Tax Wisdom: Year-End Moves for a Financially Savvy Future
In this insightful episode, join me in a conversation with Sean Mullaney, renowned as The FI Tax Guy, as we delve into the strategic year-end tax moves that can significantly optimize your return. From savvy investment decisions to overlooked deductions, we unravel the practical steps you can take in December to not just meet, but exceed your financial goals.
The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Jordan and the Earn & Invest podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.
This episode is Sponsored by Monarch Money
Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.
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