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Financial Flight Plan Podcast  

Financial Flight Plan Podcast

Author: Tim Estes

Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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Language: en

Genres: Business, Business News, Investing, News

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Tax Mistakes New Retirees Make
Episode 157
Thursday, 26 March, 2026

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, we're looking at some of the biggest tax mistakes retirees make, as discussed in a recent Kiplinger article, and whether these match what we see in the real world.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

 

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