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!

Tax Brackets Explained Video

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

Ready to take the next step?

Schedule a quick call with our financial advisors.