The Million-Dollar Tax Mistake We Saw Over and Over in 2025

In this Business Shortie, CJ Burnett shares one of the biggest financial surprises from 2025: veterinarians with over $1 million in taxable investment accounts who had no tax strategy in place.

Many believed they were diversified, but were actually holding overlapping mutual funds that generated unnecessary taxes without delivering better growth. CJ explains why tax-aware investing matters—especially for high-income earners—and why a second opinion can make a meaningful difference.

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