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The Stacking Benjamins Show

Here Are Your Best Tax Software Options (SB1474)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.42K Ratings

🗓️ 7 February 2024

⏱️ 49 minutes

🧾️ Download transcript

Summary

Ah, the distinct smell of tax time. All that sweating...sweating out deductions, college expenses, rental income, and maybe even side-hustle write-offs (what exactly is a write-off again?). There are so many options for software to help you, where do you turn? Today we're diving into the College Investor's annual list of best in class software with Mr. College Investor himself, Robert Farrington. We won't share just ONE choice, but will walk through all of the different areas of your life where you might need one particular program over another.

Before that, though, we share a headline about one popular columnist who disappeared last year to write a book, and missed out on all of the ups and downs of the stock market. What did he learn? We'll share. Plus, we're finishing up round one of our Stacker Joke-Off...and we'll share four new math jokes AND unveil the winners of last week's matchup.

All of that, Doug's trivia AND more on today's episode!

FULL SHOW NOTES: https://www.stackingbenjamins.com/best-tax-software-2024-robert-farrington-1474

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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Transcript

Click on a timestamp to play from that location

0:00.0

So you'll pick me up tonight at 745?

0:02.8

Well, no, I got a few things to take care of first, but why don't we make it quarter to eight?

0:09.4

Stop it.

0:11.9

Okay, 745.

0:18.5

Live from Joe's Mom's Basement, it's the Stacking Benjamin show.

0:23.6

I'm Joe's Mom's Neighbor, Doug, and what are the best tax software options for this year's returns?

0:38.3

We'll have the whole list of top options from the college investor website, plus an appearance by Mr. College Investor himself, Robert Ferrington.

0:47.3

In our headlines, what would happen if you completely stopped following the financial markets?

0:52.3

Well, one popular writer did just that and is reporting back.

0:57.0

We'll share his findings.

0:58.0

Plus, uh, let's see, another round of our hilarious stacker math joke off, but most of all,

1:05.0

I'm sure you're here because I'm about to drop some practically free trivia.

1:10.0

And now a guy whose college education really paid off and Joe Salci High.

1:19.2

Twice in one week, we took a swing at you.

1:22.7

Just, again, you miss the meeting, Doug.

1:26.8

You pay the price.

1:28.0

That'll learn you.

1:29.1

Everybody, happy, happy day.

1:31.7

I'm going to come to protect my integrity and make sure that we swipe it.

1:34.9

Oh, gee, every beginning of every episode.

1:38.2

I am Joe Salsi, I'm here.

1:40.5

Kick your feet up because you've found us.

...

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