We all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactively plan, not just for the present, but also for the future and that includes retirement.
In this episode, Wes sits down with Financial Planner, Author, and Host of the Stay Wealthy Podcast, Taylor Schulte, CFP® to examine tax preparation. Taylor shares details about his podcast show, opening his fee-only financial planning firm, and why he consistently puts his clients first. Additionally, Taylor reveals common misconceptions about using an advisor, the importance of calculating your total tax bill and proactively tax planning for your future. Lastly, Taylor wraps up the episode by sharing some knowledge that could move you closer to retiring sooner.
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This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. The views and opinions expressed are for educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions.
