Monika Heaton, CEO of Decision Financial Services Inc. episode artwork

EPISODE · Apr 21, 2025 · 0 MIN

Monika Heaton, CEO of Decision Financial Services Inc.

from The 60 Second Podcast · host Matt McCoy

Send us Fan MailTax planning isn’t just a Q4 scramble — it’s year-round strategy.In this episode, we bust one of the biggest myths about tax planning with a true expert who knows the ins and outs of proactive tax strategy. Forget the “buy a car in December” playbook — this guest lays out why your tax professional should be part of your financial life every month. Tune in to hear how to stop overpaying and start planning smarter.Find out how to treat your tax advisor like your financial doctor.

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Monika Heaton, CEO of Decision Financial Services Inc.

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This episode was published on April 21, 2025.

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Send us Fan MailTax planning isn’t just a Q4 scramble — it’s year-round strategy.In this episode, we bust one of the biggest myths about tax planning with a true expert who knows the ins and outs of proactive tax strategy. Forget the “buy a car in...

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