In this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang!
Notes:
In this episode Luis talks about:
- The tax planning strategies he uses with his clients
- Tax Loss Harvesting
- How to best maximize your employee benefits
- Taking advantage of the current high interest rate environment
And more……..
Resources:
· Visit On My Way to Wealth
· Luis’ LinkedIN
· Luis’ Twitter
· Luis’ IG
· On My Way to Wealth YouTube Channel
