The Personal Finance Podcast - 10 Tax Moves Everyone Should Review Each Year

Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy https://mastermoney.co/join/ today! In this episode of The Personal Finance Podcast, Andrew breaks down the 10 tax moves every high earner needs to make before year-end, covering how to max out tax-advantaged accounts, adjust your W-4 withholding, harvest tax losses, time Roth conversions, optimize your HSA, give to charity more efficiently, capture business deductions, and run a forward-looking tax projection so you stop reacting to taxes and start controlling them. Listen to The Business Show here https://www.thebusinessshowpodcast.com/episodes/ Partner Deals Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at http://Indeed.com/personalfinance Join the loyalty program for renters at http://joinbilt.com/PFP Go to http://policygenius.com to get your free life insurance quote. Thanks to Fundrise for Sponsoring the show! Invest in real estate going to http://fundrise.com/pfp Get 50% Off Monarch, the all-in-one financial tool at http://www.monarch.com/PFP Find your next dream home, start searching now. Download the http://Realtor.com app today DeleteMe: Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off! Resources Mentioned: Master Money HSA Tracker https://docs.google.com/spreadsheets/d/1YU4D0OBQejIbH7BBIYUw6pI8IgJf3U4wKi8sELSJD5I/edit?usp=sharing Latest Podcast Videos: How to Grow Your Wealth (By Age!) https://youtu.be/hKEhFohfhRo 9 Life Lessons After 500 Episodes https://youtu.be/HQvRDqAhwKs How to Buy a House in 2026! https://youtu.be/kRYUx2uuuGY The Simple Path to Wealth (With J.L. Collins) https://youtu.be/-02BNewBfbo 9 Things That Are a Complete Waste Of Money (Be Careful!) https://youtu.be/18KWuV516uU Connect With Andrew on Social Media: Instagram https://www.instagram.com/mastermoneyco/ TikTok https://www.tiktok.com/@mastermoneyco Twitter https://twitter.com/mastermoneyco Master Money Website https://mastermoney.co/ Episode Chapters: 00:00 - Master Annual Tax Strategies 05:34 - Maximize Tax-Advantaged Accounts 11:13 - Adjust Your W-4 Withholding 16:30 - Harvest Investment Tax Losses 21:10 - Execute Strategic Roth Conversions 31:15 - Optimize HSA & Fund Taxes 35:04 - Leverage Donor Advised Funds 39:40 - Maximize Business Tax Deductions 42:50 - Audit 529 Education Plans 45:15 - Identify Your Marginal Bracket 47:52 - Join Master Money Academy