Podcasts about Capital gains tax

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews James Bean, a real estate investor and expert in 1031 exchanges. They discuss the importance of understanding 1031 exchanges, common myths surrounding them, and the critical role of planning and qualified intermediaries in ensuring successful exchanges. James shares insights on the identification rules and strategies for maximizing the benefits of 1031 exchanges, as well as resources available for further learning. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Kevin Brunner is a Marine veteran, entrepreneur, and financial strategist with over 30 years of experience advising business owners and doctors on retirement income, tax planning, and wealth preservation. He's owned a national business brokerage involved in 3,800+ transactions and leads a team of fiduciary advisors, CPAs, and attorneys. Featured in Forbes and a former radio host on KABC, Kevin founded The Q Companies and is driven by a passion to share the wisdom he's gained from mentors, business, and travels to 47 countries. Here's some of the topics we covered: The Powerful Influence Kevin's Grandfather Had on His Real Estate Journey What Sparked Kevin's Mission to Become a Financial Advisor The Hidden Reason Most Advisors Avoid Talking About Tax Efficiency 1031 Exchanges Unlocked & How The Rich Build Legacy Wealth Cost Segregation Secrets Every Real Estate Investor Should Know A Little-Known Strategy to Defer Capital Gains How the Installment Sales Trust Can Supercharge Your Multifamily Exit Estate & Trust Planning Hacks That Protect Wealth for Generations Turning Legal Loopholes Into Power Plays How Financial Strategists Create Win-Win Deals for Both Sellers and Buyers To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

What if you could cash out of any asset—without paying capital gains tax—and use the full value to create lasting financial freedom?That's exactly what Brett Swarts helps high-net-worth entrepreneurs and investors do every day—using the Deferred Sales Trust (which is what today's episode is all about).Brett is the Founder and CEO of Capital Gains Tax Solutions, a firm that's closed over $500 million in Deferred Sales Trust and commercial real estate transactions. As a DST Trustee and expert in capital gains tax deferral, Brett equips clients and advisors with proven strategies to defer millions in taxes on the sale of highly appreciated assets.While 1031 exchanges and Delaware Statutory Trusts serve a purpose, they often come with rigid rules, long lock-up periods, and limited flexibility. The Deferred Sales Trust, on the other hand, unlocks what most investors really want: tax deferral, liquidity, diversification, and the freedom to reinvest in nearly any asset.Whether you're selling real estate, a business, crypto, or any other asset, this conversation could save you millions in taxes, so you won't want to miss it. In this episode, you'll learn: 1.) How the Deferred Sales Trust works—and how it lets you legally defer capital gains, income, and estate taxes.2.) The hidden downsides of 1031 exchanges and Delaware Trusts—and why many investors are moving to a more flexible strategy.3.) How to reset your depreciation schedule after a sale to boost cash flow and reduce future taxes—without the pressure of like-kind rules.Show Notes: LifestyleInvestor.com/245Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trump advisor David Bailey says, “'75% Chance' Big Beautiful Bill Eliminates Capital Gains Tax On Bitcoin” after the Senate passed Donald Trump's “Big, Beautiful Bill” with a 51-49 Vote. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thailand expects crypto tax cuts to drive over $30M in mid-term revenue by stimulating investment and market activity.View the full article here.Subscribe to the IMI Daily newsletter here. 

In this episode, I break down the proposed unrealised capital gains tax reforms before the Australian parliament and explain that while there is some fear, the intentions behind the changes are about creating fairness. This episode is sponsored by Flexdoc.Show Notes: https://www.peteresho.com/p/taxing-unrealised-capital-gains-is

Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

Washington Policy Center's Mark Harmsworth warns that Washington's capital gains tax hike from 7% to 9.9% could hurt the economy by pushing businesses and investors to leave the state, reducing long-term tax revenue. https://www.clarkcountytoday.com/opinion/opinion-will-the-capital-gains-tax-increase-to-9-9-cause-businesses-to-leave-the-state/ #CapitalGainsTax #WashingtonPolicyCenter #StateTaxes #SmallBusiness #MarkHarmsworth #WashingtonState #BusinessClimate #Opinion #Microsoft #Amazon

Australia is popular with Irish Expats and there are plenty of Australian Citizens who want to live around the world - and often the finance planning takes a backseat on their journeys.In this episode, I'm joined by Amber Dawson, Senior Financial Adviser at Ally Wealth Management in Perth, who specialises in helping Australian expats manage their finances smartly, wherever life takes them.Amber shares her perspective as both a qualified adviser and a former expat herself, giving practical guidance on the big questions clients face when moving countries. We cover Australian tax residency pitfalls, how rental income from Australian property is taxed, and what often gets overlooked in the rush to relocate. We also explore capital gains tax traps, why foreign income can be taxed differently depending on your residency status, and how to avoid costly surprises with your investment portfolio when leaving Australia.Whether you're returning to Ireland after years abroad or heading across the world for a fresh start, this will help you find the right people to talk to in the Australian system.Main Topics discussed in this Episode:Tax Residency and Relocation Pitfalls: Amber explains how Australia's residency rules aren't black-and-white. Tax Treatment of Australian Rental Property: We talk through how rental income from an Australian property is taxed when you're living overseas—including the flat 30% rate for non-residents.Capital Gains Tax for Expats: Amber mentions how selling property or investments as a non-resident can trigger higher CGT bills.Cross-Border Tax Coordination: We look at why it's essential to get advice in both countries when moving between Ireland and Australia (including the double tax treaty).Expat Client Types and Real-Life Challenges: From young professionals to retirees and families with kids, Amber shares the different types of expats she advises and how their needs vary.Your special offer from Amber Dawson & Ally Wealth:Book a meeting with Amber to start your personalised Strategy Paper: https://calendly.com/ally-wealth-amber/introductory-meeting-online. Amber's LinkedIn: https://www.linkedin.com/in/amber-dawson/ More info for Expats on Ally Wealth's Website: https://allywealth.com.au/blog/ *****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/services-and-pricing/.Mentioned in this episode:Special Offer from our Trusted Partner, Currencies DirectThis episode is brought to you by Currencies Direct, our trusted currency exchange partner when transferring currency to or...

  Succession planning is a critical topic. Understanding how to navigate succession planning is crucial for accountants, financial professionals and those involved in wealth management.    In this second episode in the Tax Time 2025 series, you'll learn about the key points of wealth transfer and what you need to know about succession planning, including:   Current trends   Regulatory aspects   Tax considerations for private groups  Capital gains tax (GGT) in relation to succession planning  Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements.  Listen now.   Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia  Guest: Jenny Lin, Assistant Commissioner, Private Wealth, Australian Taxation Office  For information related to this episode, head to the ATO website for information on succession planning   Additionally, you can listen to other episodes in this Tax Time 2025 series.    And you can find CPA Australia's tax resources on the website.    CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:   With Interest  INTHEBLACK   INTHEBLACK Out Loud  Excel Tips  Search for them in your podcast platform.   Email the podcast team at podcasts@cpaaustralia.com.au  

Is a capital gains tax coming to New Zealand? We're joined by Matthew Harris, Managing Director at Lighthouse Financial, to unpack what CGT could look like in 2026 — from its potential impact on investors and property prices to whether it would really solve the issues it's designed to fix.Next Steps: If capital gains tax becomes a reality, you're going to need a good accountant. The team at Lighthouse can help get in touch today.For more money tips follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

Discover how the wealthy legally pay zero capital gains tax using a Charitable Remainder Trust. If you own appreciated assets, this advanced strategy could change everything.Want to Set Up a Charitable Remainder Trust? Click Here: bttr.ly/Legacy-Capital-Group00:00 Intro to Charitable Remainder Trusts02:52 Understanding the Charitable Remainder Trust Strategy06:05 Charitable Remainder Trusts: Tax Benefits and Income Generation08:4 Comparing Charitable Remainder Trusts with Other Trust Structures11:47 Real-Life Applications and Examples of Charitable Remainder Trusts14:59 Control and Flexibility in Charitable Remainder Trusts17:59 Rules and Regulations Governing Charitable Remainder Trusts20:54 Pros and Cons of Charitable Remainder Trusts24:10 Age and Charitable Remainder Trusts: How It Affects Payouts27:04 Final Thoughts on Charitable Remainder Trusts and Financial Planning DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Thinking of selling, upgrading, or just want to hang onto more of your gains? Today, I’m joined by my go-to tax pro, Ashwin Ramdas, to break down what really matters when it comes to property exits. It’s not just about the sale price—it’s about what you keep after tax. We’re covering capital gains traps, smart timing strategies, and the mindset shifts that help you build real wealth. Whether you’re a homeowner or an investor, there’s plenty in here to sharpen your game. If you want to avoid costly mistakes and sell with confidence, this one’s a must-listen. Let's go inside! Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (investorsedge.com.au/join) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Property Investment Strategies and Tax Implications [01:34] Timing and Tax Considerations for Property Sales [02:38] Capital Gains Tax Basics and Main Residence Exemption [05:59] Six-Year Rule and Tax Planning for Non-Residents [08:51] Planning for Tax Bills and Super Contributions [11:09] Strategising Property Sales and Rebalancing Portfolios [16:00] Managing Financial Stress and Market Timing [17:36] Long-Term Investment Strategies and Market Cycles [20:02] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. About the Guest: Ashwin Ramdas is the owner and managing director of Eventum Consulting, a Perth-based firm specialising in tax, finance, and succession planning for family businesses and startups. Since 2011, he’s helped clients grow sustainable, tech-savvy enterprises. With a background in accounting, teaching, and small business, Ashwin also co-founded SMSF Mate and supports community groups like Kin Advocacy. Connect with Ashwin: Linkedin: https://www.linkedin.com/in/ashwin-ramdas-72442919/ Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

A recent court ruling in Victoria, Australia, could fundamentally change how Bitcoin—and potentially other cryptocurrencies—are taxed in the country. In a landmark decision during a criminal case involving a former AFP officer who stole 81.6 BTC, the magistrate ruled that Bitcoin should be treated as "cash" rather than property or an asset like shares or gold.If upheld through appeals, this single classification change would dismantle the current ATO framework that has applied Capital Gains Tax (CGT) to crypto disposals since 2014. Under current ATO rules, selling, gifting, trading, or using cryptocurrency to purchase goods all count as CGT events. But if Bitcoin is legally deemed as cash, these transactions would no longer incur capital gains tax. The decision opens up the possibility of tax refunds dating back to 2019—estimated to total as much as $1 billion. It could also dramatically simplify crypto reporting requirements in Australia. The judgment is based on the idea that exchanging Bitcoin is no different from swapping physical cash (like trading a $20 note for two $10s), which is a non-taxable event.If upheld, this case sets a legal precedent with the potential to influence not just Australian law but other countries that share similar common law traditions. The episode breaks down key details from the court proceedings, reactions from the tax community (highlighting commentary from @taxinvestaccounting on Instagram), and what this might mean for crypto users and investors in Australia. It's a space to watch closely, as the ATO is expected to appeal the ruling. If it eventually reaches the High Court of Australia, the outcome could reshape the future of crypto taxation across the country.

Laura reviews a legitimate way to sell your home tax-free or pay significantly less capital gains taxes.Money Girl is hosted by Laura Adams. Transcript: https://money-girl.simplecast.com/episodes/selling-your-home-how-to-avoid-capital-gains-tax/transcriptHave a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Ernie in New Jersey wonder if they should convert to Roth or take advantage of zero percent capital gains tax rates. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for all of them today on Your Money, Your Wealth® podcast number 529. Plus, Michael and his wife in Bellevue are 34, in the 24% tax bracket and wonder if they should contribute to tax-free or tax-deferred accounts, and if they should slow down on retirement savings and start a bridging account for the years between when they want to punch the clock in their early to mid-50s, and when they can access their retirement savings. Then, for something completely different, Frenchie from Maine writes back in: What are the disadvantages to paying off her mortgage ASAP, and what's the tax efficiency of a money market compared to bond funds? Free financial resources & episode transcript: https://bit.ly/ymyw-529 WATCH How to Break Through Retirement Barriers on YMYW TV CALCULATE your Free Financial Blueprint SCHEDULE your Free Financial Assessment ASK Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:00 - We're in the 32% Tax Bracket. Should We Do Roth Conversions? (John, Boston, MA) 06:19 - We Have Large Tax-Free Pension Income. Should We Do Roth Conversions? (Flight Deck Dad & Irish Girl, Pensacola, FL) 16:03 - Watch How to Break Through Retirement Barriers on YMYW TV, Calculate your free Financial Blueprint 16:52 - Should We Do Roth Conversions or Take Advantage of 0% Capital Gains Tax? (Bert & Ernie, NJ) 25:53 - In the 24% Bracket. Should We Contribute to Tax-Free or Tax Deferred Accounts? (Michael, Bellevue, WA) 29:49 - Schedule a Free Financial Assessment at any of Pure Financial Advisors' 12 nationwide locations or online 31:04 - Disadvantages to Paying Off the Mortgage ASAP? Tax Efficiency of Money Market vs. Bond Funds? (Frenchie, ME) 36:23 - Outro: Next Week on the YMYW Podcast

Trisha Lehane – Realtor based in Scottsdale, Arizona with RE/MAX, specializing in working with Canadian buyers and sellers. Background: Originally from Canada, Trisha has lived in Arizona for 20 years. She has deep roots in Canadian provinces like Manitoba, Saskatchewan, Alberta, BC, and Yukon. Her real estate career pivoted to working with Canadians after selling a million-dollar property to a Vancouver buyer in 2008. Key Topics Covered: Canadians Selling U.S. Property Many Canadians are selling U.S. properties due to: Currency fluctuations (e.g., CAD–USD exchange rate). Rising HOA fees and living costs. Aging and changing lifestyles. FIRPTA (Foreign Investment in Real Property Tax Act): 15% of the gross sale price is withheld by the IRS. If the property is under $300K, it's up to the seller to file documents via their accountant. Capital Gains Tax: 15–20% in the U.S. Canada taxes 50% of gains at the marginal tax rate. ITIN Requirement: Required for tax filing in the U.S. Sellers need it if they don't already have one from renting out their property.

In this episode, we dive into the 83(b) Election—a tax strategy that can have significant financial implications for individuals who receive stock as part of their compensation. While it might sound technical, understanding how it works can be crucial for employees, particularly in startups and the tech sector.The 83(b) Election allows recipients of stock grants to pay taxes on the stock's value at the time of the grant rather than waiting until it vests. If the stock appreciates over time, this decision can result in substantial tax savings, as the taxable income is locked in at a lower rate. However, it's not always the best choice, and there are key risks to consider. Once the election is made, it cannot be reversed, and the taxes must be paid upfront, regardless of future stock performance.Amy walks us through a real-world example with a hypothetical client, Emily, a software engineer who receives 10,000 shares of restricted stock. If she files the 83(b) Election when the shares are valued at $1 each, she pays taxes on $10,000. Four years later, if the stock is worth $10 per share, she avoids paying income tax on $100,000 when the stock vests, benefiting from long-term capital gains treatment instead. Without the election, she would be taxed on the stock's higher value at vesting, potentially leading to a much larger tax bill.We also discuss how 83(b) applies to stock options using another hypothetical client, Mark, a doctor in the healthcare field. If Mark exercises his options early while the stock is at $2 per share and files an 83(b) Election, he eliminates the income tax liability at vesting and benefits from capital gains treatment on future gains. Without filing, he would owe income tax on the difference between the strike price and the stock's value at vesting, which could lead to a massive tax burden.However, the 83(b) Election is not for everyone. Key risks include leaving the company before stock vests, the stock declining in value, or not having the cash available to pay the upfront tax. Timing is also critical—filing must be completed within 30 days of the grant or exercise, with no exceptions. The process involves submitting a signed election form to the IRS via certified mail, providing a copy to the employer, and attaching the form to the tax return for that year.Ultimately, the 83(b) Election can be a powerful tax-saving tool, but it requires careful consideration. If you're receiving stock as part of your compensation, understanding this option and consulting a financial professional can help determine if it's the right move for you. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In This Episode: In this inspiring episode of The Ops Experts Club, Aaron and Terryn sit down with Brett Swartz, founder of Capital Gains Tax Solutions and author of the Amazon bestseller Building a Capital Gains Tax Exit Plan. Brett shares insights from his book and his passion for helping entrepreneurs and investors achieve financial freedom through innovative tax strategies. He also dives into the power of goal setting, drawing from his and his wife Melanie's mission-driven approach to life, family, and business.   Key Highlights: The Book: Building a Capital Gains Tax Exit Plan: Brett discusses his Amazon bestseller, co-authored with industry titans like Kevin Harrington (Shark Tank), Don Winter (DLP), and CPA Tyler McBroom. The book blends Brett's expertise in the Deferred Sales Trust—a strategy to defer capital gains taxes and replace the 1031 exchange—with stories of entrepreneurship, real estate investing, and mentorship. It offers practical guidance on building a tax-efficient exit plan and assembling a dream team for family-office-style wealth management. Deferred Sales Trust (DST): Brett explains how the DST empowers business owners and real estate investors to defer taxes on multi-million-dollar exits, unlocking capital to multiply freedom and impact. The book highlights real-world applications, from multi-family properties to mobile home parks, making it a must-read for entrepreneurs and investors. Goal Setting and Living on Mission: Brett shares his and Melanie's intentional approach to goal setting, rooted in their faith and family values. With five kids (ages 6-14), they prioritize a clear family mission, including a bold goal inspired by Don Winter: “1,000 extraordinary days in 100 unique locations” before their kids turn 18. Brett emphasizes defining a clear vision, building systems, hiring coaches, and embracing grit to sustain momentum. He advocates for a growth mindset over a goal mindset, citing John Maxwell and Craig Groeschel to underscore the power of momentum in achieving lasting success. Practical Advice for Aspiring Wealth Builders: For listeners not yet part of the wealth transfer wave, Brett offers actionable steps: clarify your calling, write down and visualize goals, seek mentorship, and implement systems to track progress. His journey from Cheesecake Factory to financial freedom post-2008 crash exemplifies the resilience needed to build a legacy. This episode is a must for entrepreneurs, real estate investors, and operations professionals looking to scale their businesses, plan for tax-efficient exits, and live with purpose. Brett's heartfelt story, practical strategies, and infectious passion make this a motivating and actionable conversation. Connect with Brett Swartz: Website: capitalgainstaxsolutions.com for a no-cost consultation (ideal for those with multi-million-dollar gains). More Resources: brettswartz.com for access to Brett's book, YouTube content, and podcast Build It to Billions. Book: Building a Capital Gains Tax Exit Plan available on Amazon.   Minute by Minute: 0:00 Introduction  1:27 Building a Capital Gains Tax Exit Plan 3:46 A journey that started in real estate 6:09 Here's how you get started with deferred tax 9:50 A solution to share with others 14:20 The deferred sales trust 16:16 Goal formation

- Is it better hold in super and salary sacrifice to avoid Capital Gains Tax?  - I have one child still in daycare, cost of daycare is means tested. Is there a way to get investment properties without the income from that investment going against your income?  - Whats the best way to purchase property if you own your own business/company? Is it harder to obtain finance from the banks? Get in touch jamesf@jlf.com.au | mitchells@jlf.com.au All views and opinions discussed are that of the hosts. They do not endorse reliability or accuracy of their information. Not for commercial use.

In this powerful episode, Brett Swarts of Capital Gains Tax Solutions reveals how real estate agents can unlock hidden listings, save deals, and add massive value to high-net-worth clients using a strategic capital gains tax exit plan.

What’s Trending: Two men with probable ties to a Venezuelan gang are accused of kidnapping, torturing, and shooting a Burien woman. Are Democrats trying to raise Washington state’s capital gains tax again? The first “all-female crew” of celebrities went to space on a rocket launched by Jeff Bezos’ Blue Origin. // Today President Trump met with El Salvadorian President Nayib Bukele to discuss the illegal immigration and gang violence crisis's. // For the first time this year, the sun will start setting after 8pm. But some people still aren’t excited about the best season in Seattle.

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   1:06 -  Conservative proposed capital gain tax rollover could spur $12.5 billion in investment, by Jack M. Mintz   This program is narrated by automated voices. If you enjoy The Hub's podcasts consider subscribing to our weekly email newsletter featuring our best insights and analysis. Free. Cancel anytime. Sign up now at https://thehub.ca/join/.

In this episode, we discuss the “intention test”. It's a sneaky tax rule that could still land you with a surprise bill from the IRD, even if you've owned your investment for decades.You'll learn: What the intention test is and how it actually works Real-life examples of when it does and doesn't apply How to protect yourself from accidentally triggering a capital gains tax you didn't see coming.This is a must-listen for anyone planning to hold long-term but still wanting to cash in eventually.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠

Are you confused by long term capital gains? Here is the perfect explanation for you! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_AllecReferral Link: https://dashboard.m1.com/signup/refer...Mentioned Video Links:-Robinhood Taxes: How to Report Robinhood Stocks On Your Taxes:    • Robinhood Taxes: How to Report Robinh...  -How to Fill Out Schedule C For Form 1040 (Explained By a CPA):    • How to Fill Out Schedule C For Form 1... 

More than 20 key industry leaders are heading to the first White House Crypto Summit after US President Donald Trump ordered the establishment of separate Bitcoin and crypto reserves with rumors circulating of Trump announcing 0% Bitcoin Capital Gains Tax. Learn more about your ad choices. Visit megaphone.fm/adchoices

According to Crypto Rover, there is a rumor that Trump might announce a 0% capital gains tax on U.S. crypto held over one year at an upcoming crypto summit, which could significantly impact market dynamics. This is not confirmed and should be treated as speculative. Learn more about your ad choices. Visit megaphone.fm/adchoices

For so many experts and politicians, the answer to Australia's housing crisis is simple. Rejig zoning rules, build more homes and get Australians into increasingly dense developments. But is the supply ‘solution' the cure-all it's made out to be? In this final episode of our series, ABC business editor Michael Janda looks at what really needs to be done on supply and demand to make it just a little bit easier for people to buy a home. We'll also take you to Melbourne, where apartment prices have flatlined over the past five years and first home buyers are flooding into the market. We'll explain what it will take to finally free Australia's housing hostages. 

Has a housing bubble ever burst without devastating pain across the economy and society? New Zealand is in a recession and home values are more than 17 per cent lower than the post-COVID peak. In Ireland, a massive house price surge and crash in the 2000s saw house prices in Dublin more than half. So, does Australia need a crash and what would that mean for all of us? Some economists think recessions are needed occasionally to reset the economy. In this episode ABC business editor Michael Janda explains how a shock wave would ripple through the economy if the housing bubble bursts. Is the medicine worth the pain? 

How did Australia go from a place where most middle-class people could own their own house, to one where even a small apartment is out of reach for so many? You can pick your villain. Is it immigrants, investors, Howard and Costello, the big banks, or something else? In this episode, ABC business editor Michael Janda identifies the key moments and policies that cemented property as a lucrative investment, creating a mismatch in supply and demand and sending house prices to extraordinarily high levels. 

Imagine it's 2050 and the housing bubble in Australia never burst. Where do we live, how do we pay for it and what is day to day life like?Exorbitant home prices not only keep Australians in the crowded and expensive rental market, but they also change life plans and society. In this episode, ABC business editor Michael Janda explains why housing crisis is the country's biggest issue. It locks people into debt, delays retirement, creates stress and insecurity, contributes to falling birth rates and exacerbates inequalities between the generations. We're hostage to housing. 

Housing has become a dream for investors and a nightmare for those struggling to get a slice of the pie. We find ourselves increasingly mired in a debt trap at both an individual and economy-wide level. This is Housing Hostages; a five-part series from ABC News Daily. With the help of ABC business editor Michael Janda, we'll get to the heart of the housing crisis and explain why we're all hostage to housing. Imagine owning dozens of properties at once. In this episode, investing expert Margaret Lomas explains how climbing the property ladder over decades delivered her housing and financial security. We meet desperate first home buyers and explain why emulating Margaret's property success is now impossible. In this series, we'll scrutinise the possible culprits for this crisis and look at how our housing fortunes influence everything from birth rates to retirement plans. Is it time for the housing bubble to burst and what lessons are there from overseas about what happens next?Finally, we examine the supply solution that so many vested interests reach for and ask; what really needs to be done to boost the supply of housing and dampen demand for it, to try to make things just a little bit better?   

Should Nancy in Washington take out a 401(k) loan and invest it in her brokerage account to catch up on saving for her retirement? When Joe and Big Al talk about having a balanced portfolio of various asset classes like stocks and bonds, Brian in Naperville, Illinois wonders whether that asset allocation strategy takes into account the stabilizing effect of monthly Social Security payments? That's today on Your Money, Your Wealth® podcast 517 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joy and her brother are each inheriting $400,000. How should they each invest it for their very different financial situations? Mike in Colorado has a good guaranteed income stream, so what should he do with the money he's drawing from his taxable IRA every year - convert to Roth, put it in a brokerage account, go on a cruise? And finally, Skipper asks the fellas to spitball on whether he should do Roth conversions or take advantage of zero percent capital gains tax rates. Access free financial resources and the episode transcript: https://bit.ly/ymyw-517  DOWNLOAD the free Retirement Income Strategies Guide REGISTER for the free Risk Management and Retirement Planning webinar, Wednesday, February 26, 12pm Pacific / 3pm Eastern WATCH Retirement Rebound: 5 Plays to Help You Score a Comeback on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter

Today's blockchain and cryptocurrency news  Bitcoin is up slightly at $97,997 Eth is down half a percent at $2,752 XRP, down slightly at $2.41 Czech President signs bill exempting BTC from capital gains tax if held for three years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Many entrepreneurs do an incredible job at building wealth, but then they lose it all because they don't have good exit plans. 1031 exchanges can be a nightmare for so many entrepreneurs, but a lot of times they don't see any other options besides taking huge losses.Capital Gains Exit Plan Expert, Brett Swarts, is here to help explain insights and strategies to business owners, so they don't end up losing all of the wealth they worked so hard for. Brett has helped save billions of dollars for his clients over the decades.Brett wrote the book, BUILDING A CAPITAL GAINS TAX EXIT PLAN. Brett shares his own family's story of destruction that came because of mismanaged money. He also shares other stories of entrepreneurs who lost everything, including their marriages because of bad tax strategies and bad exit plans.Brett desires to help see individuals and families stay united and benefit from well thought out, custom strategies to help achieve goals and dreams. Listen as Brett shares thoughts and information of how you can best save your hard-earned wealth for you, your children, and beyond.BRETT'S WEBSITE: BrettSwarts.comBRETT'S BOOK: https://www.brettswarts.com/books

Host Alex Pierson is joined by Tom Korksi, the managing editor of Blacklock's Reporter about some of the major stories affecting Canadians, such as the all but complete collapse of the EV program, why the feds have March Madness to justify their major budgets and the failed...but still applied Capital Gains Tax. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode takes advantage of the classic film “Meet Joe Black” starring Brad Pitt and Anthony Hopkins. The podcast uses the movie to demonstrate the two guarantees in life - Death and Taxes.  The nuances of taxes can catch individuals by surprise.  As it relates to an ESOP transaction - most of the time there is a resulting seller note established.  Relative to an S-corp sale - there will be capital gains taxes that need to be estimated.  We usually look to installment sale method but if a company's transaction is large enough to create a seller note greater than $5 million there will be an additional IRS interest cost known as 453a.  We detail this issue so that listeners do not underestimate the additional cash outflow to the sellers.   This is a very important step in your personal  Journey to an ESOP!

Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That's today on Your Money, Your Wealth® podcast number 510 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Barbara in New Jersey's grandson move excess 529 funds to a Roth and withdraw the money after 5 years? PWare has a cunning plan to gift appreciated stock to avoid capital gains tax, but will it work? Should Mike create a limited liability company for his rental properties? And finally, qualified charitable distributions don't make sense to GetSmart Paul. Sherri in California wonders if her kids can inherit her savings account without any tax penalty, and whether there's a safe, high-yielding investment she should put it in. And Houry in New York wonders if her IRA can fund a charitable remainder unitrust, or CRUT. Access free financial resources and the episode transcript: https://lnk.to/ymyw-510 DOWNLOAD The Complete Roth Papers Package DOWNLOAD The Retirement Readiness Guide WATCH Retirement Pop Quiz: 18 Questions to Get You Ready to Retire on YMYW TV LISTEN to Steve in San Diego's 2019 question Al: "Maybe you gotta live in a trailer somewhere." Joe: "that side hustle, you better be able to do that in a wheelchair." LISTEN to YMYW Podcast Best of 2021, 2022, and 2023 REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:08 - Should We Do Roth Conversions to Our Eventual Tax Bracket? (Alex, MA) 07:51 - YMYW Tough Love Made Me Get Serious. When Can I Retire? Should I Do Roth Conversions? (Steve, San Diego, CA) 14:11 - Download the Complete Roth Papers Package for free 14:59 - Can Grandson Withdraw 529 Funds From Roth After 5 Years? (Barbara, NJ) 18:37 - Can We Avoid Capital Gains Tax With This Appreciated Stock Gifting Strategy? (P Ware) 20:57 - Should I Create an LLC for Rental Properties? (Mike, voice) 23:00 - Qualified Charitable Distributions Don't Make Sense to Me (GetSmart Paul, YouTube) 24:59 - Watch the Retirement Pop Quiz on YMYW TV, Download the Retirement Readiness Guide for free 25:45 - Do My Kids Inherit My Savings Account Without Tax Penalty? What's a Safe, High-Return Investment for Them? (Sherri, CA) 27:18 - Can an IRA Fund a Charitable Remainder Unitrust? (Houry, NY) 31:43 - Outro: Next Week on the YMYW Podcast

Chris Merrill is in for Mo'Kelly today on Later. Chris kicks things off with an NFL update. Aaron Rogers is having a rough season. The biggest story of the weekend is that former President Jimmy Carter passed away. And most of Carter's legacy has been established post his Presidency. // Prop 36 and the impact on crime in California and why Chris believes it's not a cure-all. Chris recounts a viral clip that praises Prop 36 and explains that it would have been a felony either way.  // Life and limb. Authorities in Palos Verdes Estates have found multiple human limbs on Bluff Cove Trail and are investigating a possible, not yet confirmed connection to recently missing boaters. And a near-miss between 2 planes at LAX was caught on video // Social media and the extremes that exist you're either the hero the villain, and the new year and resolutions. A Californian hits the jackpot with a historic $1.22 billion Mega Millions win, and the latest conspiracy on TikTok is California is rigging the lottery to steal the Capital Gains Tax.  

What’s Trending: Guest: Marysville Police Chief Erik Scairpon chimes in on the City’s decision to raise mandatory minimums for low-level crimes. Seattle’s capital gains tax is defeated but not dead. The View’s Sunny Hostin is perplexed as to how anyone could vote for Trump over Kamala Harris. // Big Local: The Seahawks’ practice facility in Renton is still without power. Quite a few Eastside restaurants with generators are benefiting from the power outages because of extra foot traffic. A Tacoma food bank is stepping up to feed people ahead of Thanksgiving. A man and his daughter were injured in a drive-by shooting in Tacoma. // Jon Stewart called out Joe Scarborough and Mika Brzezinski as frauds for meeting with Donald Trump after everything they have said about him. There has been a rise in expense fraud from workers.

What’s Trending: Seattle is considering imposing a capital gains tax, but economists warn it could lead to wealth flight. A New York Times columnist concedes that Trump’s victory wasn’t due to ‘misinformation.’ A group in Seattle is trying to preserve a historic apartment building in Seattle’s Little Saigon neighborhood, which has become plagued with crime and drug use. // Big Local: The city of Lynnwood is stepping up police patrols amid an increase holiday retail thefts. Bellevue police officer Kevin Bereta is suing the State of Washington over serious injuries he suffered in a motorcycle crash while on duty. A suspect was arrested in Bellevue for allegedly vandalizing a piece of “pride” artwork. // A person in California tried to dress up as a bear and stage a fake attack in order to get the insurance money.

Maximize Your Wealth: Understanding Capital Gains Tax Strategies | With Cody Garrett This episode dives into the strategy of capital gains harvesting, explaining how it can help individuals minimize taxes on investments and potentially realize tax-free income. We break down how this approach fits into financial independence planning, including key comparisons between capital gains and ordinary income, real-life scenarios, and important health insurance considerations for early retirement. What strategies can you use to reduce your tax burden during retirement? How can understanding capital gains impact your long-term financial decisions? What role does income management play in health insurance planning for early retirement?   Chapter Markers: [00:00:00] Introduction to Capital Gains Harvesting [00:01:38] Understanding Income Tax and Capital Gains [00:05:22] Tax Rate Comparisons: Ordinary vs. Capital Gains [00:20:07] Real-Life Case Studies [00:49:34] Key Takeaways and Best Practices Key Takeaways: Understand your capital gains tax rates to optimize when to sell investments. Use capital gains harvesting to realize profits without tax penalties. Plan retirement income carefully to maintain eligibility for health insurance subsidies. Links & Resources: Measure Twice Money Measure Twice Money YouTube Channel    

In this episode, Lisa discusses the crucial Senate race in Montana with Republican candidate Tim Sheehy, who is challenging incumbent Democrat Jon Tester. Sheehy, a former Navy SEAL and entrepreneur, shares his motivations for running, emphasizing the need for new leadership to address America's pressing issues. He critiques the current administration's regulatory and tax policies, arguing they stifle innovation and harm small businesses. Sheehy calls for common-sense governance, highlighting the importance of securing borders, public safety, and supporting traditional values. The Truth with Lisa Boothe is part of the Clay Travis & Buck Sexton Podcast Network - new episodes debut every Monday & Thursday.See omnystudio.com/listener for privacy information.

Bitcoin is up half a percent at $68,062 Eth is up 1% at $2,642 Binance Coin, up 1% at $600 Italy to raise capital gains tax for crypto HK police dismantle crypto fraud ring WLFI token sale fizzles Tesla moves BTC Praxis secures $525M Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode: doing the hard things, travel rewards, the gap and the gain, health and wellness, and real estate. This week we are back with another listener Mail Bag featuring Ginger. Listen along as we cover a range of topics from recents trips we've taken, facing and overcoming challenges, The Gap and the Gain, taxes in retirement and a realistic outlook on how much you'll be paying, the rule of 72, as well as shout out some of your FI wins! So much to cover and much more to learn in this week's episode.

Krystal and Saagar discuss DOJ says millions given by Russia to rightwing pundits, Russiagate 2.0, Trump insists he's not weird in town hall, swing state polls, Venezuelan gang story in Colorado, and Kamala caves on capital gains tax.    To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: https://breakingpoints.com/   Merch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Adam is joined by Kyle Dunnigan and the show opens with a discussion about why certain things become trendy including ripped jeans, sun-dried tomatoes on pizza and defending Ringo Starr's drumming skills. Next, Kyle brings some celebs to the show to talk about a variety of topics, such as Sylvester Stallone on his singing in Rhinestone, RFK Jr. on his many adventures with animals, and Bill Maher on his “love” of Adam's comedy. Then, Joe Praino joins to talk some news including stories about a street performer arrested for blowing bubbles in San Diego, a 49ers wide receiver shot during a botched robbery in San Francisco, the first arrest following a new law banning face masks in Long Island and multi-millionaires in Britain fleeing the country to avoid an increased capital gains tax. They wrap the show by talking about Adam's dad getting drugged to sleep by his nurse and Kyle's mom needing to always know more than him. For more with Kyle Dunnigan: YOUTUBE: youtube.com/@KyleDunniganComedy INSTAGRAM: @kyledunnigan1 TWITTER/X: @kyledunnigan Thank you for supporting our sponsors: http://SimpliSafe.com/Adam Get term life insurance through Ethos today to help protect your family's finances. Get up to $2 million in coverage in just 10 minutes at https://ethoslife.com/ADAM. Thanks to Ethos for sponsoring us! QualiaLife.com/Adam http://OReillyAuto.com/Adam