Episode Details
Back to Episodes
Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
Description
Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we dive into:
- Top year-end tax tips for later starters
- Affordable Care Act (ACA) premium tax credits
- Drawdown principles
- Moving through the 5 phases of retirement
- How a little tax awareness can go a long way
This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Bill, Jackie, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===
🆕NEW PARTNER: Alloy
The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
📩 Sign up for our newsletter (NEW!)
🌐 Visit Catching Up to FI website
☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"
🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)
📘 Tax Planning To and Through Early Retirement
--Cody Garrett
--Sean Mullaney
🌐 FI Tax