Tax Plan

Episode 15: The Tax Beams

Aug 12, 2022

In this episode, Eric and Katie discuss how building your “tax beams” properly can help support your Financial House.

Here are just a handful of the things that we'll discuss:

  • Taxes are lower now than they have been in almost a century
  • “We’re spending more money than we make, charging it to a credit card, and expecting our grandchildren to pay for it.” – David Walker
  • Planning ahead can help you position your assets in the most tax-efficient way to help support your Financial House

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