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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

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

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 20 June 2022

⏱️ 12 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactl...

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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