Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes! Planning out your tax strategy in advance can save you time and money on your taxes. In this Q&A, we’ll discuss the line items on your return to pay attention to and how you can optimize your return.
Jump start your journey with our FREE financial resources ... Show More
May 29
When Saving More Money Might Actually Hurt You
Saving money is a vital part of building wealth, but there are five specific situations where it can actually work against you. Financial Advisors, Brian Preston and Bo Hanson, walk through everything from why 28% of IRA rollovers sit in cash seven years later to how extreme frug ... Show More
39m 29s
May 27
Why These Things Aren’t Worth Your Money (Feat. Erin Talks Money)
Are you wasting your money without realizing it? We are so excited to be joined by special guest Erin from Erin Talks Money to talk through the hot topics where we agree, disagree, and yes, even want to fight. From food delivery to sports betting and whole life insurance, there a ... Show More
1h 5m
Apr 2023
402: Tax Day Q&A: Live CPAs Help YOU Owe Less To the IRS
Tax season is a nerve-racking time for many, especially for those who don’t have simple tax returns. If you’re a real estate investor, you need top-notch tax advice if you hope to reap the best tax savings when filing—legally, of course. And that’s exactly what we’ve got for you ... Show More
42m 56s
Feb 2024
The Finance Expert: Simple 6 Step WEALTH Formula ANYONE Can Use To Become a MILLIONAIRE! | Jaspreet Singh
<p>Today, finance expert Jaspreet Singh dives into the world of financial responsibility, mindset shifts for wealth building, and the art of savvy investing. </p><p>Lewis and Jaspreet unpack complex financial concepts using everyday language and relatable personal examples. From ... Show More
58m 5s
Feb 2024
1927: Financial Strategies Pt. 1
<p>On today's 2-part episode, we delve into the realms of taxation and financial strategies for dental professionals. In this episode, we're joined by Brent Saunier and Chris Sands, the founders of Profi 2020, Marks' personal CPA firm. As regular contributors to the podcast, Bren ... Show More
33m 43s
Oct 2023
118. Overcoming Financial Anxiety with Farnoosh Torabi
Are financial fears holding you back? Have you ever felt anxious about money or career choices? In this episode of Financial Feminist, Tori engages in a candid money conversation with Farnoosh Torabi, a renowned financial expert, author, and host of the "So Money" podcast. Farnoo ... Show More
1 h
Feb 2024
Money and Lifestyle Habits That Are Wasting Your Paycheck
Want to pay off your debt faster? Stick around! This week, you’ll learn five ways to speed up your debt payoff. Plus, don’t miss my #1 tip for never running out of money before your next paycheck, and Nisha Vora joins me to share some of her favorite grocery shopping hacks and af ... Show More
30m 29s
Feb 2024
2462: 5 Retirement Questions You Need To Ask by Scott Spann with Financial Finesse on Planning, Wellness & Lifestyle Goals
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2462:
Scott Spann of FinancialFinesse.com outlines five critical questions for effective retirement planning, urging indivi ... Show More
11m 4s