15 episodes

From Intuit TurboTaxⓇ, Friends with Tax Benefits has got you covered. A podcast where money talks - but we’re speaking your language. Join Lauren and Daniel each week as they make personal finance and taxes accessible to everyone. Every episode, our hosts are joined by a special guest to discuss the hottest tax topics, and then take their questions to a TurboTax Expert. Believe it or not, these friends know how to make personal finance fun. To stay up to date with our latest financial advice, find us on all socials @TurboTax, and visit our blog at blog.turbotax.intuit.com. 

The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

Friends with Tax Benefits Intuit TurboTax™

    • Business
    • 5.0 • 11 Ratings

From Intuit TurboTaxⓇ, Friends with Tax Benefits has got you covered. A podcast where money talks - but we’re speaking your language. Join Lauren and Daniel each week as they make personal finance and taxes accessible to everyone. Every episode, our hosts are joined by a special guest to discuss the hottest tax topics, and then take their questions to a TurboTax Expert. Believe it or not, these friends know how to make personal finance fun. To stay up to date with our latest financial advice, find us on all socials @TurboTax, and visit our blog at blog.turbotax.intuit.com. 

The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    Welcome to Season Two of Friends With Tax Benefits!

    Welcome to Season Two of Friends With Tax Benefits!

    Welcome Back to Season Two of Friends With Tax Benefits! We know that taxes and personal finance can be intimidating. Hosts Lauren and Daniel return to answer your questions and take the stress out of managing your money, with a healthy dash of humor. From Intuit TurboTax™, Friends with Tax Benefits dives into the tips and tricks of getting out of student debt, renovating your home, and navigating health insurance. To stay up to date with our latest financial advice, follow us on all socials @TurboTax and on our blog, blog.turbotax.intuit.com.

    The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    • 1 min
    Giving and Getting Back (at Tax Time)

    Giving and Getting Back (at Tax Time)

    Welcome back to Friends With Tax Benefits! In season two, we’ll be joined by special guests each episode to share their personal experiences with hot financial topics. Then a TurboTax Expert will offer advice on what steps to take when it comes to your taxes. 

    Giving is a fulfilling part of many people’s lives. Besides supporting community work, we know that there are potentially tax benefits. In this episode, Lauren and Daniel help you figure out the tax deductions that you might be able to benefit from.

    Special guest Mari Pullen, Turbo Tax Senior Communications Manager, delves into the world of gifting and philanthropy. She sheds light on how to donate while staying financially conscious. In the second part of the episode, Enrolled Agent, Katharina Reekmans, answers your questions about what’s tax deductible and what’s not: from volunteering time to gifts to charity, and everything in between.  

    The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    • 19 min
    So You’re Thinking About Retiring One Day?

    So You’re Thinking About Retiring One Day?

    Saving for retirement: we all know we should do it, but it’s hard to sock the money away when it feels so far off. In this episode Daniel, Kat, and Lauren get into the details of retirement planning, and answer some of your questions like: What should I be doing to prepare for retirement now, even in my 20s? 

    The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    • 24 min
    So You’re Crossing State Lines?

    So You’re Crossing State Lines?

    Ever thought about becoming a digital nomad? Or maybe moving to a new state mid-year? Earning income in multiple states can make your taxes a little more complicated. In this episode Daniel, Kat, and Lauren dive into the nitty gritty of multi-state tax filing, and answer some of your questions like: How do you know how much you’ll owe in a given state if you move mid-year?

    The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    • 23 min
    So You’re Buying a Car?

    So You’re Buying a Car?

    Buying a car can be anxiety-provoking. How do we know where to look, how much to spend, and when to pull the trigger? In this episode Daniel, Kat, and Lauren reveal their car buying tips, and answer some of your questions like: What are the best negotiation tips for purchasing a new car?

    The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    • 27 min
    So You Want To Be Rich?

    So You Want To Be Rich?

    From lifestyles of the Rich & Famous to Keeping Up the Kardashians, it’s no secret that the super wealthy do things a little differently. In this episode Daniel, Kat, and Lauren explain financial strategies often utilized by the top 1 percent, and answer some of your questions like: ‘What do the super-rich do with their excess cash?’ Plus, Daniel has a surprise for us at the top of the show.

    The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and inform. This podcast series does not constitute financial, legal or other professional advice or services.

    • 21 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

@DavidPartyera ,

Great listen, awesome chemistry

A very intuitive podcast and just the right time length to sneak into my regular listening habits. Knowledgeable accountants spewing some tax knowledge ain’t hurt nobody but when others tend to get boring this has remained fun and fresh.

Princess wms ,

Can’t wait

This is going to be good!!! All the things we need to know will be broken down for us to understand. I can’t wait to listen and take notes

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