Financially Intentional
Why the Tax System Is Not Built for You and How to Win Anyway - Episode 115
Mar 6, 2025
Dr. Sherry Peel Jackson, a retired CPA and former IRS agent with over 35 years of experience, dives into how the wealthy leverage tax laws to keep their wealth. She discusses the financial advantages of owning a business, including valuable deductions that many miss. Sherry shares her personal journey from the IRS to entrepreneurship, emphasizing the importance of financial literacy and mentorship. Listeners will learn practical steps to stop overpaying on taxes and transform their financial futures.
45:38
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Quick takeaways
- Dr. Sherry Peel Jackson reveals how establishing a home-based business enables individuals to take advantage of valuable tax deductions and financial strategies.
- The podcast emphasizes the importance of mindset and discipline in achieving long-term financial goals rather than succumbing to immediate gratification.
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Actionable Financial Strategies
The podcast emphasizes the importance of actionable financial advice rather than just success stories. The host shares insights gained from listening to podcasts that helped her pay off nearly a million dollars in debt and set her children up for financial success. The discussions focus on practical strategies for eliminating debt, making wise investments, and building generational wealth. The intention is to empower listeners with tools and knowledge to navigate their own financial journeys effectively.
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