Episode
Tax Mistakes New Retirees Make
- Podcast
- Mondays With Matt Podcast
- Published
- Mar 12, 2026
- Duration seconds
- 1161
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Summary
Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949