Friends of the Library, Tax Penalty Abatements, 2026 Contribution Limits
We’ve long called ChooseFI the “friends of the library” and I was reminded of this when I visited my local branch last w...
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...
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...
How To Downsize Your Home: 9 Tips for Less Space
Housing is one of the biggest expenses for most people. According to the most recent data from the Bureau of Labor Stati...
Tips from Laura, Chrome Safety and Extensions
Money Saving Tips from Laura Over the years I’ve mentioned a number of my wife’s money-saving hacks on the podcast and t...
1% Changes, Gmail Productivity Tips, Community Wins
1% Changes Make a Huge Difference One concept we’ve talked about over the last 5 years on ChooseFI has resonated above a...
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...
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
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
Where does Entrepreneurship fit on your path to FI? with Alan Donegan
Jun 4, 2021
Getting Good With Money with Tiffany Alicia
Apr 3, 2021