Tax planning is a crucial aspect of financial planning, as taxes may significantly impact retirement savings.

In this episode, Ryan Herbert tells us where Maryland stands compared to other states regarding tax rates. Learn about how where you live can affect your overall retirement plan and the importance of properly preparing a tax strategy.

Want to learn more about your tax situation? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

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Tax planning is a crucial aspect of financial planning, as taxes may significantly impact retirement savings.
In this episode, Ryan Herbert tells us where Maryland stands compared to other states regarding tax rates. Learn about how where you live can affect your overall retirement plan and the importance of properly preparing a tax strategy.
Want to learn more about your tax situation? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://bit.ly/3PVpDkp">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

The Savvy Investor Podcast

How Tax Friendly Is Maryland For Retirees?

Imagine growing your wealth tax-free and leaving a legacy for your loved ones. In this episode, Mike Canet delves into the benefits of using life insurance policies as a tax-efficient investment tool, contrasting it with traditional 401(k) plans. By investing in life insurance, you can potentially achieve a higher rate of return without the burden of taxes, both when contributing and withdrawing.

Mike emphasizes the importance of balancing today's needs with future planning, ensuring financial advantages for both you and your heirs. Additionally, this episode touches on the current political landscape and its impact on federal spending, urging listeners to make informed decisions about their finances. Join the conversation to learn how to navigate the Secure Act 2.0 and optimize your financial strategy.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

Imagine growing your wealth tax-free and leaving a legacy for your loved ones. In this episode, Mike Canet delves into the benefits of using life insurance policies as a tax-efficient investment tool, contrasting it with traditional 401(k) plans. By investing in life insurance, you can potentially achieve a higher rate of return without the burden of taxes, both when contributing and withdrawing.
Mike emphasizes the importance of balancing today's needs with future planning, ensuring financial advantages for both you and your heirs. Additionally, this episode touches on the current political landscape and its impact on federal spending, urging listeners to make informed decisions about their finances. Join the conversation to learn how to navigate the Secure Act 2.0 and optimize your financial strategy.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

Unlocking Tax-Free Wealth: The Power of Life Insurance

Ever wondered if the 4% rule is truly a reliable strategy for your retirement? In this episode, Mike & Ryan delve into the intricacies of this popular financial guideline and explore its real-world implications. Discover why sticking strictly to the 4% rule could lead to unexpected financial pitfalls, especially when factoring in additional expenses like nursing home care.

Mike & Ryan also discuss the importance of a holistic approach to financial planning, where risk management, tax implications, and long-term care are all carefully balanced.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

Ever wondered if the 4% rule is truly a reliable strategy for your retirement? In this episode, Mike &amp; Ryan delve into the intricacies of this popular financial guideline and explore its real-world implications. Discover why sticking strictly to the 4% rule could lead to unexpected financial pitfalls, especially when factoring in additional expenses like nursing home care.
Mike &amp; Ryan also discuss the importance of a holistic approach to financial planning, where risk management, tax implications, and long-term care are all carefully balanced.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The 4% Rule Myth or Reality for Your Retirement?

Are you ready to dive into the golden era of soft rock? In this episode, Mike and Ryan explore the enduring legacy of Yacht Rock, featuring timeless artists like Michael McDonald and the Doobie Brothers. Journey through anecdotes from backstage interviews and memorable concerts, as these musical legends continue to perform with passion and energy well into their 70s. Discover how the spirit of rock and roll keeps these artists young at heart while they navigate their unique paths in retirement.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

Are you ready to dive into the golden era of soft rock? In this episode, Mike and Ryan explore the enduring legacy of Yacht Rock, featuring timeless artists like Michael McDonald and the Doobie Brothers. Journey through anecdotes from backstage interviews and memorable concerts, as these musical legends continue to perform with passion and energy well into their 70s. Discover how the spirit of rock and roll keeps these artists young at heart while they navigate their unique paths in retirement.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

How Tax Friendly Is Maryland For Retirees?

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