What if one mindset shift could change how much of your retirement income you actually keep? In this episode, Brooks breaks down why the new $6,000 senior deduction is more than a tax-season perk... it’s a reminder that strategic, year‑round tax planning can meaningfully lower lifetime taxes. He explains the difference between reactive filers and proactive planners, how tools like Roth conversions, income timing, Social Security management, and capital‑gain harvesting work together, and why retirees can control more than they think.

Listen to Brooks every Saturday at 7 a.m. on KOTA.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

What if one mindset shift could change how much of your retirement income you actually keep? In this episode, Brooks breaks down why the new $6,000 senior deduction is more than a tax-season perk... it&rsquo;s a reminder that strategic, year‑round tax planning can meaningfully lower lifetime taxes. He explains the difference between reactive filers and proactive planners, how tools like Roth conversions, income timing, Social Security management, and capital‑gain harvesting work together, and why retirees can control more than they think.
Listen to Brooks every Saturday at 7 a.m. on <a href="https://www.kotaradio.com/">KOTA</a>.
Ready to build your retirement plan? Visit <a href="https://brooksfg.com/">https://brooksfg.com/</a> to connect with Brooks and his team today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.

The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.
The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!