Podcasts about high income

✅ Former FBI agent turned entrepreneur Jody Donaldson reveals how he went from government service to building a powerful portfolio of real estate investments, franchise businesses, and personal growth systems. Whether you're feeling stuck in your career or seeking financial freedom, this episode offers actionable answers to your biggest questions.Are you navigating the emotional toll of a job you've outgrown? Want to shift from a high-stress career to one driven by purpose and passive income? You're not alone. Jody's journey speaks directly to professionals, especially those in high-income, high-burnout fields, who are exploring what's next.His unique experience as an FBI agent gave him the resilience, discipline, and structure that he now uses to grow multiple businesses while helping others shift from a fixed mindset to a growth mindset.

Send us a textIn this episode of the MoneyFitMD Podcast, Dr. Latifat breaks down one of the most surprising and painful realities in medicine today:Many physicians earning $300K–$500K+ are still living paycheck to paycheck.She walks through the evolution of MoneyFitMD  and shares the patterns she sees across thousands of women physicians. High income does not eliminate financial anxiety — skills do.Community accelerates wealth growth more than isolated effort.Financial margin is not a “beginner skill”—you need it at every wealth level.QUOTE WORTH SHARING“Making more money doesn't create margin. Skills do. And every woman physician deserves to feel financially safe — not just financially paid.”If you're tired of working this hard and still feeling financially stretched, the Money Left Over Workshop was built for you. Register now: moneyfitmd.com/moneyleftoverYou're making six or even seven figures—and still asking, “Where did all my money go?” The problem isn't your income—it's that you haven't learned how to have money left.The Money Left Over program gives women physicians the tools to uncover 4–5 figures in extra monthly cash and finally let your money start working for you.

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

The Essential Checklist for High-Income Earners: Maximize Your Financial EfficiencyWelcome to The Abundance Mindset Podcast! In this episode, we discuss the high income earner checklist, focusing on common financial patterns and mistakes. We dive into 401(k) maximization strategies, tax planning, cash flow systems, and more, providing questions and insights to help you optimize your financial decisions as your income grows. Not personalized advice, but a great starting point for thoughtful financial planning.

In this episode, we discuss a brand new critical income tax deduction for 2025, who is eligible to claim it, and some steps to take if your income is too high to claim the deduction.Want me to figure all of this out for you? Book a free breakthrough session at https://pacesetterplanning.com/contact/

This is a free preview of a paid episode. To hear more, visit www.louiseperry.co.ukMy guest today is Melissa Kearney, Professor of Economics at the University of Notre Dame and author of ‘The Two-Parent Privilege: How Americans Stopped Getting Married and Started Falling Behind.'We spoke about the experience of raising children in a low fertility society, why feminists should care about pronatalism, the cause of the massive recent dec…

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  ✅ Franchising is one of the most powerful paths to predictable business ownership for doctors, dentists, attorneys, and high-income professionals looking to diversify their income and reduce dependence on W-2 income streams. In this episode, franchise expert Jon Ostenson breaks down how today's market makes non-food franchising, service-based franchises, and semi-absentee franchises uniquely attractive — especially for investors seeking scalable, operator-supported businesses.If you've been searching for how to build alternative income, how franchising compares with real estate, what franchise ROI looks like, or what types of franchises fit busy professionals, this conversation answers those exact questions. Jon explains how different franchise models solve the common frustrations professionals face: lack of time, lack of proven business systems, and the desire for passive or semi-passive income. His “executive model” approach shows how a strong operator + franchisor support can help you run a franchise without replacing your full-time career.This episode gives clarity on what franchise categories are performing well, what to avoid, what makes certain brands strong investments, and how to conduct proper franchise due diligence. Jon also shares insights from helping hundreds of investors nationwide — showing you how the right franchise can deliver strong returns, tax advantages, and long-term asset value without the risks of startups or the delays of business acquisition. ⏱️ Timestamps — 15:36 Total Runtime00:00 – Welcome + Introduction00:28 – Why franchising is exploding01:45 – Why high-income professionals are entering franchising03:02 – What to look for in a franchise04:14 – Franchise ROI vs real estate06:18 – Best industries in non-food franchising07:15 – Who is buying franchises today?08:30 – Real examples of top-performing franchises10:00 – Franchising vs startups vs acquisition12:05 – Owner-operator vs semi-absentee vs passive models13:50 – Pitfalls to avoid + how Jon helps clients14:50 – How to connect with Jon OstensonTo connect with Jon, visit: https://www.franbridgeconsulting.com/

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa, Head of the National Tax Department at Hall CPA, sit down with Alex Savage, CPA, CFP, to unpack the Mega Backdoor Roth 401(k), one of the most powerful yet underutilized tax strategies for high-income earners. They break down how the strategy works, who qualifies, and why it can be a game-changer for those looking to build long-term, tax-free retirement wealth, all while balancing real estate investing and other income streams. From contribution limits and in-plan conversions to control group rules and timing, this episode covers everything you need to know to decide whether this advanced strategy fits your situation. You'll learn: - What makes the “Mega” Backdoor Roth 401(k) different from a traditional or standard Roth IRA - How high-income W-2 earners and solopreneurs can contribute up to $70,000+ in after-tax dollars - Why this strategy can help you manage future tax rates, Social Security taxation, and estate planning - The key testing and timing rules to avoid IRS pitfalls - When a Mega Backdoor Roth makes sense and when real estate might be the better play Whether you're a tech executive, business owner, or high-earning real estate investor, this episode gives you the clarity to determine if the Mega Backdoor Roth 401(k) belongs in your financial toolkit and how to use it strategically alongside your real estate portfolio. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Engineered Tax Services: https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation Get the Solar White Paper: www.therealestatecpa.com/solar-white-paper/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Rising U.S. debt could elevate long-term yields while the Fed has cut short-term rates, signaling potential opportunities in credit markets for fixed income investors. Nuveen's Mark Zheng, Portfolio Manager of the Nuveen Global High Income Fund (JGH), discusses the Fund's strategy and the market outlook going into 2026. Nuveen, the investment manager of TIAA, offers a variety of investment solutions including closed-end funds. A fixed income closed-end fund, the Nuveen Global High Income Fund (JGH) seeks to deliver high current income through a diversified portfolio of global high-income securities.

Welcome back to the show! In this episode, Steve discusses the distinction between individuals who are wealthy and those who have a high income. To the uninitiated, these might seem like the same thing, but the reality is entirely different. So what is the difference between the two? Join Steve and let him guide you! Please remember that Steve is always available to have a conversation via email. Send your questions, comments, and concerns over to AskSteve@TotalWealthAcademy.com today! 

This episode of the Mo Money podcast is on the five rules every high income Aussie should be following. In it, we're going to talk about the key mistakes that people make when their income starts to build, how to get the most out of the money that's there, what to do when it comes to your structure, your borrowing and tax planning, as well as how to protect downside with your money. So, this episode is perfect for anyone who's got a good income or aiming to get one and wants to know how to use it to its full advantage.   Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links:  Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking  Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697  Ben's books: www.pivotwealth.com.au/books  More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney  YouTube: https://www.youtube.com/c/BenNashPivot  Facebook: https://www.facebook.com/pivotwealth/  Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth     Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

In 2025, the question isn't just where you went to college or if you went at all. What matters, according to a Forbes article, is whether you can prove you have the skills to deliver. There are eight certifications to consider getting in 2025 to increase your earning potential and one of them is for cybersecurity. In this episode, host Paul John Spaulding is joined by Steve Morgan, Founder of Cybersecurity Ventures and Editor-in-Chief at Cybercrime Magazine, to discuss. The Cybercrime Magazine Update airs weekly and covers the latest news, interviews, podcasts, reports, videos, and special productions from Cybercrime Magazine, published by Cybersecurity Ventures. For more on cybersecurity, visit us at https://cybersecurityventures.com

Most people think financial success means taking huge risks, but there's one proven career path that offers both stability and high income, sales. In this episode, Kris Krohn shares how he used sales to become a multi-millionaire and how you can do the same without gambling your future. Learn the skills, mindset, and systems to consistently earn six figures and build lasting wealth through the power of sales.

Send us a textWe show high‑earning W‑2s how to cut taxes now, not months from now, and convert savings into immediate cash flow. We walk through year‑end tactics, stacking limits, overlooked credits, and why adjusting your W‑4 can supercharge wealth growth.Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/applyTake our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribe• Foundational strategies for high‑income W‑2 tax reduction• Year‑end actions still available in Q4• Real estate limits and how to stack credits• Turnkey short‑term rentals and cost segregation• Capital gains planning and expense acceleration• Solar credits and bonus depreciation on rentals• Adjusting W‑4 to unlock cash now• Reinvesting savings for compounding growth• Strategic Roth conversions in low‑bracket years• Building a multi‑year plan to preserve wealthGo to Prosperal, ProsperWithan L, CPA.com slash opportunity report, and you'll talk about how we can put that together for youProsperoCPA.com slash apply if you want to get started

Your 60-second money minute. Today's topic: High Income Shoppers Hit Walmart Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Grootes speaks to Craig Comrie, principal officer of Profmed Medical Scheme, about new limits on medical tax credits that are set to affect high-income earners. They discuss how these changes could increase out-of-pocket costs for wealthier taxpayers, the rationale behind targeting this group, and what it could mean for South Africans planning their healthcare and finances. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

High income earning coaches aren't working harder (I promise!). But they are working differently. In this episode, I share the five specific strategies I've identified that set them apart, and they're all things you can start applying right away to create more momentum in your own coaching business. What we cover: ✅ Why the most successful coaches sell to corporate clients instead of individuals. ✅ How they see LinkedIn as just one part of the ecosystem, not the whole picture. ✅ The importance of leaning into unfair advantages and personal networks. ✅ How systems save time, energy, and reduce the emotional weight of business development. ✅ Why daily warm outreach is the backbone of consistent client growth. I also share two exciting updates:➡️ A free live masterclass, The Business Growth Playbook for Executive Coaches: Your Pipeline to Consistent Clients, happening on October 21st (October 20th if you're in the US). Sign up at elliescarf.com/pipeline.➡️ The Corporate to Coach Accelerator opens right after the masterclass, with a special bonus (think - a big discount!) for those who book a call to learn if its a good fit for them. You can jump them queue and book in now if you are ready - elliescarf.com/bookacall.

You've been putting in the work, but your coaching business still won't break past that $3K ceiling.   What if I told you there are 5 high-income skills every fitness and nutrition coach must master to hit $10K months without burning out?   In today's episode, I pull back the curtain on the exact skills we teach inside our private mentorship that helps coaches sign high-ticket clients and scale online   Make sure you have your note pads or apps out and listen to the full episode.    Keep taking action, pursuing personal excellence, and impacting lives!   In This Episode, we discuss: 5 High Income Skills The Cost of Not Learning These Action Steps to Implement Right Away   Follow Us: Instagram: https://www.instagram.com/chrisandericmartinez/ YouTube: https://www.youtube.com/user/Dynamicduotraining   Attention Nutrition & Fitness Coaches: "Apply For Our Mentorship and Get a FREE 15 Min Business Consult”  See HERE   *Free High-Ticket Pathway Masterclass:   Discover How Nutrition and Fitness Coaches Install a Proven System That Adds Six Figures to Their Business Without posting endless organic content, sending 100's of cold DM's, and charging low ticket priced programs   Watch Here   See the full Show Notes to this episode here: https://www.liveadynamiclifestyle.com/podcast/5-high-income-skills-every-fitness-coach-needs-to-hit-10k-month/

Stephen Grootes and Graham Lee, CEO of Capitec, go through the bank’s latest results as South Africa’s largest digital bank posts a 26% rise in headline earnings to R8 billion. Capitec now serves 25 million clients, including 12 million youth, while high-income earners grew 24%. New offerings like cross-border transfers, youth credit cards and Capitec Connect devices continue to entrench its role as a daily-life enabler. In other interviews, consumer ninja Wendy Knowler unpacks whether you can get a full refund if you cancel a travel booking because a family member falls ill. The Consumer Protection Act allows refunds on cancelled advance bookings, but the amount depends on how early you cancel and the company’s chances of filling your spot. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Stephen Grootes and Graham Lee, CEO of Capitec, go through the bank’s latest results as South Africa’s largest digital bank posts a 26% rise in headline earnings to R8 billion. Capitec now serves 25 million clients, including 12 million youth, while high-income earners grew 24%. New offerings like cross-border transfers, youth credit cards and Capitec Connect devices continue to entrench their role as a daily-life enabler. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Summary This episode explores the newly expanded SALT (State and Local Tax) deduction under the One Big Beautiful Bill Act (OBBB), focusing on its impact for high-income earners and residents of high-tax states. Key Points Covered SALT Deduction Expansion: The cap on SALT deductions jumps from $10,000 to $40,000, a major relief for households earning under $500,000. This change is especially beneficial for taxpayers in high-tax states like New York, California, Connecticut, Illinois, Massachusetts, Maryland, and the District of Columbia. Contrast with Social Security Tax Deduction: The episode compares the substantial SALT deduction expansion to the more modest senior tax deduction discussed in previous episodes. Raises questions about fairness, fiscal responsibility, and political priorities. Personal Perspective: Travis shares insights from living in both New York (high-tax) and Tennessee (low-tax), illustrating how these policies affect different regions and income brackets. Tax Reform Details: Travis explains how the 2017 Tax Cuts and Jobs Act raised the standard deduction and lowered tax brackets, but capped SALT deductions at $10,000, which hurt high-tax state residents. The OBBB's increase to $40,000 allows more people in high-tax states to itemize deductions, potentially saving substantial federal taxes. Who Benefits Most: Estimated 10–15 million households could benefit, with an average household tax savings of $4,800. The total cost is projected at $72 billion per year, more than double the estimated $30 billion cost of the senior tax deduction. Political and Fiscal Implications: The episode discusses how the expanded SALT deduction disproportionately benefits higher earners in blue states, potentially incentivizing fiscal irresponsibility at the state level. Highlights the political divide and debates over who should benefit from tax reform and how it affects the federal deficit. Critical Reflection: Points out the hypocrisy in political arguments about tax breaks and deficit concerns, noting that those who criticize the senior deduction often benefit most from the SALT expansion. Suggests that voters in high-tax states should push for more fiscal responsibility at the state level. Takeaways The OBBB's SALT deduction expansion is a significant win for high-income earners in high-tax states, but raises broader questions about fairness and fiscal policy. Travis encourages listeners to consider the real beneficiaries of tax reform and the long-term impact on state and federal budgets.

In Part 2 of this Ask Me Anything Ryan and Kipp tackle real listener money questions - from Roth vs. traditional 401(k)s and how to start saving at 48, to scaling rental portfolios, buying land, and running a meat processing business. They also discuss high-income skills, the psychology of debt and “usury,” and whether cashing out investments to pay a low-rate mortgage makes sense. Packed with actionable prudence, blunt honesty, and practical frameworks for financial decisions. Tune in, take notes, and move to action. SHOW HIGHLIGHTS 00:00 - Intro 01:33 - Roth vs. Traditional 401(k) (Mike Cole) 04:22 - Biggest moves at 48 with nothing saved (Lonnie McIntyre) 10:57 - Scaling rentals: use equity or let it pay off (Jeremy Fulmer) 14:07 - Considering closing 401(k) to buy land (Mike) 16:57 - Starting a meat processing business (Jeff Kessler) 23:18 - Experience vs. price: creating convenience & premium services 26:21 - High-income skills & why connection matters (Jonathan Webster) 34:05 - Usury, debt culture & values (Jason Cole) 41:51 - Paying off mortgage vs. investing (Chris Edmondson) 47:35 - Iron Council / Order of Man promo & outro Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  ✅ Financial planning for high income earners is more than just choosing an investment account — it's about protecting your income, reducing taxes, and building a legacy. In this episode, Wallis Tsai, founder of Above Board Financial, shares her insider knowledge from Wall Street and years of advising physicians on how to make smarter, safer financial decisions.Doctors, dentists, and high-income professionals are often targets of bad financial advice — but Wallis explains how the right insurance strategies for physicians can be the difference between financial freedom and costly mistakes.She answers questions like:Do you really need disability insurance or long-term care coverage?When is whole life insurance a smart move vs. a sales pitch?How can you create a tax-efficient investing strategy that fits your career stage and personal goals?This episode is packed with wealth planning for physicians, how to evaluate your current insurance coverage, and how to avoid the traps that smart, high-achieving professionals often fall into. Wallis breaks it all down with clarity — whether you're just out of residency or planning early retirement.If you're searching for financial literacy for high income professionals, a better approach to legacy planning, or simply tired of one-size-fits-all advice, this conversation offers actionable insights to take control of your future.

Elon Musk on AI-Driven Universal Income, Microsoft Unbundles Teams, and Apple Eyes 5G from the Skies In this episode of #Trending, host Jim Love covers a range of tech topics. Elon Musk's predictions about AI and universal high income are met with skepticism, and Microsoft agrees to unbundle Teams from Office globally after an EU antitrust deal. Apple explores 5G coverage from high-altitude drones, while promising developments in 6G technology emerge. Meanwhile, OpenAI faces tensions over its restructuring plans, which could hold significant implications for the tech industry and regulatory landscape. 00:00 Elon Musk's Bold AI Predictions 02:14 Microsoft's EU Antitrust Deal 03:25 Apple's 5G from the Skies 04:55 OpenAI's Restructuring Tensions 06:56 Show Wrap-Up and Listener Engagement

In this week's behind-the-scenes episode of The FasterFreedom Show, Sam reveals how he's launching a new venture designed to help high-income earners grow their wealth through hands-free real estate investing—while simultaneously fueling all four of his existing companies: FasterHouse, FasterFreedom, Midwest Property Group, and STL Reno.He breaks down why busy professionals are looking for passive ways to build long-term wealth, how this model creates opportunities for them without the headaches of traditional investing, and why it's the perfect fit to tie together his flipping, property management, education, and renovation businesses. From streamlined systems and strategic deal flow to the ripple effects across his entire ecosystem, Sam shares how building for others ends up building for himself.If you've ever wondered how to create synergy between multiple businesses—or how to serve a specific audience in a way that drives growth across the board—this episode will give you a front-row seat to the strategy.FasterFreedom Capital Connection: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fasterfreedomcapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Free Rental Investment Training: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://freerentalwebinar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠

✅ Communication skills are more critical than ever—whether you're a doctor talking to patients or a business leader giving a presentation. In this episode, Ivan Wanis Ruiz shares tactical, science-backed strategies to help you speak so people listen, remember, and act.You'll discover how to improve client satisfaction by using customer communication techniques grounded in relationship-based care. Ivan's unique approach blends insights from public speaking tactics, professional wrestling, and even police interrogation to teach practical skills anyone can use.

Can oil and gas really be a smart play for high-income professionals? In this episode, Tait Duryea and Ryan Gibson sit down with Mark Fleming, petroleum engineer and Turbine Capital's oil & gas advisor, to break it down. From the basics of how drilling works to the tax advantages that can offset W2 income, you'll learn the realities of this often-misunderstood industry. The conversation covers political risk, environmental concerns, portfolio allocation, and many more. Whether you're curious about non-op partnerships, cashflow timing, or long-term energy trends, this episode gives you the insider perspective every pilot-investor needs.Mark Fleming is a petroleum engineer and oil & gas advisor with over 20 years of experience across Chevron, Hess, and EOG. He has also advised major banks on energy lending and helped startups navigate the public markets. Today, Mark serves as Turbine Capital's oil and gas advisor, guiding strategy and due diligence for private funds. His expertise spans drilling technology, unconventional plays, energy policy, and risk assessment, making him a trusted voice for investors seeking clarity in this complex sector.Show notes:(0:00) Intro(00:41) Why oil & gas still matters(05:20) Oil investing is long-term, not quick(08:16) Politics and pricing shape investor returns(11:42) Game-changing advances in drilling & fracking(13:03) ESG, environment, and energy reality(16:47) Oil plays vs. gas plays explained(19:26) Three ways to invest privately(24:21) Upstream, midstream, and key tax benefits(30:58) How to vet operators & reduce risk(45:05) Oil cashflow vs. real estate returns(49:22) OutroHelpful Links: Houston Bus Tour Registration: https://www.eventbrite.com/e/houston-self-storage-portfolio-bus-tour-tickets-1591575237379?utm_experiment=test_share_listing&aff=ebdsshios&sg=ed19105646f93b16506dd629ad293a6953b60f4c21904c87d174147bc25617d71f6099f588a1abb3a895fbbeef2578e057d6effbb7d6e124cd35f68fece2d51827faa0c5beabab7ede30c93969LinkedIn: https://www.linkedin.com/in/mark-e-flemingGuide to U.S. Tax benefits for Direct Oil & Gas Drilling Investments: https://drive.google.com/file/d/1DZBu5zH8dpotRFijs6-VmJo1HF4EvIIu/view?usp=sharing Bettering Human Lives Liberty Energy: https://drive.google.com/file/d/1BqCoKUbcWBiaeY6g9l1DDsQFUY8Y8y82/view?usp=sharing The Prize: The Epic Quest for Oil, Money & Power: https://a.co/d/bwwLzZq — 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.

Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital, about the reasons why so many high-income earners at times have no savings. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare tax for those with a high income.  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.

In this episode of Excess Returns, we sit down with Shawn Gibson and Eric McArdle of Liquid Strategies to explore the rapidly growing world of option-based ETF strategies. With the rise of covered calls, buffered products, and hedged equity funds, it's more important than ever for investors to separate smart solutions from risky marketing gimmicks. Shawn and Eric break down how their firm approaches overlays, income generation, and downside protection in a way that helps advisors and investors achieve better long-term outcomes.The evolution of options in ETFs and why adoption has acceleratedCommon flaws in covered call strategies and the risks investors missHow Liquid Strategies uses option overlays to add return, income, and downside protectionThe “Swiss Army knife” approach to using put spreads for multiple portfolio goalsThe importance of timeframe in option strategies and the debate around 0DTEWhy “high yield” products often just return investor capitalUsing options for true risk management and hedging vs. cosmetic protectionHow Liquid Strategies structures its ETF suite and interval fundsWhere hedged equity and bond overlays can serve as ballast in portfoliosStandard closing lessons for investors on staying invested and balancing risk00:01 – Introduction to Liquid Strategies and option-based ETFs02:34 – The rise of options in portfolios and industry evolution05:29 – Flaws in common options strategies08:19 – Covered calls: why they often disappoint12:00 – Balancing upside, downside, and income in overlays15:31 – What overlay strategies really mean20:19 – The “Swiss Army knife” of selling put spreads24:09 – Why timeframe matters and 0DTE options debate28:56 – How rates and volatility impact option overlays32:59 – The importance of systematic but flexible processes36:46 – High yield traps and returning investor capital43:04 – Using options for hedging and risk management46:47 – How advisors incorporate overlays into portfolios48:54 – ETFs vs. interval funds explained54:26 – Where overlays fit in today's asset allocation57:55 – Closing lessons for investors

High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retirement plan, and how it could be the wealth preservation tool you've been looking for. A high cash value life insurance policy can help facilitate tax-advantaged growth that standard retirement accounts may not be able to match. Many professionals spend a considerable amount of effort accumulating wealth for most of their life only to find themselves in a bind: their money is inaccessible with looming tax burdens. High Income professionals often face a dual tax burden where their current high income places them in a high tax bracket, reducing the net income they have available for investment. Meanwhile, the money you've diligently saved in your retirement plan will be subjected to potentially hefty taxes upon withdrawal later in life. Retirement accounts are great vehicles for long-term savings, but they lack flexibility, and you're penalized for early withdrawals leaving you without a readily available source of funds for unexpected opportunities or emergencies. For high income individuals grappling with these issues, a Specially Designed Life Insurance policy may be the answer. A Specially Designed Life Insurance (SDLI) policy utilizes a high cash value life insurance policy to facilitate tax-advantaged growth and offer flexibility that standard retirement accounts simply can't match. Cash value builds over time in the policy, growing in a tax-deferred basis mirroring the benefits of a retirement account, yet the cash value can be accessed at any time through a non-recognition policy loan. If properly managed, these policy loans have flexibility and are not required to be repaid during your lifetime and can be simply deducted from the death benefit or cash surrender value when the policy pays out. The SDLI strategy enables you to tap into your wealth when needed, providing the liquidity to seize investment opportunities or meet unexpected expenses. The policy loans do have an interest charged on them, but well-designed policies provide an opportunity to offset the interest. Not all life insurance policies offer the features necessary to execute the strategy effectively. It's a delicate balance that must be carefully managed and is best done with the help of a professional. This strategic tool offers several other key advantages for wealth management, asset protection and estate planning. In many jurisdictions, life insurance policies are protected from creditors providing a shield for your assets. Life insurance can also play a crucial role in balancing out an estate amongst surviving family members. A life insurance policy can also provide immediate liquidity to family members or business partners upon a death, ensuring the continuity of a business or farm without the need to sell off assets. Life insurance proceeds can also provide a tax free inheritance to your beneficiaries, helping to preserve your legacy. A common pushback against using life insurance as an accumulation vehicle is the perception that it is expensive and takes a long time to accumulate substantial cash values. This is because most common policies are focused on maximizing a death benefit instead of rapid cash value accumulation. While there is an undeniable cost associated with a special desire life insurance policy, it's crucial to consider this expense in contrast to the potential tax liabilities. Retirement account distributions are generally taxed as ordinary income. For a high income individual, this can be losing a substantial chunk of your retirement savings to taxes. In many cases, the cost of a Specially Designed Life Insurance policy could be a mere fraction of what the tax liabilities may be on an investment growth over time. The true cost of these policies become apparent only when considering the full financial picture, including current and future tax burdens, access to cash and long-term wealth accumulation. A Specially Designed Life Insurance policy is not a catch-all solution but rather a tool within the context of a comprehensive wealth management plan.     Mentioned in this episode: BrianSkrobonja.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify BuildBanking.com     Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™️, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™️ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. Any references to protection, safety or guarantees, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Skrobonja Insurance Services, LLC does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.

Darshan H. Brahmbhatt, Podcast Editor of JACC: Advances, discusses a recently published original research paper on Impact of Sex and Age on Trends of Mortality From Infective Endocarditis in High-Income Countries.

Austin Allison, CEO of Pacaso, talks about how home "co-ownership" is on the rise and how his company offers luxury real estate to customers. As he explains, the luxury home market is outperforming other income brackets, signaling that more people want to pay for "experiences" over "things."======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights from his career shift after the 2008 financial crisis and explains how high-income earners can benefit from oil and gas through tax deductions and bonus depreciation. They discuss key risks, the importance of transparency, and why advisors must understand alternatives to better serve and retain clients. Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steve Blackwell Website| LinkedIn    

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Bitcoin High Income ETF (BTCI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

Send us a textUnderstanding Coast Fire: Balancing Lifestyle and Retirement SavingsIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, delves into the concept of Coast Fire. This strategy helps individuals determine when they can ease off aggressive retirement saving while still ensuring a comfortable future. Kelly explains the mechanics of Coast Fire, emphasizing the importance of substantial early investments to allow for lifestyle flexibility later. He details practical steps, including front-loading investment, aggressive investing, balancing lifestyle, protecting against risk, and staying disciplined. This episode provides valuable insights for high-income earners in their 30s and 40s, navigating the trade-offs between current lifestyle enhancements and future financial independence.00:00 Introduction to Coast Fire01:04 Understanding the Concept of Coast Fire01:59 Is Coast Fire Right for You?07:03 Calculating Your Coast Number12:23 Practical Steps to Achieve Coast Fire23:32 Life After Achieving Coast Fire25:53 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

This is part three of my series on High Income Skills vs High Income Systems. Today, I break down points 7 through 9. Skills take discipline, you've got to show up and keep doing the work. But systems? They take vision. A good system can make you money even when you're not working. Skills get clients; systems keep them. Skills give you an edge, but systems turn that edge into an asset that pays you whether you're active or not. So let's get into it. Show Notes:  [00:58]#7 Skills require discipline. Systems require vision.   [14:10]#8 Skills attract clients. Systems keep them around.  [21:49]#9 Skills create an edge and systems create assets.  [24:33]Recap Power Presence Protocol

This is part two of my three-part series on High Income Skills vs. High Income Systems.In this episode, I break down how skills are like the engine but systems are the whole vehicle. Skills will get you paid, but systems are what build real wealth and freedom. Most entrepreneurs stay stuck doing all the work because they never build systems and that's why they never level up. Show Notes:  [01:01]#4 Skills are the engine. Systems are the vehicle. [08:17]#5 Skills get you started and systems generate wealth. [20:19]#6 Skills feed you and systems free you.  [27:56]Recap Power Presence Protocol

In this episode, I break down the difference between high income skills and high income systems. A lot of people build their business off of personal skill—something they can do and sell—but that's just one level. This is part one of a three-part series where I'll explain how skills and systems each play a role in your success, whether you're a solopreneur, a seasoned entrepreneur, or somewhere in between. You'll start to see where you currently operate and how you can grow from one space to the next. So let's get into it. Show Notes:  [03:23]#1 A skill pays one execution at a time or every time that the skill is delivered. [14:06]#2 Skills create value, systems create scale.  [22:36]#3 Skills are for performance.  [30:25]Recap Power Presence Protocol

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Krisstina Wise, a seasoned entrepreneur and educator in the real estate investing space. Krisstina shares her journey from real estate sales to education, emphasizing the importance of understanding cash flow, profitability, and the right money mindset for entrepreneurs. She discusses the significance of shifting from an income-focused mindset to a wealth-focused mindset, and provides practical strategies for building financial freedom through investments and financial literacy. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

>> Get The Book (Buy Back Your Time): ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3pCTG78⁠⁠⁠⁠⁠⁠⁠⁠⁠ >> Subscribe to My Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3If you're worried you might be building a career for a job that won't exist in 10 years, you should be. I've analyzed thousands of AI companies and market trends, and in this episode, I reveal the 6 highest-paying jobs that will survive the next few decades… plus the ones that are disappearing fast.

Jack Eustace, Governance and Policy Manager with Spunout, highlights the issues that are having the biggest impact on young people in Ireland.

Think making $150,000 a year means you're set for life? Think again. In this episode, we break down five critical mistakes high-income earners make (from lifestyle creep to chasing complex investments) and share how to build lasting wealth no matter your income level. ⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are these millennials on the right financial path, or have they brunched and YOLO'd away their retirement dreams? That's today on Your Money, Your Wealth® podcast number 541 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, do Roth conversions make sense for Will and Jane in New York, given their high income and high tax bracket? Which pension option is best for their circumstances? Finally, the fellas spitball for Juan's mother in Florida on how long-term capital gains on the installment sale of her company will be taxed. Free financial resources & episode transcript: https://bit.ly/ymyw-541 Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! LIMITED TIME OFFER: Download The Money Makeover Guide before this Friday, August 8, 2025! WATCH Complete Money Makeover on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts SUBSCRIBE or FOLLOW on your favorite podcast app JOIN THE CONVERSATION on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter   Timestamps:  00:00 - Intro: This Week on the YMYW Podcast 00:44 - We're Millennials. Have We Brunched and YOLO'd Away Our Retirement Dreams? (Pam & Jim, Phoenix, AZ) 12:10 - We're 39 With $840K. Can We Retire at Age 57? (Matt, PA) 22:57 - Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! 23:53 - Do Roth Conversions Make Sense Given Our High Income and Tax Bracket? What Pension Option is Best? (Will and Jane, NY - voice) 37:04 - Watch Complete Money Makeover on YMYW TV, Download the Complete Money Makeover Guide before Friday, August 8, 2025! 37:46 - How Will Long Term Capital Gains on the Installment Sale of My Company Be Taxed? (Juan's Mother, FL) 47:50 - YMYW Podcast Outro  

Send us a textOptimizing Your Taxable Brokerage Account: Key Strategies for Financial IndependenceIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, delves deep into the intricacies of optimizing taxable brokerage accounts. He outlines five crucial strategies for maximizing these accounts, emphasizing the importance of aligning investments with goals and time horizons, understanding the tax implications of trades, optimizing asset locations, focusing on low-cost funds, and planning for rebalancing and tax-loss harvesting. Hunter also provides real-life examples and actionable tips for investors at various stages, from beginners to seasoned investors. Tune in to learn how to make your taxable brokerage account work for you and help achieve financial independence.00:00 Introduction to Taxable Brokerage Accounts02:06 Clarifying Goals and Time Horizons06:20 Understanding Tax Implications11:18 Optimizing Asset Location15:43 Managing Costs and Fees17:23 Rebalancing and Tax Loss Harvesting22:23 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Tim Gill, Portfolio Manager, and Juan Tavarez, Research Analyst, from Fidelity Investments' High Income and Alternatives team to explore the evolving landscape of emerging market corporate debt. With decades of combined experience, Tim and Juan provide a deep dive into how they identify resilient, dollar-denominated credits in complex geographies—and why a bottom-up, credit-focused approach is essential in today's environment.   The conversation covers everything from navigating country-level macro risk and assessing restructurings, to uncovering “hidden castles” in misunderstood sectors. The duo emphasizes the value of sovereign overlays, disciplined portfolio construction, and the role of diversification in managing volatility for insurance investors. Whether you're seeking long-term yield, capital-efficient allocation, or simply a better understanding of EM corporates, this episode offers highly actionable insights grounded in experience.

Snag Our Simplified Budget System!Budget Besties, let's talk about that frustrating feeling of, “We're making good money… so why does it still feel like we can't get ahead?”You're not imagining it—life is expensive. But there's also something else going on: you might be underestimating what real life actually costs. (Spoiler: five kids aren't eating on $100/month at Chick-fil-A. Sorry bestie, it's just not happening.)In this episode, we get into:Why even high-income earners still live paycheck-to-paycheck (and it's NOT because they're “bad with money”)The danger of “hopeful budgeting” vs. real-life budgetingWhy minimum payments on debt might be your secret weapon (for now)How labeling savings buckets (hello, “Melanie's Wedding Fund”) keeps your money safe from impulse spendingWhy a plan—not just good intentions—is the real game-changerWe're diving deep into the myths about what “should” work with budgeting and showing you how to build a plan that actually does. Whether you're making $40k or $400k, the rules are the same: real numbers, realistic expectations, and a system that takes the chaos out of your money.Because bestie, you're not bad with money. You just need a plan that works for your life.Connect With Us: 1️⃣ Facebook Group – Join the community. Our free group is where the real talk happens. Connect with other women who are learning how to budget, save, and finally feel in control, together. ➡︎ budgetbesties.com/facebook 2️⃣ Automate Your Budget Masterclass – Watch it now, no waiting. This FREE on-demand training shows you how to set up a budget that matches your lifestyle, without tracking every dollar or feeling restricted. ➡︎ budgetbesties.com/automate 3️⃣ Budget – Grab our Simplified Budget System! You don't need another budget, you need a system that does the math, makes the plan, and gives you permission to spend. ➡︎ budgetbesties.com/budget 4️⃣ Private 1-on-1 Coaching – Get a plan and a coach. We'll build your full budget system together, so you always know what to do and feel confident doing it. ➡︎ budgetbesties.com/coaching 5️⃣ Be on the Podcast – Free coaching, real convo. Come chat with us on the show! Get real-time financial coaching and help other women by sharing your story. ➡︎ budgetbesties.com/livecall "I love Shana & Vanessa and this podcast is amazing!"

In this episode, we break down big changes that small business owners need to know in 2025. We talk about the brand-new SBA loan rules that could make it harder to get business funding—and what you can do about it. We also dig into California's huge $12 billion budget problem, even though they have the highest income taxes in the country. What happens in California doesn't stay there—it affects all of us, no matter where your business is based. Plus, we look ahead to the 2026 California governor's race and what each candidate's tax plan could mean for entrepreneurs. You'll walk away with smart tax strategies, tips to protect your business, and real talk about what's coming next. Whether you're in California, Texas, or anywhere else—this episode is packed with info to help you grow and keep more of your money. Let's dive in!   Next Steps:

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