The Reformed Financial Advisor

Tax Planning Mentality, BTC in a 401(k), Mitt's Massive IRA | Sean Mullaney

November 23, 2022 Season 1 Episode 45
Tax Planning Mentality, BTC in a 401(k), Mitt's Massive IRA | Sean Mullaney
The Reformed Financial Advisor
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The Reformed Financial Advisor
Tax Planning Mentality, BTC in a 401(k), Mitt's Massive IRA | Sean Mullaney
Nov 23, 2022 Season 1 Episode 45

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:

- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA

Outro: https://www.youtube.com/watch?v=ZOaj1TCMows



Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to
andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Show Notes

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:

- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA

Outro: https://www.youtube.com/watch?v=ZOaj1TCMows



Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to
andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.