Jake Of All Trades | Podcast Host | Financial Advisor | San Antonio, Texas
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Taxes, taxes, taxes...

7/30/2018

 
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It’s everyone’s favorite season, TAX Season…

Whether you use a software program or a CPA or you just let your parents file your taxes, this is the time to reflect on how you file your taxes; more importantly it’s a time to learn different strategies to keep more of your money. As you make more money, you will be required to pay heavier taxes, and every situation is unique.

I spoke with a three different individuals from three different viewpoints, who each talked about their different views on how to file their taxes and keep their money.
In this episode:
  • Listen to a bookkeeper explain the number one thing every small business owner should be doing to prepare for their taxes.
  • Learn the importance of getting educated on taxes (Hint: You may be LOSING money!)
  • How wealthy people protect themselves from overpaying on taxes
  • What you could be doing differently today if you don’t have lots of big assets, because you are just beginning your career
  • Whether you are self-employed, a career professional, or a small business owner, this episode on taxes is for you!

Have questions about Financial Life After College? Email Jake@youandifinancial.com and I may read your questions on the show!

Follow me on Twitter and Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

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This communication strictly intended for individuals residing in the states of TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. www.finra.org/www.sipc.org. Fixed insurance products and services offered through CES Insurance Agency.

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