Showing results by author "Garrett Reed" in All Categories

An educational podcast from financial advisors Garrett Crawford, CFP® and Adam Reed, dedicated to helping High-Net-Worth retirees navigate the complexities of tax planning. Our conversations are specifically for families with between $2M-$8M in assets, where an integrated strategy for your tax return, investments, and long-term goals is critical. We explore advanced topics like Roth conversions, RMDs, and charitable giving to help you manage your wealth with confidence.

Where everything that makes Common Cents is talked about... I sit down with unique individuals that are successful in what they do and pursue. We share these stories and experiences so that you can gain useful knowledge along the way.