Month: May 2023

How To Strategize Your Taxes For Maximum Benefit (Ep. 108)

How To Strategize Your Taxes For Maximum Benefit (Ep. 108)

When someone mentions “taxes” or “tax season”, it may cause you to tense up and feel a wave of stress. 

This usually happens when people aren’t confident in their tax strategies and worry they may be losing more money than they have to.

In this episode, Tim Scannell delves into the world of tax strategies and explores some practical tips and tricks for individuals and businesses to maximize their tax savings.

Tim discusses:

  • The difference between tax deferral and permanent tax savings
  • The pros and cons of tax deferral and how to know if it’s the right choice for you
  • Tax strategies for business owners and how to maximize the amount of hard-earned money you keep and reinvest in your business
  • Some recent tax policy changes and how to find out if they affect you or your business
  • And more

Resources: 

Connect With Tim Scannell:

 

Finding Your Lifelong Accountability Partner (Ep. 107)

Finding Your Lifelong Accountability Partner (Ep. 107)

Lifelong relationships aren’t just created outside the workplace.

These types of relationships are created with colleagues and clients all the time!

In this episode, Tim Scannell discusses how he curates his professional relationships as well as how he helps others find and maintain meaningful relationships, including accountability partners, both in and out of the financial world.

Tim discusses:

  • The relationship he has had with a client since 1990 and how he maintains it
  • Financial accountability partners and how he helps people find theirs
  • How he helps families curate realistic college education plans
  • Tips on how to achieve those specific retirement goals you may have (like retiring on the beach!)
  • And more

Resources: 

Connect With Tim Scannell: