Podcasts about investment income

In this episode of Nurturing Financial Freedom, we dive into the implications of the newly passed federal tax bill—also known asl the “big, beautiful bill.” While the name might suggest sweeping changes, the truth is more about maintaining the status quo and preventing an expiration of key provisions from the 2017 Tax Cuts and Jobs Act. We break down what that means for retirees, investors, and anyone planning their financial future.We start with the basics. Alex explains that the bill keeps existing tax brackets intact through 2025. The seven current brackets—ranging from 10% to 37%—remain unchanged and will continue to adjust with inflation. This alone helps prevent tax hikes for most Americans. Next, we look at the standard deduction. It's staying high: $15,750 for individuals and $31,500 for married couples filing jointly in 2025. For seniors aged 65 and older, there's an added bonus—an additional $6,000 per person. That means some retired couples could deduct up to $43,500, significantly lowering their taxable income. However, this senior deduction phases out at incomes over $150,000 and disappears entirely at $250,000.Another highlight is a small but impactful update to tip and overtime tax treatment. Up to $2,500 in tips and $5,000 in overtime income will now be tax-exempt, a win for part-time workers and younger family members in service jobs. We also see an increase in the SALT (state and local tax) deduction cap—from $10,000 to $40,000—which could encourage some high earners in states like New York and California to start itemizing again.Ed takes over to unpack how this affects investments. Capital gains tax rates remain unchanged, with the familiar 0%, 15%, and 20% tiers, adjusted for inflation. The 3.8% net investment income tax—sometimes dubbed the Obamacare surcharge—still applies to higher-income earners. Importantly, the step-up in basis on inherited assets is untouched, preserving one of the most efficient methods of wealth transfer.The bill also maintains the Qualified Charitable Distribution (QCD) option, allowing those over 70½ to donate up to $100,000 directly from IRAs without increasing taxable income. Required Minimum Distributions (RMDs) still begin at age 73. We round out with a reminder on smart asset location—keeping tax-inefficient investments in tax-deferred accounts and long-term strategies in taxable accounts.While the bill doesn't overhaul the tax code, it preserves favorable conditions for most Americans, especially retirees and investors. Our advice remains: understand how these provisions impact your specific situation and reach out to a financial professional for personalized planning. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, and Jon Gay and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

AP correspondent Ben Thomas reports more Americans are shifting their money to accounts with investment income.

Watch Out For This Chinese Stock Scam! Yes, there's another scam out there trying to part you from your hard-earned money. This has happened many times in recent years and it's occurred in very small Chinese stocks that are vulnerable to manipulation. For some reason some US investors see these and think they've hit it big. US regulators try their best, but typically cannot get access to information in China to go after these people. They're so good they trick people who should know better like businesspeople and even a university professor lost $80,000 in the scam. Their advertisements show up on social media or in messages on WhatsApp and they contain investment advice that looks very convincing with the alure of big, quick returns. They trick investors into thinking that this company is on the verge of something very big and they show that there are already short-term gains, which are engineered by the scammers through manipulative trading. The hucksters come from Malaysia, Taiwan and other places around the world. Some have been so bold that for some investors who lost money, they come back with a second better offer to make up losses on the first investment. Obviously, these people have no shame and the only thing I can recommend is to stay away from small Chinese stocks, especially if you see them advertised on social media. Remember the old saying if it sounds too good to be true, it probably is.   Is The Current 401K System Out of Date? The current 401(k) system was first established 42 years ago in 1978 when the use of normal pension plans was in place and when people still worked for a single employer for most of their career. This change in 1978 was beneficial to both the employees and employers, because it gave employees control over their retirement plan and reduced the long-term financial risk for many companies with underfunded pension plans that caused multiple problems form companies during the 2008 financial crisis. Today, times have changed and employees might experience over their 40 years plus work career different jobs that may include side gigs, the launch of a business or two and potentially a change in their job that could take place as much as 12 times over their career. The benefit for employees of the 401(k) is it gives people the ability to control their retirement. If they do leave an employer, they can take their retirement with them and invest it as they see best. The problem of today with changing jobs so many times is unfortunately these employees decide to take and use the money, even though the penalties and taxes due are sometimes as high as 50%. In my opinion, there is not one good reason why you should be taking your retirement money early as you'll pay for it many times over if you reach retirement with little or no retirement funds. Believe me, it is hard being older, but it is devastating to be older with no retirement funds. It has been estimated that frequent job changes over a career can cost as much as $300,000 in retirement savings. I like the new system that has made auto enrollment the default for employees starting a new job, but there is talk that they also want to require when a worker leaves an employer that their 401(k) automatically follows them to the new job and it should contain the same contribution rates as well. I think this is a terrible idea as it could get employees that are changing jobs locked into a terrible new 401(k). It could perhaps be additional administrative work for the new employer who already has enough to take care of when you include all the regulations, they have along with health insurance and current retirement plan administration. Being an employer myself one would not believe how much employers have to do already.    The Unknown Risk of the S&P 500 Many people love investing in the S&P 500 because the recent performance has been very strong. We have talked in the past about the over concentration of technology in the index, but I was shocked to learn that 71% or roughly 351 companies in the index report either non-GAAP income or non-GAAP earnings-per-share. This is dangerous for investors because you're not comparing apples to apples and 89% of those 351 companies that made adjustments had results that appeared better. Wall Street has forced companies to continue to report higher and higher earnings each year and sometimes each quarter or else the stock gets pulverized. Non GAAP numbers were supposed to be allowed to explain extenuating or extraordinary circumstances like a factory fire or a sale of a division, but companies have abused the rule and exclude items like stock based compensation, amortization of intangible assets and currency fluctuations. The one that bugs me the most is restructuring charges that occur every year. For example, Oracle has had a restructuring charge for the past five years. Unfortunately, the SEC is absent on enforcing the rules and non-GAAP earnings have just about become the standard. The problem for investors is with no standard, you cannot compare true earnings of a company. If you have been investing as long as I have, you'll remember the last time the abuse of non-GAAP earnings was during the tech boom and bust. Some people say we are too conservative with our investing and we are missing out on some big gains, but I do believe fundamental investing and understanding the true numbers of a company is far safer and it should produce better returns in the long run.     Financial Planning: What is the Net Investment Income Tax? The Net Investment Income Tax (NIIT) is a 3.8% federal surtax that began in 2013 under the Affordable Care Act, targeting high-income individuals. It applies to any net investment income that exceeds a single taxpayer's modified adjusted gross income (MAGI) of $200,000 or $250,000 for married couples filing jointly. Crucially, these thresholds are not indexed for inflation, so while they may have seemed high in 2013, today they would equal roughly $270,000 and $337,500 in 2025 had they been indexed for inflation, meaning more taxpayers are caught by the tax over time. Net investment income includes interest, dividends, capital gains, rental income, passive business income, and the earnings portion of non-qualified annuity distributions. While non-investment income sources such as wages, IRA withdrawals or conversions, and active business profits aren't directly subject to NIIT, realizing large amounts of those sources can push your MAGI above the threshold, thereby exposing your investment income to this additional tax.  Also keep in mind, most investment income is still taxed as ordinary income as well. Only long-term capital gains and qualified dividends receive the lower capital gain tax treatment, but all investment income may trigger the NIIT if income exceeds the thresholds.   Companies Discussed: Fiserv, Inc. (FI), Pinterest, Inc. (PINS), Duke Energy Corporation (DUK) & General Mills, Inc. (GIS)

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 3160: Wanderer explains how incorporating preferred shares into a retirement portfolio can mitigate sequence-of-return risk by boosting income during the vulnerable early years of retirement. By swapping part of their bond allocation for these higher-yielding, bond-like assets, early retirees can increase cash flow while strategically managing volatility and cost. Read along with the original article(s) here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/ Quotes to ponder: "A Preferred Share is kind of a mix between a stock and a bond." "When you retire, you basically take a portion of your bond allocation and swap it for Preferreds." "Our longer term plan as our portfolio grows (and our dependence on our Yield Shield decreases) is to exit these positions and pivot back towards a normal bond ETF." Episode references: iShares S&P/TSX Canadian Preferred Share Index ETF: https://www.blackrock.com/ca/individual/en/products/239832/ishares-sptsx-canadian-preferred-share-index-etf Risk Parity Radio: https://www.riskparityradio.com/ iShares U.S. Preferred Stock ETF (PFF): https://www.ishares.com/us/products/239826/ishares-preferred-and-income-securities-etf Learn more about your ad choices. Visit megaphone.fm/adchoices

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 3160: Wanderer explains how incorporating preferred shares into a retirement portfolio can mitigate sequence-of-return risk by boosting income during the vulnerable early years of retirement. By swapping part of their bond allocation for these higher-yielding, bond-like assets, early retirees can increase cash flow while strategically managing volatility and cost. Read along with the original article(s) here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/ Quotes to ponder: "A Preferred Share is kind of a mix between a stock and a bond." "When you retire, you basically take a portion of your bond allocation and swap it for Preferreds." "Our longer term plan as our portfolio grows (and our dependence on our Yield Shield decreases) is to exit these positions and pivot back towards a normal bond ETF." Episode references: iShares S&P/TSX Canadian Preferred Share Index ETF: https://www.blackrock.com/ca/individual/en/products/239832/ishares-sptsx-canadian-preferred-share-index-etf Risk Parity Radio: https://www.riskparityradio.com/ iShares U.S. Preferred Stock ETF (PFF): https://www.ishares.com/us/products/239826/ishares-preferred-and-income-securities-etf Learn more about your ad choices. Visit megaphone.fm/adchoices

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 3160: Wanderer explains how incorporating preferred shares into a retirement portfolio can mitigate sequence-of-return risk by boosting income during the vulnerable early years of retirement. By swapping part of their bond allocation for these higher-yielding, bond-like assets, early retirees can increase cash flow while strategically managing volatility and cost. Read along with the original article(s) here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/ Quotes to ponder: "A Preferred Share is kind of a mix between a stock and a bond." "When you retire, you basically take a portion of your bond allocation and swap it for Preferreds." "Our longer term plan as our portfolio grows (and our dependence on our Yield Shield decreases) is to exit these positions and pivot back towards a normal bond ETF." Episode references: iShares S&P/TSX Canadian Preferred Share Index ETF: https://www.blackrock.com/ca/individual/en/products/239832/ishares-sptsx-canadian-preferred-share-index-etf Risk Parity Radio: https://www.riskparityradio.com/ iShares U.S. Preferred Stock ETF (PFF): https://www.ishares.com/us/products/239826/ishares-preferred-and-income-securities-etf Learn more about your ad choices. Visit megaphone.fm/adchoices

Infrastructure investing goes far beyond toll roads and airports. Shane Hurst, co-manager of the FTF ClearBridge Global Infrastructure Income fund, shares how the essential assets powering our daily lives—from regulated water utilities in the UK to the electric grids supporting AI growth in the US - can provide powerful returns. He covers how global listed infrastructure can provide exposure to powerful themes like energy transition, reshoring and AI.What's covered in this episode: What are the objectives of this fund?How do you define infrastructure?What makes a water company so appealing?How water utilities differ in UK versus USWhy electrics are the fund's largest exposureCould electric companies play a bigger part in the portfolio going forward?Three airports that stand out amongst the restAdding exposure to pipelinesCan the fund invest in emerging markets? Why Trump isn't a headwind for infrastructureThe positive and negative impacts of Trump on the sectorHow AI infrastructure could benefit this fundThe risks involved in the sectorThree themes to consider for the long termMore about the fund: This fund has an excellent yield, great performance and is managed by an experienced team. The fund has delivered for investors since its launch and you would be hard pressed to find a more experienced team of infrastructure specialists. We particularly like the fund's track record of dividend growth on top of an already generous yield.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

In this episode of Snowbirds Expat Radio, host Gerry Scott sits down with tax expert Robert Clegg to unpack the Net Investment Income Tax (NIIT) and how it affects American expatriates—particularly those living in Canada. They explore how this tax applies to real estate transactions, investment income, and the risk of double taxation, as well as the latest updates on foreign tax credits and tax treaties.Robert also provides insights into the complex process of renouncing U.S. citizenship, explaining both the legal and tax considerations. With recent court rulings potentially altering foreign tax credit applications, this episode is a must-listen for expats looking to navigate U.S. tax laws effectively.Key Takeaways:✅ What is the NIIT? – The Net Investment Income Tax applies to passive income, including real estate sales and investment gains.✅ Double Taxation Risks – U.S. citizens in Canada may face double taxation, as foreign tax credits do not currently apply to NIIT under IRS rules.✅ Real Estate & NIIT – The sale of real property is considered passive income, making it subject to NIIT taxation.✅ Foreign Tax Credits & Court Rulings – While NIIT does not qualify for foreign tax credits, recent legal decisions may change how the tax is applied to expats.✅ Renouncing U.S. Citizenship – Robert explains why the process is becoming more complex and requires careful tax and immigration planning.✅ Tax Treaties & Expats – Tax treaties between the U.S. and Canada help reduce double taxation, but gaps still exist, especially for investment income.✅ Why Was NIIT Introduced? – Originally implemented to fund healthcare subsidies under the Affordable Care Act, NIIT has had unintended tax consequences for expats.

Dr. Friday demystifies capital gains tax and the often-overlooked net investment income tax. While many know the capital gains rates of 15% or 20%, she explains how the additional 3.8% net investment tax applies at certain income thresholds, making the actual rates 18.8% or 23.8%. Get clarity on these rates and avoid surprises in your tax bill. 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. Capital gains and, more importantly, net investment income tax. So often, you hear people talk about capital gains tax—15%, 20%—but very rarely do they also mention the net investment income tax, which is 3.8% and falls in between the 15% and 20%. If you’re a single person with up to $200,000 in income, your capital gains rate is 15%. Beyond that, it’s actually 18.8% until you reach the highest rate of 23.8%. There really is no standalone 20% capital gains rate, people! If you need help or clarification, call us at 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.

In this video Jason Whitton from Positive Real Estate introduces us to the 4 (or 5) WOWs, or Weapons of Wealth, that property investors can employ right now into their investment strategies to help generate massive returns. Is it possible to start earning 6 figure sums from your investments, completely tax free? Well, let's wealth coffee chat!

I've flown back to Dubai from London Heathrow and exchanged my British pounds for Dirhams! Join me as I share my latest adventures in Dubai Creek Harbour where I'm staying in a £2000 per month one bedroom apartment, in one of my favourite spots in the city! Discover what's been keeping me, a British entrepreneur and investor very busy these past two weeks, including exciting developments with my free zone company, Handlr Zone in Dubai and plans for future content on this channel. Watch on YouTube: https://youtu.be/OnQYDNoYEsk Start a business in Dubai: https://handlrzone.com/yt Subscribe: https://www.youtube.com/c/AaronHenray Follow: https://www.instagram.com/aaronhenray   Disclaimer at https://aaronhenriques.com/disclaimer  

Excluding registered accounts, the investment income you earn is taxed in different ways. What's more, since the 2024 federal budget, certain nuances have been added. Pablo Carrera, Regional Sales Director, Individual Savings and Retirement Products, gives you an overview of taxation, which can be less complicated than it sounds!Website : https://ia.ca/economic-publications/podcasts

In the latest episode of "Money Grows on Trees: The Podcast," host Lloyd Ross dives deep into the intriguing topic of "How To Create Your Own Dividends." Inspired by Warren Buffett's advice and answering a fiery social media debate, Lloyd breaks down the mechanics of dividends, the tax advantages of investing over labor income, and how you can generate your own dividends by selling shares strategically. Whether you're a seasoned investor or just starting out, this episode offers actionable insights that can transform your financial approach and accelerate your path to wealth. Tune in to learn how to leverage your investments for maximum return and minimize your tax burden effectively. Don't miss this essential guide to making your money work harder for you!

P.M. Edition for June 5. The Wall Street Journal's David Uberti explains how a booming economy and rising household wealth are helping millions of Americans power through inflation. And the NBA is closing in on a $76 billion TV deal in a defining moment for media and sports. WSJ's Isabella Simonetti has the details. Plus, Boeing's Starliner finally blasts off on its first astronaut mission after setbacks and delays. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Instagram trying out Unskippable Ads, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

Chuck Zodda and Marc Fandetti react to the launch of the Boeing Starliner that is sending NASA astronauts to the International Space Station. Why do Americans have more investment income than ever before? Is the job market turning back in favor of employers? Why are commutes getting longer and longer? Will Americans with adjustable rate mortgages see their payments skyrocket? 

Instagram trying out Unskippable Ads, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's Pints and Portfolios Saturday June 22 in San MateoSee omnystudio.com/listener for privacy information.

Key TakeawaysUnderstanding the unique structure and benefits of closed-end funds.How CEFs use leverage to boost income without adding significant risk.Addressing common concerns about fees and market volatility in CEFs.Insights into creating a steady income stream from the public markets.Tips for using CEFs as part of a long-term investment strategy.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Steve Selengut is a seasoned investment professional with almost 50 years of experience in the industry. He specializes in income-focused investing, particularly with closed-end funds, and has recently published a book detailing his approach. Having built and sold a successful investment advisory firm, Steve continues to share his knowledge and expertise with a new generation of investors, offering practical advice on creating reliable income streams from the stock market. Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call. Join InvestorMindset.com for more!

In this video Jason Whitton from Positive Real Estate introduces us to the 4 (or 5) WOWs, or Weapons of Wealth, that property investors can employ right now into their investment strategies to help generate massive returns. Is it possible to start earning 6 figure sums from your investments, completely tax free? Well, let's wealth coffee chat!

 Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael's belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.Learn More: https://www.oppfinancial.com/Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael's belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.Learn More: https://www.oppfinancial.com/Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy

     This week I had the unbelievable  pleasure of sitting down with Monty Bynum, The Wealthy Servant! Monty has a background whose foundation is cemented in service. Monty has dedicated his life to educating, mentoring, and  providing the first responder community with the skill sets and knowledge needed to enter the world of becoming an entrepreneur.  Sit back and give this episode a listen and come away energized to explore the possibilities of developing that second or third income stream!!!!     https://www.linkedin.com/in/monty-bynum-%F0%9F%94%B1-28426433/www.thewealthyservant.com32 years serving as a USCM Officer, LEO, DEA, and Special Agent as an International EXPERT in Money Laundering & Complex Intelligence. I loved it, I just hated the pay. So, I did something about it. I became an entrepreneur and investor WHILE SERVING. We now actively ACQUIRE existing businesses and cash-flowing assets as well as partnership interest in recession-proof business models aligned with our values. BRING US OPPORTUNITIES TO REVIEW: small to mid-size businesses, residential properties, and commercial properties. Message me to receive our criteria / buy box. ACTIVELY HIRING: B2B and B2C sales professionals, capital raisers and investor relations specialists, acquisitions agents, business brokers, marketing managers, and onsite operators. *Preferential review of First Responders & Veterans for all roles. Are you a First Responder READY to build, acquire, and grow your own BUSINESS & INVESTMENT INCOME? Do you WANT to be at 6-7 figures a year in additional income? Are you ready to do the work?If that's you, JOIN The Wealthy Servant™ NATION! The Fastest Growing, Most Powerful Network In Existence Created Exclusively for First Responder Business Owners, Entrepreneurs, Investors, & Influencers.                                              SHOW SPONSOR - ON TARGET CLAIMSThis episode is being brought to you by "On Target Claims" - From Setback to Settlement On Target Claims is a team of certified and experienced Public Adjusters in Florida who have helped thousands of insured get the maximum amount for their residential, commercial, wind, water, fire, hurricane, mold, yacht and marine claims.We have the knowledge and experience to properly investigate all potential damages including all of the hidden damages that may not be obvious to the untrained eye. Since insurance companies are notorious for conducting haphazard damage investigations using preferred contractors to determine your loss our claims adjusters will create an accurate inventory of every item that was damaged so that we can prepare a detailed computer generated estimate to substantiate the true value of your loss and get you the settlement you deserve.https://www.ontargetclaims.com561-208-1775954-329-0399Thank you for taking the time to give this podcast a listen. If you would like more information on other Law enforcement Life Coach initiatives, our "Sometimes Heroes Need Help" wellness seminar or our One-On-One life coaching please visit :www.lawenforcementlifecoach.comJohn@lawenforcementlifecoach.comAnd if you would like to watch the interview you can view it in it's entirety on the Law Enforcement Life Coach YouTube Channel : https://studio.youtube.com/channel/UCib6HRqAFO08gAkZQ-B9Ajw/videos/upload?filter=%5B%5D&sort=%7B%22columnType%22%3A%22date%22%2C%22sortOrder%22%3A%22DESCENDING%22%7D

In this episode of Drilling It Down, Wes Lyon and Tyler Ott cover insights on the net investment income tax, signs of overstaffing in dental practices, and common mistakes in divorces.They emphasize the importance of accurate reporting for investments, balancing staff levels for productivity, tracking assets during divorces, selecting the right tax structure for partnerships,and seeking expert advice to avoid costly errors.If you're not already, subscribe to The McGill Advisory newsletter to keep up with all the articles mentioned in our episodes, as well as a plethora of other content. Use code Podcast20 for 20% off! Listen to our sister show, Next Gen DDS! An all-in-one resource for dental students, residents, and early career doctors, discussing both clinical and business aspects of dentistry, hosted by Wes Lyon and Dr. Scott Menaker.

Welcome to another enlightening episode of "Seeking Serenity: Navigating Treatment Models for Mental Wellness." In today's conversation, we delved deep into the world of treatment models and risk minimization with our distinguished guest, Steve Selingut. Steve, with over 40 years of experience as a professional investment manager, shared valuable insights from his latest book, "Retirement Money Secrets," guiding us on creating income independence and steering investment portfolios through retirement. We explored essential principles, including the emphasis on quality, diversification, income generation, and the often-overlooked practice of profit-taking. Steve's unique approach, influenced by a strong focus on personal experience and expertise, offers a refreshing perspective on navigating the complexities of financial wellness. As we wrapped up this insightful discussion, Steve left us with essential advice for those entering the world of investments, highlighting the significance of understanding securities, maintaining a diversified portfolio, and always prioritizing income. The connection between financial wellness and a healthy mindset became evident, emphasizing the impact of economic stability on overall well-being. To our audience, thank you for joining us on this journey to seek serenity through informed financial decisions. If you found today's episode valuable, don't forget to subscribe, rate, and leave a review. Your feedback is crucial as we continue exploring topics that empower you on your path to mental and financial well-being. Until next time, take care, stay financially empowered, and continue your pursuit of a balanced and fulfilling life.

In this episode, I show you how in just one coaching call with me, I saved Emma over $69,800 in fees, and helped her increase her annual investment income by 112% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.I also cover the following topics in this episode:- Our approach to investing- Introducing Emma- Emma's previous holdings- Emma's new investment portfolioDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

On this episode of Your Financial Choices, Laurie Siebert dives into the specifics of investing and how to properly file for investments during tax season, and takes audience questions.

Quinton Zunga – CEO, RH Bophelo SAfm Market Update - Podcasts and live stream

Get the investing books now: https://www.masterinvestor.money --- Send in a voice message: https://podcasters.spotify.com/pod/show/masterinvestor/message Support this podcast: https://podcasters.spotify.com/pod/show/masterinvestor/support

Roland Grabe, Head of Discretionary Fund Management at Old Mutual Wealth, speaks to Simon Brown of Moneyweb about life and living annuities. He says the investment market volatility, especially in bear markets, make it difficult for retirees to live satisfactorily off their investment income. In addition, investment strategy decisions are tricky and require an investor to have a qualified financial planner to guide them through the various options to how they can mitigate risk whilst maximising investment returns.

In this episode, I show you how in just one coaching call with me, I saved Tracy over $1.3M in fees, and helped her increase her annual investment income by 74% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.I also cover the following topics in this episode:- Our approach to investing- Introducing Tracy- Tracy's previous holdings- Tracy's new dividend portfolioLearn more about coaching calls with me: https://www.simplyinvesting.com/personal-assessmentDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Glenn Thum, Research Analyst, Phillip Securities Research discusses how much a moderation of net interest margins will affect UOB in the coming quarters, and the momentum behind credit cards fee growth which was a bright spot in the 2nd quarter.See omnystudio.com/listener for privacy information.

Brent and I discuss how making money via investment income can actually lower your tax rate. #IEATV www.IEAnow.com

Kelley highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing.  She looks at life events when it is important to consult your financial professional.  Those include job change or loss of job, marriage, divorce, loss of spouse, and caring for a parent.  Then she moves into a conversation which points out how retirement of today is different from that of our parents and grandparents.  Certainly, the dwindling away of the private sector pension is included along with longevity, changing habits of how and when we retire, and health care concerns that can come with a longer life. You can reach Kelley Slaught by calling 800-838-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Marty highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing.  He looks at life events when it is important to consult your financial professional.  Those include job change or loss of job, marriage, divorce, loss of spouse, and caring for a parent.  Then he moves into a conversation which points out how retirement of today is different from that of our parents and grandparents.  Certainly, the dwindling away of the private sector pension is included along with longevity, changing habits of how and when we retire, and health care concerns that can come with a longer life. You can reach Marty by calling 888-519-9096.See omnystudio.com/listener for privacy information.

In this episode, Matt and Liz Raad interviews Mohit Tater on how he buys and sells websites for passive income. Whether you want to be hands-on or hands-off, tune in to hear how Mohit bought his first website for $2,400 and sold it for $12,000. And how to create a multi-million dollar website investment company that buys and sell websites for investors. Then register for our upcoming masterclass to learn the digital skills that started it all at: https://www.ebusinessinstitute.com.au/dip

Since we don't know when the market will recover, remaining invested and having a well-constructed retirement plan is crucial: Roland Gräbe – head of DFM at Old Mutual Wealth.

Summary of the 3.8% Net Investment Income Tax ("NIIT") and how it may impact your retirement planningLinks in this episode:IRS Form 8960 - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning InsightsMy recent webinar - How to Review a Tax Return (as a Retirement Planner)My YouTube video - What is Net Investment Income Tax

If you don't want to spend all your life trading your time for money, a passive income approach is essential. It's how the wealthy get mega rich while still having plenty of time to enjoy life. Join Kris as he explains the strategy behind leveraging active and passive income to build wealth and a life you love.

Taxpayers dislike paying taxes once, and they absolutely detest paying them twice. The good news is that U.S. individuals working and/or investing abroad can often mitigate “double taxation” thanks to a few mechanisms, including foreign tax credits and bilateral tax treaties. Qualifying for these benefits can be tricky, of course. One controversial issue has been whether U.S. individuals can use foreign tax credits to offset net investment income taxes. A recent Tax Court case, Toulouse v. Commissioner, partially resolves that question, while expressly leaving open the possibility of different outcomes.

Welcome to the second episode of the new Millstone Evans Group podcast Money Conscious, hosted by President Sacha Millstone. In episode two, Sacha and her guest, bond market expert James Camp, explore in depth: How the bond market works differently than the stock market. Everyone can get the same quote on a stock price (e.g., the price at which you buy and sell).  The innovation James led at Eagle to combine dividend stocks and bonds in the same managed portfolio and offer different proportions of each to match different clients' risk tolerance levels.  Dividend rise over time and how stocks can be inflation fighters when they raise their dividends at a greater annual pace than inflation.  Why dividend paying stocks are the best performing asset class this year and why James is excited about the bond market right now. Guest: James Camp, managing director of Eagle Asset Management's Fixed Income and Strategic Income strategies. Before joining Eagle in 1997, James was a vice president in the Fixed Income Research and Mortgage Specialist groups at Raymond James & Associates following three years at ING Investment Management. He has appeared on CNBC, Bloomberg TV and FOX Business News and has been quoted in the Wall Street Journal, Bloomberg News, Reuters, the Economist, Financial Times and other financial news publications.  Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we're passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.  After you've listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!

Tech professionals are some of the best paid and most in-demand workers around the globe. And in exchange for that great pay and other incentives, it is not uncommon to log back-to-back (to back to back to back) 50, 60, or even 75-hour work weeks; ultimately leading to a burnout. One of the ways to … Continue reading 38. Developing Passive Investment Income as a Tech Professional with Christopher Nelson →

The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Capital gains vs Cash Flow. Go to our website at www.masterinvestor.education Want to see our digital products: https://www.masterinvestor.education Resources: Follow us on Instagram: www.instagram.com/masterinvestor Listen to our Podcast: https://anchor.fm/masterinvestor Subscribe to our Newsletter: https://bit.ly/masterinvestornewsletter Follow us on Tiktok: https://bit.ly/seemasterinvestortiktok Purchase a business digital Course: https://bit.ly/masterinvestordigitalc... Like our Facebook Page: https://bit.ly/masterinvestorfacebook Join our Discord: https://bit.ly/masterinvestordiscord Follow us @masterinvestor for money tips and book a service with us if need it at:

You're likely already familiar with many different types of investments and distribution terms like interest, dividends, capital gains, and return of capital. But what are the similarities and differences between different types of distributions? How do distributions affect the value of an investment? What are the tax implications? THAT is what we're going to begin talking about today:  how different investment options generate income and how that income is distributed to investors. Links mentioned in this episode: https://altblend.com https://thebahnsengroup.com

Michael Eakman, President and Founder of Adaptive Wealth Partners, talks to us about various investment incomes, and specifically about buying, selling, and renting out real estate.

Producing Investment Income through GP Stake Investing

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is the 3.8% Net Investment Income Tax (NIIT)? - What individuals are subject to the Net Investment Income Tax? - What is modified adjusted gross income? - Different modified adjusted gross incomes relate to different topics - What is the modified adjusted gross income for Net Investment Income Tax purposes? - What is included in the Net Investment Income Tax? - “What are some common types of income that are not Net Investment Income?

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

Jason Hartman wraps up his talk with Drew from yesterday, as the two leave the topic of self-management and delve into more economic lines of conversation. Jason brings up a recent Peter Schiff tweet and the two dissect whether it holds water in today's environment, as well as discussing how articially low interest rates are impacting the investing landscape we see today. They also discuss a different way to look at the rents you're collecting from your tenants in a way that makes it even more powerful than it looks at first glance. Key Takeaways: [3:01] If falling consumer prices have been good for the last 100 years, why does the Fed think they're bad now? [6:25] The artificially low interest rates are encouraging bad investments [10:24] Who's going to get hit hardest in the next recession? [14:10] Targeted advertising is keeping us from seeing a large chunk of the world today [19:54] It's important to hold yourself accountable the same way you hold your tenants accountable when dealing with your investment properties [23:57] Your tenants are working 33-40% of their work life just to pay you Website: www.JasonHartman.com/Properties