How To Do Your Taxes & Save Money in 2023 With Carter Cofield

Everyone's Talkin' Money

Shari Rash

Business, Self-improvement, Education

4.6 • 631 Ratings

🗓️ 8 February 2023

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Be honest with me, what do you dread worse? Doing your taxes or swimming with sharks? I KNOW, it’s a toss-up. We are headed into the opposite of the most wonderful time of the year… the dreaded tax season is upon us. Dunt, dunt, dunt!! Ok, dramatic SFX aside, it’s time to get our tax season game plan on and have fun learning about taxes with our main man tax expert Carter Cofield. Carter will teach you how to benefit from the tax code, he’ll get to the bottom of the ever-popular question should you use a professional tax accountant vs doing your own taxes with one of the many software options out there, what to do with your health insurance if you let go of your job, and Carter will share one of the best wealth building techniques called the Back Door Roth IRA that will change everything for you. Let’s start talkin’ LINKS Tax-Free Living Ebook Carter on Instagram Melanin Money SPONSORS Thanks to HelloFresh for sponsoring this show. Go to HelloFresh.com/mymoney21 and use code mymoney21 for 21 free meals plus free shipping. LEAVE US A REVIEW Leave us an honest rating and review, pretty please. Head to the podcast player you’re listening to this episode in to leave us a review or you can click here to leave a review for Everyone's Talkin' Money podcast on Apple Podcasts. Love this episode. Share it with a few friends so they can learn these valuable money concepts as well. Be sure to FOLLOW and SUBSCRIBE to never miss an episode! GOT A QUESTION? Have a Shannah Shares question? Submit your question here https://bit.ly/shannahshares MORE MONEY TIPS Follow Me on Instagram for more money tips and behind-the-scenes information https://www.instagram.com/shannahgame FREE GUIDES + RESOURCES Download our FREE Top 25 Episode Guide Download a FREE BONUS podcast episode 5 Minutes to Unlock a New Money Mindset Want to be featured on a Budget Rescue monthly podcast episode? Just head over to this short form and leave me a message. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	As human beings, as people, we all tend to fear what we don't understand.
0:15.8	We all tend to fear what we don't understand.
0:18.0	So when it comes to taxes, people are scared because they just
0:22.0	haven't taken the time to understand how taxes work. Welcome to everyone's talking money
0:30.0	podcast. I'm your host, Shawna Game. There's no judgment, no dumb questions, just smart
0:36.8	conversations about you and your money.
0:39.2	So come on in and grab a seat. Everyone is welcome here.
0:49.2	Be honest with me. What do you dread worse? Doing your taxes or swimming with sharks? I know. It's a
0:55.9	toss-up. We are headed into the opposite of the most wonderful time of the year. The dreaded
1:02.3	tax season is upon us. Dun-dun. Okay, dramatic sound effect aside, it's time to get our tax
1:09.6	season game plan on and have some fun learning about taxes with our main man tax expert, Carter Coalfield.
1:16.9	One of my favorite quotes is that if you want to pay less tax, simply change the facts.
1:21.4	So you have the power to change your tax situation if you're willing to embrace it and own it.
1:29.9	Carter will teach you how to benefit from the tax code. He'll get to the bottom of the ever
1:34.0	popular question, should you use a professional accountant or just do your own with one of the
1:38.8	many software options that are out there. What to do with your health insurance if you're
1:42.6	let go from your job? And Carter will share
1:45.3	one of the best. Seriously, the best wealth building techniques called the backdoor IRA. It's going
1:52.8	to change everything, my friend. Let's start talking. Carter, welcome back to everyone's talking money.
1:59.1	So good to have you here. Thank you so much for having me back. First of all, the first time I was honored, but the second time, I'm like, okay, I got to be special now. So, like, I'm so happy for bringing me back. I'm super ready to get some value. So thank you again for having me. You're in the club. So you should have gotten your official certificate in the mail or something.
2:19.0	Well, you know, I'm moving, like, you know, so I live in out the country, so maybe you got lost in transition or something.
2:23.8	Exactly.
	...

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