The 60 Second Podcast

Monika Heaton, CEO of Decision Financial Services Inc.

• Matt McCoy

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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.

Host:
What's the most popular misconception people have about your industry?

Guest:
That they believe tax planning is only done in the last quarter of the year.
And they think the only tax planning strategy is to buy a new vehicle every year.
And actually, that's not the right answer.

Tax planning is something that either happens every month or every quarter.
 You should be meeting with your tax professional regularly.
 You should be having updates with them just like you would with your financial planner — your sort of tax doctors, to say it for lack of a better term.

But we want to make sure that your finances are healthy, that you save money.
 And the only way we can do that is if you meet regularly with your tax professional.