Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness". The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness," shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence. The audiobook, which is narrated by Jamila, and the eBook are available in the Apple store. As a money expert who “walks her talk” she helps brave listeners also known as Journeyers; gain clarity around their finances and create an actionable plan to reach their goals. Her mission is to teach, inspire and help others reach Financial Freedom and Financial Independence.
http://www.journeytolaunch.com/
episode 38: How To Optimize Your Taxes and Make The System Work For You W/ Shane Mason
Shane Mason, CPA/PFS, CPF, is a New York-based accountant, financial planner, and all-around tax wizard that joins the show this week to discuss the one topic that has many Americans baffled: taxes. He specializes in accounting, tax preparation and financial planning services for small and medium business owners, creatives, tech professionals, expatriates and foreign nationals living in the US. Shane and I crossed paths during my search for the assistance of a new tax professional and we are delighted to have his expertise on the show to unravel tax law and what it means for everyone on the journey to Financial Independence.
In this episode, we talk about:
- Why we have to pay taxes
- Why you should consider hiring a tax professional
- How tax refunds work
- Why a large tax refund isn’t necessarily a great thing
- Common mistakes made when filing taxes
- Amending a tax return
- Determining the right investment account for your income
- Factors to consider when determining where to invest first
- The new tax law changes and how they affect you
At the end of the podcast, I also talk about the waitlist to the soft launch of my monthly membership program. Get monthly tips, tools, and classes to help you launch to Financial Freedom. Click here to sign up and be the first to be notified when the doors open in Summer/Fall 2018.
(YNAB, my favorite budgeting app is giving Journeyers a 2-month free trial, no credit card required to try their amazing budgeting system, check it out here!)
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Other related blog posts/links mentioned in this episode:
- 3 Questions To Ask Before Spending Your Tax Refund
- Why You Shouldn't Want A Tax Refund
- IRS Withholding Calculator
- Sign up for Credit Sesame using my affiliate link and get your free credit report and other resources to help you monitor and improve your credit
- How We Saved $169,000 in 2 Years With the Help of This Budgeting System
- Join The Weekly Newsletter List
- Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast!
- Watch me on News12 Watch my latest segments on News12
- My One on One Money Coaching Services – Get my personalized 1on1 money coaching expertise to help you reach your financial goals
- YNAB – Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 2 month trial of YNAB, my go-to budgeting app by using my referral link.
Connect with Shane on:
- ShaneMasonCpa.com
Connect with me:
- Journey To Launch Instagram
- Journey To Launch Twitter
- Journey To Launch Facebook Page
- Join the private Facebook Group