Steve Pitchford – Guest Appearance on Money Savage Podcast
Earlier this month, our Director of Tax and Financial Planning, Steve Pitchford, was a guest of George Grombacher’s Money Savage podcast. Steve and George spent 20 minutes discussing income tax minimization strategies associated with building and managing one’s investment portfolio. Noting the importance of focusing not on pre-tax returns, but instead on after-tax returns, Steve highlighted a number of strategies we use at Towerpoint Wealth to help clients reduce their obligation to Uncle Sam, and concurrently, maximize the after-tax growth of their portfolios.
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The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. The views and opinions expressed by the hosts do not necessarily state or reflect those of Towerpoint Wealth, LLC and its management. The material discussed in the Podcast is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Towerpoint Wealth, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Towerpoint Wealth, LLC unless a client service agreement is in place.
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