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A Wiser Retirement® - 70. 10 Important Things to Know About Taxes

70. 10 Important Things to Know About Taxes

10/06/21 • 15 min

A Wiser Retirement®

The team is joined by Jordan Sute, CPA from Sute CPAs to kick off our new series on all things tax. They go over 10 important things to know about taxes. Make sure you listen to our podcast in the coming weeks as we take a deep dive into these 10 tax tips.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
Click here to schedule a consultation with one of our financial planners.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

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The team is joined by Jordan Sute, CPA from Sute CPAs to kick off our new series on all things tax. They go over 10 important things to know about taxes. Make sure you listen to our podcast in the coming weeks as we take a deep dive into these 10 tax tips.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
Click here to schedule a consultation with one of our financial planners.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

Previous Episode

undefined - 69. Achieve Financial Success in Retirement

69. Achieve Financial Success in Retirement

The team recaps our series on retirement and goes over the five steps to achieve financial success in retirement.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
Click here to schedule a consultation with one of our financial planners.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

Next Episode

undefined - 71. How to Find the Right CPA for You

71. How to Find the Right CPA for You

When hiring a CPA to prepare your tax returns, it is important to determine if he or she is equipped to service your needs. Many people think a CPA understands all aspects of the IRS code. This is an unrealistic assumption. There are certain questions you should ask a CPA when interviewing them to make sure they are the best fit for you.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
Click here to schedule a consultation with one of our financial planners.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

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