10 Tax Moves Everyone Should Review Each Year

The Personal Finance Podcast

Andrew Giancola

Business, Investing, Entrepreneurship

4.7 • 1.4K Ratings

🗓️ 4 March 2026

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join Andrew’s FREE Investing for Beginner’s Masterclass. Click the Link Here 👈 Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Try Master Money Academy free for 7 days today! In this episode of The Personal Finance Podcast, Andrew breaks down the 10 tax moves every high earner needs to make before year-end, covering how to max out tax-advantaged accounts, adjust your W-4 withholding, harvest tax losses, time Roth conversions, optimize your HSA, give to charity more efficiently, capture business deductions, and run a forward-looking tax projection so you stop reacting to taxes and start controlling them. Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Partner Deals Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at http://Indeed.com/personalfinance Join the loyalty program for renters at joinbilt.com/PFP Go to http://policygenius.com to get your free life insurance quote. Thanks to Fundrise for Sponsoring the show! Invest in real estate going to http://fundrise.com/pfp Get 50% Off Monarch, the all-in-one financial tool at http://www.monarch.com/PFP Find your next dream home, start searching now. Download the http://Realtor.com app today DeleteMe: Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off! Resources Mentioned: Master Money HSA Tracker Connect With Andrew on Social Media: Instagram TikTok Twitter Master Money Website Master Money Youtube Channel Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	On this episode of the Personal Finance Podcast, 10 tax strategies you need to review annually.
0:10.8	What's up, everybody, and welcome to the Personal Finance Podcast. I'm your host, Andrew,
0:23.8	founder of MasterMoney.com. And today on the personal finance podcast, we're going to be diving into 10 tax strategies that you need to review
0:29.0	annually. If you guys have any questions, make sure you join the master money newsletter by going to
0:33.5	mastermoney.com slash newsletter. And don't forget to follow us on Apple Podcast, Spotify,
0:38.8	YouTube, or whatever podcast player, you love listening to this podcast on it. And if you want to
0:43.2	help out the show, consider leaving a five-star rating and review on Apple Podcast, Spotify,
0:48.1	or your favorite podcast player. Now today, we're going to be diving into 10 tax strategies
0:53.7	that you need to look into every single year. Now, my we're going to be diving into 10 tax strategies that you need to look into
0:55.6	every single year. Now, my goal with this episode is to give you tax strategies that are going to
1:00.3	a help you save money on taxes, whether you are a W-2 employee and or if you are a business owner,
1:07.3	we want you to learn how to save on taxes. Secondarily, my goal is to show you some ways
1:13.6	where if you want a bigger tax refund or a smaller tax refund, how to make sure that you get that
1:19.4	and how to adjust your withholding based on that. Number three is we're going to be diving into some
1:24.1	advanced strategies when it comes to your retirement accounts, when it comes to
1:28.0	investments and investment gains, and try to help you save as much money on taxes as possible.
1:34.7	Now, this episode is not going to be a deep dive on business deductions or way to strategize
1:40.1	business deductions with an LLC. We will do something like that in a future episode. So if you are
1:45.2	interested in that, please let me know. But our goal is to try to help you as much as possible.
1:49.8	Now, one big thing I want you to know is that if you don't have a CPA in your corner and you feel
1:54.7	as though you have businesses or you have some advanced tax strategies that you feel as though
1:59.6	you could take advantage of, then hiring
	...

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