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Best Taxstrategy podcasts we could find (updated November 2019)
Best Taxstrategy podcasts we could find
Updated November 2019
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Mastering Money
Daily
 
Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
 
Designed to challenge old-school business practices and the traditional business suit culture, on unsuitable on Rea Radio you'll hear industry professionals speak about meaningful, modern solutions to help you enhance your company’s growth. Hosted by Doug Houser.
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal. Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats. As the saying goes, in a bull market, EVERYONE is a genius! But the real measur ...…
 
Today, the topic is building retirement wealth the smart way by making better stock selections. First, we'll review the differences between growth stocks, value stocks, and income stocks, and which are poised for better gains right now. Steve will offer key insights into dividend stock selection and how to avoid paying too much for a value stoc ...…
 
According to the Wall Street Journal, the rise of technologies that help the elderly stay in their homes threatens to upend one of commercial real estate’s biggest bets: Senior housing. While there is no question that there has been a boom in senior housing, especially in sun belt states like Arizona, new products and services include sensors t ...…
 
What if you had a magic calculator that could tell you just when to get into the market and when to get out? That would certainly be a popular gift item, but there is one problem. No such thing exists! That doesn't stop MILLIONS of people with money in the stock market from trying to time the market. JP Morgan's new retirement guide points out ...…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
Show Description: Jason and Alex host a different kind of show this week, one that allows listeners to hear more about their personal lives and some of the areas that they find joy in life. In the first story Alex shares his weekend with the Cahuilla tribe of Bear Nation, an Adventure Princess group of the YMCA Ecke in Encinitas. He let his dau ...…
 
As we near the end of the year, you know what that means — tax prep is, once again, on the agenda. But, as you prepare to file your 2019 tax returns, there are several considerations to keep top-of-mind. Luckily, Chris Axene, a principal with Rea, returns to unsuitable to point us in the right direction and help us prepare for the upcoming tax ...…
 
Retirement planning is a multi-dimensional undertaking. Done properly, retirement planning spans two-thirds of a person’s life! Ideally, retirement planning begins at the point a person begins working, and continues for at least thirty years and beyond. The advent of the 401k plan has created a generation of millionaires-on-paper who have accum ...…
 
According to Randall Forsyth writing in Barron’s, wealth taxes tend not to work--But they still might be coming your way. The much publicized difference between the poor, the merely prosperous, the rich and the ultra rich is leading to a wealth tax. It is becoming the preferred method of paying for extravagant, never-before-tried projects like ...…
 
Online brokerages are dangling a new temptation in front of investors: FREE trading commissions!! That’s right, buy or sell any stock or exchange-traded fund and pay nothing! But the Wall Street Journal warns: investors should think carefully before they jump in. Why? For one thing, investors can fall into the trap of trading too much when they ...…
 
Make no mistake: Electric Cars will begin to rule the global landscape by 2030 according to the Wall Street Journal, and the real key to Electric Cars Is... The BATTERY. One little known Chinese Firm Dominates the Industry and is likely to grow its market share. China is by far the biggest “EV”—Electric Vehicle--market. No surprise--China began ...…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
Your business is a part of a larger economic ecosystem. As such, you undoubtedly share several key commonalities with others in your industry, specialization, and even geography. Because of these shared traits, whether you know it or not, help, insight, and professional expertise are never really hard to find — as long as you know where to look ...…
 
Show Description: In this show we have two very special guests, Dax and Luke Labrum. Dax and Luke are the sons of Intelligence Driven Advisers & Financial Detox Founder Jason Labrum. This show offers listeners a glimpse into the values that the Labrum family places around financial education. Dax and Luke, ages 10 and 9, share their opinions on ...…
 
Over seventeen trillion dollars worth of government bonds are now paying NEGATIVE interest rates. Those rates are driving U.S. rates down, with numerous negative consequences. The main one is that retirees who want to tone down the risk in their portfolio and focus on safety and secure income can no longer turn to bonds. This is leading to incr ...…
 
The two largest assets of most middle and upper middle-class households are the family home and the 401(k) or other employer-sponsored plan. These assets form the core of almost every American family's financial security. How important are these assets? They are so important that homeowners are REQUIRED to carry insurance on their houses by mos ...…
 
So, ..what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time. Isolating and separating those factors may put an investor in the position of outp ...…
 
It's an understatement to say that we have entered one of the most brutal election years in history. How will it affect the stock market and your 401k or IRA? Obviously, the Democrats would LOVE to see the stock market crash before next year's election. But let’s think about it and your personal investments--If a Democrat is elected, corporate ...…
 
Show Description: Bonnie is a graduate of Texas A&M University with a degree in finance with an emphasis in investments. Through her 21-year career in the financial services industry Bonnie has worked for several wealth management firms and joined IDA in 2015. Bonnie is passionate about philanthropy, connecting local women with other women thro ...…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
For those of you who do business across state lines, your days of paying taxes in a single state are pretty much over. Since the U.S. Supreme Court ruled on South Dakota v. Wayfair, one by one, states across the country have taken steps to become more aggressive when it comes to collecting tax dollars from companies that do business in their st ...…
 
As an investor, you can choose to invest in companies that pay dividends, or choose those that do NOT. With non-dividend paying stocks, there is only one way to make money: the price must go up. Period. With dividend-paying stocks, you have three ways to make your nest egg grow. Generally speaking, companies that pay regular dividends make it p ...…
 
Statistically, most of the serious accidents-- and even the deaths that occur on mountain climbing expeditions--happen NOT on the way UP, but on the way back down. Ask any mountain climbing expert, they'll tell you: Coming down is much more treacherous than going up. … And the higher the mountain the more dangerous the descent. When it comes to ...…
 
Research reveals that most people think in terms of simple interest, or average annual return, rather than geometric compounded returns. Participants in studies showed a bias toward ignoring the effects of compounding over time. The reality is that the richest people in the world got rich, and continue to GET rich, not overnight but over TIME-- ...…
 
Everyone knows how Social Security works—the longer you wait to start the income, the higher your future and permanent income will be when you finally turn it on. Your future income rises mathematically by a factor of five-point two-five percent until full retirement age, then eight percent a year until age seventy. You might think that most pe ...…
 
Have you been wondering why you are suddenly seeing “beefless” burgers at Burger King and other outlets? Well, it could be due to MARKETING research! Restaurants want to make money! They are capitalist institutions. And, growing numbers of America’s population believe that we are experiencing accelerated climate change caused not only by humans ...…
 
Are you ready to trade your business for retirement bliss? Not so fast. There are a few critical pieces of the “selling process” to take into consideration if you want to sell for top dollar. Paul Gregory, a principal in Rea’s Amherst office, and Andrew Gelfand, Senior Vice President at Bruml Capital Corporation, join the show to explain how to ...…
 
Over seventeen trillion dollars worth of government bonds are now paying NEGATIVE interest rates. Those rates are driving U.S. rates down, with numerous negative consequences. The main one is that retirees who want to tone down the risk in their portfolio and focus on safety and secure income can no longer turn to bonds. This is leading to incr ...…
 
When five hundred point swings become the norm in stock markets—and where TRILLIONS of dollars of retirement money are at stake---it’s not surprising to learn that many retiring professionals are suddenly seeking to focus more on income and preservation, rather than taking further risks in an attempt to build their pile. One day, the market rev ...…
 
SO, “when IS the best time to take Social Security?” Should you take it early, later, or right at Full Retirement Age? Is there a sweet spot where you beat the system at its own game? Entire books have been written on the topic, and there are many seminars on the topic going on almost every day. Most of the confusion about when to take Social S ...…
 
Over the past few years we've seen a lot of publicity and news about the advent of the "robo advisor." These “robo advisors” are not like the robots that can clean your house or perform surgical procedures. The term “Robo advisor” is probably a misnomer. The accurate description would be a "low-cost, automated asset ALLOCATION program." A robo ...…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
Show Description: Modern Portfolio Theory + Efficient Market Hypothesis = An Evidence Based Investment Philosophy. In this show you will learn about: - The importance of having ONE Investment Philosophy and evidence that supports what happens if you, or your advisor/adviser, does not have one. - Modern Portfolio Theory explained. Opposing views ...…
 
The phrases “outsourced accounting services,” “client accounting services,” and “client advisory services” are generating a lot of buzz in the business community these days. But what exactly are these services and why should businesses even care? Matt Long, a principal on Rea’s own CAS team, joins unsuitable to explain what CAS is and how this ...…
 
Question: do the rich GET rich at the expense of the poor? Many people believe that the rich ONLY become rich at the expense of OTHERS. This world view is called “zero-sum thinking” because its adherents regard economic life as a zero-sum game, just like tennis, where one player has to lose for the other to win. Dr. Rainer Zitelman, writing in ...…
 
As an investor, are you looking for ways to beat the market? If so, you might want to take a look at medical device stocks. According to our friends at the Motley Fool, the Dow Jones U.S. Select Medical Equipment Index, which tracks the performance of U.S. medical device stocks, has delivered a total return more than 60% greater than the total ...…
 
As you get closer to the day when your salary goes away… and everything you’ve accumulated up to this point has to be the source of ALL your future paydays… your decisions need to become more accurate. You can’t afford the mistakes you made thirty years ago. On an increasing basis, the news literature in the financial world states that you will ...…
 
Medicaid is a health care program designed for the poor. That said, it is well known that poor health and long term care needs later in life by one or both spouses can lead to a couple actually BECOMING poor! This is why certain forms of planning are legally allowed to potentially help keep a family from financial devastation while receiving Me ...…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
Show Description Brian McArthur is the President of the McArthur Group at Bridlewood Insurance. His team and he work exclusively with financial advisers to navigate clients through their Medicare enrollment under the watchful eye of, and in partnership with the client’s financial advisor. In this show you will learn about: - Why Medicare is so ...…
 
At some point, if you’re a business owner, you’ll have to think about trading your business in for retirement. And when it comes to identifying an exit strategy, you can either liquidate, keep it in the family, sell it to the highest bidder, or get your employees involved. Ted Lape, a partner with Lazear Capital Partners, joins unsuitable to te ...…
 
The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two. Tha ...…
 
Show Description: Now that the 2nd decade of the 21st century is coming to a close we can reinforce timeless market lessons once again. The “Lost Decade” is a common example used when describing “the worst of times” for the S&P 500 where it returned an annualized rate of -0.95% from January 2000 through December 2009. Fast forward from January ...…
 
The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two. Tha ...…
 
So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after ...…
 
Have you heard about the new Bill that passed in the House of Representatives that would raise the age for taking RMD withdrawals from the current age of 70 ½ to age 72? Well, it still has to pass the Senate, but attorneys and accountants warn that required minimum distribution planning is only a small part of the bill. The IRS will miss almost ...…
 
Show Description: Jason and Alex discuss the three most common paths that we have in pursuing the best investment experience. Option 1 is the “do it yourselfer”, this person never sought professional financial advice and chose instead to manage their own investments and financial plan. Option 2 is the person who sought professional advice from ...…
 
There was a time when the word “manufacturing” would conjure up images of “dark,” “dirty,” and “dangerous” work. But these days, business owners and leaders in the field are working hard to repair the industry’s reputation. Dustin Raber, principal with Rea and director of the firm’s manufacturing services team, has witnessed the strides compani ...…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, ...…
 
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