Financially Boundless
By Dane Janas, EA
Financially BoundlessAug 26, 2019
Episode 5: How to Negotiate a Vehicle Purchase
Our fifth episode talks about negotiating a vehicle purchase. I've even previously worked at a car dealership for many years before becoming a tax professional, so the advice is real, no B.S. here!
The steps we talk about:
- Some beginning notes
- Researching your purchase
- Financing
- Going to the dealer & what not to do
- How to negotiate effectively
- Trade-ins
- The Finance office
- Fees & the Bill of Sale
- Carvana.com
Stay tuned until the end to hear a voice message we got last week from a listener who loved last week's episode on freelancing!
Episode 4: How to Become a Freelancer
Becoming a freelancer? Have a side hustle or side gig? Own your own small business? AWESOME!
If you're like many of my clients, you didn't know where to turn when you first became a freelancer or small business owner...especially when it came to taxes. This video walks you through how to properly start your finances for freelancing, and what the tax consequences are. We walk you through it simply in about 10 minutes.
Subscribe to the Financially Boundless Podcast now for weekly tips in personal finance, tax, budgeting, and entrepreneurship!
Links to items mentioned in Video:
-- Wave Accounting: www.waveapps.com
-- EFTPS: www.eftps.gov
-- Quickbooks Online: quickbooks.intuit.com (ask me for 50% off this subscription!)
-- Boundless Tax: www.boundlesstax.com
Also just ask if you'd like a copy of a FREE Google Sheet for tracking your mileage!
Episode 3: Summertime Tax Tips
Now that it's summertime, most people don't think about their taxes - they're the furthest thing from most people's minds when they're sitting on the beach drinking a beer! We have a quick podcast this week (only about 20 minutes) that discusses some of the most popular summertime tax tips to keep in mind as you're wading in the ocean. Keep cool!
Episode 2: Personal Budgeting Tools
In our second podcast episode, we review four of the top online personal budgeting tools that we get asked about constantly from our clients. We start with number four and work our way down to first place. Some options are free, others are paid. Links to all tools mentioned are here:
--Personal Capital - personalcapital.com
--Mint - mint.com
--You Need a Budget (YNAB) - ynab.com
--EveryDollar - everydollar.com
--CreditKarma - creditkarma.com
Episode 1: Finding Financial Services Professionals
In our first-ever episode of the FINANCIALLY BOUNDLESS podcast, I cover a topic near-and-dear to my heart: how to find certified financial services professionals, including tax professionals, financial planners, insurance agents, bookkeepers, accountants, and payroll professionals. Join us for a quick rundown of the how to find great, qualified professionals to help you manage your financial life.
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Links mentioned in this episode:
Tax professionals: IRS Return Preparer Directory
Accountants: CPAVerify
Certified Financial Planners: LetsMakeAPlan.org
Insurance Agents: Search Google to find website for your specific state
Bookkeepers: Quickbooks ProAdvisor Directory
Payroll Professionals: American Payroll Association