A Wealth Podcast For Doctors
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A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, R ...
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Welcome to the Essential Financial Advisor Marketing Podcast. In this podcast, you’ll get discussions and interviews 100% dedicated to helping financial advisors with their marketing challenges, as well as sharing what’s working well in their practice.
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The Affluent Entrepreneur Show is for high-level entrepreneurs and CEO's who know they want to create an abundant lifestyle, not just wealth. You're tired of overwhelm, and want to have more time freedom. You know you have it in you, you just need to understand why creating a legacy right now matters - how to be present, how to have financial liberation from the constant pressure to be in your business. You're ready to learn what it takes to have financial liberation and achieve affluence in ...
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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
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Got your bucket list ready to go? Been fattening up your 401k, maxing out your IRA contributions, calculating your social security pay-out? Then you’re ready to talk amongst friends, which is what The Retirement Equals Freedom Podcast is all about. This biweekly conversation features Josh Bretl, a CPA, Senior Advisor, and owner of FSR Wealth Strategies who shares financial planning tips and informative insights gleaned over two decades of helping clients achieve their retirement dreams. A lo ...
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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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.
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Welcome to Contenders Wanted where we’re working relentlessly to solve our money problems without sacrificing what’s most important in life. We know money won’t solve our problems, but we don't want money to be THE problem. Cause for us it’s faith, family, and finances, in that order. So, how do we adopt the thoughts and behaviors that enable us to wisely take advantage of the opportunities before us, all while sifting out financial mis-information and not losing sight of our true priorities ...
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Have you ever wanted to pick the brain of a thriving investor or entrepreneur, but didn’t know how? Maybe you wanted to ask them about their successes, failures, systems, motivations, or experiences they’ve had? Perhaps you wanted to invite them out for a coffee or beer to ask them how they reached their level of success, but couldn’t find the time? Don’t worry, that's where we come in! The Weekly Juice Podcast, co-hosted by Ryan Bevilacqua and Cory Jacobson, provides actionable advice from ...
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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Why The First $100k Is The Hardest (It Gets Easier)
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Are you struggling to hit that first $100k milestone in your financial journey? It's not just a number; it's a crucial stepping stone to future wealth! In today’s episode, I dive deep into why earning your first $100,000 is the hardest but most transformative part of building sustainable wealth. I share personal anecdotes, the setbacks I faced, and…
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Bridging the Gap Between Education & Employment in Tarrant County
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In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Through (T3) Partnership. Together, they explore the various aspects of T3’s impactful work in Tarrant County that helps turn students’ dreams into tangible realities. Learn about the growth of this organiza…
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Investing Advice People Don't Want You To Hear
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Are you tired of hearing the same old rapid-fire investment tips that promise overnight riches, but leave you feeling like you're gambling with your life savings? In today's episode, I dive deep into the real talk of investing – the sustainable, no-nonsense strategies that actually build lasting wealth. I'm here to tell you that your journey to fin…
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How to Pay Less in Taxes and Maximize Your Profits with Real Estate CPA Thomas Castelli
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56:29
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In this weeks ep, we're joined by Thomas Castelli, CPA, featuring a conversation tailored for real estate investors seeking practical tax strategies. We delve into essential topics like the advantages of rental real estate, navigating the short-term rental loophole, and methods for deferring capital gains. The discussion also covers strategic tax p…
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Episode 168 - How and Why Having Difficult Conversations Matter with Maryann G. Bell
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Maryann G. Bell is a seasoned partner at Wingspan Legacy Partners, an esteemed family business advisory firm. With a wealth of experience garnered from her tenure at Goldman Sachs across New York, Boston, and London, coupled with her MBA from Harvard University, Maryann brings invaluable insights to the complexities of multi-generational family ent…
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How to Manage Taxes When You Win the Lottery - 478
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So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)…
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233: Achieving Peace of Mind in Investing with Breanna Blaney
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Welcome to episode 233 of Love, your Money! Today, I’m joined by Breanna Blaney. Breanna is the Life, Invested Director & VP leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Invested program helps simplify the world of investing, integrating it into the bigger picture of people’s lives so that t…
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[ADVISOR REVEALS] 9 Signs You're Doing Well Financially (Even if you don't feel it)
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Want to uncover the signs that you are truly excelling in your financial life—even if it doesn't always feel that way? In this episode, I guide you through the often-overlooked indicators that you're succeeding with your money. It's easy to get caught up in external definitions of success, but I offer you a fresh perspective on genuine financial we…
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CAAS Matters: Unlocking The Power of Data and Insights
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18:09
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In this 18 minute episode of our CAAS Matters podcast series, John Yeager is joined by Jake Baine, CAAS Oil & Gas - Data Products & Strategy Senior Manager. The two discuss the significance of data-driven strategies and actionable insights in driving innovation and optimizing operations to transform businesses, industries, and society. Discover how…
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Why Your 9-5 Won't Make You Rich (unless you do this)
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Are you tired of the 9-5 grind and feel like it's a barrier to achieving wealth? Think again! In this eye-opening episode, I dive deep into the common misconception that a traditional job means financial mediocrity. I discuss the mindset shifts and strategic actions necessary to turn your 9-5 into a launching pad for wealth creation. From utilizing…
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Rooftops to Riches: How Dustin Gutkowski Started a Roofing Company to Take Him From Homeless to Millionaire
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Join us as Dustin Gutkowski, founder of Results Roofing, takes us on an inspiring journey from the depths of homelessness to the heights of entrepreneurial success. Despite a rocky start with some technical snags, Dustin dives into the pivotal mindset shifts that transformed him from a street-smart hustler to a visionary CEO. He unveils the origins…
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Episode 167 - Entrepreneur Franco Perez is Reimagining Mobile Homes and Expanding Affordable Housing across the Bay Area
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Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families t…
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What’s the Break-Even Point on Roth Conversions? - 477
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Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Joseph Allen, saving to after-tax brokerage or pre-tax 403(…
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232: Live Money Coaching: Growing Your Net Worth For Financial Freedom
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Welcome to episode 232 of Love, your Money! In this Money Coaching episode, I’m joined by a husband & wife duo who own a direct sales business. As entrepreneurs, they’ve been so focused on growing their business for the last 12 years that their personal finances have become an afterthought. As they look ahead towards retirement, they also know some…
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How To Turn Your Skills into a Profitable Product Business w/ Jacqueline Snyder
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Looking to monetize beyond services? Let's unlock prosperity with products! Join entrepreneur Jacqueline Snyder as we explore creating physical products aligned with your strengths and customer needs. From workbooks to branded merchandise, discover how to boost your brand's income potential. Ready to dive into the world of products? IN TODAY’S EPIS…
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Why Everyone Is Broke (In A Rich Country)
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Feeling financially strained in a wealthy nation? It's not just about income; it's how you manage it! In this episode, I explore why many struggle despite decent earnings. From paycheck-to-paycheck living to debt acceptance and chasing excess, I delve into cultural and psychological factors fueling financial woes. Tune in to understand common pitfa…
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Wheeling and Dealing: How Dominique Gunderson is Flipping Real Estate & Running Multiple Businesses While Living in an RV
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This week we had the pleasure of interviewing real estate investor Dominique Gunderson that has one of the most compelling stories we’ve heard thus far! Dominique's journey into real estate is nothing short of remarkable and started earlier than most. At the young age of 17, while most of her peers were navigating the complexities of high school li…
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Episode 166 - Squeezing the Juice with Financial Advisor Jennifer Lee
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Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resou…
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Which Mortgage for Early Retirement? What is Private Credit? - 476
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What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage option for a Houston dream home is best for Nisa in San Jose’s early retirement goals? That’s …
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231: Learn How to Sell Easily & Authentically with Nikki Rausch
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Welcome to episode 231 of Love, your Money! In this episode, I’m sitting down with Nikki Rausch to learn how to sell easily and authentically, while eliminating fear around the sales process. Nikki has more than 25 years of sales experience. As the founder and CEO of Sales Maven, she helps small businesses and entrepreneurs sell without giving off …
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How Poverty Was the Stepping Stone to Success & Service - Gabriel Sanchez
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Embark on an inspiring journey with Gabriel Sanchez, who transformed adversity into purpose. From poverty to success, his story resonates with personal growth and giving back. Discover his path from street vendor to president of a mental wellness company. Learn how he overcame obstacles to make a difference, particularly in underprivileged areas of…
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CAAS Matters: Transaction Quarterback Gameplan
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In this latest episode of our CAAS Matters podcast series, John Yeager is joined by Derrick Bradford, Strategic Consulting Senior Associate, and integral member of the Transaction Quarterback (TQB) Group at Whitley Penn. Listen in to hear discussion on business entries, exit transactions, and valuable strategies for selling your business. Be sure t…
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[FINANCIAL ADVISOR REVEALS] How To Know You Are On Track To Be Wealthy
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In this episode, Mel Abraham shares key indicators for wealth. Drawing on his financial advisory and CPA expertise, Mel dissects critical wealth-building factors. Learn prioritizing investments, understanding wealth drivers, and prioritizing liquidity. Avoid destructive debt and track financial progress. Gain insights into wealthy mindset and strat…
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Financing Your Next Property: A Conversation with Expert Mortgage Lender Travis David
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This week’s episode is a special one! We decided to bring one of the most important members of our real estate investing team onto the show, our mortgage lender Travis David of CMG Home Loans. Whether you are a traditional homebuyer purchasing a primary residence or a savvy real estate investor, you know that finding financing for each property can…
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Episode 165 - Succession Planning Mindset Musts for a Business Owner with Gina Cotner and Dorian Zarbakhsh
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Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlini…
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Is Your Retirement Withdrawal Rate Too High? - 475
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51:59
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Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth® podcast 475, as they disagree on assumptions when it comes to retirement planning. The EASIretirement.com calculator says Chuck in South Carolina could convert even more …
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230: How to Financially Navigate Your Divorce with Karen Sparks, CDFA®
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Welcome to episode 230 of Love, your Money! In this episode, we're continuing the conversation on the financial implications of divorce. And today, I'm joined by Certified Divorce Financial Analyst®, Karen Sparks. Karen is a speaker, author, and founder of Divorce Financial Strategists. For over 10 years, she has assisted families (as well as legal…
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Listen To This If You Want To Live a RICH Life - Real Talk With Jimmy Rex
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Ready to redefine richness beyond money? Join me and Jimmy Rex as we explore fulfillment over wealth. From vulnerability to transformative exercises, we delve into the heart of true richness. Tune in for real talk on creating a happier, purposeful life. IN TODAY’S EPISODE, I DISCUSS: -The transformative "step in the circle" exercise that initiates …
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Ready to explore differences between quiet and loud millionaires? I'll discuss why quiet wealth holds more value, covering financial security, lower stress, and internal values. Tune in to learn about unique qualities of quiet millionaires, their modest living, wise investments, and giving back quietly. Discover advantages of choosing a quieter pat…
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Episode 164 - Bridging the Gap from Winning Athlete to Thriving Entrepreneur with Jay Dixon
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Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a tes…
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The Digital Dynamo: Exploring Sales Funnels & Paid Ads with Jason Wojo
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In this week’s episode we dive into the world of digital entrepreneurship with an interview featuring Jason Wojo, a serial entrepreneur, 9-figure advertiser, and the visionary owner of Wojo Media. Join us as we uncover invaluable insights and strategies for building and monetizing your digital presence. If you are on social media, you’ve likely see…
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How to Take the Uncertainty of Taxes Off the Table - 474
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Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense for his retirement needs? That’s today on Your Money, Your Wealth® podcast 474 with Joe Anderson, CFP® and Big Al Clopine, CPA. Should Mike and Carol in…
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Welcome to episode 229 of Love, your Money! In this episode, I’ll be talking about a topic that impacts many people, the financial implications of divorce. This episode will serve as a primer for next week’s interview with an expert in this field, so be sure to check out part 2 next week. I’ve seen how divorce affects people’s lives firsthand after…
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Are you feeling knocked down by financial setbacks and ready to mount a powerful comeback? I've been in the trenches where a single ill-advised move cost me $1M—an experience that is as humbling as it is crushing. In this deeply personal episode, I open up about the emotional whirlwind of losing a fortune and the concrete steps I took to rise from …
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