Financially Boundless

Dane Janas, EA

5.0 (1)
Business

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!

08/26/2019

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!
08/19/2019

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!
07/15/2019

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!
07/08/2019

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
07/02/2019

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

5 Episodes

Continue to be BOUNDLESS!

08/20/2019

Jerome Shaw 🤲🏾

I enjoyed listening to this podcast and learning about what I can do for my taxes. It’s not everyday we get to listen to a cool, calm and collected tax professional. I enjoyed your style of teaching as you provided a wealth of information that anyone could understand. Listening to your episode on “Becoming a Freelancer” got me to think of ways to stay on top of my expenses. I appreciate that you go as far as to include resources in the description of your show notes as well as the actual episodes. Pointing us to places where we can set up accounts and be financially responsible. I also respect that, even after giving us this info, you always advise getting a licensed tax professional. Thank you for your knowledge and expertise. I recommend this podcast to anyone who is looking to become more tax literate and learn what they can do to improve their finances.

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!

Creator

Dane Janas, EA
Years Active

2019
Episodes

5
Rating

Clean
Show Website

Financially Boundless

Financially Boundless

Episodes

Episode 5: How to Negotiate a Vehicle Purchase

Episode 4: How to Become a Freelancer

Episode 3: Summertime Tax Tips

Episode 2: Personal Budgeting Tools

Episode 1: Finding Financial Services Professionals

Ratings & Reviews

Continue to be BOUNDLESS!

About

Information