Episodios

  • E260: What Is an S-Corp and How Do You Set One Up?

    E260: What Is an S-Corp and How Do You Set One Up?
    Jun 4 2025
    S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.
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    10 m
  • E259: Should I Buy a Duplex?

    E259: Should I Buy a Duplex?
    May 14 2025
    Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
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    9 m
  • E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare

    E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare
    May 7 2025
    We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
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    11 m
  • E257: What is a Buffered ETF and How Does It Work?

    E257: What is a Buffered ETF and How Does It Work?
    Apr 30 2025
    Buffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.
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    10 m
  • E256: So You Started a Business – Now What?

    E256: So You Started a Business – Now What?
    Apr 23 2025
    You’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?
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    11 m
  • E255: 3 Ways to Improve Your Tax Filing Process Next Year

    E255: 3 Ways to Improve Your Tax Filing Process Next Year
    Apr 16 2025
    Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.
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    5 m
  • E254: 10 Budgeting Myths That Keep People from Using a Budget

    E254: 10 Budgeting Myths That Keep People from Using a Budget
    Apr 2 2025
    Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?
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    9 m
  • E253: How to Claim Your Tax Credits for Adoption Expenses

    E253: How to Claim Your Tax Credits for Adoption Expenses
    Mar 26 2025
    Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits.
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    13 m
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