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How to Avoid Large Tax Surprises

Certain moments in our financial lives can and will trigger tax events so we want to make sure you’re mindful of them, explain what they are, and share some ways to stay ahead of these tax surprises.

Myths Of The Retirement Number

If you’ve ever felt overwhelmed or intimidated by the idea of a fixed retirement number, advertised by some financial institutions, you’re not alone. In this episode, Scott debunks the retirement number myth, explaining that your retirement number is not just a single, daunting figure, but instead a combination of different income streams that work together.