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Podcast: Retirement Quick Tips with Ashley
Episode: Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy | Recap
Description: It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was:Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I really enjoyed talking with Sean and getting his perspective on year-end tax planning considerations for investors. The most important takeaway from this week is that it's always important in the last few weeks of the year to take a look at your income and tax situation and decide if there is anything else you could or should be doing to help with ke...