show episodes
 
Mark J. Kohler and Mat Sorensen, Tax Attorneys, Investors, and Entrepreneurs host the Main Street Business Podcast (Formerly the Refresh Your Wealth Show). The show covers, tax strategies, rental real estate, self-directed IRAs, legal strategies, business topics, and asset protection. They break down difficult topics such as LLCs, corporations, estate planning, raising capital, and retirement planning. They have a knack for explaining important and complex topics in an engaging and entertain ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
 
The Saving With Steve Show, hosted by best-selling author, financial trendsetter, and renowned personal finance consultant Steve Sexton, will explore the ins and outs of money and help you to make informed financial decisions that support the goals and objectives most important to you. In addition to talking about financial issues that could be costing you thousands of dollars and keeping you up at night, Steve shares tips and strategies for tax reduction, saving, how to spend less and get m ...
 
Key Wealth Matters, hosted by the Family Office experts of Key Family Wealth, is a podcast series focused on addressing various pressing wealth issues and opportunities with advice tailored to today’s events and headlines. Join host Gary Poth and our highly experienced advisors at Key Family Wealth as they deliver unbiased, proactive, and honest advice about estate planning, investments, legacy planning, family issues, and other complex wealth management topics. Send your questions, comments ...
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus specifically on tax savings and ways to have a financially sounds back bone to your small business. Hosted by the JETRO and Associates team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff. JETRO and Associates is a digital accounting firm servicing clients across the country focused exclusively on small business bookkeepi ...
 
Divestopedia.com is a resource for entrepreneurs who want to sell their business for the best price and terms. Whether you are thinking of selling, have started a sales process, or are post deal, we aim to arm you with the knowledge required to maximize value and limit your downside risk. Host Noah Rosenfarb, CPA interviews attorneys, M&A experts, accountants, valuators, exit planners, and entrepreneurs who have sold, all with the goal of helping to educate you about the sales process.
 
Tap into Tax is PwC’s podcast series covering current regulatory, legislative and technology hot topics through the lens of our tax technical leaders as well as process and technology subject matter specialists. As tax department's navigate today's disruptive events and position your business to thrive, our podcast series will provide timely tax technical and operational updates to help you mobilize your response and recovery efforts, transition into a return to work, and set a path for the ...
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Scott are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
Welcome to the Grow Your Giving podcast, powered by the Greater Kansas City Community Foundation and our national entity, Greater Horizons. We aim to make giving convenient and efficient for our donors through donor-advised funds and other charitable giving tools. The Grow Your Giving podcast discusses philanthropic topics to help you enjoy giving more. Find us online at growyourgiving.org/podcast.
 
Are you a software, telco or pharma sales exec? What about consultant, doctor, lawyer or just about any other high paid, super busy, time deprived professional looking for financial freedom via long distance real estate investing in U.S. based real assets? You can continue with your job while you build your education as well as your passive income streams... Each week, you can learn from real life experts and Main Street investors on how they're making positive strides so that you can do som ...
 
This is a show about the incredible journey to becoming an acquisition entrepreneur and learning what action to take to find business deals! You'll hear from average people who have taken the fast track to business success through acquisition entrepreneurship. We'll dig deep into their stories to uncover their process of mining for businesses. They did it, and so can you! Like what you hear? Head on over to www.TheBusinessMiner.com for additional resources to help you when buying a business!
 
Each episode lasts around 15 minutes (as short and succinct as possible) and contains tips, strategies, research, methodology, case studies and ideas to help you build wealth safely and successfully. Stuart Wemyss is a qualified independent financial advisor, accountant, tax agent and licenses mortgage broker allowing him to provide holistic advice. He has authored four books with his latest being Investopoly & Rules of the Lending Game. Stuart writes a weekly blog which is reproduced on thi ...
 
Podcast about the power of commercial estate and the everyday people succeeding in commercial real estate investing. We bring together experienced and aspiring investors in one podcast to share valuable tips and advice to help you become a better investor. Who is this podcast for? For the novice and expert real estate investors, syndicators, lenders, property managers and advisors. Listen along and learn as Dana Robinson from Sidestreet Ventures interviews the best and the brightest.
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
Chase Maher takes you on his journey to financial freedom through Real Estate Investing, Passive Income Sources and Lifestyle Mastery. Discover how you can create a life worth chasing by investing in yourself and your future with proper decisions and planning without sacrificing your fun and enjoyment along the way. You’ll learn from Chase and his highly successful friends how they’ve built their businesses around their lifestyle as they share what has worked and what hasn’t so you can make ...
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative b ...
 
Bowen Gines discusses the hurdles of business. Dive into the strategies and techniques of running and enjoying your business. You will learn from his and other entrepreneur's experiences so that you can build a business that you love. You will learn how to start your business as well as setting up the legal aspects, bootstrapping, taxes, cash flow, sales, marketing, social media, websites, SEO, ranking your Google business listing, building a team, productivity, building your business correc ...
 
Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at seapodcast@deloitte.com # ...
 
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show series
 
Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look li…
 
Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) Article: https://www.jetrotax.com/what-is-the-14-day-home-rental-strategy-aka-the-augusta-rule/ FREE Bookkeeping Training Program Sign-Up: https://www.taxsavingspodcast.com/offers/BxrnWMYN/checkou…
 
On this episode Mike Jesowshek, CPA talks about the 14 day home rental strategy (also known as The Augusta Rule). 1) What Is The 14 Day Home Rental Strategy (aka The Augusta Rule)? 2) What Do I Need To Do To Implement The 14 Day Home Rental Strategy? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax -------- Podcast Host: …
 
To join Ken McElroy's newsletter, follow this link: https://www.kenmcelroy.com/news -- Join Ken McElroy in a conversation with fellow Rich Dad Advisor, Tom Wheelright, on helpful strategies for maximizing your tax return in 2021. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Real Estate Strategies with Ken McElroy
 
Who's not guilty of procrastination? I bet we all have at some point, delayed some vital tasks. Yet one thing most people enjoy holding off on before the last minute is filling out income tax returns. In 2019, roughly 34 million taxpayers deferred a week before April 15th to submit their income tax returns. That's almost the same amount of tax retu…
 
Want to avoid mistakes in Long Distance Investing? Download your FREE document at billykeels.com/7mistakestoavoid Episode 83: Real Asset Tax Strategy 101 In the conversation with today’s guest, Nick Aiola, you’ll learn the following: [00:29 - 03:21] Nick’s profile, in Billy’s guest introduction. [03:21 - 05:48] The backstory and decisions made that…
 
It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. …
 
Do you want to implement better strategies to lower your taxes and increase net worth? Mitchell Baldridge is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with vast experience in corporate accounting, business advisory, and financial planning. His passion is building lifelong relationships with business owners to help them thrive. …
 
In this episode of Saving With Steve, host Steve Sexton is joined by Trust, Fiduciary, and Custody Services Executive, William “Bill” Exeter, who is the Founder, President, and Chief Executive Officer of Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and their affiliate companies. Bill Exeter has been in the fiduciary services industry s…
 
It’s no secret that we all want to save on taxes. Never to evade them, but to have confidence that we never pay more than we legally owe. Would you agree? In this episode, The Retirement Solution’s Shane Perry not only reviews his career journey at the firm, but also explains different optimization strategies that are all about helping you save som…
 
It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. …
 
Sen. Johnson leads GOP delay tactics; forces clerks to read all 628 pages, expected to take 10 hours. Cecilia Rouse’s first TV interview as Biden’s top Econ adviser. U.S. official: investigators examining communications between lawmakers and pro-Trump mob that stormed U.S. Capitol. White House on Texas Governor blaming migrants for Covid spread: “n…
 
When you have a chunk of money you want to invest, is it better to do it all at once or a little bit at a time, aka dollar cost averaging? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastcho…
 
This is an awesome episode of a young man who failed in the startup game, but is now crushing it as an acquisition entrepreneur. Hear about his story of how he went from not being able to pay his bills, living off of canned food to buying a business that made him an instant success and achieving 400% revenue growth in no time at all. This is the Am…
 
Federal investigators are examining the communications between members of Congress and the pro-Trump mob that attacked the U.S. Capitol on January 6. A U.S. official says the investigation is moving closer to exploring whether lawmakers wittingly or unwittingly helped the insurrectionists. Former FBI Deputy Director Andrew McCabe joins AC360 to dis…
 
In this special promotion from BOLT ON TECHNOLOGY, John Burkhauser surveys the contemporary training landscape and provides insight as to why you should train everyone on your staff (even if they leave). John ‘JB’ Burkhauser is an Auto Repair Specialist with over 35 years of experience, from A-Level and ASE Certified Master Technician, Shop Foreman…
 
The House cancels tomorrow's session as the FBI and DHS warns that extremists have discussed plans to overtake the United States Capitol and remove Democrat lawmakers, as former Vice President Mike Pence pushes for former President Donald Trump's election lies that put him in danger. GOP Rep. Tonight won't say that President Joe Biden was legitimat…
 
Is there such a thing as keeping too much cash in savings? I guess it depends on what your long and short-term goals are and if you already have an adequate emergency reserve. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more ab…
 
Pres. Joe Biden criticized Texas and Mississippi for lifting their Covid-19 restrictions and called it “neanderthal thinking.” Biden said “I think it's a big mistake” and that he hopes “everybody's realized by now, these masks make a difference.” Beto O’Rourke is a former U.S. Congressman who represented El Paso and the surrounding area in Texas. H…
 
In this episode of Tap into Tax, Scott McCandless (Principal in PwC’s Tax Policy Services Practice), and Jeremiah Coder (Director in PwC’s Global Tax Policy group) do a deep dive into the trade landscape. Scott and Jeremiah break down what you need to know about digital taxes, US trade relationships, Brexit, and the Biden administration's outlook o…
 
Want to avoid mistakes in Long Distance Investing? Download your FREE document at billykeels.com/7mistakestoavoid Episode 86: How to Create Financial Safety from 3x Olympic Gold Medalist In the conversation with today’s guest, BJ Johnson, you’ll learn the following: [00:36 - 03:59] BJ’s profile, in Billy’s guest introduction. [03:59 - 09:18] The ba…
 
How did 2020 small firm net revenue compare to 2019? How are small firms adjusting their real estate footprint post-COVID? Are small firms planning to decrease or increase hiring in 2021? Hear the answers to these questions and others as Carl Peterson, CPA, CGMA, the AICPA's Vice President of Small Firms, provides the results to the January 2021 AI…
 
Your annual salary is not the only thing you should consider when it comes to your compensation at work- you also need to take a serious look at your other benefits. Some of them are straightforward line items on your paystub like retirement plan contributions, but others might be offered more as informal company perks like wellness classes. Hopefu…
 
Nothing like planning for retirement as a young couple with half a million dollars in outstanding student loan debt. You know what's even crazier? I'm kind of okay with it! Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about…
 
In this episode James and Scott discuss whether or not it's possible to overfund retirement, and what you can do to avoid doing so. Questions discussed: How much is enough when it comes to funding for retirement? When can I stop funding for retirement? What is the best approach for my individual situation? Planning Points Discussed Tax Planning Ret…
 
Welcome back to another episode of Wine and Dime! In this episode I chat with Steve Juetten. And if you recognize the last name, it’s because I’ve had his wife Nancy on a few times. Steve is a fellow financial planner who has who likes to use life experiences to relate to financial planning. Amy can bring anything back to a vineyard, and Steve can …
 
Trump-appointed FBI Chief debunks claims pushed by Trump allies: No evidence rioters were "fake Trump" protesters or antifa. Republican Senator Ron Johnson claims he never said fake Trump supporters were behind the January 6 riot, after the FBI Chief debunked the claims on Tuesday. The White House pulled Neera Tanden's nomination to lead the Office…
 
FBI Director Christopher Wray knocked down a conspiracy theory that the January 6th rioters were “fake Trump protestors,” a baseless claim that’s been pushed by Republican Sen. Ron Johnson. Wray also made it clear to lawmakers that Antifa and other left-wing groups weren’t part of the violence saying “we have not, to date, seen any evidence of anar…
 
Choosing the right accountant can make a world of difference. A proactive accountant will share tax-saving and wealth-building ideas, be available to answer questions during the year and ensure you never end up in the ATO’s ‘bad-books’. Common complaints There are two common complaints about accountants. Firstly, that they don’t provide proactive a…
 
Want to learn how to build a Real Estate Private Equity firm or just simply interested in Industrial Real Estate? Chris is a serial entrepreneur with more than 14 years of real estate development and investment experience and has raised more than $115 million in equity financing through a multitude of high net worth and family office partners. To d…
 
Selecting the best type of business entity for your business is the most significant decision that you need to make as a business owner. How you choose your business entity may have long-lasting tax and legal repercussions, so it is crucial to get it entirely right. Taking your lawyer's advice in choosing a business entity may get you protected but…
 
In a world that can be filled with rejection, how can you break past the internal gatekeepers that can block your path to potentially powerful business partnerships? From email introductions to cold call policies and the power of spearheading your own media production, Frank Leutz, owner of Desert Car Care in Chandler, Ariz., has a few strong ideas…
 
Today I’m sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money! Why? Because if technology can improve your life, save time, and help you become more efficient, you’ll have more time to spend on improving your financial plan :) Be sure to stay until the end because I’m sharing a few bonus tech tools as well! E…
 
With many industries decimated by the pandemic, scores of people have been left scrambling to find health insurance coverage. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adch…
 
"Radical" and "dangerous": questions mount over whether President Joe Biden's nominees of color are facing more scrutiny. Sen. Hawley has voted no on every Biden cabinet nominee so far, denying blanket policy on opposing all of Biden's picks despite no vote on every cabinet pick so far. Hawley takes no issue with former President Donald Trump's lie…
 
In this Tap into Tax episode, Julie Allen, Margie Dhunjishah, Jennifer Jensen, and Rob Ozmun discuss the state legislative and policy outlook for both income/franchise and indirect taxes. Among the top direct tax trends are income tax rate increases and surcharges, NOL and credit limitations, continued IRC conformity actions, and passthrough entity…
 
The director of the U.S. Centers for Disease Control and Prevention is warning Americans that the country is at risk of losing recent gains in the battle against Covid-19 as highly contagious variants continue to spread. Dr. Rochelle Wolensky encouraged people to “stay strong” and said “vaccination is what will bring us out of this pandemic. To get…
 
Want to avoid mistakes in Long Distance Investing? Download your FREE document at billykeels.com/7mistakestoavoid Episode 85: The Legal Pro Who Found R.E.I. Success from Gonzaga to Guam In the conversation with today’s guest, Rolland Wimberley, you’ll learn the following: [00:32 - 04:10] Rolland’s profile, in Billy’s guest introduction. [04:10 - 06…
 
MapableUSA.com: In most real estate development projects that succeed, the actual developers themselves stand to make out the best when all is said and done. However, developers also face the highest amount of risk should the project go sideways because construction costs are almost always the difference between a winner and a loser. In this podcas…
 
Dave and Steve mark one year of socially distanced podcasts by discussing the average 401k balance for Americans broken down by age. Find out how you compare to the rest of the country. After that they wade in to the age old discussion of growth versus value investing. Growth stocks have dominated value for most of the last decade. Will this outper…
 
Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, a Kiplinger alumna and author of a book on having those conversations has help. Also, how to squeeze every last dollar out of the Recovery Rebate Credit. --LINKS-- What's the Recovery Rebate Credit?: …
 
Patrice Washington is a number one best-selling author who has a unique philosophy about money that not only determines how she coaches others, but it shapes how she lives her own life as well. After her own personal struggles with money that culminated with bankruptcy where she lost everything, she has been able to work her way back to a place of …
 
Business taxation can be overwhelming, and you're sure to have some doubts as a business owner: How much could I pay? Why am I obligated to pay this sum? How can I minimize my tax liability? Understanding how to legally minimize taxes and eliminate pitfalls is crucial and can deliver fantastic rewards. Unfortunately, many business owners overpay th…
 
When your workplace retirement plan offers both a pre-tax and a Roth option, which one should you be using? Sometimes it's a no-brainer. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoic…
 
Welcome to the Wealthy CEO Accelerator Podcast. I’m Rachel Michaelov, corporate Tax Specialist turned CEO of a 7-figure business. But, it wasn’t too long ago I didn’t have the luxury to be there for my four children. There I decided to start my own business. Fast forward through many failures, I have more freedom, wealth and success than I ever tho…
 
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