Two Simple Tax Planning Tips + A Fun (Personal) Update

Learn how to: Lower your tax bill Optimize investments Improve retirement success Click Here to Get Your FREE Retirement Assessment --------------------------------------------- Today I'm sharing two simple tax planning tips. These tips will help you catch common errors we're finding on 2020 tax returns. I'm also sharing some fun (personal) news with our listeners! 😲 If you've filed your 2020 tax return and want to avoid any big surprises this year, today's episode is for you.

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNERâ„¢ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.