Last Minute Tax Tips That Could Save You Thousands (with CPA Bob Wheeler)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 5 April 2023
⏱️ 52 minutes
🧾️ Download transcript
Summary
Ready to hit "send' on your taxes? Before you do, Bob Wheeler from the Money You Should Ask podcast, and a working CPA, joins us to dive into what YOU can do to maybe lower your tax liability. We'll cover frequent mistakes, what to do if you can't pay, and how to negotiate with the IRS.
In today's headline, we dive into a 44-year-old's advice on how to build up enough "F.U." money to retire early, and the potential rewards and dangers of early retirement. And, on the Haven Lifeline, we answer a question from our Facebook group "The Basement" about how safe your IRA is if the custodial institution goes under.
FULL SHOW NOTES: https://stackingbenjamins.com/bob-wheeler-1339
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.
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Transcript
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| 0:00.0 | Okay, right here. |
| 0:02.0 | It says right here in this account we have $401,000. |
| 0:06.0 | Jackpot? |
| 0:07.0 | No, that says you have a 401 account. |
| 0:11.0 | If you liquidate that right now, you'll have, you know, maybe $5,000. |
| 0:16.0 | So what happened to the other $396,000? |
| 0:22.8 | What is wrong with the two of you? |
| 0:33.8 | Live from Joe's Mom's Basement, it's the Stacking Benjamin Show. Oh! |
| 0:34.4 | Oh! |
| 0:35.6 | Oh! |
| 0:36.6 | No! Jim and show. |
| 0:44.4 | I'm Joe's mom's neighbor, Doug, and if you're like me and like to wait |
| 0:46.2 | until the very last minute to do anything, |
| 0:49.8 | you're going to love today's guest. |
| 0:52.1 | He's our last minute tax help pro, Bob Wheeler. |
| 0:56.2 | In our headline segment, |
| 0:57.8 | we'll share lessons from a fortune story |
| 1:00.0 | about a 44-year-old who retired early. |
| 1:03.5 | What can we learn? |
| 1:04.9 | Maybe a bunch. |
| 1:06.2 | Plus, we'll throw out the Haven Lifeline |
| 1:08.0 | to a lucky stacker, |
... |
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