Retirement isn't only about leaving your career behind. It's also about knowing what you're retiring to and making sure the financial decisions you make along the way support the life you want to create. And when taxes, investments, estate planning, and retirement income begin overlapping, trying to navigate everything on your own can become complicated quickly.

In this episode, SHP Financial Lead Advisor Laura Russo sits down with recently retired CPA, Lauren Bakken, to discuss the lessons Lauren learned throughout her career serving individuals and small business owners. Lauren shares her own transition into retirement, why she believes your CPA, financial advisor, and attorney should be working together.

In this podcast interview, you'll learn:

• How meaningful work and purpose can make retirement more fulfilling.
• The importance of understanding the tax consequences before taking retirement distributions.
• How your CPA, financial advisor, and attorney can work together.
• Why minimizing taxes isn't always the best financial decision.
• How small business owners can better prepare themselves for retirement.
• Why both spouses should understand the family's financial picture.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

Connect With Us on Social

• Facebook
• LinkedIn
• YouTube