Tag: Financial advisor

Finding the Right Financial Advisor

Finding the Right Financial Advisor

https://youtu.be/LfC0dSAgPJU A successful retirement is the end result of years of proper preparation and execution, which is why it takes careful planning to ensure that you get on the right track and stay there. Some people have the ability and time to tackle it on their own, but most people can greatly benefit from working […]

Ep 2: Ways to Improve Your Tax Position

Ep 2: Ways to Improve Your Tax Position

The best way to get the most out of the money you’ve earned is to make sure you aren’t giving any of it away. By utilizing smart and careful tax planning strategies, you can set yourself up for a better financial future. Today we’ll address some of the common tax questions we hear and talk about a few of those strategies to help you protect the money you’ve earned.

Ep 1: Getting to Know Your Host, Josh Greenberg

Ep 1: Getting to Know Your Host, Josh Greenberg

We are excited to introduce the first episode of My Sweet Retirement! On this podcast, your host Josh Greenberg will be discussing the important financial topics you need to know to have a bright financial future. Join us today as we get to know Josh and his financial philosophy a little better