Join experts Deb Meyer, a financial coach for parents, Sean Mullaney, a tax strategist for financial independence, and Doc G, a personal finance podcaster, as they unpack the intricacies of tax planning. They challenge the myth that poor tax planning can wreck retirements, while shedding light on essential strategies about Roth vs. traditional accounts. The trio discuss the 'tax torpedo' affecting Social Security, and provide a humorous take on historical tax evasion, making complex tax strategies accessible and entertaining for everyone.
