EPISODE #044: Tax Planning for Retirement with Robert Trejo

Do you think of your day-in, day-out money management tasks as a series of decisions? In this segment of Right on the Money, host Dennis Mattern asks advisor Robert Trejo about how he helps clients make sound financial decisions throughout the year, leading up to the April 15 tax filing deadline. As Trejo explains, the three-legged stool of money management in retirement — Social Security, other income streams and tax mitigation — is a good way to visualize the importance of the role of tax strategies in financial planning. Trejo's firm, Coeus Financial, www.coeusfinancial.com, uses a risk tolerance question to evaluate client needs and expectations. "Progress through process" — put another way, financial freedom, thanks to financial education, is the name of the game.

To learn more about Robert Trejo, visit: https://www.coeusfinancial.com

Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. ​

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.