Podcast Episodes

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Tax Day Q&A: Live CPAs Help YOU Owe Less To the IRS
Tax Day Q&A: Live CPAs Help YOU Owe Less To the IRS

Episode 402

Tax season is a nerve-racking time for many, especially for those who don’t have simple tax returns. If you’re a real estate investor, you need top-n…

2 years, 9 months ago

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The Post-Passing Plan: 3 Steps to Protect Your Family’s Financial Future
The Post-Passing Plan: 3 Steps to Protect Your Family’s Financial Future

Episode 301

How important are beneficiary designations? What happens if you die without a will? What are intestate succession laws? Death is a subject that most …

2 years, 9 months ago

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Mindy and Scott’s Money Stories and Why They WON’T Retire Early
Mindy and Scott’s Money Stories and Why They WON’T Retire Early

Episode 400

Being able to retire early is a blessing and a curse. When you first start working a job, all you can think of is escaping your everyday responsibili…

2 years, 9 months ago

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Financially Free in 10 Years by Using Real Estate the Right Way
Financially Free in 10 Years by Using Real Estate the Right Way

Episode 399

Want to retire early in your 30s? Early retirement may be closer than you think. With smart money moves, intelligent investments, and the ability to …

2 years, 9 months ago

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How to Change Your Financial Life with a Money “Reset”
How to Change Your Financial Life with a Money “Reset”

Episode 398

For so long, early retirement has been THE goal of those chasing financial independence. Can you imagine waking up with unlimited time, not having to…

2 years, 9 months ago

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Estate Planning, Wills, and What to Do NOW to Protect Your Heirs
Estate Planning, Wills, and What to Do NOW to Protect Your Heirs

Episode 397

Financial freedom allows you to do what you want, when you want, and with who you want. But it’s not just for lounging in hammocks or jet-setting aro…

2 years, 9 months ago

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The Investments That Will Give You COMPLETE Time Freedom
The Investments That Will Give You COMPLETE Time Freedom

You want to retire early, but odds are, you think that you can’t. Whether it’s a high-stress job, a business that requires your full attention, or ju…

2 years, 9 months ago

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Finance Friday: House Hacking, Side Hustles, and the Path to FI by 45
Finance Friday: House Hacking, Side Hustles, and the Path to FI by 45

Episode 395

Want to hit FIRE? You’ll need a smart side hustle. We’re talking about income-doubling, cash-printing, serious side businesses that will allow you to…

2 years, 9 months ago

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Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor
Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor

Episode 394

Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can …

2 years, 9 months ago

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SVB's Risky Bailout and The Bank Run “Domino Effect”
SVB's Risky Bailout and The Bank Run “Domino Effect”

Episode 393

Both SVB (Silicon Valley Bank) and Signature Bank have crashed and burned dramatically over the past week. What once was a few large customers making…

2 years, 10 months ago

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