Smart Year-End Tax Planning Tips episode artwork

EPISODE · Jul 27, 2026 · 54 MIN

Smart Year-End Tax Planning Tips

from Financial Issues · host FISM

Continuing last week's discussion on the importance of a mid-year financial checkup, the team turns to everyone's favorite planning topic—taxes. On today's episode, host Mark Minnella is joined by co-hosts Seth Udinski and Sam Case to discuss practical year-end tax planning strategies, including maximizing charitable giving, setting aside a portion of investment gains for taxes, and taking proactive steps before the end of the year. Later, Stefan Padfield of The Heritage Foundation joins the show to break down his latest article in The Daily Signal on "corporate red flags." He explains what these warning signs are, why they matter, and how investors can identify them when evaluating companies. At Financial Issues, we're in the middle of our Crossroads Kids Club Back-to-School Giving Campaign. Visit FinancialIssues.org and click the banner to help bring the message of Jesus to students in public schools. Become a Financial Issues Partner today! For $132 a year, you get full access to our stock picks, asset allocation models, and so much more. Join right here! If you believe in and want to support the work of FISM, donate securely today. Today's show is sponsored by Crossroads Kids Club. Discover how you can support children, families, and churches with a no-cost club structure, curriculum, training, and coaching for local church partners. Your generosity helps make this ministry possible. Visit reachourschools.com for more information and to see how you can make a difference today.

Episode metadata supplied by the publisher feed · Published Jul 27, 2026

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Smart Year-End Tax Planning Tips

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