What Would a CPA Say?

Weekly conversations to help you retire with confidence

Hosted by [Host], CPA & Retirement Specialist

We Talk

Taxes.

Income.

Investing.

Retirement.

Smart Retirement Conversations, Straight from a CPA

Each week, [Host Name], a Certified Public Accountant, answers the questions retirees and pre-retirees need to be asking, from tax strategies and Social Security to market insights and financial planning.

Why Listen?

Retirement can feel overwhelming, but it doesn’t have to be. Each week on What Would a CPA Say?, we break down complex financial topics into clear, practical conversations. Whether you’re planning for retirement, already enjoying it, or just looking for trustworthy financial guidance, here’s what you can expect from every episode:

Retirement Strategies

Learn how to keep more of your hard-earned money through smart tax planning, efficient withdrawal strategies, and proven approaches to make your retirement savings last.

Market Insights

Stay informed with timely updates on market trends, interest rates, and economic shifts — explained in plain language so you can make confident financial decisions.

Trusted Advice

Gain peace of mind knowing you’re hearing from a licensed CPA and financial professional who has helped retirees navigate taxes, investments, and wealth preservation for decades.

Featured Episodes

Ep. 154 Housing – Should You Downsize in Retirement?

Many retirees wonder if it makes sense to stay in their current home or downsize to something smaller. In this episode, we weigh the financial and emotional factors, from reducing expenses to unlocking home equity.

Ep. 278 Taxes – Avoiding the Biggest Mistakes Retirees Make

Taxes don’t go away when you retire — and missteps can be costly. We cover the most common tax mistakes retirees face, from required minimum distributions to timing Social Security, and how to avoid them.

Ep. 311 Markets – What Today’s Economy Means for Your Retirement

Markets shift, but your retirement still needs steady income. We break down what’s happening in the economy right now and explain how it could affect investments, savings, and long-term retirement strategies.

Want Personal Guidance with your Retirement & Taxes?

Every retiree’s situation is unique. If you want personalized strategies to help lower your taxes, protect your income, and build confidence in your retirement plan, I’m here to help. With decades of experience as a CPA and financial professional, I work directly with retirees to create plans tailored to their goals.