Today’s guest is Gary Pattengale.
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Today’s Guest
Gary Pattengale
Gary has spent over 30 years helping high-net-worth families do one thing: keep more of what they earn. He is a Certified Financial Planner and former CPA — with roots at KPMG and now Senior Vice President at Mesirow Wealth Management. Gary’s whole philosophy comes down to a simple shift: stop thinking about pre-tax returns, and start thinking about after-tax freedom.
- Gary Pattengale | gary.pattengale@mesirow.com | 847-681-2333
You will learn:
- Why not all retirement “numbers” are equal — and how the tax makeup of your portfolio changes everything
- Why tax deferral isn’t always the smart play, and when realizing income early actually works in your favour
- How to build the right mix of accounts during your accumulation years so you have real flexibility at retirement
- Why your spending rate matters just as much as your savings rate on the path to FIRE
- Why knowing what your life looks like after you stop working is as important as the financial plan itself
Thanks for listening!
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Thanks to Gary for joining me this week!
In case you missed it, make sure to catch up on the last episode “Episode 88: Own Your Time: Build Family Wealth and Escape the Corporate Grind | Andy Hill”!
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