The Tax & Money Podcast

You’ve probably heard the claim that billionaires have lower effective tax rates than most “normal” people. Is that actually true? In this episode, tax attorney Megan Robin breaks down one of the most misunderstood parts of the tax system and explains why high-earning professionals, like lawyers, can sometimes face higher tax rates than people with vastly more wealth. The answer isn’t a secret loo...

Want your charitable dollars to go further? In this episode, Megan Robin reveals how the new 2026 tax rules change the way you give. From the small-but-mighty $1,000/$2,000 deduction for non-itemizers, to the new floors and caps on large gifts, Megan uses clear examples to show how tax strategy impacts generosity. You’ll also learn about giving appreciated stock, how retirees can give directly fro...

Intimidated by the world of investing? Don’t worry—I’ve got you covered! Join me as I break down the basics of investing in plain language. Learn what it means to own a stock, how dividends work, and how to allocate and rebalance your portfolio. I’ll also explain what index funds and ETFs are and how they can fit into your investment strategy. Whether you’re just starting out or want to brush up o...

When most people hear "diversification," they think it means owning a mix of stocks, bonds, ETFs, and mutual funds. But that’s only part of the story—and relying solely on Wall Street investments could leave your portfolio vulnerable. True diversification goes beyond traditional investments to include multiple income streams, real estate, liquid assets, and tax-smart strategies. As a California ta...

In this episode, Megan Robin, J.D., Tax LL.M., explains what bonds are, the difference between a bond and a bond fund, how rising and falling interest rates affect bonds, the historical performance of bonds, and how to decide if bonds are right for your portfolio.   https://www.meganrobin.com/

Discover how Warren Buffett’s famous $1 million bet proved that a low-cost S&P 500 index fund could outperform elite, actively managed hedge funds. Learn what this means for small business owners and why boring, disciplined strategies often win over flashy, high-fee alternatives.

Ever wondered why some people pay less tax than others, even with similar incomes? In this episode, Megan Robin, J.D, Tax LL.M., breaks down how the tax system works, exposes the dangers of tax evasion schemes, and shows you how to build a smart, legal tax strategy for your California business. https://www.meganrobin.com/