Mike Milligan uses Vince Lombardi's blocking and tackling metaphor to explain retirement planning. Tax strategy is the overlooked offensive play that wins in retirement, he says, and disciplined tax planning is how most people actually get ahead.
Chapters
So here we go. It is football time. Vince Lombardi famously said, football is 2 things: it's blocking and tackling. I don't care about formations or new offenses or tricks on defense. You block and tackle better than the team you're playing, you win. Let's talk about some blocking and tackling strategies around the one-of-a-kind financial plan to help our listeners win more in retirement. Here's the first one: tax planning. Tell us about that, Mike. Well, here we are on football season, right?
And we're going to talk about some, some between the trenches, right? Offense and defense. Because like Vince Lombardi said, you win here, right? A lot of people think that football's about quarterback and wide receivers and running back and defense backs, linebackers, but you win in the trenches, right? So tax planning, right, is one of the things that is most often neglected when it comes to financial planning, right?