Podcast Feed

Saving for Retirement & Taxes when Self-Employed

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.

7 Best Ways To Save Your Tax Refund

7 Best Ways To Save Your Tax Refund

The best ways to save your tax refund will set you up for an easier, more secure future by building your emergency fund, paying off debt, or growing …

02.01.24  The Current Investment Environment  /  FREE Tax Filing Options

02.01.24 The Current Investment Environment / FREE Tax Filing Options

The stock market has hit record highs lately, which means investors can become misdirected by  “recency bias”.  What could go wrong?  Clark explains …

Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Employed

Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Em…

What can you write off from your side hustle? Should your business be an S Corp? What's the best retirement account for self-employed folks? We cover…

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Busine…

Many of you wanted to know: What deductions can I look into to lower my tax burden if I’m not a business owner? We’re bringing back Tim Steffen, a CF…

Free Tax Software 2024: Where To File Your Taxes For Free

Free Tax Software 2024: Where To File Your Taxes For Free

We break down the free tax software companies that actually allow free tax filing for federal and state returns in 2024.

01.11.24  IRS Tax Penalty News  /  Vanguard’s Target Date Funds

01.11.24 IRS Tax Penalty News / Vanguard’s Target Date Funds

The IRS has been in the news for waiving penalties from prior tax years AND people are getting surprise tax bills. That has brought about a slew of c…

Best Tax Software 2024 [Awards]

Best Tax Software 2024 [Awards]

We've ranked the best tax software for 2024, including best free file, best for investors, best for landlords, best for deductions, and more!

IRS Direct File Program: File For Free Directly With The IRS

IRS Direct File Program: File For Free Directly With The IRS

Filing taxes should be simple, and the IRS should provide a robust, free solution for filing taxes. But at this time, IRS Direct File is quite limite…

MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Finance 101: Schedule A Tax Return

MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Fi…

This Neuroradiologist is growing his net worth like crazy. He discovered WCI in training and educated himself on how to reach financial independence.…

What Is An After-Tax 401k (Not Roth)

What Is An After-Tax 401k (Not Roth)

After-Tax 401k contributions can help you shelter more of your money from taxes. But what is an after-tax 401(k) and who qualifies? Learn more. 

01.04.24  A New Way To SPEND LESS  /   TAXES: The New Direct File Program

01.04.24 A New Way To SPEND LESS / TAXES: The New Direct File Program

The resolution to spend less can yield multiple benefits and there are various approaches. Clark explores a method called financial fasting. Also tod…

01.02.24  SAVE MORE in 24 on Cell Phone Service  /  Payment App Tax Update

01.02.24 SAVE MORE in 24 on Cell Phone Service / Payment App Tax Update

We’re back and ready to talk about how you can save more, spend less, and avoid rip-offs in 2024! Up first - your cell phone bill! Cell phone rates a…

12.14.23   The Saver’s Credit Tax Break  /  HOA Update

12.14.23 The Saver’s Credit Tax Break / HOA Update

Tax season is around the corner. Clark wants to make sure you know about a government grant for retirement savers who meet the income guidelines. Als…

Friday Flight - EV Apathy, Tax Penalties, & Inflation Is Your Fault! #759

Friday Flight - EV Apathy, Tax Penalties, & Inflation Is Your Fault! #759

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…

12.07.23  New Tax Brackets Favorable  /   Proof Of Money! Your Account Statements

12.07.23 New Tax Brackets Favorable / Proof Of Money! Your Account Statements

Inflation silver lining: New IRS tax brackets for 2024. By historical standards, tax rates are low - at 12% on average. Understand how this informs f…

1149 - Rental Income Taxes by Chris Bibey

1149 - Rental Income Taxes by Chris Bibey

If you own rental real estate, you must be aware of tax responsibilities on the federal, state, and (in some cases) local levels. With this knowledge…

Greed on Trial, Branson's Backup and Tax Hacks

Greed on Trial, Branson's Backup and Tax Hacks

In this week's roundup of the biggest headlines on Wall Street and how they affect your finances: the Supreme Court hears arguments about the Sackler…

477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season

477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season

With 2024 right around the corner, it’s time for a final year-end tax planning push! There are all kinds of ways to pay less to the IRS, and today’s …

529 Plans Aren’t Worth It?! (And Other Important Tax Thoughts) | Sean Mullaney aka The FI Tax Guy - E69

529 Plans Aren’t Worth It?! (And Other Important Tax Thoughts) | Sean Mullaney aka The FI Tax Guy -…

Sean Mullaney is the FI Tax Guy (FI = Financial Independence). He’s a financial planner and the president of Mullaney Financial and Tax Incorporated …