I was honored recently to be a guest on Bartelle’s Money Talk podcast, hosted by Johnny and Theresa of Bartelle’s Financial Coaching. They were both so warm & made me feel right at home. I hope you enjoy our conversation as we discuss:
- What the Augusta Rule is (and how to legally rent your house to your business tax-free!)
- How 401k profit sharing can lower taxes and grow wealth
- Simple steps to reduce your tax bill before year-end
- The story of one client where tax planning saved them $68,000
- Another story of a client that saved $100,000 using a Roth conversion during a business loss year
Enjoy! I hope you find it valuable.
