McMillan Wealth Financial Literacy Series

Part Two: Tax Planning

Types of Taxable Income

In this video, Mona and Pam discuss the types of income you could potentially earn.

Questions:

Tax Planning Strategies

In this video, Mona and Peter discuss the types of tax and planning strategies we use when working with clients on portfolios.

Questions:

Information on Tax Filing

In this video, Mona and Pam discuss filing your taxes and everything that goes with that – tax slips, tax at source, and what to watch for.

Question:

What triggers a dividend? grouping list with 2 items

Thanks for joining us on our financial literacy journey.

Please reach out to us at McMillanWS@RichardsonWealth.com.

McMillan Wealth Financial Literacy Series: Building Literacy Skills on Education, Empowerment and Personal Growth

The Literacy Series” is a podcast dedicated to exploring the power of reading, writing, and education to transform lives. Each episode features conversations with experts, educators, and storytellers who share practical strategies, inspiring stories, and proven approaches to building strong literacy skills. Whether you’re an educator, parent, student, or lifelong learner, this series will help you discover new tools and insights to support literacy at every stage of life.