The Perfect Retirement Plan?

The Perfect Retirement Plan? is a bi-weekly podcast for people close to retirement or recently retired who want clear, tax-smart guidance without jargon. Host Phillip Smith, CRPC®, AIF® – financial planner at Tidepool Wealth Strategies – mixes dad-level humor, real stories, and step-by-step advice to help you: Turn savings into a dependable retirement paycheck Cut lifetime taxes with smart timing and Roth strategies Protect family wealth from market shocks and life’s what-ifs Keep investments flexible as priorities evolve Each concise episode ends with an action you can take right away – because when you're about to retire, the perfect retirement plan for you is the one you act on. Learn more and connect Website: https://www.tidepoolwealth.com LinkedIn: htt