For a lot of people, retirement looks very different today than it did for their grandparents. Though many people don't want to work the 9-5, they do want to still keep their toe in the water and have a work optional lifestyle.
Our guest, Kaitlyn Laney, joins us to discuss retiring with dignity, tax mitigation, designing a tax-efficient income stream from your investments in a way that is going to keep you in the lowest tax bracket possible, social security, and more!
Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona, who empowers others to take control of their financial future.
By leveraging her services, clients gain access to the tools and strategies necessary to navigate their financial journey successfully.
With more than a decade of experience, she has put countless clients in what she calls “the financial front seat,” – helping them to enjoy their life while ensuring their retirement and legacy are protected.
Kaitlyn specializes in implementing asset allocation techniques that align with her client’s individual circumstances and financial goals.
By understanding their risk tolerance, time horizons, and investment objectives, she constructs diversified portfolios aimed at helping her clients achieve their goals.
Her knowledge of tax-efficient investment approaches is focused on helping clients keep more of their hard-earned money.
When it comes to retirement planning, Kaitlyn determines the amount of wealth you will require for life’s journey and in retirement and will carefully structure your portfolio to meet your needs.
For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most.