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Understanding EV Tax Credits

Understanding EV Tax Credits

In the market for an electric vehicle? Congress made major changes to tax credits. Here's what you need to know before you buy.

When To Expect My Tax Refund For 2023

When To Expect My Tax Refund For 2023

A schedule that shows you when you can expect your tax refund in 2023. Also, how to check the status of your refund online.

233: $1.1M in Real Estate at 21 WITHOUT a W2, Tax Return, or Degree! w/Logan Kohn

233: $1.1M in Real Estate at 21 WITHOUT a W2, Tax Return, or Degree! w/Logan Kohn

The path to financial freedom is a marathon, not a sprint. It requires patience, discipline, sacrifice, and a long-term mindset. Today’s guest, Logan…

365. The Seven Rules of the Road for Tax Advantaged Accounts w/ Sean Mullaney

365. The Seven Rules of the Road for Tax Advantaged Accounts w/ Sean Mullaney

We discuss with Sean Mullaney The Seven Rules of the Road for Tax Advantaged accounts. He discusses these and more in his new book Solo 401K. Find o…

11.02.22  New Tax Brackets   /   Side Gig Opportunity

11.02.22 New Tax Brackets / Side Gig Opportunity

Due to inflation, there are big changes in the tax brackets. Clark discusses how this affects investing and buying some types of life insurance. Also…

Friday Flight - Retreating Rewards, New Tax Brackets, & Workplace TRAPs #582

Friday Flight - Retreating Rewards, New Tax Brackets, & Workplace TRAPs #582

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

10 Incredible Tax Benefits of Real Estate Investing

10 Incredible Tax Benefits of Real Estate Investing

In this episode of The Personal Finance Podcast, we're gonna talk about 10 incredible tax benefits of real estate investing. Join Our Newsletter her…

Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

How do I make my best financial moves before year end? We'll help you begin the final quarter of the year on a high note, with great advice from two …

26: Pay as little tax as possible

26: Pay as little tax as possible

In this episode, Brian delves into the subject of paying as little tax as possible, legally. Stealth taxes are everywhere around us, so take notes of…

What Really Happens When You Move Up a Tax Bracket?

What Really Happens When You Move Up a Tax Bracket?

What are tax brackets? What happens when you make more money and you move up in the tax brackets? Here are some great examples!

EOY Deadlines: Reduce Your Taxes & Maximize Your Money #572

EOY Deadlines: Reduce Your Taxes & Maximize Your Money #572

With all that we’re trying to accomplish in our everyday lives- we find that reminders are a necessity. For instance, your car’s low gas indicator li…

09.20.22  An IRS Break on Late-Filing Penalties  /  SAVE on Healthcare

09.20.22 An IRS Break on Late-Filing Penalties / SAVE on Healthcare

Many failed to file taxes in 2019 and/or 2020. Well the IRS will forgive those penalties, IF you can hit a fast approaching deadline. Already paid th…

82. Investing in Multiple Asset Classes for Consistent Cash Flow & Tax Benefits with Dave Zook

82. Investing in Multiple Asset Classes for Consistent Cash Flow & Tax Benefits with Dave Zook

Being a successful business owner and entrepreneur can be exciting – until you realize you end up giving half of your money back to the government. O…

How To Make Quarterly Estimated Tax Payments

How To Make Quarterly Estimated Tax Payments

Are you self-employed? Then this guide to filing estimated taxes is for you! Find out what you need to do, and when.

BONUS EPISODE: Student Loan Forgiveness, Repayment, Taxes, and Inflation with a Certified Student Loan Professional®

BONUS EPISODE: Student Loan Forgiveness, Repayment, Taxes, and Inflation with a Certified Student L…

Given the huge decision that came out of the White House last week about student loan forgiveness, we decided to create this special bonus episode al…

08.31.22  The Newest Text Message Scams  /   Family Loans & Taxes

08.31.22 The Newest Text Message Scams / Family Loans & Taxes

Text message scams keep coming and keep morphing. Know what the latest barrage looks like - deploying new ways to hook you into getting ripped off. A…

Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement

Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement

If you’re normally a “casual commute” listener of The Money with Katie Show, prepare to park your car and whip out your notebook—today’s episode is a…

WCI #273: Tax Credits and Passive vs. Actively Managed Funds

WCI #273: Tax Credits and Passive vs. Actively Managed Funds

In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about…

07.27.22   VANGUARD: Lesson From The Tax Bill Debacle  /   Air Travel Strategies

07.27.22 VANGUARD: Lesson From The Tax Bill Debacle / Air Travel Strategies

Clark explains how Vanguard small investors got clobbered by big tax bills during a target retirement fund conversion, without even withdrawing money…