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Tax season is upon us! Preparing to file your taxes can be daunting. There’s a lot of information to gather and keep track of, and it’s not always easy to remember everything that happened in your financial life over the past year. Did you sell any assets at a gain? Take on a short-term contract job? Move to a new location? Many events can have tax consequences, even if they’re not immediately obvious.

In today’s episode, Chris and Danny share tips and best practices to help you get started on the right foot this tax season. They also discuss common pitfalls and mistakes that could result in a higher-than-expected tax bill. Be sure to give this episode a listen!

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Support the Show:
patreon.com/TheFinancialPhilosophers

If you would prefer the video version of this podcast, join us on our YouTube channel over at
https://www.youtube.com/@financialphilosophers

To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.

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This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.

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In today's episode, Chris and Danny talk about what's currently on their minds as they look ahead to 2026, and why so many people feel uneasy about the financial and economic landscape right now. They touch on the growing political and economic tensions shaping the moment, from uncertainty around monetary policy and inflation to broader concern about debt, markets, and global trade.

Rather than trying to predict the future, the conversation focuses on what you can control. Chris and Danny walk through practical, risk-reducing steps individuals and families can consider in uncertain times (e.g., how to think about debt, the importance of liquidity, portfolio rebalancing, preparedness, etc.) while emphasizing the importance of staying disciplined and staying the course.

Support the show

Support the Show:
patreon.com/TheFinancialPhilosophers

If you would prefer the video version of this podcast, join us on our YouTube channel over at
https://www.youtube.com/@financialphilosophers

To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.

--------------------------------------------------------------------
This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.

Send us a text

Before you (or someone else) surrender that permanent life insurance policy for its cash value, listen to this conversation. In today's episode, Chris and Danny walk through the real alternatives people rarely talk about: keeping the death benefit while using the cash value as a flexible asset, reduced paid up (RPU) options, switching an IUL/VUL from a growing death benefit to a level death benefit, decreasing the death benefit, selling the policy via a life settlement, donating a policy to charity, using the cash value as an emergency fund or bond alternative, and more. Chris and Danny also cover the key facts you must gather (e.g., health information, financial goals, detailed policy information, etc.) so you don't make a rushed decision based on Reddit hot takes or loud YouTube opinions. Tune in if you want the right questions to ask, the tradeoffs to weigh, and several options you probably haven't considered.

Support the show

Support the Show:
patreon.com/TheFinancialPhilosophers

If you would prefer the video version of this podcast, join us on our YouTube channel over at
https://www.youtube.com/@financialphilosophers

To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.

--------------------------------------------------------------------
This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.