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...
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...
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...
Inexpensive College Credits & More
Inexpensive College Credit Options My older daughter is in high school and we recently met with her counselor to discuss...
Skill of Spending, Tax Brackets, The Real Flex
The Skill of Spending Mr. Money Mustache was recently on Episode 377 of the BiggerPockets Money podcast, and he eloquent...
Year-End Tax Planning, 2022 FI Wins, Updates and Corrections
Year-End Tax Planning I’m publishing a podcast episode this Friday with Sean Mullaney, the FI Tax Guy, about 401(k)s, th...
Tax Gain Harvesting, Higher Interest Rates for Savers & More
Tax Gain Harvesting Ava wrote in:"I feel like a lot of your guests talk about tax gain harvesting as something to do onl...
Simple Path to Wealth, Pre-Tax Investing, Kid Entrepreneurs
The Simple Path to Wealth JL Collins is our most downloaded podcast guest of all-time, and his book The Simple Path...
Tax Loss Harvesting, Simple StartUp, How to Learn a Language
Tax Loss Harvesting Andrew wrote in, "Hey Brad - I love the newsletter! My 1% this week was doing some tax-loss harvesti...
Cap Gains Tax on Homes & More
Capital Gains Tax on Primary Residence Many of us have seen our homes increase in value significantly over the past few...
Year-End Tax Planning
Year-End Tax Planning It’s hard to believe how quickly 2021 is coming to a close – December 31st will be here before you...
Podcast Episodes
This Year Everything Changes
Jan 4, 2026
Essential Withdrawals: Tax Efficient Strategies for Early Retirement | Mailbag
May 4, 2025
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
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
Where does Entrepreneurship fit on your path to FI? with Alan Donegan
Jun 4, 2021