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351 | Year End Tax Planning 2021

351 | Year End Tax Planning 2021

In this week's episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021's tax planning season. Together, they discuss manag…

10 Ways To Save On Your Taxes Before The End Of The Year

10 Ways To Save On Your Taxes Before The End Of The Year

Our list of the best ways to save on your taxes before the end of the year, without losing or wasting money.

8 Ways to LEGALLY Avoid Paying Taxes Like the Rich (Save 6 figures+ in Taxes!)

8 Ways to LEGALLY Avoid Paying Taxes Like the Rich (Save 6 figures+ in Taxes!)

78. 8 Ways to LEGALLY Avoid Paying Taxes Like the Rich (Save 6 figures+ in Taxes!) *** Correction on the HSA Penalty! It is 20% and I stated 10%. "…

The IRS Wants Access to Your Bank Account!

The IRS Wants Access to Your Bank Account!

Is the government going to start spying on your bank account? A recent proposal would require banks to report inflows and outflows over certain annua…

#4: SELF-EMPLOYMENT TAXES: How to Save on Taxes When You're Self-Employed

#4: SELF-EMPLOYMENT TAXES: How to Save on Taxes When You're Self-Employed

Self-employed people are able to contribute a ridiculous amount of money to their special self-employment retirement accounts. Today, we're going to …

346 | How Do I Figure Out the Taxes on This?

346 | How Do I Figure Out the Taxes on This?

In this week's episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the d…

Do You Need A "Second Look" Tax Return Review From A Tax Pro?

Do You Need A "Second Look" Tax Return Review From A Tax Pro?

A 'Second Look' tax return review is when a tax pro checks your self-prepared return. Are these reviews worth their cost? Here's our thoughts.

WCI #230: Congress Proposes New Tax Bill Impacting High Earners

WCI #230: Congress Proposes New Tax Bill Impacting High Earners

There are potential big changes coming up as a new tax bill is working its way through Congress. While there are sure to be many changes to the propo…

Taxes on Selling Investments

Taxes on Selling Investments

On this episode of DIY Money, Daniel and Logan discuss taxes that may incur after selling investments.

What Is Tax Loss Harvesting?

What Is Tax Loss Harvesting?

On this episode of DIY Money, Logan and Daniel discuss what tax loss harvesting is and why it can be a valuable tool for some long-term investors.

How to Get Your Tax Refund (And Why You Don't Want One!)

How to Get Your Tax Refund (And Why You Don't Want One!)

Tax season is long over (thank god), and that means that if you were supposed to get a tax refund, you should have already received it by now. Nicole…

Ask HTM - Working with a Partner who is Bad with Money, Best Ways to Pay for Grad School, & Tax Implications of Inherited Money #400

Ask HTM - Working with a Partner who is Bad with Money, Best Ways to Pay for Grad School, & Tax Imp…

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…

Fighting Fear, Buying Real Estate, and Shaving Taxes (Live from PM21)

Fighting Fear, Buying Real Estate, and Shaving Taxes (Live from PM21)

You don't have to be wealthy to build wealth. That's the theme that kicks off today with our amazing panel, live from Podcast Movement in Nashville! …

Do Wealthy People Pay Taxes?! (The Answer Might Surprise You)

Do Wealthy People Pay Taxes?! (The Answer Might Surprise You)

It's easy to believe that wealthy people don't pay taxes. In fact, an entire article about this subject was published on Pro Publica recently. Let's …

WCI #221: Beating the New Death Tax with James Lange

WCI #221: Beating the New Death Tax with James Lange

James Lange is a nationally recognized IRA, a 401(k) and retirement plan distribution expert, and the president and founder of the Roth IRA Institute…

Ask Paula: I’m on the Verge of Retirement and My Taxes are Rising … Help!

Ask Paula: I’m on the Verge of Retirement and My Taxes are Rising … Help!

#328: Sarah O Sahara’s parents sold their rentals and business of 24 years. They’d like to create a trust for their grandkids with boundaries in plac…

How to Work the Tax System like Elon Musk

How to Work the Tax System like Elon Musk

Elon Musk, doggie coin enthusiast and second-richest person in the world, has skirted through tax season without paying a dime in federal income taxe…