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
Dec 31
Curtain Call: All Stars Return to Talk Financial Independence, Fear, and Growth
Well, here we are—for the last time, for now. A couple weeks ago, I wrote an end-of-year letter that functioned like a little “status update” on how I’m feeling moving into 2026. In this episode, I invite back five of my favorite guests for their own check-ins. We talk about: Wha ... Show More
1h 52m
Dec 17
Why We Judge Women’s Spending, What We Hide, & What We’re Afraid to Admit
Today’s guest won’t surprise you if you read the introduction to Rich Girl Nation, which recollected the 2018 event that made me think personal finance might not be solely for people with brown bananas and pocket protectors. Lindsey Stanberry, founding editor of Refinery29’s Mone ... Show More
56m 3s
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 33s
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