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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…

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 …

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.

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…

1429 - Senator Warren’s New Bill Includes Estate Tax Hikes, Private Equity Crackdowns, and Incentives by Jeff Vasishta

1429 - Senator Warren’s New Bill Includes Estate Tax Hikes, Private Equity Crackdowns, and Incentiv…

With the housing crisis being one of the major issues Americans face today, politicians have recently offered various ideas on how to combat it, from…

Ask Paula: Escaping a $100K Tax Nightmare

Ask Paula: Escaping a $100K Tax Nightmare

#539: An anonymous caller feels trapped. She owes $100,000 in back taxes on earnings she had to give up as a result of a lawsuit with her former busi…

Trump vs. Harris Economic Plans: Taxes, Affordable Housing, and Inflation

Trump vs. Harris Economic Plans: Taxes, Affordable Housing, and Inflation

How will the Trump and Harris economic plans affect your investing? One candidate is looking to increase affordable housing and give homebuyers a bre…

Q&A: Tax-Free Income for Kids, Our Frugal Life Hacks, & Franchise Dos and Don'ts

Q&A: Tax-Free Income for Kids, Our Frugal Life Hacks, & Franchise Dos and Don'ts

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Join 430+ fellow podcast listeners in the …

Where The Rich Move to Avoid Taxes

Where The Rich Move to Avoid Taxes

Lowering your tax bill can change your life (true story!). Nicole breaks down which states have the best tax codes, and how the rich use those tax pe…

1417 - 6 Property Tax Strategies for Long-Term Real Estate Holding by David Abraham

1417 - 6 Property Tax Strategies for Long-Term Real Estate Holding by David Abraham

Real estate is typically an excellent choice for long-term investment. However, as with any investment, there are potential pitfalls to consider. One…

1411 - Corruption Scandal Shows How Some Housing Nonprofits Misused Tax Dollars to Obstruct Affordable Development by Lindsay Frankel

1411 - Corruption Scandal Shows How Some Housing Nonprofits Misused Tax Dollars to Obstruct Afforda…

HomeRise, a nonprofit housing developer that has received more than $200 million in grants and loans from the city of San Francisco, declares on its …

08.23.24  Clark Answers His Critics on Clark Stinks  /   Home Energy Tax Credits

08.23.24 Clark Answers His Critics on Clark Stinks / Home Energy Tax Credits

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also, most states are still under cos…

The Truth About the Range Rover Tax Loophole

The Truth About the Range Rover Tax Loophole

If the algorithm has been feeding you "get rich quick" content, you've probably seen videos about the Range Rover Loophole, also known as the G Wagon…

505 | Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401k | Rachael Camp

505 | Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401…

In this episode: debt and investing, the 4% rule, Roth 401k and traditional 401k, and total return investing. This week we are back with a listener …

Friday Flight - Debt Disasters, Retirement Raiding, & Tax Credit Tips #867

Friday Flight - Debt Disasters, Retirement Raiding, & Tax Credit Tips #867

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 headlines…