Wondering how to navigate your tax forms this season without losing your cool—or your cash? Don’t worry, we’re here to break it down.

In this episode, Nicholas St. George teams up with Anthony Ruffalo, a social media legend and financial advisor, to get real about taxes and smart financial planning. Join us for full transparency and a few good laughs as Nicholas and Anthony help un-eff your finances just in time for tax season.

Nicholas and Anthony discuss: 

• (05:02) Deductible Dilemmas: Understanding what you can and can’t deduct
• (12:42) Tax Time Preparedness: Anthony shares practical advice on not getting blindsided by missing paperwork
• (15:11) Tax Loss Harvesting: Why selling a loss might be your new favorite strategy
• (26:54) RMDs and Tax Planning: Simplifying your taxes in retirement planning
• And more

Connect with Nicholas St. George:

• St. George Wealth
• LinkedIn: Nicholas St. George
• Facebook: Nicholas St. George
• Phone: 828-481-8836

Connect with Anthony R. Ruffalo:

• Ruffalo Wealth Management
• LinkedIn: Anthony Ruffalo
• anthony.ruffalo@lpl.com
• Phone: (980) 272-3903

About our Guest: 

Anthony R. Ruffalo is a CERTIFIED FINANCIAL PLANNER™ Practitioner. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, only 62,000 individuals have obtained CFP® certification in the United States.

Anthony holds the series 24, 7, 66 securities licenses through LPL Financial as well as Life, Health, Long Term Care, Medicare Supplement, and Annuity licensures.