Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.
Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.
The Tax Deed Professor teaches how tax deed auctions and tax deed investing work, plus how to due diligence tax foreclosure properties.
Karsten Jeske, CFA, on using rental real estate as an alternate “yield shield” + how to analyze the “crossover” point where sequence risk disappears.
Karsten Jeske, CFA, argues that a “yield shield” strategy does not actually do a better job protecting against sequence risk than a plain stock index.
Karsten Jeske, CFA, explains how a “bond tent” asset allocation strategy can reduce sequence of returns risk in the years just before and after retirement.
Katelynn Minott, CPA and managing partner at Bright!Tax, shares key tax filing updates to be aware of when you file your tax returns this year.
Investor Phil Kessler explains how tax lien investing works + how to invest (with as little as a few hundred $) as easily as buying toilet paper on Amazon.
Megan McCoy and Ed Coambs, two leading marriage therapists who specialize in financial therapy, share insights and advice about money issues in marriage.
Megan McCoy and Ed Coambs, two leading couples therapists who specialize in financial therapy, share insights about money and dating.