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Ep 4: Planning for Taxes with Jeff Socha
Today we are talking about a big expense and one of the key parts of your financial foundation, taxes. Taxes are complicated and having a plan to be proactive about them can seem daunting. So Jeff Socha, founder of Socha Consulting, is joining us to explain a bit about the tax rulebook and why it’s important to have a good tax strategy.
TIMESTAMPS
1:38 – Talking about taxes today
2:22 – Jeff’s backstory
5:34 – Earliest memory of money
9:30 – Giving money away
11:43 – Tax planning
15:09 – Knowing the tax rulebook
24:43 – Strategy vs compliance
32:43 – Tax strategy done poorly
37:09 – Tax strategy done well
42:32 – Higher investable assets
48:26 – What questions should you ask your advisor?
49:58 – Where to find more information
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.jeffsocha.com/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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By Scott FordToday we are talking about a big expense and one of the key parts of your financial foundation, taxes. Taxes are complicated and having a plan to be proactive about them can seem daunting. So Jeff Socha, founder of Socha Consulting, is joining us to explain a bit about the tax rulebook and why it’s important to have a good tax strategy.
TIMESTAMPS
1:38 – Talking about taxes today
2:22 – Jeff’s backstory
5:34 – Earliest memory of money
9:30 – Giving money away
11:43 – Tax planning
15:09 – Knowing the tax rulebook
24:43 – Strategy vs compliance
32:43 – Tax strategy done poorly
37:09 – Tax strategy done well
42:32 – Higher investable assets
48:26 – What questions should you ask your advisor?
49:58 – Where to find more information
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.jeffsocha.com/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.