Podcast Feed

205 | Tax Loss Harvesting with Sean Mullaney

205 | Tax Loss Harvesting with Sean Mullaney

Today Sean Mullaney is back to talk about 5 money moves to make during a financial crisis, and digs deep on what it looks like to make back money on …

4.16.20 PPP loan disastrous results; Germany's soft reopening; How working from home impacts your taxes; Robot improvements

4.16.20 PPP loan disastrous results; Germany's soft reopening; How working from home impacts your t…

PPP and EIDL are complete failures. Clark talks about why these programs went so horribly wrong. Germany is attempting a soft reopening of its econo…

WTD with Stimulus Checks and Tax Refunds #188

WTD with Stimulus Checks and Tax Refunds #188

A stimulus check, tax refund, or any large windfall doesn’t happen all that often, so it’s no surprise that we’re not all that great at doing somethi…

WCI #153: Tax Loss Harvesting

WCI #153: Tax Loss Harvesting

Tax loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, like most of us have, you may wa…

631 - 10 Ways Coronavirus Tax Relief Affects Your Personal Finances

631 - 10 Ways Coronavirus Tax Relief Affects Your Personal Finances

In addition to postponing taxes, the new coronavirus tax relief law affects other parts of your financial life. Money Girl reviews 10 things you shou…

3.26.20 Helicopter $ and unemployment compensation details; Student loan stimulus details; IRS filing updates; Taking care of those around you

3.26.20 Helicopter $ and unemployment compensation details; Student loan stimulus details; IRS fili…

Stimulus checks are coming. Clark details the Senate bill and what these stimulus payments will look like and who will receive them. The stimulus bi…

178 |Important Tax Update

178 |Important Tax Update

Continuing the daily episode series, Jonathan and Brad talk about some tax info from Sean Mulaney. link

Common Tax Mistakes and Filing Strategically with Natalie Kolodij

Common Tax Mistakes and Filing Strategically with Natalie Kolodij

Tax season can be a daunting time for many investors but with proper preparation and education, it doesn’t have to be. On today’s episode, we talk wi…

Marriage, Taxes, and Retirement

Marriage, Taxes, and Retirement

In this episode Quint and Daniel discuss how your taxes and retirement savings can change when you get married.

2.28.20 Don't put your tax refund on a gift card; Clark Stinks

2.28.20 Don't put your tax refund on a gift card; Clark Stinks

Recently Clark discussed how AT&T issues refunds on stored value cards. These cards are intentionally tricky to spend down – disallowing partial …

2.24.20 Fraudulent tax returns; Get a Real ID; Coronavirus affect on markets

2.24.20 Fraudulent tax returns; Get a Real ID; Coronavirus affect on markets

The IRS has announced they’re going to send out revenue agents to homes and business of people who owe or who have failed to file. Crooks see this as…

370: Tax Hacks to Juice Your ROI with Amanda Han and Matt MacFarland

370: Tax Hacks to Juice Your ROI with Amanda Han and Matt MacFarland

Get to know enough CPAs, and you'll hear the "light bulb" story. "I was helping this real estate investor with her taxes... and thought, 'Why am I no…

112: Choosing the Right Tax Professional for YOUR Specific Needs with Natalie Kolodij

112: Choosing the Right Tax Professional for YOUR Specific Needs with Natalie Kolodij

Natalie Kolodij is a tax strategist. (You’ve probably seen her in the forums!) With April 15 looming around the corner, we’re going to chat about way…

2.5.20 Free tax filing options; Student loan company makes stupid mistake; Visa changing processing fees

2.5.20 Free tax filing options; Student loan company makes stupid mistake; Visa changing processing…

Most taxpayers are eligible to free file. But only 2% who qualify use the IRS free file site. Most software vendors are in the IRS Free File program,…