Episodios

  • E255: 3 Ways to Improve Your Tax Filing Process Next Year

    E255: 3 Ways to Improve Your Tax Filing Process Next Year
    Apr 16 2025
    Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.
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    5 m
  • E254: 10 Budgeting Myths That Keep People from Using a Budget

    E254: 10 Budgeting Myths That Keep People from Using a Budget
    Apr 2 2025
    Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?
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    9 m
  • E253: How to Claim Your Tax Credits for Adoption Expenses

    E253: How to Claim Your Tax Credits for Adoption Expenses
    Mar 26 2025
    Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits.
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    13 m
  • E252: Should I Repair or Replace My Car?

    E252: Should I Repair or Replace My Car?
    Mar 19 2025
    If you've ever owned an older car, you've probably faced the tough choice: Should you spend the money to repair it, or is it finally time to buy something newer? This is a common situation, and it's totally normal to feel a bit torn between the practical side of things and your emotional connection to your vehicle.
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    6 m
  • E251: What Are My Options For College Savings For My Child?

    E251: What Are My Options For College Savings For My Child?
    Mar 12 2025
    Saving for your children's college education is one of the most important financial decisions you'll make as a parent. With the cost of higher education rising steadily, it's a great idea to start planning early and understand your options.
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    13 m
  • E250: What Is a Roth 401(k) and How Does It Work?

    E250: What Is a Roth 401(k) and How Does It Work?
    Mar 5 2025
    If your employer offers a Roth 401(k), consider giving it a closer look. It could become an essential part of your financial strategy, setting you up for a financially secure, tax-efficient retirement.
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    9 m
  • E249: Reasonable Compensation for S-Corps – Busting Common Myths

    E249: Reasonable Compensation for S-Corps – Busting Common Myths
    Feb 26 2025
    Reasonable compensation is one of the most misunderstood and debated topics for S-Corporation (S-Corp) owners. Despite its importance, misconceptions continue to circulate, often leading to IRS challenges or costly mistakes. Let’s break down what reasonable compensation is, why it matters, and bust some of the most common myths.
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    10 m
  • E248: How to Read a Fund Report – Understanding Key Investment Metrics

    E248: How to Read a Fund Report – Understanding Key Investment Metrics
    Feb 19 2025
    Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
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    9 m
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