All Episodes
The Retirement Tax Podcast — 79 episodes
Encore episode: Understanding Your Tax Return: Part 1
Throwback: The worst two words when planning for the future Ep.78
I got audited! (sort of) EP.77
Look out! Here comes the election Ep.76
The One Episode On Politics (Sort of) Ep.75
91 days left of 2024; what's on your tax to-do list? Ep.74
Inherited IRAs - what you need to know Ep.73
The real math on owning real estate Ep.72
My CPA has no idea...what do I do next? Ep. 71
Whatcha gonna do when they come for you? Ep.70
Triple Tax Advantage Ep.69
IRS Dirty Dozen Ep.68
Your questions answered Ep.67
It's on my return, but what does it mean? Ep.66
I haven't filed my taxes...now what? Ep.65
What the heck is "tax resolution"? with Kristine Stevenson Ep. 64
Psychology and Taxes with Ashley Quamme Ep.63
It's April! What should I be doing about taxes? Ep.62
Understanding Your Tax Return: Part 3 Ep.61
Understanding your tax return: Part 2 Ep.60
Understanding your tax return: Part 1 Ep.59
The internet wouldn't lie to you, would it? Ep.58
Tax Potpourri Ep.57
Happy New (Tax) Year! Ep.56
Throwback: "Getting Real about Aunt IRMAA" Ep.55
The worst two words when planning for the future Ep.54
Taxes in the real world, Ep.53
Back to the basics on Roth, Ep.52
One of you is going to die first, Ep.51
How to "guarantee" an IRS audit, ep. 50
The IRS's dirty dozen - 2023 edition, ep.49
Health Savings Accounts (HSAs) - what you need to know, ep.48
Don't Trust the internet, ep.46
Getting Real about Aunt IRMAA, ep.45
What to do when something goes wrong on taxes, ep.44
Tools of the Trade with special guest Jason Parker, ep. 43
"Will the IRS find out" is the wrong question. ep. 42
Special Invitation!
To DIY or not to DIY your taxes, ep. 41
The Tax Return Treasure Hunt, ep. 40
Tax Planning vs. Tax Preparation, ep.39
Your taxes are filed (hopefully), now what? ep.38
The building blocks of taxes, ep.37
It's March 1st, do you know where your tax return is? Ep. 36
Writing the book on taxes, literally, ep.35
Watch Out, Here They Come - Time to Get Ready for Your Tax Filing, Ep. 34
Again!?- What You Need To Know About The Newest Round Of Tax Law Changes, Ep. 33
Big Plans for 2023, Ep. 32
What's That Tax Rate?, Ep. 31
Year End Planning, Ep. 30
Converting My ENTIRE IRA to Roth the Same Year?!?!, Ep. 29
Do I Really Have to Think About Taxes Before April?, Ep. 28
What's the 'Mega' in Mega Backdoor?, Ep. 27
Gifting to Family and the Taxes that Come With It, Ep. 26
Tax Law Changes?, Ep. 25
How Long Can the IRS Ask Me for That?, Ep. 24
The HSA Tax Trifecta, Ep. 23
What Happens When The IRS Calls Me?, Ep. 22
Why Is The Answer Always: 'It Depends'?, Ep. 21
Market Downturns & Tax Silver Linings, Ep. 20
Does Anyone Understand What's On a Tax Return?, Ep. 19
But How Do My Taxes Get Paid in Retirement?, Ep. 18
What You Need To Know About RMDs, Ep. 17
Do You Actually Have an Inherited IRA?, Ep. 16
Tales from Tax Season, Ep. 15
You Filed Your Tax Return, Now What?, Ep. 14
What's That Tax Rate?, Ep. 13
Taxes and Social Security, Ep. 12
Episode 11: Retirement Tax Brackets
Episode 10: IRS's Dirty Dozen
Episode 9: Getting Ready For Tax Time
Episode 8: 2021 Is Over, But 2021 Tax Planning Isn't
Episode 7: Tax Qualified Accounts - Let's Talk Acronyms
Episode 6: Tax Efficient Ways to Support Your Favorite Charities
Episode 5: What Are Tax Deductions Really Worth?
Episode 4: Year End Planning
Episode 3: Getting a Refund Does Not Mean You've Won
Episode 2: All Things Roth
Episode 1: Tax-Free Income from Your House