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Think you know how taxes work in retirement? Think again. In this episode, Brigette Engstrom unpacks the often-misunderstood world of retirement taxation—where tax brackets aren’t always what they seem, and income sources like Social Security, pensions, and investments can trigger unexpected consequences. She breaks down how tax-free income options and proactive planning can make a real difference, and why ongoing strategy—not one-time decisions—is key to keeping more of what you’ve earned. It offers a candid look at the financial realities that many retirees overlook.

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

 

Think you know how taxes work in retirement? Think again. In this episode, Brigette Engstrom unpacks the often-misunderstood world of retirement taxation&mdash;where tax brackets aren&rsquo;t always what they seem, and income sources like Social Security, pensions, and investments can trigger unexpected consequences. She breaks down how tax-free income options and proactive planning can make a real difference, and why ongoing strategy&mdash;not one-time decisions&mdash;is key to keeping more of what you&rsquo;ve earned. It offers a candid look at the financial realities that many retirees overlook.
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
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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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