Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 20 June 2022
⏱️ 12 minutes
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Transcript
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| 0:00.0 | Welcome to the early retirement show. If you are a long time listener, thank you. And if you are new to the show, |
| 0:06.3 | as a reminder, this show is dedicated to helping you retire early, otherwise known as the show dedicated to helping you understand what you have to do to be in a position where you are financially free, where work is now optional. |
| 0:20.1 | So whether you are a few years out from retirement and you just want to know everything to prepare |
| 0:25.5 | for that big date or you're new in your journey and you want to get a head start on maximizing |
| 0:31.9 | what you've worked so hard for throughout your life, this is the show for you. |
| 0:36.3 | So we discuss everything from investments to |
| 0:39.2 | taxes to insurance and everything that comes in between. So without further ado, let's go |
| 0:44.8 | ahead and hop into today's episode. Welcome back to the show and we have a fun episode for you |
| 0:50.7 | today. Today is about the five hidden tax savings opportunities you can do every year. |
| 0:56.6 | And by due, I mean, look into doing. Of course, everyone might not make most sense for you. |
| 1:01.9 | But if it does, then wonderful. Let's certainly save. We don't need to pay a dime more in taxes than we need to. |
| 1:08.1 | So, as you've all known in the past few episodes, I've been going through |
| 1:12.1 | recent reviews and highlighting them. So if you have a review that you'd love to leave on the |
| 1:16.9 | podcast app on Apple, please feel free to go ahead and do so. If you want to check out more content |
| 1:22.6 | on YouTube, I've got some exciting plans for that as well. So always continuing to grow and try to make financial literacy, a more common thing that |
| 1:32.3 | we can all talk about. |
| 1:33.8 | And so I want to start this episode by just going over this recent review by Podcast Guy |
| 1:39.4 | 9090909, which tells me he listens to a lot of podcasts, so I was well received to hear this. |
| 1:47.8 | So he said, this podcast changed my life. |
| 1:50.3 | Ari continues to bring intelligent perspectives on all things personal finance and money |
| 1:54.5 | management. |
| 1:55.2 | Highly recommend to all. |
... |
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