10 Tax Moves Everyone Should Review Each Year
The Personal Finance Podcast · 2026-03-04 · 44 min
Episode notes
Join Andrew’s FREE Investing for Beginner’s Masterclass. Click the Link Here Join the community built to help you master your money, stay accountable, and reach financial freedom. Try Master Money Academy free for 7 days today! In this episode of The Personal Finance Podcast, Andrew breaks down the 10 tax moves every high earner needs to make before year-end, covering how to max out tax-advantaged accounts, adjust your W-4 withholding, harvest tax losses, time Roth conversions, optimize your HSA, give to charity more efficiently, capture business deductions, and run a forward-looking tax projection so you stop reacting to taxes and start controlling them. Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Partner Deals Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Join the loyalty program for renters at joinbilt.com/PFP Go to to get your free life insurance quote. Thanks to Fundrise for Sponsoring the show! Invest in real estate going to Get 50% Off Monarch, the all-in-one financial tool at Find your next dream home, start searching now.