
Sean Mullaney
A frequent guest on ChooseFI, known as the FI Tax Guy. He provides expertise on tax strategies and financial planning for the FI community.
Top 5 podcasts with Sean Mullaney
Ranked by the Snipd community

25 snips
Apr 14, 2025 • 52min
542 | Mastering Tax Strategies: How to Optimize Your Path to Financial Independence
Sean Mulaney, known as the FI Tax Guy, shares his expertise on tax strategies essential for financial independence. He discusses tax basketing and optimal asset location for early retirees to minimize tax drag. Recent changes to 529 plans, especially regarding Roth IRA conversions under SECURE 2.0, are emphasized. Sean reassures listeners that starting financial independence at any age is achievable, encouraging practical steps and dispelling fears related to taxes and retirement planning. Perfect for anyone seeking clarity in their financial journey!

15 snips
Dec 16, 2024 • 1h 15min
Travel Builds Connections and Unlocks Rewards | Ep 525
Lynn Mettler, a travel journalist and creator of Families Fly Free, shares her expertise on maximizing travel rewards, especially with Southwest Airlines. Sean Mulaney, a tax expert from fitaxguy.com, discusses strategies for optimizing taxes and accessing retirement accounts early. The conversation highlights the life-changing power of travel for building connections, embracing risks, and growing personally. They also touch on the upcoming changes in Southwest's seating policies and innovative community engagement opportunities.

6 snips
Jul 11, 2022 • 48min
#FIRE Taxes; Tax Planning for Early Retirees
Sean Mullaney, a financial planner and CPA specializing in tax planning for early retirees, joins Cody Garrett, a financial planner focused on family financial education. They dive into tax strategies specific to early retirees, discussing the interplay of the Affordable Care Act with Roth conversions. The duo explores how Social Security earnings impact early retirement, and the importance of managing Modified Adjusted Gross Income. They also share insights on maximizing Health Savings Accounts and navigating state-specific tax laws for effective retirement planning.

4 snips
Jul 5, 2021 • 1h 1min
332 | Transform Your Tax Return Into a Springboard for Financial Planning
Sean Mullaney, known as the "FI Tax Guy," shares valuable tax optimization strategies to elevate financial planning. He discusses why tax returns shouldn't just be seen as refunds and urges proactive management of withholdings for better investments. Mullaney explains the importance of analyzing tax components like capital gains and dividends, while also addressing the tax advantages of Health Savings Accounts. He highlights effective IRA distribution strategies and clarifies the key differences between tax credits and deductions for smarter financial decisions.

Oct 18, 2024 • 1h 7min
Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)
Join experts Deb Meyer, a financial coach for parents, Sean Mullaney, a tax strategist for financial independence, and Doc G, a personal finance podcaster, as they unpack the intricacies of tax planning. They challenge the myth that poor tax planning can wreck retirements, while shedding light on essential strategies about Roth vs. traditional accounts. The trio discuss the 'tax torpedo' affecting Social Security, and provide a humorous take on historical tax evasion, making complex tax strategies accessible and entertaining for everyone.