Financially Boundless

In this episode of Financially Boundless, we go through the top four banks to open checking & savings accounts at.

(We won't give them away here in the description since simple Google searches will take you to their websites...you have to listen to find out what banks they are!)

In Episode nine of the Financially Boundless Podcast, I welcome my first guest star, my wonderful wife - Samantha (Sammy) Janas. Sammy is a Talent Acquistion Coordinator and wanted to be on the Podcast to talk about her job as a recruiter. We talk about how to interview like a pro, what to say to your interviewer, how to beef up your resume, and how to dress & act at an interview or career fair.

There are lots of laughs with our first guest star and Sammy brings tons of real-world experience. This one episode you don't want to miss (especially if you're in the market for a new job)!

Have a question for our guest star, Sammy? E-mail me directly at [email protected] and I'll make sure your question gets to her.

Have ideas for a Financially Boundless Podcast episode, or want to be a guest star yourself? Head over to www.boundlesstax.com/podcast. (You can also listen to all our episodes there!)

This week, we talk about how to build your credit score up to 800+ in just a few months, and how to keep your credit score soaring once you reach that level.

Links mentioned in the Podcast:

• Annualcreditreport.com to get your free, government-sanctioned credit report every year (actually every 4 months - listen to the Podcast!)
• Creditkarma.com to monitor your credit score free, especially if your bank, credit card, or credit union doesn't already offer this service as part of online banking

Schedule a chat with Dane Janas, EA personally on his Clarity page at www.clarity.fm/danejanas.

For tax, bookkeeping or payroll services, visit our partners Boundless Tax at boundlesstax.com.

In Episode 7 of the Financially Boundless Podcast, we talk about the top investing and cash back apps of 2019.

Links to apps & websites discussed:

Investing Apps

• Betterment
• M1 Finance (exclusive bonus!)
• Acorns (exclusive bonus!)
• Stash

Cash Back Apps

• eBates
• Dosh

Self-Guided Investing

• Ally Invest

(This episode was re-recorded and re-released on 9/4/2019)

In our first-ever episode of the FINANCIALLY BOUNDLESS podcast, I cover a topic near-and-dear to my heart: how to find certified financial services professionals, including tax professionals, financial planners, insurance agents, bookkeepers, accountants, and payroll professionals. Join us for a quick rundown of the how to find great, qualified professionals to help you manage your financial life.

Links mentioned in this episode:

• Tax professionals: IRS Return Preparer Directory
• Accountants: CPAVerify
• Certified Financial Planners: LetsMakeAPlan.org
• Insurance Agents: Search Google to find website for your specific state
• Bookkeepers: Quickbooks ProAdvisor Directory
• Payroll Professionals: American Payroll Association

In this episode, Financially Boundless covers the top mistakes people make when attempting to live frugally. Listen now for all the tips and tricks to live the most financially healthy life possible, while not cutting out activities you enjoy.

Links mentioned in this episode:

• Notify Price: www.notifyprice.com

Leave us a voicemail with questions or comments on the Podcast at (610) 628-9152!

Go to boundlesstax.com/podcast to suggest episode topics or to be a guest on a future Podcast episode!

Visit Dane's personal Clarity page at clarity.fm/danejanas to have a one-on-one phone conversation about frugal living or any other personal finance topics!

Our fifth episode talks about negotiating a vehicle purchase. I've even previously worked at a car dealership for many years before becoming a tax professional, so the advice is real, no B.S. here!

The steps we talk about:

• Some beginning notes
• Researching your purchase
• Financing
• Going to the dealer & what not to do
• How to negotiate effectively
• Trade-ins
• The Finance office
• Fees & the Bill of Sale
• Carvana.com

Stay tuned until the end to hear a voice message we got last week from a listener who loved last week's episode on freelancing!

Becoming a freelancer? Have a side hustle or side gig? Own your own small business? AWESOME!

If you're like many of my clients, you didn't know where to turn when you first became a freelancer or small business owner...especially when it came to taxes.

Subscribe to the Financially Boundless Podcast now for weekly tips in personal finance, tax, budgeting, and entrepreneurship!

Links to items mentioned in Video:

• Wave Accounting: www.waveapps.com
• EFTPS: www.eftps.gov
• Quickbooks Online: quickbooks.intuit.com (ask me for 50% off this subscription!)
• Boundless Tax: www.boundlesstax.com

Also just ask if you'd like a copy of a FREE Google Sheet for tracking your mileage!

Now that it's summertime, most people don't think about their taxes - they're the furthest thing from most people's minds when they're sitting on the beach drinking a beer! We have a quick podcast this week (only about 20 minutes) that discusses some of the most popular summertime tax tips to keep in mind as you're wading in the ocean. Keep cool!

In our second podcast episode, we review four of the top online personal budgeting tools that we get asked about constantly from our clients. We start with number four and work our way down to first place. Some options are free, others are paid.

Links to all tools mentioned are here:

• Personal Capital - personalcapital.com
• Mint - mint.com
• You Need a Budget (YNAB) - ynab.com
• EveryDollar - everydollar.com
• CreditKarma - creditkarma.com