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579 - 5 Steps to Declutter Your Finances and Tax Records

579 - 5 Steps to Declutter Your Finances and Tax Records

Confused about what tax records and financial paperwork you need to keep? Money Girl, Laura Adams, helps you declutter your financial life, manage yo…

How to Reduce Your Tax Liability Like a Rock Star with Shanyn Stewart

How to Reduce Your Tax Liability Like a Rock Star with Shanyn Stewart

Shanyn Stewart has a passion for helping her clients with tax strategies. She began her career with General Electric as one of two accountant/advisor…

578 - Tips to Cut Taxes When You Work from a Home Office

578 - Tips to Cut Taxes When You Work from a Home Office

Working from home comes with many benefits, including the home office tax deduction. Money Girl explains what this new tax break is, how to find out …

What's Our Favorite (and least favorite) Tax Software Packages?

What's Our Favorite (and least favorite) Tax Software Packages?

On today's show we're taking your letters, but first, we're talking to Hannah Rounds, our favorite tax software reviewer, who gives us the lowdown on…

1.25.19 Small business tax law changes; Clark Stinks

1.25.19 Small business tax law changes; Clark Stinks

Clark talks about how the new(ish) tax law will affect small business owners; Christa reads listener posts about how Clark has missed the mark in his…

Why Some People Will Always Be Poor (with tax prep tips from The Bookkeeping Artist)

Why Some People Will Always Be Poor (with tax prep tips from The Bookkeeping Artist)

What does it really mean to be poor? We're not talking about poverty...that's a whole different issue, when compared to one article we're discussing …

1.16.19 Netflix price hike; Verizon's insane price hike; A 70% tax rate? Really!?

1.16.19 Netflix price hike; Verizon's insane price hike; A 70% tax rate? Really!?

This Netflix price hike has a lot of people freaking out. Clark discusses; Verizon just massively increased the price on a service that helps school …

Tax Tips, Credits, and Deductions #053

Tax Tips, Credits, and Deductions #053

Should you itemize your deductions or take the new increased standard deduction this tax season? Answer carefully as thousands of dollars could be on…

The Tax Tip Diva - Kasey Ortiz Gives Invaluable Tax Tips!

The Tax Tip Diva - Kasey Ortiz Gives Invaluable Tax Tips!

Kasey Ortiz is the Tax Tip Diva - Kasey was in the Marine Corps for 6 years. She was medically retired, and received a lump sum payment as she exited…

Massively Cut Your Tax Bill #052

Massively Cut Your Tax Bill #052

The new tax law nearly doubles the standard deduction which means even fewer folks will be itemizing deductions on their tax returns this year- howev…

12.20.18 Most important move for home buyers; IRS imposter scams; Shrinking middle class

12.20.18 Most important move for home buyers; IRS imposter scams; Shrinking middle class

Why shopping for your financing is the most important step when you are considering buying a home; IRS imposter scams are making the rounds. Beware!;…

570 - 6 Ways the New Tax Rules Affect Your Retirement

570 - 6 Ways the New Tax Rules Affect Your Retirement

The IRS recently announced that next year you can save more in different types of tax-advantaged retirement plans. Find out six ways the new tax rule…

102R | The Triple Tax Savings of Health Savings Account

102R | The Triple Tax Savings of Health Savings Account

102R | Brad and Jonathan explain the long-term tax benefits of using a Health Savings Account to pay for medical expenses, discuss the benefits of ne…

094R | Transitioning to Entrepreneurship | A Case Study in Estimated Taxes

094R | Transitioning to Entrepreneurship | A Case Study in Estimated Taxes

094R | The logistics of estimating and paying taxes as an entrepreneur, Brad’s frugal win of the week, and emails from the ChooseFI community. Brad …