March 4, 2026

10 Tax Moves Everyone Should Review Each Year

10 Tax Moves Everyone Should Review Each Year
10 Tax Moves Everyone Should Review Each Year
The Personal Finance Podcast
10 Tax Moves Everyone Should Review Each Year

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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.

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