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4min chapter
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
Catching Up to FI
Optimizing Your Financial Strategies for Tax Efficiency
This chapter focuses on effective strategies for making informed financial decisions regarding taxes and investments. It highlights critical considerations such as the management of employee stock sales, charitable donations, fund selection, and the reinvestment of dividends for long-term growth.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode