In this episode, George and tax specialist Christine Smith unpack the auto deduction and how business owners can use it to optimize their tax strategy. They explore mileage vs. actual expenses, depreciation rules, record-keeping, and common pitfalls. If you use a vehicle for work, this conversation highlights key planning opportunities before year-end!

Get in touch with Christine:

christinelambertea@gmail.com

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

Ever wonder how cash flow, investments, taxes, and estate planning all fit together? Today, George sits down with Joe Neff, CFP®, CSLP® of Measured Wealth, to break down the process and the payoff of smart financial planning. Joe also shares insights on common retirement questions, behavioral pitfalls, and why a financial plan should evolve alongside major life events.

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

Offering a 401(k) can be a game-changer for your business, but the details matter. In this episode, George is joined by retirement plan sales consultant Leander Macvane of SetAway LLC to discuss why retirement plans matter, what to consider when setting one up, and what to look for when reviewing an existing plan-including key decisions, compliance considerations, and more.

Learn more about SetAway LLC

https://www.setawayllc.com/

(603) 471-3369

info@setawayllc.com

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact