Best Tax Minimization Strategies Podcasts (2024)

1
Strategies to Minimize Taxes on Inherited Assets 20:46

7h ago20:46

20:46

Many Americans are retiring early, but this poses challenges such as healthcare costs and the lack of social security income. Planning for retirement is crucial to address these challenges. A 401k is only one part of the financial puzzle, and there are many other aspects to consider, such as social security, insurance, long-term care, and different…

1
Maximizing Your Wealth: Financial Planning Services that Deliver 17:51

9h ago17:51

17:51

Looking to get rich quick? In this podcast, we explore how financial planning services can help you maximize your wealth. Learn how to make the most of your money and achieve your financial goals with effective financial planning strategies that actually work. Listen now to discover how you can secure your financial future and start building wealth…

1
Minimize Risk with Effective Wealth Management Strategies 17:39

9h ago17:39

17:39

Looking to maximize your wealth and reduce risks in 2024? In this podcast, we will discuss smart money moves and effective wealth management strategies to help you achieve your financial goals. Learn how to minimize risk and make informed decisions to secure your financial future. Lissten now and take control of your finances! ✅ BOOK AN APPOINTMENT…

1
From Business Burnout to True Traction: An Entrepreneurial Roadmap for Scaling Your Greatest Investment 42:44

3h ago42:44

42:44

Do you ever feel like your passion for entrepreneurship is leading you down a path of burnout? In this episode, we take a trip into Ian Murray's journey from young Canadian entrepreneur to successful, burned out business owner and the steps he took to help overcome this challenge. His experiences navigating long hours, health crises, and the import…

1
Du Charme Legacies and the Ethics of Wealth Building 1:13:14

1h ago1:13:14

1:13:14

Robert Ducharme left behind not just a legacy of agricultural tenacity from the family Wisconsin farm, but a financial compass that has guided the family through life's fiscal storms. It's stories like these—of tractors and life lessons—that we share with you, revealing the roots of our financial acumen and the importance of a work ethic that endur…

1
Can Small Business Owners Write Off Gym Memberships on Taxes? [2024] 16:06

2h ago16:06

16:06

Send us a Text Message. Have you ever wondered if your business can deduct the cost of an on-site gym? In this episode, Mike focuses on the tax deductibility of gym memberships and on-premises athletic facilities for small businesses. He clarifies that personal gym memberships are not deductible, with rare exceptions for fitness instructors. Howeve…

1
Retirement Planning Beyond Finances 15:38

3h ago15:38

15:38

Learn why it's crucial to have a diversified portfolio, the potential pitfalls of gold IRAs, and the impact of consumer confidence on investment decisions. With practical advice and heartwarming anecdotes, this episode is a must-listen for anyone looking to balance financial security with the joy of making lasting memories in retirement. Get your F…

1
Unlocking the Secrets of Meal Expense Deductions for Small Businesses in 2024 17:24

1h ago17:24

17:24

Send us a Text Message. Ever wondered how to save on taxes with your business meal expenses? In this episode, Mike Jesowshek discusses the ins and outs of meal expense deductions for small business owners. He explains how these deductions can turn after-tax spending into pre-tax spending and outlines the criteria for deductibility. Mike emphasizes …

1
Crossing the Corporate Veil: Tax Planning For Canadian Business Owners 44:20

4h ago44:20

44:20

Are you tired of the salary vs. dividends debate for Canadian incorporated business owners? In today’s episode, we’ll dig deeper into the land of personal and corporate tax minimization strategies to uncover some Canadian Wealth Secrets to tax-free or tax-optimized income from your corporation. As incorporated entrepreneurs and investors, we are ti…

1
The Entrepreneur's Guide to Navigating Business Loans | Art of Business Financing 53:19

3h ago53:19

53:19

Unlock the enigma of commercial lending with Shannon Walker, an investment sage who strips away common misconceptions about funding for small and medium-sized businesses. This episode is a goldmine for entrepreneurs and seasoned business owners alike, offering a deep dive into the crucial financial considerations that dictate sustainable business g…

1
Navigating Retirement Planning Amidst Political Uncertainty and Economic Volatility 18:09

1h ago18:09

18:09

In this episode, Steve and Derrick dissect the impact of the upcoming 2024 election on retirement finances, discussing market volatility, potential recessions, and the looming specter of Social Security uncertainty. From analyzing the aftermath of Tesla layoffs to dissecting the nuances of annuities and tax-saving strategies, Steve and Derrick offe…

1
The Truth About “Infinite Banking” or “Bank On Yourself”: Is It Too Good To Be True? 37:38

3d ago37:38

37:38

Have you heard about the financial strategy known as The Infinite Banking Concept and wonder whether it is too good to be true or whether it is a good fit for you? While we are huge advocates for utilizing participating whole life insurance in a similar fashion to some of those shared by “Authorized Infinite Banking Practitioners,” there are many m…

1
Top Small Business Tax Deductions: How to MAXIMIZE Savings 24:40

6d ago24:40

24:40

Send us a Text Message. Have you ever wondered how to turn your everyday expenses into legitimate business deductions? Mike Jesowshek discusses strategies for maximizing small business tax deductions, emphasizing the importance of both obvious and non-obvious deductions. He explains that any expense, whether ordinary or necessary for the business, …

1
Crafting the Perfect Insurance Plan for Financial Peace of Mind 1:18:26

4h ago1:18:26

1:18:26

Have you ever considered the real impact of those small insurance claims on your ability to secure premium insurance plans? Join me and guest expert Rustin Staheli as we unravel the often-misunderstood world of insurance and risk management, examining the fine balance between being over-insured, under-insured, or just right. We're diving into the n…

1
Hiring for Impact: Parallel Leadership (Part 1) 37:59

12d ago37:59

37:59

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Welcome to ValuationPodcast.com, a podcast and video series about all things related to…

1
Empower Your Team: Choosing the Right Retirement Plan for Your Small Business with Employees 23:22

25d ago23:22

23:22

Send us a Text Message. Are you leveraging the latest tax credits to provide the best retirement plans for your employees? Hosts Mike Jesowshek and guest Matt Ruttenberg discuss retirement plan options for businesses with employees. The conversation highlights various types of retirement plans like SEP IRAs, SIMPLE IRAs, Safe Harbor 401(k)s, and tr…

1
Power of Carry Trades: Maximizing Gains and Minimizing Risks in Financial Markets 50:26

21d ago50:26

50:26

Discover the exciting world of carry trades with Branden Ducharme and Michael Gayed on this episode of the podcast. They break down complex financial concepts and explain how borrowing in a low-interest-rate currency can lead to potential gains or losses when investing in higher-yielding assets. The conversation covers the risks of currency exposur…

1
The Accountant Entrepreneurs and Business Owners Have Been Searching For: An Interview with Bob Gauvreau 50:49

10d ago50:49

50:49

Ever wonder how one Canadian CPA firm could manage to disrupt the accounting and income tax preparation industry while you’ve been working with what feels like a glorified bookkeeper? Join us as we dive deep into the journey of Bob Gauvreau, CEO of Gauvreau Accounting Tax Law Advisory to learn how his firm has quickly evolved into the largest one-o…

1
The Importance of Generating Income in Retirement 16:24

25d ago16:24

16:24

The conversation focuses on retirement planning and the importance of generating income during retirement. Steve and Derrick discuss the misconception of relying solely on a specific savings number and emphasize the need for guaranteed sources of income like Social Security. They also highlight the benefits of fixed annuities and the potential risk…

1
Debunking Lower Taxes Myths and Financial Planning for Early Retirement 16:22

3d ago16:22

16:22

In this podcast, we delve into the world of financial planning for early retirement specifically tailored for business owners. Join us as we debunk common myths surrounding lower taxes and provide valuable insights to help you achieve your early retirement goals. Discover key strategies and tips to optimize your finances and pave the way for a secu…

1
5 Reasons Your Financial Advisor is Your Secret Weapon (2024) 5:58

3d ago5:58

5:58

In this podcast, we discuss the 5 key benefits of working with a financial advisor, highlighting why your financial advisor is your secret weapon when it comes to managing your finances effectively. From personalized financial planning to expert investment advice, learn how partnering with a financial advisor can help you achieve your financial goa…

1
Maximize Wealth: Wealth Generation Stage (2024) 6:50

19d ago6:50

6:50

Join Davies Wealth Management as we delve into strategies to help you maximize your wealth at the Wealth Generation Stage in 2024. Learn valuable tips and insights on how to grow your wealth effectively and make the most of your financial resources. Watch now to take the next step towards securing your financial future!…

1
Bill Perkins - Memory Dividends, Time Buckets, and Maximizing Net Fulfillment 1:37:41

14d ago1:37:41

1:37:41

Out of all the episodes of the Financial Independence Podcast, this is the one I wish I heard when I was on my journey to financial independence. Bill Perkins, author of Die with Zero, joins Chris Hutchins on the All the Hacks podcast to discuss what money is really for – maximizing net fulfillment. This interview is incredible, so I reached out to…

1
Best Retirement Plans for Solo Entrepreneurs: 2024 Guide to Maximizing Savings with No Employees 20:49

1M ago20:49

20:49

Send us a Text Message. Are you a solo entrepreneur puzzled by the myriad of retirement planning options? Mike Jesowshek welcomes back Matt Ruttenberg to discuss retirement plan options for solo entrepreneurs without employees. They highlight various plans like IRAs, SIMPLE IRAs, SEP IRAs, and solo 401(k)s, emphasizing the importance of starting wi…

1
Navigating Divorce: Mediation, Financial Planning, and Real Estate Investments 1:13:16

23d ago1:13:16

1:13:16

On this episode of the podcast, Branden Ducharme and guest Monica Owens dive into the world of divorce mediation, financial planning, and real estate investments. From early financial planning to asset division, they cover it all, including splitting 401(k) accounts, the significance of Qualified Domestic Relations Orders (QDROs), and options like …

1
How to Grow Your Net Worth While Strengthening Your Financial Foundation 35:43

17d ago35:43

35:43

Are you confident that your financial foundation is solid enough to weather any market storms that your risk-on assets might endure, or do you feel like a black swan event leaves you feeling uncertain of your financial future? In the volatile financial landscape we live in, achieving a balance between growth and stability is important to most, but …

1
Retire Texas Style: Building Your Financial Legacy 16:23

6d ago16:23

16:23

In this episode, Steve and Derrick delve into the importance of meticulous planning, tax strategies, and risk assessment to ensure a smooth transition into retirement. Learn how to create a sturdy income plan that lasts through retirement and discover strategies for managing financial risks effectively. From navigating Social Security to mitigating…

1
Current Trends and Expert Insights in the Dental Practice Market 53:28

21d ago53:28

53:28

Today we're going to be talking about the current trends and expert insights in the dental practice market with Maria Melone. She's a CPA, Certified Valuation Analyst, and a leading M&A Advisor in Healthcare. Maria has a deep knowledge of the dental industry and is located in Boston, Massachusetts. Her mission is to help both individual businesses …

1
Maximizing Your Inheritance: Expert Tips on Estate Planning and Tax Strategies 1:08:43

1M ago1:08:43

1:08:43

Tune in to this exciting episode of the podcast, where Branden Ducharme and guest Preston Mathews tackle the complex world of estate planning and tax implications. Learn about gift and estate taxes and how they may or may not affect you depending on the size of your estate. Discover the benefits of the step-up in basis for inherited real estate and…

1
Retirement Plan Tax Credits 2024: Essential Strategies Every Business Owner Should Know 22:45

1M ago22:45

22:45

Send us a Text Message. Are you a small business owner curious about the financial benefits of establishing a retirement plan for your company? In this episode, Mike Jeshowshek and guest Matt Ruttenberg discuss the substantial tax credits and key due dates associated with setting up retirement plans for small businesses, introduced by Secure 2.0. T…

1
How to Get a Free Lottery Ticket & Financial Security Blanket: A Deep Dive Into Critical Illness Insurance 53:19

24d ago53:19

53:19

Imagine you were able to pay each month for a lottery ticket that would pay out a large sum of money to support you financially in the event that you became critically ill over the next 15, 25, or even 50 years and if you are lucky enough to never need that large sum of money, you get all of your money back? While there are many rabbit holes to div…

1
Don't Delay Your Dreams: Plan for Retirement Today! 18:26

1M ago18:26

18:26

Are you approaching retirement and feeling overwhelmed by the financial planning process? On todays episode we will discuss... The importance of acknowledging and managing your emotions when planning for retirement. How to create a realistic budget that considers future expenses, including potential assistance for your children. Why having a consis…

1
Navigating the Complexities of Special Needs Financial Planning 54:29

2M ago54:29

54:29

In this captivating podcast episode, Branden Ducharme and guest Greg Corneille shed light on the world of special needs financial planning. They delve into topics like special needs trusts, ABLE accounts, and the optimization of public benefits like SSI and Medicaid. Discover the significance of estate planning, life insurance, and tailored financi…

1
Overcoming Your Entrepreneurial Impostor Syndrome, Self-Doubt and Negative Thinking 51:34

1M ago51:34

51:34

What if I was to tell you that all of the stress we feel in our lives is caused by our inner saboteur voices and our own negative thinking? What if I also told you that our own intentionally trained positive mindset actually cultivates our sense of peace, satisfaction, ease and flow? While many of us know that our own mind can have a massive impact…

1
Listener Q&A with Mike Jesowshek CPA 27:10

2M ago27:10

27:10

Send us a Text Message. Have you ever wondered if you could hire your older child to watch your younger one and claim it as a business expense? Or are you maximizing the benefits of a Health Savings Account to its fullest potential? In this Q&A episode of the podcast, host Mike Jesowshek answers a series of listener-submitted questions covering a w…

1
Maximizing Wealth: The Power of Deferred Tax Strategies with Shawn O'Keefe 10:56

2M ago10:56

10:56

Steve is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, entrepreneur, or investor, this strategy offers a gam…

1
Should I File A Tax Extension For My Taxes in 2024? 25:26

2M ago25:26

25:26

In this podcast, we will discuss the benefits and considerations of filing a tax extension for your taxes in 2024. Whether you're feeling overwhelmed or just need more time to gather your documents, understanding the process and implications of filing an extension can help you make an informed decision. Stay tuned to learn if filing a tax extension…

1
How NHL Players can retire comfortably with the right advisor 20:18

2M ago20:18

20:18

In this podcast, we discuss the importance of financial advisors for NHL players looking to retire comfortably. We share tips on how to choose the right advisor and how they can help you secure your financial future post-retirement. Whether you're a current NHL player or planning for retirement in the future, this guide is essential for ensuring a …

1
A Fractional CFO’s Role in Business Growth and Exit Strategies 53:06

2M ago53:06

53:06

Today we're discussing a Fractional CFO's role in business growth and exit strategies with Alina Rivera. She's a CEO and founder of Advising Puerto Rico, LLC, and she specializes in Business Valuations and Strategic Planning. Her expertise also includes internal audit, due diligence, capital raises, feasibility analysis and transfer pricing for com…

1
Top Wealth Management Tips for NHL Hockey Players 27:58

2M ago27:58

27:58

Are you an NHL hockey player looking for tips on how to manage your wealth effectively? In this video, we'll be sharing some top wealth management tips specifically tailored for professional hockey players. From budgeting and saving to investing and planning for the future, we've got you covered. Stay tuned to learn how to make the most of your har…

1
Secrets to Selecting Your Financial Advisory Team For More Wealth and Less Income Tax 32:37

1M ago32:37

32:37

Are you overlooking the power of practical experience in financial advisory roles? Join Kyle and Jon as they share some Canadian Wealth Secret Sauce related to selecting the right guidance, evaluating solution providers, and navigating the complexities of client suitability in this week’s episode. In today's fast-paced and complex financial landsca…

1
Strategic Business Structuring: Navigating Multiple Ventures and Partnership Success 20:29

1M ago20:29

20:29

Send us a Text Message. Have you ever wondered how to structure your multiple business ventures efficiently while minimizing your tax burden? Mike Jesowshek delves into the complexities of business structuring, particularly for individuals owning multiple businesses or in partnership. He emphasizes the utility of S Corporations in reducing self-emp…

Podcasts Worth a Listen

Tax Minimization Strategies Podcasts

Podcasts Worth a Listen

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