Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)
Unlock the ‘Charles Ramsey method’ for tax planning and learn how it can help you avoid the number one wealth killer: taxes.
Brett Ramsey welcomes his father, Charles Ramsey, to share vital lessons in tax and financial planning. Charles Ramsey, a retired president of the Commercial Tire division and a seasoned CPA, offers a treasure trove of wisdom that applies to anyone planning for retirement.
Key episode discussions include:
- Why having a margin in your financial life is crucial and how small extras can add up
- Why taxes are the number one wealth killer and how to manage them effectively to retain more of your earnings
- The importance of liquidity in your retirement accounts to avoid selling assets at unfavorable times
- Practical steps on how to use Qualified Charitable Distributions (QCDs) and other tax strategies to optimize your financial health
Connect with Brett Ramsey:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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