show episodes
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Ranked 2nd on the 2018 list of Top 50 Wealth Advisors in Canada, Rob is a Senior Vice-President, Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finanace MBA and was a member of the Dean's list at the Asper Scho ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
Welcome to the tax mastery podcast a business community outreach network of business owners teaching business owners. I am your host Jonathan McGovern founder of Kwikefile Professional Income Tax and Accounting Service and I am glad you have you taken time to learn and share with us today. Tax Mastery helps the business owner and individual to understand income tax strategies. Our mission is to educate our audience on matters of finance, taxation, and business management.
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
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show series
 
President Joe Biden has made his proposed tax hike. What is in his proposal? How much of it will likely pass? What could this mean for your wallet? Jake and Kirk will take a look at each proposal and discuss its implications for those directly and indirectly impacted by the tax change. *“Tax preparation, planning, IRS representation, and business v…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Is selling rental property to buy a variable annuity a good risk management strategy against sequence of return and interest rate risks? Small-cap vs. emerging markets: which has better risk-adjusted returns for market volatility? Are eREITs (non-traded real estate investment trusts) a good retirement investment? Is RPAR Risk Parity ETF a good infl…
 
If you own a business, planning for the transfer of ownership is something that you’ll eventually need to consider. While giving up that ownership may not be an easy consideration, our guest, Rochelle Clarke, Business Transition specialist and CEO of Succession Strength, offers guidance on things you should be considering and how to make the transf…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Relationships are the cornerstone of any good organization and initiative. What we’ve learned over the years is that the stronger the relationship, the more success you are likely to achieve. When it comes to the topic of relationships, there are so many avenues we could take. In this episode of unsuitable, we are going to take a look at the incred…
 
Today Jake Rivas and Kirk Barbera are joined by guest Jake Cousineau to discuss his book “How to Adult.” Jake is the author of a book for young adults titled How to Adult: Personal Finance for the Real World. You might even recognize Jake from his $50k Wheel of Fortune payday! In this episode we delve into Jake Cousineau’s financial advice and his …
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
William has investing experience, money in the bank, and a retirement plan. Is he ready for early retirement at age 59.5? Plus, BRRR real estate investing and Roth IRA, Backdoor Roth conversions, and "Megatron" Roth contributions. Also, capital gains vs ordinary income, and are restricted stock units (RSU) ordinary income? Do they impact Social Sec…
 
People tend to spend more time thinking about and planning their next family vacation than they do thinking about and planning for retirement. As a result, they are ill-equipped to make that inevitable leap into their Golden Years when the time finally does come. Darlene Finzer, a Later Life Planning expert at Rea & Associates, is here to discuss w…
 
Guest Interview with Sanjil Shah, managing partner of Alignvest student housing For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj Register to our FREE Alternati…
 
“I’m 100 percent not you, and you’re 100 percent not me.” Find out why this powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as the best version of yourself, build higher-…
 
Recharacterization of excess Roth IRA contributions, converting post-tax contributions to Roth 401(k), and the pro-rata rule. Plus, target date fund ladders? Also, investing 529 plan money, section 199A dividends from real estate investment trusts (REITs), and how Matt Stafford should save for retirement with his new $34M LA Rams contract (just in …
 
Do you know the difference between a “Managed Service Provider” and a “Managed Security Service Provider”? While they may have similarities, there are some crucial differences between the two – starting with the fact that managed security service providers lead with a security and risk-first approach. Shawn Richardson and Jorn Baxstrom, leaders on …
 
We have all heard the phrase “buy American,” from both Republicans and Democrats. President Biden is again proposing measures to ensure a buy American program. Jake and Kirk discuss the economics of buy American, how it may affect your wallet, and why a global economy is a really good thing for everyone who participates. *“Tax preparation, planning…
 
Spitballing firefighters' retirement: deferred option retirement plans (DROP), HSA (health savings) vs. HYSA (high yield savings), and hear why YMYW always comes back to backdoor Roth IRA. Speaking of Roths, can you do a Roth conversion ladder with inherited IRA money? The fellas also break down required minimum distributions (RMDs) and they talk (…
 
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what effect the winemaking process has on the overall taste? On this episode, we invite Kelly Trevethan, co-founder of AXR Napa Valley, to talk about his experience and history with wine that goes back to his Italian grandfather who was also a winemake…
 
Even though the 2021 tax season is coming to an end, if you are a business owner, taxes should always be a topic of consideration — especially your tax obligations at the state and local levels. Luke Lucas, a senior manager on Rea & Associates’ state and local tax team, is here to give us some insight into how different states have responded to the…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
DEBATE NIGHT! With Jake and Kirk. On this special edition of Jake of All Trades, Jake and Kirk debate the question of whether or not billionaire’s should exist. Jake takes the negative and Kirk takes the positive. Of course, they don’t mean whether we should jail or deport billionaires, but rather should billionaires be subject to extra taxes or li…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
How to make the most of a retirement strategy that involves a thrift savings plan, Roth IRA conversions, and charitable giving from a donor-advised fund or a QCD. Also, how to calculate multi-year Roth conversions, and do you lose compound interest when doing Roth conversions? Plus, thoughts on closed-end funds, a variable annuity rescue plan, and …
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
2020 taught us many lessons, mainly that you will never truly be prepared for everything no matter how hard you try. Even so, understanding the essential functions of your business may help keep you going strong until you can get back on course. Andrew Geiser, a senior manager on Rea & Associates’ manufacturing and distribution services team, share…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Frequent guest Ed Karl, vice president of taxation at the AICPA, returns to the podcast amid a number of swirling tax headlines to break down the latest round of coronavirus-related relief, offer perspective on the tax filing season, and share insights on the areas to watch and outlook for tax policy changes in 2021 and beyond. Here’s what’s covere…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Choosing the pension lump sum or monthly payment: let it ride, roll it, or annuitize it? Plus, spitball analyses involving the 72(t) tax election, a donor-advised fund, 529 plans, and early retirement. Also, is growth on after-tax 401(k) contributions tax-free? How much of the portfolio should be in tax-free, taxable, and tax-deferred accounts? How…
 
A little bit of snow and the whole world (or Texas) loses its mind! Jake and Kirk discuss their experiences during the power and water outages in central texas. Many people of course were much more negatively affected than Jake and Kirk. There are, however, lessons we can all learn from this fiasco. *“Tax preparation, planning, IRS representation, …
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
The 2021 busy season just got busier for tax professionals. Working through the results of the recent election, new tax provisions resulting from an ongoing pandemic, and more, business owners will have to be prepared to look at things a little differently in the year ahead. Chris Axene, a principal on Rea’s federal tax team, explains what accounta…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Step back in time for the thrilling radio drama conclusion of the case of “The Missing Deduction.” This follow-up to the short film brings you inside a day with—and the head of—host Damien Martin as he helps ace investigative reporter Annie Story boil down yet another complex aspect of Internal Revenue Code Section 199A following the shocking trans…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Should you invest in a real estate investment trust (REIT)? What about a fixed indexed annuity or structured notes? What can be done about an indexed universal life insurance plan purchased by an employer to replace a defined benefit plan? Plus, understanding qualified small business stock gain exclusion. Joe and Big Al also discuss the value of hi…
 
Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will there be any money left in the Social Security coffer when you’re ready to retire? For many, the benefits, and when to take them, can be confusing. On this episode, we invite Joe Hendrix, of Mariner Wealth Advisors, to simplify this topic for …
 
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