S1 EP10: The Art of Retirement: Balancing Income, Taxes, and Lifestyle

In this episode, Amanda sheds light on the multifaceted phases of retirement: from the lively go-go years to the more tranquil no-go years. The focus is sharpened onto planning for unforeseen challenges such as inflation and healthcare costs, while dissecting the tax implications of retirement income sources including Social Security, IRAs, and annuities. 

We'll unravel common misconceptions like expecting a lower tax bracket in retirement and dive into effective strategies for maximizing tax efficiency. Join us as we explore how professional guidance can help protect your lifestyle and legacy, and learn about the crucial importance of tax planning across different stages of retirement. Whether you're on the verge of retiring or planning far into the future, this episode is packed with insights to ensure a confident transition into your golden years. Tune in and be prepared to take your retirement planning to the next level.