With solid tax planning, receiving an inheritance could provide an enormous boost on your journey to financial freedom. One misstep, on the other hand, and you could be lining Uncle Sam’s pockets. Fortunately, we’ve brought on a tax professional to help you keep as much of your newfound money as possible.
There are two certainties in life: death and taxes. I ... Show More
Apr 2023
753: Seeing Greene: CPAs Answer YOUR Top Investing and Tax Questions
Want more real estate tax deductions? If you’re a savvy investor, you can use the tax code to avoid income tax, keep more money, and grow your portfolio even faster. But it’s hard to do so without a rock-solid CPA behind you. Thankfully, we have some of the world’s top real estat ... Show More
49m 33s
Apr 2024
MI344: Growing Your Wealth, Shrinking Your Taxes w/ Grant Dougherty
In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Grant Dougherty, a Houston-based tax professional who specializes in real estate and small business tax strategies. You’ll hear about the lessons Grant learned playing college baseball, how he got his accoun ... Show More
52m 50s
Apr 2024
From RAGS to RICHES: Become a Millionaire in Under a Decade (Escape the Debt TRAP!)
<p>Today we highlight three money experts, each sharing their unique rags-to-riches stories and invaluable financial wisdom. Bill Perkins, a finance titan and author of "<a href="https://www.amazon.com/Die-Zero-Getting-Your-Money/dp/0358099765">Die with Zero</a>," reveals how to ... Show More
1h 15m
Mar 2021
Friday Flight - Money in the Bank, Student Loan Forgiveness Taxes, & Streaming Password Sharing Clampdown Begins #333
It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health a ... Show More
24m 55s