Up next

Why Your Budget Keeps Failing — And the Automatic System That Actually Works

Budgeting has a branding problem. For a lot of people, it feels restrictive, shame-filled, tedious, and honestly kind of like financial punishment. But what if the problem is not you? What if the problem is that what you’ve been calling budgeting is really just tracking where you ...  Show more

What Is a Roth Conversion — And How Can You Do It Wrong?

Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ...  Show more

Recommended Episodes

402: Tax Day Q&A: Live CPAs Help YOU Owe Less To the IRS
BiggerPockets Money Podcast

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-notch tax advice if you hope to reap the best tax savings when filing—legally, of course. And that’s exactly what we’ve got for you ...  Show more

Best of 2023 - 6 Taxes Mistakes That We Have Made
Friends That Invest

This week, Sim and Sonya openly share their tax mistakes and lessons learned. They discuss issues like forgetting to pay tax, not adjusting the amount for taxes, and the importance of understanding tax treaties when living in different countries. They discuss the need to start ...

  Show more

Tips to Maximize Your Tax Refund in 2021
Money Girl

Want simple tips to save money by reducing the amount of tax you owe or increasing your tax refund? Laura interviews Cece Leung, CPA, about ways to take full advantage of recent tax code changes.Read the transcript.Check out all the Quick and Dirty Tips shows.Subscribe to the new ...  Show more

Taxes for the Self-Employed: Avoid Common Tax Mistakes and Navigate Freelancer Finances
NerdWallet's Smart Money Podcast

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