Podcast Feed
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
1231 - Essential Tax Breaks Every Real Estate Investor Should Know in 2024 by Datha Santomieri
Running a rental business comes with its fair share of headaches, but one upside is that just about every rental activity associated with buying, mai…
Bigger Pockets
02/27/2024
371: Rookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie Kolodij
Need to estimate rehab costs or calculate ARV (after-repair value) on a property? For new investors, these tricky tasks can often make or break a dea…
Bigger Pockets
02/23/2024
Should You Pay Someone To Do Your Taxes?
One of the biggest questions we see every tax season: should you pay someone to do your taxes?Getting a tax refund is a big part of that question. Mo…
The College Investor
02/21/2024
368: Pay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies w/Natalie Kolodij
Want to pay less money to the IRS in 2024? We’ve got the real estate tax strategies to help you do just that. And get this—you don’t need a large rea…
Bigger Pockets
02/16/2024
503: How to Keep MORE of Your Inheritance From the IRS (Avoid These Tax Mistakes!)
With solid tax planning, receiving an inheritance could provide an enormous boost on your journey to financial freedom. One misstep, on the other han…
Bigger Pockets
02/16/2024
MilTax: Free Tax Prep for Military w/ Military One Source | Tax Planning + Tax Prep #111
It's tax season! Start collecting your 1099s, W-2s, and charitable donations. Whether you do your own taxes or not, you'll need all the documentation…
The Military Money Manual
02/12/2024
Understanding The 1098-E Student Loan Interest Tax Form
If you made student loan payments last year, here's what you need to know about your 1098-E interest statement when you file taxes.
The College Investor
02/09/2024
WCI #353: Lesser Known Tax Strategies
Today we are talking to Alexis Gallati of Cerebral Tax Advisors all about controversial, aggressive and often little known tax deductions. We ask her…
White Coat Investor
02/08/2024
Here Are Your Best Tax Software Options (SB1474)
Ah, the distinct smell of tax time. All that sweating...sweating out deductions, college expenses, rental income, and maybe even side-hustle write-of…
The Stacking Benjamins Show
02/07/2024
Saving for Retirement & Taxes when Self-Employed
Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business.