FINANCIAL LITERACY – LIFE LEARNING

In this episode we cover:

• Last minute Tax Filing Tips (6:25)
• The safest way to file your Taxes (7:52)
• Making IRA Contributions while you are waiting for file (10:20)
• Organizing your taxes (13:15)
• Discuss true or false Tax Questions (15:45)
• Tax Deductions vs. Tax Credits (16:21)
• Debunking the Tax Extension – filing myth (17:15)
• The meaning of Financial Literacy (19:17)
• Junior Achievement of Polk County and the role they play in Polk County (20:33)
• Lily Romine, Executive Director at Junior Achievement of Tampa Bay – Polk District
• Youth, Technology and the view on finances (25:25)
• Lessons kids can learn about Money (27:50)
• Healthcare Decision Day (36:06)

Links From the Show:

• IRS.gov
• Junior Achievement of Tampa Bay – Polk District
• Program for International Student Assesment (PISA)

Tweetable Topics:

Diversification is a must when it comes to investing, especially long term retirement. – Dana Hurley, Financial Advisor at Allen & Company

If you are in the 25% tax bracket. For every $100 of deductions you can claim, you will save $25 on your taxes. – Dana Hurley, Financial Advisor at Allen & Company

Tax credits are better than tax deductions. Tax credits are a dollar for dollar reduction in your tax bill. – Dana Hurley, Financial Advisor at Allen & Company

1 in 6 US students do not meet the baseline of proficiency in financial literacy. Which is balancing a checkbook, understanding how credit cards work. – Dana Hurley, Financial Advisor at Allen & Company information based on a Program for International Student Assessment (PISA) study.

Connect with:

Dana Hurley – Financial Advisor at Allen & Company
LinkedIn – Dana Hurley
Allen & Company – Dana Hurley

Lily Romine – Executive Director at Junior Achievement of Tampa Bay – Polk District
LinkedIn – Lily Romine