Podcasts about financial tasks

I'm super excited about today's episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we're diving into all things college planning!Ann is a certified financial planner and the author of How to Pay for College who is a sought-after expert that has developed a fantastic framework for creating your own college plan.So, what does that framework look like? Well, Ann breaks down financial tasks and family conversations by your child's life phase-making the whole process so much more manageable and clear.As a parent of twins who graduated debt-free from college, Ann brings both professional and personal experience to the table. So, whether you're just starting to think about college or deep in the planning process, this episode is packed with practical advice and insights.Ready to dive in and learn how to plan for college like a pro? Let's get started!Anna's Takeaways:Intro (00:00)Financial Tasks & Conversations For Parents & Students (02:06)College Savings, Paths & Flexibility (08:39)Saving For College, Financial Aid & Budgeting (13:26)Balancing Priorities & Creating A Personalized Budget (20:15)Scholarships - Involving Students In The Process (27:14)How Parents Can Support Their High School Students (30:28)Managing Expectations (35:40)About Ann Garcia:Ann Garcia is a Certified Financial Planner and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Wall Street Journal, and U.S. News and World Report, to name a few. Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. As a parent whose twins just graduate debt-free from college, Ann's expertise expands beyond FAFSAs and 529s — she understands the emotional components of helping your child set and achieve goals for their future. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.Rate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn't teaching my son about Money. It's up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest websites:https://howtopayforcollege.com/Masterclass- for older kidshttps://www.facebook.com/collegefinancialladyhttps://www.linkedin.com/in/ann-garcia-cfp/

Kimberly Palmer joins Jon Hansen on Your Money Matters to talk about body doubling and explain how it’s helping people with their finances. Kimberly shares how having someone watching you or with you helps hold people accountable and complete tasks.

In this episode of Tactical Empire, Jeff Smith and Shawn delve into level two of the seven levels of financial freedom figuring out your BAM (Bare Ass Minimum). They discuss why identifying your BAM is crucial for establishing a foundation of financial freedom, avoiding lifestyle creep, and making empowered choices. The hosts guide listeners through the practical steps to calculate their BAM, emphasizing its role in enabling passive income and creating a life of abundance, discipline, and high achievement. Jeff also highlights the psychological benefits of knowing your BAM, and how it can change your outlook on both personal and financial aspects of life.Chapters:00:00 Introduction to Tactical Empire00:30 Welcome and Series Overview01:13 Level Two: Understanding BAM (Bare Ass Minimum)01:50 The Importance of Passive Income09:02 Defining Your BAM Expenses14:39 Psychological Impact of Financial Control16:14 Action Steps to Calculate Your BAM18:42 Conclusion and Next StepsYou can connect with Shawn Rider on Facebook and Instagram. If what you heard resonated with you, you can find Jeff on Instagram, Facebook. If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169. And don't forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word!

How to make sure common financial ‘pain points' don't imperil your plan. Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn't Put Off, FMC - FMC Corp., AOS - A.O. Smith Corp., The Economic Data, MTDR - Matador Resources Co., The Dollar, Conversion from a Roth 41k to a Roth I-R-A, Private Equity.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Unless you are (very) new here, you know that we love sharing some of the best and worst mistakes we made in our own REI businesses early on to help keep you from making them as well. This episode is going to be one of those deep-dives into the list of financial things we wish we would have done sooner in our businesses, focusing on the tasks that you should be doing on a weekly, monthly, and even annual basis in your REI biz.These things will not only help you get organized now, but by following simple steps, your business will be running smoothly when you are ready to scale. If you are thinking about scaling now or have already started, check out our CEO Bootcamp, designed to help you transition from a real estate investor to the CEO of your business.Still have questions? We would LOVE to answer them, DM us over on Instagram!Until next time!  Resources:Enroll now for CEO BootcampOrder your copy of The Self-Managing LandlordLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

You may know Dr. Lisha Taylor from Money Meets Medicine or her new podcast Wealth Minded MD. She joins us today to share her Top 5 Financial Tasks to help new attendings get out of debt, protect themselves and build wealth. For more information on Dr. Lisha or to sign up for one of her financial wellness workshops, go to www.WealthMindedMD.com.

Today, we have Lacey Filipich from Money School joining us again, sharing her invaluable insights on not just managing, but truly enhancing our financial well-being.  We're diving deep into the essentials of financial adulting, from the importance of superannuation checks to the intricacies of insurance and the critical necessity of a well-structured will.  Lacey's knack for making these daunting or potentially boring tasks engaging is unmatched, and together, we're here to ensure you build a solid foundation to protect and grow your wealth while leaving a legacy in the right hands.  Whether you are just starting out or you're a seasoned investor, today's discussion is about empowering you to take control of some of the small details that can really matter. Let's go inside.     Resource Links: Get a copy of Lacey's fabulous book, “Money School” and check out her programs https://www.moneyschool.org.au/ Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property  (https://www.investorsedge.com.au/invest-in-perth-property/) 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] Superannuation and Insurance Fees and Comparisons [02:56] Insurance Types and Their Financial Impact [08:49] Life Insurance, Wills, and Estate Planning [13:54] Estate Planning, Wills, and Superannuation [18:32] Superannuation and Wills With a Personal Story [23:09] Outro [28:05]   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.

Mint's Shipra speaks to Dilshad Billimoria, MD and principal officer, Dilzer Consultants about the tax on unrealised gains on MFs to be paid in the US and other financial tasks NRIs must do

On this episode of Financially Naked: Stories from The Financial Gym, two Certified Financial Trainers, Garrett, and Genar, are here to talk about how to get organized for the new year! From financial tasks to taking care of your mental health, each tip will help set you up for long-term success in 2023.  For more details, check out our show notes!   Meet The Trainers Meet Garrett Faulconor, Level 3 Certified Financial Trainer Meet Genar Mendez, Level 2 Certified Financial Trainer

Before a trip, there is a lot to do. In this episode, we're focusing on the important but often overlooked financial tasks to complete so your finances are taken care of before departure. Whether you already have a pre-trip financial checklist or haven't considered creating one, here's a list of financial tasks to complete before going on vacation.    Pre-Trip Financial Checklist Download the Pre-Trip Financial Checklist to keep all your financial related tasks to complete before going on vacation neatly organized in one place!  Also, please take a moment to share what you'd like for us to cover next on the show. Request a podcast episode here.   Work With Me:  Need help saving for travel, leverage points, and miles, or finding cheap flights? Book a 1:1 money coaching session.   Read My Books:  Affording Travel Traveling With a Full-Time Job Managing Your Money As A New Homeowner  Follow on Twitter: @thethoughtcard Follow on Instagram: @thedanielledesir Link to episode: https://podcast.thoughtcard.com/vacation-financial-checklist/ 

Staying financially healthy during transitions is hard. Summertime is a time of transition in medicine. How do you stay on the right path financially during these transitions? On this week's episode of The Physician Philosopher podcast, DR.Lisha and I give you five financial tasks that doctors absolutely must take care of in order to be financially secure. So, take a listen on your favorite podcast listening platform as we talk about how doctors can gain financial independence in order to live a fulfilling life that is full of purpose, connection, and identity.  https://MDFU.co   https://thephysicianphilosopher.com/guides/three-kinder-questions/

Host Teri Barr is talking with Kimberly Palmer, Credit Card and Personal Finance Expert with NerdWallet, to learn about the five specific financial tasks to tackle before the end of the year. Hard to believe 2021 is quickly coming to a close, but before it does, there are some financial tasks you'll want to conquer right now. Kimberly explains and shares some great ideas to easily get through your "to do" list. And she has some simple tips to get the new year started on the right financial foot, too. Support the show: https://omny.fm/shows/pennywise See omnystudio.com/listener for privacy information.

With fall officially here, how ready are you feeling for the final quarter of the year? Sean and Liz give you five financial tasks to take on this fall, including checking in on your money goals for the year and how to optimize your retirement savings.  Then Sean is joined by occasional Smart Money co-host Sara Rathner to talk about kid debit cards — when they're useful and whether there are any risks with these products. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com.

With fall officially here, how ready are you feeling for the final quarter of the year? Sean and Liz give you five financial tasks to take on this fall, including checking in on your money goals for the year and how to optimize your retirement savings.  Then Sean is joined by occasional Smart Money co-host Sara Rathner to talk about kid debit cards — when they're useful and whether there are any risks with these products. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com.

Small business accounting involves keeping receipts of all the sales and purchases so that a transactions summary is kept. Small businesses can think about accounting outsourcing solutions for better management. Know more about a financial tasks for small businesses..

In this week's podcast, Russ Kinnel finds options for inflation protection, Christine Benz assigns us some tasks for the last days of summer, Kris Inton discusses the budding cannabis industry, and Ben Johnson explains how a fund's rebalance affects returns.

Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to be had. Video recap: https://youtu.be/aCuc4zsi3SE But with that fun can come extra spending. Now that we are halfway through the year, this is a fantastic time to check in with your finances.  This week, we let Chad and Mike have time off to enjoy their summer fun, so Grayson Blazek joins me to discuss 10 financial tasks for you to complete before summer comes to an end. Don't get caught unprepared, listen to this episode to hear which key financial areas you should focus your attention on before the end of the year.  10 Key financial areas to evaluate mid-year How is your spending changing now that we are (somewhat) post-Covid? Now that life is getting back to normal, how have your spending habits changed? It's important to be aware of where your money is going. Start tracking what you have been spending on eating out, entertainment, and travel. Becoming aware of these expenditures will help you create a post-Covid spending plan. How has travel impacted your spending plan? Was your travel money previously going towards something else? Can you ease back spending in other areas to increase your travel budget? Make sure to shop around to get an understanding of prices before you rush into a big purchase. Post-Covid, many people are going on ‘one-time' trips. But ask yourself, is this really a one-time thing?  How do your childcare spending habits change in the summer? For many families, summer is more expensive since there are summer camps and extra daycare costs. But for private school families, costs may decrease during the summer. If you have a child that is aging out of daycare to start school, don't let that money simply enter back into your monthly cash flow. Think about how the money could be better spent. Are you maxing out your 401K or Roth contributions? Consider how you could distribute that money to savings.  Check your recurring services. Many of us increased our subscription services during the pandemic. Now is a good time to reevaluate whether you still need them. Do you still need grocery delivery or Doordash? Consider what you could cancel now that other spending areas are starting to creep back into your budget. Revisit your retirement savings. It's much easier to adjust your savings levels now than to try and play catchup in November or December. Make sure that you utilize your full employer match and consider what to do if you have already hit your yearly max in your Roth or 401K. Are you missing a savings opportunity? Your retirement savings may come directly out of your paycheck, but are you automatically diverting other savings? Think about other areas where you could be saving money: an HSA, college savings fund, or even a brokerage account. Listen in to hear about the changes in the FSA limits. Consider the child tax credit. Many Americans saw the child tax credit hit their bank accounts in July. Before another one hits, reevaluate where you fall on the tax credit spectrum. Consider how your income will change in 2021 and think about if you should opt out or if you may need to pay that tax credit back come tax time.  Start constructing your tax plan. Think about how your tax situation may have changed this year. Do you have enough taxes withheld?  Have your circumstances changed? Did your goals change from 2020? Have you landed a new job? Have you seen a reduction in income or an increase in income? How may this affect your goals? Review your estate plan. Do you have all of your documents in place? Reevaluate your documents to ensure that they are current and still make sense.  Focusing on these ten areas now can set you off on the right foot for the fall. Listen in to learn how you can enhance today and enrich tomorrow. Outline of This Episode How is your spending changing? [2:12] How does travel impact your plan? [3:15] How does summer impact your childcare spending [4:24] Take a look at recurring services [5:45] Revisit retirement savings [7:28] Are you missing a savings opportunity? [8:40] Child tax credit [11:06]  Start constructing your tax plan [13:38] Have your circumstances changed? [14:40] Review your estate plan [16:33] Resources & People Mentioned Tips for Avoiding a Post-Covid Spending Boom Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/  Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts  Stitcher  Google Play

In this week's podcast, Christine Benz gives us some financial tasks for July, we highlight three stocks that should be on your watchlist, Dan Kemp tells investors what to consider before buying crypto, and Christine Benz shows retirees how to see if their plans are tough enough to withstand inflation. 

When it comes to money, there are some things you need to just start doing. Other tasks you should contemplate and make sure you get them correct before rolling into action. Knowing which-is-which could be the difference between success and failure. Today our roundtable group of award-winning financial commentators discusses a few tasks they think fit into either category. Our guest contributor is the guy behind Richest Life planning in metro Atlanta (and one of our favorite people), Beau Henderson. Beau is joined by regular contributor Paula Pant from the Afford Anything podcast and our very own OG. It's a dynamic, fun discussion. After we finish our discussion, Joe sits down with a just-in-time interview with Angelo Poli, the man behind MetPro, our favorite health and wellness brand. Summer is rolling into full force, Americans are eating out more than ever, and restaurants are more than ready to push out food that tastes great but might not be in your best interest. Angelo shares some great tips on how to maintain your peak mental and physical shape while still enjoying the summer. In fact, with a few of Angelo's tips, we actually think you'll love summer even more. Do precious metals have a place in your portfolio? Our contributors tackle a question from one of our listeners who wonders if the commodity has a place alongside his 401k and brokerage accounts. Of course, they all have opinions. Enjoy! Learn more about your ad choices. Visit megaphone.fm/adchoices

There was a time in the not-so-distant past when bookkeeping and accounting tasks were all completed on paper. If that were still the case, I can assure you that I would not have shifted my career to the world of accounting and finance. Ha! Like with most industries, technology and software have dramatically changed accounting and bookkeeping for the better, but there is an oddly “old school” mentality around it that is still prevalent today. Let's be clear: there is absolutely no reason you should be running your online business like it's the 1970s just because your bookkeeper and/or accountant hasn't caught up to modern financial practices.  That's why for today's episode, we discuss: The role of bookkeeping in a modern online business The tasks that bookkeepers and accountants used to manage for small businesses, but don't need to anymore The software and the team members our clients lean on to make sure their internal financial tasks are taken care of each month Why invoicing should be done outside of your bookkeeping software and why most online businesses shouldn't be invoicing in the first place Our favorite payroll software and why it's made payroll for small businesses so much easier to manage

Sign up for the Bookkeeping Basics Bootcamp here and take control of your business financials and learn how to manage your own books!  Let's connect! Business Minded Mama Facebook Community Instagram: @stephanieparenza

2020 is right around the corner and there are a few financial tasks we urge you to complete before the end of the year. Completing these tasks will help you kick off the new year on your best financial footing.

Year End Financial Planning Checklist The follow are some tips to maximize your financial situation. I know there isn't much time left, but here are a few things you may want to take care of before 2018. 1. Take your Required Minimum Distributions (RMD) Except for your Roth IRA, most other retirement accounts (such as traditional and inherited IRAs) require you to take a Required Minimum Distributions (RMD) by December 31 if you're 70 1/2 or older. The penalty is 50% of the RMD amount. If you turned 70 1/2 in 2017, you have until April 1, 2018 to take your first RMD. April 1st of the year after you turn 70 and 1/2 is called your Required Beginning Date. However, delaying your RMD to 2018 will mean that you have two distributions in the same year and could put you in a higher tax bracket. Those 70 1/2 or older, you can donate all or a portion of their RMDs to charity. This contribution will not be counted as income on your tax return – unlike a typical RMD. 2. Maximize Itemized Deductions in 2017 With the changing tax law, the standard deduction is increasing and 2017 may be the last year to itemize deductions. For 2017, the standard deduction is $6,350 for single filers and $12,700 for joint filers plus you get a personal exemption on top of that of $4,050 per person. You compare your itemized deductions with the standard deduction and take the larger. In 2017, you get to add up your: mortgage interest and points, state taxes, property taxes, vehicle registration, charitable cash and non-cash contributions, financial and non-reimbursed business expenses (above 2% of your adjusted gross income) and medical expenses (above 10% of your adjusted gross income). For 2018 and beyond, the personal exemption goes away and the standard deduction is increased to $12,000 for single filers and $24,000 for joint filers. The deductions that you can itemize are limited to: mortgage interest (to a limit), state and local taxes (up to $10,000) and charitable contributions. You will not be able to itemize as much in 2018 and the standard deduction is much higher – so the chances of having itemizing deductions greater than the standard deduction are much less. Therefore, for 2017, as much as possible maximize your itemized deductions, because many of us will not get any tax credit for these after 2017. Make charitable contributions in 2017. The best ways to make these donations is with shares of appreciated stocks, mutual funds, or ETFs. Make in-kind (give stuff) in 2017. In Arizona, make your Arizona state credit contributions in 2017. Max them out, if you can – you have 5 years to use them up. Pay your 2nd half property taxes in advance, if they are not paid through an escrow company Pay your January mortgage payment in December If you get a medical deduction (more than 10% of your AGI in medical expenses) do more in 2017 – pay for glasses, contacts, hearing aids, dentist, … 3. Plan to Make Retirement Account Contributions Group 401(k) contributions must be made before December 31. Individual 401(k) and IRA contribution due date is not until April 17, 2018. If you need to adjust your 401(k) contributions, contact your HR department and change your withholding on any year end bonuses or paychecks. 4. Reduce Capital Gains Taxes You can reduce capital gains from mutual fund and ETF distributions by selling funds with losses by December 31. If your net losses exceed your gains, an additional $3,000 can be taken from ordinary income. Losses above $3,000 are carried forward to future tax years. 5. Plan to Contribute to Your Health Savings Account (HSA) You have until your tax filing due date each year to fund an HSA for the prior year. A high-deductible health insurance plan allows you to contribute $3,400 for an individual and $6,750 for families before taxes. Those 55 and older can contribute an extra $1,000 annually as well. 6. Spend Flex Savings Account Money

If you want to be successful in life, you’ve got get your financial ducks in line. In this episode, Kris Krohn goes over 8 Financial Tasks that you need to

If you want to be successful in life, you’ve got get your financial ducks in line. In this episode, Kris Krohn goes over 8 Financial Tasks that you need to complete by the age of 30 to set yourself up for a way better financial life. Millions of dollars is not a lot of money and with today’s technology its way easier to create than ever before. Forget society’s boring game plan of working for somebody else for 40 years and ending up broke—there is a better way!

The ladies are discussing prepping your pockets for baby! "Housewives of Potomac", "90 Day Fiance' Ever After", and "Life After Lock Up", will also be discussed. Fairy Topic: "Preparing for a Baby? Tackle These 15 Financial Tasks", www.NerdWallet.com Business Buzz: www.musiccityrhythmandrides.com Your Fairy topics, Fairy moments, and Bussiness Buzz's can be forwarded to: Itsnotafairytale615@gmail.com its_notafairytale on Instagram itsnotafairytale on Facebook it_fairytale on Twitter Please like, subscribe, comment and rate us. We can be heard on Anchor, iTunes, Spreaker, Stitcher, Spotify (itsnotafairytale), Google Pods (itsnotafairytale), and anywhere you listen to your podcasts.

If you want to achieve financial freedom, there are some things you need to check off of your list first. If you want a better financial life, here are 8

If you want to achieve financial freedom, there are some things you need to check off of your list first. If you want a better financial life, here are 8 financial tasks to do before you turn 30.

The post 9 Financial Tasks for the End of the Year appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post 9 Financial Tasks for the End of the Year appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post 9 Financial Tasks for the End of the Year appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post 9 Financial Tasks for the End of the Year appeared first on AIO Financial Advisors Fee Only Fiduciary.

Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. This week Damien talks about the three most important financial tasks that everyone should be doing. Also this week; Damien talks about peer-to-peer lending and covers off all the things you should be looking out for before you take the plunge The Best Pension Calculator On The Web - Try it now 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service.