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12 Days of Giving Day 9: Fighting an Erroneous 1099-R and Winning $146K Back
12 Days of Giving Day 9: Fighting an Erroneous 1099-R and Winning $146K Back

If you still believe “the IRS already knows what you made, they should just do your taxes for you,” this episode might slap that idea right out of yo…

3 months, 3 weeks ago

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12 Days of Giving Day 8: From $1.5M in Predatory Debt to Breathing Room in 4 Days
12 Days of Giving Day 8: From $1.5M in Predatory Debt to Breathing Room in 4 Days

This isn’t a cute budgeting episode. This is a $14 million revenue business buried under $1.5 million in stacked merchant cash advances, with money r…

3 months, 3 weeks ago

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12 Days of Giving Day 7: You’re Not Broken: Why ‘Normal’ Couples Still Fight About Money
12 Days of Giving Day 7: You’re Not Broken: Why ‘Normal’ Couples Still Fight About Money

Most couples think they’re “broken” because they argue about money. The truth? You’re probably more normal than you realize—you’ve just never been ta…

3 months, 4 weeks ago

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12 Days of Giving Day 6: How a Dermatologist Went Viral by Finally Just F*ing Doing It
12 Days of Giving Day 6: How a Dermatologist Went Viral by Finally Just F*ing Doing It

Most business owners aren’t losing opportunities because they’re bad at what they do. They’re losing because nobody knows they exist. Why? Because th…

3 months, 4 weeks ago

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12 Days of Giving Day 5: Unfiled Tax Returns, Dementia & $50K in Penalties: Now What?
12 Days of Giving Day 5: Unfiled Tax Returns, Dementia & $50K in Penalties: Now What?

This is the episode nobody wants to think about… until they’re forced to. Your parent dies, you step in to “help,” and suddenly you find out they hav…

3 months, 4 weeks ago

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12 Days of Giving Day 4: From Eviction Fears to a $10K Debt Payoff Game Plan - Single Mother Story
12 Days of Giving Day 4: From Eviction Fears to a $10K Debt Payoff Game Plan - Single Mother Story

The holidays are here, the cards are swiped, and a lot of you are sitting there doing the math you’ve been avoiding all year. In this 12 Days of Givi…

4 months ago

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12 Days of Giving Day 3: Your Presence Is Enough: Rethinking Holiday Gifts & Money
12 Days of Giving Day 3: Your Presence Is Enough: Rethinking Holiday Gifts & Money

What happens when your generosity becomes the very thing that threatens your future?

In this 12 Days of Giving episode, I sit down with therapist and …

4 months ago

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12 Days of Giving Day 2: The $400K Divorce Mistake We Caught Just in Time
12 Days of Giving Day 2: The $400K Divorce Mistake We Caught Just in Time

Divorce is already brutal. But when the money is handled wrong, it stops being “emotional pain” and turns into “your future just got cut in half.” In…

4 months ago

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12 Days of Giving Day 1: Your Lazy Teen Isn’t Broken: Money, Motivation & Reality
12 Days of Giving Day 1: Your Lazy Teen Isn’t Broken: Money, Motivation & Reality

This one’s for every parent staring at their older teen or college-age kid thinking, “Why aren’t you moving? Why aren’t you launching?” You did the “…

4 months ago

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Death Manuals, Donor-Advised Funds, and the Legacy You Leave
Death Manuals, Donor-Advised Funds, and the Legacy You Leave

Most people don’t give at year-end because they’re saints. They give because of taxes… and then hope the IRS sees it the way they do. In this episode…

4 months, 1 week ago

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