Episode 222: Lowering Your Tax Bill with Frank Buchholz

Episode 222: Lowering Your Tax Bill with Frank Buchholz

Tax time can be very stressful for folks, especially if they owe money. For those struggling with debt and trying to pay the bills, it is even worse. But it may not always have to be.

Tax planning throughout the year is a good idea if you want to minimize your taxes (or maximize your refund) when you ultimately file your return. That's why in this episode of the podcast I talk with financial advisor Frank Buchholz about strategies you might be able to use to be in better shape when you file your next tax return.

In this episode you will learn:

- Strategic use of IRA contributions
- How to spot the good tax tips among the bad
- How not getting a refund helps with your taxes and retirement savings

Jaksot(150)

Episode 247: Hidden Retirement Planning Risks with Chris Maduri

Episode 247: Hidden Retirement Planning Risks with Chris Maduri

Most people know that there is some risk to investing and retirement planning. In fact, "Risk Tolerance" for the investor is a key factor in deciding where to put your money. But most people don't kno...

24 Huhti 39min

Episode 246: Precious Metal Investing for Everyone with Kristen Nagle

Episode 246: Precious Metal Investing for Everyone with Kristen Nagle

Diversity in your investments and savings for retirement (and your efforts to achieve long term financial freedom) is very important. It's key to minimizing risk and maximizing return. Lately, preciou...

10 Huhti 26min

Episode 245: A Wealth Blueprint for Gen Z with Jack Campbell

Episode 245: A Wealth Blueprint for Gen Z with Jack Campbell

Each generation has a different approach to money, saving, retirement, and what it means to be financially free and secure. So strategies for starting on that journey can vary quite a bit, and Gen Z i...

27 Maalis 44min

Episode 244: Achieving Financial Freedom in 10 Years or Less with Ryan Lee

Episode 244: Achieving Financial Freedom in 10 Years or Less with Ryan Lee

Achieving financial freedom is something people aspire to, but not everyone thinks it is possible. Even those that do think it will take them way too long. For some it means getting out from under deb...

13 Maalis 47min

Episode 243: Pre- and Postnuptual Agreements with AllynMarie Smedley

Episode 243: Pre- and Postnuptual Agreements with AllynMarie Smedley

With the engagement of Taylor Swift and Travis Kelce, there's been a lot of talk on social media about prenuptual agreements. But what many people don't know is that these agreements (as well as their...

27 Helmi 42min

Episode 242: Building Your Paycheck in Retirement with Laura Rehbein

Episode 242: Building Your Paycheck in Retirement with Laura Rehbein

Most people are focused on the savings part of their retirement planning. They contribute to their 401k, put something into a Roth IRA, and have an emergency fund. But what they often don't think abou...

13 Helmi 44min

Episode 241: Knowing the Cost of Raising a Child with Lori Atwood

Episode 241: Knowing the Cost of Raising a Child with Lori Atwood

Having your first child is a wondrous event for a married couple as they start a family. There's lots of celebration surrounding it. But the cost of raising that child after its born is something that...

23 Tammi 44min

Episode 240: Investing Like the Ultra-Wealthy with Ben Mohr

Episode 240: Investing Like the Ultra-Wealthy with Ben Mohr

We've all heard the saying: "The rich get richer and the poor get poorer." But why do the rich get richer? Is it just the mindset that "it takes money to make money" or do they know something else tha...

9 Tammi 52min

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