Episode 17: How Society and Social Media Can Portray Relationships & Tax Preparation vs Tax Planning

Written By Lindsey Shunkwiler

Society and social media often paint an unrealistic picture of relationships, leading to misconceptions about love, marriage, and what truly sustains a long-term partnership. On the financial side, Brett breaks down the difference between tax preparation and tax planning, showing how proactive strategies like Roth conversions can help you prepare for future tax changes.

 

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Episode 17: How Society and Social Media Can Portray Relationships & Tax Preparation vs Planning
Lindsey Shunkwiler
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Episode 16: Stages of Long-Term Relationships & Tariffs: What Do They Mean for Americans?