Tax season has a way of turning small oversights into stressful surprises. In this episode, Edgar Torres breaks down a practical tax‑season checklist designed specifically for retirees and pre‑retirees. From gathering the right 1099s to understanding how Social Security, RMDs, healthcare costs, and charitable giving can affect your tax return, Edgar walks through the areas that often get missed in April. The conversation also highlights the difference between tax filing and year‑round tax planning, and why coordination matters as income sources become more complex in retirement. A timely discussion for anyone looking to approach tax season with more clarity and fewer unknowns.

Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we’re here to listen and help provide the support you need. Click here to schedule appointment or call 512-710-5516

Tax season has a way of turning small oversights into stressful surprises. In this episode, Edgar Torres breaks down a practical tax‑season checklist designed specifically for retirees and pre‑retirees. From gathering the right 1099s to understanding how Social Security, RMDs, healthcare costs, and charitable giving can affect your tax return, Edgar walks through the areas that often get missed in April. The conversation also highlights the difference between tax filing and year‑round tax planning, and why coordination matters as income sources become more complex in retirement. A timely discussion for anyone looking to approach tax season with more clarity and fewer unknowns.
Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we&rsquo;re here to listen and help provide the support you need. Click&nbsp;<a href="https://bloomfinservices.com/contact/">here</a> to schedule appointment or call 512-710-5516

Welcome to ‘The Retirement Journey,’ featuring Edgar Torres of Bloom Financial Private Wealth Management!Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement planning, investment strategy, and building a lasting legacy. ‘The Retirement Journey’ is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.

Welcome to &lsquo;The Retirement Journey,&rsquo; featuring Edgar Torres of Bloom Financial Private Wealth Management! Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement planning, investment strategy, and building a lasting legacy. &lsquo;The Retirement Journey&rsquo; is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.