Cap Gains on Your Home, Backdoor Roth IRA & More
Many of us have seen our homes increase in value significantly over the past few years, which for homeowners is obviousl...
Net Worth 2024, Fed and Cap Gains Brackets for 2025 & More
I think it’s important to track your net worth on at least a yearly basis (I track mine quarterly) and there’s no better...
Tax Gain Harvesting Case Studies, Rebalancing & More
I’ve had Cody Garrett on the podcast multiple times recently to do deep dives on some advanced FI topics and Episode 517...
August 6, 2024: Dealing with Down Market Days & More
Market drops can be unsettling, but maintaining a long-term mindset is key to weathering volatility. Discover practical...
July 16, 2024: Tax Planning 'Free Money' & More
Tax Planning 2024: "Free Money" ConceptI’m going back and listening through all 650+ episodes of ChooseFI, and...
March 5, 2024: Long Term Cap Gains 0% Tax Calc & More
0% Long Term Capital Gains ExplainedFrank wrote in:"I have a question from Episode 471 with Cody Garrett. Cody talk...
Year-End Tax Planning, Unclaimed Property, Hot Seat
Year-End Tax Planning 2023 is coming to a close and December 31st will be here before you know it. That means it’s a goo...
Gift Tax, Time Savers, Credit as Debit, Food Stamps to FI
2023 Gift Tax Exclusion The 2023 gift tax exclusion is $17,000. This means you can gift anyone $17,000 and: You pay $0 i...
Time Saving Tools, Best Uses of Capital One Miles & More
Time Saving Tools From the Community Last week I asked you to write in with time saving tips and tools and wow, did we g...
When to Sell I Bonds, Cap Gains Tax 101 & More
I Bonds: Best Time to Sell? Sean Mullaney and I discussed ‘I Bonds’ on Episode 447 and just after we published that epis...
Real Estate 'Buy Box', 0% Cap Gains Income Limits & More
Chad Carson's Real Estate 'Buy Box' Chad Carson joined us last week on Episode 446 of ChooseFI to talk about his ‘Small...
Tax Penalty Removal, 2nd Gen FI Learning to Spend & More
Tax Notices: Penalty Removal Request It’s the time of year where the IRS and state tax agencies send out tax notices for...
Podcast Episodes
Maximize Your Wealth: Understanding Capital Gains Tax Strategies
Oct 20, 2024
401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney
Nov 17, 2022
Alignment & Adjustments | Scott & Taylor Rieckens
Oct 24, 2022
Earning Power: The Best Protection Against Inflation
May 23, 2022
Natural Remedies, Startup Economics, and Financial Literacy A to Z
Apr 18, 2022
FI Number Adjustments
Mar 7, 2022
Year End Tax Planning 2021
Nov 15, 2021
How Do I Figure Out the Taxes on This?
Oct 10, 2021
Worthwhile Splurges
Sep 6, 2021
Transform Your Tax Return Into a Springboard for Financial Planning
Jul 4, 2021