CPA hand on calculator and financial advisor hand writing a plan concept for tax planning vs tax advice

Tax Planning vs Tax Advice

Personal Finance

October 28, 2024

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What is the difference between tax planning vs tax advice? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss planning versus advice and the potential strategies used to lower your lifetime tax bill. #taxstrategy #financialadvice #wealthmanagement

Watch the video podcast version on YouTube

Find it Fast:

00:00—Intro
01:20—Tax planning vs tax advice
05:24—Technology and modeling strategies out

Roleplay

11:07—Rate cut
14:24—Dock workers
15:56—S&P 15,000 prediction
18:21—Losing a fortune with Pelton
20:26—Founder of Barnes and Noble
22:32—Bond market vs. stock market

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about tax planning and strategies, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff“

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