Listen "Episode 15: Tax Planning With Alex"
Episode Synopsis
On this episode of Roadmap to Retirement, it's just me. No guests. And we're going to talk about tax planning! In case you don't know why tax planning is important here is a brief overview:
Tax planning is about organizing your finances smartly to pay the least amount of taxes legally required. By using deductions and credits wisely, you can save money and improve your financial situation. It's important because it helps you keep more of your income, plan for future expenses, and stay on top of your financial goals.
Listen to this episode now to find out if you are saving money correctly or maybe you need to revise your financial plan!
Tax planning is about organizing your finances smartly to pay the least amount of taxes legally required. By using deductions and credits wisely, you can save money and improve your financial situation. It's important because it helps you keep more of your income, plan for future expenses, and stay on top of your financial goals.
Listen to this episode now to find out if you are saving money correctly or maybe you need to revise your financial plan!
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EP 63 Are You Retiring with Joy?
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EP 62 AI for Advisors w/ Liam Hanlon
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EP61 The Big Beautiful Roth & QCD
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EP60 Roadmap to Health Insurance
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EP59: Designations & Veterans w Chet
25/06/2025
EP 57 Tax Prep w Catherine Tindall
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