150: 2023 Year-End Tax & Financial Planning Strategies
On My Way to Wealth
English - November 22, 2023 08:00 - 18 minutes - 42.9 MB - ★★★★★ - 18 ratingsInvesting Business financialadvice retirement buildingcredit financialplanning generationx genx gettingoutofdebt investinginvestments money saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 149: Rich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax
In this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang!
Notes:
In this episode Luis talks about:
The tax planning strategies he uses with his clients Tax Loss Harvesting How to best maximize your employee benefits Taking advantage of the current high interest rate environment
And more……..
Resources:
· Luis’ IG