On this episode Jake discusses the difference between tax prep and tax planning. Jake and Kirk also discuss an article on Nerd Wallet “Tax Planning for beginners.” While paying your taxes may not be the most exciting event of your year, learning to strategize with your money by understanding the tax system is a critically important part of maintaining your growing wealth.
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!
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