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Listen "Ep 4: Planning for Taxes with Jeff Socha"
Episode Synopsis
Today we are talking about a big expense and one of the key parts of your financial foundation, taxes. Taxes are complicated and having a plan to be proactive about them can seem daunting. So Jeff Socha, founder of Socha Consulting, is joining us to explain a bit about the tax rulebook and why it’s important to have a good tax strategy. TIMESTAMPS 1:38 – Talking about taxes today 2:22 – Jeff’s backstory 5:34 – Earliest memory of money 9:30 – Giving money away 11:43 – Tax planning 15:09 – Knowing the tax rulebook 24:43 – Strategy vs compliance 32:43 – Tax strategy done poorly 37:09 – Tax strategy done well 42:32 – Higher investable assets 48:26 – What questions should you ask your advisor? 49:58 – Where to find more information Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/ RESOURCES About our guest: https://www.jeffsocha.com/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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