Matt Calcagno, CFP®, CKA®

I help early retirees turn a $2M+ portfolio into 40+ years of tax-optimized income.

Disclosure:
One Degree Advisors, Inc. (“One Degree Advisors”) is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. All content is for general informational and entertainment purposes only and is not intended to provide personalized investment, tax, or legal advice. Client case studies featured in videos are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. These illustrations should not be relied upon for personal decision making. Viewers should consult their own financial, tax, and legal advisors before making any financial decisions.

Complete disclosure information here: https://onedegreeadvisors.com/disclosure/

Email me: matt@onedegreeadvisors.com