Introducing your host, Boris Musheyev, CPA. In this podcast Boris debunks the tax code by teaching you simple and effective tax strategies, so you can keep the most of what you make. His mission is to help you cut taxes and build wealth using the power of proactive tax strategies. Every episode you will gain a better understanding of how the tax code is designed to be in favor of money-making entrepreneurs like yourself. 🆓 Download FREE PDF: 7 Write-Offs Every S-Corporation Business Owner MU ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
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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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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EverydayCPA Show | Business Owners | Self-Employed | Households | Tax | Budgeting | Savings
Kelly Coughlin, CPA, CEO, EveryDayCPA
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Kuhn Capital Partners sponsors Robert Kuhn’s Destination Retirement Radio program, which can be heard every Saturday morning from 10 to 11 AM on WLS-AM 890. Robert offers practical advice and strategies for overcoming common retirement fears and provides insight on how to protect and grow retirement assets.
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Co-founders of the Bryson Law Firm, Cary and Angela Bryson, have over 40 years of combined legal experience in Louisiana and Texas and have built a thriving and successful law firm that aids their fellow “Loosianans” and Texans when it comes to the complicated realm of taxes. Together with the help of their roots, experience, and deep insight, they break down topics such as bank levies, lien assistance, tax resolution, payroll, and more on their podcast Talkin' Tax for anyone who needs a lit ...
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The Heartland Institute podcast featuring libertarian and conservative scholars who advocate for lower taxes, less spending, less regulation, more economic freedom, and vibrant free markets.
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Dental industry experts, thought leaders and innovative minds are shaping the future of dentistry. From discussing new technologies and techniques to exploring the latest research and advancements, this podcast covers it all. You can catch Dental Alements on all major podcast platforms, including Apple Podcasts, Spotify, Google Podcasts, and Amazon Music. Be sure to subscribe, so you never miss an episode filled with valuable insights and engaging conversations. Want to connect with the gues ...
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Help build a financially free future for all! Kiddie Kredit is a mobile app designed to educate children on the credit system by completing chores. In our new weekly podcast, Kiddie Kredit's Director of Community aka Chief Mom, Anika Jackson, will interview parents, tech CEOs, financial experts, kid entrepreneurs and others to talk about wealth equity, financial literacy, our own credit stories, and much more. Join us to learn tips, tricks and trends to help children learn about the value of ...
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Welcome to the world's first Straight-Talk Solar Cast! This is your go-to podcast for answers about solar. Each episode we discuss questions facing people making the decision to go solar. The solutions to your questions are given to you - straight - by one of the leading experts in the solar industry, Jamie Duran, president of Solar Harmonics. Feel free to search our library for answers to questions that you're facing when considering solar.
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Tax Justice Warriors is a podcast that focuses on tax controversy, Low Income Taxpayer Clincs (LITCs), educating the public, news, and interviews about taxes. The host is Omeed Firouzi, a practice professor and director of the low income taxpayer clinic at Temple University Beasley School of Law. The producer is Zac Harvey.
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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This podcast will help homeowners understand the places and ways in which their homes are losing energy and it is not as obvious as it may seem. Have you heard of home performance? It is not new, but it is about to explode on the scene! Listen to recorded discussions about what we find in the Maryland housing stock that leads to nagging comfort problems and high energy usage. Insulation, air sealing, duct leakage, blower door testing, and many other building science topics will be covered, i ...
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Join Rob Golfi, Sales Representatives with ReMax Escarpment Realty, as he discusses real estate, offers advice and answers questions for the Golden Horseshoe (Hamilton, Niagara, Grimsby, St. Catharines, Burlington, Welland, Ancaster) and Toronto areas.
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Is a $25,000 tax deduction for seniors a good idea? Is there a big difference between 25 basis points and 50 basis points? And from a business owners’ perspective, are profiteers really gouging consumers for extravagant profits? David Brooks has answers to these questions in today’s Q & A episode.By Retire SMART LLC
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Episode 22. Hidden S-Corporation Tax (DO NOT PAY THIS)
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! Discover the hidden taxes of S-Corporation and how to use a tax strategy NOT to pay the Net Investment Income Tax for an S-Corporation! This podcast explores powerful tax planning techniques that can reduce your net investment inc…
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Year-End Tax Reduction Strategies (Part 1)
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You've worked hard for your money, and naturally, you want to keep as much of it as possible instead of handing it over to Uncle Sam. Fortunately, there are smart strategies to help reduce your tax burden and keep more of your earnings where they belong- in your pocket. And, as the end of the year approaches, it's the perfect time to start thinking…
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In this week's podcast we discuss the recent contractor's board decision to limit battery installation to the C10 (electrician) license, and how a San Diego judge has placed a temporary hold on that ruling. About Jamie Duran & Solar Harmonics Brought to you by Solar Harmonics in Northern California, who invite their customers to “Own Th…
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September 28, 2024 - Rate cut? Good or bad? Should we be concerned?
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By Robert M. Kuhn
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Open enrollment for medical benefits is just around the corner, and today, back in the guest seat, Financial Advisor Dustin Galvin, joins David on the discussion of all things Medicare, sharing tips and strategies on how to recognize and navigate potential red flags in your Medicare plans.By Retire SMART LLC
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David breaks down a headline put out from the CEO of JPMorgan, warning the US of an economic fate worse than a recession, and why bond rates are expected to go up.By Retire SMART LLC
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David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts.By Retire SMART LLC
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September 20th, 2024 | Retail Sales, Fed’s Rate Cut, S&P 500, Dividends, Rate Reductions for Refinancing, Nike Inc. (NKE), Snap Inc. (SNAP) & Lululemon Athletica Inc (LULU)
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Retail sales shows the consumer is still spendingAugust retail sales were expected to decline 0.2% in the month, but the consumer was more resilient than anticipated as they actually grew 0.1% compared to the month of July. Compared to last August, retail sales were up 2.1%. Gas stations were the biggest negative in the report as lower prices for o…
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In this week's episode we start out the podcast by discussing a few projects where solar installers start the project and for some reason, stop showing up leaving the clients with very few options. We also discuss the new PG&E + Apple app called 'Home' for Apple users only. About Jamie Duran & Solar Harmonics Brought to you by Solar Harmonics i…
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Ep 87. Being watched while you work...at home
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Has Price Waterhouse gone too far with monitoring their employees’ locations to enforce its “return-to-office policy?” With significant fraud in the social security system, is the elimination of the wet ink signature requirement a good idea? And what is going on with Volkswagen potentially closing their plants in Germany? David Brooks has answers t…
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Episode 21. Retirement Tax Strategies for S-Corporation Owners
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! Discover the top 2024 retirement tax strategies tailored for S-Corporation owners. Learn how to maximize your savings with solo 401(k) and SEP IRA plans and understand how these tax strategies can benefit your S-Corporation or LLC…
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Making his debut, CPA and director of Tax Services at Retire SMART, Evan Marshall, joins David Brooks in the studio. Evan leads the Tax SMART division, specializing in saving hundreds of thousands in taxes for entrepreneurs, high income earners, exit planners, and more.By Retire SMART LLC
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Ep 85. Takeaways from the Trump & Harris Debate
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David shares a few takeaways from the Trump & Harris debate, more on the rapid unwinding of the labor market, how the federal reserve is “toning-down” banking regulations, and the hard truths coming to light over the EV transition.By Retire SMART LLC
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September 15, 2024 - If they cut rates is that actually a vote of confidence?
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By Robert M. Kuhn
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David shares his take on the growing trend of “Unretiring,” on how many retirees don’t have a choice but to return to the workplace, plus the reason why household allocations are near record highs.By Retire SMART LLC
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September 14th, 2024 | Derivatives, Interest Rate Cuts, Health Insurance Premiums, Home Owning Tax Benefits, Topgolf Callaway Brands (MODG), United States Steel(X), McDonald's (MCD)
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Another lesson on why investors should stay away from derivatives The well-known mutual fund company, Franklin Templeton, has a division known as Western Asset Management, WAM. Please do not confuse that with our investment firm, Wilsey Asset Management, also referred to as WAM. Western Asset Management received a Wells Notice from the Securities a…
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In this week's podcast we discuss the smooth fit solar power has with the hotel industry and why hotels should consider adding solar and possibly battery storage to their properties. About Jamie Duran & Solar Harmonics Brought to you by Solar Harmonics in Northern California, who invite their customers to “Own Their Energy” by purchasing a …
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Ep 83. Transitioning Between Financial Advisors
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Will the divergence between credit card debt and private savings keep expanding infantilely? Why is there such a disparity between GDI and GDP? And how do you handle a difficult transition between financial advisors? David Brooks has answers to these questions in today’s Q & A episode.By Retire SMART LLC
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Episode 20. First Rental Tax Strategy Write-Off for S-Corporation Owners
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! Unlock the secrets to maximizing your tax savings with our first rental tax strategy for S-Corporation owners! In this podcast, we'll delve into how depreciation can be a powerful write-off, boosting your passive income and minimi…
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Ep 82. The State of Our Economy From a Senior Economist
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David speaks with a special guest, Senior Economist, Strider Elass, from First Trust Portfolios. Retire SMART utilizes resources from First Trust, such as research and analytical data that’s been proven to be one of the most reliable sources in the nation. In the conversation, Strider gives a 10,000-foot view of the state of our economy.…
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Election 2024, The Stock Market & Your Retirement Savings: Separating Fact from Fiction
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Feeling uneasy about your finances with election season approaching? You’re not alone. Political uncertainty often raises questions about market stability, and it’s easy for that anxiety to seep into concerns about your retirement savings. Join Scott as he breaks down market trends during election years, and explores how elections can affect retire…
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Ep 81. California & Dollar General Feeling the Heat!
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David unpacks why Allstate plans to raise home insurance premiums in California, and how Dollar General is also feeling major pains from plummeting shares and having to raise prices for already financially constrained customers.By Retire SMART LLC
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David shares his take on productivity in and out of the workplace in relation to working remotely, and the reality of big-name companies, such as Google and Facebook, overusing censorship, stunting the masses from becoming critical thinkers.By Retire SMART LLC
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September 7, 2024 | The labor market, Economy, Price Gouging, Roth Conversions, DraftKings Inc. (DKNG), Dollar General Corporation (DG) & Dell Technologies (DELL)
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The labor market continues to soften The Job Openings and Labor Turnover Survey (JOLTs) showed job openings continued to fall across the country in the month of July. It was reported that available positions fell to 7.67 million in the month, which 237,000 lower than June’s downwardly revised number and well below the estimate of 8.1 million. While…
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In this week's podcast we discuss the recent news of the solar inverter manufacturer SolarEdge and how the resignation of their CEO sent shock waves through the residential solar industry. About Jamie Duran & Solar Harmonics Brought to you by Solar Harmonics in Northern California, who invite their customers to “Own Their Energy” by purchasing …
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Are Nebraska property taxes finally getting a break, thanks to a legislation signed by the governor? What is “Carry Trade,” and how is it related to the volatility of the Japanese Yen? And what is happening in Libya with the halting of their oil production? David Brooks has answers to these questions in today’s Q & A episode.…
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Episode 19. Top 5 2024 Tax Planning Strategies
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! In this podcast, let's dive deep into the art of tax planning, revealing the top five strategies that have helped our clients achieve significant savings. From leveraging S-Corporation structures and understanding reasonable compe…
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For many, digital currency, or crypto, still feels taboo due to its lack of regulation in the past, but now, even the presidential candidates are weighing in on how to embrace the future of the digital dollar. Joining in the discussion today, financial advisor, Brad Starken, gives us more detail on the potential benefits of digital currency.…
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Ep 77. A Few Rate Cuts Ain't Gonna "Cut" It
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David unpacks the following: a CNBC headline on how a recession is coming to the US, but that ‘a few rate cuts’ won’t prevent it. Plus, at the Democratic National Convention, the Secretary of Commerce seemed oblivious to the BLS data on the nearly million “fake” jobs created by the Biden administration.…
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14 Tax Mitigation Strategies for Business Owners & High Income Earners
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In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability. ****** Free Resources ⬇️ ➡️ Start Here 📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners 📲 Book a Strategy Consultation 📩 Subscribe to the Alternative Wealth Newsletter 📺 YouTube 🎙️ Re…
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Ep 76. The Importance of Home Improvement Stores
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David talks on how the expectation for income amount for the next twelve months is lower, putting the consumer between a rock and a hard place. And, how the outlook of weaker sales for major home improvement retailers, such as Lowes and Home Depot, will greatly impact the economy.By Retire SMART LLC
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August 31, 2024|Inflation, Oil & Natural Gas, Rent Concessions, Business failures, Growth vs. Income Investing, Super Micro Computer, Inc.(SMCI), Sprouts Farmers Market (SFM), Advance Auto Parts(AAP)
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Inflation report pretty much solidifies a rate cut in SeptemberPersonal consumption expenditures prices (PCE) were right in line with expectations as they increased just 2.5% in the month of July. Core PCE, which is the Fed’s preferred measure came in at 2.6% and was slightly below the estimate of 2.7%. While both readings matched the June inflatio…
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In this week's podcast we discuss the current state of the residential solar industry, the solar rebound and how current solar companies are adjusting to the new #NEM3.0 order. About Jamie Duran & Solar Harmonics Brought to you by Solar Harmonics in Northern California, who invite their customers to “Own Their Energy” by purchas…
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Ep 75. False Breakdowns and Home Cancellations
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Should I put my money, from my 401k, into an IRA when I retire? What does the term “False Breakdown” mean in financial language? And with cancellations rising, is this a bad time to sell your home? David Brooks has answers to these questions in today’s Q & A episode.By Retire SMART LLC
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Episode 18. Don't Take Bonus Depreciation in 2024
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! In 2024, navigating the complex landscape of tax strategies is more critical than ever, especially when it comes to bonus depreciation. In my latest deep-dive podcast, 'Don't Take Bonus Depreciation in 2024,' I uncover the essenti…
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When you’re nearing retirement, a lot of questions can arise when it comes to decisions around your 401k. In this episode, Scott answers 5 frequently asked 401k questions- specifically for those nearing retirement. Don’t miss out on this essential guide to managing your 401(k) as you approach or enter retirement! Here’s some of what we discuss in t…
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The Retire SMART family is branching out! Joining in our studio today, is financial advisor, Brian McConnell, who will be leading the Retire SMART team in Las Vegas, Nevada. Brian unpacks his journey with David on what lead him to become an advocate for the SMART process.By Retire SMART LLC
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David gives details on a documentary feature film he helped produce, “The Psychology of Retirement,” on how it’s a wakeup call for retirees. But even though these are rough waters, David manages to bring a little humor with his take on the weekly market analysis.By Retire SMART LLC
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Simple Way To Increase Your Social Security Benefit (As A High Income Earner)
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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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David gives insight on Intel’s massive job cuts that came after it received $8.5 billion in taxpayer money, and how Macy’s store closures will forever change the outlook of shopping malls.By Retire SMART LLC
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Robo-Advisors, Inflation, Strategic Petroleum Reserve, Debt, Gold, SBUX, Tesla, Housing Prices, & Annuities
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History shows robo-advisors failed to live up to the hype!When robo-advisors first came out years ago, people asked if I was worried about my career. I said no because I do believe that investing can be very complicated and a good advisor is worth it. I’m happy to report that has been the case. Robo advisors have only accumulated one trillion dolla…
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In this week's podcast we discuss the impact of the shrinking solar industry when a client needs a new roof. Both residential and commercial clients have different issues that arise when a roof needs to be replaced or repaired, especially when solar is involved. About Jamie Duran & Solar Harmonics Brought to you by Solar Harmonics in No…
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August 24, 2024 - If not now, when? Tax reduction is now not optional!
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By Robert M. Kuhn
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Why is Google being forced to “split up?” What does it mean that Berkshire’s assets are now more than 25% cash? And do we finally have the right leader for the Nebraska football program? David Brooks has answers to these questions in today’s Q&A episode.By Retire SMART LLC
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Episode 17. Your Bookkeeping Sucks Tax Strategy
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! Are you a profitable business owner paying more taxes than necessary? It's time to turn the tables with strategic bookkeeping, and I'm here to show you exactly how. In this must podcast, I dive into the often-overlooked power of b…
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David unpacks a few items one could expect at our upcoming SMART Spend-down Solutions Class, hosted by Colin Kastrick with Kastrick Law, and Michael Luna with Senior Asset Solutions. Plus, David reveals data on how delinquencies are on the rise across the board, especially with commercial mortgages.By Retire SMART LLC
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Ep 69. A Disconnected Labor and Stock Market
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From disconnections between the labor market and the stock market, to times when the unemployment rate surpassed its 24-month moving average, David walks us through the analytical data related to these fields.By Retire SMART LLC
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The Retirement Plan For Small Business Owners You've Never Heard Of
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On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
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David talks on how California keeps taking hits by over-regulating and over-taxing big name companies, that end up packing their bags and moving out of state, and why Prospect Capital’s $8B private credit strategy is raising concern.By Retire SMART LLC
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