In this episode I discuss the actions you need to take in these last few weeks of the year if you want to prevent loss of your Agency through unnecessary tax payments. I give resources you can review to grow your financial Knowledge which brings Control over your resources and thus Agency. Have a listen and reach out to me if I can help you in these remaining weeks!



  • Spend time reviewing previous podcasts and discussions on tax strategies.
  • Shares a client’s story about selling property in a cyclical market, exploring different tax strategies and considerations.
  • The idea of 1031 tax deferred exchanges, and how they can sometimes lead to risky situations.
  • Gives advice on questions to ask your CPA, and offers to help listeners understand their tax return.
  • Ways to offset taxes, such as real estate professional status and running your own short-term rental.
  • Greater financial knowledge leads to greater control over financial assets, ultimately resulting in greater agency over one’s entire life.

Links and Resources from this Episode


Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

Listen to the Full Episode