Skip to site content

You don’t want to get stuck with a big tax bill! Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We use these strategies for ourselves and our clients and, in this episode, we’re going to walk you through the basics. Put these into practice today and you’ll have complete peace of mind when tax season comes around next year!

In this episode, you’ll learn:

  • Why you need to pay attention to Capital Gains Distributions
  • How Charitable Giving can help you save BIG during tax season
  • Which accounts need to be maxed out by year-end
  • How to avoid surprise tax bills and penalties from the IRS

Research and resource from this episode:

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:

  • Episodes of The Money Guy Show every Friday
  • Episodes of Making a Millionaire every other Monday
  • Mini-shows every Wednesday
  • Ask Money Guy Livestreams every Tuesday
  • Tons of other fun content!
Related Content

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Articles

The Best Tools for Filing Your Taxes in 2026 Thumbnail

Articles

The Best Tools for Filing Your Taxes in 2026

Have you filed your taxes yet? You still have ample time left until the April 15th deadline, but it’s probably best not to procrastinate too...

6 Financial Changes To Make in 2026 Thumbnail

Articles

6 Financial Changes To Make in 2026

There is no need to wait until an arbitrary date on a calendar to make positive changes in your financial life, but if you are...

The IRS Just Announced 2026 Tax Changes! Thumbnail

Articles

The IRS Just Announced 2026 Tax Changes!

Each year, the IRS adjusts retirement account contribution limits, standard deductions, marginal tax rate brackets, and more for inflation. I’m happy to announce that it...

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

Was It Easier For Previous Generations To Build Wealth? (Full Breakdown) Thumbnail

Episodes

Was It Easier For Previous Generations To Build Wealth? (Full Breakdown)

Did Baby Boomers really have it easier, or is building wealth still possible today? We break down key factors between Baby Boomers and Gen Z...

Side Hustles Are Overrated (Do This Instead) Thumbnail

Episodes

Side Hustles Are Overrated (Do This Instead)

Are side hustles overrated? We have a hot take about side hustles, and we are ready to share a better approach to reach your financial...

How Much You Should ACTUALLY Save Thumbnail

Episodes

How Much You Should ACTUALLY Save

In this episode, we reveal our new and improved resource, answer your financial questions, and show how Mickey Mouse can help you build your great...