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Ep 18: Tax Planning, Part 3

Ep 18: Tax Planning, Part 3

Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.

Ep 17: Tax Planning, Part 2

Ep 17: Tax Planning, Part 2

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.

Ep 16: Tax Planning, Part 1

Ep 16: Tax Planning, Part 1

Tax season is officially upon us, so we are kick-starting a two part series on taxes. Today we discuss some misconceptions about that refund check many individuals may be receiving and we will also look at different investments and how taxes apply to them.

Ep 11: RMDs

Ep 11: RMDs

Today’s show revolves around required minimum distributions. Taylor will break down what this term means, how it works, and possible problems people may run into when dealing with this facet of the financial world.

Ep 10: Attitude Of Gratitude

Ep 10: Attitude Of Gratitude

As we get into the holiday season, you may hear more people talking about the importance of gratitude. It is important to keep this same idea when it comes to your finances. Perspective matters when it comes to investing and Taylor will help explain how a change in attitude can positively affect your financial life. There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

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