📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/

Most people treat tax season like a once-a-year chore, and that mindset can quietly cost them. Colin and Victor explain why filing your 2025 return is really all about planning ahead for 2026 and beyond. You’ll hear about the unique tax challenges that retirees face and how proactive planning creates more control, fewer surprises, and could mean money in your pocket.

Here’s some of what we discuss in this episode:

📅 Looking Ahead: Why filing should trigger planning

🧠 Retiree Strategy: Managing taxes without a paycheck

🧾 Using Deductions: Planning early instead of scrambling

🧭 Tax Planning Mindset: Why a written plan matters

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📞Phone: (513) 984-5999

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