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We’re Talking Money Podcast With Phil Clark

Tax Strategies

Every episode we've recorded on Tax Strategies.

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We’re Talking Money with Phil Clark

Tax Strategies

25 Years With an Advisor, Zero Results (Why Your Financial Advisor Might Be Failing You)

How do you measure the true impact of a financial advisor on your family legacy? We analyze the long-term value of professional guidance.

14 min · September 9, 2026

Tax Strategies
You Have One Too Many People On Your Team
6 min · August 26, 2026
Tax Strategies
Don't Let Your CPA Do This To Your Roth IRA
14 min · August 19, 2026
Tax Strategies
A CPA's $10,000 Mistake (& How We Caught It)
43 min · August 12, 2026
Tax Strategies
Millionaires Don't Read Their Tax Return Like You Do
18 min · July 27, 2026
Tax Strategies
This Tax Mistake Costs Retirees Six Figures
10 min · April 1, 2026
Tax Strategies
Is Your 401k Plan Missing This Secret? (Roth Conversions Explained)
32 min · October 9, 2025
Tax Strategies
Your Financial Team Is Costing You BIG $$$
35 min · August 6, 2025
Tax Strategies
5 Tax Mistakes That Make the IRS RICH (And You Poor)
10 min · March 27, 2025
Tax Strategies
WHY Your Tax Refund is Costing You Money!
6 min · January 31, 2025
Tax Strategies
Tax Tips to Lower Your 2024 Tax Bill Before It’s Too Late
8 min · December 13, 2024
Tax Strategies
Essential Tax Planning Strategies for Every Age
13 min · October 25, 2024
Tax Strategies
This Tax Proposal Will Hurt Your Wallet (Joe Biden)
11 min · April 12, 2024
Tax Strategies
Stepped Up Basis Tax Solution: STOP Gifting Your Assets to Build Wealth
6 min · December 28, 2023
Tax Strategies
The Business Entity Myth: Why You’re Choosing the Wrong Structure
8 min · November 28, 2023
Tax Strategies
Demystifying Tax Brackets: Learn How to Take Advantage Now!
8 min · September 15, 2023
Tax Strategies
Say Goodbye to Capital Gains Tax: Learn the 1031 Exchange Method
4 min · August 2, 2023
Tax Strategies
Buying or Selling a business? Better Not Until You Watch this Video
16 min · June 17, 2023
Tax Strategies
$3.5 Trillion Spending Plan - What you need to know! Episode 1 of 3
32 min · October 11, 2021
Tax Strategies
5 Tax Environments
52 min · May 4, 2021
Tax Strategies
Tax Efficient Investing
47 min · October 27, 2020
Tax Strategies
Tax Efficient Investing & Noble Grapes
1h 1m · October 22, 2020