"Keep What's Yours" is a podcast hosted by Jeff Zufall and Josh Gilbert, focusing on tax strategies and financial advice. In this episode, Jeff, the senior tax strategist and wealth advisor at Capital Advisory Group, discusses the importance of timely tax filing and the meticulous process involved in reviewing and finalizing tax returns. He emphasizes the need for multiple reviews to catch errors and optimize tax savings. The conversation also covers the impact of tariffs on consumer prices, the potential for inflation, and the importance of understanding paycheck withholdings to avoid unexpected tax bills. Jeff advises listeners to regularly check their paycheck stubs and consult with a tax professional to ensure accurate withholdings and maximize financial benefits. The episode concludes with a discussion on market corrections, the role of the Federal Reserve, and the importance of maintaining a long-term investment strategy despite market volatility.

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2025-04-05 Keep What’s Yours

Capital Advisory Group