Podcast Feed
How to (Legally) Reduce Taxes with Real Estate + Crucial New Trump Tax Plans
The clock is ticking to tax day, and you could be stuck with a big tax bill. Thankfully, if you own real estate, reducing your taxes is easy. Don’t k…
Bigger Pockets
01/29/2025
01.15.25 A Plan For Credit Card Debt / Direct & Free Tax Filing
Many Americans are stressed about spending decisions made over the holidays as the credit card bills roll in. Today, a Clark smart assignment for dea…
Clark Howard
01/15/2025
Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)
Have you ever met someone whose retirement was wrecked by poor tax planning? While tax planning is essential, one big-named figure in the financial c…
The Stacking Benjamins Show
10/18/2024
Trump vs. Harris Economic Plans: Taxes, Affordable Housing, and Inflation
How will the Trump and Harris economic plans affect your investing? One candidate is looking to increase affordable housing and give homebuyers a bre…
Bigger Pockets
09/09/2024
GI Bill, 529s & Yellow Ribbon Program | "529s Aren't Just for College: It's Just Another Tax-Advant…
For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…
The Military Money Manual
05/13/2024
Advanced Personal Finance Topics for High Net Worth Military Families | High Net Worth Military Fin…
For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…
The Military Money Manual
04/01/2024
371: Rookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie Kolodij
Need to estimate rehab costs or calculate ARV (after-repair value) on a property? For new investors, these tricky tasks can often make or break a dea…
Bigger Pockets
02/23/2024
MilTax: Free Tax Prep for Military w/ Military One Source | Tax Planning + Tax Prep #111
It's tax season! Start collecting your 1099s, W-2s, and charitable donations. Whether you do your own taxes or not, you'll need all the documentation…
The Military Money Manual
02/12/2024
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…
How To Money
12/06/2023
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 …
Bigger Pockets
12/06/2023
529 Plans Aren’t Worth It?! (And Other Important Tax Thoughts) | Sean Mullaney aka The FI Tax Guy -…
Sean Mullaney is the FI Tax Guy (FI = Financial Independence). He’s a financial planner and the president of Mullaney Financial and Tax Incorporated …
The Best Interest
12/06/2023
MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy …
White Coat Investor
10/02/2023
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.
928 - New Proposed Tax Plan Seeks To Eliminate 1031 Exchanges by Lindsay Frankel
President Biden’s proposed Budget for the Fiscal Year 2024 seeks to promote expanded access and improved affordability in healthcare and education wh…
Bigger Pockets
04/30/2023
How to Set Up an IRS Payment Plan If You Can’t Pay Your Taxes
If you want to pay your entire tax bill at once but don't have the money, what do you do? This article explains some of your options!
The College Investor
03/10/2023
01.09.23 New tax rules on 529 plans / New Energy Credits
Clark’s first in a series about new tax rules in effect: A GREAT development with 529 plans may change your decisions on how to save for college. Als…
Clark Howard
01/09/2023
597 - The Exchange Files: 3 Buy & Hold Exit Plans Designed to Save Big on Taxes by Dave Foster
link Learn more about your ad choices. Visit megaphone.fm/adchoi…
Bigger Pockets
06/03/2022
Ask HTM - Frugal or Cheap: Meal Kit Edition, What Happens to Unused 529 Plans, & Inherited Real Est…
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…
How To Money
02/21/2022
Your 2021 Year-End Tax Planning Guide (with Ed Slott)
Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we'll tackle one of those …
The Stacking Benjamins Show
12/08/2021
351 | Year End Tax Planning 2021
In this week's episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021's tax planning season. Together, they discuss manag…