『Are You Wasting Money Just to Save on Taxes? | W/Guest Catherine Tindall | The Money Alchemist Podcast at FPA All Ohio (Part 2)』のカバーアート

Are You Wasting Money Just to Save on Taxes? | W/Guest Catherine Tindall | The Money Alchemist Podcast at FPA All Ohio (Part 2)

Are You Wasting Money Just to Save on Taxes? | W/Guest Catherine Tindall | The Money Alchemist Podcast at FPA All Ohio (Part 2)

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Is saving money on taxes always a good financial decision? What if you're spending money you otherwise wouldn't spend simply to get the deduction? In Part 2 of The Money Alchemist Podcast at FPA All Ohio, Brent Gargano, CFP® and Ben Jones, CFP® sit down with Catherine Tindall, CPA of Dominion to discuss what thoughtful tax planning can look like for financial advisors and business owners. Catherine explains why tax planning shouldn't simply be about finding another deduction. Before looking at more complicated strategies, business owners need to understand their financial infrastructure, projected tax liability, and where their money may actually create the greatest return. From there, the conversation gets much bigger than taxes. Brent, Ben, and Catherine discuss when it may make more sense to pay the tax, when reinvesting in the business could be worthwhile, how to identify bottlenecks, when outsourcing makes sense, and why the owner's own time can become one of the biggest constraints on growth. Ultimately, it's a conversation about treating your business as an asset and making more intentional decisions about where your next dollar should go. About Your Hosts Ben Jones, CFP® Managing Director, National Wealth Management Group www.nwmgadvisors.com  Sign up for Ben’s newsletter at www.karatstick.com  Follow him on X @thekaratstick https://www.linkedin.com/in/ben-nwmg/   Brent Gargano, CFP® Founder & Advisor, Infinite Wealth Planning  www.infinitewealthplanning.com linkedin.com/in/brent-gargano-cfp®-2067b573 Join Brent's Newsletter: https://forms.infinitewealthplanning.com/join-brents-newsletter Subscribe to The Money Alchemist Podcast for more conversations about investing, financial planning, retirement, markets, and building wealth consistently over time. In This Episode What good tax planning actually looks likeWhy bookkeeping and financial infrastructure come firstForecasting your tax liabilitySpending money just to get a tax deductionCashless vs. cash-based tax strategiesPaying the tax vs. reinvesting in your businessEvaluating the return on business expendituresFinding bottlenecks in your businessWhen outsourcing makes senseWhy the owner's time can limit growthThinking like an investor in your own businessBuilding a business with value beyond its owner FPA All Ohio Series This is Part 2 of our five-part FPA All Ohio series, featuring conversations with guests from across the financial planning profession. A special thank you to FPA All Ohio, the FPA Cincinnati chapter, and everyone who helped make these conversations possible. We still have three more guests to come, so subscribe or follow The Money Alchemist Podcast wherever you listen. Have a Question for Brent & Ben? Have a question about investing, retirement, financial planning, taxes, or the markets that you'd like Brent and Ben to discuss on a future episode? Submit your question through the link in our show bio. Your question could be featured in an upcoming episode of The Money Alchemist Podcast. Disclosure: The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results. Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions. Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including our Forms ADV and CRS, please visit our website www.nwmgadvisors.com or contact us directly. To connect with Ben Jones or Brent Gargano directly, email us at comments@themoneyaltchemistshow.com.
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