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

Tax Planning In Retirement - How To Save On Taxes

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

🗓️ 14 March 2022

⏱️ 15 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below). 2021 Tax Return Checklist NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning p...

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, 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. 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 early retirement show. And in today's

0:50.9

episode, we're going to be talking about taxes and specifically how you can lower them

0:55.3

and not pay a dime more than you need to especially with tax time coming up so if you've already filed

1:00.6

your return no problem this is just going to be helpful information especially for next year and just

1:05.4

things to consider when filing taxes really at any time but if you have not filed yet certainly

1:10.6

want to listen to this

1:11.6

episode to understand how you can save on taxes. Now, today's episode is going to be referencing

1:16.9

a checklist for a portion of it. So reminder that this will be in the description below. So if you're

1:22.6

not following long or you go, Ari, I don't even know what you just said. That did not sound like

1:26.1

English. No worries at all.

1:28.2

In the description, you will be able to click, and I've included a link there so that it's just a

1:32.9

drop box where you can go in and see what issues should you be considering when reviewing your

1:38.4

tax return, just making sure that everything is being reported properly, but also making sure

1:43.5

you do not leave anything on the table. but also making sure you do not leave anything

1:45.0

on the table. Because by making sure you report everything, one, you're avoiding any potential

1:50.5

penalties or additional taxes, but two, you are taking advantage of all of the deductions that

1:56.3

are available to you because by reporting everything properly, it's where either you or your tax preparer

...

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