Life & Taxes | Sean Mullaney | 013

Sean Mullaney is the FI Tax Guy.  Like budgets, the B word, taxes, or the T word can be intimidating and generate stress and avoidance.  Sean makes tax planning and retirement accounts fun and engaging.  We must all play the tax game by the rules and work to pay the least tax allowable under the law.  Taxes are one of our biggest costs in life and always remember that what you don't spend, you get to keep. Sean is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial independence.  In 2022 he authored the book Solo 401(k): The Solopreneur's Retirement Account. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Mullaney Financial & Tax The FI Tax Guy The Advantages of Living on Taxable Assets First in Early Retirement Sean's TikTok Advice Blog Post which includes Tax Rate Arbitrage Early Retirement and Social Security HSAs and Previously Unreimbursed Qualified Medical Expenses Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual.  Becky, Bill and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services.