Key Takeaways:
Chapters:
| **Timestamp** | **Summary** |
| ------------- | ----------- |
| 0:00:07 | Introduction and disclaimer about investment advice |
| 0:00:48 | Discussion about tax planning for the fourth quarter |
| 0:02:41 | Suggestions for donating non-cash items and investment assets |
| 0:05:09 | Maximizing 401K contributions and prepaying expenses for tax benefits |
| 0:07:10 | Paying quarterly taxes to avoid underpayment penalties |
| 0:09:49 | Exploring the history of taxes and their influence on behavior |
| 0:10:53 | Taking advantage of employer-matched 401K contributions |
| 0:11:31 | Maximizing HSA contributions for medical expenses |
| 0:12:08 | Considering donor advice funds for charitable donations |
| 0:12:38 | Using business funds to make charitable contributions for nonprofits |
| 0:13:36 | Discussion about the number 13 |
| 0:13:48 | Personal connection to the number 13 |
| 0:14:08 | How to contact Allison for tax planning assistance |
| 0:14:32 | Disclaimer about investment advice and performance |
Powered by ReiffMartin CPA and Stone Hill Wealth Management
Social Media Handles
Follow Philip Washington, Jr. on Instagram (@askphillip)
Subscribe to the Wealth Building Made Simple Newsletter https://www.wealthbuildingmadesimple.us/
Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
The Benefits of Regularly Reviewing Your Financial and Estate Plan
Lessons on Business Planning and Exit Strategies
Understanding the Factors that Affect the Value of Your Business
Maximizing Tax Savings with Depreciation and Credits for Businesses
A Guide to Due Diligence and Risk Assessment
Understanding the Abundance of Wealth
Tips for Checking Your Paycheck in 2024
The Path to Wealth Building and Market Success
Mark Cuban’s Sale of the Dallas Mavericks and Investment Insights
A Strategy for Catching Big Investment Trends
Bread Fables: Money as a Measure of Success
Planning for Business Exit: Start Early and Build Value
Bread Fables: Challenging Common Money Beliefs
Planning for Business Risks: Divorce, Disagreement, Disability, Distress, and Death
Stress in Entrepreneurship: Finding Balance and Success in Business
Simplifying Business Planning for Success in Wealth Building
Maximizing Business Value: The Importance of Exit Planning
Rewiring Your Financial Attitude: Overcoming Challenges to Wealth Building
Learn About the Benefits of Donor Advised Funds for Tax Planning
Investment Growth: Factors and Nontraditional Opportunities Explained
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast