Jeff Hockett public
[search 0]
Download the App!
show episodes
 
Real Estate Agents don’t understand the tax part of their business. They are losing the tax game with every transaction and it is costing them money. Join Jeff Hockett weekly to learn the tax rules, basic and advanced strategies, and the basics of running a business so you can keep more money in your pocket and pay as little in taxes as legally required. If you are new to real estate, have been there a long time, or are thinking of becoming a real estate agent, this podcast is for you.
  continue reading
 
Welcome to 'Money Talk with Yu,' the podcast that invites you to explore the captivating journeys of accomplished businesspeople who have paved their way to success. Join your host, Jerry Yu, as he sits down with a diverse range of entrepreneurs and industry leaders, delving deep into their stories of triumph, resilience, and vision. Discover the invaluable lessons learned along the way, and gain insights into building and safeguarding your business and financial future for generations to co ...
  continue reading
 
Loading …
show series
 
Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning…
  continue reading
 
In this episode, we dive deep into: Understanding net income vs. gross income for tax planning Setting tangible financial goals with timelines Avoiding lifestyle inflation through conscious planning Prioritizing experiences over material possessions Strategies for retirement preparation “It’s not just about making money, it’s about making smart cho…
  continue reading
 
This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again? ● Why do you feel it is important to have a family money doctor? ● What components are needed to maintain good money health? ● The right “medicine…
  continue reading
 
In this episode, we dive deep into: Achieving tax resolution victories Understanding the IRS collection process and time limits The nuances of offers in compromise Strategies for successful IRS offer acceptances Avoiding scams and seeking legitimate tax services "Helping clients save on taxes is like scoring the winning touchdown in the Super Bowl …
  continue reading
 
Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil?…
  continue reading
 
In this episode, we dive deep into: Tax strategies for real estate agents and the significance of quarterly goal assessments Dealing with the stress and logistics of IRS audits, and the essential practice of maintaining accurate records The critical role of professional counsel in resolving tax issues with the IRS, drawing from personal experiences…
  continue reading
 
Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew. Ab…
  continue reading
 
In this episode, we dive deep into: The IRS sending letters to millions of people behind on tax returns or in collections Understanding the differences between IRS letters and notices, required actions, and meeting deadlines Avoiding IRS audits through accurate tax returns, organized records, and cautious social media usage "We find most people who…
  continue reading
 
In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamless…
  continue reading
 
In this episode, we dive deep into: Navigating IRS letters and tax debts Resolving tax issues with the IRS "The last thing they want to do is put you into jail. They don't want to take your home and they don't want to freeze your accounts, but they can do all of these things if you're not communicating with them and not paying attention to them." –…
  continue reading
 
Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financia…
  continue reading
 
In this episode, we dive deep into: Taxes and financial planning for 1099 workers and sole proprietors The significance of monitoring your financial numbers and conducting thorough planning The crucial role of estimated tax payments "Understanding your numbers is the key to winning at business." – Jeff Hockett Connect with Jeff: Website: https://ww…
  continue reading
 
Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and tur…
  continue reading
 
In this episode, we dive deep into: Essential interview questions to ask potential employees Reflecting on your own strengths and weaknesses in handling stress and challenges Aligning a candidate's future goals with your business plan for long-term success Understanding a person's motivations to enhance their job performance Assessing a candidate's…
  continue reading
 
Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, fa…
  continue reading
 
In this episode, we dive deep into: The importance of hiring employees for business success and avoiding burnout Overcoming the challenges of hiring to ensure long-term stability Real-world examples of businesses thriving with the help of employees Shifting the focus to working on your business rather than in it for increased enjoyment and profits …
  continue reading
 
In the world of finance, one man dared to challenge the status quo and bridge the gap between accountants and small business owners. Ryan Kimler, a seasoned finance expert, discovered the untapped potential hiding within financial reports. Little did he know, his journey would take an unexpected turn. Join us as we uncover the twist that changed th…
  continue reading
 
In this episode, we dive deep into: Writing off credit card interest Vehicle expenses and write-offs "Just because you can write something off doesn't mean that it's a good thing and that you should be doing it." – Jeff Hockett Connect with Jeff: Website: https://www.hocketttax.com/ Email: jeff@hocketttax.com Twitter: https://twitter.com/taxgamecoa…
  continue reading
 
Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave …
  continue reading
 
In this episode, we dive deep into: Considerations for starting a business Investing in specialized software Elements of a successful business Creating financial roadmaps and smart expenses "Just because you can write it off doesn't mean it's a smart use of your money." – Jeff Hockett Connect with Jeff: Website: https://www.hocketttax.com/ Email: j…
  continue reading
 
Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffect…
  continue reading
 
Join me in this episode as I delve into the invaluable lessons of knowing your worth as a business owner. It touches on a pivotal decision faced by entrepreneurs: the courage to part ways with difficult clients. In this episode, we dive deep into: The importance of knowing your worth as a business owner and making tough decisions for the benefit of…
  continue reading
 
Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam…
  continue reading
 
In this week’s insightful episode, we delve into the intricacies of entrepreneurship and the journey of growth. From the formative influence of small-town beginnings to the unique challenges faced by small business owners — we unpack it all. In this episode, we dive deep into: How growing up in a small town can shape one's perception and identity T…
  continue reading
 
Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and revea…
  continue reading
 
Dive into the complexities of tax preparation with Jeff’s invaluable insights for real estate agents. Get your tax prep checklist, conquer the tax organizer, and safeguard against audits with a robust balance sheet. Tune in now to avoid costly errors and keep your finances in impeccable order. In this episode, we dive deep into: The essential tax p…
  continue reading
 
This is a classic rewind episode with John Browning. In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will lea…
  continue reading
 
Is tax season giving you the jitters? Well, Jeff just dropped a new podcast episode, and he’s unpacking the anxiety behind taxes and how to conquer it once and for all. Here are 9 anxiety-crushing strategies that'll make you look forward to tax season. In this episode, we dive deep into: The Pomodoro Technique to maintain focus and avoid burnout Th…
  continue reading
 
This is a classic rewind episode with Peter Lazaroff. If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no…
  continue reading
 
In this episode, I'm thrilled to introduce my special guest, Brent Bowers of The Land Sharks - an army officer turned seasoned investor and coach. Brent's story is riveting - transitioning from an active army officer to creating wealth through smart land investments while being present for his family. He reveals why he's switched from traditional r…
  continue reading
 
This is a classic rewind of the episode with Lawrence Sprung. Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals. About Lawrence Sprung: Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitli…
  continue reading
 
Jeff steers away from financial tips to address a question of legacy: Do you have a plan for when your time comes? Having a trust or a will isn't just for the wealthy; it's for anyone who cares about the distribution of their assets, no matter how grand or modest. In this episode, we dive deep into: Expect the Unexpected As Jeff says, "We are all o…
  continue reading
 
Dive deep into the essence of trust - both in law and life - as host Jeff Hockett takes a refreshing stance on mixing personal beliefs with business. No more tiptoeing around sensitive subjects. It's all about aligning with clients who share your values! In this episode, we dive deep into: Trust and Align with Your Beliefs Jeff highlights that with…
  continue reading
 
Discover the surprising connection between personal well-being and financial success for entrepreneurs with this unexpected twist. You won't believe how Aaron Marcum's journey from financial success to true thriving will transform your approach to entrepreneurship. And the key to unlocking this transformation lies in a powerful framework rooted in …
  continue reading
 
Tired of sifting through endless and conflicting tax advice on social media? Tune in as I explain the nitty-gritty of tax rules and strategies for real estate agents, focusing on how to smartly and legally write off your travel expenses. In this episode, we dive deep into: Debunking Tax Myths Are you swamped with conflicting advice on what you can …
  continue reading
 
Do you want to help your international clients achieve enhanced outcomes through personalized international tax planning? I've got the solution to help you do just that. Let's dive in and make your clients' financial planning truly personalized across borders. About Emma Hall: Emma Hall is a Chartered Financial Planner and Fellow of the Personal Fi…
  continue reading
 
Owning investment properties might just be your ticket to building wealth, especially for W-2 earners who miss out on those precious write-offs. Jeff shares the golden rule: if you can't afford a property manager, think twice before you leap into property investments. Learn why paying interest is throwing your hard-earned money away and get actiona…
  continue reading
 
Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend …
  continue reading
 
Want to achieve financial growth and uniquely reduce your tax burden? I've got the solution for you. Tune in to discover unconventional methods of generating passive income through real estate that can lead to effective financial growth and tax burden reduction. In this episode, you will be able to: Discover how tax incentives can supercharge your …
  continue reading
 
Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, fa…
  continue reading
 
Want to learn how to attract more of your ideal clients and increase your profitability? Tired of feeling like you're constantly exchanging ten pennies for a dollar? I've got the solution to help you prioritize your clients and maximize your business potential. Let's dive in and uncover the secrets to achieving improved client prioritization and in…
  continue reading
 
Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financia…
  continue reading
 
Are you struggling to manage your time effectively and execute your business plan? What if I told you there's a surprising twist to maximizing your efficiency and financial success? It's not what you think, and it's not about working harder. Stay tuned to uncover the unexpected solution that could transform the way you approach your business goals …
  continue reading
 
Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and tur…
  continue reading
 
Uncover the surprising truth about financial management and the mindset of the business owner. Discover how a simple shift in perspective can lead to increased confidence and better financial outcomes. Are you ready to challenge your beliefs and take control of your business's success? Stay tuned for insights that will reshape the way you approach …
  continue reading
 
Do you want to improve your financial habits and increase your financial knowledge? Join me as I share the solution to achieving greater financial literacy and improved money management skills. Gain a better understanding of how to handle finances and make informed financial decisions. Let's work together to build a financially savvy society. About…
  continue reading
 
Discover the essential documents and strategies needed to slash taxable income and claim maximum deductions, as I guide small business owners through the intricate world of tax expenses. In this episode, you will be able to: Maximize tax deductions for small business owners by understanding income tax deductions and proper documentation. Discover t…
  continue reading
 
Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil?…
  continue reading
 
Ever felt lost in the maze of tax filing? Real estate agents, you're not alone. But what if I told you there's a surprising twist to this story? Stay tuned to discover the unexpected key to conquering the tax game and keeping more money in your pocket. In this episode, you will be able to: Understand essential tax filing requirements for real estat…
  continue reading
 
If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantl…
  continue reading
 
Loading …

Quick Reference Guide