エピソード

  • Why You Get Stuck in a Tax Pain Cycle
    2024/09/17

    In today’s episode, I’m chatting about the common cycle of pain self-employed individuals face during tax season and how tax preparation services often lack the education necessary to break this cycle.

    Join me today to learn how you can implement systems that can help you avoid large, unexpected tax bills and penalties going forward.

    Also mentioned in today’s episode:

    • The cycle of pain: the initial challenges 4:12

    • Surprise tax bill and its consequences 4:50

    • Breaking the cycle of pain with simple systems 10:25

    If you enjoyed this episode, please rate, review and share it!



    Links:

    Register for the free class, Make Taxes Simple and Stash an Extra $130k in Your Savings.

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    14 分
  • Corporations: Why You're Feeling so Confused
    2024/09/10

    Today, I’m giving you a short and sweet episode where I discuss the confusion surrounding the term "corporation" in tax and business contexts and explain how the word can be used differently depending on who is using it.

    Join me in this episode to get some clarification on the term “corporation” and how it relates to you as a business owner.

    Also mentioned in today’s episode:

    • Understanding the confusion around the word “corporation” 1:10

    • Clarifying the tax structures of small businesses 3:11

    • The role of LLC’s 6:36

    If you enjoyed this episode, please rate, review and share it!



    Links:

    Register for the free class, Make Taxes Simple and Stash an Extra $130k in Your Savings.

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    13 分
  • The Free Tools on Investor.gov: Test Your Investing IQ
    2024/09/03

    In today’s episode, I’m talking about the importance of understanding investing fees and sharing some of the free resources and tools available that you can use to learn about investing principles and spot potential scams.

    Join me to learn more about investing and the long-term impact that fees can have on your investment return.

    Also mentioned in today’s episode:

    • The importance of diversification 5:20

    • My personal investment strategy 5:50

    • The impact of investment fees 12:26

    • Investor.gov and free resources available 19:00



    If you enjoyed this episode, please rate, review and share it!



    Links:

    Take the investing quiz

    Use the compound interest calculator

    John Bogle (inventor of index funds) on fees

    Come to the Money Bootcamp Open House







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    27 分
  • Owning vs. Earning: Why You Should Invest
    2024/08/27

    Today, I’m discussing the benefits of investing for small business owners and historically marginalized groups, highlighting lower tax rates and talking about why it’s so important to invest for personal financial growth.

    Listen to this value-packed episode to learn the best ways you can start investing today.

    Also mentioned in today’s episode:

    • Why investing is advantageous due to tax rates 13:23

    • Ethical investing 15:26

    • Tax advantages of investing 17:28



    If you enjoyed this episode, please rate, review and share it!

    Links:

    Register to vote or check your registration status

    Free class where I teach about compound interest

    Money Bootcamp Open House

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    25 分
  • Real Talk: My Experience Using TaxSlayer
    2024/08/20

    Today, I’m sharing my personal experience using a commercial tax software, TaxSlayer, and highlighting some of the limitations and lack of transparency I observed. I’m also chatting about some of my frustrations and the unethical practices I saw while using the program.

    Join me in this episode, to hear my tax filing experience and why I think it’s so important to have a tax education.

    Also mentioned in today’s episode:

    • Some of the mistakes I encountered with TaxSlayer 5:06

    • Unexpected fees and unethical practices 9:49

    • Why tax education is so important to reduce confusion 15:44



    If you enjoyed this episode, please rate, review and share it!



    Links:

    IRS Direct File Program

    Register for my Money Bootcamp Open House

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    24 分
  • Mindset for Personal Finance
    2024/08/13

    Today, I’m talking about the importance of a positive mindset and budgeting for financial well-being, including why you should prioritize having a personal finance education.

    Join me in this episode to hear more about how you can prepare your finances by cutting your non-essential spending and making your savings a top priority.

    Also mentioned in today’s episode:

    • Keeping track of what you spend 5:27

    • Prioritizing your financial savings first 7:40

    • When you should cut your spending 8:23



    If you enjoyed this episode, please rate, review and share it!



    Links:

    Money Bootcamp link

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings

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    13 分
  • Where to Put your Money: First, Next and Last
    2024/08/06

    In today’s episode I’m sharing some insights on managing your finances as a creative entrepreneur, and emphasizing the importance of an emergency fund, financial knowledge, and how you can avoid financial disaster.

    Join me today to hear some basic steps to control your finances and how you can start investing today.

    Also mentioned in today’s episode:

    • Why you need an emergency fund 4:30

    • How health insurance and life insurance can help avoid financial disaster 5:50

    • Considering risk tolerance and timeline when investing 10:28



    If you enjoyed this episode, please rate, review and share it!



    Links:

    Check out my program, Money Bootcamp.

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings
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    18 分
  • Why You Need a Safety Cushion
    2024/07/30

    Today, I’m diving into emergency funds and sharing why it’s so important to have an emergency fund as a freelancer or a creative. I’m also giving you some quick tips on how you can prioritize your personal finance so you can start saving money for any unexpected emergencies today.

    Join me in this info packed episode to learn how much money you should have saved and the best way to save it.

    Also mentioned in today’s episode:

    • Why the money should be accessible and liquid 8:30

    • How much money you should have saved for emergencies 10:10



    If you enjoyed this episode, please rate, review and share it!



    Links:

    Download this free visual guide to your tax deductions

    Need the deeper work right now? Check out my program, Money Bootcamp.

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings







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    12 分