In this insightful episode, join me in a conversation with Sean Mullaney, renowned as The FI Tax Guy, as we delve into the strategic year-end tax moves that can significantly optimize your return. From savvy investment decisions to overlooked deductions, we unravel the practical steps you can take in December to not just meet, but exceed your financial goals. 

#FinancialWisdom
#TaxOptimization
#YearEndFinance
#FICommunity
#SmartInvesting
#TaxSeasonPrep
#FinancialFreedom
#DecemberFinance
#OptimizeYourReturn
#TheFITaxGuyTips

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478. Tax Wisdom: Year-End Moves for a Financially Savvy Future feat. Sean Mullaney (The FI Tax Guy)

Join us for thought-provoking conversations that empower you to Earn and Invest wisely, shaping your future while making informed decisions today. Every Monday, our wide-ranging panel discussions explore various financial topics, fostering engaging conversations that challenge conventional wisdom and provide fresh perspectives. Then, on Thursdays, we delve into individual interviews, offering deep insights from experts who share their experiences and expertise. While we may not always uncover definitive answers, our goal is to equip you with the essential questions necessary to navigate a richer path towards not only financial independence but living a life full of purpose, identity, and connections.

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Jannese Torres's new book is Financially Lit!: The Modern Latina’s Guide to Level Up Your Dinero & Become Financially Poderosa. In this episode we discuss how you become financially resilient. We cover the basic steps to tighten up your finances, remove the risk from corporate America, and wrestle control of your money.
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520. How to be Financially Unmesswithable w/ Jannese Torres

What do we do when markets are shaky? Do we change our retirement plan? In this community episode we discuss a recent article by Kerry Hannon about how should we adjust is this inflationary climate and interest rate uncertainty. We delve into asset allocation, rebalancing, and risk tolerance.
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519. Community Episode: Where to Invest When Markets Are Shaky w/ Shannah Game, Josh Bruce, Annette Maier

Adam Coelho is the host and creator of the Mindful FIRE Podcast. He is a google employee who teaches mindfulness to other employees as well as the public in general. In this episode we discuss meditating, envisioning, and how we overcome our negative money scripts from our past.
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518. Mindfulness, Envisioning, and Financial Independence w/ Adam Coelho

Have you found yourself feeling behind the eight ball? Does it seem too late to get your financial lives in order? In This rewind episode, we talk to Bill Yount and Becky Heptig of Catching Up To FI and they discuss both their regrets and triumphs. If you feel like you are late to the game, this episode is for you.
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517. Is it Ever Too Late (Rewind)? w/ Bill Yount and Becky Heptig

Are Safe Withdrawal debates ridiculous? More importantly, is there a way to be less rigid and actually withdraw more? In this rewind episode we chat with Christine Benz of Morningstar and Joe Saul-Sehy of the Stacking Benjamins podcast about alternatives to the four percent rule.
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478. Tax Wisdom: Year-End Moves for a Financially Savvy Future feat. Sean Mullaney (The FI Tax Guy)

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