Top 10 Year-End Tax Planning Tips for 2020!

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 20 November 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Make sure you maximize your tax dollars this year! Whether just starting out or reaching a new level of financial complexity, we have important tax planning tips you can take advantage of before the year ends. For more info, visit: https://www.moneyguy.com/2020/11/top-10-year-end-tax-planning-tips-for-2020/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Top 10, you're in tax planning tips for 2020.
0:05.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:12.0	investing, taxing.
0:14.0	You've got financial questions, he's got financial answers.
0:17.6	It's Brian Preston, the money guy.
0:20.4	Yeah, Brian, I like this show.
0:23.4	Well, I'll have to go and say it.
0:24.8	I'm excited about this show because even, you know, we do this thing live and we have
0:29.2	folks in the chat and even some folks are in, hey, I wish you guys would, you talk about
0:33.2	like tax tips for retired folks.
0:35.0	What I think is beautiful is we've gone through this top 10 tips and I think that they're
0:39.2	going to hit no matter where you are in your financial journey.
0:41.7	If you're someone who's just starting out day one, you just got your job yesterday.
0:46.4	Congratulations.
0:47.5	Some of these tax tips are going to be helpful for you.
0:49.2	And if you're someone who has reached the apex of financial independence and you're
0:52.8	just looking on how to optimize, we've got some tax tips built in here for you as well.
0:57.2	That's exactly right. It's not even eight, you know, some younger people will have grabbed
1:01.9	this from it.
1:02.9	Older people will have this and then successful people will have this.
1:06.4	Sure income people.
1:07.6	We have something for everybody.
	...

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