Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)
The Breakthrough Advisor
Podcast: Play in new window | Download
Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients … Continue reading Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly →
Annuities Business Development Marketing Podcast Retirement Planning RIAs Social Security Sustainability Taxes
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.