What if simplifying your retirement plan could actually give you more control? In this episode, host  Gary Garland reveals how cutting through financial complexity can reduce confusion, tax drag, and costly mistakes. Discover why consolidating accounts, streamlining income strategies, and managing taxes are key steps for retirees. Gary shares real stories and practical advice on balancing diversification with simplicity, integrating legal and financial planning, and preparing for health care surprises. Whether you’re nearing retirement or already there, this conversation highlights the power of intentional, clear decision-making for your financial future.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Have ideas or questions for the show? Email info@iwfamily.com or send Integrated Wealth Solutions a message on Facebook!