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A topic driven, business focused show that takes. deep dive into business topics from the perspective of a business professional who buys/sells businesses for a living who works with one of the largest & most reputable firms in the country.
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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show series
 
Ep. 81 Tax Efficient Funding of a Major Purchase (House, Car, etc.) In this episode I share how I helped a client with funding a home downpayment, but this process can work with any amount and any major purchase. The key here is to avoid penalties and keep our taxes to a minimum. Here is the spreadsheet used to walk through this. When you have an a…
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What is a Fractional COO? Here from Summer Goldman Connect with The Business Advocate Podcast on social media: Facebook: https://www.facebook.com/thebusinessadvocatepodcast/ Instagram: https://www.instagram.com/businessadvocatepodcast/ LinkedIn: https://www.linkedin.com/company/the-business-advocate-podcast YouTube: https://www.youtube.com/@TheBusi…
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When choosing a financial advisor, there are a number of questions you want to ask. In this episode of the Red Barn Financial Podcast, Sean Moran answers the Top 5 questions: Is the advisor licensed? Are they truly a financial advisor or are they an insurance agent or coach that gave themselves a fancy name? Don't just pick the first advisor you me…
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In this episode of the Red Barn Financial Podcast, Sean Moran talks about the areas in the Bible where it speaks about money. This is only scratching the surface, because there are over 2,500 verses that talk about money. If you feel convicted to do what God is calling you to do with your money, specifically being a good steward of what has been gi…
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Russell and writer David Pepose return to give you all the details behind issue 2 of Dynamite's SPACE GHOST How will Jan and Jace fair in the custody of Space Ghost? What happened in Space Ghost's past? What in the world is a HEAT THING!? And What's next? All this and more on the newest episode of Ghost Stories Hosts: David Pepose & Russell Moran E…
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Ep 78 Why Drawing From Your Retirement Account Early is a Costly Mistake Many times people take money out of their retirement account early so they can pay bills, because they changed jobs or for "easy access" to their money. In this episode of the Red Barn Financial Podcast, Sean Moran shares why this could be a costly mistake, but in the current …
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Taxes Done? You're NOT Finished Yet! Here's Why When you finish your tax return you want to understand what happened, what you can do for the next year to save taxes or to strategically prepare yourself for future years. In this episode of the Red Barn Financial Podcast, Sean will talk about what to look for on your tax return and things that you c…
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Why networking works Connect with The Business Advocate Podcast on social media: Facebook: https://www.facebook.com/thebusinessadvocatepodcast/ Instagram: https://www.instagram.com/businessadvocatepodcast/ LinkedIn: https://www.linkedin.com/company/the-business-advocate-podcast YouTube: https://www.youtube.com/@TheBusinessAdvocatePodcast…
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/ Connect with The Business Advocate Podcast on social media: Facebook: https://www.facebook.com/thebusinessadvocatepodcast/ Instagram: https://www.instagram.com/businessadvocatepodcast/ LinkedIn: https://www.linkedin.com/company/the-business-advocate-podcast YouTube: https://www.youtube.com/@TheBusinessAdvocatePodcast…
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It's our debut episode! Go behind the scenes with the latest issue of SPACE GHOST with the man who wrote it, David Pepose! We discuss everything from the comics origins, the literary voices of characters, David's influences, and of course, BRAK All this and more on the first episode of GHOST STORIES w/ David Pepose Follow us on: Twitter/X: @SpaceGh…
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Great topic on learning about how taxes affect the type of business you are and what are some of the things business owners get themselves in trouble. Connect with The Business Advocate Podcast on social media: Facebook: https://www.facebook.com/thebusinessadvocatepodcast/ Instagram: https://www.instagram.com/businessadvocatepodcast/ LinkedIn: http…
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In this episode I share some times when spending more money will save you money. As a financial advisor, I often advocate for people to save money for their future, but there are many times when spending more money can save you money in the long run. One example is for a quality "once in a lifetime" experience. There is a balance between spending t…
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Listen to the number 1 SBA individual contributor talk about and answer questions regarding the SBA 7a Loan Application and process. Great information if you are considering going the SBA route when buying a business. Connect with The Business Advocate Podcast on social media: Facebook: https://www.facebook.com/thebusinessadvocatepodcast/ Instagram…
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You do not want to miss the SBA 7a podcast launching tomorrow. Here is a quick peek at what you can expect. Connect with The Business Advocate Podcast on social media: Facebook: https://www.facebook.com/thebusinessadvocatepodcast/ Instagram: https://www.instagram.com/businessadvocatepodcast/ LinkedIn: https://www.linkedin.com/company/the-business-a…
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To buy or lease? Business owners go back & forth on this & there are many factors to consider as well as the best ways to do this. This episode is NOT one to miss if this is of interest to you. Russell & his guest, Robert Smith, cover many nuances in commercial real estate whether you are buying or leasing. Connect with The Business Advocate Podcas…
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Ep. 75 Taking Money out of your Retirement Account Can Destroy Your Financial Life In a podcast by Sean Moran, a financial advisor with Red Barn Financial, discourages people from withdrawing money from their retirement accounts before reaching the age of 59 and a half due to tax penalties and the added tax cost. The podcast discusses two real-life…
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Being overly invested in your business without personal protection can lead to significant problems, a more common issue than many realize. Recognize that you are your own best asset. Learn how to overcome the stigma of determining when you're "worthy" to invest by tuning in to this episode. It could have a positive impact on your future. Connect w…
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In this Episode of the Red Barn Financial Podcast I get the opportunity to interview Jackson Matheson of the Wood Group of Fairway Mortgage. He shares his experiences and the reason why he is passionate about the Home Equity Conversion Mortgage (HECM). Jackson shares why this tool gives you an opportunity to make sure you are financially secure in …
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A recent study by Boston College recommends ending 401(k) and IRA tax benefits in order to use the extra tax revenue to fund Social Security. I share in this podcast episode why I think that could be a bad idea that would lead to more issues for retirees in the future, which would mean simply transferring the problem to the future. The Center for R…
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Anne and Russ discuss the next chunk of Hobgoblin issues. Hobgoblin and The Rose take on the rest of NYC's gangters in GANG WAR. And then, The Hobgoblin's identity is finally revealed...or is it? We think this one broke Anne Amazing Spider-Man #284-289 Thanks to FOMIES for their track Hobgoblin Special thanks to 331Erock Stay tuned after the outro…
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Join Russell as he hosts Jared Johnson, the #1 SBA lender in the country, for an in-depth discussion. They cover the current state of banking, forecast its trajectory, and explore how businesses can capitalize on upcoming trends. From different types of loans and rates to tips on finding the right lender, this episode has it all. Don't miss out! Co…
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In this episode of the Red Barn Financial Podcast I have a great conversation with business broker Russell Carriere of First Choice Business Brokers. Russ is a 30 year entrepreneur who helps business owners understand what their businesses are worth and how to position a business for sale in the near or distant future. Russ can be contacted here: W…
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Ep. 69 Where you put your money is as important as how much you have. You want to be tax efficient with your money so the particular account you put different assets in will drive whether they are efficiently taxed or not. In this episode of the Red Barn Financial Podcast I will share some factors you need to consider when you are choosing where an…
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Marketing is such a big topic & encompasses many twists & turns. Join Russell as he welcomes James Danella of Media Vision Advertising to the show. Together, they help navigate what business owners need to know, whether they're handling their own marketing or considering hiring a firm. This engaging episode is packed with insights that will leave y…
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Ep. 68 How Much Money You Need To Have Saved For Retirement At Any Age In this episode of the Red Barn Financial Podcast, I discuss the amounts or ranges you want to save in order to be able to retire comfortably. If you haven't saved enough money yet to really get to where you want to be, that doesn't mean it's time to give up. It simply means it'…
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Russell Carriere, our host, briefly describes the nature of this show as well as a bit about his background & why he decided to develop this show for you... the business owner. Tune in & let us know what you think. If you have questions, be sure to reach out to us & Russell will address them on future episodes or will even bring on an expert specif…
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Episode 67 Tax Season Has Started Should You File Right Away? You can now file your 2023 tax return, but you may have reasons to hold off on filing your return. In this episode of the Red Barn Financial Podcast I discuss the reasons why you might want to hold off until you have what you need. If you are looking for some free resources for filing yo…
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Ep. 66 Proper Planning Can Leave You Prepared - Otherwise This Happens All too often we are going through life without the most important things we need for our financial security and the security of the ones we love. We end up missing these things because we are so busy doing the things that we believe are in our best interest but we aren't doing …
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In this episode I share the factors to consider when you are thinking about a lump sum payout vs a monthy payment like a pension or annuity. Each person's situation is a bit different, so this episode will share with you the different considerations when deciding between an pension/annuity versus a lump sum payout. Here is the example I go over in …
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ARE YOU READY FOR REDMAN!? Reddo Fight is a new, interactive, series where Russell will provide WRESTLING style commentary over "episodes" of the Tsuburaya Productions Tokusatsu series REDMAN. TO play a long, simply follow the link below to find the video. When the bell rings, hit play! Simple as that This episode features the very first Redman fig…
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Year End Recap - You can buy a house with how much down? In this episode I talk about the new rule that allows people to only put down 5% on purchases of multi-unit dwellings and what my thoughts are on that. I also share my top performing YouTube video and my top performing podcast episode. I share about my new book I co-authored with my wife call…
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In this episode of the Red Barn Financial Podcast, we go behind the curtain to learn the keys to building business credit without the personal guarantee. I interview Josh Love and Brittany Winner of J Galt. They share how you can build your business credit and why it's so much different than personal credit. To connect with Josh you can email him a…
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Podcast Title: Navigating the 2024 Tax Landscape: A Guide for Taxpayers There are some visual aspects of this episode that might be better suited for YouTube. If you would like to watch, here is the link: https://youtu.be/SUDo_pS0-A8 Description: Stay ahead of the curve with this insightful podcast as we delve into the key tax figures for 2024. Our…
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In this episode of the Red Barn Financial Podcast, Sean Moran explains the reasons why you might not want to put real estate in your IRA. You will find people pitching the idea of putting a real estate investment into an IRA, but there are many drawbacks from this strategy. First, real estate provides many tax beneficial treatments, but when you pu…
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HOBGOBLIN LIVES...AGAIN Russ, the self proclaimed biggest Hobgoblin fan in existence, is joined by his friend, co-host, (and former Sith apprentice) Anne. Anne has never read Hobgoblin comics before, so hear her first thoughts on one Marvel's greatest but forgotten foes. This episode covers Amazing Spider-Man #238-239, 244-245, 249-251, and Spectac…
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Ep. 60 - Knowing This Rule When Trading Stocks Can Save You Taxes. There is a rule known as the wash sale rule under IRS Code Section 1091 that essentially will prevent you from taking a loss on the sale of a stock if you buy the same stock or security back in a short period of time. This time period is 30 days prior to the loss sale and 30 days af…
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Ep. 59 Year End Planning - Make the Most of Capital Gains and Losses In this episode of the Red Barn Financial Podcast, we will talk about how to minimize your taxes by taking advantage of capital gain and loss planning. We will talk about what the differences are between short term gains and losses versus long term capital gains and losses. I will…
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The September retail numbers are in and they came in hotter than expected. What might this mean for our economy and for inflation? What factors might shape the upcoming quarter and spill over into next year. We will share this with you in this episode of the Red Barn Financial Podcast. If you have questions about this strategy or other financial pl…
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Ep. 57 The Power of the Health Savings Account - Triple Tax Benefits In this episode of the Red Barn Financial podcast we talk about the power and benefits of Health Savings Accounts or HSAs. They provide unique tax benefits: You get a tax deduction for the contribution if you qualify for an HSA The money grows tax deferred If you take it out for q…
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In this episode of the Red Barn Financial Podcast I speak about the top 5 reasons people stay poor. While people can fall on hard times, it's all too often the habits and the things we are doing that keep us poor. If we make adjustments to these things, there is no reason that you can't be successful, at least in the US or another free country. If …
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Ep. 55 Helping One Million Plus Entrepreneurs with Jim Morris In this interview Jim shares how we wants to help 1,100,100 entrepreneurs. He plans to do this through Impact Events, his company that helps entrepreneurs through conferences and coaching. If you want to join his October event find it here: https://impacteffect23.com/ Use Promo Code ML33…
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