Mark hosts this week’s episode from Crested Butte, Colorado, discussing his recent travels, moving preparations, and the intricacies of tax planning.
After a brief hiatus due to a European trip, Mark shares personal stories and financial wisdom, touching on the importance of annual tax planning, the complexities of selling a home, and strategies to optimize tax deductions and avoiding estimated tax penalties.
He also offers a glimpse into his upcoming travels and the potential impact on future episode releases.
If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line.
Episode Links:
Mark’s Money Mind YouTube Channel
IRS Publication 505 – Tax Withholding and Estimated Tax
IRS Publication 523 – Selling Your Home
IRS Form 2210 – Underpayment of Estimated Tax
Fun Buckets & Donor Advised Funds – Episode 019
Finding Your Tribe – Episode 005
Timestamps:
- 00:29 Apologies and European Adventures
- 01:12 Current Life Updates and Moving Plans
- 01:50 Travel, Moving, and Taxes
- 02:38 The Big Move Details
- 06:55 Tax Planning Insights
- 13:17 Advanced Tax Strategies
- 28:49 Upcoming Travels and Events