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11 Last-Minute Tax Hacks Every Investor Needs Before the Year Ends

11 Last-Minute Tax Hacks Every Investor Needs Before the Year Ends

For real estate investors, the end of the year isn’t just about closing deals—it’s about making smart moves that could save you thousands on your t…

581. Community Episode: Trump's Tax Cuts and You

581. Community Episode: Trump's Tax Cuts and You

While one never knows what a new administration will bring, that doesn't stop any of us from worrying. In this community episode we discuss an articl…

Do Higher Property Taxes Improve Housing Affordability?

Do Higher Property Taxes Improve Housing Affordability?

A recent Bloomberg opinion article suggested that higher property taxes are a tool lawmakers can use to lower home prices. How? They pointed to the d…

2025 Tax Changes You Can’t Afford to Ignore!

2025 Tax Changes You Can’t Afford to Ignore!

These are some tax changes you can’t afford to miss. November is the time for year-end tax planning. The IRS has recently released new, inflation-adj…

Financial Advisors React to Horrible Tax Advice on TikTok

Financial Advisors React to Horrible Tax Advice on TikTok

Brian and Bo take on some of the craziest tax advice we've found on TikTok! Jump start your journey with our FREE financial resources Reach your g…

The 2025 Rules for Retirement Accounts, New Tax Brackets, and More!

The 2025 Rules for Retirement Accounts, New Tax Brackets, and More!

In this episode of the Personal Finance Podcast, we're going to talk about the 2025 rules for retirement accounts, new tax brackets, and more. How A…

89: Our Favorite Tax-Saving Strategies for 2024

89: Our Favorite Tax-Saving Strategies for 2024

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their six favorite tax-saving strategies for 2024! This episode is…

Florida Property Tax Bills Have Skyrocketed—What Comes Next?

Florida Property Tax Bills Have Skyrocketed—What Comes Next?

Property tax bills have increased across the U.S. due to higher home prices, but Florida has seen the highest increases. As a result, the cost of own…

Should You Have Your Tax Prep Fees Taken Out Of Your Tax Refund?

Should You Have Your Tax Prep Fees Taken Out Of Your Tax Refund?

Should you pay extra to have your tax prep fees taken out of your upcoming tax refund? It sounds like an appealing offer - paying nothing out of pock…

517 | Maximize Your Wealth: Understanding Capital Gains Tax Strategies | With Cody Garrett

517 | Maximize Your Wealth: Understanding Capital Gains Tax Strategies | With Cody Garrett

Maximize Your Wealth: Understanding Capital Gains Tax Strategies | With Cody Garrett This episode dives into the strategy of capital gains harvesting…

Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)

Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)

Have you ever met someone whose retirement was wrecked by poor tax planning? While tax planning is essential, one big-named figure in the financial c…

Ask HTM - Underrated Ways to Scrimp and Save, the Best Way to Invest $60k, and Roth Conversion Tax Brackets #892

Ask HTM - Underrated Ways to Scrimp and Save, the Best Way to Invest $60k, and Roth Conversion Tax …

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question y…

568. Confessions of a Former IRS Agent w/ Sherry Peel Jackson

568. Confessions of a Former IRS Agent w/ Sherry Peel Jackson

In this fascinating episode we get the behind the scenes view of our tax system from Dr. Sherry Peel Jackson who helps small businesses keep, protect…

Presidential Candidate Platforms Explained: No Tax on Tips

Presidential Candidate Platforms Explained: No Tax on Tips

In the third installment of breaking down the economic proposals from Trump and Harris, Nicole explains what might be the only policy Trump and Harri…

Taking a Tax Loss in a Retirement Account

Taking a Tax Loss in a Retirement Account

Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.

Taxes Rule!... Your Life w/ Scott Hodge #890

Taxes Rule!... Your Life w/ Scott Hodge #890

The reason there are so many hard seltzers on the market, the type of car you’re looking to buy, even why women wear children’s clothing – our guest …

Should I Sell Investments at a Loss for Taxes?

Should I Sell Investments at a Loss for Taxes?

Laura answers a listener's question about the best way to manage a losing investment.

DCFSA | Dependent Care Flexible Spending Account for Military | Possible $5,000 Tax Benefit | With Brandon Lovingier, the Enlisted Money Guy #143

DCFSA | Dependent Care Flexible Spending Account for Military | Possible $5,000 Tax Benefit | With …

Dependent care flexible spending account- is it even worth your time? (note: this is different than the HEALTHCARE FSA which was announced in Sept 20…

Passive Investing 101: A Passive Path to Profit, Appreciation, & Tax Benefits

Passive Investing 101: A Passive Path to Profit, Appreciation, & Tax Benefits

Visit PassivePockets, your resource for passive investing with syndications.  Do you want to get into real estate without managing rentals and dealin…