Podcast Episodes

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Tax Implications of Downsizing: What Baby Boomers and Gen X Need to Know

Season 1 Episode 60

Ready to sell the family home? Discover capital gains exclusions, deduction hacks, and smart reinvestment strategies to keep more money for your gold…

1 year, 6 months ago

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Navigating the Complex Tax Maze for Student-Athletes

Season 1 Episode 59

Scholarships and grants are essential for many student-athletes, providing financial support for tuition, fees, and other educational expenses, plus …

1 year, 7 months ago

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The EV Tax Debate: Should Electric Vehicle Owners Pay More to Use the Roads?

Season 1 Episode 58

As more states impose EV fees to offset lost gas tax revenue, critics argue it's unfair. Explore the debate, state policies, and what this means for …

1 year, 7 months ago

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Millionaires Are Fleeing the UK—Can Tax Adjustments Stop the Exodus?

Season 1 Episode 57

The UK’s non-dom tax changes have sparked a millionaire exodus. Will adjustments save London’s status as a financial hub, or is the damage already do…

1 year, 7 months ago

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Not Required to File a Tax Return? You May Be Missing Out on Sizeable Tax Credit Refunds

Season 1 Episode 56

1 year, 7 months ago

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How Living in a Community Property State Impacts Married Couples’ Taxes

Season 1 Episode 55

Community property laws can significantly impact how taxes are calculated and filed for married couples in certain states. These laws dictate how inc…

1 year, 7 months ago

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A Beginner's Guide to Self-Employed Health Insurance Deductions

Season 1 Episode 56

Learn the basics of tax deductions for self-employed health insurance in this quick deep dive.

1 year, 7 months ago

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Inheritance Tax: What States Collect & How Much

Season 1 Episode 54

Discover which states impose estate or inheritance taxes in 2025—and how these laws could impact your retirement and legacy planning. Get expert guid…

1 year, 7 months ago

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IRS Wage Garnishment: What It Means, Why It Happens, and How You Can Stop It

Season 1 Episode 53

Struggling with an IRS wage garnishment? Learn the proven steps to stop it, protect your paycheck, and reclaim your financial future. Get expert insi…

1 year, 7 months ago

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Unlock Extra Savings: How the Saver's Credit Can Boost Your Retirement Fund

Season 1 Episode 50

The Saver’s Credit is a tax credit designed to encourage individuals to contribute to their retirement savings. It is available to low- and moderate-…

1 year, 7 months ago

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