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Unlocking Tax Savings

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Manage episode 521633883 series 2965563
Content provided by Broadcasting Experts, LLC and Fred Saide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Fred Saide 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.

In Episode 225 of Money Matters USA, Fred Saide discusses the common issue of individuals overpaying on their taxes due to a lack of awareness of available opportunities. He emphasizes the importance of separating business and personal finances to maximize tax efficiency. Additionally, he highlights the significance of purposeful rebalancing in financial planning, stressing that rebalancing should be driven by clear goals and mutual understanding between the advisor and the client.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

  continue reading

102 episodes

Artwork
iconShare
 
Manage episode 521633883 series 2965563
Content provided by Broadcasting Experts, LLC and Fred Saide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Fred Saide 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.

In Episode 225 of Money Matters USA, Fred Saide discusses the common issue of individuals overpaying on their taxes due to a lack of awareness of available opportunities. He emphasizes the importance of separating business and personal finances to maximize tax efficiency. Additionally, he highlights the significance of purposeful rebalancing in financial planning, stressing that rebalancing should be driven by clear goals and mutual understanding between the advisor and the client.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

  continue reading

102 episodes

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