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Build Wealth Faster with This Tax “Loophole” (1031 Exchange) (Rookie Reply)

Build Wealth Faster with This Tax “Loophole” (1031 Exchange) (Rookie Reply)

Are you looking to grow your real estate portfolio and build wealth faster? There’s a tax “loophole” that allows you to sell your property and roll y…

Taxes on Inherited Trust

Taxes on Inherited Trust

Quint and Allie talk about future tax consequences of putting funds in a trust.

The Pros and Cons Of Tax Refund Advance Loans

The Pros and Cons Of Tax Refund Advance Loans

With tax season quickly approaching, you’re probably seeing ads for refund anticipation loans. Refund anticipation loans (also known as refund advanc…

12.09.24   The Property Tax Problem  /   The Decision to “Unretire”

12.09.24 The Property Tax Problem / The Decision to “Unretire”

Today - with the rapid rise in home values, property taxes have gone up all over the country. North Dakota tried and failed to eliminate property tax…

Will Student Loans Take My Tax Refund In 2025?

Will Student Loans Take My Tax Refund In 2025?

Student loans are back in repayment, and starting in 2025, that also means that collection activity has resumed on student loan debt. Could your stud…

Pre-Tax or Roth, How to Use Your Emergency Fund, & Building Business Credit - Money Q&A

Pre-Tax or Roth, How to Use Your Emergency Fund, & Building Business Credit - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about how to use your emergency fund, building business credit. T…

Tax Intro: What Military Families Need to Know About US Tax Code to Max Your Paycheck #152

Tax Intro: What Military Families Need to Know About US Tax Code to Max Your Paycheck #152

Tax advantages, confusing tax brackets, marginal vs effective tax rates, and more! Spencer and Jamie discuss how military service members benefit fro…

Where TO Cash A Tax Refund Check If You Don’t Have a Bank Account

Where TO Cash A Tax Refund Check If You Don’t Have a Bank Account

It’s almost tax refund season, and if you’re anything like the average American, you’re excited to get your hands on your refund check.But how are yo…

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…

Understanding Capital Gains Tax Strategies | Cody Garrett | Ep 517

Understanding Capital Gains Tax Strategies | Cody Garrett | Ep 517

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