At first glance, debt and taxes may seem like two of the least empowering uses of money. After all, both functions can get in the way of your financial plan, if you’re not careful. But what if our understanding of debt and taxes is built on a handful of misconceptions?
In this episode of Own Your Wealth, host Jason and special guest Zach Carver, CPA, CFP®, discuss the good, the bad, and the timely aspects of owing money. From timing your taxes to optimize your savings, to differentiating between good and bad debt, this conversation offers actionable insights worth considering today.
Listen now for:
‘Good debt’ vs. ‘bad debt’—and why good debt can sour
The advantages of minimizing your tax return
How timing your expenses can positively impact your taxes
When reducing your taxes can come back to bite you
And more
Connect with Zach Carver CPA, CFP®:
Zach Carver
Resources:
Linkedin: Cook Wealth
Cook Wealth
Connect with Jason:
Linkedin: Jason Deshayes
TLDR
Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz