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Beyond The Stethoscope

Mar 9, 2020

Favorite quotes of the episode: “We have nothing but love for CPAs and tax professionals.”

“Pro-active strategic planning is always worthwhile.”

“PSA for the 2020 election year, beware of politicians spinning the truth to discredit their political opponents” (example: marginal tax brackets explained)

From the Next Millionaire Next Door, “70% of millionaires they studied have a budget.”

In this episode, I welcome back Isaiah Douglas of ID Financial Planning to discuss tax planning: perspectives from a spender and a saver. This episode is meant to start a conversation around the topic of taxes and is not tax planning nor financial advice.

Disclaimer: This podcast is for entertainment purposes only. 


Review of Cash Flow


New standard deductions

Charitable giving Federal vs. State

Donor-advised fund intro

DIY Taxes and Tax Software vs. hiring a CPA or Tax Advisor

Marginal Tax Brackets Explained


Your Tax Advisor (follow up with your personal tax advisor) article on Marginal Tax Brackets

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