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Category: Tax Planning

35 results found
article

How to Legally Avoid Paying Taxes in Retirement!

Updated: December 4, 2023

Did you know that there are perfectly legal strategies you can use to AVOID paying taxes in retirement? Contributing to…

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episode

How to Avoid Paying Taxes in 2024

Updated: April 1, 2025

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article

Mutual Funds vs. ETFs: What Are the Tax Implications in a Taxable Account?

Updated: November 8, 2023

ETFs and mutual funds look pretty similar, but they have a few distinct differences. Does it matter if you invest…

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episode

9 Things You Need to Do Before 2023 Ends!

Updated: April 1, 2025

It is never too early to start thinking about financial decisions you may need to make before the end of…

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article

Is Entrepreneurship the BEST Way to Become a Millionaire?

Updated: June 18, 2025

Becoming an entrepreneur can be a great way to earn income, but starting a business can come with many bumps…

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faq

How Do I Know What Tax Bracket I Am In?

We have great resources to help people understand tax brackets. When determining a person’s taxes, there are a couple of…

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article

Why You Shouldn’t Focus on Your Effective Tax Rate

Updated: June 18, 2025

In this highlight, we discuss why you shouldn’t focus on your effective tax rate and how you should approach this…

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episode

How to Save Thousands of Dollars in Taxes in 2024

Updated: May 15, 2025

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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article

TurboTax vs Hiring a CPA: Which Should You Choose?

Updated: June 18, 2025

When do you know it’s time to hire a CPA to do your taxes? In this highlight, Brian and Bo…

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episode

Do These 4 Things with Your Finances BEFORE 2023!

Updated: April 1, 2025

There are unique financial opportunities available at the end of the year – especially this year with the market down.…

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