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Money Guy Show

End of Year Tax Planning

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.62.8K Ratings

🗓️ 30 November 2012

⏱️ 28 minutes

🧾️ Download transcript

Summary

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down 2012. From investment planning to tax planning, the end of the year is always a great time to put the ‘finishing touches’ on making sure your financial house is in order.

Transcript

Click on a timestamp to play from that location

0:00.0

It's Brian Preston, the money guy.

0:02.9

Restoring order to your financial chaos, retirement, investing, taxing.

0:08.8

You've got financial questions.

0:10.4

He's got financial answers.

0:12.4

It's Brian Preston, the money guy.

0:15.5

Well, did everybody have a good Thanksgiving?

0:17.3

I ate way too much.

0:19.2

Well, if my voice sounds a little deeper, a little heavier, it's just the seven or eight pounds

0:23.4

that I'm carrying around, probably around that area.

0:25.8

And it's just my belly's pushing up now on any vocal regions.

0:29.8

That because I ate too much too.

0:31.8

I mean, the thing is, you have to understand my wife's family.

0:36.2

I remember, you know, kind of my first interaction, not first.

0:39.8

I mean, I've known them for years.

0:41.9

But when I was dating my wife and then I went and did the whole traditional asking for my wife's hand,

0:46.8

all her mother did was try to put food down my throat.

0:49.3

You know, and I was nervous and she's never seen you out to get you ready for marriage.

0:52.4

She's never stopped that tradition.

0:53.7

Every time I go to my wife's, you know, family's house, they always are trying to feed me.

0:58.4

She's a big cooker.

1:00.0

That's probably why my wife doesn't cook so much as she grew up in a house with

1:03.6

somebody who cooked as much as my mother-in-law does.

...

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