SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

In this episode, Tiffany unpacks the deep connection between your money mindset and your bottom line. You'll hear powerful stories from real clients who've saved over $60K in taxes—not just through smart tax strategies, but by transforming their relationship with money. If you're a female entrepreneur tired of overworking and under-earning, this conversation will shift how you think about small business finance, wealth planning, and tax minimization. Tiffany reveals how scarcity thinking silently sabotages success, why women often resist tax strategies, and how to develop the financial mindset to build real, lasting wealth. You'll leave with practical strategies, tax tips, and the clarity to make better money decisions today.   Next Steps:

What if buying U.S. residency became the most powerful tax strategy on the table? In this episode, we break down Trump's proposed “Gold Card” program, a bold $5 million fast-track to a green card—and what it means for small business owners, investors, and tax-savvy entrepreneurs. Discover how this could create massive shifts in the economy, investment markets, and your personal tax planning. Whether you're a CPA, financial strategist, or business owner, this episode dives into tax minimization tactics, investment immigration, and why now is the time to upgrade your financial mindset before the wealth wave hits. Tune in to learn the opportunities—and the threats—you need to prepare for.   Next Steps:

Most business owners are overpaying the IRS—because they don't know the rules. In this episode, you'll learn how the wealthiest Americans use legal tax strategies to save tens of thousands every year. Discover the Trifecta System, the power of the S corporation, and real estate tax strategies that can turn rent into equity and vacations into deductions. Whether you're a consultant, real estate investor, or small business owner, these smart strategies will help you cut your tax bill, grow wealth, and take control of your financial future. If you want clear, no-fluff cpa advice on tax savings and business finance, this episode breaks it down in plain English.   Next Steps:

In this episode, Tiffany tackles the real reason so many business owners feel lost—because they don't know which numbers actually matter. If you're tired of flying blind in your business, this one's for you. Learn the 5 essential KPIs that go beyond vanity metrics to reveal your true business performance. From your current ratio to customer lifetime value, Tiffany breaks down each metric, why it matters, and how it ties directly to tax savings and wealth planning. This is about building a real business—not an expensive hobby. Whether you're a seasoned entrepreneur or just getting serious about business strategy, this episode will help you make smarter money decisions and reduce your tax burden.   Next Steps:

In this final episode of the New Tax Laws Decoded series, we unpack how the end of popular clean energy tax credits is creating surprising new tax-saving opportunities for business owners. Host [Name] explains which incentives are disappearing—including electric vehicle, solar, and home improvement credits—and reveals what's replacing them. Learn how to pivot your business strategy toward advanced manufacturing, childcare credits, and opportunity zones to stay aligned with shifting government priorities. Whether you're looking to reduce taxes, boost profits, or build a more adaptive business, this episode gives you the strategic insights and tax tips you need to thrive. Don't miss the practical advice, smart strategies, and clear breakdowns of where the money's going now.   Next Steps:

In this episode of New Tax Laws Decoded, we break down the biggest international tax changes in decades—and why they matter. If your business earns foreign income, exports products or services, or competes globally, understanding these updates could save you hundreds of thousands. We dive into updated GILTI and FDII provisions, how they impact tax planning, and why tax parity between foreign operations and domestic exports matters. Learn how to use these tax strategies to reduce your tax burden, optimize global operations, and outcompete on the world stage. If you're thinking about international expansion, this is the most valuable episode yet. You'll walk away with real insights into international tax planning, deductions, and strategies that give your business a global edge.   Next Steps:

In this episode of the New Tax Laws Decoded Series, we break down how the new $2,000 1099 reporting threshold is a game-changer for small business owners. You'll learn how this shift reduces administrative burdens, saves time and money, and creates space for real business growth. We explore what this means for your tax strategy, how to update your systems, and why this is more than just paperwork relief—it's a chance to sharpen your financial mindset and boost your business strategy. Tune in to hear how to turn regulatory changes into strategic advantages.   Next Steps:

Want to retire tax-free? The new tax law just made it easier. This episode covers how Roth conversions, solo 401(k)s, and strategic retirement planning can help you build tax-free wealth in your business. We explain how to time income, deductions, and business expenses to reduce your tax bracket and maximize long-term compounding in Roth accounts. This episode is packed with strategies for entrepreneurs who want to grow their business and retire with confidence.   Next Steps:

Big win for small business owners: the Qualified Business Income (QBI) deduction is now permanent. In this episode, we walk through how to calculate and optimize your 20% deduction on pass-through income. Learn how entity structure, W-2 wages, and capital investments affect your eligibility, and how the new rules impact your 2025 planning. If you're a sole proprietor, S corp owner, or partner—this episode shows you how to cut your tax bill without changing how you operate.   Next Steps:

Real estate just became one of the most tax-efficient investments again. In this episode, we break down how the permanent changes to depreciation rules, bonus depreciation, and NOLs have unlocked major cash flow advantages for real estate investors. We cover cost segregation, real estate professional status, and how to pair these with 2025 tax laws to stack your savings. Whether you own rental properties or are planning to expand, this episode gives you the playbook for smarter tax moves in real estate.   Next Steps:

Are you unintentionally triggering the Personal Holding Company tax without realizing it? This little-known rule could be quietly costing your business thousands in taxes every year. In this episode, we explain who qualifies as a PHC, what types of income make you vulnerable, and how to restructure your entities to avoid surprise penalties. This is a must-listen if you own a C corp, manage investment income, or run multiple entities.   Next Steps:

If you're sitting on capital gains or planning to sell a business, this episode will blow your mind. We break down how Opportunity Zones—now made permanent—let you defer taxes today and potentially eliminate them forever. We cover how to use real estate or business investments in these zones to build long-term wealth, while also making an impact in distressed communities. This isn't just about tax deferral—it's about compounding wealth with zero tax on the upside.   Next Steps:

Selling your business? This tax rule could let you pay zero in capital gains taxes—but only if you plan ahead. In this episode, we explore how the Qualified Small Business Stock (QSBS) exclusion just got supercharged under the new tax law. You'll learn how restructuring into a C corp and holding stock for 5+ years could eliminate your entire tax bill. We break down built-in gains, double taxation trade-offs, and real-world examples that show how to save millions legally. If you're planning a sale in the next 5–10 years, this strategy is a game-changer.   Next Steps:

Think business losses always help reduce your taxes? Not anymore. In this episode, we break down the now permanent Excess Business Loss Limitation under Section 461(l) and how it restricts high-income entrepreneurs from using all their business losses to offset income. We explain how it applies to multi-entity owners, real estate investors, and startup founders, and how you can work around the limits with smarter planning. You'll learn when losses are deductible, how to work with Net Operating Losses (NOLs), and why entity structure and timing matter more than ever. This is a critical update every serious business owner must understand.   Next Steps:

There's a massive new tax credit for U.S. manufacturers—up to 35% back on qualifying investments. In this episode, we break down how the Advanced Manufacturing Investment Credit can save you millions and give you a long-term edge. From semiconductors to equipment production, we explain what qualifies, how to pivot into eligible industries, and why smart manufacturers are already restructuring to take advantage. We also show how to stack this credit with bonus depreciation, Section 179, and other 2025 tax breaks to supercharge your growth.   Next Steps:

Good news: the tax code just made business debt far more valuable. In this episode, we explain how the permanent return to EBITDA rules can give you thousands back in interest deductions—and unlock smarter growth strategies. You'll learn how to combine bonus depreciation, Section 179, and the new interest deduction rules to scale your business fast, without overpaying in taxes. We also walk through real examples and show you how to integrate debt into your long-term tax planning. If you're funding expansion, buying equipment, or carrying interest from past years—this one's for you.   Next Steps:

Did you know your past innovation work could still earn you huge tax savings? In this episode, we unpack how the updated R&D tax rules can help you unlock up to $200,000 in retroactive deductions—even if your business isn't in tech. Learn what qualifies, how to reclaim missed credits from 2022–2024, and how smart entrepreneurs are using this to fund growth and beat competitors. If you've been developing new products, improving processes, or investing in innovation, this episode shows you how to turn those efforts into real cash flow. Don't wait—this is one of the biggest opportunities for business owners to reclaim taxes and reinvest in 2025.   Next Steps:

In this episode, we break down a powerful 2025 tax law that could save your business a ton of money. Thanks to changes in Section 179, you can now write off up to $2.5 million in equipment this year. That's real tax savings—plus a big edge over your competition. You'll learn what Section 179 is, what counts, and how to use it with bonus depreciation and other smart tax strategies. We explain it in simple terms, so you can take action fast. Don't let your CPA miss this—these updates are huge for business owners looking to save more and grow faster.   Next Steps:

What if you could keep 20% more of your business income—legally? In this episode, we dive into one of the biggest tax strategies for 2025: the Qualified Business Income (QBI) deduction. Thanks to the new One Big Beautiful Bill, this powerful tax break is now permanent—and even more generous than before. We'll explain who qualifies, how much you can save, and the smart moves you need to make to get the most from it. Whether you're a solo entrepreneur, service provider, or running a growing business, this episode will help you avoid costly mistakes and show you how to pay less to the IRS. If you're serious about building wealth and growing your business, you can't afford to skip this one.   Next Steps:

Are you ready to save thousands on taxes while growing your business? In this episode, we break down one of the biggest tax wins for business owners in years — 100% bonus depreciation is back, and it's now permanent! That means you can write off the full cost of equipment, tech upgrades, furniture, and more this year — legally and with confidence. If you're thinking about buying computers, vehicles, or other tools for your business, this episode is a must-listen. We'll show you how this new tax law change from the One Big Beautiful Bill can boost your cash flow and lower your tax bill fast. Whether you run a service business, retail shop, or healthcare practice, these tips can help you make smarter money moves. Don't leave money on the table — listen now and get ahead of your competition.   Next Steps:

Most business owners focus on saving taxes but miss the bigger picture — building wealth! In this episode, we reveal the 4 numbers millionaires track every month and why your CPA probably isn't telling you about them. Learn how to stop wasting money on bad tax moves and start using smart tax strategies that actually grow your wealth. I'll share real stories from business owners just like you who turned things around by knowing their cash flow, assets, liabilities, and true income. If you want to pay less to the IRS, build real wealth, and stop feeling broke even on a high income, this episode is for you.   Next Steps:

Most business owners think spending money is the best way to save on taxes — but what if that advice is actually costing you a fortune? In this eye-opening episode, I'll break down the biggest tax lie the IRS hopes you believe and explain how traditional tax advice keeps you overpaying year after year. You'll learn why buying things you don't need just for a deduction is backwards, and what smart, real tax strategies actually look like. If you're tired of feeling trapped every tax season, this episode will show you how to keep more of what you earn without wasting money. It's time to stop playing defense and start building wealth the right way. Listen now — your future self will thank you.   Next Steps:

In this episode, I'm looking back on 9 years of building my business and sharing the biggest lessons I've learned along the way. From making scary decisions to helping my dad avoid a huge tax bill, these stories will show you what's possible when you don't give up. I'll talk about the big mistakes I made, how I finally let go of control, and why real tax strategies—not just tax prep—can change everything for small business owners. If you feel like you're overpaying the IRS or stuck in your business, this episode is for you. You'll walk away with hope, real advice, and a reminder that your biggest challenges today can lead to your biggest wins tomorrow.   Next Steps:

In this episode, we talk all about debt—the kind that can really stress out small business owners. Tiffany sits down with Ashley Morgan, a debt and bankruptcy lawyer with over a decade of experience, to break down what really happens when you take on business loans, especially SBA loans. They talk about personal guarantees, liens on your house, and what to know before you sign. You'll also hear how COVID loans like EIDL are still impacting businesses today—and what legal steps can (and can't) help. Ashley shares simple ways to protect yourself, what to do if you're already in trouble, and how to start fresh the right way. This episode is packed with real talk, smart advice, and must-know tips to help you make better financial moves. Whether you're just starting or deep in debt, this one's for you!   Next Steps: ✅ Connect with Ashley Morgan 

In this eye-opening episode, we reveal the surprising truth about how real millionaires live — and it's not what you think! You'll learn why driving an old car and living in a modest home might be the smartest money move you'll ever make. We break down the hidden costs of “looking rich” and share how some business owners lose millions by trying to show off. Plus, you'll hear five easy, powerful strategies you can use right now to grow your wealth while keeping a low profile. If you want to protect your money, lower your taxes, and build true financial freedom, this episode is for you!   Next Steps:

In this episode, we break down big changes that small business owners need to know in 2025. We talk about the brand-new SBA loan rules that could make it harder to get business funding—and what you can do about it. We also dig into California's huge $12 billion budget problem, even though they have the highest income taxes in the country. What happens in California doesn't stay there—it affects all of us, no matter where your business is based. Plus, we look ahead to the 2026 California governor's race and what each candidate's tax plan could mean for entrepreneurs. You'll walk away with smart tax strategies, tips to protect your business, and real talk about what's coming next. Whether you're in California, Texas, or anywhere else—this episode is packed with info to help you grow and keep more of your money. Let's dive in!   Next Steps:

In this powerful episode, I sit down with Sophie Musumeci, founder and CEO of Real Entrepreneur Women, to talk all things business, money, and mindset for women coaches and consultants. Sophie shares her inspiring story of leaving a high-paying corporate job to build a multi-million dollar coaching company — all while designing a life that works for her family. We dive into the real reasons women undercharge, how to find your niche, and why becoming a specialist can change everything. Sophie also gives smart hiring tips, shares how to fix broken business systems, and explains why investing in yourself is the key to success. If you're ready to grow your business, get confident in selling, and build a life you love — this episode is for you!   Next Steps: ✅ Connect with Sophie Musumeci

Big changes are here — and they could shake up your small business in 2025. In this episode, Tiffany breaks down the new SBA loan rules that just took effect and what they really mean for business owners like you. Whether you're thinking about getting a loan or already have one, these updates could impact your taxes, your cash flow, and your ability to grow. You'll learn: Why SBA loans are now harder to get What the IRS and SBA aren't telling you The 3 biggest money traps to avoid What to do right now to protect your business If you want to stay ahead of the curve (and keep more of your money), this episode is a must-listen. Don't wait until it's too late — tune in and get the tools you need to win in 2025.   Next Steps:

Did you know some of the wealthiest people pay less in taxes than someone making $50,000 a year? In this episode, we uncover the secret tax strategies the rich use to build wealth and pay almost nothing in taxes — and how you can start using them too! You'll learn how to turn your business into a tax-saving machine, why borrowing money can be smarter than earning it, and how real estate and life insurance can protect and grow your money tax-free. We'll also share real client stories and simple steps you can take today. Don't let tax season scare you — get ahead, save more, and build lasting wealth!   Next Steps:

In this episode, Tiffany talks with Kevin Akeroyd, the CEO of Sovos, about how taxes are changing fast for small business owners. They cover new rules that could lead to big fines—even for simple mistakes. Kevin shares how smart software can help business owners stay out of trouble, avoid audits, and even grow into new markets. From selling online to crossing borders, the world of tax is more complex than ever. But with the right tools, staying safe (and stress-free) is possible. You'll learn how to keep things simple, save time, and protect your business from costly problems. If you're a small business owner who wants to stay ahead of the game, this episode is for you!   Next Steps: ✅ Learn More About Sovos

Are you making a money mistake that's costing you big time? In this episode, we're breaking down one of the biggest problems small business owners face — and most people don't even know they're doing it! Studies show 87% of entrepreneurs make this mistake, and it could be stopping you from hitting your money goals. I'll explain what this mistake is, how it happens, and the simple steps you can take to fix it before the year is over. You work hard for your money — let's make sure you keep more of it in your pocket. Tune in now and learn how to clean up your 2025 finances, avoid surprise tax bills, and build smarter tax strategies for your business!   Next Steps:

Are you still doing your books the old-school way? In this episode, I'm sharing how smart small business owners are using AI to save thousands on taxes and hours each week on bookkeeping. I'll tell you the story of how one client saved $48,000 in taxes—just by using the right tech. You'll learn which tools actually work, how to start small, and what mistakes to avoid. This isn't about replacing your accountant. It's about making smarter moves with your money in 2025. If you've ever felt overwhelmed by finances or like you're missing out on deductions, this episode is for you. Let's turn your financial mess into a money-saving machine.   Next Steps:

In this episode, we talk with Leslie Tayne, a financial attorney with over 25 years of experience helping people and businesses deal with debt. She shares the truth about what really causes debt, how it grows, and why fast cash options like merchant cash advances can be a big mistake. Leslie explains how she works with clients to build smart plans for getting out of debt and moving forward. You'll learn what makes some debt “good” and other debt “bad,” and why it's important to know the difference. If you've ever felt stuck in a money mess or wondered how to avoid one, this episode is for you!   Next Steps: ✅ Connect with Leslie Tayne

Discover the exact financial checklist that helped one business owner save $48,000 in taxes this year! In this episode, we break down the 2025 tax law changes every small business owner needs to know about. You'll learn nine simple steps to audit your business structure, master cash flow management, and implement smart tax strategies like the "Augusta Loophole." We cover everything from retirement planning for entrepreneurs to year-end expense timing that could save you thousands. Plus, learn about the three "wealth villains" that destroy business finances and how to avoid them. Whether you're making $50,000 or $500,000, these strategies work for any size business. Don't let another year pass by overpaying taxes! The window to implement these 2025 strategies is closing fast. Get ready to take notes - your future self will thank you for listening to this episode.   Next Steps:

Are you throwing away $30,000 in taxes every year? You might be if your business has the wrong structure! In this eye-opening episode, I reveal how I saved a client exactly that amount by switching them from an LLC to an S Corporation. But wait - this strategy isn't right for everyone! I'll break down: The big differences between LLCs and S Corps How each affects your tax bill When the S Corp starts saving you money (hint: it's around $60,000 in profit) What "reasonable salary" means and why the IRS cares The 5 questions to know if you should switch Plus, I share real stories of business owners who saved thousands - and one who got caught by the IRS and paid dearly! Don't miss this episode that could be the most profitable 30 minutes you spend all year. Your future self (and bank account) will thank you!   Next Steps:

In this powerful episode, Nick Prefontaine shares the amazing story of how a snowboarding accident changed his life forever. After falling into a coma and being told he might never walk or talk again, Nick beat the odds and ran out of the hospital just months later. He didn't just recover—he used his story to build a thriving real estate business and now helps others through tough times using his "S.T.E.P. System." You'll hear how support, trust, energy, and persistence helped him go from a hospital bed to big stages, inspiring thousands. This episode is full of hope, action steps, and heart. If you've ever faced something hard and wondered how to keep going, this is one you don't want to miss.

In this episode, we break down the big claim that tariffs could replace U.S. income taxes — and what that really means for your wallet, your business, and the economy. We explore how much money the government collects from income taxes versus tariffs and why swapping one for the other isn't as easy as it sounds. You'll hear why raising tariffs could mean higher prices at the store and new challenges for small businesses. We also look at how these changes would affect families at different income levels. By the end, you'll understand the real numbers behind the headlines — and why smart tax planning matters more than waiting for big government changes. Stay tuned to learn practical tips to take control of your tax bill and protect your finances today!   Next Steps:

This episode reveals shocking hidden details from Trump's Big Beautiful Bill that could make or break your small business! We dive deep into five buried provisions that most business owners don't know about yet. You'll learn about new reporting rules that carry $10,000 daily penalties, international tax requirements that affect "domestic" businesses, and state-by-state complications that create a compliance nightmare. We also expose the powerful enforcement tools the IRS now has to seize your assets without going to court first. But it's not all bad news! We share amazing loopholes and strategies that smart business owners are already using to save huge amounts of money. From entity restructuring tricks to timing strategies, these legal methods could save you hundreds of thousands of dollars. This isn't just about tax cuts - it's about survival in a completely new business environment. Some rules are already in effect, others start when the bill is signed, and the penalties are automatic. Don't get caught unprepared when your competitors are getting ahead!   Next Steps:

This episode reveals shocking hidden details from Trump's Big Beautiful Bill that could make or break your small business! We dive deep into five buried provisions that most business owners don't know about yet. You'll learn about new reporting rules that carry $10,000 daily penalties, international tax requirements that affect "domestic" businesses, and state-by-state complications that create a compliance nightmare. We also expose the powerful enforcement tools the IRS now has to seize your assets without going to court first. But it's not all bad news! We share amazing loopholes and strategies that smart business owners are already using to save huge amounts of money. From entity restructuring tricks to timing strategies, these legal methods could save you hundreds of thousands of dollars. This isn't just about tax cuts - it's about survival in a completely new business environment. Some rules are already in effect, others start when the bill is signed, and the penalties are automatic. Don't get caught unprepared when your competitors are getting ahead!   Next Steps:

Is your CPA really helping you save money — or just filing your taxes? In this episode, we break down five smart questions every business owner should ask to find out if their CPA is doing enough. You'll learn about key tax strategies like the Augusta Rule and family payroll, why meeting with your CPA year-round matters, and how to tell if it's time to coach or switch advisors. We also share real-life examples of entrepreneurs who saved thousands by making simple changes. Whether you run a small business, are growing fast, or just want to keep more of what you earn, this episode will help you think like a CFO — not just a taxpayer. Tune in now to make sure your CPA is helping you win in 2025 and beyond!   Next Steps:

Most people think putting their home in a trust is enough to protect their family — but that's only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You'll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these steps can cost you thousands or even wreck your family's future plans. We'll also show you how to turn a simple trust into a powerful tool that manages life insurance, supports your business, and creates income for your family long after you're gone. Whether you're a small business owner, parent, or just planning ahead, this episode will help you protect what matters most and build a lasting legacy. Tune in and take control of your 2025 finances today!   Next Steps:

In this episode, Tiffany talks with Erica Ash from Fund Her about how women can take control of their business money without feeling lost or ashamed. Erica shares how most business owners avoid their numbers because they think they're bad with money—but that's just not true! You'll hear real stories, simple tips, and powerful advice that will help you feel more confident with your finances. Erica also explains her “FLIGHT Method,” a super helpful plan for business owners who want to grow their money skills and build a business that supports their life. If you've ever felt confused about your profits, unsure how to pay yourself, or scared to look at your bank account—this episode is for you. It's time to stop avoiding and start leading with clarity. You'll leave this episode feeling more powerful, prepared, and ready to make smart money moves!   Next Steps: ✅ Connect with Erica Ash & Determine Your Financial Alter Ego HERE!

Want to make money from real estate without buying a house or dealing with renters? In this episode, we break down Real Estate Investment Trusts (REITs) — a smart and easy way to grow your money without the stress of being a landlord. You'll learn how REITs work, why they pay out big dividends, and how they help you invest in places like shopping malls, apartments, hospitals, and even cell towers. We'll explain the benefits, the risks, and how you can get started with just a few hundred dollars. Whether you're a busy entrepreneur, saving for retirement, or just curious about building wealth, this episode will show you how REITs can fit into your 2025 finances. Tune in to hear real tips, clear examples, and why REITs might be the most overlooked money tool you're missing!   Next Steps:

Get ready to rethink everything you know about taxes! In this episode, we dive into the weirdest — and totally legal — tax deductions you've probably never heard of. From backyard pools and body oil to pets that work for your business, we're breaking down the surprising ways people have saved big with the IRS. You'll hear fun stories, learn the rules behind these quirky tax breaks, and find out how they might even apply to you or your small business. It's not just about laughs — you'll walk away with real tax tips that could help you save money in 2025. Whether you're an entrepreneur, small business owner, or just someone curious about “IRS secrets,” this episode is packed with insights you don't want to miss. Tune in now and start seeing taxes in a whole new way!   Next Steps:

Breaking news! A massive tax bill just dropped, and I've spent 48 hours digging through all 389 pages so you don't have to! This game-changing bill could put thousands back in your pocket with 18 major tax changes including: • Tax-free tips and overtime pay for service workers • A bigger Child Tax Credit ($2,500 per child!) • New "MAGA Accounts" with a $1,000 bonus for babies born in 2025-2026 • Triple the SALT deduction cap ($30,000 instead of $10,000) • Permanent business tax breaks that were set to expire Whether you're a server, parent, business owner, or retiree - there's something in this bill for you! I break down exactly who benefits, who doesn't, and most importantly - what you need to do RIGHT NOW to take advantage of these changes before they expire. Don't miss this urgent episode that could save you thousands in taxes!   Next Steps:

Are you tired of paying too much in taxes? In this episode, we reveal 17 powerful tax strategies the wealthy use to save money — and how you can use them too! From hiring your kids and cutting your business taxes to saving on healthcare and even renting your home to your business, we break it all down in simple, clear steps. You'll learn how smart tax moves can help you keep more of your money, grow your wealth, and plan for a strong future. Whether you're a business owner, freelancer, or investor, this episode is packed with tips you can start using today. Get ready to think differently about taxes — and discover how the tax code can work for you, not against you!   Next Steps:

What if your kids could grow up smart about money—before life teaches them the hard way? In this episode, we talk about the 18 money lessons wealthy families teach their kids early on. You'll learn how to help your child think about money, save smart, invest wisely, and build good habits. These lessons aren't just for rich families—they're for anyone who wants to raise confident, money-smart kids. Even small changes can make a big difference. Whether your child is 5 or 15, it's never too early—or too late—to start. Get ready to learn simple tips that will change how your family talks about money.   Next Steps:

In this episode, I talk with Trevor Greenway, CEO and co-founder of InterVal — a company that's helping small business owners better understand the value of their business. Trevor shares how most owners don't know what their business is worth, even though it's usually their biggest asset! He explains why that's a problem and how InterVal is solving it using smart technology. You'll hear how their platform helps business owners track their value over time, make smarter money decisions, and reach their retirement goals faster — all while working with their current accountant or advisor. Best part? It's easy to use and even free through partner banks and firms. If you want to build a business that's worth more and be ready for a big exit one day, this episode is a must-listen!   Next Steps: ✅ Connect with Trevor Greenway

Think playing it safe with your taxes is smart? Think again. In this episode, we talk about the hidden dangers of “compliance culture”—doing everything by the book but still losing thousands of dollars. You'll learn why just filing your taxes isn't enough, how fear is costing you big, and what smart business owners do instead. We'll break down real stories, easy steps you can take, and how to start keeping more of your money—legally. If you're tired of working hard and still feeling broke every tax season, this episode is for you. Let's stop playing small and start planning smarter.   Next Steps:

What if the tax code wasn't made to take your money—but to help you keep it? In this episode, we break down why over 99% of the tax code is actually full of ways to save on taxes… but only if you own a business or invest. You'll learn how buying a business—yes, even in today's economy—can unlock powerful tax savings. We talk about how to structure deals the smart way, avoid big mistakes, and turn your taxes into a tool for building wealth. Whether you already own a business or are thinking about buying one, this episode gives you the playbook most CPAs never share.

In this episode, I chat with Andrew Jamison, CEO and co-founder of Extend, a FinTech company that helps small businesses take control of their spending. If you've ever worried about giving employees a company credit card or dealing with messy expense reports, this episode is for you! Andrew shares how Extend lets business owners safely hand out virtual credit cards — with limits, rules, and total control. You'll hear real examples of how companies are using this tool to manage purchases, stay on budget, and save serious time on monthly bookkeeping. Best part? You don't have to leave your bank or get a new card. Extend works with banks you already know and trust. If you're tired of surprise charges and end-of-month chaos, this episode will show you a smarter way to manage money in your business.   Next Steps: ✅ Learn More about Extend