Podcasts about high income

If you plan to punch the clock for the final time decades before "standard" retirement age, you need a financial strategy that goes beyond just saving. Joe Anderson, CFP® and Big Al Clopine, CPA spitball five different early retirement plans to see whose numbers are tight and who is ready to go for it, today on Your Money, Your Wealth® podcast 571. George in South Carolina wants to retire in 8 years at 53. Does he have enough in his brokerage account to bridge the gap to Social Security? Joe in Massachusetts is saving a staggering $200,000 a year, but will his high-spending lifestyle make a multi-million dollar nest egg look small? The fellas help 26-year-old Jonathan in Florida map out a path to retire in his 40s using his 457 plan, and they spitball on whether early exit strategies for both Kris and Rojo in California are a "green light" or a reality check. Plus, Joe explains why the "Rule of 55" and Roth conversions might be some of the most important tools in your early retirement toolbox. Free Financial Resources in This Episode: https://bit.ly/ymyw-571 (full show notes & episode transcript) Withdrawal Strategy Guide - free download: https://purefinancial.com/white-papers/withdrawal-strategy-guide/?utm_source=LibsynDestinations&utm_medium=podcast&utm_campaign=YMYW-571 Long-Term Care Planning Guide - free download: https://purefinancial.com/white-papers/long-term-care-planning-options/?utm_source=LibsynDestinations&utm_medium=podcast&utm_campaign=YMYW-571 The #1 Spending Mistake Ruining Retirements - YMYW TV: https://purefinancial.com/ymyw/episodes/number-one-spending-mistake-ruining-retirements/?utm_source=LibsynDestinations&utm_medium=podcast&utm_campaign=YMYW-571 Financial Blueprint (self-guided): https://bit.ly/PureFinancialBlueprint Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment REQUEST your Retirement Spitball Analysis: https://bit.ly/AskJoeAndAl DOWNLOAD more free guides: https://bit.ly/PureGuides READ financial blogs: https://bit.ly/PureFinBlog WATCH educational videos: https://bit.ly/PureEdVideos SUBSCRIBE to the YMYW Newsletter: https://bit.ly/YMYWNewsletter Connect With Us: Subscribe on YouTube and join the conversation in the comments: https://bit.ly/YMYW-YT Subscribe or follow YMYW in your favorite podcast app: https://lnk.to/ymyw Leave your honest reviews and ratings in Apple Podcasts: https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254 Chapters:  00:00 - Intro: This Week on the YMYW Podcast 01:06 - Is Retiring at 53 With No Pension a Smart Move or a Risky Bet? (George, South Carolina) 11:59 - High Income, High Spend, Early Retirement: Does the Math Still Work? (Joe, MA) 18:39 - At 26, Should I Go All In on a 457 to Retire Way Early? (Jonathan, Florida) 26:41 - Can I Retire Early and Still Cover Health Care and Long Term Care Costs? (Kris, California) 33:33 - I'm a Widowed Parent. Can I Retire at 57 and Still Fund College and Legacy Goals? (Rojo, California) 43:08 - Outro: Next Week on the YMYW Podcast

email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠⁠⁠Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠

Bill Maclay, Portfolio Manager in Fidelity's High Income and Alternatives Division, joins Stewart Foley for a timely conversation on high yield real estate lending and how insurers are positioning in this evolving segment of the market. With banks retrenching, capital structures shifting, and construction volumes slowing, Bill shares how Fidelity is identifying opportunity while managing credit and structural risk across the real estate debt landscape.   Drawing on more than two decades of experience across real estate equity and debt markets, Bill walks through key market dynamics, including the role of construction lending, geographic supply-demand imbalances, and where insurers can align capital with niche opportunities. He also discusses the potential for insurer partnerships, co-lending structures, and how Fidelity's platform brings together public and private real estate capabilities to create value.   Whether you're focused on CRE debt allocations, yield targets, or managing risk in uncertain markets, this episode offers a grounded, forward-looking view of where the real estate lending market is headed.

Send a textWant a clear path from CISSP to top-tier pay without getting lost in buzzwords? We break down five high-income specialties that pair perfectly with CISSP leadership: modern GRC, cloud security as code, AI ethics and governance, advanced identity, and software supply chain security. Along the way, we unpack how AI reasoning tools like Claude Code Security are reshaping AppSec by cutting false positives and detecting logic flaws scanners miss, and we translate that shift into concrete workflows, better guardrails, and faster delivery.We start with the career pivot many leaders are making—moving from generalist security management to “decision architect.” That means pairing risk fluency with hands-on understanding of Terraform, Kubernetes, and CI/CD gates, then proving value through resilient architectures and evidence-driven dashboards for boards. You'll hear why GRC is exploding under new enforcement trends, how to automate continuous evidence to beat audit fatigue, and where vCISO opportunities command premium rates when strategy meets measurable outcomes.From there, we get practical. We walk through cloud guardrails that stop drift before it hits prod, share how to navigate shared responsibility with AWS and Azure, and outline identity-first zero trust that tames API key sprawl and enables passwordless access. On AI, we go deep on shadow AI containment, prompt-injection red teaming, model transparency, and data loss prevention tuned for embeddings—governance that accelerates, not blocks. Finally, we turn to software supply chain security: SBOM mandates, signed artifacts, dependency risk, and the DevSecOps policies that keep pipelines moving while raising assurance.If you're mapping your next move, we also compare salary bands across roles and highlight bridge certifications—CISM for program leadership, AI governance credentials for compliance depth, and CISA for audit rigor—to level up fast. Subscribe, share this with a teammate plotting their niche, and leave a quick review to tell us which specialty you're pursuing next.Gain exclusive access to 360 FREE CISSP Practice Questions at FreeCISSPQuestions.com and have them delivered directly to your inbox! Don't miss this valuable opportunity to strengthen your CISSP exam preparation and boost your chances of certification success. Join now and start your journey toward CISSP mastery today!

We talk with Margaret Lomas from Destiny Financial Solutions about why interest rate hikes are reshaping Sydney's property market, with 24 percent of listings now selling prior to auction. High-income buyers under 35 are intensifying competition in premium suburbs, increasing pressure on prices and first-home buyer accessibility. And Melbourne auction capital of the world! ► Record A Message:  https://www.speakpipe.com/realestateradio ► Website: https://aussierealestatepodcast.lovable.app ► Subscribe here to never miss an episode: https://www.podbean.com/user-xyelbri7gupo ► INSTAGRAM: https://www.instagram.com/therealestatepodcast/?hl=en  ► Facebook: https://www.facebook.com/profile.php?id=100070592715418 ► Email:  myrealestatepodcast@gmail.com    The latest real estate news, trends and predictions for Brisbane, Adelaide, Canberra, Gold Coast, Sydney, Melbourne and Perth. Gold Coast Real Estate, Adelaide Property Market, Luxury Real Estate Australia, Property Investment Podcast, Real Estate Trends 2026, Median Price Growth. We include home buying tips, commercial real estate, property market analysis and real estate investment strategies. Including real estate trends, finance and real estate agents and brokers. Plus real estate law and regulations, and real estate development insights. And real estate investing for first home buyers, real estate market reports and real estate negotiation skills. We include Hobart, Darwin, Hervey Bay, the Sunshine Coast, Newcastle, Central Coast, Wollongong, Geelong, Townsville, Cairns, Ballarat, Bendigo, Launceston, Mackay, Rockhampton, Coffs Harbour. #PropertyInvestment #RealEstateInvesting #FirstTimeInvestor #PropertyManagement #RentalYields #CapitalGrowth #RealEstateFinance #InvestorAdvice #PropertyPortfolio #RealEstateStrategies  #sydneyproperty #Melbourneproperty #brisbaneproperty #perthproperty  #adelaideproperty #canberraproperty #PerthRealEstate #hobartproperty  #RealEstate  #RealEstateNews #MortgageTips #PropertyMarket #FinanceAustralia #BrisbaneInvesting   #RealEstateDevelopment #adelaide #PerthRealEstate #FirstHomeBuyer #AustralianProperty #AustralianRealEstate #PropertyMarketUpdate #MortgageAustralia #FinanceTips #HousingAffordability #RealEstateTrends #AussieProperty  #MortgageRates #HomeLoans  #PropertyMarket #MortgageTips #InterestRates  #BrisbaneProperty #QLDRealEstate #PropertyInvestment #AustralianHousingMarket #AdelaideProperty #AdelaideRealEstate #InvestInAdelaide #SouthAustraliaProperty #AustralianRealEstate #HousingTrends#MelbourneHousing #MelbourneInvestment  #MelbourneMarket  #PropertyInvestment #RealEstateTips #WealthBuilding #InvestmentStrategy #HomeBuying #AustralianProperty #RealEstateAdvice #SmartInvesting #UnitPricesPerth   #SydneyProperty #SydneyRealEstate #SydneyAuctions #PropertyMarketUpdate #RealEstateNews #AustralianProperty #PropertyInvesting #AuctionResults #HousingMarket2025 #RealEstateAustralia #PropertyTrends #NSWProperty #HomeBuyersAustralia #AustralianProperty #HomeLoanAustralia #PropertyInvestmentAU #FirstHomeBuyerAU #MortgageApproval #BorrowingPower #PropertyMarketAustralia #RealEstateFinance  

Why do so many athletes, entertainers, and six-figure earners still end up broke?On this episode of Black Men Sundays, Corie Sylvester Murray sits down with Richard McWhorter, Managing Partner at SRM Private Wealth, who oversees over $2 billion in assets, to expose the real reason high-income earners lose it all.We break down:The #1 mistake that destroys wealthHow to turn short-term success into generational wealthSmart investing vs. gambling (crypto, betting apps & market hype)Estate planning secrets most people ignoreWealth preservation strategies for your 40s, 50s, and beyondIf you're serious about building wealth, protecting your assets, and avoiding financial disaster in 2026 and beyond — this episode is a must-watch.

As the end of the tax year approaches, it is time to maximise your tax deductions and contributions to tax-free savings accounts and retirement annuities. Joined by Janine Langenhoven, senior legal counsel at Ninety One, Maya explores the often-overlooked tax benefits of exceeding the annual contribution cap on retirement annuities of R350 000. Janine explains how excess contributions can roll over to future years, allowing for tax deductions later, and discusses the implications of these contributions at retirement.They also discuss the dos and don'ts for parents who may want to give their children a head start on their retirement savings.Key topics discussed include:-          The mechanics of exceeding the R350 000 contribution cap and the tax benefits associated with it-          How excess contributions can lead to tax-free withdrawals at retirement-          The role of retirement annuities in estate planning and their implications for beneficiaries-          Strategies for parents considering retirement annuities for their children-          Important considerations for tracking contributions and ensuring compliance with SARSThis episode provides essential insights for anyone looking to navigate the complexities of retirement annuities and optimise their tax strategies effectively. 

Glen brings back Joe Evangelliti to share his “5 Bottlenecks” framework—a universal set of constraints that keep entrepreneurs (especially real estate investors) stuck. The 5 bottlenecks framework 1) Mindset / limiting beliefs You don't get what you “conceive”—you get what you believe you can achieve. “Rational lies” = the stories we tell ourselves to avoid action (not smart enough, not ready, what will people think, etc.). Fastest unlock question: “What do I want?” (not what spouse/parents/friends want). 2) Clarity + reverse engineering (Point B → Point A) People plan vacations with precision but plan their lives in vague “wish” language. Define Point B clearly, assess Point A honestly, then close the gap. 3) Toolkit audit (simplify your tools/systems) Too much tech can create complexity and distraction. Quote-worthy idea: if you can't do it with notepad + pen + phone, software won't save you. Build consistent deal flow first; avoid shiny-object “easy button” chasing. 4) Rule of 168 (time control) Everyone has 168 hours/week—top performers just allocate it differently. Focus on: High-income activities (directly produce revenue now) High-gain activities (life/relationships/health that matter long-term) Track what moves the needle (e.g., offers made). Many people feel busy but do zero needle-moving actions. Calendar discipline = presence. “Show me your calendar and I can almost tell you your net worth.” 5) The trifecta (the “bow”) Execution (do the work, ship the offer, take the shot) Course correction (pivot around obstacles instead of quitting or forcing a broken plan) Radical accountability (someone outside your inner circle who won't let you off the hook)

Dr. Friday highlights areas the IRS tends to prioritize for enforcement, including higher-income taxpayers and complex pass-through entities. She also notes increased attention on digital assets and offshore holdings, and stresses good documentation. Transcript G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. The IRS enforcement priorities for 2021: the IRS expanding enforcement in several key areas. Higher income taxpayers, not a surprise, they always like them. Large pass-through entities, that would be like 1065s, 1120-S’s, complex partnerships facing heightened scrutiny. Again, 1065s usually are one of the areas that they like to audit, prioritizing audits related to digital assets and offshore holdings. This is all those kind of things. You want to make sure you have good documentation. You’re not in trouble if you’re doing these things. All you need to do is make sure you document right. You need help with taxes? 615-367-0819. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Send a textWe unpack how marriage can meaningfully lower taxes for high-income earners and how to plan before and after the wedding. We share practical strategies on timing income, creating deductible losses, leveraging participation rules, and using healthcare and equity tools to keep more of what you make.• why joint filing usually reduces total tax• doubled standard deduction and home sale exclusion• capital gains thresholds and NIIT mitigation• pre‑wedding income shifting and gifting stock• delaying sales with loans and cash‑out refis• accelerating deductions in the final single year• state moves, residency timing, and common law options• building a joint asset and income map• combining hours to meet material participation• short‑term rental losses to offset W‑2 income• excess business loss limits for joint filers• hiring a spouse and using an HRA via sole prop• enabling HRA with rental management work• stacking QSBS exclusions with smart gifting• real estate professional status and cost segregation• estate planning updates for married wealthGo to prosperalcpa.com/opportunityreport for a personalized video on potential tax savings. Go to http:///www.prosperalcpa.com/apply to explore services and advanced tax planning.

The future of work looks bright for creators.––– Links –––Eden – upload your files, transcribe links, have agents do work for you: https://eden.so/dan-ytRead my letters on similar topics here: https://letters.thedankoe.comThe One-Person Business Launchpad: https://letters.thedankoe.com/p/full-course-the-one-person-business––– My Books –––The Art of Focus: https://theartoffocusbook.comPurpose & Profit: https://thedankoe.com/purpose––– Socials –––Twitter: https://twitter.com/thedankoeInstagram: https://instagram.com/thedankoeYouTube: https://youtube.com/c/DanKoeTalksLinkedIn: https://linkedin.com/in/thedankoe

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) 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

Why do physicians earning multiple six figures still feel financial pressure?In this episode, we talk about why a high income doesn't automatically lead to financial ease—and why many doctors feel stressed about money despite “doing everything right.” This isn't about budgeting harder or cutting out every joy. It's about understanding the real reasons behind that stuck, anxious feeling.In this episode, we cover:What it really means for high-income doctors to “feel broke”Lifestyle creep vs lifestyle expansion, and why doctors are especially affectedHow delayed gratification during training shapes spending habitsWhy taxes and payroll deductions make high salaries feel smallerThe difference between growing net worth and tight cash flowWhat actually helps: margin, flexibility, and values-based spending If this episode resonated, you're not bad with money—you're navigating a complex financial season with real responsibilities.Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...

Ever wonder why high-income earners still feel financially strapped? You may be surprised by the hidden money gaps that many don't see coming. In today's conversation, the financial coaches dig into why earning more doesn't always lead to financial freedom and what high-income earners can do to break free from financial anxiety.The coaches go over the emotional impact of financial anxiety and why it's crucial to address the root causes, not just the symptoms. The discussion touches on practical strategies for closing these money gaps and building real wealth that transcends a paycheck. If you're a high-income earner wondering where your money is going, this episode is for you. Tune in and walk away with new insights on how to manage your finances better and reduce that overwhelming feeling of never having enough, no matter how much you earn.Top three things you will learn:-Why high-income earners often feel financially strapped despite their salary-How to identify and close hidden "money gaps" that contribute to financial anxiety-Practical tips for managing money, reducing stress, and building true wealthDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.

Send a textMany women physicians assume that once they earn more money, wealth will automatically follow. This episode challenges that belief.You'll be introduced to the Arms of Wealth framework, a practical way to build money, time, rest, relationships, and generational impact without burning out or waiting decades to enjoy life.This episode is for the woman physician who has done everything “right” but still feels like something is missing.In this episode, we cover:Why money and wealth are not the same thingA simple definition of wealth that reduces anxiety and restores clarityThe most common misconception keeping high earners stuckWhy paying off debt alone does not create freedomHow rest can be a strategic wealth moveThe difference between debt-free and debt freedomWhy wealth must support your real life, not drain itHow women physicians can build calm, optionality, and choice now, not somedayYou'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.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa answer the most pressing questions from real estate investors and high-income earners in 2026. If you're investing in real estate, you may very well have these same questions. 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 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.

In this episode of the Real Estate Pros podcast, host Micah Johnson speaks with Bronson Hill about his journey in real estate investing, focusing on diverse investment strategies, the importance of clarity in goals, and the pursuit of financial freedom through passive income. They discuss the significance of mindset and personal development, embracing uncertainty and risk, and the value of building relationships and networking. Bronson shares insights from his experiences and emphasizes the importance of serving others in the business world.   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   —--------------------

If the traditional financial plan worked, most people wouldn't feel stuck trading time for money. In this episode, Dave Wolcott shares how becoming a father to triplets pushed him to question Wall Street advice and design a holistic wealth strategy built on cash flow, tax efficiency, and control. Listen now to learn how sophisticated investors structure freedom outside the stock market.   Key Takeaways To Listen For The critical difference between active investing and truly passive wealth Why investors almost always move from active deals to syndications How niche real estate operators outperform broad market strategies Private credit benefits when banks pull back from small businesses What oil and gas investing can offset from your W-2 income   Resources/Links Mentioned In This Episode Rich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Hardcover and Paperback The Art of Impossible by Steven Kotler | Kindle, Paperback, and Hardcover Kolbe Assessment   Get a FREE copy of The Holistic Wealth Strategy by Dave Wolcott and learn how to build true, holistic wealth. Connect with Dave and explore Pantheon Investments opportunities at https://holisticwealthstrategy.com.   About Dave WolcottDave Wolcott is a Marine Corps veteran, entrepreneur, and the Founder and CEO of Pantheon Investments, a private real estate investment firm focused on helping investors build durable, passive wealth through multifamily, self-storage, and commercial real estate. After serving as a Marine officer, Dave transitioned into finance and investing, where he developed a disciplined, mission-driven approach to capital allocation and risk management. Through Pantheon, he emphasizes long-term wealth creation, conservative underwriting, and investor education. Dave is also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast, where he explores advanced tax strategy, asset protection, and legacy planning with leading experts.   Connect with Dave Website: Holistic Wealth Strategy Podcast: Wealth Strategy Secrets | Apple Podcasts and Spotify   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

This episode is part of the Wealth B-Hers Foundations series, where Dr. Felecia Froe steps out of interview mode and into the core truths that sit beneath all of her conversations about money, investing, and building a meaningful life.    In this solo reflection, she challenges one of the most deeply held assumptions many of us carry: that earning a high income automatically equals financial security. Drawing from personal experience and years of working with high-achieving women, Dr. Froe unpacks the difference between income and wealth, and why so many capable, responsible earners still feel financially uneasy. Rather than offering quick fixes or strategies, this episode invites listeners to slow down, listen to their discomfort, and recognize it as information. In the Foundations series, awareness comes first — because before wealth can be built, it must be clearly understood.   [00:00 – Why This Conversation Matters [01:00 – The Quiet Realization: Income Isn't Security [02:15 – Income vs. Wealth: A Critical Distinction [03:15 – The Hidden Burnout of High-Earning Women [04:20 – Redefining Wealth as Resilience [05:15 – Why Community Is Part of Wealth [06:15 – Awareness Is the First Foundation  

This episode is part of the Wealth B-Hers Foundations series, where Dr. Felecia Froe steps out of interview mode and into the core truths that sit beneath all of her conversations about money, investing, and building a meaningful life.    In this solo reflection, she challenges one of the most deeply held assumptions many of us carry: that earning a high income automatically equals financial security. Drawing from personal experience and years of working with high-achieving women, Dr. Froe unpacks the difference between income and wealth, and why so many capable, responsible earners still feel financially uneasy. Rather than offering quick fixes or strategies, this episode invites listeners to slow down, listen to their discomfort, and recognize it as information. In the Foundations series, awareness comes first — because before wealth can be built, it must be clearly understood.   [00:00 – Why This Conversation Matters [01:00 – The Quiet Realization: Income Isn't Security [02:15 – Income vs. Wealth: A Critical Distinction [03:15 – The Hidden Burnout of High-Earning Women [04:20 – Redefining Wealth as Resilience [05:15 – Why Community Is Part of Wealth [06:15 – Awareness Is the First Foundation  

On today's episode, Dr. Mark Costes is joined by Alexis Gallati, founder of Cerebral Tax Advisors and author of Advanced Tax Planning for Medical Professionals. Alexis brings a wealth of knowledge on proactive, high-level tax strategies tailored specifically for medical and dental professionals. The conversation covers everything from tax-saving tactics for W2 earners like short-term rentals and oil & gas investments, to advanced planning opportunities for business owners, including entity structuring, paying your children, and maximizing retirement contributions through backdoor and mega backdoor Roths.  Alexis also shares personal insights on being married to a neurosurgeon and how that inspired her mission to protect high-income professionals from bad financial advice. Whether you're looking to save more on taxes or make smarter long-term financial decisions, this episode is packed with practical gems. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.cerebraltaxadvisors.com/bigbill https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

A commercial construction CEO earning mid-six figures asks Loral how to turn income into lasting wealth. His challenge is common: high taxes, a maxed-out 401(k), and strong earnings but no real momentum toward financial freedom.Loral outlines a construction wealth strategy she personally used to build multi-million-dollar wealth: owning not just real estate, but the construction company, distribution channels, and service businesses that support the same clients. Instead of chasing disconnected income streams, she explains how aligned ownership creates leverage, cash flow, and compounding equity.This episode walks through how a construction wealth strategy works whether you keep your W-2 temporarily or make the jump into ownership, how self-directed retirement funds can seed early investments, and why trust-owned entities dramatically improve taxes and asset protection. If you're operationally skilled but capped by salary, this construction wealth strategy shows where the real upside lives.Loral's Takeaways:Exploring Business and Investment Strategies (01:19)Building a Comprehensive Business Structure (03:22)Tax Strategies and Legal Considerations (06:06)Planning and Next Steps (07:57)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store:

In this episode of the Tax Smart REI Podcast, Thomas Castelli breaks down how high-income earners can legally build tax-advantaged, tax-free income through real estate - even without REPS or short-term rentals. You'll get a practical crash course on how the U.S. tax system actually works, why real estate is treated so favorably by the IRS, and how savvy investors use depreciation, refinancing, and smart exit strategies to increase cash flow while lowering their effective tax rate. This episode is for high-income W-2 earners, business owners, and real estate investors who want to zoom out, understand the bigger picture, and stop chasing one-off tax hacks. If you're looking to build long-term, tax-efficient wealth through real estate -- this is your roadmap. 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 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.

According to the Organisation for Economic Co-operation and Development, Basic Skills Gap: Over 20% of U.S. 15-year-olds (one in five) lack basic financial literacy, meaning they can't apply knowledge to real-life financial situations, according to PISA reports. • Confidence Deficit: 74% of U.S. teens don't feel confident in their personal finance knowledge, according to a Greenlight study. Brenton Harrison is a financial advisor and owner of New Money New Problems, a financial advisory firm serving first and generation high income-earners who were never taught how to manage money. As a Certified Financial Planner and Certified Student Loan Professional, I focus on increasing financial literacy for those who are navigating making money while also juggling multiple priorities (helping family with money, student loans, investing, raising kids, etc.) . I host the weekly New Money New Problems Podcast, sharing tips these audiences need to know, and the biweekly Escape Student Loan Debt Podcast that specifically addresses borrowers with federal and private student loan debt. I've been featured in publications from Forbes, Business Insider, USA Today, Money, CNBC, Nerdwallet, and more, and I serve as a member of the Investopedia Advisor Council and the Certified Financial Planning Board Ambassadors. I love to talk about early childhood experiences with money and how they impact how we spend, breaking down financial concepts so that a 5-year-old can understand it, and making guests more comfortable with saying "I don't know, but I want to learn" when it comes to money. For more information: https://www.newmoneynewproblems.com/ Follow: @newmoney.newproblems Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special client-takeover episode of The Doctor Coach School™ Podcast, we hear from Dr. Olufunke Odetunde (also known as Dr. Olu)—a retired physician, certified personal finance wellness consultant, and founder of Financial Fitness MD.Dr. Olu shares her powerful journey from being a high-earning physician who felt anxious, disorganized, and out of control financially, to becoming debt-free, financially confident, and retired from clinical practice. Despite earning a high income, she found herself avoiding her finances, overspending, and constantly worrying about job security, until she decided to take full responsibility and seek coaching support.In this episode, Dr. Olu introduces a simple, actionable framework—C.A.S.H.—to help physicians boost savings, invest wisely, reduce money stress, and build lasting wealth without sacrificing health or relationships.This conversation is for doctors who make good money but still feel overwhelmed, uncertain, or behind when it comes to their finances, and are ready to change that.What You'll Learn in This EpisodeWhy high income does not automatically equal financial securityThe hidden cost of avoiding your finances—even as a physicianHow coaching accelerates financial progress and reduces costly mistakesThe mindset shifts required to move from stress to confidence around moneyHow to take full ownership of your financial futureWhy clarity, systems, and support matter more than income levelWho This Episode Is ForPhysicians who earn well but feel stressed or uncertain about moneyDoctors who feel they “should have figured this out by now.”High-achieving professionals who want financial freedom without burnout Physicians who want to practice medicine—and live life—on their own termsYou don't have to stay stuck, stressed, or silently worried about money—no matter how much you earn.With clarity, intentional action, and the right support, financial confidence and freedom are possible.Connect with Dr. OluWebsite: https://www.financialfitnessmd.com/LinkedIn: https://www.linkedin.com/in/olufunkeodetunde2/Facebook: https://www.facebook.com/olufunkeodetunde2Email: drolu@financialfitnessmd.comLet's Connect: On Instagram On Facebook On LinkedIn On TikTok On my website

This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, breaks down Walmart's push into trendier, more upscale home goods as it looks to attract higher-income shoppers and take share from Amazon. Chris Walton and Anne Mezzenga discuss why home is ultimately a price-and-search-driven category, how Walmart's scale, returns, and Walmart+ advantages change the game, and why selling high-end items may be far less risky than it appears. ⏩ Tune in for the full episode here: https://youtu.be/jVDymvwAUXg #Walmart #HomeGoods #RetailStrategy #Ecommerce #RetailTrends #RetailFastFive #OmniTalk

More and more high-income Canadians are finding themselves under financial pressure. Doug Hoyes and Ted Michalos examine the shift they are seeing firsthand and challenge some common assumptions about who struggles with debt. They discuss how rising costs, borrowing capacity, and income complexity can quietly change financial outcomes, even for people who appear financially secure. Subscribe to the Debt Free Digest Newsletter Here – Don't Miss the Chance to Win a Copy of The Wealthy Barber Book! CPI Data Statistics Canada Debt Free in 30: What's Breaking Canadian Consumers' Budgets? Need Help with Debt?                                                    If debt is keeping you up at night, you don't have to endure forever. Start here! Free Budgeting Workbook – Hoyes Michalos  Debt Relief Calculator  01:10 – The myth of the "typical" insolvency filer 05:10 – Rising share of higher-income insolvency filings 07:20 – Inflation and rising living costs 09:40 – Housing costs, mortgages, and payment shock 12:00 – Lifestyle creep and fixed-cost stacking 14:30 – Variable income vs fixed monthly obligations 16:40 – Easy access to credit and leverage loops 21:30 – High income vs real cash-flow health 23:40 – When refinancing and balance transfers fail 27:20 – Practical next steps for high earners in trouble Disclaimer: The information provided in the Debt Free in 30 Podcast is for entertainment and informational purposes only and is not intended as personal financial advice. Individual financial situations vary and may require personal guidance from a financial professional. The views expressed in this episode do not necessarily reflect the opinions of Hoyes, Michalos & Associates, or any other affiliated organizations. We do not endorse or guarantee the effectiveness of any specific financial institutions, strategies, or digital tools/apps discussed.

High-income doctors face burnout, heavy taxes, and limited time — often without financial training to build long-term wealth. In this episode of The Real Wealth Show, Kathy Fettke talks with Dr. Matthew Bloom about how he built passive income through real estate, including purchasing a rental home through RealWealth. Dr. Bloom shares lessons learned from managing long-distance rentals, avoiding high-risk deals, and choosing a more passive investment that delivers steady cash flow with minimal involvement. A valuable listen for doctors and busy professionals looking to invest smarter, reduce taxes, and build long-term financial freedom. Interested in learning more about turn key investment properties? Visit www.Realwealth.com/Deals to learn more. DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com. 

Today's episode is all about real estate, straight from the questions you asked during our recent live webinar. We dig into Real Estate Professional Status, short term rental rules, and how the tax benefits actually work across direct properties, syndications, and private funds. We also tackle REITs, including whether target date funds are enough, other Vanguard options beyond VNQ, and where REITs belong in your portfolio from a tax perspective. We also discuss if you really need real estate at all, and how do syndications, funds, and real estate debt compare in the real world. Questions from the Real Estate Webinar: -What does due diligence actually mean? -For the short term rental REP loophole can you still spend more than 100 hours doing a different job, any qualify? -Please go in more detail about short term and opportunity tax loopholes. Any specific resources? -Can the tax benefits of REPs apply to your whole portfolio? ie. direct real estate and private investments? -If you become a real estate professional, for rentals, do you still have to be picked up by a brokerage or can you be the brokerage? -Can you benefit from bonus depreciation to offset your w-2 income in syndications and private real estate funds and does this require REPS? -Are there other REITs with vanguard other than VNQ that may not only include large commercial properties? -If you are going to invest in REITs, where is the best place to purchase those funds? 401? Taxable account? Roth? HSA? -Am I leaving money on the table if I don't invest in real estate in some way? -What are pros & cons of investing in RE Syndication vs Fund vs RE Debt Locumstory.com is a free, unbiased educational resource about locum tenens – it's not a staffing agency. They help answer your questions about the how-to's of locum tenens work on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Locumstory.com is where you should go to find out if locums makes sense for you and your career goals. Locumstory is unique because it's more of a peer-to-peer platform, with real physicians sharing their experiences and stories – both the good and bad – about working locum tenens – hence the name, "Locum-story." See for yourself on their self-service platform with no obligation. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 WCI Podcast #453 09:27 Due Diligence in Real Estate 14:12 Goodman Capital Interview 24:35 REPS - Real Estate Professional Status 34:26 REITs - Real Estate Investment Trusts 42:06 Should I Invest in Real Estate? 47:22 Real Estate Syndication vs. Equity Fund vs. Debt Fund

High-income job losses are beginning to cool housing demand across the U.S. In this episode of Real Estate News for Investors, Kathy Fettke breaks down new labor market analysis from John Burns Research and Consulting, showing declines in tech, professional services, and finance jobs — the sectors that typically drive homebuying demand. We look at what's happening in key markets like Charlotte, Austin, Denver, and the Bay Area, and why the type of jobs being added matters as much as overall job growth for housing demand heading into 2026. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  SOURCE: https://jbrec.com/insights/job-growth-housing-demand-metro-analysis-2026/?utm_campaign=BMI&utm_medium=email&_hsenc=p2ANqtz-_WY5fbtpYHkIXKEUroJ1PkLDoej6qNyOpQB__jxCgvT-vzGJOD1Yi0lSSQnj1InWDHPDRQeyE9L0LpkslhPkbV5dA5gbPyybj__JyY7Q_avsvIIUs&_hsmi=395022546&utm_content=395022546&utm_source=hs_email 

ICYMI: This conversation originally aired when Dr. Felecia Froe joined Jerome Myers on the DreamCatchers Podcast, now known as the Your N.E.X.T. Podcast. The insights shared remain highly relevant for high-income earners who are questioning traditional financial paths and seeking more intentional ways to build wealth. Dr. Froe challenges the belief that 401(k)s, stock market investing, and tax deferral are the safest strategies, explaining why cash flow, tax efficiency, and properly vetted private investing create greater flexibility and freedom.    Together, they highlight the hidden risks of poor deal vetting, overconfidence without education, and inefficient tax structures, reframing wealth as a tool for choice, impact, and control, not something left on autopilot.   00:00 – From Medicine to Money With Mission 07:00 – Your Money Should Come Back With Friends 13:00 – The Hidden Problem With 401(k)s and Wall Street 18:30 – Taxes: Your Largest Lifetime Expense 25:30 – Vet the People Before You Vet the Deal 33:30 – Education, Experience, and Avoiding Costly Mistakes  

WHY A HIGH INCOME DOESN'T GUARANTEE WEALTH FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Earning more money does not always lead to financial security. Learn why income alone is not enough to build lasting wealth. Full Description Many people assume that a high income automatically leads to wealth. In reality, income is only one part of the financial picture. Without intentional planning, even strong earnings can fail to translate into long-term security. In this episode of Healthy, Wealthy & Wise, the discussion explores why income alone does not guarantee wealth. Listeners will learn how spending habits, lifestyle choices, taxes, and planning decisions often have a greater impact on financial outcomes than salary alone. The episode highlights common patterns seen among high earners who struggle to build wealth. Lifestyle inflation, lack of savings discipline, and uncoordinated financial decisions can quietly erode progress over time. The conversation explains how these issues can affect professionals at every income level. Listeners will also gain insight into what truly supports wealth building. Consistent saving, intentional spending, thoughtful investing, and long term planning all work together to create sustainable financial strength. Wealth is built through decisions made over time, not simply through higher paychecks. Rather than focusing on earning more, this episode encourages listeners to focus on making smarter choices with what they already earn. Understanding where money goes, aligning spending with goals, and creating a structured plan can make a meaningful difference. At BWFA, we work with individuals and families to help turn income into lasting opportunity. This episode offers a practical reminder that wealth is about behavior, planning, and consistency. To learn more about building a comprehensive financial plan, visit BWFA's Financial Planning Services.

WHY A HIGH INCOME DOESN'T GUARANTEE WEALTH FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Earning more money does not always lead to financial security. Learn why income alone is not enough to build lasting wealth. Full Description Many people assume that a high income automatically leads to wealth. In reality, income is only one part of the financial picture. Without intentional planning, even strong earnings can fail to translate into long-term security. In this episode of Healthy, Wealthy & Wise, the discussion explores why income alone does not guarantee wealth. Listeners will learn how spending habits, lifestyle choices, taxes, and planning decisions often have a greater impact on financial outcomes than salary alone. The episode highlights common patterns seen among high earners who struggle to build wealth. Lifestyle inflation, lack of savings discipline, and uncoordinated financial decisions can quietly erode progress over time. The conversation explains how these issues can affect professionals at every income level. Listeners will also gain insight into what truly supports wealth building. Consistent saving, intentional spending, thoughtful investing, and long term planning all work together to create sustainable financial strength. Wealth is built through decisions made over time, not simply through higher paychecks. Rather than focusing on earning more, this episode encourages listeners to focus on making smarter choices with what they already earn. Understanding where money goes, aligning spending with goals, and creating a structured plan can make a meaningful difference. At BWFA, we work with individuals and families to help turn income into lasting opportunity. This episode offers a practical reminder that wealth is about behavior, planning, and consistency. To learn more about building a comprehensive financial plan, visit BWFA's Financial Planning Services.

High-income dentists are some of the best producers on the planet… but many are still financially fragile. One injury, one unexpected life event, one production dip—and the whole system starts to wobble. In this episode of Dentistry on Fire, I sit down with my friend Michael G. Isom (founder of Vault A.S. and co-author of What Would the Rockefellers Do?) to unpack the biggest money mistakes high earners make—and the systems that create real certainty. We talk about why “more income” doesn't automatically equal financial freedom, how your identity can get dangerously tied to production, and why that creates stress at home and in the practice. Then we break down the concept of being your own bank—a strategy focused on liquidity, protection, and control using cash value mechanics—so you're not dependent on a traditional bank when life happens. If you're a dentist who wants peace of mind, better decision-making, and a path to legacy, this episode will change how you see money. Why high-income earners can still be one setback away from crisisThe “money lie” that keeps dentists trapped in stress and overworkHow production swings can create an emotional roller coaster at homeWhat “be your own bank” actually means in simple termsCash value basics (explained in plain English) and why liquidity mattersHow policy loans work (and how they differ from bank loans)The protection/asset-defense angle most dentists never considerHow to build certainty so you can lead better—and live better 00:00 Intro: High-income dentists, fragile finances00:02 The biggest money lie high earners believe00:03 Michael's rock-bottom story + turning point00:13 Money pressure, identity, and leadership00:23 Shiny-object spending + boredom in practice00:30 Vision, purpose, and staying focused00:35 Production swings → stress at home00:41 What “Be Your Own Bank” means00:48 Cash value explained simply00:49 How policy loans work (vs banks)00:56 Real examples: using liquidity strategically01:01 One action to take this week + resources01:03 Best way to contact Michael01:04 Closing + legacy mindset #Dentistry #DentalPractice #FinancialFreedom #InfiniteBanking #WealthStrategy

Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T-bills, decumulation, and Roth conversion timing for Pebbles and Bam Bam. Plus, the fellas help 34 year old Keith in Connecticut figure out if he's actually on track, whether he's taking too much risk, or just worrying too much. They also spitball on the six-figure annuity gain that Gus in Philly's 95 year old dad has amassed. Finally, why yelling "never pay an advisor" on the internet doesn't necessarily magically turn MYGAs into the perfect investment for everyone. (While Joe and Big Al enjoy a little seasonal downtime and Andi recovers from surgery, enjoy this encore presentation of these questions from a January 2025 episode.) Free Financial Resources in This Episode: https://bit.ly/ymyw-560 (full show notes & episode transcript) 10 Steps to Improve Investing Success - free download Tax-Smart Charitable Giving Guide 6 Secrets to Bigger Tax Deductions from Your Non-Profit Donations - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter   Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings   Chapters: 00:00 - Intro: This week on the YMYW Podcast 01:03 - What's the Risk With Business Company Development (BDC) Funds? (Edward, IL) 03:58 - T-Bills, Decumulation, IRAs, and Investing Strategies (Pebbles & Bam Bam, Kentuckystone) 12:02 - I'm 34. Are My Investments Appropriate for My Time Horizon? (Keith, CT) 17:59 - MYGA Retirement Withdrawal Strategy for Dad (Gus in Philly) 23:00 - Just Buy Multi-Year Guaranteed Annuities (MYGAs) and Bonds (comment from Ken, YouTube) 28:04 - YouTube comments: State Taxes, Pro-Rated Sale of Primary Residence, Bonds vs. Pension, and PERMA 35:27 - YMYW Podcast Outro

In this episode, Krista shares the five money lessons that transformed her business from zero to $70 million in seven years. These aren't theories. These are real entrepreneur habits, simple, intentional decisions that build long-term wealth. You'll learn why most professionals stay stuck, how to invest in your earning power, and how the "boat goes faster" rule drives massive business growth. Krista breaks down spending choices, skill development, mentorship, and the mindset shifts that separate people who look successful from those who are truly financially free. Whether you're building a real estate business, launching a brand, or trying to scale your income, these principles create real momentum. If you want to level up your circle, master high-value activities, and stop playing small, this is your roadmap. Watch, take notes, and start making the decisions your future self will thank you for.  

#713 What if you could make multiple 5-figures from “introvert side hustles” without ever becoming an influencer? In this episode, host Kirsten Tyrrel sits down with Megan Spencer (“Meg the Creator”), a small-town, introverted mom who helps people build high-income side hustles through UGC, Amazon onsite commissions, TikTok Shop, and freelancing — no followers required. Megan shares how she quit her government job on maternity leave, burned out as a social media manager, then rebuilt her income by focusing on authenticity and income over aesthetics. She breaks down exactly how beginner-friendly UGC platforms work, why brands are shifting budgets away from traditional influencers, how creators can land their first paid deals and free products, and why niching down can actually hurt you at first. If you've ever felt “too introverted,” “too normal,” or “too late” for the creator economy, this conversation will show you practical, low-barrier ways to start making real money online! What we discuss with Megan: + Balancing motherhood, business, and side hustles + “Anti-influencer” income without followers + UGC basics and starter platforms + Amazon reviews as passive income + TikTok Shop viral commission story + Pros and cons for introverts + When to niche vs stay broad + Stacking UGC, Amazon, and TikTok + Freelancing as a flexible option + Mindset shift: followers vs income Thank you, Megan! Check out Meg the Creator at MegtheCreator.com. Follow Megan on Facebook, Instagram, TikTok, and YouTube. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's episode tackles a handful of questions that come up often for high-income professionals planning for the future. We dig into how to optimize your retirement accounts and take advantage of key tax benefits, explore how cash balance plans work inside a group practice, and look at whether a target-date retirement fund ever makes sense in a taxable account. We also talk through what to do with your retirement savings over the next year if you won't have access to workplace profit sharing until the end of 2026. Laurel Road is committed to helping residents and physicians take control of their finances. That's why we've designed a personal loan for doctors, with special repayment terms during training. Get help consolidating high-interest credit card debt or fund the unexpected with one low monthly payment. Check your rates in minutes to see if you qualify for a lower rate, plus, White Coat Readers also get an additional rate discount when they apply through https://LaurelRoad.com/WCI For terms and conditions, please visit https://LaurelRoad.com/WCI Disclosures Laurel Road is a brand of KeyBank N.A. All products are offered by KeyBank N.A. Member FDIC. ©2025 KeyCorp® All Rights Reserved. The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 WCI Podcast #448 07:30 Optimizing Retirement Accounts 20:38 Adjusting Risk with a Cash Balance Plan 25:34 Target Retirement Funds in Taxable 30:55 Saving for Retirement in Taxable?

Maximum Efficiency: 3 Essential Planning Concepts for High Income Earners.In this episode of The Abundance Mindset Podcast, we explore three core planning concepts critical for high-income professionals and families looking to optimize their financial future. We analyze the importance of a fully optimized 401(k), intentional tax planning, and careful equity compensation management. Learn how these elements can work together to enhance your financial efficiency and provide peace of mind. Whether you're dealing with RSUs, stock options, or looking to optimize your 401(k), this episode offers valuable insights and actionable steps to elevate your financial planning.

✅ 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.

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.

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.

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