Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Year End Tax Planning | Sean Mullaney | 045
Manage episode 382221115 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back in Episode 013 to discuss the basics of retirement accounts and the tax aspects of those accounts in the accumulation and drawdown years. Sean sits down with Bill and Becky for a second time today to discuss important year-end tax planning, a very timely and important topic. Sean will give us a taste for what we should be thinking about for 2023 and planning for 2024.
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
Resources mentioned on the show:
Solo 401(k): The Solopreneur's Retirement Account by Sean Mullaney
Backdoor Roth IRA for Beginners
Roth Conversions Before It's Too Late?
Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Becky, Bill, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.
84 episodes
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Manage episode 382221115 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back in Episode 013 to discuss the basics of retirement accounts and the tax aspects of those accounts in the accumulation and drawdown years. Sean sits down with Bill and Becky for a second time today to discuss important year-end tax planning, a very timely and important topic. Sean will give us a taste for what we should be thinking about for 2023 and planning for 2024.
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
Resources mentioned on the show:
Solo 401(k): The Solopreneur's Retirement Account by Sean Mullaney
Backdoor Roth IRA for Beginners
Roth Conversions Before It's Too Late?
Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Becky, Bill, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.
84 episodes
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Similar to Catching Up to FI
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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