Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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The Keeping it Real-Estate Podcast provides educational content for real estate investors, both new and experienced. Mike Roeder and Dan Brisse interview real estate professionals to gain valuable insights into multifamily investing.
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Real Estate is the fastest path to Financial Freedom. Join Param Baladandapani MD - Radiologist, mom, real estate investor and mentor to other real estate investors - as she talks about the different strategies in Real Estate Investing and how you can create your personalized roadmap to Financial Independence aligned with your goals, resources and risk appetite. Together, Param and her guests hope to inspire you and answer all your real estate related questions and help you overcome the limi ...
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Financial Education and Entrepreneurship for Professionals
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We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
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Welcome to Pathways to Prosperity, your go-to podcast for achieving success in real estate. Join us as we dive into insightful interviews with successful entrepreneurs and seasoned investors who share their journeys, strategies, and secrets to attaining true financial freedom. Whether you’re just starting out or looking to elevate your real estate game, our expert guests will provide you with the knowledge and inspiration you need to prosper. Tune in and start paving your own pathway to pros ...
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Empowering women to find Financial Independence through Real Estate and Freedom as a Landlady through using our proven property management systems.
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The Capstan Tax Strategies team is known for cutting-edge industry insight, technical precision, and of course, our great personalities. ”Capstan Live” delivers more of the same - straight to you! We’ll take on hot topics, real estate trends, and legislative updates with a focus on sharing the timely, straightforward, actionable information that you and your clients need. If you own real estate or advise someone who does, tune in to ”Capstan Live.” Our strength, your tax savings - live!
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Imagine what it would be like to no longer stress about money. Imagine if you could transform your financial future and unlock a more fulfilling life. This show is your roadmap, and here we explore personal finance, saving, investing, debt management, tax strategies, real estate, wealth building, entrepreneurship, and just about everything in between. Adam Fernandez, a CPA, and his wife bought 3 houses in 4 years by the age of 27 (without a trust fund!). You will learn actionable strategies ...
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US CPA Firm
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Stumbled into being a landlord and accidentally managing a property? Well, if life’s thrown you a curveball, jump into this show to fasttrack your accidental landlord learning curve! On The Accidental Landlord, Peter will help you navigate this accidental journey you’ve been put on, figure out how to find your footing, and connect you with all the right resources. This show will help shave YEARS off of your learning curve by bringing you guests who have already been on this same journey. He’ ...
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SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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White Sheep is a podcast all about business and business related topics. We cover everything from entrepreneurship to investing in real estate and financial markets. Our hosts are business professionals and have spent many years working in, studying and starting businesses. If you are interested in learning about business you will enjoy this podcast.
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Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
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Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
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Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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Conversations with the smartest, most interesting people at the intersection of real estate, leasing and accounting.
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This show is about achieving financial freedom. This show is about growing deeper in faith. This show is about creating strong families in the midst of a world that is trying to destroy them. Frankie D'Astoli is a Catholic and capitalist who buys cash flowing real estate. His episodes focus on helping you grow in financial freedom while maintaining and strengthening your relationship with God and your family.
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Join us as we explore how great real estate agents grow their business, stand out from the crowd, and become irreplaceable. Any real estate podcast can tell you that drip campaigns and follow-up are important. On The Walkthrough™, we get the most successful agents in the country to share their exact follow-up system (episodes 20-22, 54-55, 72). We don't suggest you try to create inventory, we show you how to do it (episodes 39, 67-68). We don't just say open houses are still important, we sh ...
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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REI Talk Detroit | Weekly News and Interviews With Active Real Estate Investors in Metro Detroit, Michigan
Dennis Fassett
News, Interviews, and Q&A focused on Real Estate Investing in the Metro Detroit Michigan area.
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Welcome to this Exclusive "Build the Missing Middle" Podcast Mini-Series Hosted by Dave, Kartik, and Jimmy, this series introduces our power team, provides up-to-date resources, and assists our community of Missing Middle developers by navigating today's ever changing landscape, and dedicated to creating a positive impact through contribution. We also aim to help educate and ensure transparency for our current and future passive investors.
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The show where we talk all things accounting for Real Estate Investors! Whether you outsource your bookkeeping or you DIY, there is information here for everyone!
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Secrets of the Sell is an informative podcast highlighting all things real estate related. In addition we discuss the entrepreneurial journey with business owners and their secrets of the sell.
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What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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Bringing together healthcare providers, business leaders and forward thinkers at the intersection of healthcare and real estate to explore optimizing human, property, or professional performance. In conversations with innovators, industry disruptors and strategy masters inspired by progressive medical procedures, health & wellness therapies and investment real estate solutions we analyze how to deliver better patient care using medical office buildings, surgery centers, urgent care centers a ...
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Welcome to the Succeed REI Podcast - the go-to show for individuals who want to build wealth and achieve financial independence through real estate investing. This podcast is designed to help both novice and experienced investors learn about real estate investing strategies, get expert advice, and stay up-to-date on the latest trends in the real estate market.Each episode features interviews with industry experts and successful investors, who share their insights, experiences, and tips on ho ...
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A podcast discussing the stock market, swing trading, and finding the next big companies to invest in. Find out more: rogerchanin.com/investing Roger Chanin is not an attorney, financial advisor, CPA, lender or real estate agent. The content on this www.rogerchanin.com and the Roger Chanin Investing Podcast is for entertainment purposes only and shall not be construed as tax, legal, financial advice, or other and may be outdated or inaccurate; it is your responsibility to verify all informat ...
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This podcast aims to empower, educate and encourage women with the knowledge and confidence they need to take control of their financial lives. Each episode provides actionable advice, real-life stories, and expert insights to help women achieve financial independence and confidence.
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US Multifamily Apartment Investing Podcast Stars & Stripes is the only one of its kind that observes the U.S. multifamily apartment Investment market from a European perspective and interviews people that are passionate about US Multifamily Apartment Investing in Emerging US Markets. Enjoy 30 minutes quality time per episode, you can access a variety of benefits while you're driving, traveling on a plane, or exercising, which include learning more about interviewees, what drives them, etc. a ...
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The Mayor of Money Podcast Series will feature a wide variety of experts discussing issues related to financial and estate planning, entrepreneurship and real estate and development. You will gain new perspectives on how to make your money work for you.
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Welcome to The Blake Haggett Podcast show hosted by 26 year old entrepreneur, innovator, commercial real estate advisor and influencer Blake Haggett. On this podcast you will find interviews and stories with some of the most innovative entrepreneurs, authors, influencers, and CEO's of this era.
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Help Generate business through Social Media Platforms
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9 to 5 outsiders podcast with Ousmane Diallo is where you can learn tips and ideas on how to overcome the challenges of leaving your job to start your own business journey. If you are all about challenging the status quo and would not settle for average, then you’ve come to the right podcast.
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EP176 Smart Tax Moves for Real Estate Investors with Brandon Hall, CPA
38:19
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38:19In this episode of Keeping It Real Estate, Dan sits down with Brandon Hall, CPA and founder of Hall CPA PLLC, to break down some of the most powerful and often misunderstood tax strategies in real estate investing. Brandon shares his insights on everything from bonus depreciation to the real estate professional status designation, helping listeners…
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73: Sleep Tips Every High Achiever Needs to Hear
32:09
32:09
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32:09Are you a high achiever running on caffeine and 5 hours of sleep? Think again. In this enlightening episode, we’re joined by Dr. Catherine Darley—board-certified sleep specialist and psychologist—who dives deep into why peak performers need more sleep, not less. If you’ve ever believed that success requires sleep sacrifice, this episode will change…
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How to Quickly Assess a Deal in 1-Minute Using This Free Spreadsheet Featuring Bruce Kirsch
30:14
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30:14In this insightful episode, Bruce Kirsch shares how real estate professionals can quickly evaluate investment opportunities using his powerful analysis tool. He explains how, in just a few minutes, the tool helps users determine whether a deal is worth exploring further—or if it’s better to walk away. This fast, first-pass analysis is designed to s…
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506: Mortgages and Reverse Mortgages with Wade Pfau
31:04
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31:04, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. It’s a complex question, but let’s unpack the math and the emotion so you can decide for yourself. First, think of your mortgage as a lever: with just 20% down, you control 1…
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EP 94 - Family on Hiring Strategies: What Instagram "Gurus" Won't Tell You
14:48
14:48
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14:48Send us a text The strategic employment of family members offers significant tax advantages when implemented correctly, but widespread misinformation can lead to costly mistakes and potential audit issues. • Pay family members based on work performed, not automatically the standard deduction amount • Family Management Companies are problematic unde…
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What Every First-Time Homebuyer MUST Know Before Buying feat. Manny Pozas
1:10:43
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1:10:43#7 Homebuyers don’t always get the support they need in preparing to buy a house. Today, we sit down with mortgage expert Manny Pozas, co-founder of The Mortgage Group, to discuss key considerations and common misconceptions for first-time homebuyers, including costs that are often overlooked or misunderstood such as private mortgage insurance (PMI…
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326. What to Do Now that Tax Day is Over + Answering Your Pressing Questions
24:33
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24:33In this post 4/15 recap, Thomas and Ryan reflect on the key themes and expert interviews from the year so far, from tiny homes to creative finance, and reinforce a common truth: smart investing still works in today’s market if you stay focused and play the long game.They also dive into what’s happening with the 2025 tax bill, including the outlook …
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Ep. 48–From Vietnam to Greece, How Nikki Hom manages her rentals while living and working abroad.
30:31
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30:31In this episode, we sit down with Nikki Hom—a world traveler who’s proving you don’t have to stay put to build wealth through real estate. From Vietnam to Greece, and places like Jordan, Russia, and Jerusalem in between, Nikki shares how she got started with rental properties and how she continues to manage them while living and working abroad. She…
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325. Why Now Might Be Multifamily’s Biggest Opportunity Yet with Michael Blank
37:09
37:09
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37:09In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with multifamily syndication expert Michael Blank to unpack why 2025 may be one of the best times in years to get started—or scale—in multifamily real estate.Tune in to learn:- Why today’s market conditions offer lower risk and higher long-term upside.- How Michael bounced back …
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Retirement Savings: When to Take Your Foot Off the Gas - 528
34:12
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34:12You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas p…
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Turning Unused Space Into Passive Income:: Joseph Woodbury on How Neighbor.com Creates Extra Cash Flow
31:31
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31:31This week hosts Cameron Christensen and Anthony Faso chat with Joseph Woodbury, CEO and co-founder of Neighbor.com—the innovative peer-to-peer storage platform often dubbed “the Airbnb of storage.” Joseph shares the inspiration behind launching Neighbor, explores how the platform helps homeowners and investors turn unused space into genuine passive…
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EP177 Neal Bawa on Tariffs, Rates, and the Future of Multifamily Investing
44:49
44:49
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44:49In this episode of Keeping It Real Estate, Daniel Fink welcomes back Neal Bawa, the "Mad Scientist of Multifamily," for a timely deep dive into how tariffs, inflation, and shifting market cycles are impacting real estate today. Neal breaks down why 2027 could be a golden window for value-add investors, why Class A properties are unusually attractiv…
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72: Ways Your Are MISSING Money in Your Business and How to Solve that Today
44:48
44:48
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44:48Think bookkeeping is just data entry? Think again. Entrepreneurs are losing millions every year not because they lack hustle — but because they don’t know where their cash is going. In this episode, Natalia from Zachary Consulting reveals how one client went from $800K in the red to $200K in profit in six months — all by mastering their numbers. If…
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505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns
51:41
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51:41I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…
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How to Make Your Kid a Millionaire Before 18
24:57
24:57
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24:57The wealthy do a great job setting their kids up for financial independence early on but most of us are clueless - and NO - the school system unfortunately DOES NOT give them this core foundation. As parents, all of us would do anything to keep our kids from making the same avoidable mistakes we made. So our kids Aren’t stuck in the hedonic cycle o…
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The Story Behind the Stats: Patrick Duffy Breaks Down Real Estate Trends
29:10
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29:10Ever wonder what the stats in those flashy real estate headlines really mean? In this episode, Bruce Bean welcomes economic and real estate expert Patrick Duffy for a behind-the-scenes look at the trends shaping commercial and residential property markets across the U.S. Patrick shares how a background in economics and a few key internships launche…
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"Beyond the Audit: Strategic Insights from CPA and Community Connector Chris Rux"
31:08
31:08
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31:08What happens when a CPA becomes more than just a number cruncher? In this episode, we sit down with Chris Rux—Partner at Cherry Bekaert and community-focused connector in Tampa—who breaks the mold of a traditional accountant. Chris shares how his journey from Alabama to Tampa shaped his perspective on success, family, and business. From starting ou…
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Ep #90 - Kids hold the secret to a happier & richer life - with Dr. Hasan Merali
47:05
47:05
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47:05Sometimes the answers are right in front of us. My guest today is Dr. Hasan Merali, MD MPH, author of Sleep Well, Take Risks, & Squish the Peas. We both believe kids hold the secret to a happier & richer life. Today, Hasan provides stories & evidence from the science of toddlers to back this up. He also discusses how we can incorporate certain prac…
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EP 93 - How to Live the Tax Free Lifestyle
13:16
13:16
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13:16Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... T…
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Ep. 47–Traveling Landladies: Mastering Travel Hacks and Remote PM for the Busy Landlady
22:46
22:46
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22:46Managing rentals while lounging on a beach or flying first class? Yes, please. We’re Rachel and Marie—landladies who’ve learned how to automate, delegate, and travel smart. Welcome to Travel Hacks for Landladies, where we share the insider tips that let us manage rental properties from anywhere in the world. We dive into everything from business ba…
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Rocio Luna: Navigating Insurance from Claims to EMR with Purpose and Passion
22:46
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22:46In this episode, Bruce Bean welcomes Rocio Luna, a dynamic commercial insurance broker based in Southern California. Rocio shares her unique journey into the world of insurance—starting from the ground up with zero experience, facing challenges head-on, and eventually transitioning from claims management to a thriving career in sales. Rocio explain…
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“Defense Tech & Innovation: Michael Fieldson’s Mission with Ombra”
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32:32In this episode, Tristan sits down with Michael Fieldson, the visionary behind Ombra, a cutting-edge defense tech company working at the intersection of biometrics, AI, and military-grade innovation. Michael shares how his journey from Navy intel to founding Ombra reflects his lifelong mission to solve complex problems for those serving on the fron…
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324. Which Boring Strategy Still Wins in 2025? With Henry Washington
29:34
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29:34In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with seasoned real estate investor and author Henry Washington to discuss why he’s not chasing creative finance trends, and why his “boring” strategy continues to deliver results in 2025’s unpredictable market.Tune in to learn:- Why Henry sticks with off-market deals and direct …
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From China to the U.S.: Tim Chen’s Path to Building Connected Companies
36:37
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36:37In this episode, Bruce Bean chats with Tim Chen, co-founder of Connected Companies, about his incredible journey from China to becoming a real estate entrepreneur in the U.S. Tim opens up about moving to the States with little English, failing early ventures, and how he finally broke into the commercial real estate world through sheer persistence. …
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Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
42:24
42:24
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42:24What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to spitball on whether they can retire around age 55 or 60, and whether they should max out their Roth or convert to Roth, today on Your Money, Your Wealth® podcast 527 with Joe Anderson, CFP®, and Big Al…
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The Truth About Policy Loans: What Every Infinite Banking User Needs to Know
26:01
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26:01This week Cameron Christensen and Anthony Faso pull back the curtain on one of the most misunderstood aspects of Infinite Banking: policy loans. If you’ve ever been confused about how policy loans work, worried you’re “borrowing from yourself,” or wondered if taking a loan will derail your policy’s growth, this is the episode you need. Cameron and …
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“Engineering Growth: Kevin Schafheimer’s Journey in IT Consulting”
19:49
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19:49In this episode of the Pathways to Prosperity Podcast, host Tristan Fullum sits down with Kevin Schafheimer, founder of the IT consulting firm Stanler, to explore the evolution of his business and the values driving its success. From his early passion for technology to the real-world hustle of balancing a full-time job while building his company, K…
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EP 92 - Maximizing Healthcare Tax Benefits: HSAs, HRAs, and Strategic Planning
18:03
18:03
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18:03Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... T…
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71: How to Go From Side Hustles to Building a Passive Income Empire
35:59
35:59
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35:59Are you tired of trading your time for money and looking for a smarter way to build wealth? What if you could invest in commercial real estate and create passive income without the headaches of being a landlord? Today we sit down with Eric Burns, founder of Flowers Capital, to discuss the journey from flipping single-family homes to building wealth…
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504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts
46:39
46:39
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46:39The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a big sale is quickly followed by a le…
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If you have been struggling to Replace your clinical income through investments & slash your tax bill - but keeIf you have been struggling to Replace your clinical income through investments & slash your tax bill - but keep hearing stories of physicians like you doing just that- you’re not alone! If you dream of Financial security but: 1. You never…
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From Basketball to Build-to-Rent: Javorn Ferrell’s Real Estate Playbook
21:38
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21:38In this episode, Bruce Bean chats with former athlete turned real estate entrepreneur, Javorn Ferrell, about his fascinating journey from pro basketball courts in Europe to leading build-to-rent housing developments across the U.S. Javorn shares how a desire to make a lasting community impact led him to Google “how to get rich”—and how that search …
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... T…
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Bryan Marks: Riding the Waves from Wind Surfing to LA Home Flipping
16:33
16:33
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16:33In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with Bryan Marks, a real estate investor, home flipper, and realtor with a unique journey. From windsurfing instructor to advertising professional, pilot, and eventually a real estate entrepreneur, Bryan shares how his unexpected start in real estate led to a success…
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323. 2025 Market Volatility: What Real Estate Investors Need to Know with Connor Low
38:31
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38:31In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today’s economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it.Connor breaks down the current market landscape, explains wh…
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Blending Bytes and Brick-and-Mortar: David Blumenfeld on NextRivet Success
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17:10How do shopping centers, commercial properties, and mixed-use spaces keep up with the rapid evolution of digital technology? In this episode, Bruce Bean sits down with David Blumenfeld, co-founder of NextRivet, to discuss how his company is bridging the gap between digital innovation and physical spaces. With years of experience in San Francisco’s …
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Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
51:11
51:11
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51:11Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What’s the big deal? Today the “IRA guru” Ed Slott, CPA returns to Your Money, Your Wealth® in podcast number 526 with Joe Anderson, CFP® and Big Al Clopine, CPA to tell us why he calls the Roth IRA “the greatest account ever …
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Design the Perfect Day, Crush Chaos & Build Your Empire – with Craig Ballantyne
42:30
42:30
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42:30Cameron and Anthony interview Craig Ballantyne, digging into his journey from self-described undisciplined binge-drinker to published author and high-performance mentor. Learn why systems—not sheer willpower—create sustainable success. Discover how Craig’s "elimination, preparation, and connection" approach works for breaking bad habits, achieving …
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Ultimate Investment Amidst Tariff Turmoil
29:26
29:26
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29:26President Trump’s tariff policy induced sell off threw the stock market into turmoil this month wiping over $10 trillion off major markets across the globe. And since then the market’s been going crazy- there’s real concern about global financial market instability & spiraling of the US economy. But while so many are fearful and sitting on the side…
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Ep. 46–Get It Listed, Get It Leased: Rental Turnover Made Simple
30:07
30:07
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30:07Vacancies costing you time and money? Not on our watch. In this episode of Landlady Boss, We’re breaking down exactly how to get your rental listed and rented fast. We’ll cover what to do before you even hit "publish" on a listing, how to write copy that gets attention, where to post, and how to attract quality tenants without wasting weeks. Whethe…
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70: How You Can Grow Your Businesses With THIS Podcast Interview Strategy
37:24
37:24
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37:24What if your next business breakthrough wasn’t in another marketing funnel, but in a conversation? Entrepreneurs and small business owners constantly chase the latest growth hacks—SEO, paid ads, and social media strategies—only to feel stuck in an endless cycle. But what if you could build real relationships that drive business growth without burni…
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503: How to Fund Your Commercial Real Estate or Business Acquisition
39:45
39:45
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39:45Last week on Wealth Formula Podcast, we dove deep with an expert who specializes in due diligence for small business acquisitions. To reiterate, what makes small business acquisitions especially enticing are the incredible financing opportunities available through the SBA. Imagine this: you only put down 10 percent on a $5 million business, and sud…
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EP 90 - How to Mitigate Taxes When Selling Your Business
16:24
16:24
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16:24Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available fo…
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Deal or No Deal? Kayla Frerking on Navigating 1031 Exchanges with Leader Bank Confidence
23:01
23:01
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23:011031 exchanges can be complicated, but what if they could also be... fun? In this episode, Bruce Bean sits down with Kayla Frerking, a true leader in 1031 exchanges and a key player at Leader 1031, a subsidiary of Leader Bank. Kayla breaks down the complexities of 1031 exchanges, shares how she’s making tax code exciting, and talks about her unique…
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"Scaling Wellness: How Sherrel Sampson Took Canviiy Nationwide"
14:38
14:38
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14:38In this inspiring episode of Pathways to Prosperity Podcast, hosts Terrance and Tristan sit down with Sherrel Sampson, the powerhouse behind Canviiy, an award-winning scalp and hair health brand known for its clean, organic formulations. Sherrel opens up about building her company from scratch, breaking into competitive retail and healthcare market…
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Ep #89 - The stock market is falling, what should we do? With Dr. Paul Healey
34:37
34:37
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34:37I've been investing for 7 years. When the markets get volatile & uncertainty arises, I find it informative & reassuring to sit down with another savvy mind. Today, I'm thrilled to chat with Paul Healey about questions people have related to investing in today's markets. This is jam packed with practical insights and valuable lessons Paul has learne…
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