Education

Charlie Jordan, CPA, CFP®, CeFT® Mar 24, 2022 4:30:00 PM < 1 min read

Retiring Well: Taxes in Retirement (No, they don't go away)

Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to ...

Charlie Jordan, CPA, CFP®, CeFT® Mar 23, 2022 3:24:00 PM < 1 min read

Retiring Well: The Retiring Well Framework

Bright Ideas with CI Brightworth presents: The Retiring Well Podcast with Charlie Jordan ...

Charlie Jordan, CPA, CFP®, CeFT® Sep 30, 2021 5:20:00 PM < 1 min read

The Biden Tax Plan & Your Retirement

Christopher "Bud" Boland, CFP® Mar 3, 2021 5:38:00 PM < 1 min read

What You Need to Know for This Year's Tax Season

Ready or not, tax season is here! Watch as wealth advisor Bud Boland talks with Fox 5 ...