Best Taxplanning Podcasts (2024)

1
Dividend Investing (Part 4): Answering Top Listener Questions 25:59

22h ago25:59

25:59

In the final episode of this series, I'm answering the BEST listener questions I've received about dividend investing. Questions such as: ➤ If dividend investing is NOT a great way to create retirement income, what is? ➤ What dividend-focused funds should investors consider if they insist on investing for yield? ➤ What is the counterargument for st…

1
In 2024, Should You Rent or Buy Your Home? 23:50

15d ago23:50

23:50

Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…

1
The Best 7 Investments For High Net Worth Individuals 8:42

16d ago8:42

8:42

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#131 Exploring the Shred Method: Accelerating Mortgage Debt Repayment with Adam Carroll 50:54

16d ago50:54

50:54

In this podcast episode, T.J. hosts financial expert Adam Carroll, who shares his journey from college debt to financial responsibility. Adam introduces the "shred method," a technique using home equity lines of credit to reduce interest expenses on debts like mortgages and student loans. He explains how this method can save money and increase fina…

1
Dividend Investing (Part 3): A More "Flexible" Dividend Strategy 18:29

22d ago18:29

18:29

In today's episode, I'm sharing everything you need to know about stock buybacks. Specifically, I'm sharing: ➤ Why stock buybacks are referred to as a "flexible" dividend ➤ What a stock buyback is (and how it works) ➤ How stock buybacks are more tax-friendly than traditional dividends If you want to learn more about this increasingly popular "flexi…

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

24d ago8:33

8:33

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

24d ago8:33

8:33

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#130: How Can You Overcome Money Anxiety and Make Intentional Financial Decisions with Mandyy Thomas 53:45

1M ago53:45

53:45

In this podcast episode, financial coach Mandyy Thomas joins us to speak about helping people with their money worries. She shares her own story and gives tips on how to manage finances better. Mandyy teaches how to plan for big and small costs and how to save money wisely. She also talks about the importance of understanding your actual income and…

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

1M ago7:19

7:19

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

1M ago7:19

7:19

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

1M ago10:02

10:02

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

1M ago10:02

10:02

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform 19:38

1M ago19:38

19:38

Today I'm continuing our multi-part series on Dividend Investing. Specifically, in part two, I’m sharing: ➤ What the long-term performance has been for dividend-focused funds ➤ Why popular dividend investing charts can be incomplete (or misleading) ➤ The 3 primary reasons dividend strategies typically underperform If you want to learn more about di…

1
Year-Round Tax Planning 20:25

1M ago20:25

20:25

Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.By Mariner

1
#129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani 51:05

2M ago51:05

51:05

In this episode of "Do More With Your Money," host T.J. van Gerven chats with Rocky Lalvani, a chief profitability advisor and certified profit first professional. Rocky shares his journey from a money-savvy kid to helping business owners prioritize profit and pay themselves first. They discuss the importance of understanding money mindsets and the…

1
Dividend Investing (Part 1): Making Money While You Sleep 19:21

2M ago19:21

19:21

Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them? ➤ How do they affect an investor's return? ➤ Where do dividends fit in the portfolio construction proce…

1
Cash Balance Plans Explained 15:40

2M ago15:40

15:40

Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for.…

1
#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP® 48:35

2M ago48:35

48:35

In this episode of "Do More With Your Money," host TJ Van Gerven talks with financial planner Leland Gross about the unique financial planning needs of realtors and self-employed millennials. Leland shares his journey from insurance sales to comprehensive financial planning, emphasizing the importance of fee-only advice and the challenges faced by …

1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs Should Be Doing) 13:03

2M ago13:03

13:03

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs Should Be Doing) 13:03

2M ago13:03

13:03

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How to Protect Yourself From Financial Scams (+ New Resources) 14:02

2M ago14:02

14:02

Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the …

1
How Parents Can Teach Teens About Investing 16:15

2M ago16:15

16:15

Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investment accounts, retirement plans and more…

1
Why Working With a Wealth Advisor Is Important 18:09

3M ago18:09

18:09

It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and what they've learned since.…

1
The Best Retirement Account, Making Investment Changes, and More! 23:40

3M ago23:40

23:40

There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save? ➤ How do I optimize my tax bill and avoid overpaying the IRS? ➤ When do I take Social Security? ➤ What should I invest in? (And what should I avoid?!) The list goes on. And while you’ve likely read (or heard) helpful answers to m…

1
What Makes Billionaires Different From The Rest Of Us? 6:34

3M ago6:34

6:34

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Makes Billionaires Different From The Rest Of Us? 6:34

3M ago6:34

6:34

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Episode #14: Travel Planning with Grace Cheng Braun 50:13

3M ago50:13

50:13

In Episode #14 of Intentional Wealth, host Amy Braun-Bostich is joined by Grace Cheng Braun with Destinations with Grace to discuss the current trends with travel and what to consider when planning your next trip. As travel season swings into full gear, Grace details everything you need to know about travel planning, including budgeting, choosing a…

1
Inflation: Why Does Everything (Still) Feel So Expensive? 11:54

3M ago11:54

11:54

Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflation is back in line with long-term historical averages, why does everything still feel so expensive? When voters were asked what they would most like to see improved in our economy... ...why did 64% of them say "lower prices?" In this episode, I'm di…

1
Tax Implications of Roth IRAs and Roth 401(k)s 16:19

4M ago16:19

16:19

IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distri…

1
Succession Planning | Key Steps for Effective Succession Management 9:12

4M ago9:12

9:12

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Succession Planning | Key Steps for Effective Succession Management 9:12

4M ago9:12

9:12

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Roth Conversions and the 5-Year Rule (Explained!) 25:03

4M ago25:03

25:03

Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule. 👉 Click here to join the newsletter! *** TODAY'S EPISODE: The "Trump-era tax cuts" are set to expire in 2026. In other…

1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!) 9:16

4M ago9:16

9:16

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!) 9:16

4M ago9:16

9:16

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Estate Planning: Protect Your Legacy & Avoid These Mistakes 17:22

4M ago17:22

17:22

No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid…

1
#127: Unconventional Financial Planning: Navigating Life Without Kids with Jay Zigmont, PhD, CFP® 38:20

4M ago38:20

38:20

In this episode of "Do More With Your Money," host T.J. van Gerven interviews Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. Jay, a financial planner specializing in advising childfree individuals, discusses the lack of financial planning services tailored to the 20-25% of the U.S. population not planning to have children. He highlights the u…

1
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds) 9:47

4M ago9:47

9:47

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds) 9:47

4M ago9:47

9:47

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
4 (Little-Known) Retirement Planning Misconceptions 44:21

4M ago44:21

44:21

Today I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact, some of these misconceptions might not be misconceptions at all... ...they might be concepts that you've never even considered! For example, is retirement planning a complex problem OR a complicated problem? (And why does it matter?) And, should you devel…

1
Non-Financials of Retirement 17:17

4M ago17:17

17:17

What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your life.…

1
#126: How Can Financial Planning Help You Achieve Life Balance and Fulfillment with Mike Troxell 49:52

5M ago49:52

49:52

In this episode of "Do More With Your Money," host TJ and financial advisor Mike Troxell discuss the challenges and strategies involved in financial planning, particularly for individuals with complex equity situations. They explore the emotional aspects of financial decisions, the importance of life planning, and the balance between enjoying life …

1
How To Invest 20 Million Dollars 7:34

5M ago7:34

7:34

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How To Invest 20 Million Dollars 7:34

5M ago7:34

7:34

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How to Invest During an Election Year 16:59

5M ago16:59

16:59

It's an election year. As a result, many retirement investors believe that the market MUST be in for a wild ride. But is that true? Over the last 100 years, how have markets behaved during election years? What have been the best and worst returns? How has the market performed during every 4-year presidential term since 1929? And is it "different th…

1
The Best Ways To Protect Your Portfolio From Volatility 8:09

5M ago8:09

8:09

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The Best Ways To Protect Your Portfolio From Volatility 8:09

5M ago8:09

8:09

📞 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 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Worst Financial Decisions on the internet! 32:58

5M ago32:58

32:58

Ever grappled with a financial decision that felt like a fork in the road of life? Join us, Jake and Kirk, as we recount tales that merge money with the heart, drawing wisdom from those who've walked the path before us. Today's episode is a deep dive into the shadows of sacrifice and regret—those moments when we choose between material wealth and t…

1
Episode #13: Investment Strategies with Brian Mulberry 20:06

5M ago20:06

20:06

In Episode #13 of Intentional Wealth, host Amy Braun-Bostich is joined by Brian Mulberry of Zacks Investment Management to discuss the economy, the stock market, the bond market, allocating assets, and the future of inflation. Brian details different scenarios with each topic and discusses our present situation, as well as where we could see our fu…

1
How to Prepare for Maternity Leave 26:35

5M ago26:35

26:35

Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and preparing your team for your l…

1
#125: Managing money across borders for globetrotting Indian millennials with Vrishin Subramaniam 46:39

5M ago46:39

46:39

In this episode of "Do More with Your Money", host T.J. van Gerven interviews Vrishin Subramaniam, a financial planner who specializes in assisting Indian millennials and Gen Z living abroad. They discuss the unique financial challenges faced by this demographic, including issues related to visas, cross-border money management, immigration status, …

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Taxplanning Podcasts

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