All content for Smart Money Questions is the property of Matt Hausman 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.
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
Most people diversify their investments but forget to diversify their taxes. Today, Matt explains why tax diversification is one of the most powerful tools for retirees and how it can dramatically improve the longevity of your money. He shares a real client story that proves smart tax strategy means bigger savings and fewer headaches. Discover why tax diversification could be your most powerful tool for building a resilient retirement plan.
Here’s some of what we discuss in this episode:
🏛️ Government Shutdown & Market Impact: how politics affect investor confidence
👥 New Client Case Study: real-world example of tax-smart planning
💡 Tax Efficiency & Investment Strategies: balancing growth and taxes for flexibility
🕰️ Social Security Timing: understanding benefits and income strategy
🧾 Action Step: review your mix of accounts and adjust for future flexibility
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - info@smartmoneyquestions.com
Set up a time to talk – http://SpeakWithMatt.com
Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
Smart Money Questions
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
