In this episode of Finance Fridays, I break down 3 tax strategies/tips I implemented to help me get a tax refund for 2026.

These are not “tax evasion strategies” — cause Uncle Sam always gets his but these are “tax avoidance strategies” that YOU CAN IMPLEMENT today to help lower the amount of taxes you owe at the end of the year or increase your tax refund ‼️

In this episode, I cover:
✅ The benefit of maxing out your 401-K
✅ The importance of notifying your CPA regarding the amount of OVERTIME you made
✅ How to file a Backdoor Roth IRA CORRECTLY!
✅ How reviewing my CPA's tax return documents increased by tax refund by $1,600.

As always, this episode is about education and strategy — not hype.

If you’re a pharmacist, healthcare professional, or busy professional trying to build wealth while working a demanding career, we encourage you to connect with us below via email or IG to start your wealth building journey today:

📨 capsulerxpodcast@gmail.com

IG: @new_capsulerxpodcast

🎧 Tune in to the latest episode of Finance Fridays and let me know:
Which tax strategy you will implement in 2026?

DISCLAIMER:
This podcast is for educational and informational purposes only and is not financial advice. We are not Certified Financial Planners (CFP®), CPAs, or licensed financial advisors. All investing involves risk. You should do your own research before investing in any stocks, ETFs, or cryptocurrencies, and consider speaking with a licensed financial professional to determine what is appropriate for your situation.

🚨 Don't File Taxes Yet: Do these 3 Things First! - Finance Fridays! 💰