Podcast Feed

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.Topics covered include:How…

All About Investments - Taxes and Accounts

All About Investments - Taxes and Accounts

Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.

Could Trump’s New Tax Bill Spark a Real Estate Revival?

Could Trump’s New Tax Bill Spark a Real Estate Revival?

Trump's new tax bill aims to extend tax deductions that are set to expire, ensuring continued economic growth and stability for real estate investors…

What You Need to Know About the New Tax Bill

What You Need to Know About the New Tax Bill

A potential tax overhaul is on the horizon so we’re breaking down what it could mean for your finances. From deductions to credits and everything in …

Turn Taxes into Wealth: Roth Conversion Strategies for Investors

Turn Taxes into Wealth: Roth Conversion Strategies for Investors

What if you could pay taxes on a smaller amount while investing in the same deals—and then watch your money grow tax-free for decades? In this episod…

Q&A: Living at Home at 29, Tax-Deferred Annuities, & Amazon RSUs

Q&A: Living at Home at 29, Tax-Deferred Annuities, & Amazon RSUs

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---🗞 Sign up for the ⁠⁠Rich Habits Newsletter⁠⁠ an…

#413: DSCR Loans Explained: How to Qualify Without a W2 or Tax Returns

#413: DSCR Loans Explained: How to Qualify Without a W2 or Tax Returns

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   📅 Schedule an Appoi…

No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement

No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement

No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement Podcast Description Taxes in retirement have been called a “silent we…

How to Create Huge Tax Savings Funding Your Kid’s College (& FIRE on Time!)

How to Create Huge Tax Savings Funding Your Kid’s College (& FIRE on Time!)

Paying for college is one of the biggest financial hurdles families face—even as you’re chasing or approaching FIRE. What’s the smartest way to save …

WCI #418: Get Your Tax Bill Down

WCI #418: Get Your Tax Bill Down

With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, t…

Q&A: Pre-IPO Investing, Real Numbers Behind House Hacking, & Tax Refunds

Q&A: Pre-IPO Investing, Real Numbers Behind House Hacking, & Tax Refunds

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!---🔥 If you're serious about investing in 2025, you should…

Q&A: Retiring in Columbia, Real Numbers Behind House Hacking, & Tax Refunds

Q&A: Retiring in Columbia, Real Numbers Behind House Hacking, & Tax Refunds

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!---👀 Check out the open roles at Stan Store! They're hirin…

MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy

MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy

Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement …

542 | Mastering Tax Strategies: How to Optimize Your Path to Financial Independence

542 | Mastering Tax Strategies: How to Optimize Your Path to Financial Independence

In this episode of ChooseFI, hosts Brad and Sean Mulaney dive deep into tax strategies crucial for financial independence, focusing on tax basketing,…

"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? And Other Listener Questions | AMA #6 - E104

"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? And Other Listener Questions | AMA #6 …

Jesse answers listener questions on financial planning, investment management, and retirement. He discusses the challenges of rising homeowner’s insu…

Moving States in a Tax Year

Moving States in a Tax Year

Quint and Allie talk about taxes in a year you move states.

It’s Tax Time with Guardian Tax Law

It’s Tax Time with Guardian Tax Law

In this episode of Veteran On the Move, Joe welcomes Hubert Johnson, a Navy veteran who transitioned from military service to a successful career as …

Friday Flight - Tax Tips, Wage Deflation, & Liberated From Low Prices #966

Friday Flight - Tax Tips, Wage Deflation, & Liberated From Low Prices #966

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of hea…

Q&A: Paying Taxes on $4.5M, Broke Doctors, & FIRS + FIRI

Q&A: Paying Taxes on $4.5M, Broke Doctors, & FIRS + FIRI

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---🚀 Sign up for the Rich Habits Network's …

Trustworthy Tax Advice w/ Jasmine DeLucci #965

Trustworthy Tax Advice w/ Jasmine DeLucci #965

Imagine a scenario where you purchase pretty much whatever you want at the grocery store, you frequently go out to eat, and on top of that you always…