Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"

26 de feb. de 2021 · 28m 50s
Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"
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This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the...

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This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most important things to consider when preparing for retirement.
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