YNAB had a banner year (thank you for telling your friends and family!). 2014 shall be the year of the status quo.

Since Julie took over the budget, things are green. Christmas is no different. We've been saving all year for it. It's exactly how you too, can have yourself a merry little Christmas.

This "loophole" isn't a loophole at all. It's actually a plain Jane tax planning strategy that can be employed by almost anyone, with even the most boring of tax returns. You can contact Casey directly at casey@wealthguardadvisors.com.

I've brought back my tax adviser, Casey Murdock, for another podcast. He should be your adviser too. We discuss the fringe world of tax credit and deduction phaseouts. You can contact Casey directly at casey@wealthguardadvisors.com.

Inspired by Mark's blog post over on the blog, we discuss the very true (albeit depressing) principle that once you finance something, everything else you purchase is also "financed."