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Tax and Money Education for Creative People, Freelancers and Solopreneurs

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Save Money at Year-End: Healthcare

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Today, I’m chatting about healthcare related year-end tax planning strategies that you can use to save money if you are self-employed. I’m diving into the differences between Flexible Spending Accounts and Health Savings Accounts including the benefits and how you can maximize your contributions.

Join me in this episode to learn how you can make sure you’re making the most of your healthcare savings as the end of the year approaches.  

Listen and Subscribe Here

Today, I’m chatting about healthcare related year-end tax planning strategies that you can use to save money if you are self-employed. I’m diving into the differences between Flexible Spending Accounts and Health Savings Accounts including the benefits and how you can maximize your contributions.

 

Join me in this episode to learn how you can make sure you’re making the most of your healthcare savings as the end of the year approaches.  

 

Also mentioned in today’s episode: 

  • Flexible Spending Accounts 5:50

  • Health Savings Accounts 9:10 

  • Maximizing your HSA benefits 16:05

 

If you enjoyed this episode, please rate, review and share it! 

Links:

Join my Program: https://www.sunlighttax.com/moneybootcampimpact

Watch YouTube video version

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How Taxes Can Unlock Your Financial Health

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How Taxes Can Unlock Your Financial Health

Today, I’m giving some guidance on how you can use tax time as an opportunity to improve your finances and set yourself up for retirement. I’m diving into the importance of getting organized with systems to track tax documents, receipts, and bookkeeping so you can prevent stress and surprises during tax season. 

Join me in this episode as I outline the steps you need to take to improve your financial security as a creative entrepreneur.

LISTEN AND SUBSCRIBE HERE

Today, I’m giving some guidance on how you can use tax time as an opportunity to improve your finances and set yourself up for retirement. I’m diving into the importance of getting organized with systems to track tax documents, receipts, and bookkeeping so you can prevent stress and surprises during tax season. 

 

Join me in this episode as I outline the steps you need to take to improve your financial security as a creative entrepreneur.

 

Also mentioned in today’s episode:  

  • Why tax time is a key time to assess your financial situation 2:42

  • Why being organized with your finances is so important 7:24

  • High-level steps you can take to prevent stress and surprises at tax time 12:35

  • How you can easily calculate profit as a self-employed person 14:40


If you enjoyed this episode, please rate, review and share it! 

Links:

The De-Stress Your Taxes Checklist Episode 

Sign up for the free class: Make Taxes Easier and Stash an Extra $130k in your Savings.

Watch Youtube video version

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FU Money for the People

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FU Money for the People

On today’s episode, I’m talking about an important topic that I’m very passionate about: saving for retirement. I’m sharing why it’s so important to make sure you contribute to your retirement, how it can help you become a millionaire and some important facts you should know. 

Join me to learn about saving for your retirement and some of the benefits you can get by starting today. 

LISTEN AND SUBSCRIBE HERE

On today’s episode, I’m talking about an important topic that I’m very passionate about: saving for retirement. I’m sharing why it’s so important to make sure you contribute to your retirement, how it can help you become a millionaire and some important facts you should know. 

 

Join me to learn about saving for your retirement and some of the benefits you can get by starting today. 

 

Also mentioned in today’s episode: 

 

  • Why it’s so important to save for retirement 5:09

  • Updated contribution thresholds 7:00

  • Some of the benefits of tax advantaged retirement accounts 7:30

  • Why credits are so much more powerful than deductions 15:00

If you enjoyed this episode, please rate, review and share it! 

 

Links: 

My Gusto affiliate link for $100 off my favorite payroll software

Free class to see the tax-shelter math

Watch Youtube video version

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Tips to Ensure You Pay Yourself

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In this week’s episode, I’m sharing some of my biggest tips to make sure you prioritize paying yourself first and funding your IRA as an entrepreneur.  

Join me as I go over some of what you can do to get the most out of your money every year and how you can make sure you’re prioritizing your IRA so you can get that FU money and grow your wealth. 

LISTEN & SUBSCRIBE HERE

In this week’s episode, I’m sharing some of my biggest tips to make sure you prioritize paying yourself first and funding your IRA as an entrepreneur.

 

Join me as I go over some of what you can do to get the most out of your money every year and how you can make sure you’re prioritizing your IRA so you can get that FU money and grow your wealth. 

 

Also mentioned in today’s episode: 

  • What is the triple deadline? 2:05

  • How you can make sure you pay yourself first 6:59

  • How you can make your tax season easier 9:01

  • How to tune up your IRA 16:16

If you enjoyed this episode, please rate, review and share it! 

 

Links:

Register for the FREE Live Class on May 18th at 12PM EST: How to Thrive in a Recession (When You're Self-Employed)

Sign up for Money Bootcamp:

https://www.sunlighttax.com/moneybootcamp2023

Watch Youtube Episode

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How to Stash More FU Money: The SECURE 2.0 Act Expands Your Retirement-Funding Options

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How to Stash More FU Money: The SECURE 2.0 Act Expands Your Retirement-Funding Options

Today, I’m sharing with you some information about the recently passed Secure 2.0 Act and how it can help you stash more FU money and expand your retirement funding. 

Listen to this episode to hear all of the details about the Secure 2.0 Act, how you can take advantage of it with your retirement plan and why it’s so helpful for every tax payer. 

LISTEN & SUBSCRIBE HERE

Today, I’m sharing with you some information about the recently passed Secure 2.0 Act and how it can help you stash more FU money and expand your retirement funding. 

Listen to this episode to hear all of the details about the Secure 2.0 Act, how you can take advantage of it with your retirement plan and why it’s so helpful for every tax payer. 

Also mentioned in today’s episode: 

  • What is the Secure 2.0 Act? 8:28

  • How the Secure 2.0 Act helps with retirement funding 12:15

  • How you can take advantage of this act with your retirement 18:45

 

If you enjoyed this episode, please rate, review and share it! 

Links:


https://www.sunlighttax.com/moneybootcamp2023

Watch Youtube version

I use a service (Guideline) that plugs into my payroll software (Gusto - this is my referral link, and it will save you $100. I *highly* recommend Gusto for running payroll and paying contractors/complying with 1099s/W2s). Guideline is so affordable and streamlined that even as a small employer, I have no trouble maintaining my 401k.  

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