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Description

Tax preparation is not tax planning. One concept that separates accumulators of wealth from non-accumulators is their willingness to spend when they are not legally required to. Tax prep is required but tax planning is optional. 

Listen to hear why you should consider taking that option.

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, now slated to launch in the Fall of this year, 2019.  The book is about belief. A belief that we can overcome the unique economic challenges we face as a generation, follow our passions, live with compassion and still achieve a personalized version of an American Dream.

I hope you enjoy the episode, please rate it.  Also feel free to: