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What if we told you that you could save millions on taxes throughout your lifetime, regardless of your current financial status? That's exactly what we're discussing as we reveal powerful tax-saving strategies you can implement to minimize your tax burden. In this enlightening conversation, we uncover how to decrease income taxes and capital gains taxes, increase tax deductions, and create a multi-year strategy to maximize your savings.
We also tackle the topic of retirement savings and the potential tax consequences for your children when inheriting funds from an IRA. We emphasize the importance of understanding these implications and how to manage lifetime taxes effectively to leave your loved ones better off. Additionally, we explore the importance of balancing your financial goals with charitable giving, ensuring that your resources are used responsibly without sacrificing your long-term objectives. Don't miss this valuable episode, where we ditch the suits and help you get the most out of your hard-earned money!
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Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.
Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia
📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com
👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.