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Friday Flight - Atrocious Autopay, High Cost of WFH, & IRS Comes For Savers #735

Friday Flight - Atrocious Autopay, High Cost of WFH, & IRS Comes For Savers #735

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 headlines…

Excess Contributions and Tax Strategies

Excess Contributions and Tax Strategies

On this episode of DIY Money, Quint and Logan talk about what to do when you over contribute to a retirement account and tax strategies to think abou…

MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets

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 …

823: The Tax-Free Strategy Only Real Estate Investors Can Access w/Mitchell Baldridge

823: The Tax-Free Strategy Only Real Estate Investors Can Access w/Mitchell Baldridge

What’s the key to paying fewer taxes? A cost segregation study. Never heard of it? Most real estate investors haven’t, but we’re about to unlock a wo…

Self-Employment Tax and Retirement Strategies

Self-Employment Tax and Retirement Strategies

On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed.

Taxes and Marriage

Taxes and Marriage

On this episode of DIY Money, Quint and Logan discuss how taxes change after marriage and how to adjust your plan accordingly.

The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into effect, what’s getting delayed,…

1071 - Tax Lien Investing: How to Find Tax Delinquent Properties Near Me by Samantha Hawrylack

1071 - Tax Lien Investing: How to Find Tax Delinquent Properties Near Me by Samantha Hawrylack

Real estate offers a variety of investment options. Tax lien investing is another method for real estate investors to make money, and while it is a l…

How W-2 Earners Can Save More Money On Taxes with Rachael Camp, CFP

How W-2 Earners Can Save More Money On Taxes with Rachael Camp, CFP

In this episode of the Personal Finance Podcast, we're gonna talk about how USW-2 earners can save more on taxes with Rachel Camp. How Andrew Can He…

1052 - 9 States With No Income Tax by Joe Cortez

1052 - 9 States With No Income Tax by Joe Cortez

State income taxes are often a complex topic with major implications for real estate investors. Placing your money in states without income tax may b…

4 Tax-Savvy Moves for Entrepreneurs and Side-Hustlers

4 Tax-Savvy Moves for Entrepreneurs and Side-Hustlers

Whether you run a local mom-and-pop microbusiness, want to become a real estate agent, or do freelance work on the side of your day job, there are ma…

130. How to Minimize Tax and Maximize Returns with Thomas Castelli

130. How to Minimize Tax and Maximize Returns with Thomas Castelli

How do you maximize your real estate investment returns from a tax perspective? Join today’s episode as Tomas Castelli discusses various tax strategi…

How WeWork's Potential Bankruptcy Might Raise Your Taxes

How WeWork's Potential Bankruptcy Might Raise Your Taxes

On this week's roundup of the biggest headlines on Wall Street and how they'll affect your finances: Zuck vs Muck is off, why WeWork's downward spira…

Invest Better: How To Slash Taxes in Your Portfolio (SB1394)

Invest Better: How To Slash Taxes in Your Portfolio (SB1394)

Believe it or not, where you hold your investments can have a big effect on how much money you actually keep - even if you don't touch them! On today…

1030 - Is Your Tax Strategy Leaving Your Real Estate Business Vulnerable? by Lindsay Frankel

1030 - Is Your Tax Strategy Leaving Your Real Estate Business Vulnerable? by Lindsay Frankel

Real estate investors want to avoid unnecessary taxation, and while there are many clever ways to reduce your effective tax rate, it can be difficult…

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.

529 Penalties and Taxes

529 Penalties and Taxes

On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of…

What Should I Deduct on My Taxes?

What Should I Deduct on My Taxes?

On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.

Should You Contribute to a Roth IRA or Pre-Tax as a High Earner? (By Tax Bracket!)

Should You Contribute to a Roth IRA or Pre-Tax as a High Earner? (By Tax Bracket!)

In this episode of the Personal Finance Podcast, should you contribute to a Roth IRA or pre-tax as a high earner? How Andrew Can Help You:  Join Th…

Ask HTM - Paying Off Student Loans Without Dinging My Credit, DIY Tax Loss Harvesting, & Financially Preparing for a Baby #688

Ask HTM - Paying Off Student Loans Without Dinging My Credit, DIY Tax Loss Harvesting, & Financiall…

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…