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Is It Too Good To Be True?
At this time of the year, the office is getting a flurry of phone calls about tax season. While most clients are calling about their regular tax planning, we are always surprised about the number of clients who reach out with questions about a new tax “strategy” that they saw online.
The idea: I’m going to beat the system!
...Not so fast. In this week’s episode, Marc and Marion track how the idea of “beating the system” has been around since they both started in the industry, and how it often doesn’t lead them anywhere.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 1069391
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
View all episodes
By Freedman Financial
5
66 ratings
At this time of the year, the office is getting a flurry of phone calls about tax season. While most clients are calling about their regular tax planning, we are always surprised about the number of clients who reach out with questions about a new tax “strategy” that they saw online.
The idea: I’m going to beat the system!
...Not so fast. In this week’s episode, Marc and Marion track how the idea of “beating the system” has been around since they both started in the industry, and how it often doesn’t lead them anywhere.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 1069391
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean