Why You Need a Micro and Macro Tax Lens

There are a couple different ways to view taxes – through micro and macro lenses. You’ve probably heard of micro and macro economics, but today’s show is all about preparing for tax season.
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There are a couple different ways to view taxes – through micro and macro lenses. You’ve probably heard of micro and macro economics, but today’s show is all about preparing for tax season.

We’re getting a little nerdy today, which we love, but we’ll also be talking big picture so you understand how these tax tips can help your financial future. CPAs often look at your past finances, but you should also prepare for your future money.

Here’s some of what you’ll learn on this episode:

  • Why you have to consider variables in tax planning. (6:01)
  • Why you need to keep the conversation going about your taxes and how often we should meet. (9:12)
  • Our final thoughts about this crucial topic for your finances. (13:30)

Thanks for checking out the Your Retirement Elevated Podcast. We’ll talk to you again on the next show.

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724