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Knowledgeable Aging

Resources for the Aging Population

Your Retirement Accounts and Taxes – What you need to know!

Here’s What You’ll Learn:

  • Does your plan take retirement risks off the table?
  • Climbing up and down the retirement mountain – Who is your Sherpa?
  • Will your CPA help you mitigate rising taxes?
  • Protecting your retirement accounts from volatility
  • How will you tackle rising health care costs?

Listen to the Podcast

  • 2:22 – Climbing up and down retirement mountain
  • 5:50 – Rising healthcare costs
  • 7:04 – Money and taxes
  • 12:01 – Retirement red zone
  • 13:00 – Protect your investments and insurance from volatility
  • 16:52 – Statistics in current environment
  • 18:27 – Better cash flow for after tax
  • 21:16 – Define what matters to you
  • 24:41 – 7 do’s and don’ts
  • 26:36 – Questions
Jenevieve J. Lenz, MBA

Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group.

As an advocate for her business clients and member of NAIFA (National Association of Insurance and Financial Advisors) she has been educating the public since her role as VP-Financial Consultant at Charles Schwab in 2008.   She is on the board of two small businesses, one in NY and one in Virginia.  She lives in Reston with her husband, two children and their rescue dog.

Jenevieve is passionate about sharing knowledge and “balance sheet”  protection with integrated tax optimization with professionals, entrepreneurs and business owners.

Learn More

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Knowledgeable Aging®, LLC 2022. The views, thoughts, and opinions expressed in this video are solely those of the speaker, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

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