Short-term capital gains? Qualified dividends? Tax loss harvesting? Strap in, people, we’re taking a cruise down the chocolate river of all things investment taxes, and I’ll be your Wonka.
Fear of taxes (or maybe just uncertainty) keeps people out of the game, and I think that’s a little bit like declining a raise because you don’t want to pay taxes on the i ... Show More
Today
Freedom, Capitalism, and America's Missing Revolution
Since I spent last week’s episode detailing the thrilling ins and outs of making your own 2026 financial plan for wealth-maxxing, today I’m taking a hard left turn and interviewing Andrew Hartman, a history professor and the author of Karl Marx in America, a 500-page tome about w ... Show More
1h 21m
Nov 5
The Leisure Gap, Princess Treatment, and Other Hard Truths About "Soft Life"
There is perhaps nobody in the financial education space who knows her way around the National Bureau of Economic Research quite like Stefanie O’Connell Rodriguez. If Chapter 2 of Rich Girl Nation were sentient, it would probably sound a lot like Stefanie. Today on the show, I’m ... Show More
1h 15m
Feb 2025
CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes
2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and owing less to Uncle Sam. But how do you do it? We’re sharing 2024 and 2025 top ta ... Show More
43m 48s
Apr 2025
Q&A: The Stock Market Sucks. Is Private Equity Any Better?
#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ... Show More
52m 53s
Aug 2016
Ep #41 - How to Use Your IRA to Invest in Multi-Family Real Estate - Scott Maurer, director of business development for Advanta IRA
<p>Welcome to Your Lifetime Cash Flow Podcast Real Estate Tip</p> <p>How to Use Your IRA to Invest in Multi-Family Real Estate. Scott Maurer, director of business development for Advanta IRA </p> <p>Here' some of what you will learn in the episode.</p> <ul> <li>Those of you who a ... Show More
20m 56s
Apr 2025
I Made $50,000 In The Sharemarket This Week - 5 Rules Warren Buffet Taught Me
<p>This week, Sim shares how she made $50,000 in one day from the stock market by following five timeless Warren Buffett investing principles—no day trading, no gambling, just patient and consistent index fund investing. She breaks down powerful lessons like being greedy when oth ... Show More
20m 47s