The Money Pig Podcast15 Apr 2025

Episode 87 - 10 Pro Tax Planning Tips for Early Retirees w/ Justin Pitcock (Part 2)

In this episode of the Money Pig Podcast, Tim Goodwin and special guest (and outdoorsman extraordinaire) Justin Pickock — aka Elmer Fudd —finish off a two-part series diving into 10 Pro Tax Planning Tips for Early Retirees. — with a special appearance from the Notorious P.I.G. (Peace, Independence, and Generosity).

This episode dives deep into advanced strategies to help early retirees maximize tax efficiency and keep more of what they’ve worked for. Whether you're nearing retirement or just want to be better prepared, these tips are gold.

Part 2 covers tips #6 through #10:

Tax-loss harvesting (and when not to use it)
Realizing capital gains at a 0% tax rate
Managing healthcare costs through income planning
Building a tax-efficient investment portfolio
The power of working with a CFP and CPA as your financial team

There’s a lot to consider when planning for early retirement, and these strategies can significantly reduce your lifetime tax bill when applied intentionally.

Want the full checklist?
Get all 10 tips in our free blog post:
10 Pro Tax Planning Tips for Early Retirees
No email required. No catch. Just real, actionable advice.

Subscribe and stay tuned for more practical financial guidance from the Money Pig Podcast.For personalized financial guidance, schedule an schedule an intro call with our team at Goodwin Investment Advisory in Canton, GA . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy!

Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

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