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Season 2 Episode 9: Proactive Tax Planning Strategies

Season 2 Episode 9: Proactive Tax Planning Strategies

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 In this episode of Dime to Diamonds, Suzanne Porske and Mark Farquhar discuss the importance of financial literacy, especially for women, and share insights from tax season. They emphasize proactive tax planning, effective record keeping, and the significance of understanding tax returns. The conversation also covers how to maximize tax refunds, the importance of fraud awareness, and the need for regular insurance and beneficiary checkups. They encourage automating savings and having open financial discussions within families, especially during Financial Literacy Month, and conclude with actionable steps for listeners to improve their financial health.

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