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005: You Get to Decide How Much Taxes to Pay in Retirement!
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Are you ready for fun with taxes? No joke! This episode of The Retirement Equals Freedom Podcast features Host Josh Bretl, CPA and founder of FSR Wealth Strategies, debriefing us not only on why savvy tax strategy is important but how – when done right – it can be turned into a kind of game.
The winners wind up handing less of their hard-earned savings over to the government in retirement. And who doesn’t want to keep more money on tap for that bucket list?
Following on previous episodes that gave the high-level on income/expenses and investments, this is an introduction to the general landscape of taxes and policy changes that lay head. (Hint: Taxes invariably go up, not down).
This episode may not be a huge barrel of laughs, but Josh promises Dave that fun (lots!) and laughter (tons!) will ensue as we get deeper into the nuances of retirement tax planning strategy.
It’s kind of like Hasbro’s Game of Life, except without the car tokens and fake money. And pay close attention this episode, as The Dave wears a Comfy in which he may or may not bear a resemblance to Chewbacca.
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