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When to Hire a Tax Pro

When to Hire a Tax Pro

Allie and Quint talk about when you might need professional help during tax season.

5 Essential Tax Record-Keeping Tips to Avoid IRS Headaches

5 Essential Tax Record-Keeping Tips to Avoid IRS Headaches

Laura reviews tips to manage essential records so you pare down, follow IRS rules, and have what you need for future transactions.

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

Friday Flight - Cheap Chinese AI, Free Tax Filing, & Outpacing Inflation #939

Friday Flight - Cheap Chinese AI, Free Tax Filing, & Outpacing Inflation #939

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 hea…

How to (Legally) Reduce Taxes with Real Estate + Crucial New Trump Tax Plans

How to (Legally) Reduce Taxes with Real Estate + Crucial New Trump Tax Plans

The clock is ticking to tax day, and you could be stuck with a big tax bill. Thankfully, if you own real estate, reducing your taxes is easy. Don’t k…

Will They Claw Back My Tax Breaks? Should I “Buy, Borrow, and Die?” And More - AMA #5 - E99

Will They Claw Back My Tax Breaks? Should I “Buy, Borrow, and Die?” And More - AMA #5 - E99

Time for another AMA with Jesse! First, Randy asks what it means to be rich, leading to an interesting evaluation of personal values, goals, and circ…

WCI #403: Exploring Taxes with a Friend of WCI

WCI #403: Exploring Taxes with a Friend of WCI

Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a quest…

01.15.25   A Plan For Credit Card Debt  /  Direct & Free Tax Filing

01.15.25 A Plan For Credit Card Debt / Direct & Free Tax Filing

Many Americans are stressed about spending decisions made over the holidays as the credit card bills roll in. Today, a Clark smart assignment for dea…

How To Do Your Own Taxes (DIY or Tax Pro)

How To Do Your Own Taxes (DIY or Tax Pro)

Our parents had it rough during tax season. Doing their own taxes sometimes took a week or more. They’d spread papers and receipts across the kitchen…

How You Can Legally Minimize Your Taxes Using Real Estate

How You Can Legally Minimize Your Taxes Using Real Estate

As a landlord, taxes can either be your worst enemy or your secret weapon. In this episode, we uncover the ultimate guide to minimizing your tax bill…

5 Money-Saving Tax Changes for 2025

5 Money-Saving Tax Changes for 2025

Laura answers a listener's question about upcoming tax changes that could save money.

Build Wealth Faster with This Tax “Loophole” (1031 Exchange) (Rookie Reply)

Build Wealth Faster with This Tax “Loophole” (1031 Exchange) (Rookie Reply)

Are you looking to grow your real estate portfolio and build wealth faster? There’s a tax “loophole” that allows you to sell your property and roll y…

Taxes on Inherited Trust

Taxes on Inherited Trust

Quint and Allie talk about future tax consequences of putting funds in a trust.

The Pros and Cons Of Tax Refund Advance Loans

The Pros and Cons Of Tax Refund Advance Loans

With tax season quickly approaching, you’re probably seeing ads for refund anticipation loans. Refund anticipation loans (also known as refund advanc…

12.09.24   The Property Tax Problem  /   The Decision to “Unretire”

12.09.24 The Property Tax Problem / The Decision to “Unretire”

Today - with the rapid rise in home values, property taxes have gone up all over the country. North Dakota tried and failed to eliminate property tax…

Will Student Loans Take My Tax Refund In 2025?

Will Student Loans Take My Tax Refund In 2025?

Student loans are back in repayment, and starting in 2025, that also means that collection activity has resumed on student loan debt. Could your stud…

Pre-Tax or Roth, How to Use Your Emergency Fund, & Building Business Credit - Money Q&A

Pre-Tax or Roth, How to Use Your Emergency Fund, & Building Business Credit - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about how to use your emergency fund, building business credit. T…

Tax Intro: What Military Families Need to Know About US Tax Code to Max Your Paycheck #152

Tax Intro: What Military Families Need to Know About US Tax Code to Max Your Paycheck #152

Tax advantages, confusing tax brackets, marginal vs effective tax rates, and more! Spencer and Jamie discuss how military service members benefit fro…

Where TO Cash A Tax Refund Check If You Don’t Have a Bank Account

Where TO Cash A Tax Refund Check If You Don’t Have a Bank Account

It’s almost tax refund season, and if you’re anything like the average American, you’re excited to get your hands on your refund check.But how are yo…