History Lessons for the Modern Investor
History Lessons for the Modern Investor Podcast
🔮 Your Financial Future Friday
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🔮 Your Financial Future Friday

10-6-2023: How Do I Minimize Taxes Through Planning?

How Do I Minimize Taxes Through Planning?

It’s Friday, and before you start your weekend, let’s talk about your finances. Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq

Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. Flowchart: www.victoryindependentplanning.com/finance-friday-download.html