Capital Conversations

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

46 min · 9. mai 2026
episode Episode 3- Tax Planning vs. Tax Preparation, The Truth About Taxes (Ft. Allan Leslie) cover

Beskrivelse

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

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episode Episode 4- Money & Mental Health (Ft. Brittney Wilcox, LPC, MHSP) cover

Episode 4- Money & Mental Health (Ft. Brittney Wilcox, LPC, MHSP)

On today's episode we have Brittney Wilcox, LPC, MHSP join us to discuss mental health and money. We begin with intros, then we give a recap of what Johnson Capital has been doing lately (2:54). Brittney shares with us how much stress stems from finances (6:45). Brittney gives some tips on how to regulate (12:28). Marcus inquires the maintenance of therapy once someone has improved (18:33). We address a very important topic, the difference between therapy and coaching (23:42). Brittney shares with us what we should look for in a therapist (29:20). We wrap with a question about the effects of widespread gambling access (36:35). This episode is for informational purposes and if you need help, please seek a licensed mental health professional.

1. juni 202639 min