In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sit down with Karlton Dennis to learn more about tax-saving strategies.The strategies shared by Karlton Dennis is this episode can be applied no matter how much you make, as everyone's personal finance situation is different. They also discuss a handful of the most consequential tax code updates from the One Big Beautiful Bill passed on July 4, 2025. ---💰 Earn 1% on all IRA contributions and 401(k) rollovers on Pu...
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sit down with Karlton Dennis to learn more about tax-saving strategies.
The strategies shared by Karlton Dennis is this episode can be applied no matter how much you make, as everyone's personal finance situation is different.
They also discuss a handful of the most consequential tax code updates from the One Big Beautiful Bill passed on July 4, 2025.
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💰 Earn 1% on all IRA contributions and 401(k) rollovers on Public! That's $1,000 in free money for every $100,000 you rollover. Click here!
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Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 7/21/25, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
Hankwitz Group LLC has an existing business relationship with NEOS Investment Management LLC. The opinions expressed are those of the author, and the author owns several NEOS ETFs.
