Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets. 

This week's theme is: Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy

I'm recording live from FinCon 2024 in Atlanta this week, and I'm excited to have Sean share his expertise and insights about what you'll want to consider to set yourself up for a strong position as we approach year-end 2024 deadlines. 

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur's Retirement Account. 

I really enjoyed my interview this week with Sean, and I hope you'll enjoy the conversation as well! 

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance