You & Your Money cover logo

Why You Should Plan Taxes 2 Years at a Time

17m · You & Your Money · 06 Mar 10:00

PREPARATION is key to seamless tax planning. đź“ť

Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

The episode Why You Should Plan Taxes 2 Years at a Time from the podcast You & Your Money has a duration of 17:25. It was first published 06 Mar 10:00. The cover art and the content belong to their respective owners.

More episodes from You & Your Money

Yes, It’s An Election Year – But Markets Don’t Play Politics

Why are long-term investors wise to tune out the political noise during election cycles?

Laurence Hale, AAMS®, CRPS® explains.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Tips for Teaching Kids Financial Literacy

Discussing the topic of MONEY with your KIDS is a necessary step in their growth and development. 🚀

🎙️ Listen in and learn why...

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Monthly Market Update | April, 2024

đź’Ą After a strong Q1, we dive into the economic drivers behind continued growth, from low unemployment and consumer spending to moderating inflation.

What does that mean for you and your money? Find out in this quick update from Holly Wanegar, CFP®. 🎙️

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Stocks Are Up: What To Do Now

The stock market is off to a TREMENDOUS start in 2024...

BUT, rebalancing portfolios on a regular basis—during good times and bad—is key 🔑

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Owe Taxes? Do This Before You File and Save...

OWE TAXES? 🏦
See how you can keep more money in your own pocket withvaluable insights from Jim Zahansky, AWMA®.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Every Podcast » You & Your Money » Why You Should Plan Taxes 2 Years at a Time