Shows
Optimal Finance Daily - Financial Independence and Money AdviceLuck, Credit, and the FIRE Movement by Sean Mullaney of FI Tax Guy on Financial IndependenceDiscover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 3159:
Sean Mullaney offers a compelling defense of the FIRE movement by reframing it not as a claim to credit or privilege, but as a tool for improving financial outcomes through intentional decision-making. Acknowledging the role of luck, he argues that FIRE equips individuals with a framework to optimize their financial lives regardless of their starting point, making better choices more likely to lead to better luck.
Read along...2025-05-2914 min
The Teacher Money Show82: Tax Day is Over... Now What? with Sean MullaneyIn this episode of The Teacher Money Show, I sit down with financial planner and tax expert Sean Mullaney to break down smart tax planning strategies for teachers. Whether you’re focused on maximizing your retirement accounts, exploring the benefits of an HSA, or building a side hustle, Sean shares practical, actionable tips to help you make the most of your money next tax season.Explore the show notes at:https://www.teachermoneyshow.com/show82Become a guest on the show:https://ww...2025-04-2352 min
Risk Parity RadioEpisode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. USIn this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for tax purposes), the zeitgeist of this podcast, an old book by Don Coxe about gold and other things, a good website for finding ETFs in the UK and otherwise outside the US, and how to best incorporate and prioritize (not) international vs. US funds.Links:Asset Swaps Video: How to Do an Asset SwapSean Mullaney On 72(t): 475 | How to Access Your Retirement Accounts Before 59.5 | Sean MullaneyMad Fie...2025-03-0535 min
Catching Up to FITaking it to the Streets: Best Pro Tips for Late Starters - Episode 118 In this episode, we're taking it to the streets of Atlanta, GA where the 2024 FinCon took place. FinCon is the largest (and funnest) conference for independent content creators in the personal finance space. We wish you could have been there but since we couldn't bring our audience to FinCon, we're bringing a little FinCon to you. We chatted with some of them and asked the big question: "What is your best tip for late starters?" 🔗Connect with us Buy CUtFI a coffee Record a message for CUtFI Huge thanks to our...2025-01-2212 min
Keep What You Earn2024 Top Guest Replay - Roth vs. Traditional - Which is Better? with Sean Mullaney Today, we're diving into one of our top guest episodes of 2024, featuring financial planner Sean Mullaney. Sean brings expert insights on the often debated topic of Roth versus Traditional retirement accounts, particularly tailored for small business owners looking to optimize their retirement savings. We'll break down the core differences, and Sean will share why both account types have their merits and strategic advantages. Whether you're a Roth advocate, a Traditional enthusiast, or somewhere in between, this episode will equip you with the knowledge to make informed decisions about your financial future. Let's get started and learn how to effectively...2025-01-0225 minKeep What You Earn2024 Top Guest Replay - Roth vs. Traditional - Which is Better? with Sean Mullaney Today, we're diving into one of our top guest episodes of 2024, featuring financial planner Sean Mullaney. Sean brings expert insights on the often debated topic of Roth versus Traditional retirement accounts, particularly tailored for small business owners looking to optimize their retirement savings. We'll break down the core differences, and Sean will share why both account types have their merits and strategic advantages. Whether you're a Roth advocate, a Traditional enthusiast, or somewhere in between, this episode will equip you with the knowledge to make informed decisions about your financial future. Let's get started and learn how to effectively...2025-01-0225 min
Forget About Money📉 The Perfect Withdrawal Strategy for Early Retirement, Inner Voices, and Conspiracy Theories!🕵️♂️🛠️ What does it take to master the perfect Early Retirement Withdrawal Strategy? In this episode, we talk tax-efficient withdrawals, bridging the "gap years," and the best tactics to optimize Social Security—all with a fun twist of inner monologues and conspiracy theories! Watch and Subscribe on YouTube🌟 Whether you’re navigating the complexities of early retirement or seeking peace of mind about accessing your funds, this episode is packed with actionable insights and lighthearted moments.In this episode, we discuss: 1️⃣ Strategic Withdrawals: How to optimize taxable, traditional, and Roth accounts for retirement. 2024-12-1142 minForget About Money🏦 The Perfect Passive Portfolio for Early Retirement, 2025 Tax Changes, and Time Travel! 🕰️🛠️ What does it take to build the perfect portfolio for early retirement? In this episode, we explore tax-efficient investing, real estate vs. index funds, and even throw in a fun twist with time travel!Watch and Subscribe on YouTube🌟 Whether you're planning for financial independence or navigating changes in 2025 tax laws, this episode is packed with actionable insights, debate, and a little imagination.In this episode, we discuss: 1️⃣ Designing the Perfect Passive Portfolio: The role of index funds like VTSAX in early retirement. 2️⃣ Real Estate vs. Index Funds: Which is better for fina...2024-12-0643 min
Mile High FI PodcastEstate Planning with Sean Mullaney | MHFI 242Doug chats with Sean Mullaney (The FI Tax Guy) about the essential elements of estate planning. Sean covers the importance of planning for everyone (not just the wealthy), stresses the significance of having a will, updating beneficiary designations, and creating trusts to protect assets & ensuring financial security for loved ones. Special attention is given to estate planning in regards to kids (providing guardianship) and working with the correct professionals to plan for taxes.
The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Doug and the Mil...2024-11-1955 min
Mile High FI PodcastEstate Planning with Sean Mullaney | MHFI 242Doug chats with Sean Mullaney (The FI Tax Guy) about the essential elements of estate planning. Sean covers the importance of planning for everyone (not just the wealthy), stresses the significance of having a will, updating beneficiary designations, and creating trusts to protect assets & ensuring financial security for loved ones. Special attention is given to estate planning in regards to kids (providing guardianship) and working with the correct professionals to plan for taxes.
The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Doug and the Mil...2024-11-1955 minMile High FI PodcastEstate Planning with Sean Mullaney | MHFI 242Doug chats with Sean Mullaney (The FI Tax Guy) about the essential elements of estate planning. Sean covers the importance of planning for everyone (not just the wealthy), stresses the significance of having a will, updating beneficiary designations, and creating trusts to protect assets & ensuring financial security for loved ones. Special attention is given to estate planning in regards to kids (providing guardianship) and working with the correct professionals to plan for taxes.
The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Doug and the Mil...2024-11-1955 min
Retirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy | RecapIt’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. The theme this week was:Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I really enjoyed talking with Sean and getting his perspective on year-end tax planning considerations for investors. The most important takeaway from this week is that it’s always important in the last few weeks of the year to take a look at your income and tax situation and decide if there is anything else you could or should be doing to help...2024-11-1710 minRetirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Maximizing Retirement Account Contributions & Inherited IRA StrategiesThis week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean, talking about retirement accounts and some additional considerations if you have an Inherited IRA. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. ---------- >>> Subscrib...2024-11-1603 minRetirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Tax Loss & Gain HarvestingThis week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean - tax loss and gain harvesting. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP...2024-11-1503 minRetirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - The Election Outcome & Roth Conversion DecisionsThis week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean - a continuation of yesterday’s episode where we talk about why your Roth conversion decision might change based on expected tax policy, as well as Sean’s view of the future tax climate. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley...2024-11-1407 minRetirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Roth ConversionsThis week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean, discussing Roth conversions. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. --------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>> Subscri...2024-11-1303 minRetirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Donor Advised FundsThis week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean, discussing donor advised funds. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. --------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>>...2024-11-1207 minRetirement Quick Tips with AshleyYear-End Tax Planning Tips with Sean Mullaney, The FI Tax GuyWelcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets. This week’s theme is: Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I’m recording live from FinCon 2024 in Atlanta this week, and I’m excited to have Sean share his expertise and insights about what you’ll want to consider to set yourself up for a strong position as we approach year-end 2024 deadlines. Sean Mull...2024-11-1104 min
Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, MoneyMaximizing Retirement Savings for Solopreneurs and Side Hustlers with the Solo 401kHosted by: Dr. Disha Spath Guest: Sean Mullaney, Advice-Only Financial Planner and Author of The Solo 401k: The Solopreneur’s Retirement Account This episode is sponsored by PearsonRavitz– Helping physicians safeguard their most valuable assets. This episode is also sponsored by FacetWealth– Discover how Facet is transforming financial planning for physicians with personalized, flat-fee financial planning—visit facet.com/frugalphysician to start building your financial future today. Episode Highlights: Introduction: Dr. Disha Spath welcomes listeners back and introduces Sean Mullaney, President of Mullaney F...2024-11-0848 min
Optimal Finance Daily - Financial Independence and Money AdviceTax Basis For Beginners by Sean Mullaney of FI Tax Guy on Double Taxation & Clarifies Taxable GainsDiscover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 2849:Sean Mullaney of FITaxGuy.com demystifies the concept of tax basis, illustrating how it prevents double taxation and clarifies taxable gains. Learn the essentials of depreciation, the benefits of a step-up in basis at death, tax loss harvesting strategies, and the unique considerations for basis in retirement accounts.Read along with the original article(s) here: https://fitaxguy.com/tax-basis-for-beginners/Quotes to ponder:"Basis...2024-08-3112 min
Forget About Money🤓 Tax Planning Strategies for Early Retirees with Sean Mullaney 🎓Subscribe and Watch on YouTube🤓 Sean Mullaney discusses Tax Planning Strategies. Sean, a CPA and financial planner, also known as The FI Tax Guy explains fundamental tax planning strategies, some advanced tax strategies and concepts, and how the financial independence community may be getting it wrong when it comes to taxes. ❌🔑 Key Topics Discussed: 👉 Introduction to Financial Independence Tax Planning 👉 Top Five Tax Planning Strategies 👉 Reducing Taxes Through Daily Habits 👉 Tax Strategies for High-Income Earners 👉 Solo 401k and Small Business Owners🔗 Sean’s Links: 🌐 The FI Tax Guy Blo...2024-08-021h 15
Mark's Money MindLive from CampFI Rocky Mountain Week 2 | Episode 022Join host Mark Trautman and co-host Kevin Sebesta for a special live recording from CampFI Rocky Mountain Week 2 in Colorado Springs.
Explore attendee questions on taxes, investing, retirement and financial independence with insights from Sean Mullaney, the FI Tax Guy, and Travis Hughes of Downshift Financial.
If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line.
Episode Links:
Mark’s Money Mind YouTube channel
CampFI
Kevin Sebesta - Life in FIRE
S...2024-07-241h 10
Mindy On MoneySean Mullaney: Deep Investing QuestionsIn today’s episodes, Sean Mullaney, the FI Tax Guy answers questions from Mindy (and Carl).Please note: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Carl, and the Mindy On Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Is the stock market overvalued?What do you do if you have a high stock concentration?Donor advised funds!Sean's workLinks:Sean Mullaney: https://fitaxguy.com/Macrotrends: https://www.macrotrends.net/Sim...2024-07-1052 min
FI Minded: Achieve Financial Independence & Have Fun Doing ItRetiring Early? How to Withdrawal Money from Your 401(k)Without a Penalty | E141 Sean MullaneyWe always hear the importance of taking advantage of our 401K and IRA accounts. The tax advantages and employer match are too good to pass up on. But is this true for early retirees? If I’m planning on retiring in my 40s, should I be locking my money away in these accounts? How do I bridge the gap between early retirement and 59.5 - the age at which I can withdraw from these accounts penalty-free?Well, the good news is that isn’t 100% true. There are ways to withdraw from these retirement accounts early without paying a 10% pena...2024-05-2246 min
Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen XersEp 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean MullaneySubmit your questions here!This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively plan their retirement savings without the traditional employer-sponsored 401k options. The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Dalene and the Wealthy After Forty podcast do not endorse Sean Mullaney...2024-05-2121 min
ChooseFIAnswering Your Questions on How to Access Money Before 59.5 | Sean MullaneyIn this episode: 72t, Roth 401k’s, Roth IRA’s, The Pro Rata Rule, PUQME, HSA’s, Retirement and Education, and Roth Conversions. In one of our faster update episodes ever, friend of the show Sean Mullaney re-joins Brad to follow up on the episode we published back in February, “How to Access Your Retirement Accounts Before 59.5,” as well answer some of the questions our community had around the subject. We in the FI community know that retiring is an option way sooner than we were originally led to believe, so listen along as Brad and Sean shed some l...2024-05-131h 08
The Soloist LifeFinancial Planning For Soloists with Sean MullaneyYou’ve got a bookkeeper, a CPA, maybe even a CFO/strategic financial resource for your business—when and where does personal financial planning fit in? Advice-only financial planner and author Sean Mullaney walks us through financial planning for Soloists:The types of financial advisors Soloists are likely to encounter—how they work and are compensated (and why that matters).The signs that tell Soloists you’ll likely get value from engaging a personal financial advisor.How to get started and identify potential planners that will meet your needs (and why geography just doesn’t...2024-05-0941 min
Financially Independent TeachersEP 160-Sean Mullaney-FI TAX Guy Discusses Inheritance and Taxes!Send us a textSean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur’s Retirement Account. Sean has discussed personal finance and tax on numerous podcasts, including ChooseFI, The Stacking Benjamins Show, How to Money, and BiggerPockets Money. He has been quoted in media outlets inc...2024-04-1458 min
Modern Husbands PodcastHow Spouses Can Use Retirement Savings to Reduce Their TaxesWelcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.Today we welcome Sean Mullaney who is the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence and has been quoted in media outlets including The Wall Street Journal, The New York Times, and MarketWatch.2024-04-0331 min
Consultants and Money69 - SEP vs Solo 401(k) with Sean Mullaney, CPA Get my Monthly Newsletter here Today Erica is joined by Sean Mullaney, a Los Angeles-based advice-only financial planner and author of "Solo 401k: The Solopreneur Retirement Account". Sean shares his expertise on the differences between SEP IRAs and Solo 401(k)s, the benefits of each, and why most solopreneurs might favor the latter for their retirement savings. Some of the questions they discuss are: What is the difference between a SEP IRA and a Solo 401(k)? How can an advice-only financial planner benefit your retirement planning? Can a Solo 401(k...2024-04-0239 min
The Finance Marketing PodcastThe Art of Building a Personal Brand with Sean MullaneyUnlock the secrets of building a strong personal brand in the finance industry with today's guest, Sean Mullaney—the Plutus Award-winning blogger of FITaxGuy.com. In this episode, you'll learn how to zero in on your target audience and become an authority in your niche. Whether it's starting with a single blog or a gathering of like-minded individuals, Sean's advice is a testament to the power of starting small and scaling as your business grows. From his book on solo 401ks to his growing YouTube channel, Sean leverages each platform in his marketing strategy to foster conn...2024-03-0134 min
BiggerPockets Money PodcastHow to Keep MORE of Your Inheritance From the IRS (Avoid These Tax Mistakes!)With solid tax planning, receiving an inheritance could provide an enormous boost on your journey to financial freedom. One misstep, on the other hand, and you could be lining Uncle Sam’s pockets. Fortunately, we’ve brought on a tax professional to help you keep as much of your newfound money as possible.There are two certainties in life: death and taxes. In this episode of the BiggerPockets Money podcast, we’re combining them. Sean Mullaney, The FI Tax Guy, returns to the show to lend his expertise on inherited investment accounts. Whether you’re the spouse, child, or sibling of a...2024-02-1644 minRisk Parity RadioEpisode 319: Transitioning A Simple FIRE Portfolio, The Pickelhaube Portfolio And More Fun With LeverageIn this episode we answer emails from Robert, MyContactInfo, and Stuart. We discuss growing and transitioning a FIRE portfolio, the drawbacks of too much cash, the Cederburg paper (again) and his Pickelhaube Portfolio, and more fun with leveraged ETFs.Links:Sean Mullaney Podcast re 72(t): How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney | Ep 475 | ChooseFIBen Felix Article re the Cederburg paper: Understanding the role of bonds in retirement portfolios | Advisor.caEarly Retirement Now Critique of the Cederburg Paper: 100% Stocks for the Long Run? - Early Retirement Now...2024-02-1535 minKeep What You EarnRoth vs. Traditional - Which is Better? with Sean MullaneyWelcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of...2024-02-0724 minKeep What You EarnRoth vs. Traditional - Which is Better? with Sean MullaneyWelcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of...2024-02-0724 minKeep What You EarnUnderstanding Retirement Account Options with Sean MullaneyWelcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of...2024-02-0628 minKeep What You EarnUnderstanding Retirement Account Options with Sean MullaneyWelcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of...2024-02-0628 minChooseFI475 | How to Access Your Retirement Accounts Before 59.5 | Sean MullaneyIn this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B's, roth conversion ladders, and the rule of 55. This week we are joined by the “FI Tax Guy” Sean Mullaney to walk through examples and discuss some strategies you could use when accessing your retirement funds early. No matter where you are on your FI journey, there can come a time where retiring early becomes a feasible option, but there can be many stipulations and tax implications that come with withdrawing your funds before the age of retirement. Tune in as we discuss several different options you can...2024-02-0558 min
Machine Learning Archives - Software Engineering DailyAlgolia with Sean MullaneyAlgolia is a platform that provides search as a service. The company was founded in 2012, was part of Y Combinator’s Winter 2014 class, and has become highly popular for integrating modern search functionality into web-facing services.
Sean Mullaney is the CTO of Algolia and has worked at Google X, Stripe, and Zolando. He joins the show today to talk about Algolia, neural search, vector compression, search optimization, and more.
Sean’s been an academic, startup founder, and Googler. He has published works covering a wide range of topics from information visualization to quantum computing. Currently, Sean is Head...2024-01-2349 min
Software Engineering DailyAlgolia with Sean MullaneyAlgolia is a platform that provides search as a service. The company was founded in 2012, was part of Y Combinator's Winter 2014 class, and has become highly popular for integrating modern search functionality into web-facing services.Sean Mullaney is the CTO of Algolia and has worked at Google X, Stripe, and Zolando. He joins the show today to talk about Algolia, neural search, vector compression, search optimization, and more.Sean's been an academic, startup founder, and Googler. He has published works covering a wide range of topics from information visualization...2024-01-2348 min
THRIVE, a Paychex Business PodcastEnhance the Online Search Experience with the Right AIPeople want an online experience where they can easily find what they’re looking for. Algolia provides the AI search tools to help businesses make their content or products more searchable. In fact, if Algolia was a public company, it would be the second-largest search engine in the world behind Google. Sean Mullaney is chief technology officer at Algolia and joins Gene Marks on Paychex THRIVE, a Business Podcast, to share what the company is all about and how they are integrating AI in their efforts to help businesses build better digital experiences for customers.
Topics Include:...2024-01-0315 min
The Personal Finance PodcastThe Pros and Cons of The 529 With Sean MullaneyIn this episode of the Personal Finance Podcast, we're going to talk to Sean Mullaney about why the 529 plan may not be as great as you think.How Andrew Can Help You:
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Learn how to get out of Debt by joining our Free...2023-12-2549 min
How to MoneyTax Planning to Shrink What You Owe w/ Sean Mullaney #758Don’t believe long-term tax planning is crucial? Here’s a new way to think about it: picture having a slow leak in one of your tires. Well if you just noticed your tire looking a bit flat, then of course head to Costco for some free air, get that tire back up to pressure, and move on with your day – it's a quick and effective short-term solution. But also keep in mind that you’ll have to eventually figure out a permanent solution, whether it’s a plug or a new tire that’ll last you for years. You could ke...2023-12-0652 min
BiggerPockets Money PodcastYear-End Tax Planning Tips You NEED to Know Before the 2024 Tax SeasonWith 2024 right around the corner, it’s time for a final year-end tax planning push! There are all kinds of ways to pay less to the IRS, and today’s guest is here to help you save as much money as possible!Welcome back to the BiggerPockets Money podcast! Today, we’re joined by certified public accountant and financial planner Sean Mullaney. In this episode, Sean delivers a thorough breakdown of everything you should be doing to lower your tax burden for not only 2023 but also over your entire lifetime. While there are many moves you can make before this yea...2023-12-0647 min
Personal Finance for Long-Term Investors - The Best Interest529 Plans Aren’t Worth It?! (And Other Important Tax Thoughts) | Sean Mullaney aka The FI Tax Guy - E69Sean Mullaney is the FI Tax Guy (FI = Financial Independence). He’s a financial planner and the president of Mullaney Financial and Tax Incorporated which offers fiduciary, fee-only, and advice-only financial planning. In this episode, Jesse dives deep on capital gains taxes, while Sean and Jesse dissect the Roth vs. Traditional debate, the efficacy of 529 Plans, and how to think about changes to the tax code coming in 2026. Key Takeaways: What are capital gains? How to calculate capital gains, and the taxes on them. The NII tax explained. 10...2023-12-0655 min
Earn & InvestTax Wisdom: Year-End Moves for a Financially Savvy Future feat. Sean Mullaney (The FI Tax Guy)In this insightful episode, join me in a conversation with Sean Mullaney, renowned as The FI Tax Guy, as we delve into the strategic year-end tax moves that can significantly optimize your return. From savvy investment decisions to overlooked deductions, we unravel the practical steps you can take in December to not just meet, but exceed your financial goals. #FinancialWisdom#TaxOptimization#YearEndFinance#FICommunity#SmartInvesting#TaxSeasonPrep#FinancialFreedom#DecemberFinance#OptimizeYourReturn#TheFITaxGuyTips Learn more about your ad...2023-12-041h 02
The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CXEnhancing E-commerce with AI with Sean Mullaney, AlgoliaToday we’re going to talk about enhancing E-commerce with AI by improving personalization, relevance, and the overall customer experience.To help me discuss this topic, I’d like to welcome Sean Mullaney, a former Stripe and Google Executive, who is now Chief Technology Officer at Algolia, which you may or may not know is actually the second largest search engine behind Google, powering more than 1.75 trillion consumer search requests each year.RESOURCESPartnerHero: to waive set up fees, go to https://partnerhero.com/agile and mention “The Agile Brand” during onboarding!Algolia...2023-11-2927 minThe Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CXEnhancing E-commerce with AI with Sean Mullaney, AlgoliaToday we’re going to talk about enhancing E-commerce with AI by improving personalization, relevance, and the overall customer experience.To help me discuss this topic, I’d like to welcome Sean Mullaney, a former Stripe and Google Executive, who is now Chief Technology Officer at Algolia, which you may or may not know is actually the second largest search engine behind Google, powering more than 1.75 trillion consumer search requests each year.RESOURCESPartnerHero: to waive set up fees, go to https://partnerhero.com/agile and mention “The Agile Brand” during onboarding!Algolia...2023-11-2927 min
Catching Up to FIYear End Tax Planning | Sean Mullaney | 045We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back in Episode 013 to discuss the basics of retirement accounts and the tax aspects of those accounts in the accumulation and drawdown years. Sean sits down with Bill and Becky for a second time today to discuss important year-end tax planning, a very timely and important topic. Sean will give us a taste for what we should be thinking about for 2023...2023-11-051h 07
MILMO ShowWhat and How to Use Tax Gain HarvestingIt's the season of tax talk. You’re starting to see more and more news and social media posts to begin preparing for tax season. Me included. I recently saw a post on tax gain harvesting and wanted to learn more about what that is and who should be harvesting. In this episode, Sean Mullaney breaks down tax gain harvesting and how people can use it in their tax planning. We also discuss the importance of going beyond the mentality of tax filing and into tax planning. Sean is an advice-only financial planner and the Pr...2023-10-3032 min
FI Minded: Achieve Financial Independence & Have Fun Doing ItThe Ultimate Retirement Account: Health Savings Account (HSA) | E116 Sean MullaneyWe often hear about 401Ks and IRAs, two incredible retirement planning tools but what if I told you there was a third, secret retirement account that trumps both of these?Today we are discussing the Health Savings Account, or HSA, and why the HSA is not only a financial game-changer for managing your medical expenses but also a powerful tool to build wealth for your future.This episode is a replay of episode 40 where I interviewed Sean Mullaney Financial Planner, and the voice behind FITaxGuy.com. I needed to recast this episode...2023-09-1829 minChooseFI447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean MullaneyIn this episode: financial advisor breakups, I bonds, the 4% rule, second generation FI, Roth IRAs, and the listener mailbag. Breakups are hard, but breaking up with financial advisor can be harder given the minutia that is often involved in doing so. It's good to have friends to lean on in times like this, which is exactly why we have the FI Tax Guy himself Sean Mullaney with us to help! Listen along as he and Brad dip back into the listener mailbag this week and discuss a plethora of topics submitted by YOU the listener! ...2023-07-2457 min
Modern CTOThe Future of AI and Search with Sean Mullaney, CTO at AlgoliaToday we’re talking to Sean Mullaney, CTO at Algolia. We discuss Sean’s entrepreneurial journey that brought him to leadership, why internet search is largely outdated, and how AI is transforming search and bringing us into the future.All of this right here, right now, on the Modern CTO Podcast! For more about Algolia, check out their website: https://www.algolia.com/Have feedback about the show? Let us know hereProduced by ProSeries Media.2023-07-1750 min
Optimal Finance Daily - Financial Independence and Money AdviceMONDAY MASTERY - QCDs and the FI Community by Sean Mullaney of FI Tax GuySean Mullaney of FI Tax Guy discusses QCDs and the FI communityEpisode 2364: MONDAY MASTERY - QCDs and the FI Community by Sean Mullaney of FI Tax GuySean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.Sean is a...2023-07-0313 min
AI Today PodcastAI Today Podcast: Revolutionizing AI-Driven E-commerce Strategy, Interview with Sean Mullaney, AlgoliaIn this episode of the AI Today Podcast hosts Kathleen Walch and Ron Schmelzer get to talk to Sean Mullaney who is the Chief Technology Officer (CTO) at Algolia. We discuss how AI is revolutionizing e-commerce. Sean shares how vectorization is being used to enhance the relevance and personalization of search results for e-commerce businesses.Continue reading AI Today Podcast: Revolutionizing AI-Driven E-commerce Strategy, Interview with Sean Mullaney, Algolia at Cognilytica.2023-06-1928 min
CXOTalk: Leadership, AI, and the Digital EconomyEcommerce Strategy: AI-Powered Search and Discovery#ecommerce #algolia #ecommercebusiness #ecommercewebsite In episode 792 of CXOTalk, we explore AI-powered search and discovery in ecommerce with Sean Mullaney, Chief Technology Officer, of Algolia. Mullaney explains how AI and machine learning can improve customer lifetime value by enabling greater personalization in ecommerce. We also discuss vector search technology and the impact on customer experience.This in-depth discussion presents practical advice from Algolia, the second largest search engine after Google. Watch this episode to understand how to implement these transformative technologies to improve customer loyalty and ecommerce revenue.The conversation includes these topics:► Ecommerce and the pa...2023-06-1228 min
Choose to be CuriousEp. #195: Where Research Begins, with Tom MullaneyWhere does research begin?
Tom Mullaney and Christoper Rae say it starts way before we think it does.
Their book, Where Research Begins: Choosing a Research Project That Matters to You (and the World) is a remarkable book -- a workbook, really.
They provide a curiosity-informed, generative process for finding and really understanding the questions underlying anything you might want to learn more about.
A read both rigorous and delightful - I recommend it!
Tom Mullaney is a Professor of Chinese History at Stanford University, a Guggenheim Fellow, and co-author of Where Research Begins. We had a great time digging...2023-05-1728 min
Catching Up to FILife & Taxes | Sean Mullaney | 013Sean Mullaney is the FI Tax Guy. Like budgets, the B word, taxes, or the T word can be intimidating and generate stress and avoidance. Sean makes tax planning and retirement accounts fun and engaging. We must all play the tax game by the rules and work to pay the least tax allowable under the law. Taxes are one of our biggest costs in life and always remember that what you don't spend, you get to keep. Sean is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial inde...2023-05-071h 10
How AI HappensVector Search with Algolia CTO Sean MullaneyAlgolia is an AI-powered search and discovery platform that helps businesses deliver fast, personalized search experiences. In our conversation, Sean shares what ignited his passion for AI and how Algolia is using AI to deliver lightning-fast custom search results to each user. He explains how Algolia's AI algorithms learn from user behavior and talks about the challenges and opportunities of implementing AI in search and discovery processes. We discuss improving the user experience through AI, why technologies like ChatGPT are disrupting the market, and how Algolia is providing innovative solutions. Learn about “hashing,” the difference between keyword and vector searc...2023-05-0435 min
LIFESTYLE SOLOPRENEURSolopreneurs and freelancers have retirement planning opportunities using a Solo 401(k) account, with guest Sean Mullaney Sean Mullaney is a financial planner and author of the recently released book Solo 401(k): The Solopreneur's Retirement Account. Note: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Flavia Berys and the Lifestyle Solopreneur podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Always do your own diligence.2023-03-2324 min
Bogleheads® LiveSean Mullaney: Tax Law Changes for FIRESean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.Show NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads® Live with J.L. Collins: Episode 19"SECURE 2.0 and the FI Community" blog post"Two SECURE 2.0 Takeaways for the FI Community" videoclip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"The Advantages of Living on Taxable Assets First in Early RetirementJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBoglehead...2023-03-1331 minChooseFI421 | Secure Act 2.0 Deep Dive | Sean MullaneyIn this episode: taxes, the secure act 2.0, the best news, roths, 529's, catch-up contributions, and the new options you have. On December 29th 2022, Joe Biden signed into law the Secure 2.0 Act. As this law may have ramifications on your retirement tax planning, to stay ahead of the curve we decided to have The FI Tax Guy Sean Mullaney back on the show to discuss what this law is and ways one may be able to approach and utilize it going forward with there retirement planning. While laws and regulations may change, staying prepared and aware can keep...2023-01-2343 min
Accelerated Real Estate Investor334: How Solopreneurs Can Take Control of Their Retirement with Sean MullaneyIf you are (or were) a W-2 worker, your company probably gave you the option to enroll in a retirement account. Ideally, they matched it, managed it, and made it easy for you to sign up and make contributions. If you’re an entrepreneur, saving for retirement isn’t quite as simple. Which means you’ve got to take control of your own retirement–but this creates additional opportunities to save on taxes and put away more money for the future. That’s why I’m excited to introduce you to Sean Mullaney. Sean is the presiden...2022-12-2024 min
Business Creators Radio Show with Adam HommeyRecession-Proofing Your Retirement, With Sean Mullaney
Often, we stay in draining jobs for all the wrong reasons – stability, a regular paycheck, reliable 401(k) contributions being three of the top reasons talented people don’t venture out on their own.
Financial planner, Sean Mullaney, wants to help stop the cycle of would-be solopreneurs staying in restrictive corporate jobs by offering one simple piece of stress-relieving advice: open a solo 401(k) plan, and now.
Sean’s new book, Solo 401(k) (out Oct 4th), sheds light on the practical financial pathway to retirement that is so often slept on by both solopreneurs and those dreami...2022-12-0830 minBusiness Creators Radio Show With Adam HommeyRecession-Proofing Your Retirement, With Sean Mullaney
Often, we stay in draining jobs for all the wrong reasons – stability, a regular paycheck, reliable 401(k) contributions being three of the top reasons talented people don’t venture out on their own.
Financial planner, Sean Mullaney, wants to help stop the cycle of would-be solopreneurs staying in restrictive corporate jobs by offering one simple piece of stress-relieving advice: open a solo 401(k) plan, and now.
Sean’s new book, Solo 401(k) (out Oct 4th), sheds light on the practical financial pathway to retirement that is so often slept on by both solopreneurs and those dreami...2022-12-0830 min
MILMO ShowPicking the Best Tax Basket for Your AssetManaging your money goes beyond spending less than you make and saving money. You also want to get the most out of every dollar you work your butt off for. Using tax advantage accounts is one way to squeeze the most out of your money. But how do you know where to put which dollar? In this episode, I talk with Sean Mullaney about picking the best tax basket for your different types of assets. Sean is a financial planner and CPA licensed in California and Virginia. He operates a solo financial planning firm in Ca...2022-12-0540 min
Two Sides of FITax Strategies on FIRE: Financial Independence / Retire EarlyDo you worry about taxes and how they impact your financial goals? Whether you're on a FIRE path or retiring traditionally, there are many critical tax topics to consider. In this episode, Jason talks with financial planner and CPA Sean Mullaney, creator of The FI Tax Guy blog. We talk about common tax misunderstandings, the power of solo 401(k) accounts, Roth conversions, and tax loss harvesting. Check out the link below for the show notes including all the content we mentioned in the episode.
Show notes: https://twosidesoffi.com/fitaxguy
Sean's book: "Solo 401(k): The...2022-12-0444 min
Gentleman SpeculatorTax Planning Mentality, BTC in a 401(k), Mitt's Massive IRA | Sean MullaneyIn this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:- The Tax Planning mentality- Writing a book to standout as an expert- Is Bitcoin in a 401(k) even a good idea?- What Romney SHOULD have done with his huge IRAOutro: https://www.youtube.com/watch?v=ZOaj1TCMowsSubscribe to emails at https://www.gentlemanspeculator.com/ Andy Flattery is the Owner of Simple Wealth Planning...2022-11-2345 minChooseFI409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean MullaneyIn this episode: w2 employment to self-employment, s-coporations vs self-employment, avoiding penalties, megas backdoor roths, retirement planning, and health insurance. Most of us are familiar with a W2 job, and there is a certain level of convenience that comes with working a W2 job as it relates to retirement planning and taxes. So much so that it can be daunting to want to embark out on your own journey and have to figure it all out on your own. This week we are re-joined by our “in-house tax expert” Sean Mullaney to discuss the tax and retirement sphe...2022-11-181h 09
Mom Inspired Show with Amber SandbergBuilding personal wealth with your side hustle: Sean Mullaney: 314Do you feel like you don't make enough in your business to invest in your retirement?
Today, we have financial planner Sean Mullaney on the show to talk about investing in our retirement. If you have a side hustle, a gig or a full on business this will make you think more about building your personal wealth. Sean shares with us a high level of the best options for retirement savings account for solopreneurs. He also discusses ways to reduce taxes and how his book helps navigated, and optimize 401k with tax planning. Hear what we have to say about th...2022-11-1534 min
Earn & InvestThe Seven Rules of the Road for Tax Advantaged Accounts w/ Sean MullaneyWe discuss with Sean Mullaney The Seven Rules of the Road for Tax Advantaged accounts. He discusses these and more in his new book Solo 401K. Find out how we maximize your tax deductions, defer paying taxes for the long term, and plan for future withdrawals and even RMDs. Learn more about your ad choices. Visit megaphone.fm/adchoices2022-11-0357 min
The Stacking Benjamins ShowTaking Control When Opportunity Knocks (with Patrice Washington & Sean Mullaney)When opportunity knocks, will you answer? Having a dream is one thing but making it a reality is another, especially when money is involved. Sometimes that opportunity comes in the form of coaching, and we're joined by one today! Patrice Washington is one of three financial coaches on a new PBS series, Opportunity Knock$, that helps struggling families find resources and reach their financial dreams. Patrice joins us today to share the story of one woman she helped coach throughout the show. PBS also put together an entire resource guide to help find local help near you....2022-11-021h 09Bogleheads® LiveSean Mullaney on solo 401(k)s for solopreneursSean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles, discussing the mega back-door Roth solo 401(k), back-door Roth IRA contributions, the pro-rata rule, and more.Show NotesBogleheads® Live #11 with Sean Mullaney and Cody Garrett: FIRE Taxes'8606' on FITaxGuy.comSolo 401(k): The Solopreneur's Retirement AccountSolo(k) Trap by Sean MullanyQBI Deduction-Reduction by Jeff Levine on Kitces.comJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bo...2022-10-3145 min
FILIGHTER Podcast with LamboSean Mullaney – Solo 401(k): The Solopreneur’s Retirement AccountEpisode 16 Sean Mullaney – FI TAX GUY – SOLO 401(k): The Solopreneur’s Retirement Account Episode 16 Show Notes--> Book Link on Amazon SOLO 401(k) The Solopreneur’s Retirement Account FIRE Tax Strategies for Beginners: https://fitaxguy.com/top-four-tax-moves-for-financial-independence-beginners/ QBI Deduction for Beginners: https://fitaxguy.com/section-199a-for-beginners/ Sean's Twitter: @seanmoneyandtax Sean's Website: FITaxGuy.com Sean's YouTube Channel: Sean Mullaney - YouTube Other Mention: CampFI Southwest October 7-10, 2022 Disclaimer: The discussion is intended to be for general educational purposes and is not tax, l...2022-10-041h 11Mile High FI PodcastCPA Sean Mullaney and Solo 401(k)s | MHFI 114Doug and Carl interview CPA Sean Mullaney. They talk about IRAs, 401(k)s, and Hawaii.
IRAs, 401(k)s, oh my!
– How Sean met his wife twice
– An overview of IRAs and 401(k)s
– What is a solo 401(k)?
– SEP IRA versus solo 401(k)
– Solo 401(k) mistakes
More about Sean
– Mullaney Financial
– Sean’s new book
– Sean’s best day
Links
Financial Planning | Mullaney Financial & Tax | United States
Solo 401(k) Book
Support Us!: Mile High FI Collection
Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or i...2022-09-271h 11Mile High FI PodcastCPA Sean Mullaney and Solo 401(k)s | MHFI 114Doug and Carl interview CPA Sean Mullaney. They talk about IRAs, 401(k)s, and Hawaii.
IRAs, 401(k)s, oh my!
– How Sean met his wife twice
– An overview of IRAs and 401(k)s
– What is a solo 401(k)?
– SEP IRA versus solo 401(k)
– Solo 401(k) mistakes
More about Sean
– Mullaney Financial
– Sean’s new book
– Sean’s best day
Links
Financial Planning | Mullaney Financial & Tax | United States
Solo 401(k) Book
Support Us!: Mile High FI Collection
Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or i...2022-09-271h 11Mile High FI PodcastCPA Sean Mullaney and Solo 401(k)s | MHFI 114Doug and Carl interview CPA Sean Mullaney. They talk about IRAs, 401(k)s, and Hawaii.
IRAs, 401(k)s, oh my!
- How Sean met his wife twice
- An overview of IRAs and 401(k)s
- What is a solo 401(k)?
- SEP IRA versus solo 401(k)
- Solo 401(k) mistakes
More about Sean
- Mullaney Financial
- Sean's new book
- Sean's best day
Links
Financial Planning | Mullaney Financial & Tax | United States
Solo 401(k) Book
Support Us!: Mile High FI Collection
Disclaimer: The discussion is intended to be for general...2022-09-271h 11
Stock ShowdownFlying Solo: Understanding the Solo 401KIn this episode I sat down with Sean Mullaney. Sean and I discuss the current state of the economy and how entrepreneurs can protect themselves with investment opportunities within a Solo 401K. The book drops on October 4th, so make sure you get your copy to learn more.
Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual.2022-09-2622 minBogleheads® Live#FIRE Taxes; Tax Planning for Early RetireesSean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.Show NotesSean MullaneyCody GarrettEarly Retirement and Social SecurityBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.2022-07-1148 min