A Wiser Retirement®
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial independence!
A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.
Disclosure: This podcast is strictly for informational purposes only and is not to be considered as investment advice or a solicitation to buy or sell any financial products, securities, digital assets, or any other investment vehicles, or a basis to make any financial decisions. Wiser Wealth Management, Inc. is a registered investment adviser with the SEC. The hosts and/or guests may personally own securities, digital assets, or other investment vehicles mentioned on this podcast. Neither the hosts nor guests of the show are compensated for their participation and no referral fees are paid to or received by any host or guest for clients, listeners, or similar interest. Investments involve risk, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
A Wiser Retirement®
239. How can I reduce my current taxable income?
On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against risky practices like creative accounting or intentional losses.
Podcast Episodes Referenced:
- Ep 229: How do I avoid capital gains tax?
YouTube Videos Referenced:
- Can a donor-advised fund reduce taxable income?
- How to Reduce Taxable Income as a Business Owner?
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- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
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