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What if your retirement plan is quietly leaking money through taxes you didn’t plan for?
In this episode, Brigette Engstrom dives into the often-overlooked but critical role of tax planning in retirement. The conversation explores how proactive strategies can help reduce tax burdens, from choosing tax-efficient investments to understanding how different income sources are taxed. You’ll also hear insights on how charitable giving is evolving as a strategic tool, and why a one-size-fits-all approach won’t cut it. Whether you're nearing retirement or advising others, this episode underscores the importance of tailoring a tax plan to your unique financial landscape.

Get guidance now at www.bluemonarchfinancial.com and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial

What if your retirement plan is quietly leaking money through taxes you didn&rsquo;t plan for? In this episode, Brigette Engstrom dives into the often-overlooked but critical role of tax planning in retirement. The conversation explores how proactive strategies can help reduce tax burdens, from choosing tax-efficient investments to understanding how different income sources are taxed. You&rsquo;ll also hear insights on how charitable giving is evolving as a strategic tool, and why a one-size-fits-all approach won&rsquo;t cut it. Whether you're nearing retirement or advising others, this episode underscores the importance of tailoring a tax plan to your unique financial landscape.
Get guidance now at <a href="http://www.bluemonarchfinancial.com" data-start="588" data-end="655">www.bluemonarchfinancial.com</a> and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.  Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.  Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.&nbsp; Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish. On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.&nbsp; Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Retirement Readiness

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.
On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

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