✅ 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

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss the wild ride of the stock market in 2025. If you're an investor, you've seen some highs and lows this year. Hopefully, you ended up in the green, but if not, we discuss some tax strategies to take advantage of your losses and how to prepare for 2026.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. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔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#taxes #investing #retirementplanning

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss their best tax dodging strategies they've used for their clients. You have the right to use every tax rule that you can to lower your lifetime tax bill. Pay your share, but never leave the IRS a tip. 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. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔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