3 TikTok Tax Tips to Avoid
Money & Stuff17 Des 2024

3 TikTok Tax Tips to Avoid

Sam Rodriguez CFP® & Conor Shepard are wrapping up 2024 by talking about some popular "tax strategies" circulating TikTok and why they may be more risky than beneficial depending on your situation. In this episode, they discuss: The 6000 pound vehicle deduction and why it could cost more overall than what you end up saving in taxesUsing an LLC to write off anything under the sun and how this can end up coming back to bite you down the roadHow charitable donations relate to your tax ...

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Episoder(69)

If Inflation is Down, Why Are Prices Still High?

If Inflation is Down, Why Are Prices Still High?

A fast food combo crossing $10 might seem small, but it says a lot about today’s economy. In this episode, Sam Rodriguez and Conor Shepard break down why things still feel expensive even as inflation...

18 Mar 37min

The Hidden Job Crisis:  Unemployment, AI, and the Next Generation

The Hidden Job Crisis: Unemployment, AI, and the Next Generation

Even with unemployment holding near 4%, many Americans feel worse off than ever and the numbers tell a different story. In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack what’s really hap...

14 Nov 202531min

No Way We're Old Enough For This: 4 Keys to help Gen X/Millennials Pay for College

No Way We're Old Enough For This: 4 Keys to help Gen X/Millennials Pay for College

If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential ...

17 Sep 202517min

How Not to Blow Your Inheritance

How Not to Blow Your Inheritance

Gen X is starting to inherit trillions… and most people have no idea what to do with it. Inheriting money is emotional: Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear f...

24 Jul 202515min

Why Gen X Feels Behind

Why Gen X Feels Behind

In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down how Generation X’s financial journey compares to those of boomers and millennials, and why it feels so different. They dive into the...

3 Jun 202532min

Why Don't I Feel Wealthy?

Why Don't I Feel Wealthy?

Making a high income doesn’t always mean peace of mind. In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack why so many people who appear financially successful still feel anxious and behi...

21 Apr 202533min

Stuck Between Generations: Balancing Parents, Kids, and Your Own Financial Wellbeing

Stuck Between Generations: Balancing Parents, Kids, and Your Own Financial Wellbeing

Juggling the financial and emotional demands of aging parents, growing kids, and your own future can feel overwhelming. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the realities...

11 Mar 202517min

Is This a Good Time to Buy a House?

Is This a Good Time to Buy a House?

Kick off 2025 with Sam Rodriguez, CFP®, and Conor Shepard as they tackle one of the hottest questions on everyone’s mind: Is now the right time to buy a house? From mortgage rates to housing supply, t...

27 Jan 202520min

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