Tax-Advantaged Investing and Social Security Income with Phil Bervig | The Dale Buckner Podcast
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Tax-Advantaged Investing and Social Security Income with Phil Bervig | The Dale Buckner Podcast
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About this listen
Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, for a thoughtful discussion on how to create a rising income during retirement. They explore why Social Security is often considered the best pension, strategies for married couples when making Social Security decisions, and how Medicare can significantly reduce health insurance costs in retirement. Do you have the right building blocks in place to secure your financial future?
Tune in as Dale and Phil delve into tax-advantaged investing and other essential strategies for a more confident retirement.
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