Decoding Tax Mysteries

Ever wondered why your tax bill feels like a punch in the gut, leaving you questioning whether it's time to fire your accountant? Hold that thought; the culprit could be closer to home. In a no-holds-barred chat, we unravel the knotty world of tax returns, debunking the myths that lead to misplaced blame. From the real deal on tax preparation fees (think beyond the cost of a fancy dinner) to getting schooled on the IRS's free filing service, we've got your back. Discover the hidden gems of resources for cost-conscious taxpayers, like IRS Free File, VITA, and TCE programs, and why knowing the difference between gross and adjusted gross incomes is your new power play.

Switching lanes to the investment highway, Episode 469 takes you on a rollercoaster ride through the latest investment craze. I'll be serving up my two cents on the matter, painting a picture of its current momentum and the room it has to grow. But before you leap onto the bandwagon, I'm here to remind you to keep those excitement levels in check and do the homework. While I'm dishing out these personal nuggets of wisdom, remember, they're just that – personal. They don't come from Malouli Asset Management's playbook. So buckle up, get your notepad ready, and join us for a journey through the financial landscape that promises to both enlighten and challenge your wallet's future.