In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
Smarter Tax Planning | Austin Preece | Growing Money with Sean Trace
Growing Money with Sean Trace
40 minutes
4 weeks ago
Smarter Tax Planning | Austin Preece | Growing Money with Sean Trace
I sat down with Austin Preece, a 28 year old planner out of Wisconsin, to talk about money the way real people live it. We started with the human side, trust first, numbers second, because if you cannot say your priorities out loud, the spreadsheet will not save you. Austin breaks it down like a coach, track your spending, actually read your tax return, know what is coming in and what is leaking out. We get into tax planning that shows real dollar value, how to avoid the classic one year Roth...
Growing Money with Sean Trace
In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
