Monika Heaton, CEO of Decision Financial Services Inc.
Update: 2025-04-21
Description
Tax planning isn’t just a Q4 scramble — it’s year-round strategy.
In this episode, we bust one of the biggest myths about tax planning with a true expert who knows the ins and outs of proactive tax strategy. Forget the “buy a car in December” playbook — this guest lays out why your tax professional should be part of your financial life every month. Tune in to hear how to stop overpaying and start planning smarter.
Find out how to treat your tax advisor like your financial doctor.
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