Tax season has a way of exposing the details most people wish they’d caught sooner. In this episode, David Meche breaks down a practical tax‑season checklist and explains why filing taxes and actively planning for them are two very different things. The conversation explores how overlooked income sources, retirement accounts, Social Security, Medicare, and required distributions can quietly reshape your tax picture over time. David shares how proactive, forward‑looking planning can create clarity and coordination—especially for those approaching or living in retirement. If taxes feel overwhelming or reactive, this discussion reframes them as part of a much bigger financial picture.

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