EPISODE 022: Year End Wrapped!
December 8th, 2022
With less than a month to go in 2022, Claire dives in to a few more helpful tips around things we can think about for wrapping up our financial year. As a part 2 to episode 21, Your Questions Answered, Claire discusses a few ways in which we can get ahead of the game and better organize ourselves for taxes & finding more ways to save & spend money before the year wraps!
EPISODE 021: Your Questions Answered
December 3rd, 2022
With the year coming quickly to a close, it is 'go' time as everyone prepares to wrap up loose ends and get everything as ready as possible for the new year. In this episode Claire runs through some of the most common questions asked from both clients and non clients around what to expect and how to best prepare for taxes. Episode reference: 2022-2023 Federal tax brackets
EPISODE 020: Churn & Burn
November 15th, 2022
How many times have we all been burned by a tax preparer and/or financial services person? In this week's episode, Claire counts all the ways. The churn and burn nature of the financial services industry has left many people traumatized from dealing with their money and in thousands of dollars in debt as a result of working with negligent financial service providers. As a continuation to episode #3, Claire recounts recent working examples of negligence and trauma as a cautionary tale to finding the right partner!
EPISODE 019: Bond. Treasury Bond.
November 3rd, 2022
With the announcement of the latest interest rates at the start of November in the midst of high inflation, Claire reviews the upside of investing in U.S. Treasury bonds. Though known to be historically one of the safest, yet low yield investments, certain government backed bonds may be a good savings measure in a time of severe economic downturn.
EPISODE 018: The Great Inflation Pt. 2
October 30th, 2022
This week Claire picks back up where we left off with the Great Inflation to draw current day comparisons to some of the biggest events seen during the United States' highest rates of inflation over 30 years ago. Through identifying some of the parallels we are seeing to the events of 1965-1982, may we better inform ourselves of better understanding how history can and sometimes and does repeat itself, and perhaps some of the measures we can take that are within our own control.
EPISODE 017: The Great Inflation
October 30th, 2022
History is often known to sometimes repeat itself. The Great Inflation of 1965-1982 proved to be one of the most tumultuous macroeconomic events of this country in the last 100 years. As inflation continues to steadily rise, Claire steps back to examine historic inflation within the United States to help better understand where we stand today.
EPISODE 016: In Violation of…
October 10th, 2022
It is the wild wild west in the world of payment processing and any regulations or accountability that larger companies are held to. With an army of attorneys, these companies can both easily protect themselves against being held 100% accountable to their customers & consumers. Meanwhile consumers and customers of these payment processing companies find themselves beholden to increasingly unreasonable terms, sometimes being held in violation of user policies and acceptable. In worst case scenarios, some customers and consumers find themselves on the receiving end of errant & fraudulent behavior by these very companies. In this episode Claire runs through all the ways in which we as the customer/consumers can better protect ourselves.
EPISODE 015: Research & Development
September 5th, 2022
Research & Development is a tax write off classification that is available for businesses, small & large, however, it is often misunderstood by many around how to properly use it. In this week's episode Claire dissects the true use of Research & Development as a tax write-off as designated by our friends at the IRS.
EPISODE 014: Time is Money
August 22nd, 2022
When time is lost money is lost, When time is used valuably, money can be gained! This week Claire shares a meditation on Time as our most valuable resource, how it translates to money and some simple tips and tricks that we can do around making time / money work for us and not against us! Episode reference: Naked Finance episode #006 - Cleaning Your $$$ House
EPISODE 013: Uncle Sam
August 17th, 2022
The Inflation Reduction Act of 2022 being pushed by Congress looks to increase $124B worth of new IRS staff as a measure to help decrease the inflation that all of us are currently facing. But what does that even mean?! In this episode Claire digs deep into who the IRS is and some of the issues that we as taxpayers currently face as it relates to the IRS. Episode references:
EPISODE 012: Worth v. Price
August 1st, 2022
The hard reality is that with time, society has driven us as individuals & as a collective to assign our self worth against the price that we are being paid by clients, customers & employers. In this week's episode, Claire walks through how to work through the process of separating the value that we charge for our work vs. our true self worth, so that we may begin to see & feel more objectively about ourselves and the money we earn.
EPISODE 011: Write It Off!
July 27th, 2022
One of the biggest questions that many people have when it comes to taxes is, "what can I write off?" or "what expenses can I deduct?" In this week's episode, Claire dives into the different categories of write-offs & tax deductions deemed acceptable by the IRS, specific to small businesses, independent contractors & gig workers.
EPISODE 010: My Accountant Handles That
July 18th, 2022
What exactly does our accountant do? Why is it we hear from them once a year at best, file our taxes and then wait until next year? Why don't I feel like I have a handle on my money, doesn't my accountant handle that? Claire runs through all the ways that our accountants and other financial service providers can HELP us, along with defining the differences between what accountants are versus financial planners. If we're gonna be CLEAR about our money, we need to be CLEAR about what we're asking for help with!
EPISODE 009: Expensive Mistakes
July 13th, 2022
We’ve all experienced them, and in today’s crazy economy, no one can afford to make them. Claire breaks down ALL the ways around how we can make expensive mistakes & exactly how to avoid them. Spoiler alert - expensive mistakes are not always what you think they are.
EPISODE 008: Wealth & Division
July 13th, 2022
The division of wealth, especially within the U.S., is a serious topic. Claire gets serious & discusses the socioeconomic disparity amongst the country and ways to better educate ourselves and our children for the future.
EPISODE 007: Worth it
April 25th, 2022
What is the value of our work and does that line up with the energy we are putting out there to call in clients, customers and employers who are willing to pay us what we are worth? Claire talks through the tactical and psychology behind asking for the money that we deserve.
EPISODE 006: Cleaning Your $$$$ House
Gaining financial ease and peace of mind is something everyone wants. For the sake of better, less stressful and more mindful money organization, Claire walks through the concepts of eastern philosophy feng shui and how we can apply it to managing our everyday finances.
EPISODE 005: Protection Pt 2.
With world circumstances unfolding quickly all around us, Claire revisits the subject of Protection and dives into the world of security breaches, compromised (financial) data and how to protect yourself in a time (digital) welfare. She also shares the conclusion to episode 4’s Stripped Story about losing money.
EPISODE 004: Stripped Stories - “Loss”
Losing money, especially unexpectedly can be one of the most stressful experiences we can ever have. Claire shares a recent personal story about losing a large amount of money and how she is dealing with it. Special background guest appearance from Gabi, the mini panther bear.
EPISODE 003: Finding the Right Partner
Finding the right partner isn't just a love thing. When it comes to handling your money, who really has your back? Claire talks about the importance of building your money A team and what to look for in your search for the right partner/s.
EPISODE 002: Protection
When money is coming and going from our hands at the speed of light, Claire shares simple ways around how to safeguard and create layers of protection for our hard earned money.
EPISODE 001: Dirty Money
Dirty Money is something that everyone has experienced at some point in their lives, and it isn't what you think. Claire breaks down the meaning of dirty money and how it can affect us when we keep it flowing in and out of our lives.