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MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States

MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Differe…

This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before s…

Q&A: The Hidden Tax Drain in Your Investment Strategy

Q&A: The Hidden Tax Drain in Your Investment Strategy

#585: Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel out the …

Don't Fall For These 5 Tax Traps!

Don't Fall For These 5 Tax Traps!

Taxes are an unavoidable part of life. The good news? You have more control over your tax situation than you might think. In this guide, we'll explor…

Maximize Tax Deductions: How a Side Gig or Small Business Can Lower Your Taxes

Maximize Tax Deductions: How a Side Gig or Small Business Can Lower Your Taxes

Laura answers a listener's question about maximizing tax deductions for multiple sources of income and side gigs.

CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes

CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes

2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already h…

Home Office Tax Deduction: 5 Essential Rules to Maximize Your Savings in 2025

Home Office Tax Deduction: 5 Essential Rules to Maximize Your Savings in 2025

Laura reviews who qualifies for the home office tax deduction and five rules for claiming it when you work from home.

When to Hire a Tax Pro

When to Hire a Tax Pro

Allie and Quint talk about when you might need professional help during tax season.

Avoid Paying Taxes (Legally) with THIS Rental Tax Loophole

Avoid Paying Taxes (Legally) with THIS Rental Tax Loophole

Most people invest in real estate for cash flow or appreciation, but there are enormous tax benefits as well. In this episode, we’re going to share t…

5 Essential Tax Record-Keeping Tips to Avoid IRS Headaches

5 Essential Tax Record-Keeping Tips to Avoid IRS Headaches

Laura reviews tips to manage essential records so you pare down, follow IRS rules, and have what you need for future transactions.

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

Friday Flight - Cheap Chinese AI, Free Tax Filing, & Outpacing Inflation #939

Friday Flight - Cheap Chinese AI, Free Tax Filing, & Outpacing Inflation #939

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of hea…

How to (Legally) Reduce Taxes with Real Estate + Crucial New Trump Tax Plans

How to (Legally) Reduce Taxes with Real Estate + Crucial New Trump Tax Plans

The clock is ticking to tax day, and you could be stuck with a big tax bill. Thankfully, if you own real estate, reducing your taxes is easy. Don’t k…

Will They Claw Back My Tax Breaks? Should I “Buy, Borrow, and Die?” And More - AMA #5 - E99

Will They Claw Back My Tax Breaks? Should I “Buy, Borrow, and Die?” And More - AMA #5 - E99

Time for another AMA with Jesse! First, Randy asks what it means to be rich, leading to an interesting evaluation of personal values, goals, and circ…

WCI #403: Exploring Taxes with a Friend of WCI

WCI #403: Exploring Taxes with a Friend of WCI

Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a quest…

01.15.25   A Plan For Credit Card Debt  /  Direct & Free Tax Filing

01.15.25 A Plan For Credit Card Debt / Direct & Free Tax Filing

Many Americans are stressed about spending decisions made over the holidays as the credit card bills roll in. Today, a Clark smart assignment for dea…

How To Do Your Own Taxes (DIY or Tax Pro)

How To Do Your Own Taxes (DIY or Tax Pro)

Our parents had it rough during tax season. Doing their own taxes sometimes took a week or more. They’d spread papers and receipts across the kitchen…

How You Can Legally Minimize Your Taxes Using Real Estate

How You Can Legally Minimize Your Taxes Using Real Estate

As a landlord, taxes can either be your worst enemy or your secret weapon. In this episode, we uncover the ultimate guide to minimizing your tax bill…

5 Money-Saving Tax Changes for 2025

5 Money-Saving Tax Changes for 2025

Laura answers a listener's question about upcoming tax changes that could save money.