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WCI #366: Tax Questions

WCI #366: Tax Questions

Today Dr. Dahle is answering all of your questions about taxes. He talks about FICA taxes, quarterly estimated payments, IRA contributions and tax de…

1303 - Strategically Lower Your W-2 Taxes with Real Estate by Cyrus Vanover

1303 - Strategically Lower Your W-2 Taxes with Real Estate by Cyrus Vanover

Working for a company is the most common way people in the United States earn their living. As an employee, your earnings are reported on IRS Form W-…

Ask HTM - Overblown Tax Deductions, 4% Rule, and Ditching a Financial Advisor #823

Ask HTM - Overblown Tax Deductions, 4% Rule, and Ditching a Financial Advisor #823

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…

1298 - Taxes & Buying a Home (What You’ll Pay, Deductions, & More) by Ana Gotter

1298 - Taxes & Buying a Home (What You’ll Pay, Deductions, & More) by Ana Gotter

Purchasing a home is an extraordinarily expensive process, especially once you add up the down payment, closing costs, and potential relocation expen…

How To Save Money On Your Property Taxes

How To Save Money On Your Property Taxes

Property taxes are typically your largest homeownership expense after paying your mortgage. Any way to save on your property taxes can be a big win f…

A Year of Travel...and $17,000 in Tax Savings?

A Year of Travel...and $17,000 in Tax Savings?

I’ve long entertained a logistically untenable fantasy of picking up and moving my life to Copenhagen for a season. Today, we explore what it takes t…

Funny Money with Comedian Sarah Tiana: The Eclipse’s Divorcee, Cracker Barrel and Tax Tears

Funny Money with Comedian Sarah Tiana: The Eclipse’s Divorcee, Cracker Barrel and Tax Tears

Today's episode is another installment of Funny Money, where Nicole gives bizarre headlines from business and finance, and a comedian gives their fam…

04.15.24   TAX DAY:  Filing An Extension  /  Property Tax Increases

04.15.24 TAX DAY: Filing An Extension / Property Tax Increases

Clark discusses filing an extension and what to do if you don’t have the money to pay income taxes. Also, many of us are dealing with sky-high valuat…

Friday Flight - Last Minute Tax Tips, New Job Fever, & A Food Waste Fix #813

Friday Flight - Last Minute Tax Tips, New Job Fever, & A Food Waste Fix #813

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…

934: How to Pay Less Taxes by Buying Real Estate (1 Write-Off You’re Overlooking) w/Brandon Hall

934: How to Pay Less Taxes by Buying Real Estate (1 Write-Off You’re Overlooking) w/Brandon Hall

With so many real estate tax write-offs, it’s no wonder that CPA Brandon Hall says rental real estate is one of the most tax-advantaged assets on the…

Military Tax & Spouses: "Which State Do I File Taxes In?" Military Spouse Residency Relief Act (MSRRA) with Kate Horrell # 119

Military Tax & Spouses: "Which State Do I File Taxes In?" Military Spouse Residency Relief Act (MSR…

Spouse residency rules can sometimes feel very confusing. But today, Kate Horrell helps understand the rules and requirements regarding which state …

Win At Your Taxes with Tips from a Cool CPA

Win At Your Taxes with Tips from a Cool CPA

That's right: Lorilyn Wilson is our new favorite CPA who makes taxes *actually* kinda fun. Nicole holds nothing back and asks all the burning tax que…

Rich Girl Roundup: What You Should Know About Tax Drag (and a Wild Money Story)

Rich Girl Roundup: What You Should Know About Tax Drag (and a Wild Money Story)

“Tax drag” can hold your money back from reaching its fullest potential—what is it, how does it work, and what do the outcomes look like? Plus, we sh…

1271 - New Bill Seeks to Tax RE Investors—Here’s Why That’s a Terrible Idea by Andrew Syrios

1271 - New Bill Seeks to Tax RE Investors—Here’s Why That’s a Terrible Idea by Andrew Syrios

Real estate investors seem to be taking it from all sides these days. Not only are interest rates, property taxes, and construction costs up signific…

927: Seeing Greene: Refi vs. “Recast,” Tax-Free Equity, & When to Cut Your Losses

927: Seeing Greene: Refi vs. “Recast,” Tax-Free Equity, & When to Cut Your Losses

When is it NOT worth taking a capital gains tax exemption? Wouldn’t it ALWAYS be a good time to pay Uncle Sam less? Not exactly…and today, we’re goin…

Advanced Personal Finance Topics for High Net Worth Military Families | High Net Worth Military Finances | Protecting your Assets, Tax Planning, and Investment Fees #118

Advanced Personal Finance Topics for High Net Worth Military Families | High Net Worth Military Fin…

For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…

8 Last-Minute Tax Reminders For 2024

8 Last-Minute Tax Reminders For 2024

The tax deadline is almost here! Here are some last minute tax reminders if you're still working on filing your taxes.Although it might not be the mo…

WCI #360: Student Loans and Filing Your Taxes

WCI #360: Student Loans and Filing Your Taxes

Today we had a handful of tricky student loan questions particularly in regards to taxes. It is always hard to answer questions with that level of sp…

How Asset Location Cuts Taxes and Saves Money

How Asset Location Cuts Taxes and Saves Money

Learn about asset location, how it can help you minimize taxes, and how to find the optimal strategy for you.

Bringing on a Tax Advisor?

Bringing on a Tax Advisor?

Logan and Allie talk through how to build a team of advisors around you and when you need to do so.