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BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights. For more information about how you start investing with confidence, visit bmo.com/onlineinvesting.
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These 10-minute podcasts are a rapid-fire discussion of select recent developments in the wonderful world of Canadian tax presented by the Video Tax News Team. For more information go to www.videotax.com.
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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Join Reuters journalist Carmel Crimmins every week as she and her guests pick apart a key economic principle behind the world’s news. Get beyond buzzwords and technical terms to understand the ideas and debates shaping the global economic agenda.
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HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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Welcome to "The SALTcast," your go-to podcast channel for unraveling the intricate world of sales tax. If you're a business owner seeking clarity on sales tax regulations, or a seasoned CPA aiming to provide your clients with impeccable guidance, this podcast is tailored just for you. Hosted by industry experts from Peisner Johnson, the SALES TAX PEOPLE, with decades of experience in the field, "The SALTcast" is a comprehensive resource designed to demystify the complexities of sales tax and ...
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Up Your Average is the “no nonsense” podcast made for interesting people. Level up your life by tuning in to Keith Tyner and Doug Shrieve each week as they dissect topics from the stock market to the supermarket and everything in between.
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Martin Lewis answers your financial questions, offering valuable money-saving tips.
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TedLieu: Marjorie Taylor Greene should not be in Congress if she's still disputing election
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Joy Reid leads The ReidOut tonight with "Beloved," the Pulitzer Prize-winning novel by Nobel laureate Toni Morrison that tells the story of a runaway enslaved woman, and is now targeted in an ad for Republican Glenn Youngkin who is running for governor in Virginia. Joy and her panel discuss what the dynamics of this race portends. Next, Democrats announced their corporate minimum tax plan today, which would require companies that report more than $1 billion in profits to pay at least a 15 pe ...
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It's the show where fun meets finance. Join The Financial Diva, Victoria Woods, and the King of Finance, Damon King, each week for tips on how to Rock Your Retirement!
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The tax landscape in the Middle East is evolving at an ever increasing rate. Businesses are turning towards technology to help manage reporting requirements and remain compliant. In this series, our Tax Strategy & Transformation team take a closer look at the growing role technology is playing in supporting tax operations, both now and in the future.
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The FAIRtax Guys discuss the many problems with the current federal income tax and the solution to all those problems, the FAIRtax.
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Lake Travis ISD Matters is the official podcast of the Lake Travis Independent School District.
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The tax landscape in the Middle East is evolving at an ever increasing rate. Businesses are turning towards technology to help manage reporting requirements and remain compliant. In this series, our Tax Digital Solutions team take a closer look at the growing role technology is playing in supporting tax operations, both now and in the future.
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We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
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Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
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Welcome to the podcast home for tax, legal, and compliance professionals. Our easy-to-listen-to podcast series will give you trusted insights and forward-thinking guidance, hosted by renowned subject matter experts with guest commentary from global leaders on the critical issues and opportunities facing the legal, corporate, tax & accounting, trade, and government communities.
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Your news Millen, hear it here first!
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Colorado Springs Mortgage Radio Show & Podcast
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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Improve the quality of your life by making more informed decisions with information on important topics including retirement, real estate, investments, education, budgeting, and other life essentials. Our podcasts supplement our blog located at RetireCoast.Com with loads of additional information, original photos, links, etc. We are here to help you make better life decisions. Our podcasts and blogs are free. Create a retirement plan or move to the Coast for a great low-cost lifestyle. Thank ...
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The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the ...
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Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.
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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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Each week John Croze and John Goodhue of APO Financial give you the straight talk and honest answers you need to understand the complexities of retirement planning. John Croze uses his 30 years of teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a diffe ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Investment author and columnist Mary Holm talks to Jesse Mulligan every fortnight about her top tips for how to make your money work.
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NerdWallet’s objective finance journalists answer real-world questions empowering you to make smarter decisions with your money and help your finances thrive. The Nerds are your resource to make the most of your personal finances, while cutting through the clutter and misinformation of today’s economic news and advice. You’ll get clarity on strategies to help you build your wealth, invest wisely, shop for financial products, and plan for major life events. By the end of each episode, you’ll ...
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Welcome to US News Daily, brought to you by Brief! Our AI selects the latest stories and top headlines and then delivers them to you each day in less than ten minutes (for more details, visit www.brief.news/how-it-works). Tune in to get your daily US news covering politics, elections, the economy, foreign policy, social issues, current events, and breaking news. Say goodbye to overwhelming headlines and information overload. Want to get these updates by email? Subscribe to Brief today https: ...
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Value-added tax is an important part of the Irish system of taxation and is imposed at every level in the supply of goods and services. Currently, VAT Calculator Ireland, the standard VAT rate in Ireland stands at 23%, with reduced rates being 13.5% or 9% for specific goods and services. Irish VAT is calculated according to the formula: VAT = (Net Price x VAT Rate) / (1 + VAT Rate). For example, if the price of an item is €100 and the VAT rate applicable in such a case is 23%, the VAT would ...
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In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 4, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a d ...
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FREE Biz & Tax Elite Newsletter - Subscribe Now! The purpose of Tax Advisor & Biz Coach Success podcast is to share real estate, ecommerce, tax and accounting tips for entrepreneurs and small business owners with S Corp, LLC and Partnership. How to understand the IRS tax code for BSI and Sales tax and Nexus. Plus learn with expert guest that share my business insights into how to run a successful, stable and profitable company $. FREE Biz & Tax Elite Newsletter - Subscribe Now!. https://etbs ...
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Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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The podcast series "Confessions of a Property Investor," hosted by Catherine Andrews, delves into various aspects of property investment in Australia. It aims to demystify the property market, offering insights and practical advice for both novice and experienced investors. The series covers a range of topics, including bank interest rates, property cycles, investment strategies, and market trends. It addresses common fears, misconceptions, and challenges faced by property investors, providi ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
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The Due Diligence Project™ is a unique, global community of 500+ elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk.
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Taxes on the Rise in Jenkins County: Millage Rates Increase
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Capitalize On Low Tax Rates For 2024 & 2025
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Hans and Robby are back again this week with a brand new episode! This week they discuss how to capitalize on low tax rates for 2024 and 2025. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinal…
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295. The Future of Housing: How Interest Rates and Labor Shape Real Estate with Logan Mohtashami
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In this episode, Thomas and Ryan are joined by renowned analyst and housing expert, Logan Mohtashami, to explore the current state of the housing market, interest rates, and what might be in store for 2025.They cover:- Logan's insights into the factors driving mortgage rates, including the crucial role of labor data and the Federal Reserve's polici…
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3: Mastering Marginal Tax Rates to Maximize Your Return
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"A local tax advisor is some of the best wisdom you can buy." In this episode, Keith and Doug teach how marginal tax rates and brackets actually work so you can maximize your tax return. By listening to this episode, you will discover: • The history of American income tax. • The definition of marginal tax rates and brackets. • What the 2024 tax rat…
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October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes & Interest Rates
Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last segment of the Oct. 5 broadcast. Earlier in the show, Alyssa covers myriad topics and answers several listeners’ questions via phone and email: We’r…
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Intuit Attacks Tax Pros & IRS Can't Measure Audit Rate
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Blake and David discuss a controversial TurboTax ad campaign encouraging people to "break up" with their tax professionals, analyze survey data on AI adoption in accounting firms, and critically examine proposed changes to CPA licensure requirements. They also explore NASBA's influence on the profession end debate the merits of automatic mobility f…
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Simplify and Save: Lowering Fees Through Investment Consolidation
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In todays episode Warren Ingram discusses the complexities of investment fees, the importance of selecting the right funds, and how to evaluate the value of financial advisors. He emphasizes the need for transparency in fees, the significance of diversification, and the role of good advisors in making informed investment decisions. Takeaways High i…
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Why Trump Will Win & AICPA Has a New President
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Blake and David examine why Trump may win in 2024, discussing immigration's economic impact on working-class wages and how this could affect voting patterns, particularly in border states like Arizona. They also look at the AICPA's selection of Mark Koziel as its new president, questioning whether the organization truly advocates for average CPAs. …
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Maine Commemorates Lewiston Tragedy, Trump's Deportation Plan Sparks Backlash, Josh Reynolds Injured in Shooting, Protests Disrupt Philly Council Meeting, and more...
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(0:10): Maine Marks One Year Since Lewiston Tragedy; Community Seeks Justice and Healing (2:10): Trump's Mass Deportation Plan Sparks Economic Fears, Industry Backlash (4:13): Denver Broncos WR Josh Reynolds Injured in Shooting After Leaving Strip Club; Two Suspects Arrested (5:51): Protests Disrupt Philly Council Meeting Over Controversial 76ers A…
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The Million Dollar Mistake Most Canadians Are Making [Secret Sauce Ep19]
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Are you making the million-dollar mistake of paying off your mortgage too soon, missing out on greater wealth opportunities? In this episode, Kyle Pearce reveals a common financial misstep that many homeowners make: paying off their mortgage too aggressively. While it may seem like the smart choice to get rid of debt quickly, you could be locking a…
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How a Steeper Yield Curve Affects Equity Markets
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As interest rates potentially come down, driven by the Federal Reserve, the landscape for investors is shifting. In this episode of The Wealth Enterprise Briefing, managing partner Michael Zeuner and senior investment manager Sam Sudame continue their series on the implications of a steeper yield curve, discussing how it could impact equity investo…
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PA Supreme Court Expands Voter Access, Historic Philadelphia Synagogue Attacked, Chicago School Board Election Battle, Hurricane Helene Disrupts IV Supplies, and more...
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(0:10): PA Supreme Court Ruling Boosts Voter Access: Provisional Ballots Allowed for Rejected Mail Votes (2:11): Historic Philadelphia Synagogue Targeted in Triple Vandalism and Arson Attack; Police Urge Public to Help Identify Suspect (4:11): Chicago's First School Board Election: A Battle Between Neoliberal and Progressive Visions for Public Educ…
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How the Next President Could Shift Health Care Costs and Student Loans
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Learn how the presidential candidates' policies on health care and student loans differ in how they could impact your finances. What impact could presidential policies have on health care and student loans? How might these policies affect your personal finances? Hosts Sean Pyles and Anna Helhoski discuss health care costs and student loan forgivene…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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Teen Arrested for Family Killing, Americans Face Election Stress, Biden Grants 325 Million to Michigan, Walmart Launches Prescription Delivery, and more...
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(0:10): 15-Year-Old Arrested for Killing Five Family Members in Fall City Shooting (1:54): Americans Grapple with Election Stress: Misinformation and Political Tensions Heighten Anxiety Ahead of 2024 Vote (3:53): Biden Admin Awards Record $325M Grant to Boost Michigan's Semiconductor Manufacturing (5:49): Walmart Launches 30-Minute Prescription Del…
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Russia’s war in Ukraine is powering its economy back home - but is it sustainable? Host Carmel Crimmins is joined by Alexander Marrow, chief companies correspondent for Russia, and European Economics Editor Mark John for a deep dive into Russia’s war economy. Plus, we look at the labor shortages facing Russia as President Vladimir Putin’s latest co…
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The Waterfall Method: Transfer Wealth, Minimize Taxes, and Build a Legacy
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Are you prepared to protect your wealth and pass it on to future generations, all while enjoying your financial gains today? In this episode of Canadian Wealth Secrets, Kyle Pearce and Jon Orr dive into the intricacies of the "waterfall method" and its powerful role in wealth transfer. This concept is especially critical for business owners and hig…
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Rolling the Dice: Can Sports Betting Really Pay Off Like the Stock Market?
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Learn the key differences between sports betting and investing, plus tips for managing the financial risks of gambling. How is sports betting different from investing in the stock market? What are the financial risks and benefits of sports betting versus stock market investing? Hosts Tess Vigeland and Anna Helhoski dive into the booming sports bett…
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#443 The FAIRtax and Low Income Taxpayers
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It’s an objection we hear over and over again—"Sales taxes are regressive. The FAIRtax will be a huge tax break for the rich and it will hurt the poor.” That may be true for typical sales taxes, but the FAIRtax is NOT like other sales taxes. This week the FAIRtax Guys dig into the research library at fairtax.org and discuss an article written by ec…
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The role of the modern general counsel’s office
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In the latest Thomson Reuters Institute (TRI) Insights podcast, Norie Campbell, Chief Legal Officer and Corporate Secretary at Thomson Reuters, joins TRI’s Lizzy Duffy to discuss the multi-faceted role of the general counsel’s office in helping guide the strategy of today’s increasingly complex business organizations. The discussion covers how gene…
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Identifying what business failure looks like
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Send us a text In this insightful episode, Mena and Stuart tackle the crucial signs of business failure that every owner should watch for. They reveal how stagnation can be just as detrimental as negative profit margins. Key indicators include a loss of employee morale, where high turnover and low engagement signal deeper cultural issues. Customer …
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Record Early Voting Surges in NC, Nevada Immigration Debate Heats Up, WNBA Players Demand Fair Terms, Infant Mortality Rises Post-Roe, and more...
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(0:10): Record Early Voting in NC Surges Despite Hurricane Challenges, Over 1 Million Ballots Cast (1:58): Immigration Debate Heats Up in Nevada as 2024 Election Looms: Economic Stakes High Amid Deportation Fears (4:13): WNBA Players Opt Out of CBA After Historic Season, Demand Fairer Terms Amidst League's Financial Boom (6:37): Infant Mortality Ri…
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Ametri, LLC to Open Industrial Park in Millen by 2025
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Jenkins County Breaks Records on First Day of Early Voting
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Toddler Fatally Struck by Truck in Tragic Accident at Habersham Methodist Church
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Ametri, LLC abrira un parque industrial en Millen en 2025
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Two Men Arrested in Jenkins County Check Fraud Case
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Dos hombres arrestados en caso de fraude con cheques en el condado de Jenkins
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Infante es atropellado por un camion en un tragico accidente en la Iglesia Metodista de Habersham
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El condado de Jenkins bate records en el primer dia de votacion temprana
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Surviving the Storm: Hazard Insurance in a Changing Climate
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Rate & review the Simply Financial Podcast on ITunes With Special Guest: Steven Hunt Principal – Thomas Fahy Insurance AgencyDe către Steven Hunt, Christopher Calandra
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296. Top Year-End Tax Strategies: Maximize Deductions Before December 31st
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In this episode, Thomas and Ryan break down year-end tax strategies tailored for real estate investors, providing valuable insights for maximizing tax savings before the year ends.Here’s what they cover:- The advantages of buying a short-term rental before year-end and how to qualify for the short-term rental loophole.- Maximizing vehicle deduction…
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Wall Street Exposed | Part 2 with Barry Dyke
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Welcome to part two of our interview with acclaimed author Barry James Dyke, we delve deeper into the financial intricacies from Wall Street's hidden truths to the manipulation of stock valuations. Barry shares his profound insights on the failing retirement system in the US, the disparity in financial advice between insiders and the average invest…
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Ep #210: The Essential Guide to Disability Insurance for ER Docs
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Disability can be one of the most significant financial threats to your career and income. 1 in 7 people will suffer from a disability that will last at least 5 years. That's fairly decent odds for a potentially severe financial outcome. On today's episode, we’ll explore why having the right amount of coverage is vital, how to calculate your needs,…
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HOUSING FOR ILLEGAL IMMIGRANTS – 10-20-2024
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https://www.jaygarvens.com/wp-content/uploads/2024/10/10-19-24-Jay-Garvens-Show-Housing-For-Illegal-Immigrants-smallt-Finished.mp3 This week Jay starts a two-part show in regards to the housing of illegal immigrants here in America. Where is all the money to do this coming from and what is or can be the impact on the economy and housing costs? This…
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THE STATE BALLOT MEASURES FOR THE 2024 ELECTION – 10-12-2024
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https://www.jaygarvens.com/wp-content/uploads/2024/10/10-12-24-Jay-Garvens-Show-The-State-Ballet-Measures-for-the-2024-election-small-Finished.mp3 Jay Garvens has always been an advocate for the residents of El Paso County and for the state of Colorado. This week Jay will explain the upcoming election and how it can effect Colorado directly! The ti…
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DEMOGRAPHICS IN AMERICA-INTEREST RATE UPDATE FOR 2024
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https://www.jaygarvens.com/wp-content/uploads/2024/10/10-5-24-Jay-Garvens-Show-Demographics-In-America-Interest-Rate-Update-For-2024-small-Finished.mp3 It’s that time of the year when Jay Garvens looks at the Interest Rate changes or the lack of, and reports on the year end and pulls out his crystal ball and predicts what is coming to El Paso Count…
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COLORADO PROPERTY TAX RELIEF FOR 2024 – 09-28-2024
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https://www.jaygarvens.com/wp-content/uploads/2024/10/9-28-24-Jay-Garvens-Show-Colorado-Property-Tax-Relief-For-2024-Small-Finished.mp3 Jay Garvens and friend Justin Hermes from Real Estate Realities come together in the studio to explain, teach and instruct their listeners and prepare them for the Colorado Property Tax Relief for 2024. The post CO…
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HONDURAS “MISSION LAZARUS” – 09-21-2024
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https://www.jaygarvens.com/wp-content/uploads/2024/10/9-21-24-Jay-Garvens-Show-Honduras-Mission-Lazarus-small-Finished.mp3 Jay Garvens each year teams up with other members of Churchill Mortgage, and they travel to Honduras to volunteer their time to benefit the residents of the region in so many ways! This is an uplifting story that if you listen,…
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FIGHTING THE COST OF INFLATION IN COLORADO SPRINGS – 09-15-2024
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https://www.jaygarvens.com/wp-content/uploads/2024/10/9-14-24-Jay-Garvens-Show-Fighting-The-Cost-Of-Inflation-In-Colorado-Springs-small-Finished.mp3 This week Jay Garvens will be explaining the how and why we are, “Fighting The Cost Of Inflation In Colorado Springs.” Dave Fleming from “Pella” Windows and Doors and sooo much more will be helping Jay…
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14 Questions To Ask Yourself About When To Retire
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In this episode John, Jeff, and Scott discuss why more rates cut hopes have dimmed, 14 questions to ask yourself about when you can retire, listener questions and preparing for retirement if you're doing it in 2025.De către John Croze, John Goodhue
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White House Expands Contraceptive Coverage, Black Male Vote Shapes 2024, Fifth Avenue's $350M Redesign, Residents Demand Flood Compensation, and more...
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(0:10): White House Proposes Major Expansion of Free Contraceptive Coverage Ahead of Crucial Election (2:20): Black Male Vote Crucial in 2024: Economic Concerns and Candidate Strategies Shape Election Battle (4:25): NYC's Fifth Avenue to Undergo Historic $350M Pedestrian-Friendly Redesign by 2028 (6:19): Polk County Residents Demand Answers and Com…
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4: Don't Let the Market Scare You
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“Do the thing you fear the most and the death of fear is near.” In this episode, Keith and Doug discuss how they regulate their emotions in the ‘scary’ world of the stock market. By listening, you will learn about: The scariest moments in stock market history. How to train your emotions and weather significant price drops. How to face your greatest…
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Vest Without the Stress: Mastering Job Transitions and Vesting Schedules
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Learn how to navigate job changes, maximize retirement benefits, and celebrate personal and financial accomplishments. How should you navigate job changes when it affects your retirement benefits? What options do military spouses have for saving for retirement? Hosts Sean Pyles and Sara Rathner discuss managing unvested retirement funds to help you…
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October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote
Gene and Alyssa answer buckets o’ questions: He asks what we use in our investment portfolios in place of bonds? They have old 401(k)s that give them heart burn at RMD time. What should they do? If IRA profits are taxed at ordinary income tax rates instead of capital gains rates why should we do them? She asked us to review our ‘RMD Elimination Str…
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Earning Dollars & Investing Smart: All Country World Index vs. MSCI World Index Explained
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In today's episode Warren Ingram answers your questions about the principle of earning dollars and where to invest the money. Warren speaks to keeping investments in the currency in which they were earned to avoid conversion costs, the importance of diversification and the All Country World Index versus the MSCI World Index. Takeaways Keep investme…
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