274 | Year-End Tax Planning Strategies with Sean Mullaney
2020 brought lower incomes for millions — but that also created a rare window for tax-savvy Roth conversions at historically low rates. Brad and Jonathan team up with tax expert Sean Mulaney to break down the year-end tax strategies that can save you thousands, from Roth conversions and tax-loss harvesting to…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from ChooseFI | Financial Independence Podcast
See all episodes →
620 | Book Club: Happy Money — When Is Enough, Enough? | Jillian Johnsrud & Ginger
619 | The Student Loan Rulebook Was Rewritten | Travis Hornsby
618 | You Learned How to Save. Now Learn How to Spend | Jesse Mecham
Similar episodes from other shows
More like ChooseFI | Financial Independence Podcast →
477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season
Year-End Tax Planning Moves
4 Tax Moves That Can Save You 6 Figures - Part 1 of 2
Act Now to Lower Taxes for 2026
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.