Podcasts about high income

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  

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.

Book your FREE 30 Minute Clarity Call with Jody now!   https://jody.as.me/womensmeditationnetworkclaritysession What is a Clarity Call? This is the first step to giving you the IMMEDIATE relief you crave and will help you to become "unstuck" as you walk the path towards a life of happiness, inner peace and fulfillment. During this call, we're going to explore your ideal life and vision for living the life that you desire. We'll talk about some of the challenges that are getting in your way, and I'll provide you with some practical tools to help you close the gap from where you are now, to your desired destination. You weren't made to hustle endlessly. You were made to magnetize. To align. To receive. PAUSE (5 SEC)... Take a slow, grounding breath in… And exhale the pressure. The proving. The push. PAUSE (10 SEC)... Your energy speaks before you do. And when it's aligned— The right people, the right offers, The right income... they find you. PAUSE (10 SEC)... You don't need to chase what's already yours. You don't need to beg for what you were built for. You are a powerful force of value. And life responds to your frequency. Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player.  Become a PREMIUM member today by going to --> https://WomensMeditationNetwork.com/premium Join our Premium Sleep for Women Channel on Apple Podcasts and get ALL 5 of our Sleep podcasts completely ad-free! Join Premium now on Apple here --> https://bit.ly/sleepforwomen  Join our Premium Meditation for Kids Channel on Apple Podcasts and get ALL 5 of our Kids podcasts completely ad-free! Join Premium now on Apple here → https://bit.ly/meditationforkidsapple Hey, I'm so glad you're taking the time to be with us today. My team and I are dedicated to making sure you have all the meditations you need throughout all the seasons of your life.  If there's a meditation you desire, but can't find, email us at Katie Krimitsos to make a request. We'd love to create what you want!  Namaste, Beautiful,

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!"

Join Mac and Jason as they discuss smart tax strategies for high-income earners. The guys break down different income types, deferred compensation timing, and charitable giving tactics that can reduce your tax burden without creating complexity you don't need.

Matt Mohl cut his broking teeth at the Commonwealth Bank for 17 years - now he's looking after high net worth clients, TV and even sports stars. In this episode, he joins Australia's #1 Property Podcast Everything Property to discuss just what these sorts of clients are doing to invest and protect their money.In this episode we cover: -Matt's corporate career at the Commonwealth Bank and his key learnings there-The mentors who he attributes some of his success to-Strategies the wealthy have used to invest-Structures the wealthy have used to protect, invest and hide their assets.-Key wins for clients -The exciting future plans for matt and the business -Plus much more!To get in touch with Matt and his team, head on over to: https://www.alcove.com.au/Looking to invest in property yourself? Why not join a team of 9 experts who have experience across 35,000 property transactions over a combined 135 years in the field. We've put together the Property Investment Course for people who want to learn how to buy and build a portfolio, without paying $25k for buyers agents. To learn more, checkout:www.everythingproperty.auFacebook: http://facebook.com/everythingproperty.auInstagram: http://www.instagram.com/everythingpropertyLinkedIn: http://linkedin.com/everythingpropertyDisclaimer: The topics, conversation, opinions and discussion provided in this episode  are general in nature. As a listener you should not take or use the information discussed as financial advice. Everything Property and its associates recommend that you always engage in independent financial advice before making any investment or purchasing decision.

In this engaging conversation, Jim and Loral Langemeier explore the myths surrounding money, the importance of financial education, and the connection between health and wealth. Loral shares her insights on living a corporate life, alternative investments, and the significance of teamwork in achieving success. The discussion also highlights the Millionaire Maker Game as a tool for financial education and the necessity of being proactive in financial planning.  Key Takeaways: Corporate structure is essential: Loral breaks down how running your life through entities—rather than as an individual—creates tax efficiency, asset protection, and long-term planning advantages. Everything you were taught about money is fragmented: Financial education in schools, from CPAs, and through media often ignores how real wealth is built. Loral outlines how integrating tax, estate, and insurance strategy is the missing link. Family legacy requires intention: Teaching financial values at home, not in school, is critical. Loral discusses how games, daily conversations, and structured learning can prepare the next generation to preserve—not squander—wealth. If you're still living as a sole proprietor, waiting for permission, or putting your future in the hands of traditional advisors, this conversation will challenge you to rethink everything. Connect with Loral Langemeier: Website: https://integratedwealthsystems.com/ Website2: https://askloral.com/ YouTube: www.youtube.com/channel/UCh0WrzMl0KfuNvQq04Ncs7Q Linkedin: www.linkedin.com/in/lorallangemeier/ Instagram: www.instagram.com/askloral/ Facebook: www.facebook.com/IntegratedWealthSystems/ TikTok: www.tiktok.com/@lorallangemeier?lang=en

Send us a textAvoiding Hidden Retirement Planning Pitfalls in Your FortiesIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, discusses common mistakes high income earners in their forties make while planning for retirement. Kelly provides a step-by-step guide on estimating your retirement needs using simple rule-of-thumb math. He emphasizes the importance of considering not just regular expenses but also large, one-off expenditures like travel, homes, and weddings. The episode also highlights the advantages of working with a financial advisor to identify and plan for potential blind spots, ensuring a well-rounded and achievable retirement strategy. By understanding trade-offs and making intentional decisions, listeners can better align their retirement plans with their values and goals.00:00 Welcome to The Retire Early Retire Now Podcast00:27 The Biggest Mistake High Income Earners Make02:01 Estimating Your Retirement Number05:11 Beyond the Numbers: Planning for Life's Complexities07:31 The Importance of Accounting for Big Ticket Items10:36 Making Intentional Financial Decisions14:26 How Palm Valley Wealth Management Can Help15:50 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Send us a textFive Essential Habits for High-Income Earners: Maximize Your Financial SuccessIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, discusses five critical habits that high-income earners should adopt to achieve financial freedom and reduce stress. He emphasizes leveraging income to accelerate savings, making intentional lifestyle decisions, maintaining strong financial communication with a spouse, minimizing consumer debt, and surrounding oneself with financial experts. Current tax legislation and its implications are also briefly touched upon. Hunter provides actionable insights on automating savings, budgeting effectively, and building a solid financial plan to enable early retirement and financial independence.00:00 Introduction to Financial Freedom01:31 Current Events: Tax Bill Updates02:51 Habit 1: Leveraging Income for Savings07:54 Habit 2: Intentional Lifestyle Decisions11:10 Habit 3: Communication with Spouse14:14 Habit 4: Minimizing Consumer Debt16:39 Habit 5: Surrounding Yourself with Experts18:32 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Welcome back to another episode of the 360 Money Matters Podcast!  In this episode, we unpack Division 296 and what it means for high-income earners, particularly those with superannuation balances exceeding $3 million. We explore how this proposed legislation, though not yet law, is likely to impose a 15% tax on unrealized gains in superannuation, essentially taxing people on growth in asset value even if nothing has been sold. We walk through examples involving property and SMSFs to highlight how problematic this is, especially for illiquid assets like farms and factories. We also discuss the broader implications, including loss of public confidence in the super system, lack of indexation, and how this could eventually impact far more Australians than currently claimed. Ultimately, we emphasize the importance of strategic financial planning and early advice to navigate these looming changes. Listen to this episode to understand how Division 296 could impact your superannuation and why now is the time to plan strategically. - This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis &  Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of Akumin Financial Planning – AFSL 232706 Episode Highlights What Division 296 is and who it affects Why taxing unrealized superannuation gains is controversial How the $3 million threshold is calculated and its lack of indexation The impact on property owners, farmers, and SMSF members Strategic considerations to stay below the threshold Concerns about long-term changes and erosion of trust in the super system The potential ripple effects on broader tax policy and financial behavior Why early financial advice is crucial for high-balance super holders   Connect with Billy and Andrew! 360 Financial Strategists    Check out our latest episode here:  Apple Podcast Spotify

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:

Send Us A Message! Let us know what you think.Topic #1:  RNZ 25th of June - Thousands of over-65s earn more than $200,000 - should they get NZ Super?Topic #2: Good Returns 25th of June -Never a better time in four years for first home buyersTopic #3: RNZ 25th of June -Removing red tape key priority for FMA - reportTopic #4: Corelogic 26th of June - A good time to get that extra bedroom?Topic #5: 1News 26th of June - How bad can your credit score get before it's a problem?Support the show*Nothing from this episode should be taken as individual financial advice. *Property Advice Group Limited trading as Property Apprentice has been granted a FULL Licence with the Financial Markets Authority of New Zealand. (FSP Number: FSP157564) Debbie Roberts | Financial Adviser (FSP221305) For our Public disclosure statement please go to our website or you may request a copy free of charge.

"More than one out of three Americans earning $200,000 a year… are broke." Let that sink in. In this episode, Jaspreet breaks down the brutal truth behind why high income doesn't always equal high net worth. From rising expenses that quietly scale with your paycheck to a system designed to reward investors over employees, he exposes the financial traps that keep even six-figure earners living paycheck to paycheck. Jaspreet doesn't just call out the system...he calls out you. Because blaming inflation, taxes, or your boss won't fix your wallet. What will? Learning how the game works, and then playing it better. In this episode, Jaspreet covers: Why making more money often leads to more debt How to start investing (even with just $100) What "Always Be Buying" (ABB) really means Why understanding your spending is the first step to freedom This isn't a get-rich-quick talk. It's a get-rich-for-real wake-up call. Want more financial news? Join Market Briefs, my free daily financial newsletter: https://www.briefs.co/market Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

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High-income entrepreneurs often find themselves making strong revenue—but still feeling cash-strapped. In this episode, CPA and outsourced CFO Brian Lang explains why even the most successful working wealthy professionals feel broke and how they can break free from that cycle.We dive deep into wealth-building insights tailored for those earning between $750K to $5M annually. If you're searching for strategic tax planning tips or want to stop overpaying in taxes, this episode reveals practical solutions, including real stories of entrepreneurs saving over $100K annually through better financial strategies.From demystifying real estate investing myths to optimizing business design that actually supports your lifestyle, Brian's insights speak directly to the challenges high-income entrepreneurs face today. He also unpacks how elite earners use trusts and taxes to protect and grow their wealth—and how you can adapt those techniques without needing $100M in net worth.Whether you're scaling a service business or managing multiple income streams, Brian's CFO expertise and cash flow management wisdom deliver actionable steps to align your income with financial freedom.

Michael Fanning is a real estate coach specializing in mindset transformation and helping real estate professionals scale their businesses through strategic systems and delegation. Michael teaches "The Windmere Way" class and provides coaching to help agents transition from working harder to working smarter.This transformative episode dives deep into identifying High Income Producing Activities (HIPAs) and mastering the art of strategic delegation for real estate professionals. Michael explores the critical mindset shift from "I have to do everything" to "I choose to do what only I can do."[00:00 - 02:30] Introduction & Core ConceptWelcome and episode overviewThe mindset shift: Working smarter, not harderIntroduction to High Income Producing Activities (HIPAs)[02:30 - 08:00] Defining High Income Producing ActivitiesWhat activities actually generate revenue in real estateLead generation activities (prospecting, networking, sphere of influence)Client-facing activities (consultations, negotiations, showings)Business development and strategic partnershipsWhat's NOT on the HIPA list (administrative tasks, graphic design, etc.)[08:00 - 18:00] The Four-Phase Delegation Process ModelPhase 1: The Doer (0-10 transactions/year)Phase 2: The Strategic Delegator (10-25 transactions/year)Phase 3: The Team Builder (25-50 transactions/year)Phase 4: The Business Owner (50+ transactions/year)[18:00 - 25:00] Practical Implementation StrategyStep 1: Time audit exerciseStep 2: Calculate your target hourly rateStep 3: Start small and strategicStep 4: Create systems firstStep 5: Measure and adjust[25:00 - 32:00] Finding and Hiring Your First AssistantTypes of administrative help (Virtual assistants, local assistants, specialized services)Where to find qualified candidatesWhat to look for in candidatesProven hiring process and tips[32:00 - 37:00] Overcoming Delegation ResistanceCommon objections and mindset barriers"Nobody can do it as well as I can"Cost concerns and opportunity cost analysisFear of losing controlTime investment in training[37:00 - 40:00] Recommended Reading & ClosingBook recommendations for continued growthFinal thoughts on working smarterCall to action and contact informationTarget Goal: Spend 70% of your time on high income producing activitiesDelegation Rule: If someone else can do it for less than your target hourly rate, delegate itStart Small: Begin with one delegation decision and build from thereSystems First: Create clear processes before delegatingMindset Shift: Move from operator to orchestratorEssential Books Mentioned:Deep Work by Cal NewportThe E-Myth Revisited by Michael GerberTraction by Gino WickmanAtomic Habits by James ClearWho Not How by Dan SullivanThe Four Hour Work Week by Tim FerrissGood to Great by Jim CollinsThe Hard Thing About Hard Things by Ben HorowitzCRM Systems: Chime, CloseVirtual Assistant Platforms: Belay, Time Etc, OnlineJobs.phReal Estate VA Services: MyOutDesk, VirDeskProject Management: AsanaCommunication: SlackTraining Tool: Loom (for creating SOPs with screen recording)Job Boards: ZipRecruiter, Upwork, LinkedInReady to take your real estate business to the next level?Coaching Services AvailableWebsite: windmercoaching.comLearn about "The Windmere Way" classIndividual coaching for mindset and goal achievementComplete a one-week time audit of your activitiesCalculate your target hourly rateIdentify one task to delegate this weekChoose one recommended book to read this monthBe awesome and help somebody!If this episode helped you think differently about delegation and working smarter, please rate and review. Share with an agent who needs to hear this message - sometimes the person who needs it most is just one share away.Episode OverviewShow Segments & TimestampsKey TakeawaysRecommended Reading ListTools & Resources MentionedContact InformationEpisode Challenge

See my $230,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsCheck out these AMAZING Deals: https://amzn.to/3NGmBPTCheck out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Alpha Picks: https://www.sahg6dtr.com/3B2L85W/J8P3N/IYRI is the NEOS Real Estate High Income ETF seeks to generate high monthly income with the potential for equity appreciation. The Fund seeks to distribute high levels of monthly income through a data-driven call option strategy on ETFs that seek to track the Dow Jones U.S. Real Estate Capped Index. Let's find out if this ETF is worth a closer look.Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about Harvest Diversified High Income ETF (HHIS.TO) and its distribution giving you the impression you receive a high income. It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars  

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

Dr. Latifat is the author of the Amazon bestselling books Done With Broke: The Woman Physician's Guide to More Money and Less Hustle and The Power to Choose: The Woman Physician's Guide to Financial Liberation and Life on Your Terms. She is also the founder of MoneyFitMD, a financial empowerment platform designed to help women physicians achieve financial independence without sacrificing their well-being .In this episode, she dives deep into the paradox of high-income earners—why many women physicians who make hundreds of thousands still feel broke. She explains the mindset, systems, and steps needed to break free from the paycheck-to-paycheck cycle.Key Takeaways:You can earn a lot and still feel broke.Awareness and clarity are your first tools for change.Budget systems build lasting freedom.Timestamps: 00:00 Welcome to MoneyFitMD00:45 Why doctors feel broke at $500K+01:58 Understanding your financial behaviors05:10 The power of clarity in money management09:22 Emotional safety vs. financial security12:50 Practical steps to shift your money story17:30 Building systems, not just saving money20:15 Final words of encouragement from Dr. LatifatConnect with Dr. Latifat:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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