In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal talk about year end mistakes that cost you thousands of dollars. They also dive into the different decisions that you may come up against in your year end financial planning.

👉 Learn more and connect with us:

🌐 ⁠⁠⁠⁠⁠fuchsfinancial.com⁠⁠⁠⁠⁠

📘 ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠💼 ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠▶️ ⁠⁠⁠⁠⁠YouTube⁠⁠

Most people don’t go broke in retirement because of bad investments, it’s because they never built a solid financial foundation to begin with.

In this episode, Ben and Alex get back to the basics of financial planning, discussing savings rates, budgeting, investing discipline, and what it really takes to avoid running out of money later in life.

👉 Learn more and connect with us:

🌐 ⁠⁠⁠⁠fuchsfinancial.com⁠⁠⁠⁠

📘 ⁠⁠⁠⁠Facebook⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠💼 ⁠⁠⁠⁠LinkedIn⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠▶️ ⁠⁠⁠⁠YouTube⁠

In this episode, Ben and Alex dive into the real-life tax quirks, small business loopholes, and investment mistakes that they see every week working with clients. They start with a client case involving the sale of a C-Corporation and the Qualified Small Business Stock (QSBS) exclusion, explaining how some owners can completely avoid capital gains taxes when selling their company.

The conversation then moves into year-end tax planning, the traps of putting municipal bonds inside IRAs, and why chasing “hot” tech or AI stocks can backfire. It’s a candid, down-to-earth talk about how small mistakes or misunderstood tax rules can quietly cost investors thousands, and how to spot them before they do.

👉 Learn more and connect with us:

🌐 ⁠⁠⁠fuchsfinancial.com⁠⁠⁠

📘 ⁠⁠⁠Facebook⁠⁠

⁠⁠⁠⁠⁠💼 ⁠⁠⁠LinkedIn⁠⁠

⁠⁠⁠⁠⁠▶️ ⁠⁠⁠YouTube