Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
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Learn all about investing in real estate in Cheyenne, Wyoming with a combination of real estate financial planning and modeling with numbers specific to Cheyenne plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Cheyenne).
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Learn all about investing in real estate in Metairie, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Metairie plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Metairie).
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Learn all about investing in real estate in Largo, Florida with a combination of real estate financial planning and modeling with numbers specific to Largo plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Largo).
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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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 ...
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Learn all about investing in real estate in Highlands Ranch, Colorado with a combination of real estate financial planning and modeling with numbers specific to Highlands Ranch plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Highlands Ranch).
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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 are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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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? Email us at askjill at jillonmoney dot com.
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Learn all about investing in real estate in West Valley City, Utah with a combination of real estate financial planning and modeling with numbers specific to West Valley City plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to West Valley City).
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Welcome to the world's longest-running, DAILY commercial real estate investing podcast hosted by Joe Fairless. Joe went from buying $35,000 single-family homes to controlling over $1,900,000,000 worth of large apartment communities in under a decade. Commercial real estate is a compelling investment option, but knowing where to look and who to listen to can be overwhelming — especially when your money and legacy are on the line. The Best Real Estate Investing Advice Ever Show provides commer ...
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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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
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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1
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Real Estate Guys
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms and financial strategist Russell Gray, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset pro ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Join Frank Fantozzi as he takes a personalized approach to everyday financial topics from retirement to estate planning, charitable giving, succession planning, investments, and tax planning. In an industry focused on rates of return, Frank and the team use a unique perspective of striving to help clients reach their Return on Life®. What does that mean? Listen to Frank Wealth Insights to find out.
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Welcome to “Teaching Tax Flow: The Podcast”, the show that’s all about demystifying taxes and helping you keep more of your hard-earned income in your pocket. Hosted by tax experts from the Teaching Tax Flow team, this unfiltered (but clean) podcast is designed to empower you with the knowledge and tools you need to confidently navigate the world of taxes. We’ll cover everything from understanding tax laws and regulations to maximizing deductions and credits. In each episode, we’ll break dow ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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For more than 30 years, Lewis Financial Management, LLC, has been providing clients with Comprehensive Financial Planning. They pride themselves on being far more than just "money managers," believing in TOTAL financial planning and helping clients along the path to achieving their goals. Tune into Money Matters with the Lewis Family, and listen as Doug, Linda and Deborah Lewis answer your tax, investment, retirement, cash-flow and estate questions.
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MUSICIANS! Are you tired of starving and surviving? Let's achieve artistic and financial freedom! Thriving Musician is an educational podcast hosted by Spenser Liszt, CFP® focused on financial literacy, mindset and music business. Episodes include candid interviews from a wide range of thriving musicians, industry professionals and finance experts. Topics include building savings, planning for retirement, investing, insurance, tax preparation, financial organization, estate planning, music b ...
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Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...
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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.
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Financial Wise Radio is an educational resource in retirement and financial planning. Hosted by Suzette Porter, owner of CapStar Financial, who has over 25+ years of estate planning experience and financial planning background. Each week on Financial Wise Radio, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.
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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 ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
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 ...
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Helping you make your money last as long as you do.
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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The Real Buzz, a podcast designed with small business owners in mind who are serious about reducing their tax liability. Hosted by accounting and tax experts, Eric and Melissa Broughton of Busy Bee Advisors, this informative, and yes, even entertaining, podcast focuses on sharing forward thinking strategies to help you get organized, plan ahead and ultimately pay less in taxes. As small business owners themselves, they walk the walk and boy do they talk the talk. Their unexpected down-to-ear ...
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Learn all about investing in real estate in Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
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Learn all about investing in real estate in Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
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This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
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1
JF3615: Adapting to Market Shifts, Securing Investor Trust, and Innovating with Condo Developments ft. Steve Arneson
24:20
24:20
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Steve Arneson, CEO of Synergy Mastermind and the Reinvestors, discusses his experience in real estate investing and the challenges he has faced in the Canadian market. He shares how his business has evolved over the years, focusing on new construction development and managing existing properties. Steve Arneson | Real Estate Background Synergy Maste…
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Financial planning call-in show answering your personal financial planning questions with the Lewis family.
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1
JF3614: Handling Long Escrows, Utilizing Tax Exemptions for Value Add, and Building Investor Trust ft. Craig McGrouther
26:30
26:30
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Craig McGrouther, Director of Business Development at Lone Star Capital, shares insights on value-add real estate and capital raising. He discusses the challenges of convincing investors to invest in value-add opportunities and the importance of communication in building trust. Craig McGrouther | Real Estate Background Lone Star Capital Portfolio 4…
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This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
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By Money Matters with Ken Moraif
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1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:21
25:21
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Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
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Are you waiting for hotel prices to come back down in time for traveling this year or next? It probably won’t happen, says the Wall Street Journal. Labor has gotten too expensive under Bidenomics. Hotels will collectively pay $123 billion in compensation this year, more than ever. A fascinating report in the Market Intel segment then we’ll talk abo…
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1
Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals.
36:35
36:35
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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim So…
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1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:20
25:20
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25:20
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:20
25:20
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25:20
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:19
25:19
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25:19
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:16
25:16
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25:16
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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![Artwork](/static/images/128pixel.png)
1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:20
25:20
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25:20
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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![Artwork](/static/images/128pixel.png)
1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:16
25:16
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25:16
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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![Artwork](/static/images/128pixel.png)
1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:19
25:19
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25:19
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
…
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![Artwork](/static/images/128pixel.png)
1
Deal Alchemy™ - Debt Paydown to Cash Flow
25:19
25:19
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25:19
Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…
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Daily IQ Retirement Brief 7/26/24
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Even in election years, the question remains, do elections have a big impact on your 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 and our privacy pr…
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JF3613: Navigating Single Tenant Net Leases, Capitalizing on Long-Term Stability, and Transitioning from Brokerage to Ownership ft. Jordan Alleva
22:10
22:10
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Jordan Alleva, a syndicator of multifamily, mobile home parks, and single-tenant net lease deals, discusses his investment strategies and the challenges he faces in the real estate market. He explains the benefits of investing in single-tenant net lease deals, such as stable cash flow and lower management requirements. Jordan Alleva | Real Estate B…
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1
EP - 62 - Tax & Estate Planning Strategies for Your Elderly Parents
18:05
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Send us a Text Message. It's time we discussed your parent's financial future with our latest episode on tax and estate planning for elderly parents. We promise you'll walk away with actionable strategies to preserve wealth, minimize taxes, and ensure the well-being of your aging loved ones. From setting up trusts to leveraging life insurance, we c…
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What if everything in your life had its own battery—not just your phone, but your stove, your house, your water heater, and even your neighborhood? A number of companies continue to advance battery technology that could relieve the grid as AI starts eating up electricity. A Wall Street Journal report on that in the Market Intel segment, then we’ll …
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Daily IQ Retirement Brief 7/25/24
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How does the gift tax work? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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1
2026 Estate Tax Shake-Up: Protect Your Assets Now!
28:08
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The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it's too late! In this Ep…
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Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
24:12
24:12
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Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options. Join us as we explore: - The…
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S2 E119: Beyond the Mic: Unveiling the Hidden Opportunities in Podcast Hosting with Trevor Oldham
26:24
26:24
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Send us a Text Message. Trevor Oldham is the founder and CEO of Podcasting You, a company specializing in booking podcasts for clients, particularly in the alternative investment space. Since starting the company in 2017, Trevor has pivoted from a broad client base to focusing on real estate investors and specialists in niches like multifamily inve…
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Somebody is trying to convince me to use a large chunk of my retirement savings on an annuity. Does this make sense? 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 listene…
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JF3612: Developing Affordable Housing in Nashville, Mastering Land Entitlement, and Partnering with National Home Builders ft. Brandon Cobb
35:50
35:50
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Brandon Cobb, a real estate developer, shares his experience in developing affordable entry-level housing communities. He discusses his strategy of acquiring land, rezoning it, and developing it for residential use. Brandon emphasizes the importance of building relationships with local municipalities and understanding their vision for the community…
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In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to discuss current challenges and opportunities within the private markets amidst recent economic conditions. Their discussion covers the impact of valuation declines, liquidity issues and the ext…
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Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investment dog and if you should ever change your asset allocation for potential tax savings. We talk about travel expenses and tax implications that come with…
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1
More than Money: Josh Hummer’s Innovative Approach to Estate Planning
29:53
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Joshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed …
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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
43:43
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Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total…
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Daily IQ Retirement Brief 7/24/24
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The Washington D.C. Office Market Is in Trouble No Matter Who Wins the Election, says the Wall Street Journal. Currently, the Biden administration struggles to get members of federal workforce back to the office on a more regular basis. It is causing a major problem with office leasing in many major cities, including DC. A report on that in the Mar…
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060: Matt's Markets on the Move with Laura Russo
49:18
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What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months? In today’s episode, Matthew Peck is joined once again by SHP Financial’s Laura Russo to answer these questions in a special podcast edition of our quarterly update. We’ll explore how AI continues to power large-cap posit…
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Why is it that if we don’t achieve perfection, we sometimes give up? It’s really about obtaining progress…not perfection. Since 1989 we have been on a mission to help people live Life on purpose! On this week’s episode of Life Planning 101, we give you a new 80/20 rule to consider.By Angela Robinson
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S2 E118: The Future of Shared Space in Healthcare: Insights from Cloud Medspas with Shannon Seeberan
36:12
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Send us a Text Message. Shannon Seeberan is an experienced professional in the Medspa industry, with a background in working with Cloud Medspas for the past four years. Living in northern California, Shannon leverages her deep understanding of the pain points and challenges faced by physicians in private practice, a perspective shaped by her own fa…
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Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option? 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. …
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JF3611: Mastering Midwest Multifamily, Strategic Market Analysis, and Achieving Predictable Growth ft. Kris Morin
24:32
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Kris Morin of Three Peaks Capital focuses on data-driven multifamily syndication in growth markets like Indiana for better cash flow. He advises investors to focus locally, build relationships, and understand challenges in blue states. Kris Morin | Real Estate Background Three Peaks Capital Portfolio - 132 units under management (brand started two …
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28. How Investors Can Earn Better Investment Returns with Ashby Daniels
42:12
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Better investment returns (we all want them). Today we're discussing how to be a more successful long-term investor and I'm joined by Ashby Daniels, a financial planner and the mastermind behind Money Visuals. Money Visuals is Ashby's creative outlet where he shares wisdom and timeless ideas for long-term investors. We can learn many important less…
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#514 The 3 Ways The Rich Raise Money To DOMINATE Business
43:45
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen explore the fundamentals of funding your business. Join them as they discuss borrowing, partnerships, and SEC-approved strategies, ensuring you understand the legal frameworks that differentiate these options. Here are some highlights: Mark and Mat unpack t t…
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So, can you explain the difference between cyclical and non-cyclical stocks? And should you own both right now, or neither? We’ll review exactly what is meant by cyclical and non-cyclical stocks in the Market Intel Segment today, and explain why—YES—you may want to own both in this crazy market. Then we’ll review an excellent book which came out re…
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Daily IQ Retirement Brief 7/23/24
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Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
51:59
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Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks’ $10 million worth of farm land? Is Terry on track for retirement? That’s today on Your Money, Your Wealth® podcast 487 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, should Fred and Wilma use their 401(k) money for living e…
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S2 E117: Learn How to Balance Running a Law Firm and Real Estate Holdings with Chrissy Grigoropoulos
31:41
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Send us a Text Message. Chrissy Grigoropoulos is a skilled attorney specializing in personal injury law and a corporate real estate broker based in New York. Her diverse professional background includes managing multiple law offices across Brooklyn, Queens, the Bronx, and Nassau County. Chrissy also engages in real estate investment, particularly f…
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Ep. 93 | Selling or Renting Out Your Primary Property
30:48
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Episode Summary: In this episode of the Teaching Tax Flow podcast, hosts Chris and John dive into the critical question many homeowners face: should one sell or rent their personal property after moving out? This episode expertly navigates the tax implications, financial considerations, and emotional factors homeowners must weigh when making this d…
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Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel? 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 and our privacy practi…
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