Brokerage vs. retirement account–which one sh...

1060. Dreaming of retiring early or taking an extended career break, but worried your money is locked away until age 59.5? Host Laura Adams explains a powerful strategy to retire early and avoid expensive penalties.Key TakeawaysA Roth conversion ladder allows early retirees to mo ...  Show more

1059. Host Laura Adams sits down with Courtney Alev, Consumer Financial Advocate for Intuit Credit Karma. They discuss real listener questions about budgeting, tax refund strategies, and paying down debt. You’ll learn strategies and tips for saving more, managing debt wisely, adj ...  Show more

Understanding how your taxes work can help you get a bigger return, and, in the long run, it can help you build wealth! This week, Delyanne covers everything from tax brackets to tax breaks with Duke Alexander Moore, better known as Duke Loves Taxes. Plus, professor of tax law Do ...  Show more

Learn about self-employment taxes and avoid common tax mistakes with expert strategies for managing your finances year-round. How do self-employed taxes work?  What are some common tax mistakes self-employed people make?  And can you really write off payments on a luxury vehicle ...  Show more

In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Grant Dougherty, a Houston-based tax professional who specializes in real estate and small business tax strategies. You’ll hear about the lessons Grant learned playing college baseball, how he got his accoun ...  Show more