In this episode of Finance Moment, Associate Financial Planner Damian Beard explores why planning isn’t just about finances, it’s about the life you’re building.
Tax Planning Doesn't End on April 15
by Cameron Pietzsch, CFP®, Associate Financial Planner | April 9, 2026
April 15 feels like the finish line, but it’s actually just the start.
Filing your taxes is about the past. Planning your taxes is about the future, and that’s where real opportunities live.
In this short Finance Moment episode, Associate Financial Planner Cameron Pietzsch shares why tax planning shouldn’t be a once-a-year task and how small moves now can make a big impact later.
From adjusting withholdings to smarter giving strategies, it’s all about being proactive, not reactive.
Cameron Pietzsch, CFP®, Associate Financial Planner
