Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
…
continue reading
Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
…
continue reading
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
…
continue reading
Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
…
continue reading
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
…
continue reading
Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
…
continue reading
The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
…
continue reading
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
…
continue reading
…
continue reading
Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
…
continue reading
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
…
continue reading
Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
…
continue reading
Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
…
continue reading
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
…
continue reading
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
…
continue reading
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
…
continue reading
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
…
continue reading
Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
…
continue reading
The Real Buzz, a podcast designed with small business owners in mind who are serious about reducing their tax liability. Hosted by accounting and tax experts, Eric and Melissa Broughton of Busy Bee Advisors, this informative, and yes, even entertaining, podcast focuses on sharing forward thinking strategies to help you get organized, plan ahead and ultimately pay less in taxes. As small business owners themselves, they walk the walk and boy do they talk the talk. Their unexpected down-to-ear ...
…
continue reading
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decis ...
…
continue reading
Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
…
continue reading
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
…
continue reading
SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
…
continue reading
Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
…
continue reading
What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That’s what each episode of Zen and the Art of Real Estate Investing brings. Hosted by Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties, brokered by Real, every episode ...
…
continue reading
Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
…
continue reading
Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
…
continue reading
Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
…
continue reading
How do advisors go about integrating their faith into their investment practice — and at what cost? Tune in monthly to hear from GuideStone Funds® as we dive into a multitude of topics, discussing the upside of faith-based investing and myth-busting several concepts along the way. If you want to learn more about how your clients’ Christian values can be paired with traditional investment strategies without compromising their beliefs in order to invest their money wisely, then this is the pod ...
…
continue reading
New Business podcast. The podcast for CEO's, business owners, entrepreneurs and professionals who run a public, private or family business. You'll discover the strategies that business leaders use to grow their business, elevate their wealth and integrate their family prosperity. Topics include family office, entrepreneurship, leadership, strategy, marketing, operations, family dynamics, wealth management, buy and selling, mergers and acquisitions and much more. If you own a startup, small b ...
…
continue reading
The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
…
continue reading
For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in th ...
…
continue reading
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
…
continue reading
Fund Flow is a podcast for Emerging Managers offering insights into the journey of new and aspiring fund managers seeking to have success in a crowded market. Tune in as McGuireWoods partner and host, Jon Finger, is joined by guests ranging from first-time fund managers to proven emerging managers, experienced LPs poised to back emerging managers, and other key participants in the emerging manager ecosystem. Hear their real-world perspectives and gain actionable tips to help inform your stra ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Bonds Should Be Part of Your Retirement Portfolio
5:52
5:52
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
5:52
Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Blake Hutchison | The Future of Buying and Selling Digital Assets
26:28
26:28
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
26:28
Imagine a world where you could buy and sell businesses with just a few clicks, all while having the peace of mind that your transaction is protected. Sounds too good to be true? Not anymore, thanks to Flippa's innovative platform and their new game-changing capability. In this episode, Blake Hutchison, CEO of Flippa discusses how Flippa is revolut…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 318: Why does Australia’s share market always underperform?
28:15
28:15
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
28:15
DOWNLOAD our 97-point financial health checklist here. Read full blog here. In this episode, Stuart delves into why Australia’s share market often seems to underperform compared to global markets, despite occasional bright spots. He reflects on the recent 6% market drop followed by a modest recovery in Australia compared to the US. While historical…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#521 4 Contracts All Business Owners NEED To Know...
35:29
35:29
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
35:29
Join hosts Mark J. Kohler and Mat Sorensen in this latest episode of the Main Street Business podcast as they dive into the critical contracts every business owner should understand. They examine various lease types, discuss the complexities of partnership agreements, and outline the key components of effective employment and service contracts to h…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481)
32:42
32:42
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:42
Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Benefits of a Recession in Resetting the Economy
13:54
13:54
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
13:54
In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the pote…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What Percentage of Stocks Should You Own in Retirement?
35:51
35:51
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
35:51
You may have heard that stocks are too volatile for retired people to own. In fact, there’s an old rule-of-thumb formula that says you should decrease your stock holdings by 1 percent every year and replace them with bonds. These generic “guidelines,” though, are hardly prudent advice for most people, because everyone’s situation requires a differe…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Insurance and Investing: Heading to Infinity with Tim Yurek and Julie Weiss
1:03:33
1:03:33
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:03:33
When financial expertise meets visionary strategy, the result is limitless possibilities. In this episode, Tim Yurek and Julie Weiss join forces to explore the powerful synergy between insurance and investing. Tim Yurek, the founder and CEO of Tier 1 Capital, has spent over 35 years guiding families and businesses to financial freedom. A global tho…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Case Study: 3.2x investment asset in 9 years
25:20
25:20
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
25:20
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/ In this case study episode, Stuart takes listeners through a fascinating client journey that showcases a 3.2x growth in investment assets over nine years. Starting with a net worth of $2.7 million in 2015, the clients have seen their wealth soar to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Generative AI in Finance – With Darren Tedesco (Ep. 107)
39:33
39:33
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
39:33
How can financial advisors embrace generative AI? Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients effi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
239. How can I reduce my current taxable income?
33:04
33:04
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
33:04
On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against ris…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
165: Turning Dormant Spaces into Lucrative Storage Assets with Joseph Woodbury
50:46
50:46
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
50:46
Millions of square feet of space sit unused and are often forgotten about. One innovative company is working to change that. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Joseph Woodbury, co-founder and CEO of Neighbor.com. Neighbor’s mission is to match people who have vacant spaces with people looking for so…
…
continue reading
Retirement can create some uncertainties, and in our many years of helping people plan for retirement, we’ve discovered several common concerns retirees often have. From family dynamics and lifestyle to inflation and financial security (plus lots more!), we’re discussing common retiree concerns and how to address them on this episode of The Retirem…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#520 83 Minutes Of Tax Advice That Will Save You Thousands
1:24:14
1:24:14
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:24:14
In this episode of the Main Street Business podcast, host Mark J. Kohler unpacks the top 5 strategies that can change the way you think about money. Learn about IRS rules for cryptocurrency, why side hustles are more than just extra cash, and the benefits of retirement accounts like Roth IRAs and the Mega Backdoor Roth strategy. Here are some of th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
College Financial Planning: Insights For Parents and Grandparents
35:28
35:28
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
35:28
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this episode, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspective. Join us as we discuss…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
164: Investing in Inspired Lifestyles for Adventurous Souls with Mike Cobb
53:58
53:58
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
53:58
Many dream of purchasing international properties, whether for their own use or rentals. Knowing the right questions to ask and understanding how to navigate the buying process in an international location is critical. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Mike Cobb, CEO of ECI Development, one of Lati…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Dakota Live! Podcast: Private Equity Seeding with Catalyst Partners
1:01:08
1:01:08
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:01:08
In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Daniel Pogue, Vice President at Moelis Asset Management, and a pivotal member of the Catalyst Partners team. Join us as we delve into the nuances of private equity seeding and the critical role Catalyst Partners plays in empowering emerging private equity managers. Moel…
…
continue reading
Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track. - Subscribe to the You and Your Money podcast - Follow us on Faceboo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Run a Successful Multigenerational Family Business with Bard Manufacturing
32:32
32:32
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:32
In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 317: Liveinvesting: is now the perfect time to consider this strategy?
28:26
28:26
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
28:26
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/ Read full blog here. In this episode, Stuart revisits the concept of "liveinvesting," a strategy where you invest more in your family home to secure a prime location with strong growth potential. As property prices in cities like Melbourne are curr…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#519 How The Rich Make Their Assets Invisible
17:55
17:55
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
17:55
Join Mark J. Kohler in this latest episode of the Main Street Business Podcast as he explores the fundamentals of asset protection and privacy. Learn about the essential structures, from LLCs to the advanced "Trifecta Strategy," and how regular reviews and professional advice can boost your financial security. Here are some of the highlights: Mark …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480)
28:46
28:46
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
28:46
Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do? In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The National Debt and the Future of Taxes
9:51
9:51
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
9:51
This week, Damon Roberts & Matt Deaton discuss the impact of taxes on retirement and how to mitigate them. They highlight the surprise that many people have about the amount of taxes they have to pay in retirement. The conversation also explores the possibility of taxes increasing in the future due to the national debt. For more information or to s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
It's Time For Your Mid-Year Money Checklist!
35:44
35:44
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
35:44
We're half way through 2024, and it's time to get your financial house in order! What moves, if any, should you have made at this point? What about going forward? There's still time to do some tax management, maybe take a look at your 401(k) plan, and decide how you may want to allocate your investments before the year is out. So what's left to do?…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Q&A: Answers to interesting listener questions
29:56
29:56
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
29:56
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast. In this episode, Stuart tackles a variety of financial questions, offering expert insights and practical advice on key dilemmas. He begins by discussing whether to sell an investment property to reduce a home loan or hold onto it for long-term growth…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke
1:02:41
1:02:41
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:02:41
Today, I’m thrilled to welcome Annie Duke back on the podcast. Annie is an author, speaker, and consultant. She has a PhD in Cognitive Psychology and is a special partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Many of you will likely recognize Annie from her illustrious career as a professional poker…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
163: The Road to Becoming an Unlikely Real Estate Investor with Grant Francke
42:43
42:43
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
42:43
Sometimes, it’s the W2 job that convinces you to pursue a different career—one that offers time freedom and the ability to control your income. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes investor Grant Francke to the show. Grant is the author of “The Unlikely Investor: A Path to Financial Freedom Through Real Est…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
238. Is Instant Gratification Ruining Your Financial Goals?
36:13
36:13
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
36:13
Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss the importance of staying committed to long-term financial goals, resisting the allure of immediate gratification, and harnessing the powerful effects of early saving and compounding. They…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 372 - Positivity and Proactivity
43:19
43:19
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
43:19
When discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today’s show, we hope to illuminate a positive perspective as the United States takes center stage…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train!
39:44
39:44
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
39:44
What? It’s mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!) Being that we’re halfway through the year, we think it’s a great time to cover your frequently asked questions about Social Security, especially conc…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Special Edition: Make Hay Before the Sun Goes Down
23:57
23:57
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
23:57
We've all heard the expression "Make hay while the sun shines," but we never really know how long the sun is going to shine. When it comes to investing for income, the sun is getting ready to set, so you don't want to miss this special episode of The Retirement Income Show with Dave Stearns where we're explaining why now is the time to make hay inv…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 20: Unlocking Tax Savings: Mastering S-Corp Strategies for Small Business Success
49:34
49:34
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
49:34
Eric and I would love to hear from you. Tell us what you think of the podcast. Is your small business missing out on valuable tax savings? Discover how you can leverage S-Corporation (S-Corp) status to potentially save thousands, as we break down the tax advantages and strategic considerations for small businesses. Comparing S-Corps to sole proprie…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#518 3 Simple Crypto Tax Hacks The IRS Want You To Ignore
29:38
29:38
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
29:38
In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen decode cryptocurrency tax tactics. They address the uptick in crypto ownership and IRS oversight, focusing on strategies like Charitable Remainder Unitrusts, tax-free trading with Roth IRAs, and LLC setups as S-corporations. They provide examples of significa…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accountability and Freedom with Robert Crager - Part 1
24:27
24:27
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
24:27
In this episode, we explore the journey of Robert Crager, an expert in investing, acquiring, renovating, selling, and renting real estate in both Puerto Rico and Mainland USA. As the founder of Flip Flop Flipper Real Estate group, Robert is dedicated to educating new investors and fostering a vibrant community where seasoned professionals and novic…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps
31:32
31:32
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
31:32
Are you choosing to live inspired so you can lead yourself and others with intentionality? It begins with harnessing a strong sense of self-awareness so you can own the story you were meant to live. In this episode, we discuss: What a “long-life mindset” means The power of legacy vs. Impact vs. influence How to silence external chaos to better focu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#517 How The Rich Use S-CORPS To Explode Their Wealth
17:19
17:19
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
17:19
In this episode of the Main Street Business podcast, host Mark J. Kohler guides you through the strategic advantages of S corporations. Find out how to leverage them for maximum tax savings, secure your retirement, and maintain pristine corporate records, ensuring your business thrives for years to come. Here are some of the highlights: Mark begins…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mailbag: Roth IRAs and 401(k)s
19:18
19:18
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
19:18
When it comes to your investments, there are a lot of avenues you can take. How can you know you’re taking the best one for you? David answers three questions from listeners who are asking about accounting for taxes in retirement, putting money in a 401(k) or elsewhere, and managing an inherited IRA. Here’s some of what we discuss in this episode: …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
162: Unique Strategies For Short-Term Rental Profitability with Michael Chang
48:12
48:12
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
48:12
What if you didn’t have to buy your own property to turn it into a short-term rental investment? On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Michael Chang, co-founder and partner at TrustBNB Vacation Rentals and TrustBNB Capital. Michael is a New York-based investor who owns and operates a portfolio of short…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Dakota Live! Podcast: Client Collaboration with FEG Investment Advisors
39:06
39:06
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
39:06
In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Quincy Brown, Managing Director at Fund Evaluation Group (FEG) and a prominent leader in promoting inclusive investment practices within the asset management industry. With over 27 years at FEG, Quincy has significantly contributed to the creation and implementation of initia…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accountability and Freedom with Robert Crager - Part 2
19:39
19:39
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
19:39
In this episode, we explore the journey of Robert Crager, an expert in investing, acquiring, renovating, selling, and renting real estate in both Puerto Rico and Mainland USA. As the founder of Flip Flop Flipper Real Estate group, Robert is dedicated to educating new investors and fostering a vibrant community where seasoned professionals and novic…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Choose Which Business Structure is Best for Your Business
14:35
14:35
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
14:35
Dive into the labyrinth of business structures with our experts on today's episode! Whether you're launching a startup or scaling your enterprise, choosing the right business structure is crucial. From sole proprietorships to LLCs, C Corps to S Corps, we break down the pros, cons, and tax implications. - Subscribe to the You and Your Money podcast …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
237. Estate Planning for Crypto Assets
34:45
34:45
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
34:45
On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of Bitcoin and SAB121 with Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. Podcast Episodes Referenced: - Ep 226: SWIFT Plans to Launch CBDC, Binance Fou…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Scott Bushkie | Maximize Your Company's Value Before Selling
40:05
40:05
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
40:05
What does it take to successfully sell a business and achieve a fulfilling outcome for all parties involved? Learn the secrets from an M&A expert who has helped countless business owners navigate the complex world of mergers and acquisitions. In this episode we speak with Scott Bushkie, founder of Cornerstone Business Services, an investment bankin…
…
continue reading