The Importance of Timely Financial Action

In this episode of Retirement Readiness, Brigette Engstrom discusses the importance of financial planning for retirement, addressing common disconnects that prevent individuals from seeking help. She emphasizes the significance of timely action in financial decision-making, especially during life transitions. The conversation also delves into tax planning strategies for retirement, highlighting the often-overlooked tax implications of retirement income and the necessity of a comprehensive approach to minimize tax burdens.

Find out more about the team at Blue Monarch Financial/ schedule a time to speak with Brigette and her team here.

See omnystudio.com/listener for privacy information.