✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad welcome special guest Jake Lincoln, CPA of Coastal Tax Advisors to discuss the importance of tax planning and tax loopholes that are often underutilized to build wealth. Chances are you are overpaying taxes and tipping the IRS every year. To talk to Jake and his team, visit: https://coastaltaxadvisors.com/Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120