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As an entrepreneur, small business or practice owner, or high-level executive, do you ever find yourself wondering if you’re using all the tax, entity and wealth strategies available to you or if your investments are truly producing all they could be? Happily, you don’t have to put up with that any longer. I have the solution. Real Money Talks! We're having the right conversation about money.
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Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Welcome to your weekly dose of educational, unbiased, unapologetic business and tax advice topics. If you’re in the construction business or a real estate investor interested in when and how to leverage tax laws to your benefit, this discussion is for you. Join us as we run down common and not so common opportunities and learn from financial experts on when and how opportunities fit circumstances. If your making decisions just to reduce your tax bill, you may be missing out…..and if your not ...
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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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The Real Buzz

Eric & Melissa Broughton

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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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Childcare Tax Break Breakdown

Greg Crisci & Doug Devereaux

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Welcome to 'Childcare Tax Break Breakdown,' the essential podcast for HR and operation leaders in large enterprise organizations across the United States. Hosted by Greg and Doug, two experts with a shared passion for savvy financial solutions and a unique personal bond - both are proud dads, former single fathers, born on the same day, and enthusiasts in finding financial loopholes. Every episode guides you through the latest childcare legislation and financial grants, offering insights int ...
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The Art of Film Funding

The Art of Film Funding

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The Art of Film Funding Podcast is to educate and inform filmmakers. Author/Grantor Carole Dean interviews top professionals from the film industry for up-to-date information on film funding, production, marketing, and hybrid distribution. You will learn how to crowdfund, make an ask for funding, save money on your budgets, hear top attorneys discuss new US and state tax funding and stay abreast of current trends in the industry. Carole is President and Founder of From the Heart Productions, ...
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Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Joe Murphy 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 income, and reduce taxes ...
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The Mr. R Show

Chris Picciurro and John Tripolsky

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The Monthly Recurring Revenue Institute provides industry-leading training and coaching to accounting and tax professionals that are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based, subscription business model focused on value pricing.
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CREOGs Over Coffee

CREOGs Over Coffee

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A CREOG study podcast for the busy Ob/GYN resident! 10 minutes of knowledge for your drive into work or while you’re savoring that cup of Joe. Make sure to find us on iTunes, Google Podcasts, or Spotify as well!
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Teaching Tax Flow: The Podcast

Chris Picciurro and John Tripolsky

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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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A Podcast focusing on the issues that affect business owners in Australia. From the latest tax changes, to finance and developments in employment law and HR, the Sky team bring you all the latest on the most topical issues that Australian business owners need to be across.
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THE EXIT PODCAST

Brett Dearing, Certified Exit Planning Advisor

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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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Last Paycheck

Archie and Rob Hoxton

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Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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all Law.

Lakshmikumaran & Sridharan Attorneys.

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A podcast channel that covers the latest developments in Indian Law, with a special emphasis on Tax Law, IPR, and Corporate Law.
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Women of Wealth

Hawley Woods Gray and Allie Ramo

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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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Welcome to The Remote Investor, an ongoing conversation on the topic of building wealth through real estate. Hosts Michael, Tom and Pierre discuss the messy world of owning rental properties in remote locations. Whether you’re a seasoned investor or just trying to break through the barriers to entry, this podcast is your go-to resource for invaluable knowledge gained through hands on experience.
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All Things Military, Veteran & VA

Adam Gillard & Dick Wilkinson

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US Veterans and Active Duty Military discuss everything that affects our soldiers in the field, their benefits (VA and Colorado), and solutions to their problems, such as homelessness, mental health issues, addiction, transitioning to civilian life, and VA Disability.
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Booming

KUOW News and Information

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Booming is an economy podcast from a city that (almost) never stops growing. The Seattle area's been home to many booms over the years. It’s brought jobs, people and wealth to the region, but also real growing pains that people here feel every day. In Booming, KUOW economy reporters Joshua McNichols and Monica Nickelsburg explore hidden connections between technology, cities, work and our day-to-day experiences. We’ll ask the important question: how can more of us benefit from the booms and ...
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Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sh ...
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American Benefits Podcast

American Benefits Council

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Tune in for thought-provoking conversations with smart, creative thinkers in the fields of benefits, economics, government, demography and more. This show is brought to you by the American Benefits Council, a Washington D.C. trade association that advocates for employers, connecting public policy and private-sector solutions to shape employee benefits for the evolving global workforce.
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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Robert Peston and Steph McGovern follow the money to bring you insightful stories from the world of business and finance. Who’s making money and who’s spending it? Who’s investing, and who’s innovating? How will AI affect the way we work and why are Saudi Arabia buying up sport? How can the UK economy recover its productivity and adapt for the future? Steph and Robert tap their extensive business contacts to answer these questions and decode the jargon to help make sense of the financial world.
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Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve ...
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Tax Dosti (Friendship) is an Urdu language podcast regarding the tax laws of Pakistan, narrated by Anthony Williams from Lahore, Punjab, Pakistan for the benefit of people who have assets and or businesses in Pakistan or intend to invest in Pakistan. Different episodes deal with different tax laws including Income Tax, Sales Tax, VAT, FED, Customs etc.
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Operation Retirement Readiness

Mike Hunsberger & Amy King

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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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Taxbytes for Expats

Stephanie Wickham, ExpatTaxes.ie

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Are you an expat who is confused by the Irish tax system? Maybe you are planning a move to or from Ireland and want to understand how to navigate the complex tax issues that arise? Taxbytes for Expats is the show that explains in simple terms the dos and don'ts of Irish taxes for expats.
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SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert

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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 ...
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Retirement planning discussion and education for women (and their families) in their 50s and 60s who want to retire on their own terms. We'll cover Social Security, Medicare, tax planning, lifestyle considerations, financial planning, investing, and much more. I invite you to listen and subscribe. **Not currently publishing new episodes**
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This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…
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In this episode, Matt Robison and Mike Morton consider the potential expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 and what it could mean for your finances. They focus on three key areas: the possible reduction of the lifetime gifting exemption from $13 million to $6 million; the likely increase in tax rates due to a decrease in the standa…
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In this episode, we're diving deep into the world of depreciation and how it can help you save big on your taxes as a business owner. We’ll break down what depreciation is, the different types you should know about, and the smartest ways to use it to your advantage. Whether you're buying new equipment, considering Section 179, or exploring bonus de…
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Raj Shah and Rick Borek explain how important it is to address tax planning in retirement, including factors such as selling a home, annuities, Roth IRA conversions, IRA contributions, required minimum distributions, tax loss harvesting, and taxation of Social Security benefits. They believe timing is crucial when it comes to selling investments or…
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In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a R…
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About the Guest: Todd Jackson: Todd Jackson is a highly experienced tax attorney, M&A advisor, and real estate attorney based in Franklin, Tennessee. Known for his expertise in Deferred Sales Trusts (DSTs), 1031 exchanges, and complex tax planning strategies, Todd has worked closely with clients to help them minimize tax liabilities on large capita…
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In this episode, I explore how to scale a business from a kiosk to a franchise, focusing on effective hiring strategies and creating incentive programs to attract top talent. Gabriel's question about his wife’s nail business highlights the challenge of balancing daily operations with growth. I discuss the importance of corporate structuring, the di…
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In this episode, Shannon delves into simplifying sales strategy for entrepreneurs. She emphasizes the importance of focusing on two key elements among quality, speed, and price, rather than trying to achieve all three simultaneously. Listeners will learn how to align their sales strategy with their brand and attract the right customers by honing in…
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Hiring new employees is a big step, but did you know it can also save you money on your taxes? In this episode, we dive into the Work Opportunity Tax Credit—a little-known but powerful federal program that rewards businesses for hiring employees from certain targeted groups, like veterans, long-term unemployed, and more. We’ll break down how this c…
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In this episode, Shannon reflects on the importance of maintaining an abundance mindset as an entrepreneur, even during financial struggles. She shares insights from a recent experience in a business networking group and provides tips on how to attract ideal clients by focusing on providing value rather than showcasing desperation. Shannon emphasiz…
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We're almost a quarter of the way into the 21st Century and already it's clear money has changed. It's increasingly mobile. It's (relatively) cheap and more and more digital. Economist Richard Holden is charting the changes. Guest: Richard Holden, Professor of Economics at the University of NSW Business School Author of "Money in the 21st Century; …
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Episode 018 - BRS Lump Sum Summary In this conversation, Mike and Amy continue their 3-part series Blended Retirement System focusing on the lump sum payment option at retirement. Takeaways The lump sum payment option in the blended retirement system allows service members to receive a portion of their pension at retirement. The lump sum payment is…
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We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…
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Steph and Robert discuss Keir Starmer’s gloomy speech that set the tone for a ‘painful’ Autumn budget, look at why short selling the stock market isn’t always a bad thing and team up with The Rest Is Entertainment to discover why celebrities are launching so many alcohol brands. Sign up to our newsletter to get more stories from the world of busine…
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The information that Largo provides is an invaluable tool for pitching your film to investors and distributors, hiring crew, and making casting decisions. A recent case study found that having a Largo report can improve salability of a project by up to 300%. We believe that major streaming platforms are increasingly prioritizing projects that have …
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Welcome back to Last Paycheck Podcast, hosts and CFP Professionals Rob and Archie Hoxton talk about the complexities of the current housing market to answer the pressing question: should you buy a house now or wait? With interest rates significantly higher than in recent years and a limited supply of new homes, they explore how historical trends si…
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Understanding the financial landscape is more critical than ever, especially when there's an invisible health crisis that may be affecting your employees, business partners, spouse, or yourself. In this episode of Women of Wealth, we welcome the incredible Cheryl Canzanella to deep dive into her expertise in, not only utilizing reverse mortgages as…
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In today’s episode, we're diving into the essentials of financial planning for personal wealth with our expert guest, Drew Faloon, a certified financial planner (CFP). We're building on yesterday’s discussion about taking a step back from the hustle, reflecting on your core values, and letting those guide your wealth journey. Drew and I will break …
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Not every dream job has an obvious route to success, so how do you make your passion project pay without falling behind on your bills? Visa research shows that around 45% of Gen Zs (people born between the late1990s and the early 2010) have a side hustle, but it's not just for the cash. More than a quarter of those are working at a passion project.…
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In this episode, we break down the true costs of getting started with remote real estate investing. We explore essential expenses like the 20% down payment, closing costs, and the often-overlooked costs such as property taxes, insurance, and management fees. We also discuss why having a reserve fund of $5,000-$10,000 is crucial for unexpected repai…
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In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.They cover: - A deep dive into cash flow by property type, with a focus on multifamily propert…
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Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within the year. In his conversation with James, Chris, who could be described as goal-oriented and one who likes to be prepared, talks about the pros and cons of retire…
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Welcome to Episode 98 of the Teaching Tax Flow podcast! In this episode, hosts Chris Picciurro and John Tripolsky delve into the often-overlooked pitfalls in tax planning, aptly referred to as the "Top Three Tax Landmines." They aim to educate real estate investors and other listeners on how to navigate the treacherous waters of tax obligations. Th…
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Today's episode is all about learning why sometimes you need to slow down in order to speed up your wealth growth. Joining us is my friend and certified financial planner, Drew Faloon from Intrepid Wealth Partners. Drew brings a wealth of experience and a passion for helping entrepreneurs and trailblazers build a prosperous life by focusing on hone…
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Raj Shah and Rick Borek discuss the potential rate cuts by the Fed and its impact on fixed income investments. They emphasize the opportunity to lock in high yields on longer-term treasuries before rates go down. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on w…
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In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster dive deep into the current state of the real estate market and why now might be the perfect time to invest in new construction properties. With new home construction at its lowest levels since May 2020 and builders offering unprecedented incentives, this is a …
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Christine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. Christine is widely quoted in the media and the recipient of several awards, including being named by Barron’s as one of the ten most influential women in wea…
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Deciding whether to lease or buy equipment or a vehicle for your business can be tricky, but it's a choice that can greatly impact your cash flow and taxes. In this episode, we break down the pros and cons of both leasing and buying, helping you make the best decision for your business. You'll learn about the tax benefits, upfront costs, and long-t…
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In today's episode, we're diving into goal setting and key performance indicators (KPIs)—two concepts that often get misinterpreted and poorly implemented. We'll explore how to break down these abstract terms into actionable steps, how to set realistic yet ambitious goals, and how to measure your progress through effective KPIs. Whether you're aimi…
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Steph is joined by economics commentator Grace Blakeley to answer your questions, including what a world without landlords would look like, how Labour might reform council tax and whether community fundraising would help improve local infrastructure. Sign up to our newsletter to get more stories from the world of business and finance. Email: restis…
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Join us for an eye-opening conversation with Pablo Capistrano, Veteran Outreach Committee Chair for the El Paso County Democratic Party, and Jeremy Dowell, a passionate District Attorney candidate. Pablo recounts the unexpected yet heartwarming experiences at the Pikes Peak Regional Air Show, where his team connected with a broad spectrum of vetera…
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Nearly 10,000 people have needed free debt advice because of accidental overpayments by the Department for Work and Pensions in the past 12 months. That's according to figures from Money Wellness, a debt advice company which is funded by the government's Money and Pension Service. It says because most of its clients are low income households these …
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There’s a lot to cover when it comes to real estate tax strategies! Jeremy and Ian break down the first steps in exploring this topic. Tune in to gain valuable insights. Watch us on YouTube! Don’t forget to rate, review, subscribe, and share! Disclaimer – played at 3x speed: This recording is strictly educational in nature and shall not be consider…
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Joe Murphy discusses the seven habits of highly effective people and retirement readiness. They emphasize the importance of accurate information and planning for retirement, using tools like calculators and budgeting. They also discuss the timeless wisdom found in self-help books and the value of gaining knowledge and perspective. The conversation …
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Gavin, a recent electrical engineering graduate, asks whether he should prioritize saving and investing or move to an expensive city while still in a low tax bracket. I break down the pros and cons of high-cost vs. low-cost living areas and emphasize the importance of investing early for a sustainable millionaire lifestyle. Join me as I provide act…
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Today, we're diving into a topic many business owners grapple with: the idea of lowering your price to boost sales. We'll explore why this may not be the go-to solution and look at smarter strategies to grow your customer base without sacrificing your profits. From analyzing objections to leveraging customer referrals, get ready for a deep dive int…
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In this episode, Shannon shares her frameworks for finding cost savings in your business. She explains how to evaluate your fixed costs, ensure a healthy ROI on expenses like marketing, and cautions against over-focusing on tax savings while ignoring core cash flow issues. Shannon also prompts you to reflect on why cost-cutting is a priority for yo…
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It is a bird? Is it a plane? Well, yes, it is a plane, but it's also something much more. We all know that airlines fly passengers and freight around the country and the world. But they're also like banks, and data collecting businesses. And that's because of the growing importance of their frequent flyer programs. Though you no longer need to fly …
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Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…
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This week Steph is joined by economics author Grace Blakeley who argues that capitalism is not what we think it is. They discuss whether we really are in a free market and what that means for the government's plans like the National Wealth Fund. Plus, whether there can ever be equality with a two tier education system. Sign up to our newsletter to …
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Brynn Lucas is an award-winning producer with extensive expertise in post-production supervision, delivery, electronic press kit (EPK), and feature film development and production. She has led numerous successful projects to completion, leveraging her deep knowledge in music videos, film production, and documentaries. Her client list includes Indep…
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