College financial planning consultant and CPA Paula Bishop shares financial aid insights and strategies to help families make college more affordable.
Foreign earned income exclusion & expat taxes with Grace Taylor (HYW024)
Expat tax CPA (US) Grace Taylor shares advice on how to optimize taxes as an expat – whether you’re a company employee, digital nomad, or early retiree.
Opportunity zones explained: how they work & how to invest (HYW023)
David Sillaman, a pioneer in Opportunity Zone fund creation, explains key rules and tax benefits of Opportunity Zones: how they work and how to invest.
Tax Loss Harvesting: Rules and Strategies with Bob Dockendorff (HYW022)
I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.
How to earn 6 figures and legally pay zero taxes (updated for 2020) (HYW021)
I show you step by step how you can make over 6-figures in income with zero tax liability.
CPT codes & ICD 10 codes: How medical billing & insurance claims work (HYW020)
How medical billing and health insurance claims work (CPT codes and ICD-10 codes), plus tips on how to be vigilant about health insurance so you save yourself from unpleasant surprise costs.
Growing an education blog for teachers with Paul Stevens-Fulbrook (HYW019)
I talk with Paul Stevens-Fulbrook, a high school science teacher whose side hustle is an education blog for teachers. Plus, how not to land in “Facebook jail”…
17 essential questions to discuss with your partner about finances if you want to stay married (HYW018)
17 critical questions to discuss with your partner about money and finances….it’s perhaps the best investment you can make in each other and in your relationship.
How to maximize point redemptions for free flights with Sarah Maxwell (HYW017)
I talk with miles & points expert Sarah Maxwell about how to maximize point redemptions for free flights and how to think strategically about award travel.
Credit card application tips for earning big sign up bonuses and rewards (what’s working in 2020) with Dave Grossman (HYW016)
I talk with Dave Grossman, travel loyalty program consultant & credit card rewards expert, about how to optimize credit card travel rewards (what’s working in 2020). It’s chock full of tips, strategies, and insights you do NOT want to miss…
