Tax Planning
Legal, meaningful ways to keep more of what you earn.
Tax alpha compounds quietly, year after year. This collection covers year-end strategies, Roth conversions, tax-loss harvesting, HSAs, charitable giving, direct indexing, and why taxes alone should almost never drive investment decisions.
- 1Ep. 15Sep 28, 2021
2021 Year-End Tax Planning With Brian King
Democrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues.
- 2Ep. 75Nov 22, 2022
Charitable Giving and Tax Strategies to Consider ft. Plancorp’s Sara Gelsheimer
Giving to charity is relatively straightforward, but there are many ways to maximize your gift (and benefit) with just a little planning.
- 3Ep. 89Feb 28, 2023
How to Create a Budget That Actually Works
Creating a budget and sticking to it is difficult for most people because the process is time-consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet.
- 4Ep. 120Oct 4, 2023
Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones
The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP® joins the show to explain these important planning opportunities that deserve your attention before the end of the year.
- 5Ep. 162Jul 24, 2024
When Tax-Loss Harvesting Makes Sense (And When It Doesn’t)
Today, we’re dissecting a strategy that many believe is a must-do for every investor—Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone?
- 6Ep. 172Oct 2, 2024
Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates?
Today, we’re exploring a timely topic: Roth conversions and the potential expiration of the Tax Cuts and Jobs Act in 2026. For many of us, this presents an important opportunity to lock in today’s lower tax rates.
- 7Ep. 181Dec 4, 2024
Smart Year-End Tax Tips to Reduce Investment Taxes in Retirement
As we approach the end of the year, many people are thinking about their finances—holiday budgets, charitable donations, and yes, taxes.
- 8Ep. 183Dec 18, 2024
6 Ways Tax Projections Could Save You Thousands
The biggest financial mistakes don’t usually happen all at once. They creep in slowly—through small, seemingly harmless decisions made without considering the bigger picture. It’s not the one-time splurge or a single bad investment that derails a financial plan; it’s the compounding effect of missed opportunities and avoidable missteps.
- 9Ep. 215Jul 30, 2025
Why Tax Benefits Shouldn’t Drive Your Investment Decisions with Adam Cmejla
I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks.
- 10Ep. 221Sep 10, 2025
Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement
Today we’re going to talk about municipal bonds—what they are, when they make sense, and how to use them in a retirement-focused portfolio.
- 11Ep. 224Oct 1, 2025
Year-End Tax Planning After the OBBBA
Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the “One Big Beautiful Bill Act (OBBBA)” reshapes year-end planning for pre-retirees, equity-comp executives, and business owners—and what still works vs. what to rethink.
- 12Ep. 225Oct 8, 2025
Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock
If there’s one topic I’ve talked about more than anything else this year — with clients, with other advisors, and on stage at conferences — it’s 351 exchanges.
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