A discussion of cutting-edge developments in tax, including up-to-the-minute changes in federal, state, and international tax law and regulations.
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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Fringe Theory
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Re Insider. RE Property & Finance
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The Crushing Debt Podcast is for people who want to eliminate the financial bullies in their lives. It is for listeners who want more money at the end of the month, rather than more month at the end of the money. The podcast provides answers around such topics as real estate litigation, partition, quiet title, chapter 7 liquidation, chapter 13 reorganization, and Chapter 11 business bankruptcies, short sales, loan modifications, creditor harassment and other related topics.
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Tom Clendon is an online ACCA SBR lecturer and if you are a student then this is a podcast aimed at you. This is an award winning podcast. In 2023 it was recognised with a PQ award from PQ magazine.
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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and ...
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Don Wenner's Elite Impact Podcast is your source for engaging information on impact investing and much more. Learn from DLP Capital Founder and CEO, Don Wenner, as he dives into how you can make a HUGE impact on the world around you and still make a profit. Don is a Best-Selling Author, Real Estate Investor, Husband, and Father... join him and some of the greatest business minds on earth as they discuss how THEY are making an impact!
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Welcome to the Capital Gains Tax Solutions Podcast Thinking of selling your million-dollar-plus business, crypto, luxury primary home, commercial real estate or other highly appreciated asset and deferring the capital gains tax? Want to invest into a diversified portfolio of real estate or securities at optimal timing and make an impact with your wealth? Each episode Brett interviews some of the world's best real estate, financial, wealth, entrepreneurs, and business minds in the world and a ...
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I say what I want.... and I’m open to constructive criticism!
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Podcast by Rik Thakrar and Lee Wilson
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Imagine never losing money to the market or taxes again. Best Selling financial author Charles Oliver has safely and predictably helped clients earn over 8% tax free in the worst decade since the great depression protecting client’s retirement from taxes, inflation, market losses and economic uncertainty. Learn the safe, proven, IRS approved way to secure your retirement.
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Topics include: Financial Reporting, Select Balance Sheet Accounts, and Select Transactions.
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I love Fitness and learning about Finance, So I share my thoughts on those topics & whatever else comes to mind during the recording of the next episode, download, rate, & subscribe to the podcast! Support this podcast: https://podcasters.spotify.com/pod/show/passionpurposeperspective/support
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Have you thought of migrating seasonally or permanently to warmer climates such as Florida, the Carolina's or the Southwest? Not sure of exactly where to go or how to make it happen efficiently? Welcome to Snowbirding 101, your place for strategies and insight on making a move southbound to avoid harsh (or not so harsh) winter weather! Realtor's Kristine McKinley in Florida and Bill Butler in Massachusetts cover all you need to know about planning for and making the move you've always dreamt ...
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Pension Protectors is a podcast for first responders designed to help tackle and make sense of various financial topics. This includes the complexities of their pensions as well as other financial matters. The hosts Matt and Clint have been working with first responders for a combined 30 years, and want to share their laughs and stories from along the way. All the while deliver timely, valuable information that is actionable. In addition to the financial topics, every other week they will sp ...
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Fireside chat exists to educate, entertain and Inspire business owners Entrepreneurs & other passionate self employed Business people.
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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Welcome to Leaving The Job: The Premier Financial Podcast for Firefighters, hosted by Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. This show responds to the unique challenges and opportunities that firefighters face in retirement planning. Each episode offers strategic advice, shares inspiring stories, and provides guidance to help you achieve a confident and secure retirement. Join us as we explore the path to a fulfilling retire ...
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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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How would your life change if you had the time and money freedom to spend your life doing what you want, where you want, with the people you want? Time and money freedom is the goal, but how do we get there? Welcome to The Creative Cash Flow Show! I'm your host Jesse Mills. I’ve personally bought and sold hundreds of homes, many with little to no money down and have created an amazing business that allows me to travel the world, help others, and work-cation for free! Each week I’ll introduce ...
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1
Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
17:33
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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1
Deferring Taxes on Highly Appreciated Assets
29:36
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In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…
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1
No More Chevron Deference: Analyzing Loper Bright and Corner Post
14:34
14:34
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Send us a Text Message. Tax Notes contributing editor Marie Sapirie discusses the recent Supreme Court decisions overturning Chevron and defining the statute of limitations period and their potential impact on the future of tax litigation. Listen to our related episodes: Less Is Moore: The Supreme Court's Ruling in Moore v. United States Pending Su…
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1
1031 Tax Deferred Exchange Issues in Today's Market with Scott Saunders
36:44
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1
Adding Value After the Sale - Tax-Deferred
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07-06-24 See omnystudio.com/listener for privacy information.By Real Estate Insider
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1
Millie Weaver MADNESS AND IS WRONG DEBATE
3:13:16
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Millie Weaver MADNESS AND IS WRONG DEBATEBy Sage
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1
Pension Protectors Ep11 Deferred Comp: Everything to Consider
17:13
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Clint and Matt discuss the basics and not so basics of deferred comp. They even covered little known rules that you can potentially use to your advantage.By Matt & Clint
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Now That Biden Dropped OutBy Sage
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Ep #197: Feeling Burnt Out? Is Pivoting and Earning Your Executive MBA Worthwhile?
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Conventional wisdom would suggest that becoming more educated should result in earning more money. And when you combine that sentiment with ambitions of change either within or outside of emergency medicine, seeking an Executive MBA may be an appealing option, especially for an ER doc looking to reduce clinical hours. But when it comes to EM, more …
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1
Developing an Achievable Outcome You Can Plan For & Expect with Jayson Kay
26:17
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1
2025 Medicare Part D Overhaul in Retirement- Key Changes in Prescription Drug Coverage
28:03
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In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the upcoming changes to Medicare Part D in 2025, bringing on their in-house healthcare specialist, Shawn Southard. The discussion highlights significant updates to prescription drug coverage that will impact beneficiaries, especially concerning cost reductions and structu…
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1
Key Investment Principles that will Maximize Your Assets
24:39
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07-20-24 See omnystudio.com/listener for privacy information.By Real Estate Insider
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Fairy Tale Tax #defund the IRSBy Sage
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1
Investing In Assets For Tax Free Cash Flow with Dave Zook
41:36
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1
Crowdsourcing Do's and Don'ts - Episode 427
35:04
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Have you contributed to someone's GoFundMe? Have you helped a friend with a Kickstarter Campaign? What lessons can you learn from Skeletor? In this week's episode Shawn & George talk about Crowdsourcing or Crowdfunding. What are some things you can do to help, and what are some things you should avoid? What are the various platforms available - alt…
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1
Are You Prepared for the Evolution of Retirement? - Replay
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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1
chevron deference #MAGA CraZZZZIIII
1:59:43
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chevron deference #MAGA CraZZZZIIIIBy Sage
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1
Ep #196: Decreasing Compensation and Increased Interest in Unionization
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It’s no surprise EM has experienced volatility over the past decade. Whether it’s in the form of general healthcare structure, insurance, government programs, private equity, and, importantly, compensation, it’s clear things may not be running as efficiently as they should be. This has led to talks of unionization growing in popularity as a means t…
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1
Dive Into Mobile Home Community Investing with Brad Rymer
32:51
32:51
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1
Social Security at 62 vs 67 in Retirement
28:37
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss whether to take Social Security at age 62 or wait until the full retirement age of 67. This is one of the most frequent and challenging questions they encounter from clients. Through a detailed example featuring their colleague Taylor, they explore the considerations that…
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1
Creating a Secure Financial Future with Your Home
24:36
24:36
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07-13-24 See omnystudio.com/listener for privacy information.By Real Estate Insider
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Send us a Text Message. Ted Peterson of the University of North Texas Ryan College of Business discusses the SALT deduction cap and its potential paths forward as the 2025 sunset date approaches. Read Peterson's article, "The SALT Cap: Looking Beyond 2025." Listen to our previous episode on the SALT cap, "Recapping States’ SALT Cap Workarounds." Fo…
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The Biggest Trap in Real Estate Investing - Episode 426
36:59
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What is the biggest trap in real estate investing? How can you avoid it? What lessons can you take from what has happened to others in this scenario? In this week's episode, Shawn tells the unfortunate story of clients of his, and what happened to them happens more often than you would think. Imagine buying property at the Courthouse Auction. You t…
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Pension Protectors ep10 The Psychology of Retirement
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Clint and Matt discuss the mental transition and the challenges of going from your career to your next phase of life.By Matt & Clint
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1
Jon Gordon Ep. 35 | Building a Postive Organization
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In this episode of the Elite Impact Podcast, host Don Wenner sits down with best-selling author Jon Gordon to delve into his recent speaking engagement at the DLP Capital Building an Extraordinary Family event. Jon shares insights from his powerful presentation, offering strategies for creating strong family bonds and fostering resilience. The conv…
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1
The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans
19:01
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Operation WetTrump #MAGABy Sage
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1
Ep #195: Important Form 5500 Deadline Approaching July 31st!
16:24
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The majority of ER docs will earn contractor pay at some point in their career, which opens the door to new types of retirement accounts. One highly praised type is the individual 401(k). With all the great potential it brings, it also comes with additional responsibilities that can easily be overlooked if not careful, especially when considering t…
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1
Capital Gains Tax Solutions Success Stories With Tom Staub
38:50
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1
Andrew Opdyke - 2nd Quarter Economic Update for Retirement
29:48
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Andrew Opdyke as he provides his expert analysis on the current economic landscape and what to expect moving forward. They discusses the divergence within the economy, the issues with the banks, the recession and market volatility, and much more. Listen in to learn Ana…
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In this episode Sunil talks about the optional exam AFM
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1
How To Raise $50M a Month Retail From Accredited Investors with Dene DeLisle
37:22
37:22
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1
Money Savings Tips for the Holiday - Episode 425
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Happy Fourth of July! What are some ways that you celebrate this, or any other holiday, and save money? On today's episode of the Crushing Debt Podcast, Shawn & George talk about a few different ways that you can celebrate a holiday without breaking the bank. We would love to hear your tips, or if we forgot anything. Please also visit our sponsors:…
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1
Is Carbon Pricing the Best Way to Mitigate Climate Change?
12:59
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Send us a Text Message. Tax Notes chief correspondent Amanda Athanasiou discusses the effectiveness of carbon pricing as a climate change mitigation strategy and possible alternative policies. Read Athanasiou's article, "Keeping the Promise of Carbon Taxes in Perspective." Listen to our previous episode on carbon pricing, "Taxing Carbon at the Bord…
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…
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1
Ep #194: Halfway Through 2024 – Where Do Your Finances Stand?
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Maslow’s Hierarchy of Needs is a psychology theory that details our motivations as humans. Within that model, things like food, water, and health are all vital. But so, too, are employment status and property – actually within the same tier as health and safety. That shouldn’t be a surprise; our ability to fund our survival goes hand-in-hand with s…
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Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…
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1
Understanding Inflation and Its Impact on Prices
23:05
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Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …
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1
Managing Market Volatility and the Need for a Cash Position
16:51
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In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DI…
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1
Attitude and Gratitude: Keys to Success and Happiness
15:13
15:13
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Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…
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1
Mitigating the Impact of Interest Rates and Inflation on Investments
23:12
23:12
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In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…
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1
Sound of Freedom: How Agape International Rescues Women and Children with Matt Robertson
18:55
18:55
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1
Understanding Holistic Wealth Management in Retirement– Beyond Just Investments
19:10
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss holistic wealth management, which goes beyond just savings and investments. While an investment manager looks at your investments or savings in your wealth accumulation phase, a holistic wealth manager helps you build a comprehensive retirement-focused financial plan. Lis…
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1
Strategies for Selling - Adding Value Before and During the Sale
25:05
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06-29-24 See omnystudio.com/listener for privacy information.By Real Estate Insider
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1
Real Estate By Design with Matthew ''Ace'' Hagerty
33:20
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1
Less Is Moore: The Supreme Court's Ruling in Moore v. United States
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Send us a Text Message. Tax Notes managing legal reporter Andrew Velarde breaks down the Supreme Court's decision in Moore v. United States and its implications for the future of tax. To hear from the Moores' lawyers, watch the upcoming Taxing Issues webinar here. Listen to our previous Moore episodes: A Recap of SCOTUS Oral Arguments in Moore v. U…
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When do you tip? Do you tip based on the bill? Pre-tax or post-tax? Do you increase or decrease your tip based on service? What is the minimum or average tip you typically give? This week's episode is inspired by a listener / previous guest Sue Reynolds (you can hear her episode, 248, here: https://yesnerlawpodcast.libsyn.com/when-you-cant-pay-your…
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1
Pension Protectors with Special Guest Steve Click
1:05:22
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Matt interviews Steve Click, a retired Ohio Highway Patrolman who now sits in the seat as Director of First Responder Wellness at Ohio Department of Public Safety.By Matt & Clint
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1
John C. Maxwell Ep. 34 | High Road Leadership - A Live D4g Event
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Join Don and the team at DLP Capital for a unique opportunity to engage in an intimate discussion with bestselling author and renowned leadership expert John C. Maxwell at our leadership and personal development book club, Driven 4 Greatness (D4G).We will delve into his book, High Road Leadership: Bringing People Together in a World That Divides, e…
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1
The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan - Replay
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In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan. There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking capacity, and horizontal asset…
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