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Make Your Money Matter


Mar 1, 2023

It's everyone's favorite time of the year... TAX SEASON! And for some, tax season presents many challenges... some old and some new. But there could be light at the end of the tunnel.

In this episode, Brad shares 3 very important frames of reference you should be discussing with your tax preparer. Plus, a little reminder of why we pay income tax in the first place.

Listen now. 

Show Highlights Include:

  • Did The 16th Amendment Make Sense? (1:25)
  • Complying with The Tax Code. (4:01)
  • Know These 3 Frames Of Reference. (6:05) 
  • Taxes Equal Planning. (13:26) 
  • Bring It All Up With Your Tax Preparer. (15:39)

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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