Unlocking Retirement: Tax Strategies That Make a Difference (Ep 30)

Life Isn’t Lived on a Spreadsheet

08-10-2024 • 29 mins

Welcome to Life Isn’t Lived on a Spreadsheet! In this episode, Ryan Poterack, Wealth Manager and CEO of Poterack Capital Advisory, along with co-host Charrise McCrorey dive deep into the often-overlooked world of tax strategies that can significantly impact your retirement planning. It’s time to shift your perspective on how to use your money effectively during …

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