The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
Episodes
Sunday May 01, 2022
Sunday May 01, 2022
There are a few ways to create wealth before retirement – make more money, earn more on your investments, reduce your expenditures. But, there’s one approach that is more exciting than those – implementing tax minimization strategies. We explore that today!
In this episode, Steve and Mel discuss the following:
- The overall benefits of tax minimization strategies.
- Critical first steps before implementing key strategies.
- Key considerations for employer retirement plans.
- Traditional IRA v. Roth IRA.
- Why Health Savings Accounts are misunderstood and underutilized.
- Capital gains planning in today’s environment.
- And more!
Resources:
Connect With Steve Martin or Mel Bond
- steve.martin@oasiswealthplanning.com
- (615) 881-3954
- mel.bond@oasiswealthplanning.com
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.