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Caffeine And Cash Flow with Michael Schulte


Welcome to the Saving The American Dream Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks threatening your pursuit of the American Dream? If you need help planning how to tackle these financial headwinds, then this is the show for you!

With pensions disappearing, the American Dream is harder than ever to achieve. We're on our own to successfully plan for our financial futures. That's why it's so important to make wise decisions with your financial plan and as you get older those decisions become more and more critical.

New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at SavingTheAmericanDreamPodcast.com. Or call 702-767-4897.

Dec 1, 2022

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing on some of the most common retirement planning questions about taxes.

We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in your tax savings. We’ll also explain why a tax deduction is not a dollar for dollar reduction.

 

On this episode, we’ll share:

  • Am I going to have as many tax deductions in retirement? (2:54)
  • Will my tax rate improve in retirement? (7:07)
  • Examples of bad tax mistakes you need to avoid. (15:52)

Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.

More Information: http://savingtheamericandreampodcast.com