Win At Your Taxes with Tips from a Cool CPA

Money Rehab with Nicole Lapin

Money News Network

Education, Self-improvement, Business

4.6 • 1.7K Ratings

🗓️ 8 April 2024

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

That's right: Lorilyn Wilson is our new favorite CPA who makes taxes *actually* kinda fun. Nicole holds nothing back and asks all the burning tax questions people are normally too scared to ask: How can I get the most back on my tax refund? Are there any new tax credits this year I can benefit from? If I'm a business owner, can I deduct my clothes? If I mess up my tax return... will I go to jail? It's going down! Learn more about Lorilyn here: https://www.linkedin.com/in/lorilynacrum/ $ Want to level up your money moves? Check out Facet. Facet is the next generation of personalized financial planning that is making professional financial advice accessible to the masses, not just the rich. Facet will help you understand and expand your financial opportunities by providing you with a team of financial planners (with the CFP® certification you want) and a team of professionals across all the major food groups of your financial wellness: retirement planning, tax strategy, estate planning and more. To claim Facet’s special offer for Money Rehabbers, go to: https://facet.com/moneyrehab

Transcript

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0:00.0	It is my biggest pet peeve when people say you should sweat the small stuff when it comes to your money.
0:04.8	In relationships and work, small stuff absolutely matters.
0:08.5	But when it comes to your hard-earned money, it's the big stuff that really counts,
0:12.3	like the rate on your mortgage the
0:14.0	interest rate on your credit card the percentage of assets that goes straight to your
0:17.8	financial advisor that can really make a difference on your bottom line so if you
0:21.9	want to improve your financial picture, do it with
0:24.0	facet. Facet is the next generation of personalized financial planning that is making
0:28.0	professional financial advice accessible to the masses, not just the rich. And unlike other
0:32.4	financial planning companies
0:33.5	that charge you a percentage of your portfolio,
0:35.5	FASIT operates with an affordable flat membership fee
0:38.4	and doesn't charge you to invest with them.
0:40.2	FASIT will help you understand and expand
0:42.3	your financial opportunities by providing you flexible access to a team of financial planners with the CFP certification you want and a team of professionals across all the major food groups of your financial wellness head to facet.
0:53.3	dot com slash money rehab to learn more sponsored by facet
0:56.6	facet wealth ink is an SEC registered investment advisor headquartered in Baltimore
1:00.4	Maryland this is not an offer to sell securities or investment, financial,
1:03.9	legal or tax advice. Past performance is not a guarantee of future performance.
1:07.3	Did you know that some travel credit cards offer 10 X points on your spending?
1:11.2	Don't miss out on big rewards for your next trip.
1:13.7	Nerd Wallet lets you compare smart travel credit cards side by side, curated by an expert team of finance
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