60: Coordinating Your Financial Plan with Your Tax Planning

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 11 September 2015

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Yes...You need to coordinate the two plans, but how difficult is it to get your financial planner and CPA on the "same page"? Sometimes it's very difficult. Join Mark and Mat with their favorite financial advisor Randy Luebke as they discuss options and strategies to build wealth, diversify your portfolio and save taxes at the same time. Randy Luebke js the president of Lifetime Paradigm, Licensed Mortgage Broker, Registered Investment Advisor, and Real Estate Broker. This will be a power pac...

Transcript

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0:00.0	Broadcasting worldwide.
0:07.0	Refreshing takes on legal strategies.
0:10.2	Straightforward answers to difficult tax questions.
0:13.2	Independent ideas on building wealth.
0:15.8	It's the Refresher Wealth Show with Mark Kohler and Matt Sorensen.
0:19.8	Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter
0:24.4	with important tax deadlines and articles at refresh your wealth.com.
0:28.8	Now, here's Mark and Matt.
0:44.1	Welcome everyone to the Refresh Your Wealth Show with Mark Kohler and Matt Sorensen.
0:51.1	The Refresh Your Wealth show is a show dedicated to helping you navigate the law, save on taxes, and build your wealth.
0:54.2	And today we are going to accomplish all three of those things together.
1:00.6	There's a lot of ways you can listen to our show. You can find us on biztalkradio.com,
1:06.5	the biz talk radio app. You can also find prior shows at refreshyourwealth.com or under the iTunes show, under the podcast for the Refresh Your Wealth show. So excited to have you with us today.
1:12.9	And really excited for the topic today. We're going to be talking about money. And I know
1:19.6	we're talking about how to make it and how to keep it. Talk about some financial planning
1:24.1	tips today. And Mark, I'm excited for this. We get the pleasure of picking these topics and things we're interested in learning about. So what are we going to talk about, Mark? Well, Matt, we're selfish. We're just selfish. You know, we've got to admit it sometimes. Right. It's true. It is. And, you know, many of you have maybe had this experience in life. when you give a speech or a presentation, you oftentimes are the one that benefits the most from it more than your attendees. And so we know the listeners today. We are a little selfish. We're excited for this topic because we have learned so much about this on a regular basis and then even preparing for today.
2:01.5	So our special guest that will be joining us here later in the show at the bottom of the hour
2:05.4	is Randy Lubke.
2:06.6	He's a financial advisor, a registered financial advisor and has a lot of initials behind
2:11.0	his name.
2:11.4	He's been on our show before.
2:12.9	And he is going to help us try to dissect this topic of coordinating your financial plan with your tax plan.
	...

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