show episodes
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Welcome to the tax mastery podcast a business community outreach network of business owners teaching business owners. I am your host Jonathan McGovern founder of Kwikefile Professional Income Tax and Accounting Service and I am glad you have you taken time to learn and share with us today. Tax Mastery helps the business owner and individual to understand income tax strategies. Our mission is to educate our audience on matters of finance, taxation, and business management.
 
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show series
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
On this episode Jake and Kirk discuss Biden’s proposed changes to 401ks. We also discuss, once again, the difference between political rhetoric and political action. If these changes take place we will create another episode explaining them. For this episode, we discuss what those changes would look like if implemented as Biden proposes. We also di…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Are you eligible for a backdoor Roth IRA conversion? Is it taxed? How does a Roth 401k differ from a Roth IRA? Can you buy Mom’s condo for below market value & rent it back to her? Can you max out Dad's Roth? Can you file 2020 taxes before receiving IRS form 1098? How should you diversify your portfolio into international investments? Plus, capital…
 
The busiest time of year for tax professionals is about to get a lot busier - thanks to the CARES Act, PPP Second Draw Loans (not to mention PPP 1.0), and the Employee Retention Credit (ERC). There are a lot of questions facing business owners and it's up to the tax professionals to provide them with the answers they're looking for. But, it's fair …
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
As we have mentioned on previous shows, even with a democrat controlled House and Senate Biden cannot accomplish everything he wants. Though, it may feel like he will with this new, almost 2 Trillion dollar stimulus proposal. Jake and Kirk take a look at the major proposals and how they believe they will be impactful, or, maybe not as much. Also, t…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
A retirement plan spitball analysis for an engineer wondering if he can afford to retire, required minimum distribution questions answered, and discussion on when to stop contributing to tax-deferred accounts, when to start Roth conversions, and a conversion strategy for someone with no income. Plus, "conversation" - not advice - about Joe's possib…
 
Creating company morale in a virtual world can be quite difficult, but it’s not impossible. Abbey Kanellakis, Practice Growth Senior Manager at Rea, is going to talk about our initiatives within Rea to keep virtual life engaging, known as the Committee of Awesomeness. Listen to this episode of unsuitable to learn: The challenges with keeping up mor…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
The American Institute of CPAs (AICPA) Tax Policy & Advocacy Team and volunteer members continually monitor and advocate on legislative, regulatory, and administrative tax matters. The team has been off to an active 2021, following a remarkably busy 2020. Guests Amy Wang and Alex Scott of the AICPA Tax Policy & Advocacy Team join host Damien Martin…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Though the investment app boasts no commissions, there are several strategies the company uses to make money. Some of these strategies seem familiar to us and some may be unique. One of them, Jake and Kirk believe, is actually quite dangerous! *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Many individuals who invest would like to know how their dollar is being put to work while in the market. Is it supporting a company who’s values align with their own? We turned a recent socially responsible investing webinar into our latest Your Life, Simplified podcast. Our host, George Fernandez along with the panel of Brad Rollins, vice preside…
 
See our disclaimer here: https://youtu.be/kqF1iK0qAOk Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - W…
 
Whether you call it a SERP, an individual supplemental executive retirement plan, a private pension, or the "Super Roth," the strategy is overfunding life insurance, and the question is, is it a good idea for retirement planning? Also: a Social Security, pension, retirement withdrawal, and Roth conversion strategy, portfolio modeling scenarios, the…
 
One Columbus has a vision for the Columbus Region to be the most prosperous region in the United States — that means growing businesses, preparing communities, and more. Chip Holcombe, Director of Investor Relations at Columbus 2020, joins unsuitable to give us a little insight about the One Columbus plan. Listen to this episode of unsuitable to le…
 
Over the past few months the performance of heavily short/distressed companies' stock prices have surged. More recently we have seen stocks with high short interest, such as GameStop and AMC Theatres, become the target of coordinated short squeezes via stock and option purchases supposedly by retail day traders on Reddit. Join Claude and I as we an…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? -What does the Canadian dollar look like? -What are today's oil and gold prices Every morning LIVE f…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
There are a lot of myths and misinformation about what was going on with Gamestop. Jake and Kirk set the record straight with some of the facts regarding the strange case of Gamestop and the cliff that hasn’t happened (yet!). On this show you will learn about short selling, the value of investors, and why the market operates based on sound principl…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices For Your FREE Cons…
 
Find out just how intertwined healthcare and retirement are, with answers to questions about Medicare as it relates to Social Security, Health Savings Accounts (HSA), and IRA required minimum distributions (RMDs). Also, strategies for Roth conversions and Social Security, saving for retirement in a brokerage account, and paying debt out of retireme…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? -What does the Canadian dollar look like? -What are today's oil and gold prices Every morning LIVE f…
 
Keeping your organization’s information and computer systems safe can be tricky, but assessing current processes and recommending new and innovative software could put you on the right path to grow your organization. Darrell Williams, Chief Information Officer at Rea & Associates, joins unsuitable to talk about a few IT initiatives Rea is doing to …
 
This week GameStop, AMC and Blackberry stocks went wild, with hedge funds shorting the stocks, and Redditors using the Robinhood investing app to put the squeeze on them - to the tune of billions of dollars. Is the stock market rigged? How do these investing plays affect you and your portfolio? Should you get in on the day-trading craze? Pure Finan…
 
Tune in for your daily stock market update in 3 minutes See our disclaimer here: https://youtu.be/kqF1iK0qAOk For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj …
 
Laws passed in 2020 are beginning to take effect. Some of these laws will affect your wallet. Namely, alterations to 401k, social security and laws governing subscription services. On this episode Jake and Kirk go through the ones that are most likely going to affect you and discuss how to navigate them. *“Tax preparation, planning, IRS representat…
 
Tune in for your daily stock market update in 3 minutes -Let’s start with the big three reporting earnings: Apple, Facebook and Tesla -MasterCard and McDonald’s also report earnings -Let’s check in on the short squeeze latest victim: Bed Bath Beyond See our disclaimer here: https://youtu.be/kqF1iK0qAOk For Your FREE Consultation with Rob, simply fi…
 
Tune in for your daily stock market update in 3 minutes - Markets appear ready to take a small step back this morning, what’s driving them lower? - Microsoft reported earnings, how was the quarter? - AMC, Starbucks See our disclaimer here: https://youtu.be/kqF1iK0qAOk For Your FREE Consultation with Rob, simply fill out the form and directly book y…
 
Tune in for your daily stock market update in 3 minutes Here are the six companies that we cover in today's update: -American Express -General Electric -johnson & johnson -Verizon -Polaris -Nokia See our disclaimer here: https://youtu.be/kqF1iK0qAOk For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy sessio…
 
Drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and …
 
Tune in for your daily stock market update in 3 minutes - what are you watching for this week? Earnings season, Canada GDP Friday - game stop stock has been trading oddly lately, can you fill us in? Online traders irrationally buying up the stock, short squeeze - Merck and Blackberry See our disclaimer here: https://studio.youtube.com/video/kqF1iK0…
 
The tough part about developing your organization's employee development strategy is forgetting the fact that one size can’t fit all. Annie Yoder, Principal and Director of Development at Rea & Associates, joins unsuitable to talk about how you can balance employee development amongst a broad scale and the differences between Coaching, Mentorship, …
 
Tune in for your daily stock market update in 3 minutes fresh year fresh TFSA contribution room. First off what is the TFSA? -investment account for each Canadian adult -all investment gains are tax free -can hold stocks, bonds, GICs, mutual funds -What are the rules for contributing? -every year contribution room is accumulated -6k in 2021 (that n…
 
Tax headlines are swirling after several tax-related developments following the enactment of the 2021 Consolidated Appropriations Act on December 27, 2020. Tune in as host Damien Martin cuts through the static of these significant changes with returning guests Jesse Palmer and Yelena Bosovik. Here’s what’s covered: Expanded and extended employee re…
 
Tune in for your daily stock market update in 3 minutes - North American stocks set to add to their soaring numbers this morning? Inauguration, jobless claims, earnings - The first Bank of Canada policy decision of the year released yesterday, what were the headlines? - United Airlines & Paypal See our disclaimer here: https://studio.youtube.com/vi…
 
Jake and Kirk discuss the ever prevalent issue of inflation. This time with an eye toward how 2021 will likely see a large jump in inflation. Inflation can seem like a simple idea but it can get quite confusing. Jake explains the mindset you need to have when thinking about inflation in 2021 and beyond. *“Tax preparation, planning, IRS representati…
 
Tune in for your daily stock market update in 3 minutes - With Biden set to be inaugurated today, what are some of main investment themes Canadians need to watch? - Earnings continue to be strong, Netflix and Morgan Stanley reported, how were they? - Ali Baba & Proctor and Gamble See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk…
 
Even before the pandemic, working from home has become a norm in our society. Whether you do your job from a home office full-time, or have a temporary setup during an unexpected shift in your routine, there are impacts to your overall health that you should consider. We invite Samantha Cooper Cauthon, facility manager & physical therapist at Athle…
 
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