Mark covers two main themes in today's episode: tax planning in retirement and the unique approach of the financial advisor. The first theme discusses the importance of implementing a tax strategy to lower tax bills in retirement and avoid future tax increases. The second theme highlights the advisor's approach of focusing on risk management, creating income that is tax-free and protected, and addressing healthcare strategies. The conversation also touches on the importance of having a good CPA and attorney on the team, as well as the different ways people learn and the need for outside perspective and education.

Get your Complimentary Portfolio and Tax Review NOW!  

Mark covers two main themes in today's episode: tax planning in retirement and the unique approach of the financial advisor. The first theme discusses the importance of implementing a tax strategy to lower tax bills in retirement and avoid future tax increases. The second theme highlights the advisor's approach of focusing on risk management, creating income that is tax-free and protected, and addressing healthcare strategies. The conversation also touches on the importance of having a good CPA and attorney on the team, as well as the different ways people learn and the need for outside perspective and education.
<a href="https://gyfinancial.com/">Get your Complimentary Portfolio and Tax Review NOW!  </a>

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased personal meaning, self-realization, and success.

Whether you're nearing retirement or already retired, "Golden Years" is your trusted resource for building a roadmap to a prosperous and fulfilling retirement. Subscribe today and embark on a journey toward the retirement you've always dreamed of. Your golden years are waiting – let Mark Cordner guide you there.

If you live in the Las Vegas area and you’re ready to start your personalized roadmap, click here to schedule your first appointment.

Follow on Facebook and LinkedIn.

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased personal meaning, self-realization, and success.
Whether you're nearing retirement or already retired, "Golden Years" is your trusted resource for building a roadmap to a prosperous and fulfilling retirement. Subscribe today and embark on a journey toward the retirement you've always dreamed of. Your golden years are waiting – let Mark Cordner guide you there.
If you live in the Las Vegas area and you’re ready to start your personalized roadmap, <a href="https://calendly.com/mcordner">click here</a> to schedule your first appointment.
Follow on <a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a> and <a href="https://www.linkedin.com/in/markcordner/">LinkedIn</a>.

Golden Years: A Roadmap to Navigate Retirement

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased personal meaning, self-realization, and success.
Whether you're nearing retirement or already retired, "Golden Years" is your trusted resource for building a roadmap to a prosperous and fulfilling retirement. Subscribe today and embark on a journey toward the retirement you've always dreamed of. Your golden years are waiting – let Mark Cordner guide you there.
If you live in the Las Vegas area and you’re ready to start your personalized roadmap, <a href="https://calendly.com/mcordner">click here</a> to schedule your first appointment.
Follow on <a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a> and <a href="https://www.linkedin.com/in/markcordner/">LinkedIn</a>.

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