You'll love it when Owen beats out a warning about his favorite hot topic: H&R Liberty McTax, aka, cookie cutter tax services. Plus, he's joined by financial experts Justin Elliott and Ryan Mason of Ameriprise Financial. Also in this episode:
- File early or wait?
- Superbowl and taxes
- H&R Block, Liberty Tax, et al.
- $862,000 tax refund
- Tax return transcripts
- Tax mistakes you don’t know you’re making
- Four steps for a successful retirement
- Life insurance: Necessary evil or sophisticated investment strategy?
Recorded 2014.02.01
