Although we know tax planning is about as fun as a mammogram, they are something we have to do every year. Our goal for this episode is to help you glide into tax season with ease. Let’s make sure we are prepped, proactive, and ready to make the most of our taxes.
In this episode, we have Eric Blake, CFP®, Founder, and Lead Financial Advisor at Blake Wealth Management. Eric may not be a fan of taxes but loves tax planning. Listen along as we discuss some of Eric’s strategies to save on your taxes.
We will explore the following and much more:
· How proactive tax planning can give you control. (2:00)
· Here are some items on your tax return that could help you save money on next year’s taxes. (6:18)
· If you are in a lower tax bracket now, here are some adjustments you may want to make. (10:54)
· How an HSA could be a great tool for you in retirement planning. (17:16)
Resources:
Learn more about our guest: https://pursestrings.co/professional/eric-blake-cfp/
Find a Purse Strings Approved Professional - Click Here
Check out our Facebook Page - Click Here
Join our community of Financially Fearless Women - Private Facebook Group
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
Popular Podcasts
1. Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
2. Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
3. Crime Junkie
If you can never get enough true crime... Congratulations, you’ve found your people.