This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.
 
Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs &amp; Advisors.
&nbsp;
Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

Year End Tax Planning with Brian Pugliese, CPA

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

Business

Education

Self-Improvement

Investing

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger &amp; Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

Share Year End Tax Planning with Brian Pugliese, CPA

Sign up to save your podcasts

Year End Tax Planning with Brian Pugliese, CPA

Year End Tax Planning with Brian Pugliese, CPA

More shows like Financial Planning Explained

Money Guy Show

Sound Retirement Radio

Your Money, Your Wealth

Retirement Starts Today

Big Picture Retirement®

The Rational Reminder Podcast

Retire With Purpose - The Retirement Podcast

The Perfect RIA

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Ready For Retirement

Barron's Advisor

Ask The Compound

Retirement Planning Education, with Andy Panko

The Efficient Advisor: Tactical Business Advice for Financial Planners