070: Tax Planning Strategies with Marty James

The Guided Retirement Show

We talk about tax planning strategies a lot at Barber Financial Group, and with good reason. There's a misconception that tax planning strategies are only applicable for the ultra-wealthy, but that's far from being true. To help me convey that important message, one of my good CPA friends, Marty James, is joining me on Guided Retirement Show.

In this podcast interview, you’ll learn:

• The goal is to not pay the least amount of taxes over one year, but over your lifetime.
• When the best times are to do a Roth conversion
• The role Social Security plays when you're looking at tax planning strategies
• Why it's critical to have tax diversification

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/70

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com