1.6 trillion dollars. That’s the number this episode is all about. It’s the total student debt owed by more than 45 million people in this country. So, if you’re one of the many, what tax advice should you use to lighten the load? Join Lauren and Daniel as they speak to consumer guest and behavioral therapist, Laci James, about her journey with extreme student debt and how she successfully advocated for a manageable repayment plan. Then, TurboTax Expert Niki Reynolds demystifies loan forbearance, loan forgiveness, income-based repayment plans, loan interest deductions, tax considerations when ..read more

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 ..read more

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 c ..read more

Whether you’re on the market for a home, or looking to invest in a rental property, the real estate market can be pretty confusing. In this episode Daniel, Kat, and Lauren share their experiences navigating mortgages and answer some of your questions like: ‘What the heck are points on a mortgage?’ 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 ..read more

For our final episode of season two, hosts Lauren and Daniel are joined by TurboTax Expert Niki Reynolds to help ease your worries about all of those “what-if” tax situations. Niki reviews everything from tax fraud to how to determine if a notice from the IRS is legitimate. She also answers questions about how to file a tax extension, which receipts you need to keep, and what to do if you owe the government money. Check out this resource if you need to access IRS customer support. The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those ..read more

No one ever said relationships were easy… cohabitation can bring up some big financial questions. In this episode Daniel, Kat, and Lauren share some financial questions you should ask before moving in with a partner, and answer some of your questions like: ‘what are the tax benefits of filing jointly?’   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. Thi ..read more

Are you one of the many people looking to start your own business? Or maybe you’ve begun the filing process but aren’t sure about the pros and cons of each business structure. Meet 24-year old wedding, elopement, and travel photographer Grace Torres. In 2021, she made her side-hustle into her full-time job. Hosts Daniel and Lauren talk with Grace about her journey forming Grace Jicha Creative, LLC, how she files her taxes differently now, and what advice she’d offer to individuals starting a small business. Then, they welcome Oklahoma-based TurboTax Expert Mary Ann Hooten onto the podcast to ..read more

Investing can be pretty… intimidating. It's hard to know where to start and what to actually expect (ahem, especially with your taxes). In this episode, Daniel, Kat, and Lauren each share their personal investing journeys and answer your questions like: what does inflation have to do with investing? Follow us on all socials @TurboTax and our blog, blog.turbotax.intuit.com to stay up to date with our latest financial advice.  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 th ..read more

In this episode we turn to the world of college sports. Hosts Daniel and Lauren learn from Ohio State lacrosse player and content creator Mitchell Pehlke about his experience navigating brand deals using his name, image, and likeness (NIL). Then, TurboTax Expert Maria Gomez delves into the tax implications for college sports players at large. Tune in to hear about managing money as a paid student athlete, product versus payment sponsorships, and what forms and deductions to utilize at tax time. The views, information or opinions expressed during the Friends with Tax Benefits podcast series ar ..read more

So you’re investing in crypto. Or, maybe you’re using an NFT to sell content as a creative. What does this mean for your taxes? Hosts Lauren and Daniel are joined by cryptocurrency educator and web show host, Wendy O, who breaks down the basics of crypto, NFTs, and how this new currency can translate into real world investments. Then, TurboTax Expert Joseph Bedford details how this digital currency could impact your taxes, crypto’s investment value, and the tax forms you might need to file if you purchase crypto. Specifically, Joe mentions the Internal Revenue Service’s Form 8949 as one you sh ..read more