Podcasts about accounts

Listener Q&A where Andy talks about: Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 )His thoughts on why qualified Roth account distributions might eventually be included in certain measures of Modified Adjusted Gross Income ("MAGI") ( 8:28 )What other MAGIs are potentially impacted and should be watched out for with doing Roth conversions ( 12:38 )The difference between "directionality" and "precision" in retirement planning ( 20:40 )Is it reasonably for an advisor to charge you extra for outsourcing some of their investment management to a separately managed or sub-managed account ( 25:38 )His thoughts of reinvesting a deferred compensation plan to all cash when the plan will soon begin paying out its deferred payments ( 29:34 )His thoughts on using multiple dividend and fixed income funds to create a "high income sleeve" for near-term distribution needs ( 35:25 )Whether it's accurate that you can indirectly file a tax return extension simply by making an online tax payment and select "extension" as the reason for the payment ( 39:05 )Can a minor with less than $400 of self-employment income not file a tax return yet still be eligible to contribute to a Roth IRA ( 44:56 )How he helps clients balance Fear of Missing Out ("FOMO") and Fear of Running Out ("FORU") ( 52:04 )How much of his planning work with clients is computational vs psychological ( 54:42 )His thoughts on the gamification of investing, and the prediction markets ( 58:11 )Why there are so many different funds like buffered ETFs and option trading ETFs, at higher expense ratios, when many can just invest in a few basic low-cost ETFs ( 1:00:36 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comAndy's LinkedIn profile: https://www.linkedin.com/in/andypanko/Links in this episode:Tenon Financial monthly newsletter/blog - Retirement Planning InsightsYouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Are you a senior corporate executive or high-performing leader sitting on immense professional capital, yet wondering how to safely translate your day-to-day corporate discipline into personal cash-flowing assets?   In this dynamic guest conversation, host Billy Keels sits down with Will Holdren—the founder of Aureate Properties LLC, host of the Will Power Podcast, and an elite professional operating within a high-net-worth family office. Will pulls back the curtain on his rapid career trajectory, sharing how he launched a podcast as a junior in high school to interview over 250 successful individuals, ultimately bypassing standard resume templates to secure a highly sophisticated corporate role. Discover how Will structures his 168 hours to cleanly isolate his 9-to-5 client execution from his 5-to-9 real estate projects, how he navigates multi-entity liability structures to decrease tax exposure, and why practicing the power of saying "no" to superficial distractions is the ultimate baseline for long-term career optionality.  

Trump accounts — technically the 530A — went live July 4th, and Justin Harvey opened three for his own kids just to see how they work. These accounts are child-owned, they behave like a traditional IRA, and they come with rules most physicians haven't heard yet.  Tag along with Jimmy Turner and Justin Harvey as they discuss where they actually belong in your savings hierarchy, and who should pass entirely.Resources: Get 10% off working with Gelt, the tax strategy team that Jimmy Turner personally uses: https://moneymeetsmedicine.com/CPA Every doctor needs own-occupation disability insurance.  Get it from a source you can trust: https://moneymeetsmedicine.com/disability    Want a free copy of The Physician Philosopher's Guide to Personal Finance?  Snag your copy here: https://moneymeetsmedicine.com/freebook What you'll learn: Why the 530A is closer to a traditional IRA than a 529 — and the basis-tracking problem nobody is warning parents about Where Trump accounts rank against 401(k)s, backdoor Roths, and 529s in a physician savings hierarchy Who actually gets the free $1,000, and why older kids are treated differently The Roth conversion play at age 18 — and the risk of handing an 18-year-old a quarter-million-dollar account Why a kid's Roth IRA may teach better money lessons than any government-funded account Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The government just created a brand new account that hands your kid $1,000 in free money from birth. Here is everything you need to know before you miss the window.

In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at Canadian stocks, U.S. stocks, Canadian-listed ETFs, U.S.-listed ETFs and international ETFs, with a focus on tax efficiency, dividend treatment, withholding taxes and capital gains. We also discuss why the “right” account can depend on the type of income an investment produces, whether dividends are Canadian or foreign, and how ETF structure can create different withholding tax outcomes for Canadian investors. In the second half of the episode, we look at four Canadian acquisition-heavy compounders that have struggled recently: Constellation Software, WSP Global, Boyd Group Services and TerraVest. We discuss why each company has been under pressure, including valuation resets, AI disruption fears, macro headwinds, governance concerns and slower end-market demand. We also look at what could drive a recovery for each business. Tickers discussed: CSU.TO, WSP.TO, BYD.TO, TVK.TO, VOO, VFV.TO, QQQ, ASML Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

The One Big Beautiful Bill has been in effect for a year — but are taxpayers actually seeing the benefits? In this episode of Dollars & Sense, Joel Garris and Christina Lamb break down the latest tax changes, including larger standard deductions, new rules for tips and overtime, the senior deduction, charitable giving updates, and the expanded SALT deduction. They also explain the newly launched Trump Accounts, including who may qualify for the $1,000 government contribution, how these accounts compare to 529 plans and custodial Roth IRAs, and why families should understand the rules before contributing. Plus, Joel and Christina discuss current market headlines, strong earnings season results, rising margin debt, leveraged ETFs, cryptocurrency volatility, and why investors should stay disciplined even when markets feel strong. If you want to better understand how recent tax law changes, family savings options, and investment risks may affect your financial plan, this episode is for you. Topics covered include: Trump Accounts, the One Big Beautiful Bill, 2026 tax deductions, senior tax planning, charitable giving rules, SALT deduction changes, earnings season, leveraged ETFs, margin debt, bitcoin volatility, and long-term investment discipline. 

https://vimeo.com/1211218820?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2026/7/19/2026-07-20-irs-expands-business-tax-accounts This week we look at: Partnership Recourse Rules: Conditional DROs will not establish EROL under § 1.752-2. Mileage Rate Adjustment: Business standard mileage rate rises to 76 cents on July 1, 2026. Business Tax Account: Modernized self-service portal expands features but requires active annual maintenance. Litigation Legal Fees: FCRA settlements are taxable gross income without above-the-line deduction. Corporate Reorganizations: Tax Court invalidates regulation limiting 100% DRD in post-Loper Bright era. ERC Litigation Realities: Exhaustion loophole rejected; notice pleading standards approved in refund suits. Conservation Easements: Valuation must be grounded in immediate local market demand, not speculation.

In this episode of Spooky Appalachia, we confront the legend head-on through the eyes of those who claim to have survived an encounter with the Mothman. We explore three distinct, harrowing experiences: a high-stakes, paralyzing roadside confrontation in rural Tennessee; a fog-drenched, unsettling night in the hollers of Point Pleasant; and an inexplicable mid-90s sighting at an Ohio gas station that forever changed a skeptic's perspective.These aren't just stories of shadows and mist—they are accounts of being studied by something with intelligence, intensity, and an unnatural, wing-spanned presence that defies biological explanation. Whether you believe these are encounters with an interdimensional entity, a piece of living folklore, or something else entirely, these testimonies will make you think twice the next time you drive a lonely road after dark.Have your own story? Send it to us: https://www.spookyappalachia.com/submitastory.phpSign Up For Our Monthly News Letter: https://www.spookyappalachia.com/mailinglist.phpSupport Us On Patreon: https://www.patreon.com/cw/spookyappalachiaStay Spooky. Hosted on Acast. See acast.com/privacy for more information.

Prince Andrew reportedly used private access to Buckingham Palace as a way to impress women connected to Jeffrey Epstein, with one of the most striking attractions being the opportunity to sit on the monarch's throne. Accounts have described Andrew leading unauthorized or highly unusual private tours through restricted areas of the palace, treating spaces associated with the Crown as though they were available for his personal entertainment. One woman who worked for Epstein recalled being allowed to sit on the Queen's throne during a palace visit, while Andrew was also reported to have shown Epstein, Ghislaine Maxwell and other guests around the royal residence outside normal public arrangements. The throne-room experience came to symbolize Andrew's alleged habit of using royal status, privilege and proximity to the monarchy to impress visitors, particularly women within Epstein's orbit.Describing it as Andrew's established “go-to move” goes somewhat beyond what has been publicly proven, but the available accounts suggest that allowing selected guests unusual access to royal spaces was part of the way he projected power and exclusivity. Sitting on the throne was not merely a tourist novelty; it offered women an experience almost nobody else could receive and reinforced Andrew's position as the prince capable of opening otherwise locked doors. These episodes also raised serious questions about palace security, Andrew's judgment and the degree to which he blurred the boundary between his public royal role and his private social life. In retrospect, the throne-room stories became another example of how Andrew allegedly used the prestige of the monarchy to entertain and impress people associated with Epstein while palace institutions failed to prevent or meaningfully scrutinize that access.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

This week we look at: Partnership Recourse Rules: Conditional DROs will not establish EROL under § 1.752-2. Mileage Rate Adjustment: Business standard mileage rate rises to 76 cents on July 1, 2026. Business Tax Account: Modernized self-service portal expands features but requires active annual maintenance. Litigation Legal Fees: FCRA settlements are taxable gross income without above-the-line deduction. Corporate Reorganizations: Tax Court invalidates regulation limiting 100% DRD in post-Loper Bright era. ERC Litigation Realities: Exhaustion loophole rejected; notice pleading standards approved in refund suits. Conservation Easements: Valuation must be grounded in immediate local market demand, not speculation.An audio only version of this week's broadcast can be streamed or downloaded below. 2026-07-20 IRS Expands Business Tax Accounts Edward K. Zollars, CPA (Arizona) Download You can download a PDF with articles for this week's update and a copy of this week's slides.Current Federal Tax Developments July 20, 2026Slides

This week we look at: Partnership Recourse Rules: Conditional DROs will not establish EROL under § 1.752-2. Mileage Rate Adjustment: Business standard mileage rate rises to 76 cents on July 1, 2026. Business Tax Account: Modernized self-service portal expands features but requires active annual maintenance. Litigation Legal Fees: FCRA settlements are taxable gross income without above-the-line deduction. Corporate Reorganizations: Tax Court invalidates regulation limiting 100% DRD in post-Loper Bright era. ERC Litigation Realities: Exhaustion loophole rejected; notice pleading standards approved in refund suits. Conservation Easements: Valuation must be grounded in immediate local market demand, not speculation.

Pastor Joseph Heng delivered his sermon from 1 Corinthians 6.    

Thomas Savidge proposes "Universal Savings Accounts" (USA) to replace complex government-managed savings vehicles. These accounts would grant individuals full ownership of their funds for unemployment or retirement. This reform aims to reduce fraud and address the long-term fiscal instability associated with the national "debt bomb." (16)1933 PERSIA

Two years, eight thousand miles, and according to a new book, a lot more heroes than just Lewis and Clark. On this episode, we talk with historian and author Craig Fehrman. He spent five years chasing down the real story behind the famous expedition, and found it wasn't just their story. His new book, 'This Vast Enterprise: A New History of Lewis & Clark,' rebuilds the history through 10 different voices, exploring new perspectives of American history.

Happy Thursday and Happy July Creepy Account, Besties!!! Thanks so much to everyone who wrote in and shared their stories with us!! We love you all so so much! Tty on Tuesday, besties!!! Stay Creepy and HBD Taylar!! For up to 65% off your order, head to https://VeracityHealth.co and use code CACBESTIES. ---------------------- Need to Call Susan (Angel Wings and Healing Things)? Text Ellen at 704-562-3476 to book!! Make sure to tell her we sent you for a Besties only Special discount!! If you have a Creepy Account of your own you would like to submit, you can go to our Reddit (CreepsandCrimes) or email it to us at CREEPSANDCRIMES.CA@GMAIL.COM Creeps and Crimes Merch: ⁠⁠https://creepsandcrimesmerch.com/⁠⁠ Join our OG Pick Me Cult (Patreon): ⁠⁠https://patreon.com/creepsandcrimes⁠⁠ SUBSCRIBE AND SUPPORT WHEREVER YOU GET YOUR PODCASTS: - Apple Podcast: ⁠⁠https://podcasts.apple.com/us/podcast/creeps-and-crimes/id1533194848⁠⁠ - Spotify: ⁠⁠https://open.spotify.com/show/0v2kntCCfdQOSeMNnGM2b6?si=bf5c137913dd4af7⁠⁠ - Youtube: ⁠⁠https://youtube.com/@creepsandcrimespodcast?si=e6Lwuw6qvsEPBHzG⁠⁠ Business Inquiries please contact Management: ⁠⁠maggie@MRHentertainment.com⁠⁠ FOLLOW US ON SOCIALS: Creeps and Crimes Podcast - Insta: ⁠⁠https://www.instagram.com/creepsandcrimespodcast/?hl=en⁠⁠ - Facebook: ⁠⁠https://www.facebook.com/creepsandcrimespodcast/⁠⁠ - TikTok: ⁠⁠https://www.tiktok.com/@creepsandcrimes⁠⁠ Taylar Jane (True Crime Host) - Insta: @Taylarj - TikTok (True Crime Channel): @TaylarJane98 - TikTok (Personal): @TaylarJane1 Morgan Harris (Paranormal & Conspiracy Host) - Insta: @morgg.m - Tiktok: @morgg.m Want More Info? Check out our Website: ⁠⁠www.creepsandcrimespodcast.com⁠⁠ Send Us Mail & Fan Art to our PO Box!!! CREEPS AND CRIMES PODCAST PO BOX 11523 KNOXVILLE, TENNESSEE 37939 Have a Creepy Account You'd like to share and be featured on the Podcast? Email it to: ⁠⁠CreepsAndCrimes.CA@gmail.com⁠⁠ Submit it through the Portal on our Website (Listed above) or Post in on our Reddit Thread with the tag "creepy account" Love our TBB episodes and want to get in on the Action or submit an AIMS? Head over to our Reddit Community: @creepsandcrimes Need to contact us or request sources? Email us at ⁠⁠creepsandcrimespodcast@gmail.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Could Trump Accounts expand to adults? President Trump says he's interested in an Australia-inspired retirement savings system, but what would it mean for investors, homeowners, and the future of Social Security? In this episode, Kathy Fettke breaks down the proposal, how Australia's system works, and why real estate investors should be paying attention.   Want to learn more about real estate investing? Visit www.NewsforInvestors.com   Source: https://www.realtor.com/news/trends/trump-accounts-for-adults-australia-retirement-accounts-money-monday/

Frank Bisignano serves as Commissioner of the Social Security Administration & CEO of the IRS, and now he's being tapped to lead the expansion of Trump Accounts. In an extended interview, the Commissioner discusses stock donations to Trump Accounts and the tech transformation within the IRS.  Netflix shares are down over 40% for the past 12 months, but MoffettNathanson analyst Robert Fishman says the stock is a buy ahead of its earnings report. Plus, after a victory over England, Argentina will face off with Spain in the World Cup Final, the New York Yankees are reportedly in talks with Apollo Global Management to raise more money, and global energy markets are digesting the latest action in Iran.    Frank Bisignano - 10:49 Robert Fishman - 25:32   In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Accounts payable has produced multiple billion-dollar companies, yet its mirror image, accounts receivable, remains almost entirely manual at most enterprises despite decades of software spend. In this episode, Caitlin Leksana, co-founder and CEO of Fazeshift, explains why AR has remained unsolved and how her company's AI agents are changing that. A mechanical engineer turned BCG consultant turned founder, Caitlin came to the problem the hard way, doing her own AR by hand at a previous startup, and her outsider's view of a stubborn back-office chore is exactly what makes the conversation worth your time.What We CoveredA million AR analysts doing manual work in the USWhy accounts payable got solved and AR did notThe leverage imbalance between AP and AR departmentsThe swivel chair problem and fragmented data$200 million in unapplied cash on one balance sheetFazeshift as a context layer, not a rip-and-replaceWhy traditional SaaS and if-then logic could never scale ARThe collections, cash application, and AR inbox modulesHuman in the loop and building trust when AI touches moneyTraining agents on historical data and tribal knowledgeFrom Y Combinator to a Series A led by F-PrimeThe vision for the context layer and autonomous financeKey TakeawaysAR is the inverse of AP, and every bill is someone else's invoice, so the market is at least as large and mostly uncaptured.The real unlock is not the AI model but unifying fragmented data across the ERP, bank, CRM, and inbox into a single context layer.Human in the loop with full auditability is what earns risk-averse finance teams' trust, and it is how agents move toward full automation over time.Some of the best unsolved startup problems are the ones furthest removed from an engineer, because no one with the tools to fix them ever felt the pain.About Caitlin LeksanaCaitlin Leksana is the co-founder and CEO of Fazeshift, a San Francisco startup building AI agents for accounts receivable. She earned bachelor's and master's degrees in mechanical engineering from Georgia Tech, advised Fortune 500 companies at BCG, and earned her MBA at Harvard Business School before founding a crypto marketing startup and then Fazeshift. The company went through Y Combinator's Summer 2024 batch, raised a $4M seed led by Gradient Ventures, and announced a Series A led by F-Prime in 2026.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes

This week on Is the Mic Still On, we discuss the passing of Lindsey Graham, Mitch McConnell, the mysterious death of Nolan Wells, Trump Accounts, and a shocking bison attack that made national headlines. We also share our Best Thing Seen and Fun Facts before diving into another week of news, politics, and culture.See omnystudio.com/listener for privacy information.

Fred from The Subarctic Alaska Sasquatch YouTube channel is back, and you can see more of Fred's stuff by clicking the link below. In this episode, Fred shares two unsettling accounts of suspected “hairy man” encounters from the remote Alaskan wilderness.The first involves Don and Tina, a couple hired to operate a gold mine along the Koyukuk River. During a stretch of heavy rain, large rocks began slamming into their loud mining equipment from somewhere beyond the tree line. Don briefly chased a dark figure into the woods, while Tina later witnessed an enormous humanoid silhouette moving nearby.The situation escalated the following morning when the figure appeared dangerously close to their camp. Tina fired a shotgun into the air, and the couple retreated to their cabin before seeking help from a neighboring miner. He revealed that he had experienced similar harassment in the area. Despite the mine producing good gold, Don and Tina decided the money was not worth the risk and quit. Fortunately, the owner treated them fairly and paid them for their work.Fred then rshares Daniel's experience while trout fishing along the Tickchik River roughly twenty-five years ago. While waiting near a thick stand of willows, Daniel became overwhelmed by the feeling that something was watching him. After firing warning shots, he spotted a tall, black humanoid silhouette standing near the brush. Moments later, the figure crashed through the vegetation and disappeared. Subarctic Alaska Sasquatch YouTube Email BrianJoin Our FREE NewsletterGet Brian's Books Leave Us A VoicemailVisit Our WebsiteBecome a supporter of this podcast: https://www.spreaker.com/podcast/sasquatch-odyssey--4839697/support.Have you had a Bigfoot encounter, Sasquatch sighting, Dogman experience, or other cryptid or paranormal encounter? We'd love to hear your story. Email brian@paranormalworldproductions.com to be featured on a future episode of Sasquatch Odyssey.Sasquatch Odyssey is a leading Bigfoot and cryptid podcast exploring real encounters, field research, and scientific analysis of the Sasquatch phenomenon.Follow the show and turn on automatic downloads so you never miss an episode.

Business news rarely gets examined through the lens of category design, but when it does, the insights are striking. From charitable investing to the economic impact of the World Cup and the marketing brilliance of Black Rifle Coffee Company, a new way of thinking about business is emerging. At the center of one of the most compelling stories is Micron, a company that just made the largest corporate commitment of its kind to the Invest America program, seeding up to one million children’s investment accounts with $250 million. This is just one of the topics that Pirates Christopher Lochhead, Eddie Yoon and Bri Clark discuss on this episode of Pirate Street Journal. Each week, the Category Pirates pick three headlines worth paying attention to and break down the category underneath. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   Micron and the Birth of Charitable Investing For over a century, philanthropy followed a predictable pattern. A billionaire writes a check, a foundation cuts a grant, and the money gets spent. Micron’s $250 million commitment to Invest America accounts breaks that pattern entirely. Instead of routing funds through a nonprofit or NGO, Micron is directly seeding investment accounts for up to one million children, turning them into shareholders in the S&P 500 from a very young age. What makes this genuinely different is the alignment of incentives. When Micron contributes stock into these accounts, every child who benefits now has a reason to care about Micron’s success. Both the company and the child are pulling in the same direction, which creates a virtuous cycle that traditional charitable giving has never been able to produce. This is charitable investing, and it is an entirely new category. The long-term implications are profound. If those dollars sit in an index fund and compound over 18 years at the S&P 500’s historical average of approximately 10% per year, the financial transformation for underprivileged communities could be generational. Micron is not handing out fish. It is teaching an entire generation how to fish.   Why the Old Model of Charitable Giving Is Broken Charitable giving, as a category, has deep structural problems that most people do not discuss openly. As organizations grow, they often become more focused on their own survival than on delivering value to the people they intend to help. Administrative overhead, bureaucratic inefficiency, and misaligned incentives mean that only a fraction of donated dollars actually reach those who need them most. The peer-to-peer structure of Invest America accounts eliminates that problem entirely. There is no NGO taking a cut along the way. Contributions go directly into governed investment accounts with clear rules about how and when the funds can be accessed. This direct model, made possible by the internet, is a harbinger of what charitable investing can look like at scale. Beyond efficiency, the greatest flaw in traditional charitable giving is that it creates dependency rather than capability. Micron’s approach forces financial literacy by making children stakeholders in the market itself. The account becomes a lived lesson in compounding, patience, and long-term thinking, skills that are rarely taught in schools, colleges, or even households.   What Micron’s Move Tells Us About the Future of Corporate Philanthropy Micron did not stumble into this decision. As a category king in the memory chip space, Micron understands that the most durable competitive advantages are built on ecosystem relationships, not just product performance. By seeding one million children’s investment accounts, Micron is building a generation of stakeholders who are emotionally and financially connected to the company’s future. This is a model that other major corporations are likely to follow. When the incentives are aligned this clearly, and when the marketing and goodwill benefits are this visible, it becomes increasingly difficult for other companies to justify staying on the sidelines. The prediction is straightforward: the category of charitable investing will grow steadily as the limitations of traditional charitable giving become harder to ignore. The Invest America program, championed by Brad Gerstner and now powered by commitments from Micron and others like SpaceX president Gwynne Shotwell, is showing the country what it looks like when capital is deployed with purpose and precision. Micron’s $250 million is not just a donation. It is a category-defining move that could reshape the entire landscape of corporate philanthropy for decades to come. To hear about the other topics in this week's The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!

Your bookkeeping may look organized, but are the numbers actually correct? In this episode, Tiffany explains why every business owner should reconcile bank and credit card accounts each month. You'll learn how reconciliation catches missing income, lost deductions, duplicate charges, fraud, and other costly errors. You'll also discover why accounting software cannot replace human review—and how bad bookkeeping can lead to the wrong tax bill, unreliable financial reports, and poor business decisions. This simple monthly finance routine can improve your accounting and bookkeeping, protect your tax preparation, and give you numbers you can trust. Do not wait until tax season to discover that your books are wrong. Listen now and learn how one monthly habit can protect your money and your business. NEXT STEPS

Welcome back to Talking Marketing. This is season 2, episode 1. In a hyper-crowded market, generic campaigns are white noise. If you want to win enterprise-level accounts, you have to treat them like a market of one.  On this episode, I am joined by award-winning marketing executive and strategist Sloan Newman to discuss his brand new book, "The Relationship Revolution: Mastering 1:1 Account-Based Management." Sloan breaks down exactly how to move away from rigid dashboards and transition toward human-centered, high-impact engagement that secures multi-million dollar pipelines. What we cover:

A major social media crackdown is shaking up the influencer world, with thousands of creators facing new restrictions and even losing their accounts. The team unpacks what's changing, why authorities are stepping in, and what it could mean for the future of online content creators around the world.See omnystudio.com/listener for privacy information.

¿Sabías que el Departamento del Tesoro de EE. UU. está regalando un impulso financiero para la próxima generación? Sí, leíste bien. Las nuevas Trump Accounts ya están activas y podrían cambiar por completo el futuro financiero de tus hijos.Si eres padre, empresario o simplemente quieres asegurar el mañana de los tuyos, esto te interesa. Aquí te dejo los puntos clave de lo que necesitas saber:- El "regalo" inicial: Si tu hijo nació o nacerá entre el 1 de enero de 2025 y el 31 de diciembre de 2028, el gobierno le otorgará un depósito único de $1,000 USD para arrancar.- La magia del interés compuesto: Si dejas esos $1,000 USD crecer en un índice (como el S&P 500) con un retorno conservador del 7% anual, a sus 60 años se habrán convertido en casi $58,000 USD... ¡sin que hayas aportado un solo centavo extra!

This is the AI generated discussion of the post.  It's much shorter than their other discussions, I think they were struggling with the ideas.  It's not one of the best.  Perhaps best enjoyed by looking at what they missed.  Try it out anyway. Here is the link to the original post:  https://partnersinexcellenceblog.com/what-if-you-only-had-10-accounts/

Treasury Secretary Scott Bessent joins Mike for a wide-ranging conversation about the state of the U.S. economy, the ideas behind his influential speech While America Slept, and the policies he believes can restore long-term American prosperity. Then they take a deep dive into the new Trump Accounts—how they work, who qualifies, and why Secretary Bessent believes they could give the next generation a stronger financial foundation. Many thanks to our excellent sponsors Pure Talk—Switch your phone service today and enjoy your first three months of talk, text, and data for just $15 a month. Go to PureTalk.com/ROWE An Army of Normal Folks—The feel-good podcast that makes being of service easier for all of us. Digs—Less rework. Less confusion. And a much smoother build experience for homeowners. Visit Digs.com/Mike to get 40% off your first 3 months

The Hidden Lightness with Jimmy Hinton – The numbers tell a remarkable story. Although approximately 73.1 million children are eligible, only about 6 million have enrolled so far. That means tens of millions of young Americans could miss out on an opportunity that may shape their financial futures for decades to come. According to reports, lower-income families—those who often stand to...

More from DTC: Watch the Traders "Cycle of Doom" Webinar: https://dynamictradersclub.com/webinar/ Take the Traders Reality Check Quiz: https://dynamictradersclub.com/survey/ Learn DTC's "Gold Rush Alpha" Trading Strategy: https://dynamictradersclub.com/ Follow on Instagram: https://www.instagram.com/dynamictradersclub Disclaimer: The content in this video is for educational and informational purposes only and should not be construed as financial advice. Trading financial markets involves significant risk. #TradingPsychology #DayTrading #TheDTCPodcast #ForexTrading #CryptoTrading #TraderDevelopment

In this episode of the Sunlight Tax Podcast, I break down the new Trump Accounts, a custodial savings program for children introduced in 2026. I walk through who qualifies, how these accounts work, how to open one, contribution limits, and the tax rules you need to know.I also explore the potential advantages and drawbacks of using a Trump Account as part of a long-term savings strategy, how it compares to other options for investing in a child's future, and what families should consider before contributing. Despite the name, these accounts are a good thing.Also mentioned in today's episode:00:10 Introduction to Trump Accounts and Their Purpose01:28 What is a Trump Account and Its Legislative Background02:52 Eligibility, Bonus Contributions, and Funding Limits04:15 How to Open a Trump Account and the Election Process07:17 Investment Strategies and Allowed Assets in Trump Accounts09:04 How to Use the Trump Accounts and Withdrawal Rules11:48 Who Can Open a Trump Account and Additional Flexibility14:56 Next Steps for Building WealthIf you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.Episode Links:The Sunlight Tax Podcast EP159: My #1 Tip to Make Your Kid a MillionaireGet my Tax Help on SubstackGet your FREE visual guide to tax deductionsOrder my book: Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe

Today's Talkbacks - Gas Price Gouging, Trump Accounts & Saharan Dust

Your 60-second money minute. Today's topic: 530A Trump Accounts Are Live Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When saving for a child's future, the "best" account depends on what you're trying to accomplish. The hosts of “Henssler Money Talks” explore Trump Accounts, 529 plans, custodial accounts and Roth IRAs, highlighting the advantages, tradeoffs and situations where each may be most appropriate.Original Air Date: July 11, 2026Read the Article: https://www.henssler.com/trump-accounts-529-plans-and-roth-iras-match-the-account-to-the-goal  

Maybe you've been wondering what a Trump Account is and does. This week, Chad P. Wilson unpacks the pros and cons of the account in this episode of Money Matters.  This episode was recorded on July 14, 2026 by Chad P. Wilson of Foundation Bank.

4:20 pm: Nic Dunn, Senior Fellow and V.P. of Strategy for the Sutherland Institute, joins the program to discuss his piece about using empowerment accounts as a streamlined system to fight poverty.4:38 pm: Garfield County Commissioner Leland Pollock joins the show for a conversation about President Trump's expected reduction of the Bears Ears and Grand Staircase-Escalante National Monuments.6:20 pm: Peter Laffin, Senior Editor for the Washington Examiner, joins the show to discuss his piece about how President Trump needs to reset the conversation about Iran, beginning with American citizens.

A new retirement account is making headlines, but does it belong in your family’s financial plan? JoePat Roop discusses the new Trump Accounts, Social Security timing strategies, Roth conversions, and why a written retirement plan can help turn savings into lasting income and legacy opportunities. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement.

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: https://allin.com/events Follow Brad: ttps://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://polymarket.com/event/ipos-before-2027 https://x.com/thejessezhang/status/2074154325933424861 https://x.com/praveenTweets/status/2074605343439810922 https://x.com/nikesharora/status/2074802778074124434 https://x.com/nikesharora/status/2074814752174522857 https://x.com/brian_armstrong/status/2070670644577280109 https://x.com/andyfang/status/2074252174226493584 https://x.com/nikesharora/status/2074630732019036574 https://x.com/finkd/status/2075218444056707458 https://x.com/alighodsi/status/2074996561306955958 https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07 https://x.com/KurtSupeCPA/thread/2074817292550984010

If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O'Leary discuss the details, pros, and cons. Topics covered:-Eligibility and contribution limits for Trump Accounts-The tax advantages, including potentially converting them to Roth accounts-The drawbacks, limitations, and potential penalties if money is withdrawn before age 59 1/2-The best use cases for Trump Accounts, and other types of accounts that might be more appropriate for the youngsters in your lifeHost: Robert Brokamp, CFP®, EAGuest: Joel O'LearyEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Anger is growing over the ICE shooting of a 52-year-old father of three. Now, witnesses who were there when the man was killed are disputing ICE's version of events. Plus, President Trump says the bipartisan housing bill he is refusing to sign is a "yawn," but at midnight, it's going to become law anyway. And what is going on with Mitch McConnell? The deepening mystery into his condition as CNN obtains new video from when he was loaded into an ambulance. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dive into one of the most intriguing pre-WWII UFO mysteries: the Scandinavian Ghost Fliers of the 1930s. Were these unmarked aeroplanes — spotted in blizzards, with blinding searchlights and silent engines — advanced human aircraft, or early evidence of unidentified aerial phenomena (UAP)?In this video, we explore historical reports from 1933–1934, including:- Sightings in remote Swedish and Norwegian villages during severe winter storms.- Massive military searches by Sweden, Norway, and Finland that found no conventional explanation.- Accounts of impossible feats: low-altitude flights in deadly weather, engine cutoffs, landings on ice, and a mysterious crash in the Norwegian Alps with vanishing traces.- Insights from John A. Keel's 1970 Flying Saucer Review article, detailing how these "mystery aeroplanes" outperformed 1930s aviation technology.Drawing from newspaper archives (Dagens-Nyheter, New York Times), eyewitness testimonies, and aviation history, we examine why governments took the phenomenon seriously — and why it remains unexplained.Timestamps:0:00 - Introduction to the Ghost Fliers2:15 - Early 1933 Reports & Christmas Eve Sighting5:40 - Blizzards & Impossible Operations9:20 - Government Investigations & Searches13:50 - Key Anomalies: Lights, Silence, Landings18:30 - John Keel's Analysis & Parallels to Modern UAP22:45 - Conclusions & Open QuestionsWhat do you think caused these sightings — secret military tests, misidentifications, or something extraterrestrial? Share your thoughts in the comments!Sources: Flying Saucer Review (May/June 1970) by John A. Keel, contemporary Scandinavian newspapers, and historical aviation records. See all references at https://www.mydarkpath.com/80-scandinavian-ghost-flyerSubscribe for more deep dives into historical UFO mysteries and unexplained phenomena. Like if this intrigued you, and hit the bell for notifications!#ScandinavianGhostFliers #1930sUFO #UAPHistory #MysteryAeroplanes #JohnKeel #UnexplainedPhenomena

Trump Investment Accounts are designed to give every eligible child in America an opportunity to participate in long-term wealth building through the power of compound growth. Creating a new generation of investors by introducing children to ownership in major American companies at an early age. Showcasing strong collaboration between government leaders, business executives, and philanthropists to expand financial opportunities for families. Promoting financial literacy by encouraging parents, grandparents, and children to actively engage with and understand investing together. Celebrating significant philanthropic commitments, including large-scale contributions intended to help children build assets for the future. Demonstrating innovative efforts to provide broader access to investment opportunities for children from a wide range of economic backgrounds. Encouraging employer participation through matching contributions, helping families accelerate long-term savings growth. Focusing on expanding financial inclusion by making investment accounts accessible to millions of children nationwide. Illustrating the potential for public-private partnerships to create meaningful and lasting economic benefits for future generations. Highlighting support and recognition from leaders across different perspectives who view the initiative as a positive step toward increasing financial opportunity. Underscores the goal of helping children develop a stronger connection to the economy through tangible ownership and investment experience. Presents a vision for long-term wealth creation that could positively impact families and communities for decades to come. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

Are you a new parent? Allie's dad, Ron Simmons, highlights how your child could benefit through the stock market with a Trump Account. The Dallas Federal Reserve shares a shocking report that illegal immigration caused both mortgages and rent to skyrocket. Will the KIDS Act protect children online, or is this a new form of digital ID to monitor Americans online? Finally, Ron answers some questions on the Texas GOP schism, toddler tantrums, and Vice President JD Vance. Share the Arrows 2026 is on October 10 in Dallas, Texas! Tickets are on sale now at: ⁠⁠⁠⁠⁠⁠https://sharethearrows.com⁠⁠⁠ Share the Arrows is sponsored by: A'del Natural Cosmetics: AdelNaturalCosmetics.com Range Leather: RangeLeather.com/ALLIE We Heart Nutrition: WeHeartNutrition.com Buy Allie's book "Toxic Empathy: How Progressives Exploit Christian Compassion": ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.toxicempathy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Time Codes 0:00 Introduction 3:15 Trump Accounts 15:54 The Real Cause of the Housing Crisis 26:11 The KIDS Act 30:44 Ron Answers Viewer Questions – Today's Sponsors: A'del | Visit AdelNaturalCosmetics.com and enter promo code ALLIE for 25% off your first-time purchase. Geviti | Go to gogeviti.com/allie and use code ALLIE for 20% off. We Heart Nutrition | Check out We Heart Nutrition at ⁠⁠⁠WeHeartNutrition.com⁠⁠⁠ and use the code ALLIE for 20% off. When you donate $20 or more to Concerned Women for America, you'll receive your choice of one of CWA's educational resources on Gender Identity or Sexual Exploitation. When you give $35 or more, you'll receive both resources! Just go to CONCERNEDWOMEN.ORG/ALLIE. Episodes You May Like: Ep 1348 | No Pay for Politicians During Shutdowns, Republicans to Gain Seats After Redistricting, and Advice to Go Debt-Free | Ron Simmons https://podcasts.apple.com/us/podcast/ep-1348-no-pay-for-politicians-during-shutdowns-republicans/id1359249098?i=1000768110421 Ep 631 | Allie's Dad On the Economy, Fatherhood & Raising Christian Kids | Guest: Ron Simmons https://podcasts.apple.com/us/podcast/ep-631-allies-dad-on-the-economy-fatherhood-raising/id1359249098?i=1000566681855 --- ► Buy Allie's book, "You're Not Enough (and That's Okay): Escaping the Toxic Culture of Self-Love": https://alliebethstuckey.com/book ► Subscribe to the podcast: iTunes: https://apple.co/2UVssnP Spotify: https://spoti.fi/2FwkXxj ► Connect with Allie on social media: https://twitter.com/conservmillen https://www.instagram.com/alliebstuckey/ https://facebook.com/allieBlazeTV/ ► Relatable merchandise — use promo code ALLIE10 for a discount: https://shop.blazemedia.com/collections/allie-stuckey

Trump accounts. The GOP might have finally fixed their messaging. Are Democrats losing their black coalition?Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.

A new government investment account is making headlines.Some people are calling it one of the biggest opportunities ever offered to parents. Others think it's being oversold.So what's actually true?In this episode, we break down the new Trump Account from top to bottom. Who qualifies, how the $1,000 government contribution works, whether it's really "free money," the tax implications, the downsides almost nobody is talking about, and whether this should be your first choice over a 529 plan or Roth IRA - don't worry I explain what those are.If you have children, grandchildren, or hope to one day, this is an episode you'll want to understand before making any decisions.Listen closely and enjoy.

Dave Rubin of "The Rubin Report" gives a first look at the stories you need to know to start your day, including new allegations against Maine Senate candidate Graham Platner after Jenny Racicot, a former girlfriend, accused him of rape, claims he strongly denies, adding to a growing list of controversies surrounding his campaign against Susan Collins; President Donald Trump launching Trump Savings Accounts by ringing the New York Stock Exchange opening bell from the Oval Office, introducing tax-advantaged investment accounts for children backed by contributions from major companies and investors to promote long-term wealth building; and much more.

Kara is joined by guest co-host, the one and only Anthony Scaramucci. Kara and The Mooch break down Trump inserting himself into the World Cup, and his latest line of attack: communism. Then, Trump Accounts are officially launched. Despite the name, are they actually a good idea? Plus, DOGE officially ends, Zuckerberg gets real about Meta's AI progress, and why Taylor Swift's wedding was better than Jeff Bezos'. Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The political fallout escalates as new allegations rock Platner's campaign, prompting prominent Democrats, party leaders, and former supporters to distance themselves. We break down the latest reporting, Platner's response, Jake Tapper's interview with the accuser, and why many Democrats are now calling for him to withdraw.We also cover President Trump's launch of the new Trump Accounts program, the viral reaction online, and why some critics are refusing to participate. Plus, Sunny Hostin's comments about patriotism spark backlash, Chuck Todd's July 4th criticism, a viral TikTok defending the American flag, and Jasmine Crockett once again blames racism for Democratic losses.Later, we dive into the latest courtroom developments in the Tyler Robinson case, including Candace Owens' coverage, Jeremy Boring's response, new testimony presented in court, and the growing debate surrounding media narratives and political commentary.If you enjoy smart political commentary, breaking news, media analysis, and the biggest stories shaping today's headlines, be sure to like this video, subscribe, and share your thoughts in the comments.SUPPORT OUR SPONSORS TO SUPPORT OUR SHOW!Lock in under $10/meal while beef prices climb with Backyard Butchers at https://BackyardButchers.com/Chicks Code CHICKS auto-applies for 30% off first order + 2 free 10-oz ribeyes + free shipping!Get 20% off your DeleteMe plan when you go to https://JoinDeleteMe.com/CHICKS and use promo code CHICKS at checkout. Together, we can equip parents, protect children, and safeguard the next generation. Support the Concerned Women of America's Defend Our Girls campaign, visit https://ConcernedWomen.org/Chicks.Subscribe and stay tuned for new episodes every weekday!Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramTikTokXLocalsMore InfoWebsite

 Headlines: – Welcome to Mo News + Oinounou Baby Countdown (02:00) – Graham Platner Reassesses Maine Senate Bid, Denies Rape Allegation (05:00) – Democrat Mallory McMorrow Suspends Michigan Senate Bid (12:50) – What We Know About Senator Mitch McConnell's Condition (15:40) – US Men Lose To Belgium In World Cup After Major Controversy (17:10) – White House Launches ‘Trump Accounts' For Newborn Americans (26:00) – Hamas Dissolves Gaza Government (29:30) – Cuba's National Electric Grid Collapses (31:40) – More 20-Somethings Move Back Home (33:15) – On This Day In History (37:00) Thanks To Our Sponsors: – Monarch - 50% off your first year | Code: MONEWS – Factor - 50% off your first box | Code: monews50off –⁠ Industrious⁠ - Coworking office. 50% off day pass | Code: MONEWS50 – LMNT | Free Sample Pack with any LMNT drink mix or 12oz cans purchase – ⁠Boll & Branch⁠ – 20% off first order, plus free shipping | Code: MONEWS

Episode 5494: Trump Accounts Are Now Open For America