Hidden Money Podcast

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.

Publisher

Mike Pine and Kevin Schneider

Category

business

Language

en

Explicit

No

First episode

20 Apr 2023

Latest episode

6 Oct 2026

Latest episodes

1 of 127 episodes have a transcript.

1. 

   6 Oct 2026

   Get Tax Strategies Like Microsoft

   On this week's episode: most people assume Microsoft's 2.44% tax rate means the game is rigged for billionaires, and never ask what the tax code has already built in for anyone willing to invest the same way. What the tax code already rewards: 1. Corporations pay a flat 21% tax rate — that's the rule. Microsoft backed into 2.44%, which means roughly $85 billion of its $101 billion in profit was offset by deductions and credits written directly into the tax code, available to any business that invests the way Microsoft does. 2. Buy $100,000 of office equipment and you write it off a little at a time over several years. Put that same $100,000 into qualifying AI data center property — or a rental property using the same bonus depreciation rules — and it's largely 100% deductible this year, against income you're already earning. 3. R&D tax credits aren't a deduction that lowers your taxable income — they're a dollar-for-dollar reduction of the tax you actually owe. Every dollar of W-2 wages paid to build genuinely new technology counts the same way for a five-person business as it does for Microsoft. 4. Most taxpayers don't lose out because the tax code is stacked against them — they lose out because they have a tax preparer instead of a tax strategist. The fix isn't a bigger tax bill, it's proactive planning before the year closes: we have clients landing at 0% and 2% effective tax rates using this exact playbook. Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e30-get-tax-strategies-like-microsoft&utm_content=show-notes#contact-1 (https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e30-get-tax-strategies-like-microsoft&utm_content=show-notes#contact-1) Connect With Us • Website: https://www.revotaxpayer.com/ (https://www.revotaxpayer.com/) • Facebook: https://www.facebook.com/revotaxpayer/ (https://www.facebook.com/revotaxpayer/) • Instagram: https://www.instagram.com/revotaxpayer/ (https://www.instagram.com/revotaxpayer/) • LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy (https://www.linkedin.com/company/revo-taxpayer-advocacy) • YouTube: https://www.youtube.com/@HiddenMoneyPodcast (https://www.youtube.com/@HiddenMoneyPodcast) Chapters [00:00] Why "the rich don't pay their fair share" misses the real story [01:11] Microsoft reported $101B in profits and paid 2.44% in tax [02:46] The math: backing into $85B in deductions [03:19] These aren't loopholes — they're intentional tax incentives [03:39] Inside the strategy: AI data centers and 100% deductible property [05:12] R&D tax credits: a dollar-for-dollar reduction, not just a deduction [06:54] You don't have to be a corporation to use this playbook [10:01] Real clients getting to 0% tax — and how [11:01] A retired client's capital gains deferral through a rural opportunity zone [12:53] Tax preparer vs. tax strategist — the gap that costs people millions [13:44] These opportunities exist for every taxpayer, not just billionaires

2. 

   30 Sept 2026

   How the Refresh App Has Greatly Increased Goodwill's Impact

   For every job Goodwill posts, 54 people apply. Now, with the Refresh app, every one of them leaves with job leads, benefits and local resources, and that connection stays in place long after a program or a job ends. We had the privilege of sitting down with Logan Sugarman (Founder and CEO of Refresh), and two Goodwill leaders, Michelle Roberts (President & CEO, Marion Goodwill) and Adrian Gessen (SVP Organizational Development, Goodwill Northeast Texas), who are putting the Refresh app in the hands of the people they serve. What We Cover in the Episode The app sprawl problem. The average corporation runs 200 to 300 apps, tools and channels, and typical HR tools see 10 to 15 percent usage. Refresh sits above all of it and delivers the right resource to the right person. Tearing down Goodwill's digital wall. With 54 applicants for every opening, most people used to hear "we'll call you." Now everyone who applies gets the Refresh app, and one IT applicant called within 48 hours to say thank you after landing a job in Dallas. A housing program nobody knew existed. The Goodwill team used Refresh to find a brand-new rent-assistance program that kept a man over 55 from homelessness. No more benefits cliff. Leaving a program or a job used to cut people off. With Refresh, the relationship, the resources and the community stay. Scale that's already real. More than 1.6 million licenses are distributed, roughly two new Goodwill territories come on every month, and Catholic Charities, YMCAs and food banks are asking to join. Get in Touch Reach out to us to hear more about the opportunity to partner with Refresh and Goodwill: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e29-tax-play-employee-benefits-app&utm_content=show-notes (https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e29-tax-play-employee-benefits-app&utm_content=show-notes). Interested in Refresh for your organization? Book a demo at https://www.refreshplatform.com (https://www.refreshplatform.com). Know a charity that could benefit? Refresh has more licenses coming next year. Connect With Us Website: https://www.revotaxpayer.com/ (https://www.revotaxpayer.com/) Facebook: https://www.facebook.com/revotaxpayer/ (https://www.facebook.com/revotaxpayer/) Instagram: https://www.instagram.com/revotaxpayer/ (https://www.instagram.com/revotaxpayer/) LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy (https://www.linkedin.com/company/revo-taxpayer-advocacy) YouTube: https://www.youtube.com/@HiddenMoneyPodcast (https://www.youtube.com/@HiddenMoneyPodcast) Chapters [00:00] Introduction: meet the team behind Refresh and Goodwill's rollout [00:58] Logan Sugarman: 200 to 300 apps and 10 to 15 percent usage [03:33] What Refresh actually does: sits above it all and delivers it [04:45] The Google Home analogy: "15 apps to walk into my house" [06:40] How the HR role got reduced to admin [08:37] The 401(k) match our own team didn't know about [09:34] Michelle Roberts: "If I could have all of these things in one place" [11:19] Goodwill is so much more than a donation drop-off [12:41] Adrian Gessen: the digital wall and 54 applicants for every job [14:15] The IT applicant who called within 48 hours to say thanks [14:43] A warm off-boarding, and no more benefits cliff [16:11] Learning from Catholic Charities, the YMCA and the Salvation Army [18:03] Resource guides that were outdated the day they were published [19:42] One question, a ladder of resources [21:02] Mimetic drive, repurposed for good [23:06] "I would like to thank me": gratitude and community in the app [24:36] Covered vs. uncovered employees, and who gets left out [27:53] A helper bot, not a DOS prompt [29:16] The church rent program nobody knew existed [31:34] Why one case manager, or one book, can't keep up [32:33] Case managers, financial coaches and legal advice on demand [32:56] 1.6 million licenses and a queue forming [35:04] Armed forces, first responders and the wider charitable space [37:28] How Refresh serves nonprofits and corporations alike [41:54] Where to learn more about Refresh [42:49] When people don't know help exists [45:57] The compounding effect: 14 questions, and data that serves back [47:43] Caseworker compassion fatigue, and what changes [49:39] The rollout: about two Goodwill territories a month [50:40] The 14 social determinants of wellbeing [52:01] Closing thoughts: "We are so much more than a store" Disclaimer: This content is for educational purposes and does not constitute tax or legal advice. Always consult a qualified tax professional for your situation.

3. 

   15 Sept 2026

   Need a Tax Plan But Have No Time (Oil & Gas)

   On this week's episode: most people assume tax deductions come from spending money you don't want to spend, and never ask what the tax code has already built in for anyone willing to take on real risk. The math nobody walks you through: 1. Every other investment keeps active and passive income in separate buckets — but a working interest in oil and gas gets treated as active, even when you're 100% passive. That's not a workaround. It's written directly into the tax code. 2. Buy $100,000 of Apple stock and you get zero deduction, just a higher basis for later. Put that same $100,000 into oil and gas, and you deduct it this year, against your active income — a difference no other asset class offers. 3. Intangible drilling costs can turn a $100,000 investment into a 90%+ first-year deduction, not a rough estimate but a calculated share of what actually goes into the well. 4. Six out of ten retail oil and gas investments lose money. The fix isn't avoiding the asset class — it's buying leases that are already producing, which removes the industry's biggest failure point, the dry hole, almost entirely. Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e28-oil-gas-tax-plan&utm_content=show-notes#contact-1 (https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e28-oil-gas-tax-plan&utm_content=show-notes#contact-1) Connect With Us • Website: https://www.revotaxpayer.com/ (https://www.revotaxpayer.com/) • Facebook: https://www.facebook.com/revotaxpayer/ (https://www.facebook.com/revotaxpayer/) • Instagram: https://www.instagram.com/revotaxpayer/ (https://www.instagram.com/revotaxpayer/) • LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy (https://www.linkedin.com/company/revo-taxpayer-advocacy) • YouTube: https://www.youtube.com/@HiddenMoneyPodcast (https://www.youtube.com/@HiddenMoneyPodcast) Chapters [00:00] Introduction: oil and gas, and the tax code's best-kept secret [00:02] Why "don't let your tax tail wag the dog" is bad reasoning [00:03] Tax 101: active, passive, and portfolio income [00:08] The exception: how oil and gas becomes "active" even when you're passive [00:12] Real numbers: turning a $100K investment into a 90%+ deduction [00:16] The Apple stock test: why this deduction is unlike any other investment [00:17] The real risk: why most retail oil and gas investments lose money [00:19] De-risking with insurance and the year-two flip to limited partner [00:35] The strategy with zero dry-hole risk

Inside a recent episode

Republican outsmarted Wall Street with political value based investments.

Published 20 Jun 2023 · Transcript excerpt

[…] Why without getting political we're here and trying to help listeners find hidden money in all areas especially the tax code. We'll get into that in a second but why is it bad from an investment perspective for money to be really distributed based on social values versus economics? Well there's a lot of things happening. So as a corporation if you are constantly bombarded which they are, publicly traded companies with ESG requirements being pushed at you by these 501 C3s you spend a lot of time on it. I've talked to CFOs that spend huge amounts of time preparing reports and a lot of these reports are how do you cut carbon emission and how do you do you look at all the expense around this. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

854,500

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.8 / 5

16 ratings

Spotify

4.5 / 5

8 ratings

Podcast Authority Score: 80 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

89

Social presence

0

YouTube

93

Engagement

82

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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