Erik Brenner, CFP®, joined host George Grombacher on The Aligned Money Show to discuss how today’s retirees can build more durable, tax-efficient retirement income. The conversation highlights how market complexity, tax law changes, and increased longevity require a more coordinated approach to retirement planning than ever before.
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Key Topics Covered
• Evaluating genuine risk tolerance in changing markets
• Structuring retirement income to manage volatility and inflation
• Why tax planning is now essential—not optional—for retirees
• Strategies for building reliable income streams in retirement
• Leveraging the Personal CFO framework for better long-term decisions
Standout Quote
“Modern retirement planning isn’t simple anymore. Every decision has tax implications.” — Erik Brenner
About the Podcast
The Aligned Money Show features conversations with financial leaders who bring clarity and strategy to today’s most important personal finance topics.
About the Guest
Erik Brenner, CFP® is the Founding Partner and CEO of Hilltop Wealth & Tax Solutions. With more than 32 years of experience, he helps pre-retirees and retirees navigate increasingly complex financial decisions through coordinated wealth management and tax-efficient planning. His Personal CFO approach creates structure, clarity, and long-term stability for high-net-worth families.
