Podcast Feed

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…

06.19.23   Job Market Update  /  CARS: The EV Tax Credit + Manufacturers Vs Dealers

06.19.23 Job Market Update / CARS: The EV Tax Credit + Manufacturers Vs Dealers

In light of the recent Labor Department report, Clark has key job advice to keep in mind moving forward. Also in this episode, there’s a federal stat…

06.14.23  New Retirement Account Tax Benefits  /  Problems With 5 Different Payment Apps

06.14.23 New Retirement Account Tax Benefits / Problems With 5 Different Payment Apps

Clark highlights recent and upcoming changes to retirement accounts involving tax law changes with potential benefits you should know about. Also, ne…

Withholding Taxes on Distributions

Withholding Taxes on Distributions

On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited reti…

MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes

MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes

This doc just hit $4 million net worth. He has worked to boost his income at every step of his journey to allow for more savings. While he has a high…

Sweaty Startups and Avoiding Taxes (Legally) | Nick Huber

Sweaty Startups and Avoiding Taxes (Legally) | Nick Huber

When it comes to building businesses, Nick Huber from The Sweaty Startup is the real deal. Back in college, Nick had some extra space in his apartme…

How to Pay No Taxes in Early Retirement, Debunking the Mortgage Fee Fiasco, and More! With Katie Gatti (From Money With Katie!)

How to Pay No Taxes in Early Retirement, Debunking the Mortgage Fee Fiasco, and More! With Katie Ga…

In this episode of the Personal Finance Podcast, we're gonna talk to Katie Gaddy about how to pay no taxes in early retirement. How Andrew Can Help …

Home Depot Partners with AAFES Exchange for Tax Free Appliances #80

Home Depot Partners with AAFES Exchange for Tax Free Appliances #80

The Home Depot is partnering with the Army & Air Force Exchange Service (Exchange) to launch its tax-free offering of major appliances to military sh…

Increasing 401K Savings to Save on Taxes

Increasing 401K Savings to Save on Taxes

On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.

12: Tax Loopholes for Children, Funding Your Small Business, & Selling Losing Stocks

12: Tax Loopholes for Children, Funding Your Small Business, & Selling Losing Stocks

In this episode of the Rich Habits Podcast, Robert Croak & Austin Hankwitz share their perspectives marketing, optimizing, and funding your small…