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In today's episode, Marc brings on Ryan Bakke, a CPA, to discuss how W2 employees can prepare for tax season.

Ryan recommends using software to self-prepare basic tax returns and suggests seeking the help of trained professionals at places like H&R Block if you don't feel confident doing it yourself. Ryan also emphasizes the importance of being aware of credits and deductions that may be available, such as the child tax credit, education credit, 401K deductions, and HSA deductions. Ryan also suggests that listeners review these potential credits and deductions when preparing their tax returns to avoid missing out on potential savings.

[03:24] Software to help with taxes
[05:25] Potential tax credits
[13:00] Tax mistakes entrepreneurs make
[16:00] S Corp or LLC?
[19:26] Creating different investment accounts
[21:34] Keeping track of all your expenses
[24:09] Shifting to a lower tax bracket legally

More from Ryan
Learn like a CPA Show

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5 helpful tools for real estate investors

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The BetterWallet podcast is all about demystifying the topic of money and sharing powerful money stories from people that truly beat the odds and found financial success.

In this episode, Jacent Wamala discusses the importance of calculating and understanding one's financial situation, particularly their net worth. She mentions that some people may try to avoid looking at their numbers, but it is necessary to make changes and improve one's financial situation. Jacent personally wanted to achieve financial freedom and the ability to travel as she pleased, and saw calculating her net worth as a necessary first step towards this goal. She encourages others to consider their financial goals and ask themselves, what if they could achieve them?

[2:24] Jacent's life guarantee choice
[4:07] Money memories growing up
[7:01] Moving to Las Vegas
[8:53] Debt-free journey
[13:44] DART goals
[16:40] Financial Freedom Formula
[20:06] Roadblocks to financial freedom
[28:47] Success is an uncomfortable journey
[37:04] Estate planning
[38:46] Seeking mentors

More from Jacent
Instagram
Website

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The BetterWallet podcast is all about demystifying the topic of money and sharing powerful money stories from people that truly beat the odds and found financial success.

In this episode, Marc talks with Hassan Thomas, the founder and owner of FYI FLI, a company that helps professionals become financially literate. Hassan is also a certified personal finance educator and the host of his own podcast with the same name.

Marc and Hassan discuss financial coaching, Hassan's upcoming book, and their personal experiences with money. Hassan shares a story about his business-oriented approach to money management, even at a young age, and how he has seen the importance of financial literacy among his peers. The episode ends with a discussion about the importance of budgeting and the role it plays in financial success.

[1:15] Hassan's Karaoke Choice
[2:04] Money memories growing up
[3:20] How a football injury led to his financial career
[5:35] Learning from his father
[9:31] ETFs & REITs
[15:53] College to COVID
[17:11] Mindset is a huge factor
[21:04] Recession journeys

More from Hassan
Social Media
Website

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In this episode of the Better Wallet podcast, host Marc Russell interviews nine-to-five negotiation expert Mandi Woodruff. Mandi shares her expertise in negotiating for a higher salary, better job opportunities, and tips for achieving financial success. Tune in to learn how to take control of your career and make more money!

[2:40] Mandi's most embarrassing fashion trend
[6:08] Money memories growing up
[7:41] Learning negotiation
[11:11] How to get a promotion
[14:49] How to negotiate salary
[19:46] Increasing benefit packages
[23:50] Navigating the new job hiring landscape

More from Mandi
MandiMoney.com
Brown Ambition Podcast

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Welcome everyone to the next episode of the BetterWallet podcast. As you guys know, the BetterWallet podcast is all about demystifying the topic of money and sharing powerful money stories from people who truly beat the odds and found financial success.

Today, we have Tess on the line.  She's a financial coach who helps professionals build wealth through their 401ks and beyond and also is the founder of Wealth with Tess online.

[2:02] Who would play you in a movie?
[3:47] Learning money from divorced parents
[6:57] Tess's path to Wealth with Tess
[11:28] Investing tax advantages
[22:28] Start investing in 401k
[24:18] Disagreeing with Dave Ramsey

More from Tess
Wealth with Tess
Money Confidence
Tess on Instagram

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Welcome everyone to the next episode of the BetterWallet podcast. As you guys know, the BetterWallet podcast is all about demystifying the topic of money and sharing powerful money stories from people who truly beat the odds and found financial success.

Today we have my guy on the line, Chris Corinthian. And he is one of the coolest guys I've ever met in Atlanta and my entire life. Chris is a speaker and a financial coach. He's the owner of the Fin Lit Guy online, where he helps students graduate debt-free with money in the bank, right?

Because a lot of people graduate with debt. Some people graduate debt free, which is the goal. And then he's taken another level beyond that where he wants to help people graduate debt-free with bread in the bank. Chris is also the author of the book everyone has been talking about, The Financial Literacy 101 for College Students, where he helps people find money, helps people budget money, and grows their money.

[03:50] What song would you choose for karaoke?
[04:25] How Chris paid for school
[12:28] Helping others navigate college finances
[15:49] Paradigm shift when it comes to scholarship searching
[19:56] Building different income streams
[37:28] Automated vs. Passive income streams

More from Chris
Fin Lit Book
@thefinlitguy on Instagram

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Welcome everyone to the BetterWallet podcast. As you guys know, the BetterWallet podcast is all about the mystifying topic of money and sharing powerful money stories from people who truly beat the odds and found financial success.

Today we have Tashieka Ma'at from Jam Wealth. Tashieka is a money management coach, certified financial educator, and a PMP project management professional. She's also a mother of four and a first-generation Jamaican American.

[01:42] If you could only have 3 apps, what would they be?
[07:02] Tashieka's college experience; the first in her family to go
[11:33] What are variable expenses within a budget?
[15:01] More money isn't the answer
[19:03] Tashieka's wealth journey
[26:20] Tools to help you manage finances

More from Tashieka
Instagram
Spending Plan & Networth Tracker

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Welcome everyone to the next episode of the BetterWallet podcast. As you guys know that the BetterWallet podcast is all about demystifying the topic of money and sharing powerful money stories from people who truly beat the odds and found financial success.

Today, we have Sonia Castelan on the podcast. And we are excited to have her here to talk a little bit more about tax management, specifically for people who have businesses that don't have record-keeping or that have bookkeeping but don't know what they need to do to avoid Uncle Sam legally.

This is the person you need to be talking to, and if you don't know who she is, she is a first-generation Latinax Tax professional, and she is helping people of color. In short, she's a fantastic tax professional.

(2:14) Would you rather lose your money or pictures?
(5:05) Components of proper bookkeeping
(8:59) Getting into the world of taxes
(14:14) Managing taxes advice
(18:10) Limit your tax payments

 More from Sonia:

Instagram - https://www.instagram.com/castelantaxservices/
Free Consultation

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Welcome everyone to the next episode of the BetterWallet podcast. As you guys know, the BetterWallet podcast is all about demystifying the topic of money; sharing powerful money stories from people who truly beat the odds and found financial success. 

Today on the line we have Rahkim Sabree and he is everything that you could imagine a financial coach should be. He is a author and a speaker as well as. I listened to him speak at FinCon and he completely blew me away. I had so many notes that took down from him and all the other speakers. He is a financial coach. And he's been featured in endless amount of publications. 

Rahkim really opened up my eyes to a topic that we don't talk enough about. And that's financial trauma. We'll get into that today. We'll talk about what that means and how you can kind of navigate that if you're kind of going through the same thing. 

• If you could bring back one fashion trend what would it be? (00:01:35)
• Rahkim's childhood growing up (00:04:27)
• Figuring out personal finances (00:10:07)
• Experiencing financial trauma (00:15:26)
• What is financial trauma? (00:22:27)

More from Rahkim:

Linktree - https://linktr.ee/RahkimSabree
Instagram - https://www.instagram.com/rahkimsabree/

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Welcome, everyone, to the next episode of the BetterWallet podcast. The BetterWallet podcast is all about demystifying the topic of money and sharing powerful money stories from people that truly beat the odds and found financial success. Today, we have the one and only Chris Browning on the line.

And if you don't know who Chris is, he's an amazing person inside and out. He is the host of the famous, in my opinion, popcorn finance. He is a business owner, and he used to work a day job as a financial analyst. And I just found out a few months ago he quit his job, though kudos to you

Find Chris on social @popcornfinancepodcast

Or check out his website!

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Connect with Me! 

Instagram: @BetterWallet

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Twitter: @TheBetterWallet 

YouTube: @BetterWallet