S2 E16: Tax Strategies to Save Money on Tax Day for Retirees and Individual Investors episode artwork

EPISODE · Apr 15, 2024 · 21 MIN

S2 E16: Tax Strategies to Save Money on Tax Day for Retirees and Individual Investors

from Blue Chip FM · host Blue Chip Partners, LLC

Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, and since today - April 15th - is tax day, the guys share various tax strategies to help keep the government's hand out of your cookie jar, as well as some valuable tax planning tips to utilize throughout the year to make sure you don't leave money on the table. The guys also rejoice as Springtime hits Michigan. Conversation Markers: 0:35 – Market Recap – inflation, prints, and rate cuts? 3:47 – Keep the government's hand out of your cookie jar 12:02 – You're potentially leaving money on the table by not doing this one thing 20:36 –  Final Takes: The Masters Tournament and kicking off Springtime in Michigan [Episode Length: 21:49] Please click here for important disclosure information. 

Episode metadata supplied by the publisher feed · Published Apr 15, 2024

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S2 E16: Tax Strategies to Save Money on Tax Day for Retirees and Individual Investors

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