Podcasts about expenseshow

This week's episode features Jessica Souza, who shares why business planning is essential and how to simplify it into five easy, actionable steps any agent can follow.Full Description / Show Notes:Jessica's career and history in real estateWriting the Agent Playbook and her vision behind thatWhy business planning is so importantThe thought process behind 5 steps for building a business budgetHow to plan for expensesHow to plan for slow seasonTools we can use to help us build our budgetHow to budget for the futureBest place to start and advice for REALTORS on building a budget plan

How much you need to retire quiz: https://bit.ly/Adam-OlsonIs the $1 million retirement target really the magic number everyone needs to hit? In this episode, Adam Olson, CFP®, breaks down why that benchmark is a dangerous myth that keeps people working longer than necessary. Instead of chasing an arbitrary lump sum, Adam introduces the Rule of $1,000—a simple framework to calculate how much you actually need based on your desired monthly income.You'll discover:Why the “million-dollar myth” creates stress, burnout, and delayed retirementsHow the income replacement approach (70–85% of pre-retirement income) reveals your true numberThe role of Social Security, fixed income, and annuities in covering essential expensesHow to structure your money using the Red Zone Retirement Planning Process with the Go-Go, Slow-Go, and No-Go yearsSmart tax and spending strategies that stretch your dollars further and reduce financial anxietyWhether you've saved $300,000 or $3 million, this episode will give you clarity, confidence, and a blueprint for building a retirement plan that fits your life—not someone else's idea of “enough.”

After struggling for far too long, I decided it was finally time to switch things up in the backend of my business. Tune into this episode to hear:What wasn't working for getting things done in my businessCommon annoyances with Notion and why I ended up ditching it for task managementWhy I no longer care what my workspace looks likeThe simplified way I am tracking tasks nowWhy I'm loving Google Workspace and a peak into my productivity setupHow I love to use Google Calendar, Google Drive, Tasks, and Google Meet to cut costs in my annual business expensesHow you can get my free training on Getting Started with Google Workspace in your business!Register for the Google Workspace Workshop here.Send us a textFind more resources over at SarahSteckler.comCome say hi on Instagram @sarahsteckler

Book a call with the team HERE to discuss your commercial property strategy. What You'll Learn:The benefits of commercial property, including higher yields and tenant-paid expensesHow commercial leases give you more income stability and better legal protectionThe long-term financial advantages and tax efficiencyHow you can add value without needing to developIn this week's podcast, I discuss why commercial property can be a better long-term investment than residential, and what makes it an attractive strategy for investors looking to increase income, reduce hands-on management, and scale strategically.

Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy!Mastering your money mindset unlocks freedom most people never experience. In this power-packed episode, I speak with three financial titans who reveal the psychology behind wealth creation. Vivian Tu ("Your Rich BFF") breaks down her practical STRIP method for financial health, sharing why asking for raises beats cutting expenses every time. Noah Kagan opens up about his journey from feeling unworthy at AppSumo to creating an $85 million business, explaining why self-worth drives financial decisions. Alex Hormozi delivers the brutal truth that suffering only lasts a moment while achievement memories pay dividends forever. This conversation transforms how you'll approach money, relationships, and success whether you're starting your wealth journey or looking to level up.Vivian's book Rich AF: The Winning Money Mindset That Will Change Your LifeNoah's book Million Dollar Weekend: The Surprisingly Simple Way to Launch a 7-Figure Business in 48 HoursNoah's book How I Lost 170 Million Dollars: My Time as #30 at FacebookAlex's book $100M Leads: How to Get Strangers To Want To Buy Your StuffAlex's book $100M Offers: How To Make Offers So Good People Feel Stupid Saying No (Acquisition.com $100M Series)In this episode you will learn:Why asking for a $5,000 raise is easier than cutting $5,000 in expensesHow to use the STRIP method for financial health: Savings, Total debt, Retirement, Invest, PlanWhy being a "B+ student with an A+ personality" often earns more than technical expertsThe critical difference between putting money in retirement accounts and actually investing itWhy protecting your reputation matters more than any short-term financial gainHow changing your environment is essential for changing your financial behaviorsThe reason most successful people delete everything that doesn't directly support their goalsFor more information go to https://www.lewishowes.com/1775For more Greatness text PODCAST to +1 (614) 350-3960More SOG episodes we think you'll love:Vivian Tu – greatness.lnk.to/1551SCNoah Kagan  – greatness.lnk.to/1572SCAlex Hormozi – greatness.lnk.to/1723SC Get more from Lewis! Get my New York Times Bestselling book, Make Money Easy!Get The Greatness Mindset audiobook on SpotifyText Lewis AIYouTubeInstagramWebsiteTiktokFacebookX

In this episode of How Not to Suck at Divorce, we dive into the complexities of navigating a divorce when you have a child with special or higher needs. We're joined by Cari Pines, an attorney in LA who specializes in family law and has personal experience with raising special needs children. Cari shares her expertise on how to manage the legal and emotional challenges that come with divorce when your child requires extra care and attention.What you'll learn:How to communicate effectively with your attorney about your child's special needsThe importance of gathering information about your child's diagnosis, behaviors, and needs before you begin the divorce processThe role of a forensic expert and why this might be necessary in some casesPractical advice on managing disputes with your ex regarding your child's medical care and therapyTips on using tools like Our Family Wizard to keep track of communications and medical expensesHow to take care of yourself while navigating the difficult path of parenting a child with special needs during a divorceOur Divorce Crash Course was designed to hold your hand through the process and help you avoid major and expensive mistakes. Learn more here: https://www.hownottosuckatdivorce.com/divorce-crash-courseOur Family Wizard is another fantasitc resource for those who need help navigating the "fun" world of coparenting. Head to this landing page to see how we work closely with them to support our listeners! http://www.ourfamilywizard.com/notsuckFriends, slide into our dms, we love love love hearing from you. We are always here to listen and help in any way we can. You've got this and we've got you.Instagram: @hownotosuckatdivorceFollow Andrea: @theandrearappaportFollow Morgan: @divorceattorneychicago

Episode SummaryThe world feels like it's on the edge of something big—markets are swinging, costs are rising, and everyone has suddenly become an economic or political expert. In this episode, Jim takes a deep dive into capitalism's chaotic nature, how it shapes our daily lives, and what we can do to take control amidst uncertainty. This isn't just about economics—it's about how we respond to change, where we spend our money, and how to reclaim financial and mental peace.Key Topics Discussed:The unpredictability of capitalism and its impact on daily lifeHow to navigate economic uncertainty without falling into fearThe hidden costs of convenience and how small fees add upThe psychology of consumerism and how marketing shapes our spendingWhy companies push artificial scarcity and dynamic pricing modelsRethinking tipping culture, hidden fees, and unnecessary expensesHow to shift from being a passive consumer to an intentional spenderThe importance of simplifying your life and reducing unnecessary purchasesStrategies for regaining control over finances and decision-makingThe mindset shift needed to survive and thrive in turbulent economic timesJim's Takeaways:You have more control than you think – The key to navigating economic chaos is shifting from reactive to proactive decision-making.Small costs add up – The extra fees, tipping culture, and “convenience” charges are draining wallets daily.Consumer psychology is powerful – Companies are designed to keep you spending, but recognizing their tactics helps you make better choices.Simplicity brings peace – Cutting back, decluttering, and making intentional purchases can lead to a better, more fulfilling life.Stop waiting for others to fix the system – Governments and corporations aren't going to change overnight, but you can adjust your approach right now.Challenge for Listeners:Take a hard look at your spending habits—where is your money going?Identify one convenience fee, service, or unnecessary purchase you can cut out.Consider what “simplicity” means to you and how it could improve your quality of life.Get in Touch:Have thoughts on this episode? Want to share how you're navigating capitalism? Send Jim a message—he'd love to hear from you.Follow for more insights, updates, and future episodes."This too shall pass. But in the meantime, let's take control of what we can." – Jim

Is a salesperson trying to talk you into claiming an R&D tax credit for your dental office? It can be tempting to trust a pitch like this and leverage research and development to reduce your tax liability.But how do you satisfy IRS criteria for the R&D tax credit? What documentation do you need? And what happens if you get audited?Andre Shevchuck serves as Partner at BPM, one of the country's top 20 accounting and advisory firms.Andre oversees the Specialized Tax Services Practice at BPM, helping clients identify, document and defend their R&D tax credit claims.On this episode of the Dental Board Room Podcast, Andre joins host Wes Read to discuss the four criteria for claiming the R&D tax credit and explain how it's calculated.Andre describes what the IRS can do to discredit a claim, challenging dentists to exercise caution before you let a salesperson talk you into taking the R&D tax credit.Listen in for insight on mitigating your tax liability without abusing the system and learn when it's appropriate to claim the R&D tax credit for your dental practice—and when it isn't!Topics CoveredAndre's expertise in specialized tax services and representing clients against the IRSThe 4 criteria for a business owner to claim the R&D tax creditWhy demonstrating technical uncertainty is key in qualifying for the R&D tax creditHow salespeople downplay the risk of claiming the R&D tax credit if you don't meet all 4 criteriaWhat the IRS can do to discredit an R&D tax credit claimHow your entity structure impacts your risk of being audited for an R&D tax credit How the R&D tax credit is calculatedHow the R&D tax credit allows for a deduction and tax credit on the same expensesHow the 2017 Tax Cuts and Jobs Act adversely affects business owners who want to start claiming the R&D tax creditWhy aggressive salespeople aren't necessarily on the hook if the IRS revokes your R&D tax credit Capitalizing R&D work vs. claiming it as an expense on your taxesHow to be aggressive on taxes for your practice without the abusing the system Connect with Andre ShevchuckAndre at BPMAndre on LinkedInConnect with Wes Read & Drew PhillipsPractice OrbitEmail wes@practiceorbit.com or drew@practiceorbit.com Practice CFOPractice CFO on InstagramPractice CFO on FacebookPractice CFO on YouTubeResources Amortizing R&D Expenses Under the TCJA

What's behind the housing affordability crisis in America?Real estate prices are off the charts, and unless you happen to be a high-net-worth individual, it's nearly impossible to buy a home right now.So, WTF is going on? Is there anything we can do about it?Angela Rozmyn is the cocreator of Women's Personal Finance, a platform that provides empowering financial education for women and nonbinary people.She is also a passionate advocate for affordable, sustainable housing, working a day job for a company that builds LEED Platinum real estate projects.On this episode of Queer Money, Angela joins us to discuss the myriad reasons for the housing affordability crisis in America.Angela explains why the supply of homes has not kept up with demand, how interest rates impact housing costs, and what's behind the NIMBY attitudes that drive real estate prices up.Listen in to understand how it impacts a community when its service workers can't afford to live where they work and find out what you can do to advocate for affordable housing in your city.Topics Covered What makes Angela an expert in the realm of affordable housing issuesWhy it's important to consider transportation costs as part of your housing expensesHow it impacts our communities when service workers can't afford to live where they workWho benefits from increasing home prices and who does not6 reasons for the housing affordability crisis in AmericaWhy the supply of homes has not kept up with demand in the USHow interest rates, permitting issues, labor costs and zoning affect real estate pricesWhy developers aren't building starter homes anymoreWhat's behind NIMBY attitudes in the US and how they impact housing costsThe advantages of adaptive reuse, i.e.: turning vacant commercial buildings into affordable housingAngela's take on investors who bought up SFHs during the Great RecessionWhy people are migrating to high-density cities in the Sunbelt (and what to consider before you join them)Providing affordable housing for the growing number of single occupantsWhat you can do to advocate for affordable housing in your communityFor the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe Follow us:Queer Money Instagram Queer Money YouTubeQueer Money on TiktokDownload your FREE Queer Money Kickstarter a 9-step Guide to Kickstart Your Journey to Financial Independence

Welcome to the first episode of our 4-part series where we do a health check on our personal finances as we approach the end of the financial year! All will be revealed!In this episode we check:How much did we contribute to our investing and savings goals this year?Is our emergency fund adequate - is it actually 3 to 6 months of living expensesHow are we progressing towards our goals?Our asset allocation - does it align with our goals? Consider how we rebalance Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.Have a money or investing question? Ask via our website. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Or get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Ready to start earning what you're really worth as an audio professional? In this eye-opening episode, Ben and Carl talk about proven strategies for tactfully raising your rates with both new and existing clients. Discover how to showcase your unique value, frame your pricing in a compelling way, and confidently ask for the rates you deserve.Topics we discuss:Why regularly raising rates is crucial to account for inflation and increasing expensesHow to position a rate increase as a loyalty discount for existing clientsThe importance of enthusiastically selling an amazing client experience before presenting your priceSimple ways to practice incrementally raising your rates to build confidenceConnect with us:Secret Sonics - https://www.instagram.com/secretsonicsBen - https://www.instagram.com/benwallickmusic/Carl - https://www.instagram.com/carlbahner/Thanks to our sponsors!Progressions with Travis Ference - https://www.progressionspodcast.com/listenLearn more:https://www.benwallick.com/https://www.carlbahner.com/370 Social Media Ideas for Studio Pros - https://branding.carlbahner.com/free-social-media-promptsThis episode with edited by Gavi Kutliroff - https://www.instagram.com/pleasant_peasant_music/

Knowing what to charge is one of the hardest parts of working as a freelancer. In this episode Travis discusses how tracking his time for the last five years has helped him confidently define his rates and shares tips for how you can best determine what to charge for your services as a music production professional.In this episode, you'll learn about:How to determine your average hourly wageWhy you need to understand your expensesHow to make more money without directly raising your rateGET YOUR FREE RATE WORKSHEET

If you're thinking of creative ways to invest in real estate, this could be one of the perfect episodes for you! Today, Gary Spencer-Smith will discuss how he came across from single-family to the hospitality industry, the benefits of being creative when running a resort or hostel business, and some tips on structuring these types of investments.Hit the play button to learn new investing strategies that will set you apart from the competitive environment of real estate!Key Points & Relevant TopicsThe start of Gary's real estate career start as a single-family investorResort: What it is, how it generates revenue, and its operational expensesHow to get investors involved in a resort dealSeller-financing strategy in a resort investmentHow to make creative deals work successfully?Operation and improvements in a resort or hostel business to increase revenue and reduce expensesThe importance of having the right insurance for your investmentsOvercoming mental blocks or self-limiting mindsetCriteria to consider in a good investment marketResources & LinksRich Dad Poor Dad by Robert T. KiyosakiApartment Syndication Due Diligence Checklist for Passive InvestorAbout Gary Spencer-SmithGary was born in the UK and started investing in his native country during his time in the Royal Navy, He emigrated to Canada after 11 years of service, which saw him travel all over the world before settling on Vancouver Island. Investing on the island for over ten years now, Gary has won awards from Canadian Real Estate Wealth Magazine and The Real Estate Investment Network for his strategies and success, and been nominated for countless others. Gary enjoys the lifestyle investing in real estate affords him and has a passion for helping others change their financial futures by using real estate as the catalyst.Get in Touch with GaryWebsite: Rev N YouYouTube: Rev N You with Real EstateLinkedIn: Rev N You with Real EstateInstagram: @revnyoucanadaFacebook: Rev N You with Real EstateTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

As entrepreneurs, understanding what counts as a business expense is crucial for our financial health and legal compliance. I'm here to clear up some common misconceptions and offer practical advice on how to navigate these often-confusing waters. Whether you're just starting out or you've been running your business for a while, this discussion is going to shed light on managing your business's finances effectively.In this episode, you'll hear…Insights into what qualifies as a business expense and debunking common mythsStrategies for effectively documenting and tracking business expensesUnderstanding the IRS criteria for deductible expensesHow to differentiate between deductible and non-deductible expensesGuidance on legal and tax compliance for entrepreneursClick here to find the full show notes and transcript for this episode.RESOURCES:The Ultimate Bundle™Business Expenses | Internal Revenue ServiceGet QuickBooksBlog Post: Can I Charge Business Expenses to My Personal Card?Episode 77. Small Business Taxes 101 [Guest Interview with Little Fish Accounting]Learn more about Little Fish AccountingCheck out Megan Naasz, CPAEpisode 17. 6 Legal Must Haves for Online BusinessesCONNECT:Sam on InstagramSam on FacebookOn Your Terms on InstagramDISCLAIMERProduced by NOVA Media

We often hear about 401Ks and IRAs, two incredible retirement planning tools but what if I told you there was a third, secret retirement account that trumps both of these?Today we are discussing the Health Savings Account, or HSA, and why the HSA is not only a financial game-changer for managing your medical expenses but also a powerful tool to build wealth for your future.This episode is a replay of episode 40 where I interviewed Sean Mullaney Financial Planner, and the voice behind FITaxGuy.com. I needed to recast this episode because it is hard to cover Mastering Money at Work if I don't talk about HSAs.You'll uncover how HSAs offer a triple tax advantage, giving you tax deductions when you contribute, tax-free growth, and tax-free withdrawals for qualified medical expenses.But here's the real kicker: an HSA can become a pseudo-retirement fund by delaying your reimbursements and investing your contributions for the long haul.If you want to learn how to do that along with if you qualify for an HSA, how to keep your expenses organized, and what to do if your company doesn't offer an HSA, well then you're in the right place.Also, note this episode is originally from 2021. All of the information is still relevant and helpful but the HSA contribution limit has increased from $3,600 to $3,850 and increasing to $4,150 in 2024.Alright, let's get into it. I hope you enjoy my conversation with FI Tax Guy himself…Sean Mullaney.Key Takeaways:What is a HSAHow do you qualify for a HSATax benefits of an HSAIs a HSA my health insurance?Who a HDHP the right for youHow to figure out if your insurance qualifies for a HSAHow to get a FICA tax break when funding your HSAExamples of qualified medical expensesHow to use your HSA as a pseudo-retirement accountThe HSA contribution limit (increased to $3,850 in 2023)How to keep your HSA expenses organizedHow to set up an HSA independently if your employer doesn't offer oneMentions:IRS Publication 502: https://www.irs.gov/pub/irs-pdf/p502.pdfMore of Sean:www.MullaneyFinancial.comwww.FITaxguy.comMore of The Struggle is Real:Find show notes and more at https://www.tsirpodcast.com/Follow us on Instagram at https://www.instagram.com/tsirpod/

Joey Muré is the co-founder and partner at Wealth Without Wall Street, an online community dedicated to re-educating business owners and families about how money really works.  In this episode Joey discusses how Wall Street's traditional mindset places Americans' money at risk and restricts their financial freedom WHAT TO LISTEN FORHow to implement the Infinite Banking ConceptRedefining freedom as income greater than monthly expensesHow do define your financial visionThe five-step process of wealth without Wall Street – Vision, Infinite Banking, Investor DNA, Tax Strategies, and Entity Structuring and Estate Planning  ABOUT JOEY MURÉJoey is a serial entrepreneur, co founding businesses like Wealth Without Wall Street and Wake up In Birmingham. He's the co author of the soon to be released “Wealth Without Wall Street, 3 Steps to Freedom Through Passive Income.Joey got his start in the financial world as a mortgage loan originator shortly after graduating from college in 2003, and now reports on his own passive income portfolio each month which has grown from $2,500 in July 2020 to well over $50,000 PER MONTH today.  CONNECT WITH JOEYJoey's email joey@wealthwithoutwallstreet.comWeb site https://www.wealthwithoutwallstreet.com/Check out the Wealth Without Wall Street podcast https://www.wealthwithoutwallstreet.com/podcastConnect with Joey on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/ CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor ClubFollow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email:  greg@citysidecap.com | tim@citysidecap.com Follow so you never miss a NEW episode! Leave a rating and review on Apple or Spotify.

Have you ever found yourself sandwiched between raising your children while juggling the responsibilities of caring for your aging parents? It can be overwhelming, emotionally draining, and physically taxing. I know firsthand because I cared for my aging parents for over 14 years. In this podcast, I open up about my personal journey as a member of the sandwich generation and share proactive things you can do to ease some of the financial and emotional pressure.In this episode:I share with you the initial feelings of overwhelm and the weight of responsibility that comes with caring for my elderly parents and children simultaneously. I delve into the financial realities of being part of the sandwich generation.I share practical tips that I've learned from being part of the sandwich generation, including:The importance of honest communicationInsights into long-term care insuranceHow to ask for support from othersWhere to find community resourcesReview your parents' expensesHow to check eligibility for government services.Being in the sandwich generation can be challenging and not everything needs to be addressed at the same time. But when you stay proactive and take on bite-sized chunks, it makes balancing raising kids' while caring for my aging parents just a little bit easier.So if you need support managing the sandwich generation, hit the play button, and let's dive in so you can find a little more freedom in your life!Resources from this podcast:- U.S. Dept of Health Services- Looking to hire a caregiver? Consider https://www.care.com/- Eldercare Directory- Legal Zoom - Nolo WillmakerClick here to receive 8 Things You Should Stop Doing In Midlife to Find More Freedom.Sign up for my newsletter here to stay up to date on my upcoming offerings and podcast interviews!Click here to purchase my book: Sandwiched: A Memoir of Holding On and Letting GoConnect with me:Website www.laurieejames.comEmail: laurie@laurieejames.comInstagram: @laurie.jamesFB: laurie.jamesLinkedin: Laurie JamesIf you like this podcast, please follow, rate and review by telling others what you like about this show - your feedback really matters and helps other freebirds find me!***************************************************************************************DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL, MEDICAL OR PROFESSIONAL ADVICE. YOU SHOULD CONTACT A LICENSED THERAPIST IF YOU ARE EXPERIENCING SUICIDAL THOUGHTS. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE. YOU SHOULD CONTACT A LICENSED MEDICAL PROFESSIONAL WITH RESPECT TO ANY MEDICAL ISSUE OR PROBLEM.

It's no secret that the Healthcare Industry—and specifically private medical practices—have seen tremendous change in the past few years. Like other industries, expenses are skyrocketing, and good talent is increasingly hard to find (and keep). But unlike other industries, healthcare practices have very little say in their pricing and policies.In this episode, our hosts are joined by Maddox Casey, CPA, and Sae Evans, CPA, leaders of the firm's Physician Consulting Practice Group, to discuss how private medical practices must be willing to adapt and stay alert in order to stay profitable and competitive in this ever changing healthcare landscape. In this episode, you'll hear: How insurance companies dictate healthcare pricing and why pricing is so different from other industriesInformation about how the current staffing and recruiting landscape is affecting the healthcare industry's ability to find the best employeesStrategies to help maintain (or increase) profits by examining spending and expensesHow to stay competitive in an industry that is constantly changingThe importance of a cyber insurance policy and a robust IT security planResources for additional information:Previous Podcast Episode: Employee Retention and Recruiting in Today's Competitive Environment Blog: Healthcare Consulting Recommendations for Improving Medical Practice Profitability By Cutting CostsBlog: Healthcare Consulting Recommendations for Improving Medical Practice Profitability By Increasing RevenueResource: 15 Cybersecurity Measures Needed for Cyber InsuranceEvent Invitations: Subscribe to receive invitations to future events and roundtables. 

This week, Mena and Stuart discuss: What is blackhole expenditureTypes of expenses included under blackhole expensesHow to treat these types of expenses in your tax accounts.If you would like us to cover a particular topic, please email us at 'advice at prosolution dot come dot au'. If this episode resonated with you, I'd love to hear your thoughts! Sharing your feedback on your favourite podcast platform helps me expand my reach and connect with more incredible listeners like you. Thank you deeply for being a part of this journey! To subscribe to our weekly email: https://www.prosolution.com.au/stay-connected/ SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here: https://prosolution.com.au/books. Work with Stuart & Mena's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. To accomplish this, our multidisciplinary team of experts collaborate extensively on behalf of our clients, ensuring thorough exploration of all potential opportunities. This collaborative method enhances the value we deliver to our clients. Visit: https://prosolution.com.au. Follow us on socials: Stuart: Twitter/X: https://twitter.com/StuartWemyss and LinkedIn: https://www.linkedin.com/in/stuartwemyss/ Mena: LinkedIn: ...

Jinhee Park, MD does outpatient locums tenens work in Portland, OR as a geriatrics physician. Dr. Park graduated from University of California at Davis Medical School and did her residency training at California Hospital Medical Center Family Residency Program in Los Angeles, CA. She completed Chinese Herbal Medicine and Acupuncture CME Courses and finished the Fellowship at Andrew Weil Center for Integrative Medicine. She is also an avid real estate investor who is passionate about creating multiple streams of passive income. She's a yogi and fitness junkie, as well as a philanthropist, donating to her alma mater undergraduate university and medical school to support students who are the past versions of herself. Some topics we discussed were:What it's like working with a travel coordinatorPerks of working locumsHow working locums affects ability to get a home loanHow to stay organized with business expensesHow to make traveling efficient and easyAnd more!Stay tuned for the next part of our interview with Dr. Park.Learn more about me or schedule a FREE coaching call:https://www.joyfulsuccessliving.com/Get in contact with Dr. Park:https://epicintegrativehealth.com/

Today is an important conversation as many companies are struggling.  If you are struggling, you aren't alone.  It's important to look at all of the ways you can get scrappy to maintain your business and ride this wave until you can grow again.In this episode we will cover:Business line of creditWhere can you cut back on expensesHow can you pivot and bring in more revenueBankruptcyFrom now to the end of the year you can get a Legalpreneur Membership for almost ½ off!!!   A monthly paid membership normally $349 a month is $199 a month and a full year normally $3499 is $1999 for the year!  Sign up now!Pre-Order Legalpreneur the book here to receive:  Master class with Andrea, Legal Protection Playbook, and a Master Class Series with Experts.  Don't wait - Pre-Order Today!!!!Get Legally Protected!Want to legally protect your business without the seemingly over-complicated approach?   We have THE solution for you, the Legal Protection Playbook!  Get started here.Links: Andrea's Instagram Legalpreneur Instagram Website FacebookTwitter TikTokYouTube_____Disclaimer: The Legalpreneur Podcast is advertising/marketing material. It is not legal advice. Please consult with your attorney on these topics. Copyright Legalpreneur Inc 2022

Heading off to university? Exciting times! Julie & Catherine are the first to admit that they found finances difficult when they went to Uni. Julie was a self-confessed disaster. This might be your first-time managing money. We want to share what we wish we knew when we were younger so you can avoid our mistakes. We are going to give you a run down on everything you need to know and answer the questions you sent in. We'll be covering:Breakdown your cashflowManage your expensesHow to save moneyApps & resources 5.42 Why cashflow is different for students, and how to manage it10.50 How to make sure you have money for food, but also money for fun17.03 Save money on books20.35 Student bank accounts27.27 Handy appsPlease share  with anyone you know going off to uni. And if you found it helpful, leave us a review

Today on episode 27 we are taking a deeper dive on real estate investing with climbers Tien and Brandon Rooney of Five Twelve Real Estate. This couple shares a very intriguing history, spanning from college athletics to corporate world wake-up calls, the latter of which inspired them to uproot their lives and teach and travel throughout Asia.Eventually, looking to rekindle the youthful days of travel and freedom, Tien and Brandon turned to real estate investment as a way to fast-track their path to financial independence. They even moved into a van full-time to further optimize their financial journey.We carefully examine the many methods of real estate investment, including some key tips for first-time home buyers. Find out if this path is for you! Topics Discussed with Tien and Brandon RooneyThe wide variety of real estate tactics and methods, from simplest to most complexTien and Brandon's motivation for pursuing real estate investment in their 20sReal estate vs stock market investingProperty evaluation and tactics: how to choose the right property for your goalsWhat is the 1% Rule and is it still viable in today's HOT real estate market?How many properties are needed to achieve financial independence, and how long should they be held?The mentality of high debt loadsLeveraging van life to maximize investment potentialHow to break even and save on van expensesHow to make your personal home an investmentFirst-time home buyer tipsThe time and effort of real estate investment and tenant management. Is this path for you??So much more! Support this project: Buy Me a CoffeeSubscribe to the website: SUBSCRIBE ME! Get in Touch with Tien and Brandon RooneyTien and Brandon Rooney on InstagramBiggerPockets Money Podcast 231: ‘On the Road' to FIRE: The Massive Financial Benefits of Van LivingBigger Pockets Profile: Tien and Brandon Rooney Real Estate ResourcesBigger Pockets Rental Property Calculator Clipping Chains Related Posts and PodcastsEP 23: Erik Jenson: Real Estate Investing with Training WheelsVan Life: The Economics and Trade-OffsShocking Headlines of the 2008 Financial Crisis (And Why They Are So Important Now)Should I Buy a Home? Part 1Should I Buy a Home? Part 2: Opportunity CostRelocation: A Guide to Moving and Housing AffordabilityThis Just In: The Real Cost of Home OwnershipAnd We're Back to Home Ownership! But Why Now?Housing Affordability: This Isn't NormalA list of all posts is here. BooksExtreme Ownership (Jocko Willink)Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones (James Clear)The Power of Habit: Why We Do What We Do in Life and Business (Charles Duhigg)First-Time Home Buyer: The Complete Playbook to Avoiding Rookie Mistakes (Scott Trench, Mindy Jensen)Effortless: Make It Easier to Do What Matters Most (Greg McKeown)

In This Episode You'll Hear About:What it was like growing up with his parents, brother, and sister in California, to going through his parents long divorce at age of 10, to moving in with his brother at the early  age of 14How living with his brother at 14 taught him a lot about life and helped him grow up faster with having to pay for his own food, clothes, and other expensesHow losing his mom to brain cancer ignited his passion for health and wellnessWhy he loved the idea of helping others and helping them create an experience and ritual with teaWhat led him to creating Art of Tea and paving the way in DTC but also B2B with a partnership with Wolfgang Puck How COVID affected Art of Tea, how they grew from it, and altered the way they do B2BWhy being a little afraid to start something while also being excited means you're doing the right thingExclusive Deals from Our Sponsors:Get 30% off your first 3 months with Malomo by going to: https://gomalomo.com/stairwaytoceoUse the promo code STAIRWAY200 for $200 off Outer furniture by shopping HEREGet 2 months FREE with Gorgias by clicking HERE and mentioning the podcastTo Find Out More:https://www.artoftea.com/Quotes:“Ayurveda is a form of preventative medicine based out of India, and there's a school in New Mexico that I really fell in love with the alchemy of herbs and teas and botanicals. I ended up going there for a few years and really became advanced in my studies and continued my path beyond that.”“Tea for me became this way of seeing people connect with it not just because it tastes good, but because there's a ritual behind it, there's ceremony behind it.”“Tea is a way for people to connect regardless of age and religion and gender, and it's powerful, just leaves and water, but extremely powerful.”“But really good tea can allow you to mess up a little bit. You can go a little bit over a little under on measurements and heat but it's still delivering an amazing tasting experience.” “What we source at Art of Tea is whole leaf tea. We do whole leaf teas and these beautiful corn based microplastic, free sachets, which are stunning and gorgeous. But what we're sourcing as the top 2% of all the teas that are produced in the world are direct from origin, blended and crafted here in our facility in Los Angeles, and shipped out to be of the freshest bioavailable tea in the market.” “My number one reason at the time was I had a child on the way. So I was like, okay, I feel like I can kind of reach my max, my threshold, if I go down this job offer path, or I can do the stupid, crazy thing, and start my own company.”“I really believe over 80% of your success can just be just showing up.”“So I think what happens is that there's a difference between truth and a belief. What permission do we allow other people that are holding us back in our world? What power and what permission do we have?"“As a leadership team, we come together, we ask is this a great cultural fit? Is this person a team player? Are they meeting our core values? And if the answer is yes, then all right, we can keep moving in the right direction. If  that the answer is no, we need to be able to make faster decisions. And sometimes it's very challenging.”“Be really clear on who you want to surround yourself with and who you want on your team.”“One of the most important lessons is you have to repeat yourself over and over and over again until you start hearing what you're saying back to you, you start sharing the core values, you start sharing the why, you start sharing the what we're doing and how it's gonna impact our website, our customers, our staff, our team over and over again.”“Take time out to listen to your gut and trust it. Surround yourself with wise people around you. And last is, you talked about being freaked out if it scares you, but if it excites you just a little bit more than it scares you, then you're doing the right thing.”

The end of the year is a great time to examine your overhead costs, and that's what we're discussing this week. Find out how to calculate overhead, why it seems to only go up, and what you can do to control those expenses and take home more of the money that comes in.Topics we cover in this episode include:Why you should look at your overhead as a percentage of your real revenue, and how to calculate bothHow to review and analyze your profit vs. expensesHow looking at overhead as a percentage of real revenue helps you see things clearly even with fluctuations in your businessStrategies for reducing expenses and how Proft First helpsThe benefit of tying employees bonuses to efforts to reduce overheadLINKSVisit the episode page at https://contractorsuccessforum.com/overhead for more details and a transcript of the show.Subscribe for free resources and to be notified of future episodes at contractorsuccessforum.com/subscribeFind all episodes and related links at ContractorSuccessForum.com.FIND US ONLINERob Williams, Profit Strategist | IronGateESS.comWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | McWins.com

The end of the year is a great time to examine your overhead costs, and that's what we're discussing this week. Find out how to calculate overhead, why it seems to only go up, and what you can do to control those expenses and take home more of the money that comes in.Topics we cover in this episode include:Why you should look at your overhead as a percentage of your real revenue, and how to calculate bothHow to review and analyze your profit vs. expensesHow looking at overhead as a percentage of real revenue helps you see things clearly even with fluctuations in your businessStrategies for reducing expenses and how Proft First helpsThe benefit of tying employees bonuses to efforts to reduce overheadLINKSVisit the episode page at https://contractorsuccessforum.com/overhead for more details and a transcript of the show.Subscribe for free resources and to be notified of future episodes at contractorsuccessforum.com/subscribeFind all episodes and related links at ContractorSuccessForum.com.FIND US ONLINERob Williams, Profit Strategist | IronGateESS.comWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | McWins.com

One of the most important things you can do to live a healthy, happy and secure life is to develop basic personal financial skills. Understanding about budgeting, debt and savings will impact every part of your life. It can mean the difference between poverty and prosperity. In today's podcast Licensed Insolvency Trustee, John Adamson, shares his thoughts on how to make budgeting as stress-free as possible. It may seem like a daunting task to create a budget, but there are ways to simplify the process.John discusses topics around:Why budgeting is important when you are making financial decisionsHow to start and stick to a budgetBreaking your expenditures into needs and wantsBest ways to save for your retirementThe benefits of having a chequing and savings accountLicensed Insolvency Trustees can help you take control of your finances. From simple budgeting techniques to insolvency filings, they are considered some of the best financial advisors in the country, licensed by the federal government of Canada. About John AdamsonJohn founded Adamson & Associates Inc. in 1996. His experience includes more than 25 years of helping individuals, small business owners find solutions to their financial problems. John is approachable, easy to talk to and enjoys helping people solve their debt challenges. Additional Resources Adamson & Associates - Licensed Insolvency TrusteeWant a Better Budget? Understand Your Income and ExpensesHow to Prepare for a Money Emergency Even If You're Broke

My amazing team! I am so excited to finally bring you the Charley St founder trio! Should we get that embroidered on some shirts? After over 100 episodes, the time has finally arrived to share the story of Charley St. - our struggles, victories, mistakes, key takeaways, and more - with all of you. On today's episode, Kieren, Kale, and I recap our lives before Charley St, the process of starting the restaurant, the challenges and victories we have faced thus far, and we specifically highlight how and why we set out to create a MILLION DOLLAR FOOD PRODUCT: Charley St's just-launched plant-based chorizo and bolognese.  Before you read any further, watch our new YouTube video HERE that explains much of the “why” behind this new launch!In the episode, we specifically we discuss:How to start a restaurantOur steps to success and the mistakes we made along the wayThe experience of being a small team, doing everythingHow to build a successful teamYou have to be friends, and execute at a high levelHow to address cultural differences in the workplaceIntegrating Australian methods into American cultureHow to adapt How to run a restaurant during covid-19We were the second restaurant in all of NYC to halt all expensesHow to create a good menu itemThe Chorizo was placed on the menu, became wildly popular, and is now our first CPG productWhat is the best food packaging?Our packaging is at the forefront of sustainability practicesWe use:Greencell foam (dissolves in hot water without leaving harmful chemicals)Mailer boxes that are highly recyclable and sustainably harvestedAnd our amazing pouches that are edible, made out of plant fiber, and breakdown in industrial and backyard compost processes.How to launch a successful food product How the plant based Chorizo and Bolognese came to be!Legends! You can pre-order the plant-based Chorizo and Bolognese HERE!Follow the journey of how we created these products on:YouTubeInstagramPinterestWebsite

In This Episode:[This is Part 1 with Tron! If you want Part 2, check out episode 17]Rethink your income and expensesHow little improvements at your facility can drive rentalsHow call centers can impact your operationsHow to budget for Capex in your underwritingGuest Info:This is my 1st interview with Tron. You can catch Part 2 with Tron on episode 17.Tron Jordheim is a business consultant for business executives and those in the self-storage industry. He is the Managing Partner of Self-Storage Strategies where he consults with large and small self-storage operators helping them on their path to profitability. He was the Chief Marketing Officer for StorageMart for 11 years and the Business Development Manager for RHW Capital Management for 4 years. Tron has helped hundreds of self-storage operators improve and manage their facilities to profitability.Contact Info:Tron's LinkedIn: https://www.linkedin.com/in/tronjordheim/Resources our Guest Recommends:This interview was recorded before I started asking my guests for recommended resources. You can always reach out to Tron if you want to ask him!About The Storage Investor Show:This show is about finding, funding, and closing self-storage deals.ACTIVE investors will learn how to close self-storage deals and avoid mistakes.PASSIVE investors will learn how to qualify deals, markets, and self-storage sponsors.Download our self-storage pros and cons guide:https://cornerstonecapre.com/Let me know what topics you want to learn about: kris@storageinvestorshow.com

In today's podcast we present tips, best practices and key questions so that you can build a profitable financial plan for your beer business.Beer Wholesaler Financial Planning TopicsFinancial Planning Best practices, Key questionsPlanning pitfalls to avoid7 Steps to a Brewery Financial PlanSales, margins, operating expensesHow to build the schedules, without perfect informationResourcesSign Up for the Free 60-Day Trial to the Beer Business Finance Membership

Have you ever dreamed of leaving your job and traveling the world non-stop? My former colleague, John Widmer, discusses the incredible journey of him and his wife leaving their corporate jobs to travel the world - and now they are six years in. Listen in to learn their tips and tricks to save money while traveling the globe and also learn how they have earned an income while traveling.John WidmerJohn & Heather Widmer have been on a non-stop global odyssey traveling the world during the past six years, while visiting 100 countries & territories. After quitting their corporate jobs in December 2013, they set off on a trip around the world that was intended to last one year. That trip somehow evolved into six years, as they transitioned to a lifestyle of travel and nomadic living.During the journey, they enjoy diving deep into the culture surrounding them to seek out some of the world's most interesting adventures and best travel values! Their travel blog, Roaming Around the World, shares their discoveries with an aim to inspire your next trip while maximizing your travel budget.Most recently, John & Heather welcomed a newborn daughter and are growing excited to resume roaming around the world with her!Website: Roaming Around the WorldFacebook: Roaming Around the WorldWhat You'll LearnWhat 'digital nomad' meansHow to quit your job and travel the world non-stopHow to pay for long term travelHow to earn an income while traveling the worldHow affiliate marketing create a passive income stream to pay for travel expensesHow to save money while traveling around the world non-stopWhat daily budget makes sense for long term travelHow to travel around the world without taking a flightWhy repositioning cruises are a cost-effective way to travelHow covid-19 has impacted travel for all travelersWhy it is safe to travel internationallyConnect with CoryBe sure to like my Facebook page @CoryCalvinOfficial to watch the live (video) podcast recordings (click here for the video replay) and to receive updates on inspirational books and online courses I am creating. Become a member of my tribe.... www.corycalvin.com/tribe

Today we'll talk about brewery financial planning and forecasting. Traditional budgeting takes forever and the plan is obsolete once it's done. In this podcast we'll review tools and models to build a financial plan that can be updated regularly so that it remains useful and profitable. Topics CoveredFinancial PlanningBest Practices and Planning Pitfalls to Avoid7 Steps to a Brewery Financial PlanSales, margins, expensesHow to build the schedules, without perfect informationResourcesSign Up for the Free 60-Day Trial to the Craft Brewery Financial Training Membership