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Tax Planning to Shrink What You Owe w/ Sean Mullaney #758

Tax Planning to Shrink What You Owe w/ Sean Mullaney #758

Don’t believe long-term tax planning is crucial? Here’s a new way to think about it: picture having a slow leak in one of your tires. Well if you jus…

477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season

477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season

With 2024 right around the corner, it’s time for a final year-end tax planning push! There are all kinds of ways to pay less to the IRS, and today’s …

11.30.23  Home Inventory  /  Planning For Long-Term Care

11.30.23 Home Inventory / Planning For Long-Term Care

Today, two very practical ways to prepare for your near and long-term future - doing a home inventory and saving for long-term care. Clark gets you p…

477. Navigating Your Financial Freedom Roadmap with Jamila Souffrant

477. Navigating Your Financial Freedom Roadmap with Jamila Souffrant

Join us in this insightful episode as we sit down with Jamila Souffrant, the author of "Your Journey to Financial Freedom." Jamila shares her experti…

466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

If you haven’t started your retirement planning yet, you’re not out of luck. Whether you’re in your twenties, thirties, forties, fifties, or sixties,…

Cracking the Code to Financial Independence: A Roadmap for Service Members and Veterans with David Pere

Cracking the Code to Financial Independence: A Roadmap for Service Members and Veterans with David …

Do you want to break free from financial constraints and achieve true financial freedom? Are you searching for a solution to attain a life of stabili…

Insider Tips and Tricks: Jay Mirando’s Blueprint for Successful House Flipping

Insider Tips and Tricks: Jay Mirando’s Blueprint for Successful House Flipping

From the casino's thrill-filled cards to the world of house flipping and fortune, a surprising journey unfolded. What prompted this shift from glamou…

How Higher Interest Rates Alter Our Financial Blueprint

How Higher Interest Rates Alter Our Financial Blueprint

We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset class…

114. Recession Planning 101

114. Recession Planning 101

In the last few years, we’ve faced intense economic turmoil, and though the words “recession” have flown around, one has not been officially declared…

The Mental Toughness and Confidence Blueprint, with Dr. Nate Zinsser

The Mental Toughness and Confidence Blueprint, with Dr. Nate Zinsser

#460: Mental toughness is the bedrock of starting a business, growing a multimillion-dollar portfolio, investing in real estate, crushing your debt, …

Financial Planning Strategies: Creating a Budget That Works (SB1403)

Financial Planning Strategies: Creating a Budget That Works (SB1403)

Are your household finances running like a well-oiled machine? Does each member of the household know his or her role(s) in reaching your own financi…

Planning and Saving With a Disability

Planning and Saving With a Disability

On this episode of DIY Money, Quint and Daniel talk through saving if you have a disability and planning ahead with disability insurance.

442: Finance Friday: Planning for a Family Costs More Than I Thought…

442: Finance Friday: Planning for a Family Costs More Than I Thought…

Knowing how to budget is one thing. Knowing how to budget for a pricey pregnancy and future family is another. So, how do you smoothly go from a coup…

Planning for Death

Planning for Death

On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.

Tax Planning in a No Income Tax State

Tax Planning in a No Income Tax State

On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.

441. Mini Retirements: Planning Them Early & Often with Jillian Johnsrud

441. Mini Retirements: Planning Them Early & Often with Jillian Johnsrud

Join us on this inspiring episode of the Earn & Invest Podcast as I sit down with the incredible Jillian Johnsrud to explore the revolutionary concep…

Retirement Roadmap for the Self-Employed: The Four Essential Plans You Have To Know

Retirement Roadmap for the Self-Employed: The Four Essential Plans You Have To Know

Being self-employed can be awesome; you have freedom and perks that are unique to the entrepreneur life. But, this career also comes with more respon…

The Essential Estate Planning Documents: What You Need and Why

The Essential Estate Planning Documents: What You Need and Why

You may know that you need a will. But what other documents will be helpful for your estate planning needs? Take a look at this list!

WCI #317: Financial Planning for a Child with a Disability

WCI #317: Financial Planning for a Child with a Disability

Today our guest on the podcast is our friend, James Lange. He is here to talk about his personal experience of having a daughter diagnosed with a dis…