This Can Be Taxing! by Wise Money with Brad Olson and Joe Wilson | Podchaser

Episode from the podcastWise Money with Brad Olson and Joe Wilson

This Can Be Taxing!

Released Friday, 1st March 2024

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This Can Be Taxing!

This Can Be Taxing!

Friday, 1st March 2024

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From The Podcast

Brad Olson, Joe Wilson and the team at Olson & Wilson Private Capital bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.Joseph R Wilson III has been in the financial service industry since 2006. An Accredited Asset Management Specialist (AAMS) he has passed the Series 7,31 and 66 securities exams and holds life & health insurance license. Joe’s focus is on asset management, proper asset allocation, retirement income planning, and preparing our clients to live a confident retirement even through the most challenging volatile markets so they can be and stay retirement ready!Joe’s goal is to bring finance to life with his clients without all the Wall Street “jargon words”. “Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence” -Joe Wilson III.Bradley M. Olson, CPA/PFS is a founding partner of Olson & Wilson Private Capital. He is a CPA (Certified Public Accountant) and has earned the prestigious AICPA PFS (Personal Financial Specialist) designation.Brad has over 25 years experience in financial planning for clients. For over 20 years, he has specialized in designing strategies that help employees prepare for and successfully navigate through retirement. Brad’s understanding of the various retirement programs and extensive knowledge of the investment and financial planning world allow him to bring a unique perspective to the process of designing a retirement plan for an individual or family.Brad’s goal with every client is to design a retirement plan that lets you “Be and Stay Retirement Ready”.For more information or to get your own questions answered, call (866) 724-6608 or visit https://www.owprivatecapital.com.

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