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Navigating Retirement Podcast
Seaside Wealth Management
25 episodes
4 days ago
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: https://seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120
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All content for Navigating Retirement Podcast is the property of Seaside Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: https://seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120
Show more...
How To
Education
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Are Taxes Stealing Your Retirement Dreams? | The Fishbowl Podcast
Navigating Retirement Podcast
22 minutes 25 seconds
3 months ago
Are Taxes Stealing Your Retirement Dreams? | The Fishbowl Podcast

Worried about taxes impacting your retirement? Brad and Matt discuss practical ways to lower your lifetime tax bill, offering actionable steps for immediate savings. They emphasize the importance of proper retirement planning and understanding retirement tax strategies. Learn how financial planning can help you save money on taxes and achieve financial freedom in retirement.👉 Want to talk fixed income for your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120

Navigating Retirement Podcast
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: https://seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120