Concerned you might be missing something before the end of the year? For example, have you been wondering how to lower your taxes? What if you could download a 2 page cheatsheet that could help guide you on how to do that?
Download our 2023 Year End Checklist to figure out the specific steps.
Just text CHECKLIST to 1-833-343-2986 and get your free copy!
S7, Episode 36 - Spending vs Saving a Year of Travel
S7, Episode 35 - 7 Ways to Protect Your Spouse & Kids
S7, Episode 34 - Charitable Planning
S7, Episode 33- Investment Knowledge 2.0
S7, Episode 32 - Income from Annuities
The Road to Retire
S7, Episode 31 - Do Doctors Pay Too Much in Taxes?
S7, Episode 30 - Annuities
S7, Episode 29 - The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)
S7, Episode 28 - Thoughts on Speeding up and Slowing down
S7, Episode 27 - Tax Strategies with a Tax Attorney---Toby Mathis of Anderson Law Group
S7, Episode 26, A Chiropractor’s Journey in Real Estate with Dr. Jeannette Birnbach of Blue Ring Investors
S7, Episode 25 - What You Should Ask and Know About Malpractice with Jennifer Wiggins of Aegis Malpractice Solutions
S7, Episode 24 - Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities
S7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) Admin
S7, Episode 22 - Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital
S7, Episode 21 - Mind the Behavior Gap
S7, Episode 20 - The BIGGEST Tax Deduction for Small Practice Owners and 1099 Physicians
S7, Episode 19 - The BEST Time to Do Roth Conversions
S7, Episode 18 - The SUPER Back Door Roth
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