EPISODE · Oct 3, 2025 · 29 MIN
EP 40 - Tax Planning Happens Now
from Playbook of the Wealthy · host Playbook of the Wealthy
Proactive tax planning: In this episode, Dave and Heather discuss the importance of proactive tax planning, especially for business owners and retirees. They emphasize the need for understanding tax withholding, navigating life changes, and avoiding penalties. The conversation also covers strategies for high-income earners and the significance of working with a CPA to optimize tax situations. The hosts share personal anecdotes and professional insights, making the topic relatable and informative for listeners.
What this episode covers
Proactive tax planning: In this episode, Dave and Heather discuss the importance of proactive tax planning, especially for business owners and retirees. They emphasize the need for understanding tax withholding, navigating life changes, and avoiding penalties. The conversation also covers strategies for high-income earners and the significance of working with a CPA to optimize tax situations. The hosts share personal anecdotes and professional insights, making the topic relatable and informative for listeners.
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EP 40 - Tax Planning Happens Now
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