Tax Planning for Now and Later

In episode 24, we welcome Andy Anderson, a CFP Financial Advisor at Creekmur Wealth Advisors. In this episode, we discussed a variety of topics regarding tax planning, including ways to reduce taxes and increase future after tax income. Andy is one of Dj and Mikes best friends from college, so we had a lot of fun in this episode as well. After this episode was recorded, we also had a live Q&A session with our Stock Dads Discord members where they were able to pick his brain. New episodes are released on Tuesday mornings and can be found anywhere you listen to podcasts! Join the Stock Dads Discord and gain exclusive access to: 1. FREE Personalized Financial Planning with a Financial Advisor from Perspective Wealth Planning Complete access to our exclusive Stock Dads Academy education program for beginner, intermediate, and advanced traders. A wide variety of educational resources and tools. Real-time alerts and ideas for stocks, options, crypto, forex, and real estate. Live Stocks and Sandals® podcast recordings and Q&A sessions with expert guests. The support of an entire community filled with like-minded dads. A heavily moderated, clean, spam-free, safe environment to learn, ask questions, and grow. An opportunity to network with other dads, entrepreneurs, small business owners, investors, etc. Tons of other awesome dad tips and tools (parenting, personal/professional development, entrepreneurialism, lawn care, home improvement, and more!). Raffles, cash prizes, giveaways, and so much more! Check out Creekmur Wealth Advisors at: www.creekmurwealth.com View their 401k investing service at: www.easy401.com Creekmur disclaimer: https://creekmurwealth.com/disclaimer/ For a free stock, use the links below. Robinhood App: http://join.robinhood.com/davidb831 Webull App: https://act.webull.com/pm/hzvYJLM8KHhr/crd/inviteUs/ If you would like to leave us a review, you can do that here: https://ratethispodcast.com/stocksandsandals