Debit-This-Credit-That Podcast
1) Episode 42 - COVID19 Update #1
We are back! This episode of Debit This, Credit That podcast discussed the (very) recent tax developments related to the COVID-19 outbreak. Please keep in mind things are rapidly changing and some of ...Show More
2) Episode 41 - TCJA’s Opportunity Zones Explained
The Tax Cuts and Jobs Act, which came into effect at the tail end of 2017, has made changes to many aspects of income taxes here in the United States. In this episode of Debit This, Credit That, Matt ...Show More
3) Episode 40 - Bay Area’s Current Real Estate Market: Part 2
The current market may be down-trending, but sellers still have plenty of reasons to feel optimistic! Today, Matt Wheeler and Michael Bryant are back with more expert advice from Alan Wang of Alan Wa...Show More
4) Episode 39 - Bay Area’s Current Real Estate Market: Part 1
Is it a good time to be a buyer in the current Bay Area real estate market? The answer is yes—and today’s special guest will tell you why! Today, Matt Wheeler and Michael Bryant bring you expert advi...Show More
5) Episode 38 - Your Guide to 2018 Tax Planning: Part 2
Matt Wheeler and Michael Bryant are back with more tax-planning strategies for 2018! In part two of their tax planning mini-series, Matt and Michael cover must-know tips for Roth conversion strategies...Show More
6) Episode 37 - Your Guide to 2018 Tax Planning: Part 1
Don’t wait another second to start tax planning for 2018! As always, Matt Wheeler and Michael Bryant are here to guide you along in the planning process. Today, Matt and Michael unpack this year’s tax...Show More
7) Episode 36 - How to Prepare for Accounting Recruiting Season
Matt Wheeler and Michael Bryant know from experience that recruiting season is a nerve-wracking time for accounting students. It’s a time filled with meeting recruiters, completing applications, and ...Show More
8) Episode 35 - Top Six Financial Tips for HENRY Millennials: Part 2
Do you fall into the HENRY (High Earners, Not Rich Yet) category? If so, what steps have you taken to build your financial future? In part two of this mini-series, Eric Rodriguez of WealthBuilders, LL...Show More
9) Episode 34 - The Financial Challenges of HENRY Millennials: Part 1
Today, Matt Wheeler and Michael Bryant are joined by Eric Rodriguez, a financial planner and founder of Wealth Builders, LLC. Eric specializes in serving HENRYs and millenials. These aspiring high-inc...Show More
10) Episode 33 - Breaking Down Stock Options and Equity Compensation
In this episode of the Debit This, Credit That, Matt Wheeler and Michael Bryant share what you need to know about stock options and equity compensation. Speaking to one of his areas of expertise, Matt...Show More