Tax Season Sisters : Home Buying Tips and Tax Education
Tax Season Sisters : Home Buying Tips and Tax Education
Podcast Description
Join sisters Laiz (tax expert) and Liz (mortgage lender) as they combine their professional expertise to guide you through the essential connection between taxes and homebuying. Drawing from their personal experiences of overcoming scams and obstacles in their own homebuying journeys, they share crucial tips on how to prepare your taxes strategically before house hunting. Whether you're a W-2 employee or self-employed, you'll learn valuable tax deductions, timing strategies for home purchases, and practical ways to leverage homeownership for financial benefits.
Podcast Insights
Content Themes
Concentrates on tax strategies and homebuying insights, with episodes exploring essential tips for preparing taxes before house hunting, understanding income categories, and navigating financial challenges with homeownership, including specific discussions on tax deductions for both W-2 employees and self-employed individuals.
Join sisters Laiz (tax expert) and Liz (mortgage lender) as they combine their professional expertise to guide you through the essential connection between taxes and homebuying. Drawing from their personal experiences of overcoming scams and obstacles in their own homebuying journeys, they share crucial tips on how to prepare your taxes strategically before house hunting. Whether you’re a W-2 employee or self-employed, you’ll learn valuable tax deductions, timing strategies for home purchases, and practical ways to leverage homeownership for financial benefits.
Hi everyone! We’re Laiz, a tax expert, and Liz, a mortgage lender, and yes, we’re sisters! In this episode, we’re excited to share our journey and provide essential tips on how to navigate tax season and prepare for buying a home. Having been scammed and faced numerous obstacles in purchasing our first home, we know how crucial it is to get your taxes right. We’ll discuss why starting with your taxes is essential before even contacting a realtor, and how having a mortgage lender that works in sync with your tax advisor can make a huge difference. From strategies for W-2 employees to tips for the self-employed, we’ll demystify the process and share useful tax deductions. Plus, we’ll talk about the financial benefits of homeownership, the best time to buy, and how to plan ahead to save time, money, and avoid headaches. Tune in and gain valuable insights that can help you on your home-buying journey!
What You’ll Hear:
00:00 Introduction and Purpose
00:26 The Importance of Correct Tax Filing
01:23 Steps to Prepare for Home Buying
03:09 Understanding Different Employment Categories
04:32 Tax Deductions and Income Considerations
06:48 Personal Experiences and Lessons Learned
08:37 The Missed Opportunity at 23
08:53 The Journey to Homeownership
09:27 The Reality of Real Estate Appreciation
10:08 Navigating Financial Fears
11:07 Making Smart Financial Decisions
11:29 The Impact of COVID on Real Estate
11:45 The Importance of Being Informed
12:50 Exploring Income Opportunities from Your Home
13:54 The Benefits of Refinancing
14:58 Taking the First Step Towards Homeownership
16:03 Contact Information and Final Thoughts
Connect with Liz:
www.instagram.com/lizlvlender
305-590-3087
Connect with Laiz:
305-590-3016
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