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Accessible Finance Episode 30: What does a planner look at on your tax return, and what should you be looking to optimize? episode artwork

EPISODE · Apr 2, 2024 · 31 MIN

Accessible Finance Episode 30: What does a planner look at on your tax return, and what should you be looking to optimize?

from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. If you are interested in a free, personalized assessment of your financial situation, please head here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://equilibriumfp.com/free-assessment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.

What this episode covers

If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. If you are interested in a free, personalized assessment of your financial situation, please head here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://equilibriumfp.com/free-assessment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.

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Accessible Finance Episode 30: What does a planner look at on your tax return, and what should you be looking to optimize?

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Frequently Asked Questions

How long is this episode of Accessible Finance For Retirement?

This episode is 31 minutes long.

When was this Accessible Finance For Retirement episode published?

This episode was published on April 2, 2024.

What is this episode about?

If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. If you are...

Can I download this Accessible Finance For Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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