Episode 86 - 10 Pro Tax Planning Tips for Early Retirees w/ Justin Pitcock (Part 1)

In this episode of the Money Pig Podcast, Tim Goodwin and special guest (and outdoorsman extraordinaire) Justin Pitcock — aka Elmer Fudd — kick off a two-part series diving into 10 Pro Tax Planning Tips for Early Retirees. Whether you're planning your early exit from the 9-to-5 grind or are already retired, this episode is packed with strategic tax-saving wisdom that can help you keep more of what you've worked so hard to build.
They cover the first 5 tax planning  tips, including:

• Understanding the 3 types of tax buckets
• Taking advantage of low tax brackets
• Smart timing for Social Security
• Managing Required Minimum Distributions (RMDs)
• How to avoid early withdrawal penalties

You’ll also hear some fun stories from the outdoors, cold plunges in the wilderness, and a few dad jokes to keep it light.

Want the full list of tips plus a downloadable checklist?
Check out our blog:
10 Pro Tax Planning Tips for Early Retirees
No email required. No strings attached. Just solid advice.

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For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Canton, GA. Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy!

Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations.  Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast.  The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.