Not too late to save on this year's taxes

Host Shirley Rooker speaks with Joe Hemsley of Forward Together Financial Wealth Planning, who discusses strategies that can result in lower 2025 taxes. Is deferred income a good strategy? Should you consider a non-Roth IRA? How about increasing contributions to your retirement account? Are you aware of the lifetime gift exclusion?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode metadata supplied by the publisher feed · Published Oct 11, 2025

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Host Shirley Rooker speaks with Joe Hemsley of Forward Together Financial Wealth Planning, who discusses strategies that can result in lower 2025 taxes.

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Not too late to save on this year's taxes

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