Tax Prep Vs Tax Planning: What’s The Difference?

Tax Prep Vs Tax Planning: What’s The Difference?

Most of us think about taxes once a year, around April 15th. We gather our documents, either to do it ourselves or hand them over to a CPA. This is tax preparation- looking back at the past year, compiling necessary forms, and filing your taxes. Tax planning, on the other hand, is a proactive strategy. It involves looking ahead and making decisions that will minimize your tax liability in the future. Join Scott and Marc as they discuss how effective tax planning can create significant financi...

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Episoder(100)

Inheriting the Nest Egg- What Pilots Need to Know

Inheriting the Nest Egg- What Pilots Need to Know

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Inheriting money can create oppor...

10 Sep 20min

Shiny Object Syndrome: The 401(k) Mistakes That Cost Pilots

Shiny Object Syndrome: The 401(k) Mistakes That Cost Pilots

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ It’s easy to get distracted by th...

3 Sep 16min

The 5 D’s of Retirement

The 5 D’s of Retirement

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ According to a recent Kiplinger a...

27 Aug 17min

Why Politics (and the Midterms) Are Bad Investment Policy

Why Politics (and the Midterms) Are Bad Investment Policy

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Politics and portfolios don’t alw...

20 Aug 15min

3 Key Money Moves for New Major Airline Pilots

3 Key Money Moves for New Major Airline Pilots

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Making it to a major airline can ...

6 Aug 14min

3 Key Moves for Pilots Over 50

3 Key Moves for Pilots Over 50

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Hitting age 50 in the cockpit? Th...

30 Jul 15min

Trump Accounts Are Live: Should You Open One?

Trump Accounts Are Live: Should You Open One?

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Wondering if these new “Trump acc...

23 Jul 17min

"The Market Is Expensive" - So What Do You Actually Do?

"The Market Is Expensive" - So What Do You Actually Do?

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ When the market keeps hitting new...

16 Jul 17min

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