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The Retirement Tax Podcast - Encore episode: Understanding Your Tax Return: Part 1

Encore episode: Understanding Your Tax Return: Part 1

12/15/24 • 19 min

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The Retirement Tax Podcast

This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help you understand your tax return. Steven dived into both technical details and key reminders on what’s most relevant, along with important yearly changes to watch out for. This episode is as "hands-on" as it gets—so grab your own tax return and follow along as Steven breaks it down

https://zurl.co/oq0X3.

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This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help you understand your tax return. Steven dived into both technical details and key reminders on what’s most relevant, along with important yearly changes to watch out for. This episode is as "hands-on" as it gets—so grab your own tax return and follow along as Steven breaks it down

https://zurl.co/oq0X3.

Previous Episode

undefined - Throwback: The worst two words when planning for the future Ep.78

Throwback: The worst two words when planning for the future Ep.78

This week’s throwback takes us to one of our most popular episodes from last year, originally released on December 1st, 2023! In this episode, Ben and Steven had a less technical discussion and instead focused on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a plan and our ability to really consider changes we may need to make. Ben and Steven also talked about a live webinar they had together and some of the highlights of what was discussed there. Let’s revisit the powerful insights they shared!

https://zurl.co/B6lL

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