show episodes
 
Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.
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Master Your Millions

Dr. Jason and Scott Henderson

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The Master Your Millions podcast is about understanding and deploying money to YOUR best advantage. Whether that is through investing in real estate, being your banker, using creative wealth management tools, or other alternative investments. These are all secondary to being a master of money. Join Dr. Jason Henderson and Scott Henderson, a father and son team, who are passionate about teaching how to pass that mastery on to future generations. Listen in as we interview various experts that ...
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Welcome to FIREchat with Rich Rice, the podcast where real investors share their journey in real estate. Discover how they started, the challenges they faced, and their strategies for success. Learn practical tips from active investors, on deal hunting, financing, portfolio management, and more! Get on the show at https://www.firechatpodcast.com
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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Join hosts Abe Abich and Pat Volk, two experienced financial planners who share decades of expertise on everything from Social Security to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe and Pat provide personalized solutions to the most common retirement c ...
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The Retirement Summit

Summit Wealth Strategies

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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and ...
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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The Mayer Brown Forum is a community of worldwide lawyers working together to improve the client experience for multinational organisations. Recognising a lawyer’s need for high quality analysis of topical issues, Mayer Brown has launched a regular webcast, bringing together leading practitioners from across our global network. The sessions aim to provide unique insights into how both geopolitical and legislative developments impact lawyers and their clients around the world.
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A podcast for the 2000 - 20,000 acre crop farmer who wants to be more profitable while staying relevant in the face of a rapidly changing ag environment. Topics include: how to keep more cash in your pocket, reduce your taxes by 5 or 6 digits per year, be ready when land becomes available for purchase, ensure financial security in retirement, and protect your farm and family. Your host, Catherine Ozment, CPA an expert in farm financials and ag tax strategy, and herself is the owner of a fami ...
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Founded in 1891, Fenech & Fenech Advocates is the longest established law firm in Malta. Its legal expertise spans numerous practice areas including Corporate, Commercial, Shipping and Maritime, Aviation, Tax, Immigration, Litigation, Employment, Data Protection, Financial Services, Telecoms, Media and Technology (TMT) and Intellectual Property. In addition, the Firm’s associated company, Fenlex Corporate Services Ltd, is an authorised company service provider that has, since the late 1980s, ...
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Self Storage Investing

Scott Meyers, Stories and Strategies

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This is the Self-Storage Investing Podcast, where we share the knowledge and skills from the industry’s leading investors, developers, and operators to help you launch and grow your self-storage investing business. What made them a success? Built their wealth? What was their mindset and mentality as they entered the space and found room for business growth? Led by podcast host Scott Meyers, the original SELF-STORAGE EXPERT, we have a track record spanning two decades having successfully acqu ...
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We focused on tax mitigation strategies, how to navigate the tax code, why it’s so complex, common strategies for paying the right amount in taxes, how to get to a 0% bracket, and how to get started, with Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, and author. Listen to hear a difference-making tip on when and why you should t…
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This week on The Art of Money Podcast, the conversation touches on the fact that many adults are not prepared for retirement and don't care about planning for it. The main concern is that people are not saving enough. Social security alone is not enough to sustain retirement. The amount needed for retirement varies depending on individual circumsta…
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Preparing for a financially secure retirement requires careful planning and guidance. Some people have saved one to five million dollars for retirement, which can be enough to live comfortably if managed properly. However, it's important to have a comprehensive plan that goes beyond just investments. This includes considering income and distributio…
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We focused on the marriage of faith and finance, the benefits of doing it, how to find a purpose, mission and vision for your life, how to focus on your plan, and how to get started, with Ricky Grunden, President and CEO of Grunden Financial Advisory. Listen to hear a difference-making tip on how best to think about and organize your finances! You …
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Send us a Text Message. Ready to break free from Wall Street's grip and build real wealth? In this episode, Scott welcomes Russ Morgan, co-founder of Wealth Without Wall Street, to discuss the power of passive income and alternative investments in achieving financial freedom. Russ and his partner Joey Mure have created a groundbreaking book that of…
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Send us a Text Message. Tax Notes investigated the Navajo Nation’s tax challenges with the IRS and gathered firsthand accounts of how its members navigate a complex filing system with scarce resources and cultural differences. Investigations Editor Lauren Loricchio interviewed two members of the Navajo Nation: Laura Mike, executive director of the …
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In this episode, Iowa State University Extension’s Chad Hart discusses the impact 2023 corn stocks could have on the overall corn market. Merck Animal Health’s Dr. John Hutcheson shares strategies for bringing in more money at the cattle sale barns. American Farm Bureau Federation’s Bernt Nelson discusses the impact Highly Pathogenic Avian Influenz…
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About Judson Eades: Judson Eades, a Cache Valley native, has achieved remarkable success as an entrepreneur, a dedicated father, and in numerous other aspects of his life. His multifaceted success reflects his commitment to excellence both personally and professionally. Known for his expertise in disaster recovery, Judson purchased ARS - Flood & Fi…
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When does a trust beneficiary’s cooperation with a trustee to modify, reform, or decant a trust become a taxable gift by that trust beneficiary? In late 2023, the IRS Office of Chief Counsel answered that question in CCA202352018. In this episode, our guest Jenny Hill Bratt discusses the CCA and its impact on trust and estate practitioners and thei…
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On this week's episode of The Art of Money, the conversation covers various topics including the impact of President Biden dropping out of the race for the White House, the manipulation of data in the economy, the potential rally in the small cap space, and the influence of politics on interest rate decisions. Luke McCarty discusses the market reac…
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Abe discusses the current state of the market and the importance of balancing risk in a retirement plan. He also highlights the challenges faced by women in retirement and why healthcare planning shouldn't be overlooked. Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/listener for privacy inf…
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We focused on accessing alternative investments, how to get hedge fund like exposure without investing in hedge funds, AI and it’s impact on investing, the state of the 60/40 portfolio, and prudent strategies for investing, with Bob Elliott, former Bridgewater Investment Committee Member, and CEO of Unlimited Funds. Listen to hear a difference-maki…
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Send us a Text Message. Are you leveraging every financial advantage in your self-storage business? In this episode, Scott Meyers, the original SELF-STORAGE EXPERT, welcomes back Sean Graham to discuss the benefits of cost segregation for real estate investors, particularly those in the self-storage sector. Sean, a CPA with extensive experience in …
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Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental auth…
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In this week's episode, Dave delves into the critical role of trusts in estate planning. Trusts help control asset transfers, limit taxes, and prevent family disputes. They are essential for prenuptial planning, protecting assets for biological children in second marriages, and planning for incapacity with financial power of attorney. Dave illustra…
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On this episode, Biome Makers agronomist Jacob Parnell gives farmers some food for thought if they are considering the use of biologicals on their farms. University of Missouri’s Ben Brown provides insights on the current U.S. corn balance sheet. American Farm Bureau Federation’s Joe Gilson says 529 farm advocacy groups join together to urge Congre…
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Send us a Text Message. George Ford with the Phoenix Center for Advanced Legal and Public Policy Studies discusses film tax incentives and their effectiveness in attracting business to states. Read Ford's article, "Asking the Right Questions About Film Tax Incentives." For additional coverage, read the following articles in Tax Notes: Maryland Tax …
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We focused on how to focus on what matters, why it’s important to tune out the noise, the price of poor investment decisions and the value to take away from them, why it’s short-sighted to chase trends, learning through story, and how to imagine your way to financial success, with Mick Heyman, CFA, Investment Counselor, Speaker, and Author. Listen …
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About Tommy Harding: Tommy Harding, born and raised in Brooklyn, NY, is the sixth of eight children. His unconventional upbringing took a dramatic turn in the 1980s when he became entangled in organized crime, a chapter that forever altered his life. However, Tommy found redemption and transformed his path, becoming a bounty hunter and later an aut…
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This week on the Art of Money Podcast, Art McPherson and Luke McCarty discuss the importance of a mid-year checkup for financial planning. They highlight the significance of mid-year tax reviews and tax planning strategies, such as Roth conversions. They also address the potential impact of the expiration of the Trump tax cuts and provide advice on…
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In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…
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Abe discusses making savings work in retirement, what the expiration of the Trump tax cuts could mean, and the risk of a stock market bubble. He emphasizes the importance of tax planning, including Roth conversions, to take advantage of current tax rates. Abe also highlights the need to protect retirement savings from market downturns by implementi…
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We focused on taking ownership of your finances, what that means and how to do it, the importance of savings rate over rate of return, having the courage and preparation to capitalize on opportunities, and how to prepare for a happy retirement, with Chad Hufford, Founder of Veritas Wealth Management. Listen to hear a difference-making tip on why it…
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Send us a Text Message. Can niche markets like RV and boat storage be the game-changer your business needs? In this episode, Scott chats with Gary Edmonds, a seasoned storage manager, about his journey from a commercial lender to a thriving storage facility owner and third-party manager. Gary shares his insights on managing facilities efficiently, …
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Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LL…
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On this episode, former Nebraska Sen. Ben Nelson says the yet-to-be-passed Farm Bill encompasses more than just production agriculture. Iowa State University Extension’s Catherine DeLong discusses edge-of-field conservation practice, and Greg McBride, a commodity broker with Allendale tells you if now is the right time to market grain. Also, U.S. W…
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Send us a Text Message. Tax Notes contributing editor Marie Sapirie discusses the recent Supreme Court decisions overturning Chevron and defining the statute of limitations period and their potential impact on the future of tax litigation. Listen to our related episodes: Less Is Moore: The Supreme Court's Ruling in Moore v. United States Pending Su…
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About Tommy Harding: Tommy Harding, born and raised in Brooklyn, NY, is the sixth of eight children. His unconventional upbringing took a dramatic turn in the 1980s when he became entangled in organized crime, a chapter that forever altered his life. However, Tommy found redemption and transformed his path, becoming a bounty hunter and later an aut…
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Are financial independence and freedom attainable today? What does it mean, and how does one find it? In this pre-recorded workshop, George G talks goes through the steps that are necessary for achieving it, in a fun and pragmatic way. He discusses putting plans together for creating multiple income streams, and a timeline for making it happen! Did…
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Send us a Text Message. Ever wondered how to turn a sleepy self-storage facility into a bustling profit powerhouse? Unlock the hidden potential of self-storage with the expert insights from Peter Smyth on the Self-Storage Podcast. Scott and Peter explore the nuances of tailoring management strategies to individual needs, enhancing customer experien…
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We focused on the building wealth through alternative investments, making the transition from single family home investing to syndication, understanding taxes, the value of community and mentorship, and what it takes to get started and find sustainable success, with Lane Kawaoka, Accredited Investor, Wealth Builder, Developer and Syndicator, Coach …
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Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical st…
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Dave Hall explains the intricacies of setting up beneficiaries for your retirement accounts, including the importance of careful planning to avoid tax problems and family disputes. Dave highlights real-life examples where poor planning led to unnecessary legal fees and strained family relationships, emphasizing the need for regularly updated benefi…
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On this episode, University of Illinois agronomist Nick Seiter returns to go deeper on the issue of corn rootworm. Also, Agrigold agronomist Nick Frederking provides some tips for scouting for tar spot in corn plants. Also this week, we discuss the latest farm bill developments, new Federal Milk Marketing Orders, and a May decline in U.S. milk prod…
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Send us a Text Message. Ted Peterson of the University of North Texas Ryan College of Business discusses the SALT deduction cap and its potential paths forward as the 2025 sunset date approaches. Read Peterson's article, "The SALT Cap: Looking Beyond 2025." Listen to our previous episode on the SALT cap, "Recapping States’ SALT Cap Workarounds." Fo…
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Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we unde…
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About Randy Tate: Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur. He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet. For the last 10+ years, he has trained thousands of employees and business owners on how to market ef…
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Do you think work sucks? Is it something you’d prefer to not do, or maybe you wish you could do more of it? Is a six day work week better than four, or vice versa? George G shares his perspective on work versus a career, how to shift your perspective, and how to get the most out of your job! Did you get anything out of this episode? Do us a solid a…
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Mark Hodulich, CEO and co-founder of 29029 Everesting, discusses the impact of endurance events on all areas of life and the importance of pursuing dreams and goals. He shares the story behind founding 29029 and the unique endurance challenge it offers. The challenge involves hiking the equivalent of Mount Everest in 36 hours or less, with the supp…
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This week's conversation with the McPherson Financial Group covers various topics related to financial planning and investment strategies. The primary theme is the second opinion service offered by the group, which helps individuals assess their financial plans and make necessary adjustments. Other subtopics include portfolio management, market vol…
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Send us a Text Message. It was all about cold calls in the early days. Rachel Parham of Noah's Ark Development remembers her dad making call after call to manage a portfolio of over 400 facilities. Nothing wrong with good, honest, nose to the grindstone hard work. And it paid off. Rachel emphasizes the importance of due diligence, market studies, a…
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We focused on the value and importance of time in the market versus timing the market, how to focus on what matters and overcome damaging behaviors, whether or not passive investing makes sense, and how to think long-term, with Darla Bishop, Financial Consultant, speaker, and author. Listen to hear a difference-making tip on why you’ve got what you…
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In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, an…
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On this episode, WILL Radio’s Todd Gleason discusses the importance of the Declaration of Independence. Then, Ziegler Ag Equipment’s Mark Duffing provides some helpful pre-spray tips to keep your sprayer in tip-top shape, and Bayer Crop Science Technical Agronomist Andrew Penney shares some corn rootworm scouting insights. In our “Beltway Beef” seg…
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Send us a Text Message. Tax Notes chief correspondent Amanda Athanasiou discusses the effectiveness of carbon pricing as a climate change mitigation strategy and possible alternative policies. Read Athanasiou's article, "Keeping the Promise of Carbon Taxes in Perspective." Listen to our previous episode on carbon pricing, "Taxing Carbon at the Bord…
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About Terri Johnson: Terri S. Johnson, CRE, co-founder and managing partner of Capstan Tax Strategies, is dedicated to helping commercial real estate owners and investors achieve significant tax savings through engineering-based tax strategies. With 24 years of experience, Terri is a renowned expert in cost segregation, having authored articles, ap…
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Will the economy be better under Biden or Trump? Is there anything either of them can do regarding the budget deficit and national debt? George G talks about how winter is coming, regardless of who wins the 2024 Presidential election, and what you can start doing immediately to position yourself for success! Did you get anything out of this episode…
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Abe explains the difference between financial independence and retirement planning and how they can be achieved simultaneously. Abe also highlights the common mistakes people make with their 401k plans and offers suggestions on how to avoid them. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/…
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In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…
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In this festive episode of The Art of Money podcast, host Art McPherson gears up for the 4th of July with a lively chat about summer celebrations, college football, and American pride. Dive into the latest buzz around the upcoming college football season, including odds and expectations for Georgia, FSU, and other top teams. Discover fascinating fa…
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