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038: When It Comes to Taxes, It’s All in the Planning!
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When it comes to Tax Prep versus Tax Planning? Hands down, planning is king!
Host Josh Bretl, founder of FSR Wealth, is showing us the difference between putting together the info we need to file our taxes (always a short-term nuisance!) and positioning ourselves to minimize what we actually owe when April 15th rolls around (a long-term proposition).
As you’ll learn on this episode of Retirement Equals Freedom, whatever stage of life you’re in – from raising young kids to enjoying those golden years – there are important tax implications. It’s about creating a proactive (and tax efficient!) strategy for investing, drawing down and managing your assets all along the way.
Find out how IRAs, 529s, HSAs, RMDs, 401ks – the whole alphabet soup – are part of a holistic, tax-savvy vision for your abundant future!
The show wraps with a quick-fire round of – you asked for it! – “Get to know Josh and Dave” (with apologies to Dave’s mother and Bambi) as well as a DR2R that is more deep dish (pizza) than deep thoughts.
Speaking of deep thoughts, some of the subject matter we tackle can get pretty complex. If you’re wondering whether now is the time to consider hiring a professional, don’t miss our next episode! Josh will be running down the list of things to look for in a qualified financial planner.
Episode Extras
- Check out Jerry Palotta’s popular series of kids’ books, "Who Would Win?"
- Interested in trying DIY tax prep? TurboTax and H&R Block are two of the biggies.
- Click here if you would like to learn more about the Schmidt family vacation spot: Door County, Wisconsin.
- R=F's new private Facebook group. Come hang out!
Did you know you’re just one click away from a pod link resource with all the latest and greatest about Retirement Equals Freedom? Click here.
If you haven’t already, please sign up for all the news you can use (+ lots of fun) at this link for the Retirement Equals Freedom podcast newsletter. You might also want to join the conversation at our private Facebook group, which you’ll find here.
Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with Josh. When it comes to living your best life, it’s never too early to get started!
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