Showing results for "The Celestials" in Personal Finance
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See The Forest Through the Trees
- By: Celestial Wealth Mgmt
- Original Recording
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Retirement planning, Social Security strategy, Roth conversions, and retirement tax planning are explained clearly for retirees, pre-retirees, and business owners. Hosted by Colin Exelby, CFP®, founder of Celestial Wealth Management and creator of See the Forest Through the Trees (STFTTT), this podcast focuses on helping people make smarter retirement and financial decisions through tax-aware planning, long-term thinking, and real-world retirement strategies. Episodes cover topics including: • Social Security claiming strategies• How Social Security is taxed• Roth conversion planning•...
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