Think retirement means lower taxes? Think again. In this episode, Brigette Engstrom reveals how common income sources—like Social Security, pensions, and investments—can unexpectedly impact your tax bracket. She explains why tax-free income strategies and ongoing planning matter more than one-time decisions, and how retirees often overlook key financial realities. It’s a candid look at the hidden side of retirement taxation.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.