In this episode of Keep It Simple, the Asset Builder team digs into the ever-important topic of taxes. Advisors Adam Morse, Janet Griffith, and Joey Bodinger break down simple, actionable strategies to wrap up your 2024 taxes and set yourself up for success in 2025 and beyond. Taxes might not be thrilling, but the crew keeps it real, cutting through the noise to bring you practical tips you can trust. From last-minute 2024 moves to forward-thinking wealth strategies, they’ve got you covered.  

The team explores ways to optimize your tax situation—whether it’s maximizing deductions now or planning smarter for the future. They remind us that while they’re not CPAs, their insights are here to spark ideas and encourage chats with your tax pros. Key topics include last-chance 2024 tax moves, tax-advantaged accounts, investment tweaks, and the feel-good world of charitable giving—all aimed at keeping more money in your pocket and less with Uncle Sam.  

[00:00] Intro: Welcome to Keep It Simple

[01:16] 2024 Taxes: Last-Minute Moves

[06:45] Looking Ahead: Tax-Advantaged Accounts  

[16:20] Roth Conversions: Pay Now, Save Later   

[25:12] Tax-Efficient Investing: Portfolio Tips

[35:17] Charitable Giving: Do Good, Save Taxes  

[43:05] Wrap-Up: Takeaways and Next Steps