What are 11 tax related new years resolutions I should adopt?

5 months ago
16

Struggling with taxes while trying to honor your faith? In this episode of the Ask Ralph Show, Ralph Estep Jr. shares how a small business owner turned a $12,000 tax burden into a $3,000 refund using 11 faith-based strategies. Ralph offers practical tips like maximizing retirement contributions, using tax-advantaged accounts, and smart tax-loss harvesting, all grounded in Christian values of generosity and stewardship. Through real-life examples and listener questions, Ralph shows how intentional, faith-aligned financial decisions can ease your tax stress and strengthen your generosity. Tune in for actionable advice to manage your finances while staying true to your values—and to set impactful, tax-related New Year’s resolutions that reflect your faith and financial goals.

https://www.askralphpodcast.com/tax-related-new-years-resolutions/

Podcast Timestamps:
00:00 Episode Overview
01:27 Heartfelt Message from Melinda
02:44 Join the Community
04:57 Bible Verse: 1 Timothy 5:8
06:40 11 Tax Resolutions to Save You Thousands
06:52 #1 Maximizing Retirement Contributions
08:35 #2 Optimizing Tax-Advantaged Accounts
10:04 #3 Strategic Tax Loss Harvesting
11:52 #4 Smarter Asset Location
13:12 #5 Long-Term Investment Strategy
15:06 #6 Enhanced Itemized Deductions
19:50 #7 Education Benefits Maximization
20:29 #8 Home-Related Tax Advantages
21:10 #9 Developing a Documentation System
22:16 #10 Professional Guidance
23:53 #11 Quarterly Review System
26:15 Call to Action
27:38 Action Steps You Can Take
28:55 Closing

Websites mentioned:
https://www.askralphpodcast.com/putting-into-retirement/
https://www.askralphpodcast.com/health-savings-accounts/
https://www.askralphpodcast.com/two-types-of-529-plans/

Ask Ralph Insiders Community
https://mailchi.mp/askralph.com/group

Ask Ralph Show Live
https://askralphpodcast.com/live

What is your question that you would like to ask Ralph? Send Your Question here: https://justaskralph.com/

Join our email list and get a free copy of “Mastering Your Finances” at https://askralph.com/

Schedule an Appointment with Saggio Management Group, Inc.
https://app.acuityscheduling.com/schedule/fabfb9f2/appointment/8258839/calendar/2141336?appointmentTypeIds[]=8258839

Loading comments...