Busy Professionals – Page 2 – Un Eff Your Finances

Tax Planning Secrets

By Un Eff Your Finances | May 5, 2025

Could you be leaving money on the table when it comes to taxes?

Nicholas St. George unravels the mysteries of effective tax planning. This episode is your lowdown on how proactive tax strategies can prevent unnecessary stress and ensure that Uncle Sam doesn’t get more than his fair share.

With relatable humor and real-life examples, Nick dives into:

(03:27) The importance of proactive tax planning and reassessing withholding and estimated payments
(07:43) Maximizing contributions to tax-advantaged accounts to boost your financial health
(11:52)Strategies for a smart portfolio rebalance and the importance of understanding tax efficiency
(23:02) The nitty-gritty of keeping track of new tax changes to stay ahead
(25:55)Why filing an extension isn’t the end of the world, but an opportunity for better planning

Resources:

Holistiplan

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Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)

By Un Eff Your Finances | March 27, 2025

What’s the secret sauce for building wealth while juggling life’s chaos?

Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he breaks down why starting early is key, the risks of an unstructured approach, and how failing to plan is essentially planning to fail. This episode dives into the mindset of strategic achievers—those who are too busy to manage every financial detail but want their money to work just as hard as they do.

Nicholas discusses:

(00:02:22) Strategic financial planning for busy professionals
(00:04:20) The importance of starting retirement savings early
(00:06:13) Real-life investment missteps and successes
(00:12:27) Creating a flexible financial game plan
(00:20:03) The role of a financial advisor in managing emotions and legacy planning

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How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)

By Un Eff Your Finances | March 13, 2025

What questions should you ask before entrusting your finances to an advisor?

Dive into this episode where Nicholas St. George uncovers the essentials to choosing the perfect financial partner. Whether you’re a hotshot business owner or just getting started in the financial game, these insights will keep you on the straight and narrow.

Nick breaks it down with humor and honesty, so you don’t end up with regrets.

This installment of Un Eff Your Finances highlights:

(04:36) What is a fiduciary?
(06:05) How advisors get paid and why it matters
(11:09) Why knowing your advisor’s qualifications upfront saves headaches
(12:06) The real deal on financial planning licenses
(15:14) A philosophy that stands the test of financial time

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