148. How taxes work when investing outside retirement
Description
"...But what about the taxes??"
In this episode, I’m breaking down exactly how taxes work when you invest through a brokerage account, especially if you’re building wealth outside of retirement.
If you’ve ever asked:
➡️ “What are the taxes like on a brokerage account?”
➡️ “Will I owe a big tax bill if my investments grow?”
➡️ “Is a brokerage account even worth it if I have to pay taxes?”
...this episode is for you.
We’ll cover:
✅ The difference between earned vs. unearned income
✅ How dividends and capital gains are taxed
✅ When you do and don’t owe taxes (spoiler: not when your investments go up)
✅ Why brokerage accounts are still powerful even if they’re taxable
✅ How I passively made $7,000 in six months and how taxes didn’t stop that win
Whether you’re worried about getting hit with surprise tax bills or just want to make a smart move with the money sitting in your HYSA, this episode will help you understand what’s actually true, so you can grow your money with confidence.
💸 Want a custom investing strategy that takes the guesswork out?
Book a free 1:1 call and let’s map it out:
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