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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 …

Use Whole Life Insurance to Avoid Estate Taxes?

Use Whole Life Insurance to Avoid Estate Taxes?

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in to this week’s mini-episode of Th…

Finding the ZERO Percent Tax Bracket In Retirement (with David McKnight)

Finding the ZERO Percent Tax Bracket In Retirement (with David McKnight)

You've diligently saved and invested. You've taken careful care of your money, and you're now ready to enjoy your golden years...but your tax situati…

8.9.18 Grocery pick-up; Bad stock broker; Change your tax withholding

8.9.18 Grocery pick-up; Bad stock broker; Change your tax withholding

Whole Foods is now offering grocery pickup. Clark tells you opting for grocery pickup can actually save you money. Unregistered adviser charged with …

How to Be a Tax-Free Millionaire

How to Be a Tax-Free Millionaire

If there was a way for you to become a tax-free millionaire, do you think that would be something you'd want to know about? The good news is that the…

WCI #53: Tax Cut and Jobs Act Pass Through Deduction

WCI #53: Tax Cut and Jobs Act Pass Through Deduction

There is a new deduction for pass-through businesses such as sole proprietorships, LLCs, and S corporations. However, this deduction is specifically …

How to Maximize Your Charitable Giving Under 2018 Tax Changes

How to Maximize Your Charitable Giving Under 2018 Tax Changes

In this week's episode, we talk about ways you can align your Army of Dollar Bills with a heart of giving. Being generous and minimizing your taxes c…

536 - Work from Home? Tax Reform Changes to the Home Office Deduction

536 - Work from Home? Tax Reform Changes to the Home Office Deduction

Working from home, either as a remote employee or for your own business, has become common--but tax reform significantly changes who can claim a dedu…

269: How the New Tax Code Affects Your Real Estate Investments with Amanda Han and Brandon Hall

269: How the New Tax Code Affects Your Real Estate Investments with Amanda Han and Brandon Hall

Big changes are underway in the U.S. tax code—and it could make a huge difference to your bottom line. Thankfully, today on the BiggerPockets Podcast…

272: How the New Tax Law Impacts Entrepreneurs and Side Hustlers

272: How the New Tax Law Impacts Entrepreneurs and Side Hustlers

How much will you save from the new tax law? It turns out that while there are some great "gives" from Uncle Sam for entrepreneurs, there are several…

What to do with Your Tax Refund! #006

What to do with Your Tax Refund! #006

We spend this entire episode covering what you should do with your tax refund! First of all, you shouldn't be receiving a big refund when April 15th …

WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts

WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts

Dr. Dahle answers listeners' questions in this episode. He covers questions about SERPs, the new tax law, inherited IRAs, and gifts. At some point in…

New Podcast Sample: MITM Airline Bins and Tax Returns DETAILS

New Podcast Sample: MITM Airline Bins and Tax Returns DETAILS

Looking for a new financial show that's fifteen minutes or less? Back from the basement...the same team that brings you Stacking Benjamins debuts a n…

527 - Tax Reform Law: 7 Ways It Affects Your Personal Finances

527 - Tax Reform Law: 7 Ways It Affects Your Personal Finances

Reforms in the Tax Cuts and Jobs Act begin in 2018 and affect virtually every U.S. taxpayer. Find out which changes shake up your personal finances t…