Podcast Feed

12.10.19 How to return items; Wells Fargo is awful; End of year tax help

12.10.19 How to return items; Wells Fargo is awful; End of year tax help

The lines for returns start Dec. 26. Often you’ll get a gift card to use at that retailer to shop. The week between Christmas and New Year’s has beco…

How to LEGALLY Avoid Paying Taxes This Year

How to LEGALLY Avoid Paying Taxes This Year

Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We us…

Taxes made simple for the real estate investor and entrepreneur | Brandyn Cox (my CPA)

Taxes made simple for the real estate investor and entrepreneur | Brandyn Cox (my CPA)

Episode: 62 Brandyn Cox is my Certified Public Accountant CPA. He is an Army veteran, and a great tax professional! Brandyn is way better than the 2-…

155R | Year End Tax Planning

155R | Year End Tax Planning

Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your ded…

Does Your State Offer A Tax Deduction For 529 Plan Contributions?

Does Your State Offer A Tax Deduction For 529 Plan Contributions?

One of the big perks of using a 529 plan to save for college is that many states offer a tax deduction for contributions to the plan. But, like anyth…

WCI #131: Rules for Business Vehicle Tax Deduction

WCI #131: Rules for Business Vehicle Tax Deduction

Deducting your business vehicle sounds like a great way to lower your tax bill. Unfortunately it is probably not going to be a significant deduction …

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

Every doctor and other high income earner wants to reduce their investment taxes. Our podcast guest, Phil DeMuth, is just the man to help you do that…

9.26.19 Apple & Google get into gaming; New tax form for seniors; Negative interest rates

9.26.19 Apple & Google get into gaming; New tax form for seniors; Negative interest rates

A gaming war is underway between Apple and Google. Both are offering subscriptions. For a monthly fee you get a number of games with no in-game purch…

9.18.19 Fed rate cut impact; Twisted tax law hurts military heroes; Medical bill shock

9.18.19 Fed rate cut impact; Twisted tax law hurts military heroes; Medical bill shock

The Federal Reserve lowers interest rates again to reduce the severity of economic slowdown and to help prevent a recession. The Fed is acting defens…

WCI #121: What You Need to Know About Self-Employment Taxes

WCI #121: What You Need to Know About Self-Employment Taxes

Dealing with self employment taxes can be a little tricky. In this episode I discuss quarterly payments or a way to avoid making them if you have W2 …

What Really Happens When You Move Up A Tax Bracket

What Really Happens When You Move Up A Tax Bracket

Have you ever heard of anyone complaining about making more money? If you have, they probably grumbled about moving up a tax bracket. Many people ass…

The Six Best Tax Breaks That Exist Today

The Six Best Tax Breaks That Exist Today

In the United States, all people adhere to a single tax code. Whether you have a high income or a low income, your taxation is governed by the same s…

WCI #118: How Do I Claim a Foreign Tax Credit?

WCI #118: How Do I Claim a Foreign Tax Credit?

If you invest in the total international stock market index you may be eligible for the foreign tax credit. As long as your foreign tax paid is less …

600 - Don’t Get Tricked by These Tax and Social Security Scams

600 - Don’t Get Tricked by These Tax and Social Security Scams

Fraudsters seem to get more creative in their attempts to trick you into giving up your personal information so they can wreak havoc on your financia…

136 | How To Fund Your Child's Roth IRA with the FI Tax Guy

136 | How To Fund Your Child's Roth IRA with the FI Tax Guy

A dive into taxes with Sean Mullaney, the FI Tax Guy, who talks about FI tax-efficient strategies and career paths in accounting. For more informatio…

Ask HTM - Couples Combining Their Money, Chasing High Interest Rates, and Changing Tax Withholdings to Pay Debt #096

Ask HTM - Couples Combining Their Money, Chasing High Interest Rates, and Changing Tax Withholdings…

This week on the pod we’re answering your questions! 1 - Should I get umbrella insurance or put each investment property in it’s own LLC? 2 - Should …

WCI #110: How Does the US Tax Foreign Investment Income?

WCI #110: How Does the US Tax Foreign Investment Income?

How does the US tax foreign investment income? Foreign income is taxed as ordinary income on your US tax return. No free lunch here, sorry. The place…

5.16.19 Clark discusses his prostate cancer; Sneaky credit card surcharges; Soda taxes in Philly are lowering consumption

5.16.19 Clark discusses his prostate cancer; Sneaky credit card surcharges; Soda taxes in Philly ar…

Clark gives a positive update on the current state of his prostate cancer; New Yorkers are upset about sneaky credit surcharges landing on their fina…

#37: The Incredible Tax Benefits of Real Estate Investing

#37: The Incredible Tax Benefits of Real Estate Investing

Episode #37 - Tax benefits are a compelling reason to invest in real estate. In this episode, you'll learn the top 10 tax benefit explained in regula…