Smart Tax Moves and Custom Plans: Navigating Retirement, Investment, and Generational Wealth

Join Phil Capriotti Sr., senior financial retirement strategist and founder of Empower Wealth, along with Certified Financial Planner Henry Landy, for an insightful episode of the Retire Smart Austin Radio Hour. This week, the team tackles the complexities of financial planning, with a focus on customized solutions for every stage of life and wealth bracket.

Discover the difference between working with boutique firms versus big box institutions, the critical role of tax strategies and certified tax specialists, and why personalized planning is key for your investment and estate goals. Phil and Henry share real client stories illustrating tax-loss harvesting, managing concentrated stock positions, Roth conversions, and handling generational wealth transfer.

Whether you have $2 million or $80 million, you'll gain practical tips, learn about powerful tools like EmpowerTaxBill.com, and hear why proactive, multi-generational planning can help secure your financial legacy. Don't miss this compelling discussion on achieving long-term peace of mind and tax-efficient retirement.