The Note Closers Show Podcast cover image

The Note Closers Show Podcast

Retire With Confidence with Dave Zaegel

Nov 10, 2023
54:23

The thought of retirement can be a scary subject for those who haven't taken the time to plan appropriately. Most people think that the idea of retirement might be out of the picture. But with some careful foresight and planning, you may be closer to retirement than you might think. That's what Dave Zaegel is all about. Dave is a retirement planner focused on minimizing taxes and maximizing income in retirement. He is a CPA and CFP certificate holder and he has a passion for working with individuals to help them to the retirement finish line. Scott and Dave discuss some of the most overlooked mistakes and things that people make when it comes to planning for retirement and how you can avoid those pitfalls with some guidance and planning ahead of time.


Connect with Dave HERE!


Watch the original video HERE!


Book a call with Scott HERE!


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