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This New Bill Could Double Your Tax Savings in 2025
The One Big Beautiful Bill has passed, and it could put thousands of dollars back in your pocket. In this episode, we’re breaking down how this power…
Cutting Taxes & Retiring Sooner w/ Cody Garrett – Episode 1037
Benjamin Franklin once wrote “… in this world, nothing is certain except death and taxes.” It was true over 200 years ago and it’s true today! …
How The Irrevocable Life Insurance Trust Saves Families From the Estate Tax Hammer
Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having young children I want to protect no mat…
Making $92,000 (Tax-Free) from One Real Estate Deal
Think you need a big bank account or extensive investing knowledge to buy a rental property? Today’s guest got started with no money down, and this f…
Tax Deductions For Tuition And Student Loans
The IRS tax code includes several tax deductions for tuition and student loans. Learn what these tax benefits are and how to maximize them. The post …
What the “No Tax on Home Sales Act” Really Means For Real Estate Investors
In July 2025, President Donald Trump announced that his administration is considering a sweeping change to how capital gains are treated on home sale…
Becoming a Millionaire by Reducing Your Taxes
Answering reader questions about capital gains taxes and how to limit them, how to use tax losses in retirement, and how to be tax-efficient during y…
2025 Investing Update: Mortgage Rates Fall, New Tax Laws Coming
Is 2025 the perfect time to get into real estate investing? With falling mortgage rates, favorable tax laws, and shifting real estate markets across …
68 Jobs Eligible For New “No Tax On Tips” Deduction
The Treasury Department has named 68 occupations that qualify for a $25,000 tip deduction from 2025‑2028. Learn which jobs are included and how the r…
13 Things You Can Pay for with Pre-Tax Dollars
Pre-tax dollars can go further than regular dollars these days, especially if you're in a high tax bracket. Here's how to take advantage. The post 13…
Move to Puerto Rico to Axe Taxes w/ Rachel Farris – Episode 1028
Some families have lived on the same plot of land for generations… what’s more Americana than passing down the family farm to the next generation?! B…
Property Taxes Banned? States Imagine a Tax-Free Future
Are property taxes actually illegal theft from homeowners? This episode dives deep into the growing chorus of Americans claiming property taxes viola…
The Most Common Tax Planning Mistakes For High Earners
If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a fina…
Too Much in 401(k) and Tax-Deferred Accounts?
401(k) accounts are ubiquitous. It's common to see large 401k balances. But is there such a thing as "too big" a pre-tax bucket?
Property Tax Repeals Are Planned in Eight States—Does It Change the Math For These Markets?
Property taxes have been rising in many cities, cutting off the oxygen supply for real estate investors, stymying cash flow, and putting landlords an…
Selling RSUs: Calculating the Tax Impact Per Share
Most RSU holders know they will owe taxes, but few know exactly how much per share. Here is how to calculate the Tax Impact Per Share so you can sell…
Optimizing Charitable Giving for Maximum Tax Savings: Why a Taxable Account Can Beat a Roth
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post O…
Trump Floats the Elimination of Capital Gains Taxes For Home Sales—A Game Changer For Homeowners
Capital gains taxes: Three words that wipe the smile from most home sellers’ faces as they see potential profits fall off a cliff. Howeve…
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…
How To Use The Tax-Free Home Sale Exclusion Every Two Years To Save
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…