Capital Conversations

Episode 3- Tax Planning vs. Tax Preparation, The Truth About Taxes (Ft. Allan Leslie)

On today's episode of Capital Conversations, we have on Alan Leslie, CPA. We jump right into it and discuss the biggest tax mistakes (2:08). Allan breaks down tax preparation vs. tax planning (9:41). We discuss the benefits of financial advisors and CPAs work together with clients (20:00). We transition to self-employed people and break down the different entity types (27:03). We wrap up with capital gains taxes in retirement and required minimum distributions (38:02).   Johnson Capital Planning- info@johnsoncap.com [info@johnsoncap.com-IG]   Leslie CPA & Consulting, PLLC- allanlesliecpa@cpaleslie.com [allanlesliecpa@cpaleslie.com] 615-933-1885

Episode 2- Risk Tolerance vs. Risk Capacity

On today's episode of Capital Conversations, we begin with introductions and some background on our personal lives, then we get into the current events (6:31). We break down risk tolerance and risk capacity (12:06). We end with opportunity cost and the power of starting a financial plan now (26:17). Feel free to follow us on Facebook and Instagram @johnsoncapitalplanning and you can email us at info@johnsoncap.com.

Episode 1- Navigating Through Turbulent Times

On today's episode of Capital Conversations, we begin with intros, then we recognize Garrison receiving his Chartered Life Underwriter® Designation from the American College of Financial Services (3:20). We dive into the current state of the economy (6:00). We talk about how the economy affects the every day person (17:10). We transition to if we've seen this economy before (21:56). We wrap up with advice to the black community during these times (25:04). If you have any questions, feel free to reach out at info@johnsoncap.com [info@johnsoncap.com]and on Facebook Johnson Capital Planning LLC.