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 Trad…

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. This video walks you through how to properly start your finances for freelancing, and what the ta…

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 …

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 pro…