127. Tax Mindset Makeover: Transform The Way You Think About Taxes

Are you wondering how to transform the way you think about taxes in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠

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ABOUT THIS EPISODE

Retirement is a mindset shift. You are leaving the working years behind and looking forward to a new purpose – a new identity – and the time to pursue all the things you want to do in retirement.

Today we invite you to consider another mindset shift – we think that a comprehensive retirement plan includes a tax mindset transformation, and we are here to help! In this episode, we will cover three ways to rethink taxes in retirement!

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Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®

Molly Nelson, Host of Retiring Today