Episode 21 of Retirement Tax Matters is Part 2 of our series exploring the shift high-net-worth retirees face when moving from DIY tax filing to using a professional tax preparer. Garrett Crawford, CFP® provides an anecdotal look at the 2026 pricing landscape and how to set the right expectations for your tax team.

In Episode 6 of Retirement Tax Matters, we reveal what we believe is the #1 mistake most high-net-worth retirees make: treating your tax return as a once-a-year, historical document instead of a forward-looking tool to guide their investment and long-term financial plan. This podcast conversation explores why this reactive approach causes retirees to miss out on valuable, unused tax bracket space each year.