Check These Items on Your Tax Return

Check These Items on Your Tax Return

Do you get your taxes prepared each year, just sign your return, and file it away? When was the last time you actually looked through it to check for mistakes? Or considered if the return offers insights to optimize your financial situation?

In this episode, Karl Eggerss is joined by Fred Sloan, CFA. Fred is a principal and financial advisor at CAPTRUST in the Lake Success, NY office, with a wealth of experience in wealth management and tax analysis.

Fred will share the top 10 items he examines on a tax return to gain valuable insights. This podcast will guide you through understanding your own return in an effort to optimize your financial situation.

Topics discuss on this podcast:

  • Income Tax
  • Tax Returns
  • Tax Planning

For more information, go to https://www.creatingricherlives.com

#incometax #taxes #today #listening #captrust @CAPTRUST

Episoder(335)

A Tale of Two Months

A Tale of Two Months

On this episode, Karl Eggerss explains how the stock market staged a powerful rebound in April—one of the strongest Aprils on record—despite war headlines, higher oil prices, and rising interest rates...

2 Mai 29min

What This Rally Is Telling Us

What This Rally Is Telling Us

On this episode, Karl breaks down the market's sharp rebound after a volatile stretch driven by war headlines and shifting investor sentiment. He explains why the recent rally has been strong but stil...

18 Apr 20min

Down the Middle of the Fairway

Down the Middle of the Fairway

On this episode, Karl Eggerss shares his latest take on the financial markets and outlines a disciplined approach to avoiding the emotional whipsaw of today's volatile, headline-driven environment. An...

11 Apr 18min

The Selloff and the War Continue

The Selloff and the War Continue

Markets took another hit this week as war headlines, rising oil prices, and a jump in volatility kept investors on edge. Karl walks through what's actually been working — energy, commodities, and a fe...

28 Mar 22min

Making Sense of the Markets: What's Really Driving Prices

Making Sense of the Markets: What's Really Driving Prices

In this episode of Creating Richer Lives, host Karl Eggerss breaks down today's turbulent markets, noting the heightened "whipsaw" risk as investors react to conflicting signals. He emphasizes the imp...

21 Mar 28min

Markets Under Fire: What Two Weeks of War Have (and Haven't) Changed

Markets Under Fire: What Two Weeks of War Have (and Haven't) Changed

In this episode of Creating Richer Lives, Karl Eggerss steps back to assess how markets are reacting two weeks into the Iran war—and what investors should (and shouldn't) do next. He breaks down the s...

14 Mar 21min

Helping Adult Children Financially: Support Without Enabling

Helping Adult Children Financially: Support Without Enabling

This episode explores how parents can thoughtfully support their adult children financially in a world of high housing costs, rising interest rates, and tighter budgets. We'll discuss practical ways t...

7 Mar 22min

Beneath the Waterline: The Hidden Forces Moving Today's Markets

Beneath the Waterline: The Hidden Forces Moving Today's Markets

In this episode of Creating Richer Lives, Karl Eggerss uses a Jaws-style analogy to explain today's market—calm on the surface, but full of powerful forces moving underneath. While the major indexes a...

28 Feb 26min

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