A Wiser Retirement®

57. Opportunities Missed on Tax Returns

Listen Later

Casey Smith is joined by guest, Jordan Sute, CPA from Sute CPAs talk about W-4 tips and opportunities missed on tax returns.

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!

...more
View all episodesView all episodes
Download on the App Store
A Wiser Retirement®By Wiser Wealth Management
  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

49 ratings

More shows like A Wiser Retirement®

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,241 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

804 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,303 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

455 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

541 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

551 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

The Long View by Morningstar

The Long View

924 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

829 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

49 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,065 Listeners

Engage: The Podcast for Delta Pilots by Delta MEC Communications

Engage: The Podcast for Delta Pilots

95 Listeners

Passive Income Pilots by Tait Duryea and Ryan Gibson

Passive Income Pilots

129 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

151 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners