Dwight Dettloff, CPA, CFP®, RICP®

I’m Dwight Dettloff, CFP®, CPA/PFS, RICP® and founder of Winding Trail Financial Planning in Lafayette, Colorado. I am a fee-only fiduciary financial planner serving clients in Lafayette, Boulder, Louisville, Erie, Denver, and across the U.S.

This channel helps people approaching retirement, recently retired, or navigating major financial decisions understand tax-efficient retirement planning.

Videos cover Roth conversions, retirement withdrawals, Social Security, Medicare, RMDs, charitable giving, tax planning, investment planning, and financial planning for retirees and pre-retirees.

DISCLAIMER: These videos are only education. They are not specific tax, legal, or investment advice. Before considering acting on anything you see in these videos, first consult with your tax, legal, or investment advisor. While the information expressed in these videos is believed to be accurate, neither Dwight Dettloff nor Winding Trail Financial Planning, LLC make any guarantees to its accuracy.