How to Review a Tax Return (as a Retirement Planner)

[@richhill9064]

You have enlightened me I’m 57 and have always avoided tax understanding I’m a semi retired dentist in Mississippi, 30 plus years I trust my CPA who I’ve had 30 years but I never asked her to explain all this stuff to me

[@linneasimchah1621]

So grateful I came across you. Your financial videos are not gimmicky, and I can listen/learn with my guard down. I'm 47 and taking a very deep dive into learning financial literacy. So far, the goofiest story I've heard about whether someone is inclined toward personal finance mgmt is a FA's sister. She HATED learning about personal finance, and tried to strike a deal with her FA brother that if he would manage her finances with integrity, she'd clean his bathrooms.

[@lakshmi5538]

I am novice in tax and finance . I am grateful to find your videos. It is absolutely informative! Appreciate your time to share your insight, Andy!

[@sandiwong9836]

Thank you so much for generously offering your knowledge with the youtube community - I learn so much from you! Your explanations are very clear for us non-professionals. I enjoy your podcast as well. Thank you Andy Panko!

[@RetirementPlanningEducation]

Thank you!

[@DevinCarroll]

Thanks Andy! Good stuff as always 👍

[@pibble2]

Thank you Andy. This is very helpful and gives a great deal to talk to my clients about. By extension you have helped all my clients as well. Excellent work.

[@JS-fo1md]

ANDY, the topic really grabs my attention...now to listen to it...(I am all about understanding my 1040 and state to find ways to minimize taxes...). I'll be back. Sam Pittsburgh 8/25/23

[@FederalRetirementPlanning]

great review Andy

[@RetirementPlanningEducation]

thanks!

[@keithgehrke3588]

Thanks~ Great info... I tried the retirement planner link and it seems to be non functioning, what planner do you recommend and do you have any affiliates in the Dallas market?

[@RetirementPlanningEducation]

try this: www.tenonfinancial.com/advisor-referrals

[@RetirementPlanningEducation]

Or if you're looking for "advice only" people who don't require management of your investments: www.adviceonlynetwork.com

[@kimozacharytago6959]

Is the packet available for non-clients? I was just wondering if there was a way I could get it so I could follow along. Thank you!

[@kimozacharytago6959]

Not a FA, but inspired to learn - coming from Kitces podcast you were in!

[@RetirementPlanningEducation]

Here you go: www.tenonfinancial.com/webinar-info-packet

[@kimozacharytago6959]

@@RetirementPlanningEducation Thank you! Notes are the best, btw, your Q&A content are the best. Keep it up, and I'll be sending a question here or there soon.

[@joelcorley3478]

Andy, in the future please record at least at 720p. This video is at 360p, which makes the text of the tax returns almost illegible. 1080p would be preferrable.

[@RetirementPlanningEducation]

The HD version of the video is processing. I got a bit trigger happy and probably shouldn't have made the video public until the HD processing was complete. The HD version should be done processing at some point and then the video quality will be much better

[@stephelast9161]

Thanks. Looks good now on Sep 20, 2022