The Stacking Benjamins Show · Monday, August 3, 2026
The hosts discuss the importance of conducting a mid-year tax checkup for the 2026 tax year, emphasizing that waiting until April to make tax decisions is too late. They advise listeners to gather their 2025 tax returns and current year income information to forecast potential tax liabilities and identify areas for adjustment.
“So on today's show, it's your just past mid-year tax checkup. What should you toggle to get the best tax treatment on your money? We'll share.”
“Believe it or not, we're going to talk 2026 on today's show.”
“The best time to make tax decisions isn't when you're filing the return, because by then the year's closed.”
“So today, uh, we're going to create your mid-year tax checkup. We aren't preparing anybody's return, we're going to figure whether tax surprise might be coming and what we can still do about it.”