))
The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
…
continue reading
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
…
continue reading
1
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert
1
213
Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions? In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances. My mission is to help equip you to have a financially successful small business through financia ...
…
continue reading
Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
…
continue reading
For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
…
continue reading
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
…
continue reading
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
…
continue reading
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 ...
…
continue reading
Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
…
continue reading
FREE Biz & Tax Elite Newsletter - Subscribe Now! The purpose of Tax Advisor & Biz Coach Success podcast is to share real estate, ecommerce, tax and accounting tips for entrepreneurs and small business owners with S Corp, LLC and Partnership. How to understand the IRS tax code for BSI and Sales tax and Nexus. Plus learn with expert guest that share my business insights into how to run a successful, stable and profitable company $. FREE Biz & Tax Elite Newsletter - Subscribe Now!. https://etbs ...
…
continue reading
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 ...
…
continue reading
Een podcast voor ruim 40.000 Nederlanders met ook de Amerikaanse nationaliteit die te maken hebben met Amerikaanse belastingen. Neem contact met ons op: [email protected]
…
continue reading
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
…
continue reading
We take listeners on a journey through the eyes of anti-corruption veterans who were on the frontline of many key events that have defined our world today, with perspectives on reform and key historical events you won't hear anywhere else. In Series 1 we sit down with leading white collar crime lawyer Jack Blum who tells us about his life's work during a period of huge geopolitical change and transformed global tax and financial systems. From the BCCI scandal, to Panamanian dictator Noriega’ ...
…
continue reading
4
Empire Tax Professionals: Tax Tips for High-Earning Business Owners and Entrepreneurs
Rachel Michaelov
02
Welcome to Empire Tax Professionals: Tax Tips for High-Earning Business Owners and Entrepreneurs, the go-to podcast for savvy business owners and entrepreneurs looking to maximize their deductions and stay compliant with tax laws. Hosted by licensed tax expert and Entrepreneur Rachel Michaelov, this podcast covers a wide range of topics including tax planning, bookkeeping, sales tax, tax preparation, payroll, and tax planning for high-income businesses. Rachel Michaelov is licensed in all 50 ...
…
continue reading
You’ve spent a lifetime using your strengths as a woman to make smart decisions about life. Isn’t it time to apply those same strengths to making financial decisions and investing? Listen in and learn how to apply your natural strengths as a woman to managing your finances and investing, so you can accomplish more with your money. Without giving up lattes, wine or mani-pedis. Hosted by Catherine Magaña, CFP® & Rachel Ivanovich, EA, MBA Savvy Women Wealth Management is an SEC Registered Inves ...
…
continue reading
Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
…
continue reading
Taxes touch every aspect of society, including who rules, where factories are built, what people drink, what car they buy, when they have children, and when they die. Scott Dyreng (Duke) and Jeff Hoopes (UNC), two accounting professors, chat about taxes, including current events, with the energy of an over-caffeinated chihuahua. Listening is guaranteed to be far more entertaining than actually paying your taxes.
…
continue reading
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
…
continue reading
Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
…
continue reading
Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
…
continue reading
Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
…
continue reading
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
…
continue reading
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging enviro ...
…
continue reading
1
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
043
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
…
continue reading
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
…
continue reading
Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
…
continue reading
Join Matthew Sercely- as he discusses... well, anything he wants to. There will be lots of discussions of the law, philosophy, logic, and anything else that strikes his fancy. He is a father, a husband, an attorney and tax advisor, a libertarian/anarchist, and a polymath with a freakishly good memory.
…
continue reading
Long-Term Care Specialist, Brian Ott hosts a weekly show covering all aspects of long-term care.
…
continue reading
Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
…
continue reading
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
…
continue reading
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
…
continue reading
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding per ...
…
continue reading
Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
…
continue reading
1
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
Podcasts from Dynamic Advisor Site
…
continue reading
Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
…
continue reading
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
…
continue reading
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
…
continue reading
Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's ...
…
continue reading
Welcome to "The SALTcast," your go-to podcast channel for unraveling the intricate world of sales tax. If you're a business owner seeking clarity on sales tax regulations, or a seasoned CPA aiming to provide your clients with impeccable guidance, this podcast is tailored just for you. Hosted by industry experts from Peisner Johnson, the SALES TAX PEOPLE, with decades of experience in the field, "The SALTcast" is a comprehensive resource designed to demystify the complexities of sales tax and ...
…
continue reading
Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
…
continue reading
Money Maximising Advisors Limited, a trusted financial consultancy firm, operates in Galway, Dublin, Cork, Kildare, and Limerick. Our expert advisors offer personalized financial solutions to help you achieve your wealth and investment goals. Let us guide you towards financial success with our proven strategies and tailored advice.
…
continue reading
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
…
continue reading
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
…
continue reading
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
…
continue reading
1
Section 72 Policies in Dublin: How Much Inheritance is Tax-Free in Ireland?
0:25
0:25
Play later
Play later
Lists
Like
Liked
0:25
Section 72 Policies are here to provide a beacon of hope for those looking to maximize their assets and leave a lasting legacy for loved ones. Listen more: Section 72 Policies in Dublin: How Much Inheritance is Tax-Free in Ireland?By teammmadvisors
…
continue reading
1
“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
49:13
49:13
Play later
Play later
Lists
Like
Liked
49:13
With Steven Jarvis—CEO and Head CPA Retirement Tax Services Overview Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more. Listen in… > Download a transcript of this episode… NOTE: The views a…
…
continue reading
1
Pre-Tax vs. Post-Tax: Which Investment Strategy is Right for You? - Digging In - Rooted Wealth Advisors
9:50
9:50
Play later
Play later
Lists
Like
Liked
9:50
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. In today's episode of Digging In, host John Savarino dives into a detailed case study comparing traditional pre-tax investment accounts with Roth post-tax accounts. What’s the real difference? Which o…
…
continue reading
Brian compares Traditional and Asset-Based long-term care plans and teaches you why you don’t want to pay more for less.By Brian Ott, RICP, CLTC
…
continue reading
1
Engineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac Reese
1:03:09
1:03:09
Play later
Play later
Lists
Like
Liked
1:03:09
Zac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by developing proprietary software that records and replicates haircuts with precision. Zac reveals his entre…
…
continue reading
1
Market Insights: Preparing for Financial Uncertainty
38:07
38:07
Play later
Play later
Lists
Like
Liked
38:07
In this episode of Money Matters USA, Fred Saide discusses the evolving landscape of retirement planning, emphasizing that retirement is not an end but a new chapter. He explores market dynamics, the importance of understanding risk, and the necessity of having a solid financial plan to navigate uncertainties. The conversation highlights strategies…
…
continue reading
1
Kevin Brucher discusses the current market turbulence and its implications for retirement planning.
34:24
34:24
Play later
Play later
Lists
Like
Liked
34:24
Kevin Brucher discusses the current market turbulence and its implications for retirement planning. He emphasizes the importance of understanding tariffs and their impact on the economy, the necessity of maintaining cash reserves, and the potential benefits of annuities as a safe investment option. Kevin provides insights into navigating the stock …
…
continue reading
1
212 \\ Sales Won’t Save You: Why Your Business Needs a Financial Playbook with Hillary Seiler
32:07
32:07
Play later
Play later
Lists
Like
Liked
32:07
Is your business growing—or just getting more expensive? In this episode, we talk with Hillary Seiler, aka Coach Hill, a money coach to NFL teams and small business owners. She shares why cash flow—not sales—is the real key to business success. Hillary breaks down how to find where your money is going, what’s actually bringing in revenue, and how t…
…
continue reading
Due to some concerns regarding my financial advisor, should I be looking for somebody new to manage my money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data …
…
continue reading
When it comes to saving for retirement, one of the most common questions is also one of the most misunderstood: should I contribute to a traditional or Roth account? And which one offers the smartest long-term tax strategy? In this episode, Dennis breaks down what makes each option unique and why the answer isn’t one-size-fits-all. He also shares h…
…
continue reading
1
Retiring in Turbulent Markets: Is 2025 Still Your Year?
24:49
24:49
Play later
Play later
Lists
Like
Liked
24:49
Market volatility in 2025 doesn't have to derail retirement plans if you've properly structured your income sources and diversified your investments. Proper retirement planning involves creating stable income buckets that aren't totally dependent on market performance, allowing retirees to weather economic storms with confidence. • Sequence of retu…
…
continue reading
1
Case Study: A Junk Drawer of Investments - Digging In - Rooted Wealth Advisors
22:09
22:09
Play later
Play later
Lists
Like
Liked
22:09
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Investment Advisor Representative, John Savarino, gets into the details on another case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement. Leaving a le…
…
continue reading
1
Turn Your Savings Into a Real Retirement Plan
18:23
18:23
Play later
Play later
Lists
Like
Liked
18:23
You’ve worked hard, saved diligently, and now you’ve got a solid 401(k) and a few other accounts... but now what? In this episode, Phil answers a common question submitted by one our listener’s: How do I turn my savings into a real retirement plan? We’ll walk through how to shift from accumulation to distribution, and explains how to organize your …
…
continue reading
1
The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
38:32
38:32
Play later
Play later
Lists
Like
Liked
38:32
With Glenn Israel, CEO & Founder, GFI Wealth Partners Overview Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independ…
…
continue reading
1
Can You Really Build Tax-Free Income With an HSA?
5:13
5:13
Play later
Play later
Lists
Like
Liked
5:13
Are HSAs good tax-advantaged accounts? Can you really accumulate funds over the years and use it tax-free in retirement? This is what listener Beth is wondering. She maxes out her HSA every year without touching it. We’ll discuss whether this strategy could be a smart move or if there are potential pitfalls to consider. Here’s what we discuss in th…
…
continue reading
1
Volatility Alert - Tariffs, Bear Markets, and Your Investments Explained
36:23
36:23
Play later
Play later
Lists
Like
Liked
36:23
Markets are bouncing, headlines are loud, and many investors are wondering how much more volatility is coming. In this episode, Ryan, Ron and Nick explain what’s driving the latest market volatility, specifically the renewed wave of aggressive tariffs, and how investors can respond without falling into reaction mode. Here’s what we cover in this ep…
…
continue reading
In thinking about what to do in this economic downturn, I was wondering whether stepping up our Roth conversions might be a smart move? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn…
…
continue reading
1
Top Tax Benefits that Every Wealthy Woman Should Know
19:08
19:08
Play later
Play later
Lists
Like
Liked
19:08
Welcome to this week's episode of the Savvy Women Podcast. In this episode, Rachel Ivanovich and I discuss Maximizing your tax benefits. So if you want to save money on taxes, avoid costly mistakes , and maximize tax credits so you can lower your tax bill, tune in now! In this episode, you'll discover: Maximizing tax benefits Finding tax credits th…
…
continue reading
1
Investing in Sports: A Weapon of Mass Construction | Lynn Lashbrook
21:02
21:02
Play later
Play later
Lists
Like
Liked
21:02
In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving …
…
continue reading
1
211 \\ Breaking: Proposed Tax Law Could Give You a Big Deduction Boost in 2025
28:23
28:23
Play later
Play later
Lists
Like
Liked
28:23
What if your tax bill could drop by thousands—just because of where you live? In this episode, we break down a new tax law being written in Washington that could raise the SALT deduction limit from $10,000 to $25,000. That’s big news for folks in high-tax states like California, New York, and even Texas. We explain what this change means, who could…
…
continue reading
1
Locum Tenens Uncovered: Insights from Industry Expert Cory Kleinschmidt (Part 1)
39:51
39:51
Play later
Play later
Lists
Like
Liked
39:51
In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt, an industry veteran in the locum tenens space. Cory shares his journey into the field, which began unexpectedly in the late 1990s when he helped develop LocumTenens.com, a job board that played a significant role in the industry’s growth. He later fo…
…
continue reading
We've been planning on retiring later this year, but the volatility of the current political and financial arenas is making us anxious and giving us pause. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelg…
…
continue reading
1
An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson - Replay
57:55
57:55
Play later
Play later
Lists
Like
Liked
57:55
What comes to mind when you think about retiring? Is it enjoying your "golden years?" That's an outdated approach, says today's guest Dean Jackson! He joins host Brian Skrobonja to discuss a new way to think about retirement – and how doing things this way will change your life – the concept of "pre-tiring," two types of economy, and what "money ho…
…
continue reading
1
#573 How to Exit Your Business The RIGHT Way w/ Chris Van Dusen
30:15
30:15
Play later
Play later
Lists
Like
Liked
30:15
In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Chris Van Dusen to unpack the biggest mistakes business owners make when trying to sell—and how to avoid them. From cleaning up your books to understanding your true enterprise value, this is your roadmap to a smarter exit. Here are some of the highlights: Mark and Chris e…
…
continue reading
1
Tariffs in 2018: Ryan Monarch on what we know about the first round of Trump Tariffs
40:32
40:32
Play later
Play later
Lists
Like
Liked
40:32
Send us a text Jeff and Scott talk to Ryan Monarch, economics professor at Syracuse University, about what we know about the tariffs imposed by the first Donald Trump administration in 2018.By Dyreng and Hoopes
…
continue reading
1
Ep 352: Banks and miners: Where to from here for the Australian stock market?
31:57
31:57
Play later
Play later
Lists
Like
Liked
31:57
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here. Read full blog here. In this episode, Stuart dives into the heart of the Australian share market, breaking down how a small group of stocks—the big banks and major miners—are dominating the ASX200. In 2024, just three banks (CBA, Westpac, NAB) delivered more t…
…
continue reading
1
Watch This Before You Move States to Avoid Taxes
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03
On this week's THE FINANCIAL COMMUTE episode, CPA Chris Passmore joins Chris Galeski to discuss moving states to save on taxes. Does it always make sense? Here are some key takeaways from their conversation: Headlines about high California taxes can be misleading—actual savings vary widely based on income and lifestyle. States like Texas may have n…
…
continue reading
1
Ep #234: The Real Tax Hack? Making April 15 Boring
18:11
18:11
Play later
Play later
Lists
Like
Liked
18:11
Today is what most people call the “tax deadline” — but that term is more misleading than helpful. In reality, April 15 is less of a final cutoff and more of a decision point: you either file your return or file for an extension. In this episode, we’ll walk through why the panic surrounding this date is often unnecessary, especially for those with …
…
continue reading
1
04 – Does Your Portfolio Match Your Personal Values?
23:06
23:06
Play later
Play later
Lists
Like
Liked
23:06
In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explores the importance of aligning your investment portfolio with your personal values. Stewart discusses the controversies surrounding ESG (Environmental, Social, and Governance) investing, explains why ESG might pose financial risks, and highlights the need for inve…
…
continue reading
As a mid-to-late career federal worker, should I even consider the buyout and early retirement offer that's currently on the table? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn mor…
…
continue reading
On today’s show, we’ll cover two very important – yet very different – topics. First, there are five retirement account moves you can still make for 2024. Yes, it’s amazing what you might still decide to do given the law and your own financial situation, especially if you’d like to save on taxes as well as some extra dollars. You might be a bit sur…
…
continue reading
1
Q&A: Livevesting, transition into your forever home, balancing regular travel and investing and more...
31:04
31:04
Play later
Play later
Lists
Like
Liked
31:04
In this Q&A episode, Stuart explores the intricacies of livevesting, a strategy that uses your primary residence as both a lifestyle asset and an investment tool. He responds to a thoughtful proposal to use the equity in a fully paid-off home to fund early retirement while still benefiting from the compounding capital growth of a high-quality prope…
…
continue reading
1
149. The 6 Year Rule and Cost Base Reset for Property
4:25
4:25
Play later
Play later
Lists
Like
Liked
4:25
Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today I’m talking about the 6 year rule and the cost base reset for property. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.au…
…
continue reading
In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into CPI inflation, initial unemployment claims, tariffs, the equities and bond market, and rate cuts. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy…
…
continue reading
1
210 \\ Most Entrepreneurs Are Set Up to Fail at Tax Time—Don’t Be One of Them
16:53
16:53
Play later
Play later
Lists
Like
Liked
16:53
Most business owners are paying way more in taxes than they should—and they don’t even know it. In this episode, we reveal the #1 mistake that’s costing entrepreneurs $10,000 to $20,000 (or more) every single year: picking the wrong business structure. Whether you're an LLC, S-Corp, or C-Corp, your setup could be helping or hurting your bottom line…
…
continue reading
I don’t like my job. So, do I take the leap now, or push through for a few more years? What are the real pros and cons beyond just the numbers? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. …
…
continue reading
1
Be selfish! Make sure you have your own tax plan! with Ted Jenkin
25:58
25:58
Play later
Play later
Lists
Like
Liked
25:58
In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, …
…
continue reading
Brian discuss some overlooked ways to get a tax deduction on long-term care insurance premiums.By Brian Ott, RICP, CLTC
…
continue reading
1
Overtrading: The Hidden Danger of Rapid Business Growth
7:41
7:41
Play later
Play later
Lists
Like
Liked
7:41
Overtrading can destroy even profitable businesses when growth happens too quickly. Although most business owners aim for growth, we often overlook the risks that come with rapid expansion. Furthermore, this week's episode explores why managing your growth carefully is essential for long-term success. What Is Overtrading? Overtrading occurs when a …
…
continue reading
1
Maximizing Your Nest Egg, The Art of Strategic Withdrawals
47:39
47:39
Play later
Play later
Lists
Like
Liked
47:39
In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathy and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draw…
…
continue reading
Send us a textBy Akers Financial Group
…
continue reading
Spring can be a good time to get organized, and that includes your finances. This video covers a few ways to review your financial situation, like checking your budget, updating documents, and taking stock of your investments. It also touches on how tariffs might be influencing prices and the broader economic landscape. It's a mix of practical clea…
…
continue reading
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial spectrum are opening their wallets—and their lives—to tell you everything: what they make, what they want, and—for one week—what they spend. To learn more about listener data and our privacy practices …
…
continue reading
1
The Hidden Engine Behind High-Performing Advisory Firms with Louis Schlebusch
41:21
41:21
Play later
Play later
Lists
Like
Liked
41:21
Send us a text In this episode of PROpulsion LIVE, we speak to *Louis Schlebusch, Director of BRISCH Administration Services*, about the often-overlooked engine behind successful advisory practices — your back office. Louis shares how strong admin support can save time, reduce risk, and unlock the full potential of a financial planning business. We…
…
continue reading
Fred Saide discusses the critical aspects of financial planning, emphasizing the importance of understanding risk capacity over risk tolerance, the necessity of diversification, and the value of scenario planning in navigating market volatility and economic uncertainty. He also addresses the implications of political decisions on financial strategi…
…
continue reading
1
Kevin Brucher discusses the current economic climate, focusing on recession fears, the impact of tariffs and trade wars.
34:00
34:00
Play later
Play later
Lists
Like
Liked
34:00
Kevin Brucher discusses the current economic climate, focusing on recession fears, the impact of tariffs and trade wars, and strategies for navigating investment in uncertain times. They emphasize the importance of understanding market dynamics, consumer confidence, and the potential for inflation and unemployment to rise. The discussion also cover…
…
continue reading
1
209 \\ Broke Mindset, Broke Bank Account: The Hidden Link Between Anxiety and Your Wallet w/ Shang Saavedra
27:10
27:10
Play later
Play later
Lists
Like
Liked
27:10
What if your money problems aren’t just about money? In this episode, we sit down with Shang, founder of Save My Cents and author of Wealth is a Mindset, to explore how your thoughts and feelings about money can shape your financial future. Shang shares her own journey—from growing up in a frugal immigrant household to reaching financial freedom by…
…
continue reading
How comfortable should I be with our financial situation in order to help us determine how much time I can afford not generating income and weigh the options for what the next opportunity could be? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money"…
…
continue reading
1
#572 LLC Masterclass: Everything Every Business Owner Should Know!
35:47
35:47
Play later
Play later
Lists
Like
Liked
35:47
In this episode of the Mainstreet Business podcast, host Mat Sorensen kicks off the LLC Masterclass series with the questions every entrepreneur, investor, and side hustler needs answered: Do you actually need an LLC? How do you set one up the right way? What about paying yourself? How many LLCs should you have? And which state should you form it i…
…
continue reading
