The Plan Wise, Retire Free Podcast

Ticking Tax Time Bomb – With Jeffrey Levine Part 2


On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples.

Important Links:

5 Tips To Avoid The Ticking Tax Time Bomb PDF

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Key Finance Decisions During Major Life Events

Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.



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