THE SUNLIGHT TAX BLOG:

Tax and Money Education for Creative People, Freelancers and Solopreneurs

How Taxes Can Unlock Your Financial Health

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How Taxes Can Unlock Your Financial Health

Today, I’m giving some guidance on how you can use tax time as an opportunity to improve your finances and set yourself up for retirement. I’m diving into the importance of getting organized with systems to track tax documents, receipts, and bookkeeping so you can prevent stress and surprises during tax season. 

Join me in this episode as I outline the steps you need to take to improve your financial security as a creative entrepreneur.

LISTEN AND SUBSCRIBE HERE

Today, I’m giving some guidance on how you can use tax time as an opportunity to improve your finances and set yourself up for retirement. I’m diving into the importance of getting organized with systems to track tax documents, receipts, and bookkeeping so you can prevent stress and surprises during tax season. 

 

Join me in this episode as I outline the steps you need to take to improve your financial security as a creative entrepreneur.

 

Also mentioned in today’s episode:  

  • Why tax time is a key time to assess your financial situation 2:42

  • Why being organized with your finances is so important 7:24

  • High-level steps you can take to prevent stress and surprises at tax time 12:35

  • How you can easily calculate profit as a self-employed person 14:40


If you enjoyed this episode, please rate, review and share it! 

Links:

The De-Stress Your Taxes Checklist Episode 

Sign up for the free class: Make Taxes Easier and Stash an Extra $130k in your Savings.

Watch Youtube video version

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FU Money for the People

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FU Money for the People

On today’s episode, I’m talking about an important topic that I’m very passionate about: saving for retirement. I’m sharing why it’s so important to make sure you contribute to your retirement, how it can help you become a millionaire and some important facts you should know. 

Join me to learn about saving for your retirement and some of the benefits you can get by starting today. 

LISTEN AND SUBSCRIBE HERE

On today’s episode, I’m talking about an important topic that I’m very passionate about: saving for retirement. I’m sharing why it’s so important to make sure you contribute to your retirement, how it can help you become a millionaire and some important facts you should know. 

 

Join me to learn about saving for your retirement and some of the benefits you can get by starting today. 

 

Also mentioned in today’s episode: 

 

  • Why it’s so important to save for retirement 5:09

  • Updated contribution thresholds 7:00

  • Some of the benefits of tax advantaged retirement accounts 7:30

  • Why credits are so much more powerful than deductions 15:00

If you enjoyed this episode, please rate, review and share it! 

 

Links: 

My Gusto affiliate link for $100 off my favorite payroll software

Free class to see the tax-shelter math

Watch Youtube video version

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Tips to Ensure You Pay Yourself

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In this week’s episode, I’m sharing some of my biggest tips to make sure you prioritize paying yourself first and funding your IRA as an entrepreneur.  

Join me as I go over some of what you can do to get the most out of your money every year and how you can make sure you’re prioritizing your IRA so you can get that FU money and grow your wealth. 

LISTEN & SUBSCRIBE HERE

In this week’s episode, I’m sharing some of my biggest tips to make sure you prioritize paying yourself first and funding your IRA as an entrepreneur.

 

Join me as I go over some of what you can do to get the most out of your money every year and how you can make sure you’re prioritizing your IRA so you can get that FU money and grow your wealth. 

 

Also mentioned in today’s episode: 

  • What is the triple deadline? 2:05

  • How you can make sure you pay yourself first 6:59

  • How you can make your tax season easier 9:01

  • How to tune up your IRA 16:16

If you enjoyed this episode, please rate, review and share it! 

 

Links:

Register for the FREE Live Class on May 18th at 12PM EST: How to Thrive in a Recession (When You're Self-Employed)

Sign up for Money Bootcamp:

https://www.sunlighttax.com/moneybootcamp2023

Watch Youtube Episode

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How to Stash More FU Money: The SECURE 2.0 Act Expands Your Retirement-Funding Options

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How to Stash More FU Money: The SECURE 2.0 Act Expands Your Retirement-Funding Options

Today, I’m sharing with you some information about the recently passed Secure 2.0 Act and how it can help you stash more FU money and expand your retirement funding. 

Listen to this episode to hear all of the details about the Secure 2.0 Act, how you can take advantage of it with your retirement plan and why it’s so helpful for every tax payer. 

LISTEN & SUBSCRIBE HERE

Today, I’m sharing with you some information about the recently passed Secure 2.0 Act and how it can help you stash more FU money and expand your retirement funding. 

Listen to this episode to hear all of the details about the Secure 2.0 Act, how you can take advantage of it with your retirement plan and why it’s so helpful for every tax payer. 

Also mentioned in today’s episode: 

  • What is the Secure 2.0 Act? 8:28

  • How the Secure 2.0 Act helps with retirement funding 12:15

  • How you can take advantage of this act with your retirement 18:45

 

If you enjoyed this episode, please rate, review and share it! 

Links:


https://www.sunlighttax.com/moneybootcamp2023

Watch Youtube version

I use a service (Guideline) that plugs into my payroll software (Gusto - this is my referral link, and it will save you $100. I *highly* recommend Gusto for running payroll and paying contractors/complying with 1099s/W2s). Guideline is so affordable and streamlined that even as a small employer, I have no trouble maintaining my 401k.  

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How to Fund Your IRA: Pay Yourself First

LISTEN & SUBSCRIBE HERE

How to Fund Your IRA: Pay Yourself First

In today's episode, I’m talking about a very important topic: how to pay yourself first as a creative entrepreneur and how you can grow your stash of fuck you money. 

 Join me today, to hear the important steps you can take to make sure that you set yourself up for financial security and why it’s never too late to start contributing to your IRA.  

LISTEN & SUBSCRIBE HERE

In today's episode, I’m talking about a very important topic: how to pay yourself first as a creative entrepreneur and how you can grow your stash of fuck you money. 

 Join me today, to hear the important steps you can take to make sure that you set yourself up for financial security and why it’s never too late to start contributing to your IRA.  

 Also mentioned in today’s episode: 

  • Why you should set apart the full amount of money you want to use to fund your IRA first 9:25

  • Paying yourself first and how to do it 11:34

  • Why financial security is so important 13:22

  • Is it ok to start funding your IRA later in life? 15:27

  • Understanding your taxes 26:15

If you enjoyed this episode, please rate, review and share it! 

 Links:

 https://www.sunlighttax.com/deductionsguide

https://go.sunlighttax.com/free

Watch YOUTUBE Episode

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