Podcasts about high income

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Best podcasts about high income

Latest podcast episodes about high income

Modern Commerce
Skills You Should Have By Now

Modern Commerce

Play Episode Listen Later Jun 12, 2025 58:09


Today's story prompt is "skills you should have by now" or "things you should be better at, but aren't." Win on a future show1. share your story here: https://form.typeform.com/to/PDG5dYAa2. Comment below: what is a skill you should have by now? 00:00 - Intro: Frosty Prizes & Co-Hosts Introduced 00:17 - Story Prompt: Skills You Should Have by Now 00:41 - Submission 1: Parking Problems & Passive Driving 05:47 - Submission 2: Social Media Ex-Stalking & Real Estate Flippers 10:05 - Deep Dive: Insecurities, Alphas & Beta Content 17:11 - Submission 3: Grandma Hates Babysitting 20:35 - Parenting, Dairy Drama & The Fiber Plug 26:05 - Submission 4: Bald Guys Named Steve 27:14 - Submission 5: Tech Troubles & Button Mashing 30:14 - Submission 6: Dirty Talk Gone Wrong 34:33 - Submission 7: The Curse of Being Too Interesting 38:00 - Submission 8: High Income, Low Cash 42:50 - The Winner Revealed: Savage Grandma Rant 45:05 - Story Authors Unmasked (Plot Twist!) 48:00 - Wrap-Up: Submit Your Story & Win Prizes Learn more about your ad choices. Visit megaphone.fm/adchoices

Sisternomics
How to Negotiate the Pay You're Worthy of: Two Pros Break it down step-by-step (encore)

Sisternomics

Play Episode Listen Later Jun 5, 2025 36:07


Cheryl and Priscilla did not come here to play so we had to bless you with a replay! You see, most women were never taught the art of negotiating salaries that reflect their worth and expertise…but you gone learn today! It's time to break the cycle of undervaluing yourself in the marketplace. Through personal anecdotes, Priscilla and Cheryl share their journeys of negotiating higher salaries and the pivotal role coaching has played in empowering them to demand their worth.  They're literally telling you step-by-step and almost word for word, how to ask big and actually get what you deserve. Want to skip to the juicy parts? Here's where you can find them: 03:22 What keeps us from asking for the big bucks? 05:08 Personal Journeys: From Fear to Fearlessness 08:01 The Power of Coaching and Mentorship 15:24 Strategies for Successful Salary Negotiations 18:33 Mastering Virtual Negotiations 19:02 Expanding Negotiation Beyond Salary 19:36 A Real-Life Negotiation Story 21:13 The Power of Negotiating Benefits and Bonuses 22:08 Raising Your Fees as a Full-Time Entrepreneur 22:31 The Importance of Self-Worth in Setting Fees 25:33 The Role of Mindset in Achieving Your Worth Connect with Dr. Priscilla Q. Williams, RN on LinkedIn here Cheryl Grace's website is powerfulpenny.com   After a successful corporate career spanning more than 25 years, hermission is to empower women to confidently live the life they SAY they want to live at work, in love, and at home by coaching them on how to be intentional about the choices they make. Grab her resources:  What to Say When Asking for a Raise (Script) here How to Shrewdly Negotiate the Salary You Deserve (Webinar) here ============ Sisternomics is honored to be partnered with ProBlk Health, a Black woman-owned supplement company committed to our wellness. Tap in and get a full year of discounts at: problkhealth.com/discount/sister20 ============ Share/Rate/Review this episode on Apple Podcasts, Spotify and wherever they let you do so. It helps Sisternomics grow. Thank you for listening! Sisternomics is produced by OverFlow(R) Enterprises, a black, woman-owned coaching and content creation company.  

The College Planning Edge
Financial Aid Myths for High-Income Families (Debunked!)

The College Planning Edge

Play Episode Listen Later Jun 5, 2025 89:50


Think you make too much to qualify for college financial aid? Think again. In this episode, college advisor Andy Lockwood interviews CPA Rick Darvis to reveal powerful, little-known tax strategies that high-income business owners—especially lawyers, doctors, and entrepreneurs—can use to potentially unlock tens of thousands in financial aid. ✔ The #1 mistake high-income families make on the FAFSA ✔ Why most accountants miss these college tax strategies ✔ Legal ways to reposition assets and income ✔ How business owners can still qualify for need-based aid ✔ What to do now if you have kids heading to college

Cash Flow Connections - Real Estate Podcast
From the Cockpit to Capital: Tax Strategies for High-Income Earners - E1077 - TT

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Jun 3, 2025 36:06


In this Topical Tuesday episode, I spoke with Tait Duryea who is the CEO of Turbine Capital. He has over a decade of experience in single-family, multifamily, self-storage, industrial, mobile home parks, and short-term rentals. In early 2023, he co-founded the Passive Income Pilots, a financial education resource for aviators.   Be sure to tune in if you're interested in learning about: How real estate professional status (REP) can help offset active income with strategic tax planning. The short-term rental loophole and how it benefits high-income earners. Why oil and gas can be a compelling investment beyond the tax benefits and what risks to consider. How LPs should vet oil and gas opportunities, including operator experience and liability exposure. To your success, Tyler Lyons Resources mentioned in the episode: Tait Duryea Email Website Ebook   Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

DIGITAL LIFE - Marketing & Digital
Cos'è e perchè avremo il Reddito Elevato Universale (Universal High Income) - Ep. 244

DIGITAL LIFE - Marketing & Digital

Play Episode Listen Later May 26, 2025 15:14


Il futuro che ci attende.La soluzione all'economia mondiale è l'UBI (universal basic income) oppure l'UHI (Universal High Income)?

ClickFunnels Radio
From Head Trash to High Income: How to Break Through Your Income Ceiling with Dr. Noah St. John - CFR #765

ClickFunnels Radio

Play Episode Listen Later May 21, 2025 40:33


In this episode of ClickFunnels Radio, hosts Chris Cameron and Ben Harris welcome Dr. Noah St. John, renowned as the "Father of Afformations", creator of the 12-week Breakthrough program and mental health coach to Hollywood celebrities, professionals, and CEOs. The conversation dives into his journey as an author of 25 books, highlighting his first book, "Permission to Succeed," and his most popular work, "The Book of Afformations." Noah also shares insights from his latest book, "The Seven-Figure Expert," which he wrote with the ClickFunnels community in mind. Listeners can look forward to practical advice on achieving impact, influence, and financial freedom, as well as actionable tips for personal and professional growth! 7figureexpertbook.com breakthroughwithnoah.com

UBC News World
Affordable Debt Relief In Dallas: How High-Income Earners Cut Monthly Bills

UBC News World

Play Episode Listen Later May 21, 2025 2:24


Call Debt Redemption Texas Debt Relief at 214-623-5944 if you're looking for a debt management plan that fits your budget, and gets real results fast! Find out more at: https://debtredemption.com/debt-relief-in/dallas-texas/ Debt Redemption Texas Debt Relief City: San Antonio Address: 40 NE Interstate 410 Loop, Suite 565 Website: https://debtredemption.com/

The New Age Coach
High-Income Coaches Master Boring Reps

The New Age Coach

Play Episode Listen Later May 20, 2025 11:30


You don't need more offers, followers, or hustle.You need structure, retention, and a system that works — even when you're not “on.”

Retire Early, Retire Now!
5 Fastest Ways to Build Wealth for High-Income Professionals

Retire Early, Retire Now!

Play Episode Listen Later May 20, 2025 15:01 Transcription Available


Send us a textIn this episode of the Retire Early Retire Now podcast, hosted by Hunter Kelly, high-income earning professionals are guided through the five fastest ways to build wealth. The strategies covered include automating savings and securing employer matches, investing in equities, increasing income, practicing tax efficiency, and starting a business. The episode aims to assist listeners, primarily in their thirties and forties, who are in the wealth accumulation phase, helping them move towards financial independence or early retirement. Listeners are encouraged to share the podcast with friends and leave a five-star review to help spread financial knowledge.00:00 Welcome to the Retire Early Retire Now Podcast00:09 Introduction to Wealth Building Strategies01:43 Automate Your Savings and Get Your Employer Match04:27 Invest in Equities for Faster Growth07:43 Increase Your Income for Greater Wealth10:04 Maximize Tax Efficiency11:50 Start a Business for Exponential Growth14:04 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Kroyi munsem
You Can Appeal High Income Tax Or Take It To Court. - Michael Acheampong, Asst. Commissioner, GRA

Kroyi munsem

Play Episode Listen Later May 20, 2025 99:49


Michael Acheampong, Assistant Commissioner of the Ghana Revenue Authority, breaks down the basics of income tax, how to contest it if you think it's too high, and when to escalate the issue to court. Listen for clear guidance on taxes, exemptions, and more.

First Look ETF
First Look ETF: Active Strategies for Earning High Income and S&P 500 Investing

First Look ETF

Play Episode Listen Later May 17, 2025 17:32


In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Joe Becker, Director, Product Management at Innovator ETFs 3. Clark Allen, CFA, CPA, CAIA, Head of ETFs at Horizon Investments 4. Maurits Pot, Founder & CEO at Tema ETFs (X-feed @TemaETFs)*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

UBC News World
Texas High-Income Families Settle Debt Stress-Free With No Upfront Fees

UBC News World

Play Episode Listen Later May 8, 2025 2:44


Debt Redemption Texas Debt Relief (800-971-4060) offers a low-stress option if you're looking to break free from debt and live financially free. Get in touch today! Find out more at: https://debtredemption.com/ Debt Redemption Texas Debt Relief City: San Antonio Address: 40 NE Interstate 410 Loop, Suite 565 Website: https://debtredemption.com/

The Best of Weekend Breakfast
High-income earners don't seek financial advice, despite mounting debt.

The Best of Weekend Breakfast

Play Episode Listen Later May 4, 2025 13:24


Gugs and Resident Certified Financial Advisor, Paul Roelofse on what to make of a recent report by Momentum which found that there are many people in assumed high-net-worth environments ‘who are completely not financially literate’. WEEKEND BREAKFAST WITH GUGS MHLUNGU PODCAST BOILERPLATE 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live – 702 Weekend Breakfast with Gugs Mhlungu is broadcast on Saturday and Sunday between 06:00 and 10:00 (SA Time) on 702. There’s more from the show at https://www.primediaplus.com/702/702-weekend-breakfast-with-gugs-mhlungu/ Find all the catch-up podcasts here https://www.primediaplus.com/702/702-weekend-breakfast-with-gugs-mhlungu/audio-podcasts/the-best-of-702-weekend-breakfast/ Subscribe to the 702 daily and weekly newsletters https://www.primediaplus.com/competitions/newsletter-subscription/  Follow us on social media: 702 on Facebook: http://www.facebook.com/TalkRadio702   702 on TikTok: www.tiktok.com/@talkradio702  702 on Instagram: www.instagram.com/talkradio702  702 on X: www.x.com/Radio702  702 on YouTube: www.youtube.com/@radio702  See omnystudio.com/listener for privacy information.

FidelityConnects
Unlocking a floating-rate high income strategy – Eric Mollenhauer

FidelityConnects

Play Episode Listen Later May 1, 2025 29:12


Average loans are currently trading around 95 cents on the dollar - the lowest since November 2023. And today's guest sees opportunity in the discount. Still, it's not a market without its challenges. Investment sentiment is mixed, volatility has crept in, and there's a wide dispersion in pricing. But that's exactly where Fidelity's deep research and active management can shine. So what role can loans play in portfolios today? And how is today's guest looking to history to navigate the current landscape? Joining the show today to unpack the state of the loan market, and what it could mean for investors right now is Fidelity Portfolio Manager, Eric Mollenhauer.  Eric is the sub-portfolio manager of Fidelity Inflation-Focused Fund, and co-manages Fidelity Floating Rate High Income Fund. Recorded on April 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy | Escaping the 9–5 with a Remote Franchise with Neel Parekh

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Apr 23, 2025 32:26 Transcription Available


Ready to break free from the corporate grind and build a life of freedom, travel, and financial control? In this episode, Vinney “Smile” Chopra sits down with Neel Parekh, Founder & CEO of MaidThis® Franchise, the world's first fully remote cleaning franchise designed for Airbnb and vacation rental hosts.   Neel shares how he left private equity, launched a local cleaning business, and transformed it into a million-dollar franchise—all while backpacking through 55+ countries

Finding Financial Fitness
High-Income Earners' Guide To Investing & Time Freedom With Lindsay Gittens

Finding Financial Fitness

Play Episode Listen Later Apr 15, 2025 43:30


High-income earners often believe traditional financial advice is enough, but what if there's a way to accelerate financial freedom and reclaim your time? In this episode, Nino Gonzalez and Pei Chen welcome Lindsay Gittens, a Boston-based anesthesiologist and single mother, who's flipping the script on wealth building. Lindsay shares her journey from maxing out 401ks to aggressively pursuing alternative investments and achieving financial flexibility far sooner than expected. We dive deep into how she leveraged lines of credit, real estate strategies, and a relentless drive to take a $100,000 pay cut and still maintain her lifestyle while prioritizing time with her kids. Get ready for a candid conversation that challenges conventional wisdom and reveals the power of thinking outside the box, no matter your income bracket.

Amplified Impact w/ Anthony Vicino
2 High Income Skills All Of The Top 1% Have (so you should too) | Ep. 835

Amplified Impact w/ Anthony Vicino

Play Episode Listen Later Apr 10, 2025 8:48


LEAVE A REVIEW if you liked this episode!! Let's Connect On Social Media! youtube.com/anthonyvicino twitter.com/anthonyvicino instagram.com/theanthonyvicino https://anthonyvicino.com Join an exclusive community of peak performers at Beyond the Apex University learning how to build a business, invest in real estate, and develop hyperfocus. www.beyondtheapex.com Learn More About Investing With Anthony Invictus Capital: www.invictusmultifamily.com Multifamily Investing Made Simple Podcast Passive Investing Made Simple Book: www.thepassiveinvestingbook.com

Dental Marketing Goat
#159 Can You Win Here? A Deep Dive into a High-Income Dental Market Near DC

Dental Marketing Goat

Play Episode Listen Later Apr 7, 2025 13:34


Today we're doing a competitive analysis in a city just outside Washington D.C.—a high-income area that's packed with potential, but also packed with competition.We're going to walk through a few key things: 1. Income levels – We'll break down what kind of households live here and what kind of dentistry they're probably looking for.2. Competition – How many offices are in the area? Are they marketing well? What services are they pushing?3. Reputation – We'll look at what people are saying. Who has the reviews? Who's missing out? What can you do to get noticed?4. Patient attraction methods – What's working in markets like this? What makes high-income patients choose one office over another? And how do we help you become the obvious choice?This isn't just about numbers—it's about strategy. We'll give you some real data, talk through what we're seeing, and help you figure out:Can you win here—and if so, how?Let's get into it.Connect with our Host Here ⤵️Website: https://smcnational.com/Website: https://thegarybird.com_________Join Gary Bird, founder of 3x Inc. 5000 fastest-growing company, SMC National, as he shares proven dental marketing strategies to attract a steady stream of new patients. Whether you're a solo practitioner or part of a larger group, Gary offers actionable insights to help your practice thrive. Tune in Monday through Friday for expert advice on the latest dental marketing trends, real-world challenges, and effective techniques to drive sustainable growth.

The Life Money Balance™ Podcast
Why High-Income Earners Need Spending Plans Instead of Budgets

The Life Money Balance™ Podcast

Play Episode Listen Later Apr 2, 2025 19:44


In this episode, Dr. Preston Cherry challenges traditional budgeting and introduces reverse budgeting, a method that prioritizes personal values and guilt-free spending while ensuring financial security. He outlines a five-step approach: knowing your retirement number, automating finances, covering fixed costs, enjoying discretionary spending, and reviewing regularly. His approach emphasizes a holistic, flexible path to financial wellness.Takeaways:• Budgets can feel restrictive• Reverse budgeting prioritizes paying yourself first• Aligning money with values boosts well-being• Guilt-free spending is possible• Regular financial check-ins matterWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

The Life Money Balance™ Podcast
Is $1 Million Still Enough? The New Wealth Benchmarks Explained

The Life Money Balance™ Podcast

Play Episode Listen Later Mar 29, 2025 16:30


In this episode, Dr. Preston Cherry dives into how the concept of wealth is evolving and why being a millionaire isn't what it used to be.With inflation and rising living costs, the financial landscape has shifted. He shares key insights on income, net worth, and how to focus on your unique financial path rather than comparing yourself to others. Dr. Cherry also debunks wealth myths and offers practical strategies for long-term financial success.Takeaways:• $1 million isn't enough anymore• Only 10% of Americans are millionaires• Inflation weakens money's value• Focus on your financial journey• Define wealth beyond dollarsWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

Retire Early, Retire Now!
5 Proactive Tax Strategies Every High-Income Earner Should Implement This Year

Retire Early, Retire Now!

Play Episode Listen Later Mar 25, 2025 13:38 Transcription Available


Send us a textIn this episode of The Retire Early, Retire Now Podcast, Certified Financial Planner Hunter Kelly dives deep into five powerful, proactive tax planning strategies designed specifically for high-income earners. Stop treating tax planning as a year-end scramble and start maximizing your financial efficiency all year long.Key Topics Covered:Front-Loading Retirement Contributions:How to strategically maximize contributions to 401(k), 403(b), SEP, and Solo-K accounts.Understanding when to choose pre-tax vs. Roth contributions.Balancing cash flow and securing employer matches.Backdoor Roth IRA Conversions:Step-by-step breakdown of the backdoor Roth strategy.Avoiding pitfalls with the Pro Rata Rule.Why converting early in the year reduces tax complexity.Strategies to double Roth contributions for married couples.Optimizing Withholdings and Estimated Taxes:How to avoid IRS penalties and prevent giving the IRS an interest-free loan.Calculating safe harbor numbers and adjusting payments accordingly.Tax-Loss Harvesting Opportunities:Leveraging market volatility to capture investment losses.Reducing tax drag in brokerage accounts.How loss harvesting offsets future capital gains or ordinary income.Maximizing Charitable Contributions:Utilizing Donor Advised Funds for significant upfront tax deductions.Benefits of "bunching" charitable gifts to exceed the standard deduction.Bonus Tip: Family Income Shifting Strategies:How employing family members in your business can lower overall family tax liability.Teaching financial literacy and fostering early retirement savings for children.Additional Resources Mentioned:Episode on Pre-Tax vs. Roth ContributionsEpisode on Direct Index InvestingReady to take control of your tax planning? Schedule a complimentary consultation at PalmValleyWM.com and discover how proactive tax strategies can significantly enhance your financial future.Connect With Us:Subscribe to our YouTube channel for more insightful financial content.Leave a 5-star review and share this episode with anyone aiming to reduce their tax burden.Disclaimer: This podcast is for educational purposes only and should not be considered financial, tax, or legal advice. Please consult a professional advisor regarding your specific situation.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

The Life Money Balance™ Podcast
Tax-Efficient Retirement Strategies for For High-Income Business Owners

The Life Money Balance™ Podcast

Play Episode Listen Later Mar 22, 2025 18:07


In this episode, Dr. Preston Cherry breaks down how business owners can choose and use retirement plans to boost income, cut taxes, and maintain their lifestyle. He covers Simple IRAs, SEP IRAs, Solo 401ks, and cash balance plans while explaining key tax-saving strategies, like diversifying tax exposure and using Health Savings Accounts (HSAs).Takeaways:• Maximize income & tax savings• Choose the right plan• Solo 401ks = big contributions• Cash balance = higher limits• HSAs = triple tax benefitsWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

UBC News World
San Antonio High-Income Debt Management Helps Families Stop Creditor Harassment

UBC News World

Play Episode Listen Later Mar 21, 2025 2:33


Talk to the team at Debt Redemption Texas Debt Relief (210-503-1099) for friendly, approachable service - and you can find yourself debt-free in as little as 24-48 months! Find out more at https://debtredemption.com/debt-relief-in/san-antonio-texas/ Debt Redemption Texas Debt Relief City: San Antonio Address: 40 NE Interstate 410 Loop, Suite 565 Website: https://debtredemption.com/

Nuggets On The Go - Real Estate Tips By PropertyLimBrothers
109# Condo Buying Strategies And Harsh Truths for High-Income Singles

Nuggets On The Go - Real Estate Tips By PropertyLimBrothers

Play Episode Listen Later Mar 21, 2025 47:45


Many high-income singles in their 30s are rushing to buy condos for status and wealth preservation—but is it the right move, or just a costly mistake? In this follow-up episode of NOTG, George Peng, Phyllis Goh, and Yong Zhun from PropertyLimBrothers dive into the key considerations for self-employed professionals looking to enter the property market.   They discuss if new launches often are the better investment engine, talk about how to assess financial sustainability when taking on a mortgage, and share the pitfalls of herd mentality in property buying. The conversation also covers whether ‘rentvesting' can accelerate wealth-building, why the speed of exit is crucial, and what ABSD projections mean for investors. Beyond individual strategies, they also provide insights into HDB and non-landed property price trends in relation to GDP, as well as the Government Land Sales (GLS) programme and its influence on future housing supply.   For more expert perspectives on investment strategies and market trends, this episode equips self-employed professionals with the knowledge to make informed property decisions.   00:00 - Intro 00:39 - PERSONA B MAVERICK 03:43 - Phyllis' thoughts about Maverick 04:12 - Phyllis' real life client like Maverick 07:06 - George's advice that are looking for investment 13:21 - Yong Zhun's thoughts about Maverick 13:55 - Have you heard of F.I.R.E acronym? 14:19 - Retreat and rest 18:22 - Phyllis' consulting something with Melvin 23:48 - George's thoughts about what Phyllis' consult on Melvin 24:25 - Assuming Maverick is working on a bank 25:19 - George tells a story about a certain client 26:58 - George advice about first timer buyers 27:51 - George second client encounter 28:10 - Speed of exit 28:31 - Going back to Maverick 30:40 - One of strategy Maverick can adopt 33:13 - Straits Times article 34:18 - Yong Zhun's thoughts about the article 35:00 - Cooling measures 34:43 - A few things to look at 38:13 - Private residential price index 41:10 - Interesting Q1 41:18 - Supply and demand list 42:32 - HDB & Private Non-Landed Property Price Index 43:30 - Closing messages 46:29 - Other personas 47:32 - Outtakes

WITneSSes
Unlocking Success, Masculinity & High-Income Skills with A.D. The King Maker

WITneSSes

Play Episode Listen Later Mar 20, 2025 23:28


Witnesses Podcast - Featuring A.D. The King Maker   Episode Title: Unlocking Success, Masculinity & High-Income Skills with A.D. The King Maker   In this insightful episode of Witnesses, Ambassador Elisha welcomes A.D. The King Maker, a software developer, coach, and mentor who has transformed lives by teaching men how to embrace their masculinity, build high-income skills, and create lasting success.   What You'll Discover in This Episode:  

Retire Early, Retire Now!
Maximizing Wealth with Direct Index Investing: A Tax-Efficient Strategy for High-Income Earners

Retire Early, Retire Now!

Play Episode Listen Later Feb 25, 2025 22:01 Transcription Available


Send us a textIn this episode of 'Retired Early, Retired Now,' Hunter Kelly, a certified financial planner, introduces a unique investment strategy known as direct index investing. This strategy, historically accessible only to the ultra-wealthy, is now more widely available due to advancements in technology and zero trading fees. Hunter explains how direct index investing allows for significant tax efficiency through tax loss harvesting and customization. The episode elaborates on the criteria for effective use, such as high-income brackets, concentrated stock holdings, and charitable giving, and emphasizes the importance of professional advice for managing the complexity of this strategy. Ideal for high-income earners, the conversation provides valuable insights into minimizing tax liabilities and boosting long-term wealth.00:00 Introduction to Unique Investment Strategy00:34 Understanding Direct Index Investing01:45 Tax Efficiency in Brokerage Accounts04:06 Benefits of Direct Index Investing13:10 Managing a Direct Index Portfolio16:41 Criteria for Direct Index Investing21:08 Conclusion and Final ThoughtsDimensional Advisors Research PaperCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

The Life Money Balance™ Podcast
Why High-Income Families NEED These 3 Trusts

The Life Money Balance™ Podcast

Play Episode Listen Later Feb 25, 2025 16:32


In this episode, Dr. Preston Cherry breaks down estate planning trusts and why they matter for high-income and high-net-worth folks—not just the uber-wealthy. He explains three key types: Revocable Living Trusts, Irrevocable Life Insurance Trusts, and Charitable Remainder Trusts, showing how they help protect assets, reduce taxes, and ensure your wishes are honored.Key Points:• Avoid probate hassles• Stay in control (Revocable Trusts)• Reduce estate taxes (Irrevocable Trusts)• Support charities & save (Charitable Trusts)• Ensure asset protectionWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

Finishing Well
The 2025 Medicare Surtax For High Income Retirees AKA Irmaa

Finishing Well

Play Episode Listen Later Feb 22, 2025 28:07


Hans and Robby are back again this week with a brand new episode! This week, they discuss IRMAA aka the medicare surtax for high income retirees for 2025.  Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Big Picture Retirement
Inbox Questions | Should We Consider Roth Conversions with a High Income?

Big Picture Retirement

Play Episode Listen Later Feb 20, 2025 8:14


In this episode, Tammy asks about the pros and cons of doing Roth conversions in retirement to manage Required Minimum Distributions (RMDs) down the road. With $2.9 million in combined IRAs and current income of $196,000, she's concerned about future tax implications. While we can't give personal advice, we'll break down the potential benefits, drawbacks, and factors retirees like Tammy should consider when deciding if Roth conversions make sense.  If you're thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now!  Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517  Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the “Ask A Question” menu selection.  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.  Contact Devin's team at https://www.carrolladvisory.com/  Contact John's team at https://www.rossandshoalmire.com/   

Lead-Lag Live
Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification

Lead-Lag Live

Play Episode Listen Later Feb 20, 2025 54:59 Transcription Available


Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Join us as we uncover the strategic design behind HIPS and their resilience during tumultuous times, including the 2020 COVID-19 pandemic, all while emphasizing the critical role of diversification.We spotlight the remarkable stability of the HIPS income portfolio during market upheavals, highlighting its ability to maintain consistent income distributions when the going gets tough. You'll gain insights into the tax efficiency of HIPS and explore the nature of return on capital, debunking common misconceptions about pass-through securities' expense ratios. Together, we'll navigate the intricate relationship between inflation, wage stagnation, and the rising demand for yield-generating investment products, offering a comprehensive understanding of why HIPS stand out as a compelling option in uncertain economic climates.Additionally, venture into the innovative Yield Boost strategy, an options-selling approach that combines high yield generation with downside protection through selling out-of-the-money put options. We'll use Tesla as a case study to demonstrate how Yield Boost achieves impressive returns while minimizing NAV erosion. By comparing this strategy with HIPS, we reveal how both methods can cater to those seeking consistent income and total return in their investment portfolios. Tune in for a deep dive into crafting a well-rounded portfolio that meets fixed liabilities while offering income certainty and robust total returns.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of GraniteShares and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

The Personal Finance Podcast
12 Biggest Mistakes High Income Earners Make

The Personal Finance Podcast

Play Episode Listen Later Feb 17, 2025 60:25


 In this episode of the Personal Finance Podcast, we're going to talk about the 12 biggest mistakes high income earners make. How Andrew Can Help You:  Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count! Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining  Index Fund Pro! This is Andrew's course teaching you how to invest!  Watch The Master Money Youtube Channel! , Ask Andrew a question on Instagram or TikTok.  Learn how to get out of Debt by joining our Free Course  Leave Feedback or Episode Requests here.  Car buying Calculator here Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn't affect your credit score. Get started at chime.com/ Thanks to Fundrise for Sponsoring the show! Invest in real estate going to fundrise.com/pfp Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote. Go to joindeleteme.com/pfp20 for 20% off! Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Go to Acorns.com/pfp and start automating your investments and get a $5 bonus today!  Links Mentioned in This Episode:  Trust and Will Join our free live masterclass teaching you how to Master Your Money Goals in 2025! Sign-Up Here How to Put Together a Bulletproof Investment Plan (Set it and forget it!) How to Master the Skill of Spending With Jen Smith Connect With Andrew on Social Media:  Instagram  TikTok Twitter  Master Money Website  Master Money Youtube Channel   Free Guides:   The Stairway to Wealth: The Order of Operations for your Money  How to Negotiate Your Salary  The 75 Day Money Challenge  Get out Of Debt Fast  Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

ETF of the Week With Tom Lydon
ETF of the Week: NEOS Nasdaq 100 High Income ETF (QQQI)

ETF of the Week With Tom Lydon

Play Episode Listen Later Feb 13, 2025 10:44


VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Nasdaq 100 High Income ETF (QQQI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Invest in your greatest asset—yourself. Exchange is a financial services conference for advisors to strengthen their skills and develop across core dimensions of their professional portfolio. To learn more, visit https://www.exchangeetf.com/registration/

Student Loan Planner
Beyond the Basics: Smarter P&C Insurance for High-Income Professionals

Student Loan Planner

Play Episode Listen Later Feb 7, 2025 48:36


Most people treat insurance as a set-it-and-forget-it expense — but that approach could be costing you. We're going beyond the basics with industry experts Bobby Jackson and Taylor Walker from Rhodes Advisors to unpack the forces driving rising property and casualty (P&C) insurance costs. Y ou'll learn why premiums are climbing, how natural disasters and market trends play a role, and what brokers bring to the table. We'll also explore strategic claim filing, the importance of your insurance score, and why personal cyber coverage is becoming essential. If you're a high-income professional looking to protect your assets and make smarter insurance decisions, this episode is a must-listen. Key moments: (06:56) Market trends and why insurance costs are rising while coverage gets tougher (18:45) Key factors to consider before switching insurance providers (28:35) How strategic claim filing and your insurance score impact premiums (36:14) The role of personal cyber coverage in protecting your credit and finances Link mentioned:  Visit Rhodes Advisors   Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts  Subscribe to the newsletter Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Get profession-specific financial planning Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!  

Washington in Focus
Weekend Edition | $45 Million EV Rebate Program Exhausted by High-Income Earners

Washington in Focus

Play Episode Listen Later Feb 1, 2025 24:00


(The Center Square) – Washington state's $45 million Electric Vehicle Instant Rebate Program for buying or leasing electric vehicles fell far short of promises to deliver environmental results and help middle-income people buy EVs, concluded a Washington Policy Center policy brief released on Wednesday. According to the Washington State Department of Commerce, the program provided up to $9,000 off a new EV lease for low-income drivers at the point of sale. The state agency claimed this translates into lease payments under $200 a month, well below the average gas-powered automobile payment of more than $700 a month.

Canadian Wealth Secrets
RRSP & TFSA Maxed Out? Next Step Strategies For High Income Earners

Canadian Wealth Secrets

Play Episode Listen Later Jan 17, 2025 22:08


Are you wondering what comes next after maxing out all your tax-efficient investment accounts?If you're a high-income earner who's already filled up your RRSP, TFSA, and other savings vehicles, you may be stuck figuring out the next strategic move to secure both your retirement and your legacy. The question of how to balance optimal returns and future tax liabilities can be overwhelming—especially if you're aiming for early retirement.In this episode, you'll discover a real-world example of an individual facing this exact situation, so you can learn a practical approach to reducing tax burdens, maintaining strong returns, and creating long-term stability for your loved ones. Even if you're comfortable with traditional investing, there are advanced strategies beyond your standard accounts that might be the missing piece in your wealth-building puzzle.Learn how to strategically integrate permanent insurance into your portfolio for enhanced tax and estate planning.Discover the benefits of transitioning part of your portfolio into a more stable, growth-oriented “fixed income” alternative.Uncover the advantages of blending conservative leverage and optimized asset allocation, so you can keep your wealth working at peak efficiency.Start listening now and get the step-by-step framework you need to optimize your investments and protect your family's financial future!Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. For business owners, navigating the complexities of corporate structures, tax implications, and investment strategies can feel overwhelming. From understanding capital gains rules to leveraging life insurance for wealth optimization, the right approach can transReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Passive Income Pilots
#93 - Stock Market Insights and Tax Strategies for High-Income Earners with Brian Feroldi

Passive Income Pilots

Play Episode Listen Later Jan 14, 2025 55:19


In this episode, Tait Duryea and Ryan Gibson welcome Brian Feroldi, author of Why Does the Stock Market Go Up? to unpack the fundamentals of the stock market and explain strategies tailored for pilots and high-income professionals. Brian demystifies the difference between Roth and traditional 401(k) contributions, shares insights into dividend investing, and explains how to identify great companies for long-term growth. He also offers advice on working with financial advisors and highlights why most investors are better off with index funds. Whether you're new to investing or looking to refine your strategy, this episode is packed with actionable insights.Brian Feroldi is a stock market expert, author, and financial educator who has been investing since he was 19. Known for his straightforward approach to financial literacy, Brian wrote Why Does the Stock Market Go Up? Everything You Should Have Been Taught About Investing in School, But Weren't, a guide for beginners looking to understand the stock market and build wealth. With a passion for analyzing businesses and empowering individuals to make smarter financial decisions, Brian helps professionals navigate everything from 401(k)s to stock picking, while debunking myths about investing.Show notes:(0:00) Intro(01:20) Q & A: Roth vs. traditional 401(k) tax strategies for pilots(10:24) Brian's journey from gambling to investing in stocks(16:55) How the stock market works: An investor's perspective(24:55) What an overvalued stock market means(29:40) Brian's stock analysis checklist: What to look for in a business(36:13) Tax-loss harvesting explained(40:30) Should you hire an advisor for your 401(k)?(45:50) Diversification beyond stocks: Brian's personal portfolio philosophy(49:06) Volatility vs risk(52:10) Key takeaways from Brian's book Why Does the Stock Market Go Up?(54:42) OutroConnect with Brian Feroldi:Book: Why Does the Stock Market Go Up? - https://amzn.to/40w3lfJ Youtube: https://www.youtube.com/c/BrianFeroldiYTX: https://x.com/BrianFeroldi Instagram: https://www.instagram.com/brianferoldi Facebook: https://www.facebook.com/brian.feroldi — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

The Mediocre Alaskan Podcast
Episode 430 - Seeking challenges and high income skills

The Mediocre Alaskan Podcast

Play Episode Listen Later Jan 7, 2025 55:04 Transcription Available


In this episode, entrepreneur and author Danny Lehr and I discuss his first book Win Your Next Hour. We discuss high income skills, why it's important to have at least one, opportunities that come with seeking challenges, similarities between weightlifting, business, and the need for consistency and dedication across different life pursuits. Danny also talks about the importance of saying 'yes' to new experiences and how familial resilience has shaped personal endeavors.  Danny's book is available here. Check out the On Step Alaska website or subscribe on Substack for articles, features and all things Alaska. Thanks to the sponsors: Sagebrush Dry (Alaskan-owned business that sells the best dry bags you can buy.) Alpine Fit (Premium outdoor layering from another Alaskan-owned business.) Backcountry Hunters and Anglers

Retire Early, Retire Now!
Tax Season Made Simple: Key Documents High-Income Earners Need

Retire Early, Retire Now!

Play Episode Listen Later Jan 7, 2025 15:47 Transcription Available


Send us a textIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly from Palm Valley Wealth Management dives into all things taxes to help you prepare for the 2024-2025 tax season. Learn how to organize and manage essential tax documents including W2s, 1099s, K1s, and more. Discover common income-related documents, tips for staying organized, and the importance of communication with your CPA and financial advisor. Whether you're a high-income earner with complex tax situations or someone filing simple returns, this episode is packed with valuable insights to minimize errors, avoid penalties, and optimize your financial planning.00:00 Welcome to the Retire Early Podcast01:14 Importance of Tax Organization02:28 Common Income-Related Documents08:50 Business and Real Estate Tax Documents11:52 Tips for Staying Organized14:32 Conclusion and Final AdviceCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Wise Money Tools's Podcast
Ep 327 - Ultimate Tax Saving Tips 2025: How to Reduce Taxes for High Income Earners

Wise Money Tools's Podcast

Play Episode Listen Later Jan 4, 2025 8:16


Retire Early, Retire Now!
Top 5 Financial Planning Tips for High Income Earners in 2025

Retire Early, Retire Now!

Play Episode Listen Later Dec 31, 2024 24:04 Transcription Available


Send us a textIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, reintroduces himself and the mission of the podcast. Aimed at simplifying financial planning for high-income earners, especially physicians and attorneys, the episode covers essential financial strategies to undertake at the beginning of the new year. Topics include reassessing financial goals, tracking net worth, adjusting savings rates, optimizing investments, reviewing insurance, and planning for major expenses. Hunter offers practical tips on using technology for better financial management and emphasizes the importance of periodic check-ins to ensure financial goals are met.00:00 Welcome to the Retire Early Podcast00:31 Introduction and Podcast Mission01:53 Five Financial Planning Checklist Items for High Income Earners02:47 Checklist Item 1: Reassess Your Financial Goals12:02 Checklist Item 2: Review Your Tax Strategies14:39 Checklist Item 3: Optimize Your Investments18:24 Checklist Item 4: Review Your Insurance19:14 Checklist Item 5: Plan for Major Expenses23:04 Conclusion and Call to ActionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

How Did They Do It? Real Estate
SA1023 | Empowering Doctors and High-Income Professionals to Invest Passively Through Education with Dr. Jonny Withanachchi (Jonny Walker)

How Did They Do It? Real Estate

Play Episode Listen Later Dec 24, 2024 37:06


This week's episode with Dr. Jonny Walker tackles many aspects of passive investing that every doctor or medical professional should know and what education could do for a successful investment journey!Join us for another valuable conversation as Dr. Jonny explains how he's empowering people to see the power of real estate, the advantages of going to the passive side of investing, ways to minimize risks as an investor, and more relevant topics!Key Points & Relevant TopicsHow Dr. Jonny discovered real estate investing and transitioned from single-family to commercial spaceThe importance of having the right passive investing strategy to enjoy the benefits of real estateThe value of mentorship and education in minimizing mistakes in real estate investingThings doctors should realize about the passive and active side of investing in real estateThe most important thing to know in any form of passive investmentWays to evaluate deal sponsors and assess their capability in solving challengesDiversifying portfolio into different investment vehiclesResources & LinksCreating Wealth: Retire in Ten Years Using Allen's Seven Principles of Wealth by Robert G. AllenApartment Syndication Due Diligence Checklist for Passive InvestorAbout Dr. Jonny WithanachchiDr Janatha Withanachchi, a veteran endodontist in the NJ/NY area, immediately began investing in single-family houses (SFH) soon after graduating. After several investment Single Family Homes, he realized that this was not the best way to create meaningful cash flows; nor to accumulate wealth. This led him to commercial real estate which he soon found was a better way at building significant cash flows as well as much larger deals.  Walk of Wealth and their equity partners have invested in over $381 million dollars of real estate in growing markets with high demand for ever scarce ‘workforce' housing.Get in Touch with Dr. JonnyWebsite: https://walkofwealth.com/ Youtube: Walk of WealthFacebook Group: Financial Freedom for Dentists

Optimal Finance Daily
2977: If You Are Young And Have A High Income: Treat It As A Windfall by Kevin of Financial Panther on Freedom

Optimal Finance Daily

Play Episode Listen Later Dec 21, 2024 11:35


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2977: Kevin of FinancialPanther.com shares a personal story of financial discipline, turning his high-income early career into a springboard for financial freedom. By resisting the temptation to indulge in a lavish lifestyle, he paid off significant student loans within 2.5 years and gained the flexibility to pursue a more fulfilling job. His advice encourages young professionals to treat their early high earnings as a windfall, focusing on long-term stability rather than short-term status. Read along with the original article(s) here: https://financialpanther.com/treat-high-income-as-a-windfall/ Quotes to ponder: "If my closest friends were making less than half of what I was making, then why not just live like I was making that too?" "Most of your peers aren't big shots. It won't look weird if you live modestly right now." "You never know what the future may hold and you want to give yourself the flexibility to do what you want to do and not be dictated by what your monthly payments are." Episode references: Financial Independence, Retire Early (FIRE) movement resources: https://www.choosefi.com The Total Money Makeover: https://www.amazon.com/Total-Money-Makeover-Classic-Financial/dp/1595555277 Learn more about your ad choices. Visit megaphone.fm/adchoices

SaaS Growth Stacking - with Dan Martell
7 High Income Skills of the Top 1%

SaaS Growth Stacking - with Dan Martell

Play Episode Listen Later Dec 18, 2024 22:03


>> Get The Book (Buy Back Your Time): https://bit.ly/3pCTG78  >> Subscribe to My Newsletter: https://bit.ly/3W2tjp2 I'm going to share with you the only 7 skills to create unlimited wealth. These skills are what the top 1% earners use to attract wealth into their lives. They're the same skills I used to go from broke at 23, to building a 100M dollar empire. Hope you enjoy! IG: @danmartell X: @danmartell

The Money Insights Podcast
Top 10 things high-income earners waste money on | #182

The Money Insights Podcast

Play Episode Listen Later Dec 16, 2024 47:23


Wasting money can look and feel a lot of different ways. Whether it's subscriptions, overpriced financial advisors, or fancy new cars, where could you be saving your money? In this episode, Christian and Rod break down 10 things they see high-income earners frequently waste money on.   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.   Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast

C-SPAN Radio - Washington Today
Weekend Edition: The Fall of Assad Regime, RFK Jr.'s HHS Secretary Nomination, and High Income Taxpayers Earnings

C-SPAN Radio - Washington Today

Play Episode Listen Later Dec 14, 2024 29:59


First, we discuss the fall of Bashar Assad's regime in Syria after 24 years in power, and what to expect from the rebel alliance which overthrew his government. That conversation with Michael O'Hanlon of the Brookings Institution. Next, Former Acting CDC Director Dr. Richard Besser will join us to discuss Robert F. Kennedy Jr.'s nomination as Health and Human Services secretary. Plus, Tax Foundation's Senior Economist Erica York discusses new research on how much wealthy Americans pay in federal taxes.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Allworth Financial's Money Matters
Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

Allworth Financial's Money Matters

Play Episode Listen Later Nov 23, 2024 45:08 Transcription Available


On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackle listener questions, including one about ensuring financial stability for a younger spouse and another on optimizing Social Security benefits for long-term security. Later, in a lively discussion with Allworth's Director of Client Experience, Victoria Bogner, they examine the potential impact of political changes on tax policies, interest rates, and Social Security. They also discuss how tariffs and trade disputes impact the economy and highlight the importance of tax planning for high-income earners.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Business Casual
High-Income Shoppers Flock to Walmart & Jersey Mike's $8B Bet to Take On Subway

Business Casual

Play Episode Listen Later Nov 20, 2024 29:15


Episode 457: Neal and Toby recap Walmart's latest earnings report that shows the retail giant is in a very healthy spot heading into the holiday season. Then, private equity firm Blackstone acquired a majority stake in Jersey Mike's Subs that could make the sandwich chain the new sandwich leader. Next, Jaguar reveals a brand new set of logos and designs, signaling its move to ultra-luxury in the electric vehicle segment. Is this the right move? Meanwhile, Northwestern unveils a brand new stadium project that could put professional sports stadiums to shame. Lastly, the biggest headlines to close out your day. Booyah! Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Get your Morning Brew Book of Crosswords HERE: shop.morningbrew.com Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

Refresh Your Wealth Show
#541 CPA EXPLAINS: Optimal Order Of Investing For High Income Earners

Refresh Your Wealth Show

Play Episode Listen Later Nov 5, 2024 34:39 Transcription Available


In this episode of the Main Street Business Podcast, host Mark J. Kohler and Mat Sorensen break down essential strategies for high-income earners looking to maximize their retirement contributions. Learn how to utilize "backdoor Roth" and "mega backdoor Roth" methods to surpass traditional contribution limits, gain insights into employer matches and after-tax contributions, and explore the powerful role of Health Savings Accounts (HSAs) as part of your retirement plan.Here are some of the highlights:Mark and Mat address the misconception that retirement accounts aren't beneficial for high-income earners due to contribution limits.Emphasize the importance of planning together with one's spouse to understand and align on retirement goals.Introduction to "spousal backdoor Roth IRA" for married couples to maximize their contributions.Advise against prioritizing college savings over retirement contributions, emphasizing the need to secure one's own financial future first.In-depth discussion on advanced retirement strategies for self-employed individuals, including cash balance plans and defined benefit (DB) plans.The concept of "match and out," where one contributes enough to receive employer matches and then focuses on other accounts.Mark and Mat encourage listeners to seek professional advice to maximize their retirement contributions and achieve financial security. Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Curious what my new certification is all about? Learn More Looking to connect with a rock star law firm? KKOS is only a click away! Grab my FREE Ultimate Tax Strategy Guide HERE! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

The Money Insights Podcast
How high-income earners can slash taxes and build wealth with Mr. Economy | #176

The Money Insights Podcast

Play Episode Listen Later Nov 4, 2024 55:22


David Perez is the #1 Tax Strategist known for helping high-income earners reduce or eliminate their tax liability by implementing advanced tax strategies. David is passionate about helping his clients join the Elite 3% of taxpayers who make over $200,000 and pay $0 in federal taxes. In this episode, Christian and Rod sit down with David to talk all things tax strategy, equipment leasing, and deferring taxes to build wealth.   Connect with David: Website: davidaperez.com Facebook: David A. Perez YouTube: @iamdavidaperez   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.   Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast