Financially Boundless

Financially Boundless

By Dane Janas, EA
The Financially Boundless Podcast talks about all aspects of managing your personal finances - from how to seek out qualified professionals, the best budgeting tools, tax tips, tips on becoming an entrepreneur, and more! We welcome you to join us on the incredible journey to financial freedom!
More places to listen

More places to listen

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!
16:31
July 15, 2019
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
30:44
July 8, 2019
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. ----------------------------------------------- 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
40:15
July 2, 2019
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