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The YNAB Podcast

103 - Timing Expenses to Save a Grand (or so) on Taxes

The YNAB Podcast

YNAB

Consolidation, Total, Budget, Dave, Peace, Money, A, Education, Ynab, Finance, Bankruptcy, Makeover, Fpu, Software, Management, Personal, Need, Ramsey, Financial, University, Debt, Kids & Family, You

4.71.1K Ratings

🗓️ 16 December 2013

⏱️ 20 minutes

🧾️ Download transcript

Summary

This "loophole" isn't a loophole at all. It's actually a plain Jane tax planning strategy that can be employed by almost anyone, with even the most boring of tax returns. You can contact Casey directly at [email protected].

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, whinevers. My name is Jesse Meekkam and this is podcast number 103 for

0:17.0

you need a budget where we teach you four rules to help you stop living paycheck to

0:20.8

paycheck, get out of debt and save more money.

0:24.6

We're going to hit taxes again today people.

0:26.7

Taxes again.

0:29.1

I'm going to drill it into you.

0:30.2

It's your life's single biggest expense.

0:33.0

Promise.

0:35.0

I promise you pay taxes everywhere.

0:39.0

That's all fine and dandy.

0:40.0

Just don't pay any anymore than you absolutely should. You don't go to the

0:45.4

grocery store and just willy-nilly buy whatever you want unless you're my wife.

0:50.1

I'm just kidding. I'm kidding. I'm kidding. I am kidding. My wife, since she took over the budget, is Miss

0:58.4

Frugality and I'm surprised she hasn't started a frugality blog yet.

1:04.2

I'm just kidding.

1:05.3

I'm not surprised.

1:07.5

I would be shocked if she did that.

1:10.2

Okay, we're getting off track here.

1:12.0

I want to talk about taxes. I brought on my tax advisor Casey Murdoch again.

1:17.0

We're going to talk about a very sexy strategy that anyone can do with any return, basically.

1:23.9

You can be a plain Jane, W-2, no rental properties,

1:27.8

no businesses, no blah-la-la-la stuff.

...

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