Podcast Episode 9: Save Me Taxman!
by Financial Design Studio, Inc. / January 23, 2023
Do taxes scare you? We want to take the fear out of taxes, and the taxman is here to save you! Take a listen to this episode featuring Steve, our Tax Specialist! We will be discussing why he loves taxes, what he actually does, and how you can be ready for the April deadline. As you think about taxes, check out our Tax Savings Strategies Downloadable!
Behind the Designs Ep 9 : Save Me Taxman!
LISTEN TO THIS EPSIODE HERE (or where ever you stream your podcasts!)
Key Moments
2:16 What is tax season?
4:31 How do taxes and financial planning fit together?
10:14 What does tax season look like at FDS?
15:42 Why do taxes cause so much fear, anxiety, and stress?
21:34 How will you keep up with all the changes?
23:32 How do tax brackets work?
26:03 When should you work with an accountant?
29:26 How do we bring clarity to our clients?
32:37 We enjoy tax season! You should too!
Links for Save Me Taxman!
12 tax things to do before 12/31 Video
Learn more about our tax planning and preparation services!
Stay Connected!
If you want to hear even more episodes, like Save Me Taxman!, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform!
Credits for Episode 9
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP
Guest : Steve Smalenberger, EA
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Recommended Reading
Episode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.
Episode 60: The True Cost of Healthy Living with Rachel Staycheff-Hamm
In this episode, Rachel Staycheff-Hamm shares how a diagnosis changed her view on the cost of healthy living, and how it shaped her lifestyle
Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.