The Download w/ Judson Morgan
Work with me: https://judsonmorgan.com/ My newsletter: https://judsonmorgan.substack.com/ Simple fact is, you're paying way too much in taxes — and you don’t have to. In this episode of The Download, I sit down with Michael Bosma, CPA, a business builder, father of nine, and faith-driven entrepreneur, to break down how smart, legal tax strategy can double your net worth and transform your financial future. We unpack real-world stories, long-term wealth principles, and the biblical mindset behind stewardship and abundance. Learn the difference between tax prep and true tax planning — and how to use the law to your advantage, not against you. If you’ve ever wondered how to ethically pay less, build generational wealth, and live abundantly while honoring God, this episode is a must-watch. 👉 Subscribe to join this growing community pursuing faith, wisdom, and financial freedom — without losing sight of God’s Kingdom. 🗞️ My Substack (free resources): https://substack.com/@judsonmorgan 👋 Work with me 1:1: https://judsonmorgan.com Chapters 00:00 Introduction to Tax Strategies with Michael Bosma 01:02 The Importance of Professional Tax Guidance 01:31 Tax Strategy as a Wealth Building Principle 04:28 Long-Term Tax Planning and Financial Strategy 07:30 Understanding Roth IRAs and Tax Credits 10:12 Navigating IRS Audits and Compliance 13:21 Generational Wealth and Step-Up in Basis 16:25 The Psychological Impact of the IRS System 24:02 Tax Strategies for Individuals and Businesses 29:01 The Role of CPAs in Tax Planning 32:21 Collaboration with Tax Attorneys 35:44 Year-End Tax Planning Strategies 43:55 Leveraging Family Businesses for Tax Benefits 48:37 Understanding Personal Finances for Better Wealth Management 57:34 The Value of Money Management 59:35 Frugality and Abundance 01:02:31 Generosity and Stewardship 01:05:21 Tax Strategies and Financial Wisdom 01:08:27 Entrepreneurship and Servant Leadership 📌 Follow Me Instagram: https://www.instagram.com/judsonmorgan Twitter/X: https://x.com/judsonmorgan Facebook: https://www.facebook.com/profile.php?id=61573725927923 Substack: https://substack.com/@judsonmorgan TikTok: https://www.tiktok.com/@judsonmorgan Amazon Storefront https://rebrand.ly/414e22 🗞️ Free Wealth Cheatsheet (PDF): https://judsonmorgan.substack.com/ 🚨 Disclaimer: This content is for educational and inspirational purposes only and does not constitute financial, legal, or technical advice. Always consult qualified professionals regarding your specific situation. #TaxStrategy #WealthBuilding #ChristianFinance #JudsonMorgan #MichaelBosma #GenerationalWealth #BiblicalWealth #FinancialFreedom #SmartMoney #TaxPlanning
36 episodios
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