Episode 17: How Society and Social Media Can Portray Relationships & Tax Preparation vs Tax Planning

From Hollywood love stories to Instagram-perfect relationships, society and social media create unrealistic expectations about love. But what’s the truth? In this episode, we debunk common relationship myths and explore how to build a real, lasting connection—beyond the highlight reel.On the financial side, Brett breaks down: 💰✔️ The key differences between tax preparation and tax planning✔️ Why waiting until tax season could be costing you money✔️ How strategic Roth conversions and tax-free growth can set you up for the future✔️ What to know about future tax rates and how to plan ahead