Podcast Feed
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 …
The Military Money Manual
04/08/2024
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…
Money Rehab with Nicole Lapin
04/08/2024
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…
Money With Katie
04/08/2024
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…
Bigger Pockets
04/07/2024
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…
Bigger Pockets
04/02/2024
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…
The Military Money Manual
04/01/2024
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…
The College Investor
04/01/2024
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…
White Coat Investor
03/28/2024
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.
Money Girl
03/27/2024
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.
WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
Today Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the …
White Coat Investor
03/21/2024
Ask HTM - Overpriced Organics, Health Sharing Risks, & Tax Sheltering for High Earners #802
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…
How To Money
03/18/2024
MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes
This doc recently retired after a 40 year career that he loved with a nearly $50 million portfolio. He has been living and preaching the WCI methodol…
White Coat Investor
03/18/2024
03.11.24 Consumers Vs Junk Fees / Bait & Switch Tax Prep
Junk fees are being imposed all over the place in all manner of ways these days. A new California law is going to end that practice in the state, wit…
Clark Howard
03/11/2024
Friday Flight - Bitcoin Boom, Tax Refund Robbers, & Bogus Bag Fees #798
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…
How To Money
03/08/2024
What To Do With Your Tax Refund
If you’re one of the 80% of taxpayers who will be receiving a tax refund this year, here's what to do with your tax refund according to experts.The a…
The College Investor
03/08/2024
1241 - Investors are purchasing more “low-cost” properties and Congress Committee could add invest…
A new report from Redfin finds that 26% of investor purchases in Q4 2023 were in “low-cost” properties, up significantly from previous years. The inc…
Bigger Pockets
03/08/2024
03.04.24 Two Important Tax Tips / What Workers Want
If you’ve recently sold I Bonds and/or receive 1099s, Clark has an important tax tip for you. Also today - Clark discusses some employment cross curr…
Clark Howard
03/04/2024
1237 - Tax Implications of House Hacking by Cyrus Vanover
House hacking is often one of the first strategies that many new real estate investors use because it’s a simple way to live for free while your rent…
Bigger Pockets
03/04/2024
1236 - Ultimate Guide to House Flipping Taxes by Ana Gotter
Flipping houses can be extraordinarily profitable, which is one of the reasons why it’s a popular real estate investment strategy. You go in with a c…
Bigger Pockets
03/03/2024