Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid

32:32
 
Share
 

Manage episode 468601883 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The words “fun” and “taxes” probably don’t go together in your mind.

But, as I mention on today’s episode, they do at Keen Wealth!

Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren’t overlooking any details or making any mistakes that might not be fixable.

Whether you’re working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.

  continue reading

241 episodes

Artwork
iconShare
 
Manage episode 468601883 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The words “fun” and “taxes” probably don’t go together in your mind.

But, as I mention on today’s episode, they do at Keen Wealth!

Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren’t overlooking any details or making any mistakes that might not be fixable.

Whether you’re working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.

  continue reading

241 episodes

Alle episoder

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play