Episode 5Runtime 11 min 55 secBy Shaun M. Jones, CFS, CFP®
The Truth About Tax Deferral Shaun delivers a counterintuitive take on deferring year-end taxes.
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
Keep listening
EP 10Podcast · Doug Motley
Shaun sits down with managing principal of Jack Lingo Asset Management, Doug Motley, to discuss the importance of fee structures and alignment of interests in investment strategies. The conversation delves into various types of fees, including asset management, acquisition, and disposition fees, and examines how different fee structures can impact investor returns. Doug also shares insights from his firm's practices and contrasts them with other industry standards, emphasizing the long-term benefits of alignment and transparency in fee structuring. The discussion aims to help listeners underst
May 30, 2025
EP 08Podcast · Manny Aniceto
In this episode of Unbrainwashed Success, Sean welcomes Manny Aniceto, cousin of Sean's wife, to discuss Manny's intriguing journey from immigrating to the United States to his successful career at Procter & Gamble. Manny shares his experiences of overcoming obstacles, learning English through immersion, and excelling in various roles at Procter & Gamble. The conversation transitions to Manny's thoughts on early retirement, the challenges he faced in finding purpose post-career, and his endeavors in charitable work. Sean and Manny delve into the emotional impacts of retirement and the importan
Sep 14, 2024
EP 07Podcast · 7 min 36 sec
Take Control of the Taxes on Your Investments Shaun expresses a bit of well-justified frustration about the lack of attention given to tax planning in the financial services industry. He highlights a common scenario where financial advisors direct tax-related questions to accountants, and vice versa, creating confusion for clients. Shaun mentions his previous firm’s policy of disclaiming tax advice even when providing accurate information. While people believe nothing can be done about taxes, there are basic tax planning strategies that many individuals overlook. Shaun shares the importance of
Jan 18, 2024
