Thank you for reading The Best Interest​

And listening to my podcast, Personal Finance for Long-Term Investors​

From the blog...

My accountant is a great guy. He’s sharp. He cares. There’s a reason I’m using him as my tax preparer.

But…

• Tax season is busy. Most accountants report working ~60+ hours a week during tax season.
• It’s easy to make mistakes on a tax return. Even a “simple” tax preparation might involve 10+ sub-documents, various inputs, transposing numbers, etc.
• Then, most importantly, there’s the knowledge required to understand how all these numbers work together. More knowledge is required to ask the right questions of your clients, to recognize what might have changed between last year and this year, etc. etc.

My point is that prepping taxes isn’t easy and mistakes will happen. Period.

That’s why it’s vital that you, reader, review your tax return. Or, at the very least, ask someone knowledgeable to help you review your tax return.

If you need an anecdote, here’s my $12,000 example from this spring.

Read on...

​A $12,000 Tax Mistake and Lesson Learned​

On the podcast...

Fritz Gilbert is a retirement expert.

But despite his expertise, he was still caught off guard and uncertain about the realities of his own retirement.

In this episode, Fritz reflects on lessons learned in his first years of retirement, from managing spending uncertainty to redefining productivity and success. The conversation reinforces that while financial readiness is necessary, it is far from sufficient. True retirement success depends on clarity around how you'll spend your time, who you'll spend it with, and what will give your life meaning in the decades that follow.

Tune in below.

➡️ He Retired Early - Here's What No One Warned Him About​

Weekly Top 3 - Other Content You Can't Miss

• 🐞 From Humble Dollar: all investors are running "buggy software"​
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• 🔐 From The Joint Account: Kelly and I recently started using a shared password manager. It's more important than ever. ​
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• 🔢 From Sean Mullaney: I really enjoyed Sean's tax planning presentation, which he gave to the Bogleheads.

What Are *Your* Questions?

My most popular episodes are the "ask me anything" episodes.
​
Check them out here:

🔗 All of My AMA Episodes​

I'm collecting questions for AMAs 17 and 18.
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Reply to this email or send questions to jesse@bestinterest.blog​

Looking for a financial planner?

Retirement planning is complex.

I help!

Learn more here:

➡️ PlanWithJesse.com​

Until Next Week

Thank you, as always, for reading, listening, and getting in touch.

People like you send me questions every day.

Send an email or ask me a question: ​​jesse@bestinterest.blog​

Until next week,

Jesse