Hidden Money Podcast

In this episode, Mike and Kevin dive into the untold realities of entrepreneurship—late nights, high stakes, and why business ownership isn’t as glamorous as it looks. Over a world-class bourbon, they break down the importance of balancing business, family, and the not-so-obvious challenges of leadership. They also dig into politics, tax law changes, and the value of healthy debate in today’s worl...

Are you overpaying the IRS without even knowing it? This episode of The Hidden Money Podcast, Mike and Kevin uncover the biggest tax mistakes small business owners, freelancers and gig workers make and how you can fix them fast. We’re breaking down real-world self-employed tax planning strategies to help you unlock hidden tax savings and protect your income. Learn how an S-Corp can cut your self-e...

Welcome to the very first episode of Hidden Money Unleashed , the podcast where CPAs Kevin Schneider and Mike Pine throw out the rulebook (and crack open the bourbon) to talk candidly about tax planning, entrepreneurship, and what it really means to find “hidden money” in your financial life. In this episode, you’ll hear: The unconventional path from fly fishing guide to CPA What it’s like to navi...

How can you retire rich—without relying on Social Security or Wall Street alone? In this episode of Hidden Money, CPAs Mike Pine and Kevin Schneider dig deep into retirement planning strategies for every age and stage of life. They cover everything from 401(k)s vs Roth IRAs, the power of compound interest, tax-free Roth conversions, real estate strategies, and even how to avoid penalties when tapp...

Got a tax refund or big savings from your CPA? Don’t let that money sit idle. High-income W-2 earners have a unique opportunity to turn tax season into a launching pad for long-term wealth—and CPAs Mike Pine and Kevin Schneider are here to show you how. In this episode of the Hidden Money Podcast, we break down how to: Use your refund to buy tax planning that lowers next year’s taxes Leverage stra...

What’s really in the House Republicans’ sweeping new tax proposal? And how could it impact your financial strategy? In this episode, CPAs Mike Pine and Kevin Schneider unpack the 2025 new tax bill for you. From tax-free tips and revived bonus depreciation to expanded 529 uses, raised SALT caps, and proposed cuts to clean energy incentives, they break down what matters and what’s missing. Whether y...

CPAs Mike Pine and Kevin Schneider unpack the real difference between a tax preparer and a tax strategist. On this Hidden Money episode, learn how even W2 earners can slash taxes. Find out how one client saved $300K, how to interview the right CPA, and why Tax Day can be a Win! Instagram: ht tps://www.instagram.com/hiddenmoney.podcast/ Facebook: https://www.facebook.com/hiddenmoney.podcast YouTube...

Gold, silver, and financial uncertainty—should you invest? Precious metals expert and founder of American Gold Exchange, Dana Samuelson, joins Mike and Kevin to discuss market trends, tax implications, and smart investment strategies. Discover how gold protects wealth, why central banks are stockpiling, and whether to diversify your portfolio with precious metals investment. Don't miss these key i...

The new US government’s sweeping legislative changes has brought a whirlwind start to 2025. Whether these changes will help the US economy, or hurt it, only time will tell. However, what is certain is the uncertainty everyone is feeling, especially business owners. With tax season on everyone and documentation already in process, should you wait to file in case tax laws change, or should you go ah...

With Trump’s entry into the White House for the second time, CPAs Mike Pine and Kevin Schneider look ahead to foresee changes in tax law and government policy that may be coming. They give expert advice on what to expect that will help you be ready ahead of time to leverage the tax code to minimize possible liabilities, and continue to build wealth by paying less in taxes. Disclaimer: The content...

Get a peek into the possible financial future. Mike and Kevin discuss the impact of coming administrative changes on current tax law and business, and what would be best for the US economy. Get an insider’s peek and learn how to leverage incentives for your business growth. Stay ahead in volatile times, possible shifts in the tax landscape, and optimize your financial outcomes. Disclaimer: The con...

A collection of different tax strategies, all in one episode for your convenience! Mike and Kevin share some of the best and most effective tax strategies, and then, some which are surprisingly innovative. This is a great episode to bookmark and come back to every time you want a quick brainstorm of tax strategies you can leverage for your year’s tax planning. Disclaimer: The content of this podca...

Defer tax all your life!  As a tax strategy, it's not as far-fetched as it sounds, and 1031 exchanges are the way to do it. In this episode, we talk with Dave Foster, founder and CEO of The 1031 Investor. He provides excellent advice, practical solutions to hurdles and key insights, in addition to true case-stories, to help real estate investors master this amazing tool in the tax code to defer ta...

Here are 2 accounting truths on which business growth stands: Bookkeeping is necessary, not a necessary evil. The tax code helps to save money, not drain it. Bad bookkeeping and tax planning can shut down your business. But you can’t be your own CPA and bookkeeper without burning out! In this episode, we talk with accounting guru Matt Nelson, and we’ll share insights into bookkeeping, and the solu...

The government has mandated the submission of the new Corporate Transparency Act’s Beneficial Ownership Information (BOI) report. And added hefty fines and jail time for non-compliances. Only certain categories of businesses are exempt. If you’re a business owner, you definitely want to know if you’re liable to file this report or not. In this episode, we talk with Matt Risenmay of CTA Integrity....

Lie - The IRS is my enemy! The more I earn, the more I lose to taxes. Truth - The tax code is a wealth blueprint that my CPA can use to plan and build my wealth. In this episode, CPAs Mike Pine and Kevin Schneider break the fear of the IRS and the tax code, and reveal what tax advocacy is really all about. Listen to real stories, insights and key advice that can transform your fearful tax-planning...

Welcome to Season 3! The revolution is here! The tax code is your map for wealth-building and your CPA is your financial partner! In this episode, CPAs Mike Pine and Kevin Schneider unveil the transformation of their tax firm Pine & Co. CPAs into Revo Taxpayer Advocacy. They’re revolutionizing the approach to tax planning, moving away from traditional CPA roles to become proactive tax-planning...

Did you know your retirement account funds could drastically go down if the stock market crashed right before you started drawing them? When you’re over 70 years old, will you have time and energy to start working again? Well, Rollovers as Business Startups (ROBS) allows you to legally do what SelfDirected IRAs don’t - Leverage your retirement account to generate income you can actively use withou...

Multifamily investments have been disrupted in the last two years, but the only answer to that is continuing diversification. What if you could be assured of a real estate investment option that yields consistent cashflow, no matter what? And what if you could have flexibility to leverage even with fluctuating interest rates? In this information-packed episode of the Hidden Money Podcast, Adam Rob...

Everyone wants affordable housing. And the demand never runs out! Mobile homes are way more affordable than regular housing, and investing in mobile home parks can be a very successful long-term investment, if you do it wisely. In this episode of the Hidden Money Podcast, we talk with Jarrid Cavanaugh of Affinity Asset Group, whose wide experience with mobile home parks and honest, insightful answ...

The IRS’ goal is not to suck up your hard-earned money, but to encourage stewardship of it. That’s why the tax code is designed to help businesses and build the economy. But not everyone understands this. Or knows how to responsibly use the tax code to build their financial future. That doesn’t have to be you! In this episode of the Hidden Money Podcast, Mike Pine and Kevin Schneider share case ex...

No one knows how to leverage tax hacks better than the ultra-rich! This is your chance to learn from them! In this episode of the Hidden Money Podcast, Mike and Kevin discuss real case studies of clients who successfully pursued their passion by leveraging the tax code, legally, using strategies from the tax playbook of millionaires. Disclaimer: The content of this podcast is not legal advice and...

There is an insane amount of money being spent on lifestyle by people who have enough to make that choice. No wonder the short-term rental market boomed. And with booms comes saturation as everyone jumps onto the bandwagon to make their own bit, and now the competition is insane. But no worries. In this Hidden Money Podcast episode, we talk with Shawn Moore of Vodyssey, a short-term rental expert...

Black Gold! Oil and Gas investment is high-reward on both ROI as well as incentives, and also high-risk both for investors as well as producers. In today’s volatile market when everyone is looking for stable returns, is this the right place for you as an investor to diversify your portfolio? In this episode of the Hidden Money Podcast, we talk with RJ Burr of Panex Panther Explorations, an oil gur...

Tax and financial scams exposed! Ever felt the shock and horror when you discover that you’ve been scammed? Or deepfaked? Today’s digitalized environment has triggered cybercrime, digital fraud and AI-enhanced scamming at an unimaginable rate. And you could easily be the next victim… if you haven’t already! In this episode of the Hidden Money Podcast, Mike and Kevin share their concern and strongl...