Tax Planning for the Charitably Inclined - Episode 22
We focus on tax planning here at Eagle Ridge Wealth Advisors. Today I’m covering four ways to use charitable giving to your advantage to reduce your tax liability.
Hear from founder and president, Tim Doehrmann.
We focus on tax planning here at Eagle Ridge Wealth Advisors. Today I’m covering four ways to use charitable giving to your advantage to reduce your tax liability.
Does The SECURE Act address millions of Americans that are unprepared for retirement? I review 7 provisions of The SECURE Act and how they might affect you.
This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. I talk about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why the Social Security program isn't going anywhere anytime soon.
Retire Your Way Radio is a podcast hosted by me, Tim Doehrmann, CFP. In this first episode, I talk what you can expect in future episodes and why someone would want to work with a fiduciary. I also describe my backstory including how I went from running a hardware store to running a fiduciary, registered investment advisor firm.