Retirement Planning: How to Protect Your Wealth, Reduce Taxes & Retire with Confidence | Ed Mahaffy, CFP®

Retirement Planning: How to Protect Your Wealth, Reduce Taxes & Retire with Confidence | Ed Mahaffy, CFP®

Are you financially prepared for retirement—or could hidden tax surprises, investment mistakes, and poor planning cost you the future you've worked so hard to build?

In this episode of Healthy Lifestyle with Lori Anne, Coach Lori Anne welcomes Ed Mahaffy, CFP®, Founder of ClientFirst Wealth, Legacy & Estate Planning. With more than 30 years of experience, Ed specializes in helping retirees and pre-retirees create retirement income strategies, protect their wealth, reduce taxes, and leave a lasting legacy.As a fiduciary financial advisor, Ed believes in putting clients first and helping them navigate one of life's biggest financial transitions with clarity and confidence.

Whether you're within 5–10 years of retirement, already retired, or planning for the future, this episode is filled with practical strategies to help you make smarter financial decisions.

💡 In this episode, you'll discover:

💰 Why retirement planning is different from wealth accumulation
💰 The biggest financial mistakes retirees make
💰 How retirement income is taxed—and how to prepare
💰 Why working with a fiduciary financial advisor matters
💰 The benefits of integrating financial and estate planning
💰 What every retiree should know about bonds and fixed-income investing
💰 How to protect your legacy for future generations
💰 The keys to retiring with confidence and financial peace of mind

If you've ever wondered:

• Am I financially ready to retire?
• How can I reduce taxes in retirement?
• What is a fiduciary financial advisor?
• How do I protect my retirement savings?
• Do I need an estate plan?

This episode provides practical guidance to help you make informed financial decisions before and during retirement.Because retirement isn't just about having enough money...It's about creating financial security, confidence, and the freedom to enjoy the life you've worked so hard to build.
Connect with Ed Mahaffy
🌐 Website: https://clientfirstwm.com/
🔗 LinkedIn: https://www.linkedin.com/company/clientfirst-wealth-legacy-estate

About Ed Mahaffy, CFP®

Ed Mahaffy is the Founder of ClientFirst Wealth, Legacy & Estate Planning and a Certified Financial Planner® with more than 30 years of experience. He specializes in retirement planning, retirement income strategies, estate planning, tax-efficient retirement, and wealth preservation for retirees and pre-retirees, helping clients build financial confidence while protecting the legacy they've worked a lifetime to create.
Continue Your Growth Journey with Coach Lori Anne

🎁 FREE Guide: 3 Steps to Cleaning Up Your Opens, Messes & Incompletes

🎾 FREE Super Ball Bounce Pattern Assessment + complimentary strategy session.

📚 Explore the Intentional Collection, including the Intentional Self-Care Journal Workbook, on Amazon and the 17hats Marketplace.

📅 Book your complimentary discovery call.

🌐 www.ldcstrategies.com

📲 @CoachLoriAnne

Continue Your Growth Journey with Coach Lori Anne

🎁 FREE Guide: 3 Steps to Cleaning Up Your Opens, Messes & Incompletes
🎾 FREE Super Ball Bounce Pattern Assessment + complimentary strategy session

📚 Explore the Intentional Collection, including the Intentional Self-Care Journal Workbook, on Amazon and the 17hats Marketplace

📅 Book your complimentary discovery call.
🌐 www.ldcstrategies.com
📲 @CoachLoriAnne