Listener Intervention: “Should I Drop My Dad as My Accountant?”

Money Rehab with Nicole Lapin

Money News Network

Education, Self-improvement, Business

4.6 • 1.7K Ratings

🗓️ 6 May 2021

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

They say never to talk about religion and politics with your family… and you might as well add money to that list! But what if your dad is your accountant? Nicole catches up with previous Money Rehabber, as they discuss setting boundaries and knowing when it’s time to break away from the “free” help of a family member - which always comes at a cost. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comSee omnystudio.com/listener for privacy information.

Transcript

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0:00.0	Hey guys, are you ready for some money rehab?
0:05.0	Wall Street has been completely upended by an unlikely player. Game stop.
0:09.0	That's a good one.
0:10.0	Dean and should I have a 401k because then I'll do it?
0:12.0	No, I know.
0:15.0	I don't think the whole world will revolve around you on your money.
0:18.0	What a dumb shit.
0:20.0	Charge for wasting our time.
0:24.0	I will take a check.
0:25.0	I got a full check.
0:27.0	You recognize her from entering CNN, CNBC, and Bloomberg.
0:31.0	The only financial expert you don't need a dictionary to understand.
0:36.0	The cold lap in.
0:38.0	You may remember in episode 11 we talked about how to file your taxes as a married couple.
0:43.0	In that episode I talked with a money rehabber who had just gotten married last year and wrote in with a question
0:49.0	about filing her taxes jointly with her hubby.
0:52.0	But our conversation actually ended up being much larger than that.
0:56.0	By the end of the call we were talking about cutting financial strings with your family.
1:01.0	So we thought that was really important to get out there too.
1:04.0	Here is the rest of that conversation that answers the question.
1:07.0	Should I let a family member help with my taxes?
1:11.0	You know, the tax stuff is annoying, but it's not rocket science.
	...

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