Oct 16

Top 10 Mind-Blowing Money Stats (2026 Edition)

From retirement savings and 401(k)s to credit card debt, mortgage rates, car loans, student loans, and investing, these 10 mind-blowing money statistics reveal what's happening to Americans' finances in 2026. Brian and Bo break down why first-time homebuyers are getting older, Am ... Show More

38m 7s

Oct 14

Here’s How Much Income Puts You In The Top 10%

How much income puts you in the top 10% of Americans? The answer might surprise you! According to U.S. income percentile data, earning around $163,000 annually puts an individual in the top 10% of earners. But does a six-figure salary actually make you wealthy? We break down aver ... Show More

1h 3m

Oct 12

From DINKs to Single Income and 2 Kids

⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠ ... Show More

57m 36s

Sep 2022

Why Your Year-End Tax Strategies Should Be Underway Now

Reviewing traditional tax strategies now could mean more money in your pocket when you prepare your tax return next spring. WSJ contributor Tom Herman joins host J.R. Whalen with steps taxpayers should consider to lessen the amount they may have to hand over to Uncle Sam. Hosted ... Show More

7m 15s

Nov 2023

846: What You Need to Do NOW to Pay Fewer Taxes in 2024

If you want to pay fewer taxes or outright avoid taxes in 2024, you’re in the right place. We’re about to give you all the last-chance tax tips and loopholes you can use NOW to pay WAY less in taxes in 2024. All of these are perfectly legal, but many will require some form of rea ... Show More

1h 1m

Mar 2021

Tips to Maximize Your Tax Refund in 2021

Want simple tips to save money by reducing the amount of tax you owe or increasing your tax refund? Laura interviews Cece Leung, CPA, about ways to take full advantage of recent tax code changes.Read the transcript.Check out all the Quick and Dirty Tips shows.Subscribe to the new ... Show More

24m 57s

Mar 2024

434: Last Minute Tax Tips

Are you all set for tax season this year? With the tax deadline just around the corner, CPA Keila Hill-Trawick is back on the show with some last-minute tips to help you get organized and make this tax season a little less stressful. Connect with Keila Website | Instagram | The B ... Show More

12m 27s

Nov 2024

Best End Of Year Financial Tips (And To-Do List)

Here's our financial checklist of the best money moves you can make by the end of the year to maximize your savings and investments while minimizing your taxes.The end of the year can be a whirlwind. But the actions you take over these final months can have large impacts on your ... Show More

11m 5s

Jul 2022

What you don’t know about this year’s tax filing season

It is tax filing season and while people look forward to tax season because they can get a rebate, for many of us it can feel a bit overwhelming. In this podcast Maya speaks to tax expert Reinert van Rensburg, Tax Legal Specialist at Leap Group, about everything you need to know ... Show More

24m 34s

Feb 2022

287: 3 Things You Can Do to Make the Most of Your Tax Refund

It's tax season yet again and millions of Americans will be receiving a tax refund. But what should you do with all that cash? This week I'll break down three things that you can do with your tax refund to get your finances moving in the right direction. Check out This Is Awkward ... Show More

9m 27s

Nov 2022

Big Tax Breaks Await Those Who Plan Ahead This Year

The deadline to file your tax return is still several months away, but there are steps you can take now to score tax breaks and stay ahead of some tax changes that are coming next year. WSJ tax reporter Laura Saunders joins host J.R. Whalen to discuss. Hosted by Simplecast, an Ad ... Show More

8m 57s

How to Save Thousands of Dollars in Taxe...