Taxes

#23 – Reserves, Reserves, Reserves!

#23 – Reserves, Reserves, Reserves!

Today’s topic is Reserves, Reserves, Reserves.  Before I get started, I hope everyone is safe and making the best of this COVID-19 Pandemic.  I’m here in Washington State staying pretty close to home and keeping up on the latest science on the virus and its...
#20 – As A W-2 Employee, You Pay The Highest Taxes!

#20 – As A W-2 Employee, You Pay The Highest Taxes!

Did you know that as a W-2 employee, you pay the highest taxes?  Higher than businesses and investors?  The reasons for this and the overall misunderstanding of the tax system played out in a recent Facebook discussion.  Unbeknownst to me, a discussion was taking...
#19 – Reduce Your Household Budget By 34.5% With The Family Bank!

#19 – Reduce Your Household Budget By 34.5% With The Family Bank!

What if I could show you an easy way to start chipping away at one of your biggest household expenses?  Would you be interested?  According to George Antone’s book, The Banker’s Code, interest comes in near the top of the list at 34.5% of the average...
#16 – WHY YOU CAN’T BECOME RICH WITHOUT DEBT!

#16 – WHY YOU CAN’T BECOME RICH WITHOUT DEBT!

Today’s topic is Why You Can’t Become Rich Without Debt.  But first, why do we invest?  We invest so that someday, work is a choice instead of a necessity.  And when we reach that point, whatever we choose to do revolves around what fulfills us and makes us happy...
#11.1 – IPO Webinar Recording

#11.1 – IPO Webinar Recording

This is a recording of the webinar held on April 29, 2019, a conversation with Brendon Lundberg, CEO of Radiant Health Management Corporation.  It is related to Blog #11 – An IPO Opportunity for You...
#6 – My Favorite Tax-Savings Story

#6 – My Favorite Tax-Savings Story

In 2017, I sold two rental properties in Washington State. They both had positive cash flow, but I felt I could do better by redeploying the equity in those properties elsewhere. The problem with selling investment real estate is you get hit with capital gains taxes....

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