Podcast

Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees

An educational podcast from financial advisors Garrett Crawford, CFP® and Adam Reed, dedicated to helping retirees between $2M-$8M with tax-return driven financial planning.

Download on the App Store

Already have it? Open in the app

Latest episodes

  1. Tax Planning When You Don't Drop Tax Brackets in Retirement5 Aug 2026
  2. How a $534K Income Can Still Leave You in the 12% Ordinary MFJ Tax Bracket29 Jul 2026
  3. Year One Reflections + Why Great Retirement Planning Takes a Team22 Jul 2026
  4. How To Move Appreciated Brokerage Accounts Without Huge Taxes15 Jul 2026
  5. Why Your 30-Year Retirement Plan Report Feels Underwhelming8 Jul 2026
  6. $6M Retirement Case Study: IRA Drawdown vs Deferring Pension & Social Security to 701 Jul 2026
  7. How Charitable Retirees Neutralize Capital Gains and NIIT with a DAF24 Jun 2026
  8. Why Your Stomach and Your Calculator Disagree on Retirement Risk17 Jun 2026
  9. Why Gifting Wealth From a $2M–$8M Portfolio May Be Simpler Than You Think | Episode 3810 Jun 2026
  10. The Two Most Underrated Social Security Features for High-Net-Worth Married Retirees | Episode 373 Jun 2026