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Episode 406 - Unlocking the Full Potential of Proactive Tax Management; or, Not All Money Is Taxed the Same!

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Manage episode 482165742 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

As the “celebration” of April 15th nears, the importance of tax planning remains critical.

What celebration, you ask? The celebration that they’re done, of course. On today’s show, we’ll discuss the seven components of winning at taxes, especially after you’ve retired. The bottom line is that the savings you can take advantage of can be significant and leave you with a lot more after-tax dollars to use more efficiently in retirement. Next, Heidi will review an article from Kiplinger called “16 Retirement Mistakes You Will Regret Forever.” We agree with many of these mistakes, but not all of them. We’ll discuss why and how these can make a real difference in your world.

Tune in and take control!

  continue reading

111 episodes

Artwork
iconShare
 
Manage episode 482165742 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

As the “celebration” of April 15th nears, the importance of tax planning remains critical.

What celebration, you ask? The celebration that they’re done, of course. On today’s show, we’ll discuss the seven components of winning at taxes, especially after you’ve retired. The bottom line is that the savings you can take advantage of can be significant and leave you with a lot more after-tax dollars to use more efficiently in retirement. Next, Heidi will review an article from Kiplinger called “16 Retirement Mistakes You Will Regret Forever.” We agree with many of these mistakes, but not all of them. We’ll discuss why and how these can make a real difference in your world.

Tune in and take control!

  continue reading

111 episodes

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