Two Simple Tax Planning Tips + A Fun (Personal) Update

Learn how to: • Lower your tax bill • Optimize investments • Improve retirement success Click Here to Get Your FREE Retirement Assessment (https://www.definefinancial.com/start-here/) --------------------------------------------- Today I'm sharing two simple tax planning tips. These tips will help you catch common errors we're finding on 2020 tax returns. I'm also sharing some fun (personal) news with our listeners! 😲 If you've filed your 2020 tax return and want to avoid any big surprises this year, today's episode is for you.

Added 4 Jul 2026