Are you making a $28,000 tax mistake?

Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

Can you believe back the in the day, I'd fill out a tax return with a No.#2 pencil first and snail mail it back to the IRS? Okay, I'm not ancient but I have a little gray hair and that's a good thing because I've seen a couple of decades worth of financial planning do's and don'ts. I'm Andy Keeler and I lead Keeler and Nadler Family Wealth and we're really excited to launch this episode 1! I say *we* because you, our listeners, will to get to know the incredible expertise we have in our office and it begins with guest #1 - Abby Rose. She's a CFP and Certified Public Accountant and we discuss a lot in this episode from planning for retirement, social security and Medicare changes to yes - Abby helped one of our clients to avoid a $28,000 tax mistake! Welcome to 'Financial Opportunities Uncovered!

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Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.