351 | Year-End Tax Planning Strategies
Congress is about to eliminate the backdoor Roth IRA — and you have until December 31st to act. Sean Mullaney returns to help you squeeze every last tax benefit out of 2021 before year-end deadlines slam shut. This year's tax landscape looks different: backdoor Roth conversions face a new deadline,…
332 | How to Use Your Tax Return as a Financial Planning Tool
Most people treat their tax refund like hitting the lottery—exciting, but they never stop to question why the government had their money in the first place. Sean Mullaney walks Jonathan Mendonsa and Brad Barrett through what your tax return actually reveals about your finances and where you might b…
274 | Year-End Tax Planning Strategies with Sean Mullaney
2020 brought lower incomes for millions — but that also created a rare window for tax-savvy Roth conversions at historically low rates. Brad and Jonathan team up with tax expert Sean Mulaney to break down the year-end tax strategies that can save you thousands, from Roth conversions and tax-loss ha…
273 | Using Emergency Funds and Roth IRAs for Financial Emergencies
Most people think a Roth IRA is just for retirement—but what if you could access the money right now, tax-free? Brad and Jonathan team up with tax expert Sean Malaney to explore how the Roth IRA functions as both a retirement vehicle and a flexible emergency fund. Contributions can be withdrawn any…
Year End Tax Planning With Sean Mullaney
Most of your holiday debt happens when retailers convince you waiting in line at 4 AM for a 10% discount is a sound financial decision. Brad and Jonathan unpack the Black Friday madness, then shift gears into listener questions spanning everything from escaping financial abuse to last-minute tax mo…
136 | How to Fund Your Child's Roth IRA and Other Tax Strategies
Tax laws don't exist in a vacuum — they shape every dollar you earn, save, donate, and invest. When Sean Mullaney, an accountant who speaks the language of financial independence, deep-dives the intersection of tax strategy and FI, he reveals moves most people miss: employing your kids to fund thei…
Tax-Smart Retirement Planning and the Long-Term Return of Gold
Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp discusses how to choose the right account with financial planner and CPA Sean Mullaney, who writes the…
Q&A: Would You Spend $60,000 on a Wedding Knowing It Could Be $800,000 Someday?
#736: A bride wants to spend $60,000 on her wedding — money that could grow to $800,000 in 40 years if she invested it instead. This week, three very different listener questions all boil down to the same fight: what the math says versus what actually makes you happy. 👉 Figure out your own money m…
Q&A: Would You Spend $60,000 on a Wedding Knowing It Could Be $800,000 Someday?
#736: A bride wants to spend $60,000 on her wedding — money that could grow to $800,000 in 40 years if she invested it instead. This week, three very different listener questions all boil down to the same fight: what the math says versus what actually makes you happy.
👉 Figure out your own money m…
Roth Conversions in Early Retirement: Tax Hack or Retirement Risk? | E208 Sean Mullaney
I love the little hacks for saving money on groceries, airfare, and transportation. But there’s a quieter expense that can be a real needle-mover when we focus on it: taxes.
For early retirees, Roth conversions can create an unusually attractive tax-planning opportunity. With little or no earned in…
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