Free Daily Podcast Summary
Hidden Money Podcast: Daily Summaries Delivered
by Mike Pine and Kevin Schneider
In the Hidden Money podcast, you'll learn how you can legally use the tax code to your financial advantage. There’s wealth inside the tax code. Taxes aren’t the enemy. Most people hate taxes (and pay more than they should). But when you view taxes only as an evil expense, you miss out on legal ways to grow your wealth. Unlock the secrets to saving tax and building wealth with the Hidden Money Podcast! Hosted by Mike Pine and Kevin Schneider.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago31 min
Careers at Revo
Kevin and Mike turn the mic on their own firm: the four values behind the Revo name, the staffing model built on excess capacity and a 50-hour ceiling, why half of revenue goes to the team, and the new Grapevine, Texas headquarters. If you’re a CPA who thinks outside the box, this episode is the job posting.Careers page: https://www.revotaxpayer.com/careers?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e21-careers-at-revo&utm_content=show-notesConnect With Us• Website: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e21-careers-at-revo&utm_content=show-notes• Facebook: https://www.facebook.com/revotaxpayer/• Instagram: https://www.instagram.com/revotaxpayer/• LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy• YouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Introduction[00:30] A revolutionary history[02:50] R is for Relationship[05:00] E is for Excellence[05:45] V is for Values[07:00] The hiring bar[08:15] O is for Out-of-the-box[10:30] The new Grapevine HQ[11:30] Why in-person to start[14:45] The staffing philosophy[16:45] The attrition trap[19:45] Excess capacity by design[21:15] Where the money goes[24:00] The mission[25:25] Family first[26:45] The insurance decision[28:30] Above-market pay, smaller-firm life[29:30] Who should apply[30:30] How to apply
- 1 weeks ago34 min
Tax and AI
Mike and Kevin sit down with Jake Jordan for a practical conversation about AI: what it actually is, how to use the tools you already own, and how to chain them into systems that work for you. Along the way they uncover the tax angle, R&D credits that help pay for AI adoption, and the cautions every taxpayer needs around accuracy and data security.Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e20-tax-and-ai&utm_content=show-notes#contact-1Take our 5 minute tax assessment: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e20-tax-and-ai&utm_content=show-notes#taxassistantConnect With Jake• Website: https://lamplightcircle.com• Contact: jake@lamplightcircle.comConnect With Us• Website: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e20-tax-and-ai&utm_content=show-notes• Facebook: https://www.facebook.com/revotaxpayer/• Instagram: https://www.instagram.com/revotaxpayer/• LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy• YouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Welcome + deadline reminders[01:00] The Irish farmer and the Industrial Revolution[04:00] What AI actually is[05:30] General intelligence, and the AI already inside your tools[07:00] Kevin's experiment: AI watched five years of presentations to find the most-asked questions[08:30] The "Kevin bot" idea: turning years of content into a client-facing assistant[09:30] Why AI gets things wrong[11:00] Google is AI-first now [13:00] Your inbox is an underused tax tool [14:30] From queries to systems[19:30] The caution [20:30] The hidden money[23:30] Jake's advice: "vibe coding" and why there's no excuse not to try something[24:30] AI and healthcare[25:30] Clients running tax returns through AI[27:30] Security[30:30] Wrap-up + how to connect with Jake Jordan
- 2 weeks ago34 min
What I Would Tell My Young Investor Self 10 Years Ago
On this episode Mike and Kevin take a time machine back to their own early investing years and lay out, in specific dollar terms, everything they'd do differently, from the house Mike was too scared to buy to the oil and gas deal that turned out to be a Ponzi scheme. Along the way they break down fixed vs. variable debt, tax-advantaged real estate, and why the tax code rewards people willing to take a calculated risk.Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e19-young-investor-self&utm_content=show-notes#contactTake our 5 minute tax assessment: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e19-young-investor-self&utm_content=show-notes#resourcesConnect With UsWebsite: https://www.revotaxpayer.com/Facebook: https://www.facebook.com/revotaxpayer/Instagram: https://www.instagram.com/revotaxpayer/LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacyYouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Introduction [00:02] Real estate regrets begin[00:05] Don't try to time the market [00:07] Kevin's first home and the first-time buyer credit [00:09] Buying a commercial property against their own tax practice[00:11] Debt is dessert[00:12] The 10X leverage example[00:13] Fixed vs. variable debt[00:15] The oil and gas investment that became a Ponzi scheme [00:17] Kevin's grandfather's investing rule[00:19] Why CPAs are bad at following their own advice [00:21] Tax-advantaged real estate vs. stock dividends[00:23] Maxing your 401(k) match[00:24] Don't be scared[00:27] The oil and gas tax math[00:28] Why the tax incentive exists[00:31] Closing thoughts
- 3 weeks ago17 min
Let the IRS Help Pay for Your Family's Travel
In this episode Mike and Kevin walk through one of the most misunderstood lines in the tax code: business travel. Using real trips from their own year, a due diligence seminar in Cancún, a partner retreat in Colorado, and a scouting trip for a short-term rental in Maine, they break down exactly what makes travel ordinary and necessary, where the line is between managing a business and merely dreaming about one, and how much of your next trip the IRS actually ends up paying for.Get in touch → https://www.revotaxpayer.com/consultation?utm_medium=podcastConnect With UsWebsite: https://www.revotaxpayer.com/Facebook: https://www.facebook.com/revotaxpayer/Instagram: https://www.instagram.com/revotaxpayer/LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacyYouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Introduction[00:01] The Cancún trip[00:04] The partner retreat[00:07] Managing rental property[00:08] Expanding a short-term rental business[00:09] The line that matters[00:10] Where the IRS looks hardest[00:12] How much the IRS actually "pays" for your trip[00:13] Vehicles count too[00:14] Legal, legitimate, and a form of good stewardship
- Jun 30, 202623 min
Tax Planning and Tax Preparation: What's the Difference?
Most people hand their CPA a stack of documents once a year and call it done. But there are actually two separate conversations that should be happening, and most high earners are only having one of them.In this episode of the Hidden Money Podcast, Mike Pine and Kevin Schneider use an Elon Musk clip as a jumping-off point to break down the real difference between tax preparation (filing what already happened) and tax planning (strategic decisions made before the tax event). Whether you're a business owner, a W-2 exec, or someone who's always assumed their big tax bill was just the price of success: this one's for you.Get in touch → https://www.revotaxpayer.com/consultation?utm_medium=podcastConnect With UsWebsite: https://www.revotaxpayer.com/Facebook: https://www.facebook.com/revotaxpayer/Instagram: https://www.instagram.com/revotaxpayer/LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacyYouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Introduction[01:01] The Elon Musk Clip[04:03] Tax Shelters vs. the Tax Code[08:34] Planning vs. Preparation Defined[11:00] The 90% Problem[13:00] ROBS[14:30] The Power of Compounding[15:33] Start Early[18:00] Catching Up[20:45] Next Steps
- Jun 23, 202620 min
Tax savings does not always mean a refund
Most people assume a tax refund means their CPA did a good job. Mike and Kevin are here to tell you otherwise.In this episode, they break down the real difference between a tax refund and genuine tax savings... and why getting money back in April might actually be a sign you’ve been overpaying all year. They walk through the safe harbor strategy, share a real client example of $700K in income with a $10K tax bill, and make the case that the same tax code the ultra-wealthy use is available to anyone with the right strategist in their corner.Don't overpay! Let us help you plan and save instead → https://www.revotaxpayer.com/consultation?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e16-tax-savings-not-refund&utm_content=announcementConnect With UsWebsite: https://www.revotaxpayer.com/Instagram: https://www.instagram.com/revotaxpayer/LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacyYouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Introduction — Is Your Tax Refund Actually a Bad Sign?[00:36] The Interest-Free Loan — What a Refund Actually Means[01:32] Trump’s Tax Returns and Why They’re Not Controversial[04:48] Teaching the Government to Budget (Like Kevin’s Daughters)[07:19] Getting Back to the Point: Refund ≠ Good Tax Planning[09:09] Safe Harbor Explained — The Smart Way to Handle Estimates[11:32] The Money Market Hack That Paid an Entire Salary[12:36] The Sales Call Moment: “$186,000 Left on the Table”[14:04] You Don’t Need to Know the Tax Code — You Need Someone Who Does[15:40] The Elon Musk Thought Experiment[17:47] Closing and CTA
- Jun 16, 202627 min
Big Wins
Most people think tax savings are reserved for the ultra-wealthy. In this episode, Mike Pine and Kevin Schneider pull back the curtain on their biggest client wins from this filing season: real numbers, real strategies, and a clear picture of what proactive tax planning can do for high earners who are willing to be proactive and start before December.If you want to save, like the taxpayers we mentioned in this episode, reach out today! 🔗 https://www.revotaxpayer.com/consultation?utm_source=revo-taxpayer&utm_medium=linkedin&utm_campaign=s4e15-big-wins&utm_content=show-notesConnect With UsWebsite: https://www.revotaxpayer.com/Facebook: https://www.facebook.com/revotaxpayer/Instagram: https://www.instagram.com/revotaxpayer/LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacyYouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00:00] Introduction — What is proactive tax planning, and why does it matter more than tax preparation?[00:01:23] Big Wins by the Numbers — Mike reads through the top-15 client savings list from this season, with the lowest win coming in at over $100,000.[00:06:51] Why You Need a Tax Strategist, Not a Tax Preparer — The difference between an IRS traffic cop and a true tax advocate, and why most CPAs never reach out until January.[00:11:36] Section 1202: The $700K Win — How one HVAC business owner discovered he could sell his company completely tax-free — after he'd already assumed he owed $700,000.[00:14:11] Opportunity Zones & Rural Opportunity Zones — A tech worker sitting on a major stock gain finds a legal path to shelter and eventually eliminate that gain by investing in Broken Bow, Oklahoma.[00:19:20] Step-Up in Basis & Estate Planning — Two cases where inherited assets carried far less tax liability than clients expected — once someone actually looked.[00:23:25] The Alternate Valuation Date Case — A CPA's missed estate filing cost a client dearly, and how catching it after the fact still saved the day.[00:24:59] The Bottom Line — Six months left in the year. Why now is the time to act, and what to look for in a tax advocate.
- Jun 9, 202622 min
Golf Course PPA
In the latest episode of the Hidden Money Podcast, Mike and Kevin walk through one of the most creatively structured deals of Mike's twenty-six-year tax career: a golf course acquisition where purchase price allocation under IRC 1060 produced extraordinary depreciation for investors, multiple investor classes were structured to accommodate different investor needs, and a neighboring hotel and marina were contributed into the deal tax-free under IRC 721.If you're a syndicator or real estate investor wondering how to stand out in a tough market, this is definitely required listening.Connect With UsWebsite: https://www.revotaxpayer.com/Facebook: https://www.facebook.com/revotaxpayer/Instagram: https://www.instagram.com/revotaxpayer/LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacyYouTube: https://www.youtube.com/@HiddenMoneyPodcastChapters[00:00] Introduction — Mike previews the golf course deal and why he's never been more excited about a client project[00:47] Setting the stage — Kevin and Mike describe how the initial call came in before the offer was submitted[01:25] The client — Josh, a syndicator at Accountable Equity who builds high-end resort destinations[02:24] The key lesson — Why calling your CPA before you make an offer is worth millions[03:11] The golf courses — Two high-end courses being purchased together[05:26] IRC 1060 and the PPA opportunity — How Mike realized this was a purchase price allocation deal, not just a cost seg[07:50] What's really under the grass — Drainage systems, bunker retaining infrastructure, composite greens sub-bases[10:00] The numbers — Why the allocation exceeded the 30% investors were originally expecting[11:30] Negotiating with the seller — The seller's tax director, the recapture question, and why it worked[13:00] Investor classes — Designing different return structures for different investor needs[16:30] The hotel and marina — Josh's resort plan and the financing challenge[17:30] IRC 721 contribution — How the hotel and marina owners joined the deal tax-free[19:00] Career highlight — Mike calls this a top-five moment in his twenty-six-year career[19:57] Wrap-up and CTA for syndicators
Get Hidden Money Podcast summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
How to Money
Two friends break down personal finance topics like debt payoff and investing in simple, practical terms for everyday listeners.
Money Guy Show
Teaches wealth-building strategies to help listeners grow their assets and achieve financial goals efficiently.
BiggerPockets Money Podcast
Personal finance strategies focused on achieving financial independence and early retirement through practical, real-world advice.
NerdWallet's Smart Money Podcast
Personal finance experts break down budgeting, saving, investing, and credit to help listeners make informed money decisions.
Motley Fool Hidden Gems Investing
The Motley Fool
Your Money Guide on the Side
A podcast explaining personal finance and investing with expert guests and practical advice for beginners and experienced listeners.
Financial Heresy
Joe Brown explains how the financial system works and shares investment strategies for building wealth in uncertain economic times.
The MORE Show
A real estate investor shares systems and interviews successful peers to help listeners build wealth through property investing.
Afford Anything | Get Smarter With Money
Discusses personal finance, investing, and life tradeoffs with experts to help listeners make intentional decisions about money and freedom.
The Iced Coffee Hour
Candid conversations with diverse guests about their life journeys, successes, finances, and personal insights.
All the Hacks: Money, Points & Life
A practical guide to maximizing happiness and savings through life, money, and travel hacks with expert guests.
Other People's Pockets
A show that explores personal finances by having guests openly discuss their income, spending, and money habits.
About Hidden Money Podcast
In the Hidden Money podcast, you'll learn how you can legally use the tax code to your financial advantage. There’s wealth inside the tax code. Taxes aren’t the enemy. Most people hate taxes (and pay more than they should). But when you view taxes only as an evil expense, you miss out on legal ways to grow your wealth. Unlock the secrets to saving tax and building wealth with the Hidden Money Podcast! Hosted by Mike Pine and Kevin Schneider.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Hidden Money Podcast in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Hidden Money Podcast daily summary?
It's a free AI-powered email that summarizes new episodes of Hidden Money Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Hidden Money Podcast podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Hidden Money Podcast product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Mike Pine and Kevin Schneider.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Hidden Money Podcast release new episodes?
Hidden Money Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Hidden Money Podcast cover?
Hidden Money Podcast covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Hidden Money Podcast summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.