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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…

07.18.22  There ARE Travel Deals This Summer  /   Fix The Tax Code

07.18.22 There ARE Travel Deals This Summer / Fix The Tax Code

Labor shortages. reliability problems and high costs are plaguing travel this summer. But the cruise industry is seeing lower demand. Clark explains …

WCI #270: Tax-Loss Harvesting, Mortgages, Side Gigs and More!

WCI #270: Tax-Loss Harvesting, Mortgages, Side Gigs and More!

No surprise, when markets go down people start wondering about tax-loss harvesting. The markets are down over 24% on the year and it can really feel …

631: BiggerNews July: Rich Dad's CPA on How ANY Investor Can Avoid Taxes in 2022 w/Tom Wheelwright

631: BiggerNews July: Rich Dad's CPA on How ANY Investor Can Avoid Taxes in 2022 w/Tom Wheelwright

Everyone wonders how the rich avoid taxes. To most Americans, it seems like there is some big loophole that only the mega-wealthy know about, leaving…

Taxes And Your Investments: What Are You Responsible For?

Taxes And Your Investments: What Are You Responsible For?

Do you know how much you need to pay in taxes, based on your investments? Use this guide to help figure out how much you owe.

Friday Flight - Gas Tax Holidays, Bargain Cruises, & Bad Investing Robots #531

Friday Flight - Gas Tax Holidays, Bargain Cruises, & Bad Investing Robots #531

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…

625: Live Takes: How to Tackle the Tax Man by Buying More Real Estate

625: Live Takes: How to Tackle the Tax Man by Buying More Real Estate

Every investor wants to know how to avoid taxes. Many rental property investors get into real estate for this reason alone. And it makes sense—rental…

06.16.22  Drones & Automation Advances  /  New Traditional IRA Inheritance Tax Rules

06.16.22 Drones & Automation Advances / New Traditional IRA Inheritance Tax Rules

Clark has talked about delivery drones, driverless cars, and robots for years. Well, it’s happening for real now. Clark updates Walmart’s drone deliv…

511: How to Use Your Side Hustle to Save on Taxes and Fund Your Retirement

511: How to Use Your Side Hustle to Save on Taxes and Fund Your Retirement

Creating the right retirement plan for your business income can save you thousands of dollars in taxes. But between LLCs, IRAs, SEP IRAs, Solo 401(k)…