Episode 15

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Published on:

18th Dec 2024

From Tax Refunds to Bucket List Adventures

Join David Patterson as we discuss the common frustrations of tax refunds and the importance of smart financial management. In this episode, David explains why focusing on effective financial strategies and aligning tax planning with personal and business goals is crucial. He offers practical advice for both employees and business owners on managing their finances throughout the year rather than depending on lump-sum refunds. The discussion delves into self-discipline in savings, the advantages of regular philanthropy, and the broader perspective of achieving your bucket list goals. Don't miss this insightful conversation on prioritizing financial decisions to support your dreams.

The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

Subscribe now and get ready to take control of your money and your life!

This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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About the Podcast

The Bucket List Accountant
For Small Business Owners Looking to Achieve Work and Life Goals
The Bucketlist Accountant helps you bridge the gap between financial security and chasing epic dreams. Join David Patterson, a certified financial expert passionate about living life to the fullest, as he cracks the code on managing your money for your present and future.
David is an accountant with a difference. He combines the concept of bucket lists for your personal and professional life. For small business owners in particular, he examines the business and how it impacts you and your family.

David Patterson is the Bucket List Accountant: https://www.bucketlistaccountant.com.au/

Produced by Podcasts Done For You: https://www.commtogether.com.au/podcasts-done-for-you/

About your host

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Anthony Perl

Anthony is an engagement specialist, building a great catalogue of podcasts of his own and helping others get it done for them. Anthony has spent more than 30 years building brands and growing audiences. His experience includes working in the media (2UE, 2GB, Channel Ten, among others) to working in the corporate and not-for-profit sectors, and for the last 13 years as a small business owner with CommTogether. The business covers branding to websites - all things strategic around marketing. Now podcasts have become central to his business, finding a niche in helping people publish their own, making it easy.