• Episode # 24: Post Year-End Tax Moves & Planning Ahead (with Tyler Landes, CFP®)

  • 2025/03/20
  • 再生時間: 56 分
  • ポッドキャスト

Episode # 24: Post Year-End Tax Moves & Planning Ahead (with Tyler Landes, CFP®)

  • サマリー

  • We're back, baby! After a year-long hiatus (and a new baby in the Hill household!), Personal Finance from the Hill-Top is kicking off Season 2. In this episode, I’m joined by my good friend Tyler Landes, CFP®, as we break down the last-minute tax planning moves you can still make before Tax Day (April 15th).

    What We Cover:

    Post-Year-End Tax Moves – What you can still do now (HSA, IRA, Roth IRA, SEP IRA, Solo 401(k))

    Avoiding Tax Filing Mistakes – The common errors that could cost you

    What to Do If You Owe the IRS – Payment options, extensions, and penalties

    Planning Ahead for Next Year – Tax projections, safe harbor rules, and why tax planning is a year-round sport

    Fluff & Fun – Girl Scout cookies, BBQ rankings, and the never-ending struggle of dad hair styling

    💡 Want to pay only what you owe (and not a penny more) next year? Tax planning is part of what we do as financial planners—don’t hesitate to reach out!

    📌 Show Notes & Links:

    🔹 Learn more about Tyler Landes at Tandem Financial Guidance

    🔹 Find me (Kyle Hill) at Hill-Top Financial Planning

    🔹 Book a free 30-minute intro call: Schedule Here

    🔹 Follow us on social: LinkedIn - Kyle | LinkedIn - Tyler

    🎧 Subscribe so you don’t miss future episodes, and if you enjoy the show, leave a 5-star review! (Because, let’s be honest, 5 stars is the appropriate number of stars. ⭐⭐⭐⭐⭐)

    Skip the Fluff: 20:45

    📢 Disclaimer: This episode is for educational purposes only and is not tax or investment advice. Consult your tax professional or financial advisor for guidance on your specific situation.

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あらすじ・解説

We're back, baby! After a year-long hiatus (and a new baby in the Hill household!), Personal Finance from the Hill-Top is kicking off Season 2. In this episode, I’m joined by my good friend Tyler Landes, CFP®, as we break down the last-minute tax planning moves you can still make before Tax Day (April 15th).

What We Cover:

Post-Year-End Tax Moves – What you can still do now (HSA, IRA, Roth IRA, SEP IRA, Solo 401(k))

Avoiding Tax Filing Mistakes – The common errors that could cost you

What to Do If You Owe the IRS – Payment options, extensions, and penalties

Planning Ahead for Next Year – Tax projections, safe harbor rules, and why tax planning is a year-round sport

Fluff & Fun – Girl Scout cookies, BBQ rankings, and the never-ending struggle of dad hair styling

💡 Want to pay only what you owe (and not a penny more) next year? Tax planning is part of what we do as financial planners—don’t hesitate to reach out!

📌 Show Notes & Links:

🔹 Learn more about Tyler Landes at Tandem Financial Guidance

🔹 Find me (Kyle Hill) at Hill-Top Financial Planning

🔹 Book a free 30-minute intro call: Schedule Here

🔹 Follow us on social: LinkedIn - Kyle | LinkedIn - Tyler

🎧 Subscribe so you don’t miss future episodes, and if you enjoy the show, leave a 5-star review! (Because, let’s be honest, 5 stars is the appropriate number of stars. ⭐⭐⭐⭐⭐)

Skip the Fluff: 20:45

📢 Disclaimer: This episode is for educational purposes only and is not tax or investment advice. Consult your tax professional or financial advisor for guidance on your specific situation.

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