Podcast Feed

The States That Would Benefit the Most From the New Capital Gains Tax Proposal

The States That Would Benefit the Most From the New Capital Gains Tax Proposal

More than one in four U.S. homes have appreciated by at least $250,000—and 8% by over $500,000—since their last sale. With lawmakers floating the ide…

08.04.25  Subscriptions: A Clark Smart Assignment  /   Tax Update for freelancers & Payment Apps

08.04.25 Subscriptions: A Clark Smart Assignment / Tax Update for freelancers & Payment Apps

In an ongoing breach of ethics to the lasting detriment of consumers, many subscription services make it virtually impossible to cancel. So there’s s…

What Tax Do I Owe on My Home Sale? (Reissue)

What Tax Do I Owe on My Home Sale? (Reissue)

Laura answers a question about selling your home and explains a legit way to skip taxes or pay significantly less, called the capital gains tax exclu…

Tips to Maximize an HSA from Tax Savings to Retirement

Tips to Maximize an HSA from Tax Savings to Retirement

Laura explains how an HSA helps you reduce taxes, build wealth, and cut the cost of just about any healthcare expense, even if your insurer doesn't c…

Trump is Considering Eliminating Capital Gains Taxes on Real Estate

Trump is Considering Eliminating Capital Gains Taxes on Real Estate

President Donald Trump says he’s “thinking about” eliminating capital gains taxes on home sales—a move that could reshape the housing market. In this…

How to Turn 2025's New Tax Rules Into Big Savings (SB1714)

How to Turn 2025's New Tax Rules Into Big Savings (SB1714)

Big changes are coming to the tax code—and that could mean big savings if you know where to look. On today’s episode, Joe, OG, and Doug break down th…

Q&A: Hedging Against the “September Slump,” LTC Insurance, & Taxes on Worldwide Income

Q&A: Hedging Against the “September Slump,” LTC Insurance, & Taxes on Worldwide Income

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! ---🔥 Ready for a free 1% match on your IRA…

What's the One Big Beautiful Bill (OBBB) Tax Overhaul?

What's the One Big Beautiful Bill (OBBB) Tax Overhaul?

Laura answers a question about how taxes for a typical American will change due to the One Big Beautiful Bill.

Big Beautiful Series: No Tax on Social Security?

Big Beautiful Series: No Tax on Social Security?

Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.

The “Big, Beautiful” Tax Breaks You’ll Get in 2025

The “Big, Beautiful” Tax Breaks You’ll Get in 2025

President Trump's newly signed "One Big Beautiful Bill Act" has made the 2017 Tax Cuts and Jobs Act provisions permanent, creating massive opportunit…

Key Provisions in the Latest Version of the Tax Bill Passed By the Senate

Key Provisions in the Latest Version of the Tax Bill Passed By the Senate

President Trump’s sweeping new tax and spending bill just cleared the Senate—and it’s packed with major changes for workers, investors, and real esta…

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 …