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The DIY Financial Plan | EP 352

In this week’s episode, Brad and Jonathan are joined by Measure Twice Money’s founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don’t need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your …

Year End Tax Planning 2021 | EP 351

In this week’s episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021’s tax planning season. Together, they discuss managing Backdoor Roth IRAs before the 12/31 deadline, changes to the relevant tax regulations, amended returns, solo 401k’s for contractors and entrepreneurs, and so much more! Listen along to see …

How Do I Figure Out the Taxes on This? | EP 346

In this week’s episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the different factors that effect how and when you pay your taxes, compare the differences between Roth IRA’s and 401k’s, and explore potentially beneficial ways in which after-tax investments and 401k’s …

Transform Your Tax Return Into a Springboard for Financial Planning | EP 332

In this week’s episode, Brad and Jonathan are joined by none other than the “FI Tax Guy” himself, Sean Mullaney. Together, they highlight reasons why your tax return may not be such a great thing, and the different ways you can leverage your tax planning to your own advantage! Sean Mullaney Website: Fi Tax Guy …

How An HSA Fits With Your FIRE Plans

When your primary financial goal is to retire early and become financially independent, sometimes it feels like you can only do so much. If you’re already maxing out your IRA and 401(k) every year, you might assume that you are left with only taxable accounts to invest your cash in. So let’s see how an HSA fits …

The Roth 401K and Meal Planning Made Easy | EP 289

What You’ll Get Out Of Today’s Show For almost 12 months, we’ve all been trying to do the best that we can. As frequently discussed on the show, we try to do things slightly different, optimize in the ways that we can, and make the best of the situation. Jonathan’s wife Dani has been coming …

The Triple Tax Benefits Of The HSA

One central question remains in the FI community for those who seek to retire early: How will I pay for healthcare? The triple tax benefits of an HSA are your answer. The fate of the US healthcare system is always up in the air. It’s not clear what the future holds for those who retire …

5 Critical Items You Need On Your Year-End Financial Checklist

When your goal is Financial Independence, you watch your spending and saving very carefully all year. But that doesn’t diminish the need for a year-end financial checklist. On that checklist are things that you should do at the end of every single calendar year to make sure your finances are in the best shape possible …

Tax Planning 2020 | EP 274

Sean Mullaney Website: Mullaneyfinancial.com Blog: The FI Tax Guy What You’ll Get Out Of Today’s Show It’s end-of-year tax planning time. As you get further along in your financial independence journey, there are likely more end-of-year tax planning items you’ll need to be aware of. Having a checklist to review annually is useful. It’s been an unusual …

Help Fix My 403(b) | Ep 220

Nancy Bachety Website:  Fix My 403B Nancy joins the show to share what she has learned about the confusing world of 403(b)s. Based on her personal experience and hours of research, she shares how to avoid making some of the most common 403(b) mistakes. 403(b)s are often sold as an equivalent product as a 401(k) …

How to save thousands in Taxes using Geo-arbitrage | Ep 217

Download your Geo-Arbitrage Tax Guide here David Mckeegan Website:  Greenback Expat Tax Services What You’ll Get Out Of Today’s Show The difference between foreign earned income exclusion and foreign tax credit and how to qualify for each, and how US citizens and tax residents can use them to save thousands of dollars every year. How …

Tax Loss Harvesting and Other Money Moves to Make During a Financial Crisis | Ep 205

In Today’s Episode Sean Mullaney joins the show to discuss the money moves you should make during a financial crisis and how to take advantage of tax-loss harvesting. Tax Loss Harvesting With Sean Mullaney Website: The FI Tax Guy What You’ll Get Out Of Today’s Show The 5 money moves to make during a financial …