On this episode of Tulsa Money Matters, Terrilyn zeroes in on a tax surprise that caught a lot of retirees off guard — the extension of the Tax Cuts and Jobs Act — and why this creates a rare planning window for pre-retirees. She breaks down smart, proactive tax strategies and explains how tools like Charitable Remainder Trusts can turn taxes into legacy-building opportunities. If you want to know how today’s tax rules can shape your retirement income tomorrow, this is one episode you don’t want to miss.

The Hidden Retirement Risks
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Be In Control of Your Retirement
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Mastering Retirement: Buffett's Simple Rules for Success
46:29