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 |
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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.
Introduction to Wealth Building: Setting Financial Goals
Wealth Mindset: Freedom from limiting beliefs around making money
Business: ”What are the tax implications of being paid in equity?”
Marriage and Money: Budgeting and Financial Planning in Marriage
Financial Planning: The Ultimate Guide on how to get control of your finances
Innovation: Helping women and minority owned businesses find more money for their businesses
Entrepreneurship: ”Where do I find money to start a business?”
Real Estate: The mindset difference between rich buyer and sellers and the middle class
Financial Planning: ”How do I find a job that pays well that I love?”
Wealth Mindset: Working through the emotions of the wealth journey
Business: Smoothie King Business Study Takeaways
Financial Planning: ”How do we find the money to afford children?”
Real Estate: Housing Affordability in the DFW Metroplex
Financial Planning: ”How do I support my aging parents, pay my bills, and save for the future?”
Innovation: Bitcoin at the Center of the New Financial System
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Financial Planning: ”How am I ever going to save enough money to pay for a wedding?”
Real Estate: Managing short term rental properties ”Airbnbs”
Wealth Mindset: ”How do I get out of living this paycheck to paycheck cycle?”
Investing: We are entering the Age (Era) of Women
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