Category: Insights & Podcast

Gary Byron interviews Mark Pappa, CIO-IAR of Financial Resource Group, LLC, on strategies to help high net worth clients and business owners reduce their taxable income to pay less in taxes.

Gary Byron from WDRC Talk of Connecticut interviews Mark on ways to maximize your Social Security income. Mark also discusses the Institute of Untaxable Wealth, highlighting the ways he helps retirees minimize their tax bills.

Gary Byron interviews Mark Pappa who discusses real strategies to help retirees to pay less in taxes during retirement.

Gary Byron talks with Mark Pappa about tax strategies, some of which have been on the books for decades, to help people lower their tax bills. #QOZ #1031# #IRC 351# IDC #Capital Gains

Mark talks with Gary Byron of WDRC to help people avoid being scammed and opens the conversation on income planning using the 12 different withdrawal strategies to give them the most income, lower their chance of running out of money, and pay less in taxes.

Talk of CT Host Gary Byron Interviews Mark Pappa on why the US Markets have recovered from the sharp tariff related sell offs and what may lie ahead. He also talks about ways retirees can avoid being scammed.

WDRC Talk of CT Host Gary Byron Interviews Mark Pappa on why the US Markets have recovered from the sharp tariff related sell off and what may lie ahead. He also talks about ways retirees can avoid being scammed. Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor

Mark talks with Gary Byron about the benefits of a full checklist review and how to build a fixed income "bond portfolio."

Mark talks about bond portfolio construction using unique strategies that utilize interest rate hedges to reduce risk and volatility. Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor.