The Stacking Benjamins Show

Last Minute Tax Tips That Could Save You Thousands (with CPA Bob Wheeler)

04.05.2023 - By StackingBenjamins.com | Cumulus Podcast NetworkPlay

Download our free app to listen on your phone

Download on the App StoreGet it on Google Play

Ready to hit "send' on your taxes? Before you do, Bob Wheeler from the Money You Should Ask podcast, and a working CPA, joins us to dive into what YOU can do to maybe lower your tax liability. We'll cover frequent mistakes, what to do if you can't pay, and how to negotiate with the IRS. 

In today's headline, we dive into a 44-year-old's advice on how to build up enough "F.U." money to retire early, and the potential rewards and dangers of early retirement. And, on the Haven Lifeline, we answer a question from our Facebook group "The Basement" about how safe your IRA is if the custodial institution goes under.

FULL SHOW NOTES: https://stackingbenjamins.com/bob-wheeler-1339

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

More episodes from The Stacking Benjamins Show