Let's Save a Bundle on Taxes (with Hannah Cole) - SB1532
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 17 June 2024
⏱️ 72 minutes
🧾️ Download transcript
Summary
Tax planning in June? Of course! Why would you wait until next year, when you can't make ANY financial moves that save you money, to start figuring out how to cut your tax bill? Right now, at nearly the halfway point of the year, we'll dive into how to understand your taxes and make cuts with our tax planning mentor, Hannah Cole. Hannah will walk us through tax savings ideas for everyone, and then we'll focus on those people who have either started a side hustle or who are entrepreneurs and share some great tips for business owners. Even if you're just dreaming about having a business or "working for the man," we've got you covered.
Plus, in our headline segment, two brothers woke up one day this spring and found themselves disinherited, losing out on approximately one million dollars! How did that happen? It could have all been avoided, and YOU can avoid this problem too. We'll walk you through HOW to make sure your beneficiaries receive the funds you've decided should go to them. We'll also explain how wills and trusts work, and get you started toward building a better "estate plan."
Of course, Doug brings his awesome trivia challenge AND we answer a question from a Stacker in need.
FULL SHOW NOTES: https://stackingbenjamins.com/tax-planning-year-round-1532
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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Transcript
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| 0:00.0 | It is Monday and you know what the best way is to start your Monday? |
| 0:06.8 | That may be the, yes, if I weren't being sarcastic, absolutely. |
| 0:11.8 | But sadly, it's with a kitchen sink that won't drain because God knows. |
| 0:18.4 | That's always a fun, a fun way to spend the money. |
| 0:20.1 | Is that what you're dealing with |
| 0:20.9 | right now? Yeah, there's something. Doug likes this motion too, but you take your plunger and you go up, |
| 0:26.2 | down, up, down, up down, up down, up, down. Two hands. I built a career with that motion. |
| 0:33.6 | Too bad. Doug wasn't here to help mom unplug the sink beforehand. You rushed in at the last second. |
| 0:38.7 | Yeah, maybe 25 seconds. I'd have had that baby cleared. It would have been great. But truly, I think the best way to start our Monday is the way we do it every week here in the basement. For our new stackers, we want you to raise your mug right now with whatever drink |
| 0:55.8 | you have. And we're going to salute to people that kept us safe all weekend long when we were |
| 1:00.5 | all partying on behalf of the men and women making podcast to mom's basement and the men and women |
| 1:05.6 | at Navy Federal Credit Union. Here's to our troops. Let's go stack some Benjamins together now, shall we? |
| 1:12.2 | Drink chocolate milk. |
| 1:14.9 | All right, here we go. |
| 1:17.2 | Hold your ears, folks. |
| 1:19.1 | It's showtime. |
| 1:25.5 | Live from Joe's Mom's Basement, it's the stacking Benjamin show. |
| 1:36.0 | I'm Joe's mom's neighbor Doug, and when's the best time to plan your taxes? |
| 1:44.8 | No, it's not April 14th. |
| 1:47.0 | It's way before tax day, like today. |
| 1:49.9 | So let's learn how to plan ahead for paying taxes with artist and host of the Sunshine podcast, Anna Cole. |
| 1:57.3 | In our headlines, how would you like to give your ex a million bucks? |
... |
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