Proactive Retirement and Tax Efficiency with Alexis Gallati

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The Priority of Retirement

Shawn Maloney

40 episodes

2 months ago

Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning.
Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need.
In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now.
Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future.
Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC.

All content for The Priority of Retirement is the property of Shawn Maloney 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.

Investing

Business,

Entrepreneurship

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Proactive Retirement and Tax Efficiency with Alexis Gallati

The Priority of Retirement

23 minutes

10 months ago

Proactive Retirement and Tax Efficiency with Alexis Gallati

About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.
In this episode, Shawn and Alexis Gallati discuss:

Efficient tax planning tailored to medical professionals
Planning for retirement while balancing financial priorities
Emerging trends and tools in tax strategies
Navigating multi-state tax complexities for businesses and individuals

"Saving for retirement is actually a huge problem that people have because they just don’t think about it until they’re almost ready to retire, and that’s a huge mistake." — Alexis Gallati
Connect with Alexis Gallati: Website: https://www.cerebraltaxadvisors.com/ & https://www.cerebralwealthacademy.comBook: Advanced Tax Planning for Medical Professionals: A Concise Guide to Tax Reduction Strategies: https://www.amazon.com/Advanced-Tax-Planning-Medical-Professionals/dp/B0858SZZFRYouTube: https://youtube.com/@cerebralwealthacademyLinkedIn: https://www.linkedin.com/in/alexis-gallati/Facebook: https://www.facebook.com/cerebraltaxInstagram: https://www.instagram.com/cerebralwealthacademy/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement
Contact Shawn:Website YouTube LinkedIn Instagram Facebook
Alexis Gallati is not a client, nor should her appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Cerebral Tax Advisors and Cerebral Wealth Academy are not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through...

The Priority of Retirement