How Paying More Tax TODAY, Could Save Your Retirement TOMORROW | Case Study

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Join Retirement Readiness Coach, Brad Lineberger, and Matt Callahan, CFP, as they discuss their tax advice for clients with long-term capital gains. While CPAs are great, they typically only see the tax bill today. As CFPs, we look forward years and decades to get more money in your pocket and help you build wealth. In this video, Brad and Matt dive into a case study to show their advice in action and share how they overcame the objections of the CPA who thought their advice was wild.
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[@jackollason6074]

Man I love this Matt guy. Crazy smart about all these little loopholes.

[@SeasideWealth]

Let’s keep more of those dollars in your pocket!

[@jackollason6074]

Taxation is theft. We threw tea in the harbor for a 2% tax!!!

[@SeasideWealth]

Watch out, the cost of tea is expensive with the current inflation!

[@meemka8251]

@@SeasideWealth Now, that's one witty reply Seaside!