Don't just punch that W2 information into TurboTax. Tune in for ways to truly optimize this year's tax return.

EPISODE RESOURCES

2024 Tax Information

Best Small Business Accounting Software

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

Some of our favorite moments with our favorite people in 2024

EPISODE RESOURCES

Juice and Toya

DJ Olojo

Garrison Hayes

Danny Andrews

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

A snippet from The State of Student Loans webinar

Access The Replay!

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

Join me and my friend/fellow advisor, Erik Garcia,CFP®, as we talk about the top mistakes we see clients make when it comes to their money!

EPISODE RESOURCES

Check out Erik's podcast!

Stuff About Money They Didn't Teach You In School

My 5 Biggest Money Mistakes

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

A few money moves it may be worth making!

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EPISODE RESOURCES

FSA-Eligible Uses

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

Brenton shares why he's changed his mind about talking money with family during the holidays, and a better strategy to try instead.

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

A possible preview of what's to come

EPISODE RESOURCES 

Different forms of property ownership

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

For a very brief period, the PAYE Plan is back. And for certain borrowers, it may be CRUCIAL that you sign up before it's dead again. 

Tune in to find out why.

EPISODE RESOURCES

PAYE Interim Ruling

Download the Guide To IDR Plans

The Election and Your Student Loans

And if you haven't already, join the email list at newmoneynewproblems.com/subscribe!

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

A primer on The Corporate Transparency Act

EPISODE RESOURCES

Beneficiary Owner FAQs

And for details on meeting with last week's guest, Danny Andrews, join our email list at newmoneynewproblems.com/subscribe!

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar

Take a break from it y'all. Tune in for some tips from our friend Danny Andrews.

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Home-buying Webinar for High Income Earners

State of Student Loans Webinar