Podcasts about minimize taxes

Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff's podcast, The Long-Term Investor! In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategies. For the video recording, check out the Long Term Investor podcast on YouTube. Key Moments: 00:37 - Year-End Tax Planning for Equity Comp 03:54 - Long-Term Equity Strategy & Diversification 09:24 - Exercising Private Company Stock Options 14:10 - Managing Equity Compensation Risk 22:27 - Advanced Tactics for Mixed Equity Packages 25:38 - Strategies to Minimize Taxes on Gains 32:49 - Automated Selling with 10b5-1 Plans 34:56 - Final Tips & Takeaways

While many investors focus on asset allocation, understanding WHERE to place your investments can significantly impact your after-tax returns. This episode explains:The differences between tax-deferred, tax-free, and taxable accountsHow to minimize taxes and maximize your after-tax yieldThe best types of investments to hold in each account type, including bonds, REITs, and high-growth assets---------✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com⁠⁠✅ My personal blog & newsletter: https://www.thomaskopelman.com⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

In this episode of the Retirement Playbook, Rick Hughes discusses essential strategies for retirement planning, including the importance of education on Medicare, navigating market volatility, understanding annuities, assessing retirement readiness, and addressing concerns about Social Security. They emphasize the need for a customized retirement plan and proactive communication with financial advisors to ensure a secure financial future. Join Rick and Granger Hughes for their next event on May 13 - Understanding Medicare, Maximize Social Security & Minimize Taxes and Guard Your Life Saving Against Market Volatility. Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/See omnystudio.com/listener for privacy information.

Michelle Luevane is the founder of The Abundant Investor and owner of Synergy CPA Group and Synergy Real Estate, who helps high-net-worth earners build wealth and minimize taxes through strategic asset management.Through her bundled service packages and proactive advisory approach, Michelle guides businesses with $500K+ revenue and accredited investors to maximize benefits available through the tax code. Her firm stands out by providing real-time strategic advice rather than simply offering reactive tax preparation services.Michelle's journey reflects her commitment to evolving with clients' needs while maintaining work-life balance in a demanding industry. Having witnessed CPAs literally passing away at their desks and facing her own health challenges, she's created a firm focused on culture and kindness while navigating constant tax law changes and industry pressures. Her success in building a forward-thinking practice that promises a 200% ROI while prioritizing both client and employee wellbeing demonstrates how traditional professional services can be transformed for the modern era.Here's where to find more:www.denvertaxplanner.cpahttps://www.facebook.com/abundantinvestorhttps://www.linkedin.com/company/synergy-cpa-group/?viewAsMemb…___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Whether you're selling stocks, real estate, or a business, capital gains taxes can take a huge bite out of your profits. But here's the good news—you have control over when and how you sell assets, and with the right strategies, you can significantly reduce your tax bill. From understanding short-term vs. long-term capital gains rates, to tax-loss harvesting, tax-gain harvesting, donor-advised funds, and Qualified Opportunity Zones—this episode is packed with the insights you need to keep more of what you earn.

Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven process and avoid common mistakes. -----  Navigating equity compensation can be tricky, especially when the year-end tax clock is ticking.  In this episode, Ally Jane Ayers, a leading expert in the complex world of equity compensation, shares tax-smart strategies to optimize your stock options, RSUs, and equity packages. Whether you hold RSUs, ISOs, or stock options at a private company, Ally's insights will help you tackle tricky tax issues, reduce over-concentration risks, and align your equity with your financial goals.   Listen now and learn:   Key tax considerations for equity compensation before December 31. How to avoid costly under-withholding on RSUs. Advanced strategies to diversify concentrated stock positions and preserve gains. The power of 10b5-1 plans for stress-free stock selling.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [00:37] Key Tax Considerations for Year-End Stock Compensation Planning [03:54] The Importance of Multiyear Equity Planning [09:24] Exercising Stock Options at Private Companies [14:10] Managing Risk with Equity Compensation [22:27] Advanced Strategies for Managing Mixed Equity Packages [25:38] Creative Ways to Preserve Gains and Minimize Taxes [32:49] Leveraging 10b5-1 Plans for Stress-Free Selling [34:56] Final Tips for Equity Compensation Holders

Are you maximizing your corporate dollars to build wealth and minimize taxes, or are you leaving money on the table?As a business owner or entrepreneur, you're likely juggling countless strategies to grow your wealth while keeping your tax burden as low as possible. But navigating corporate retained earnings, investment options, and tax-efficient structures can feel like an uphill battle. The question isn't just about building your assets—it's about ensuring you keep more of what you've worked so hard to earn.This episode dives into a powerful yet often misunderstood strategy: the pass-through structure using whole life insurance. Whether you're focused on preserving wealth inside your corporation or seeking to move assets to personal hands efficiently, this conversation offers a blueprint for achieving financial security while minimizing tax liabilities.Discover how leveraging a pass-through structure can help you grow your wealth while avoiding hefty tax penalties.Learn how to integrate whole life insurance into your corporate strategy for enhanced asset growth and tax efficiency.Gain clarity on how to create a sustainable, long-term plan for retaining wealth and preparing for estate transitions.Don't miss out—play this episode now to uncover how the pass-through structure can transform your financial future and give you the upper hand in tax-efficient wealth building!Learn creative, tax compliant strategies that you should be using now: https://canadianwealthsecrets.com/discovery/Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Discover how to leverage the pass-through structure and whole life insurance to maximize tax efficiency and strategically grow your retained earnings. This episode unpacks powerful investment strategies for business owners, combining tools like infinite banking and participating whole life insurance to build wealth while minimizing corporate and income taxes. Learn how to use death benefits for estate planning, employ personal leverage to access tax-free income, and integrate corporate wealth management techniques for liability protection and smarter investing. Whether you're exploring Canadian investing, universal life insurance, or ways to achieve low tax rates, this discussion provides actionable insights to secure your financial future.Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

For many, investment real estate can offer both substantial tax benefits.  However, if your planning is not done correctly, the opposite affect can happen….your taxes can dramatically increase.  This afternoon on the Jon Sanchez Show at 3pm, we'll continue our discussion of the 7 real estate tax strategies you must be aware of if you are a real estate investor.

For many, investment real estate can offer both substantial tax benefits.  However, if your planning is not done correctly, the opposite affect can happen….your taxes can dramatically increase.  This afternoon on the Jon Sanchez Show at 3pm, we'll discuss 7 real estate tax strategies you must be aware of if you are a real estate investor.

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Financial security is not precisely about inheritance; it's about using what you receive to build a brighter future."Chapters0:01 - Introduction to Inherited IRAs0:45 - Difference Between Inheritance and Beneficiary Accounts2:15 - Key Rules for Spousal Inherited IRAs4:20 - When Should You Roll Over to Your Own IRA?7:00 - 10-Year Rule: Managing Withdrawal Deadlines10:30 - Tax Planning with Inherited IRAs12:50 - Using Inherited Funds for Roth Conversions15:00 - Strategies to Minimize Taxes on Withdrawals18:00 - Non-Spousal Beneficiaries and the 10-Year Deadline20:40 - Closing Tips: Ensuring Your Inherited Funds Work for YouConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Contact your hosts: https://taplink.cc/morelandequitycapitalWelcome to "Get Diversified," where host Jacqueline Landry explores strategies for real estate success with industry leaders. In this episode, Jacqueline welcomes Bill Smith, Director of Business Development at EOB Consulting, to discuss tax-saving strategies like cost segregation and bonus depreciation.Bill breaks down how these tools help investors maximize cash flow, reduce tax burdens, and optimize property depreciation. Whether you're new to real estate or an experienced investor, this episode is packed with practical insights to enhance your investment strategy.Tune in to learn how to leverage tax benefits and grow your portfolio effectively!

Wondering how much money to contribute to your retirement from a tax perspective? Dr. Friday shares strategic advice on managing your funds when you inherit an IRA. If you are required to take annual RMDs but are still working, you can potentially create a tax-efficient solution. By maximizing contributions to your personal 401(k), you could offset the income from those RMDs, achieving a nearly zero tax effect. This strategy helps you save on taxes while keeping your retirement investments robust. For personalized tax assistance, call 615-367-0819. 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. How much money should I be putting into my retirement? And again, I am not a financial planner, so I am not going to tell you from the financial planning point. From the tax point, I can tell you. Sometimes certain things happen. Let’s say you inherit an IRA, yet you still work. So you’re mandated to take RMDs, or Required Minimum Distributions, from that inherited IRA, and you only have 10 years to cash it out. So maybe you should be maximizing your personal 401k, taking that money out of one end, putting it in the other. Theoretically, a zero tax effect, people. That’s a great way to keep money in your pocket. If you need help, 615-367-0819. You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7. WTN.

Are you prepared to protect your wealth and pass it on to future generations, all while enjoying your financial gains today?In this episode of Canadian Wealth Secrets, Kyle Pearce and Jon Orr dive into the intricacies of the "waterfall method" and its powerful role in wealth transfer. This concept is especially critical for business owners and high-net-worth individuals who want to minimize tax burdens, preserve their wealth, and create a financial legacy that endures. They also discuss how leveraging permanent insurance policies can help you invest in assets for today while safeguarding your family's future.Learn how the waterfall method can optimize wealth transfer across generations while reducing tax impacts.Discover how to balance current spending and future security using innovative financial strategies.Get insights into structuring permanent insurance policies to maximize your asset potential in the short, medium, and long term.Tune in now to explore how the waterfall method can elevate your wealth strategy and help you leave a lasting financial legacy!ResourcesCanadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.In this episode of Canadian Wealth Secrets, Kyle and Jon explore the "waterfall method"—a powerful strategy for transferring wealth, minimizing taxes, and building a lasting legacy. They discuss how business owners can leverage permanent insurance to grow assets, optimize wealth transfer, and balance their current spending with long-term financial security.Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Send us a Text Message.Apply for services at: https://membership.markperlbergcpa.co...Join our Mailing List at: https://membership.markperlbergcpa.com/How do you create significant tax savings without getting on the IRS's radar? Join us as we break down the unique tax planning DNA that can help you legally minimize your tax liabilities. From conservative to aggressive strategies, we discuss how to optimize write-offs and substantiate deductions with precision. Learn how open dialogue with tax advisors can align your financial goals—be it liquidity, cash flow, or future wealth creation—with optimal tax outcomes. Ever thought about leveraging your investments for tax advantages? We explore how intangible drilling cost deductions can offset your W-2 and business income, and why proper documentation is key when hiring family members. Discover the tax benefits of investing in real estate syndications, energy-efficient technologies, and more. We also shed light on various business tax incentives and credits, emphasizing that strategic tax planning is a legitimate and effective way to save considerable amounts annually. Don't miss this opportunity to learn how to navigate the tax code and maximize your savings!

This episode features a discussion between Rob Black and certified financial planner Chad Burton on the topic of building a tax-conscious retirement portfolio. They delve into the importance of strategically managing investments to minimize taxes in retirement, focusing on asset allocation, dividend achievers, real estate investments, and the impact of dividends on retirement income. Chad provides insights on the significance of holding the right asset classes in the appropriate accounts to reduce tax liabilities and ensure a steady income stream during retirement. Timestamps: [00:02:19] Tax-conscious retirement portfolio. [00:04:25] Tax implications of dividends and bonds. [00:09:15] Disney's expanding cruise businesses. [00:12:33] Tax-efficient investing for wealthy individuals. [00:15:02] Tax-efficient investing strategies. [00:20:36] Costco raising starting wages. [00:22:31] Commercial real estate in San Francisco. [00:26:30] Simplifying life by selling property. [00:31:28] Dividend achievers vs handpicking. [00:34:08] Dividend Achiever approach. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Watch the video version on YouTube.    As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax management strategies, has grown in importance and popularity and has left investors asking, “How can I minimize taxes in your investment strategy?”   For today's episode, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management, to discuss the outlook for taxes, and how investors can minimize their tax burden.

Many Americans are retiring early, but this poses challenges such as healthcare costs and the lack of social security income. Planning for retirement is crucial to address these challenges. A 401k is only one part of the financial puzzle, and there are many other aspects to consider, such as social security, insurance, long-term care, and different investment options. Having a tax strategy is important to minimize the tax burden on inherited assets. It's essential to have a comprehensive plan and consider different strategies to protect and grow your retirement funds. Get your FREE Tax Planning Analysis! See omnystudio.com/listener for privacy information.

Make sure you're not overpaying taxes on your retirement income by talking to Goldstone Financial Group! More details at https://goldstonefinancialgroup.com/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com

Do you struggle with a lack of motivation when working towards your goals?In this episode of The Real Estate Mindset Podcast, we chat with Mike Mannino about his struggle with Chron's disease and how he powered through with mindset work and spirituality. Mannino started investing in real estate at a very young age, driven by his hard work ethic due to the struggles he had to push through as young as 13 years old. Mike grew up knowing real estate could bring wealth. He leaned into delayed gratification and started flipping houses rather than buying new cars and throughout his younger years of flipping houses, he used the power of positive thinking to continue changing not only his own life but his father's as well. The power of positive thinking (believing he would be successful) and consistently sharing his journey played a massive role in Mike's journey. Allowing others to watch his real estate journey gave him access to investors, which in turn built his real estate business from single family housing to multi family housing. Mike centered his goals around other people to consistently motivate his work ethic. This focus on others drove his discipline to work hard so that friends and family could build wealth alongside him. Mike advises always making your goals around others because it will drive you to work harder than what you would do for yourself. What we discuss:(0:00:30) - Mindset and Struggling With Disease At A Young Age(0:03:45) - Transitioning into the Real Estate Wealth Mindset(0:12:00) - Single Family Units to Multi-Family Units (0:13:00) - Sharing Your Journey for Marketing(0:19:50) - How To Maximize Profit and Minimize Taxes(0:23:20) - Future Real Estate Plans(0: 27:20) -Mindset and Growing A Team (0:31:00) - How To Get Into Real Estate - Getting Over The Nerves(0:34:30) - Book Recommendations To learn more about Mike Mannino:Facebook: https://www.facebook.com/MikeManninoII/ Website: www.rewbuilders.com   Youtube: https://www.youtube.com/channel/UCsOhn677YW02knTZMx9zxLA FREE TRAINING: www.55kdeal.com 

Directing RMDs Strategically to Maximize Impact and Minimize Taxes

The tax man cometh - but you don't have to fork over a fortune! That's because Goldstone Financial Group (+1-630-620-9300) provides tax optimization services to retirees and pre-retirees in Chicago. Start your journey to financial wellness by visiting https://goldstonefinancialgroup.com/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com

You've spent decades building your nest egg. Then, when you retire, you need a plan to stop saving and start spending, but not too much that you risk running out of money. As Peter with Richon Planning explains to Erin Kennedy, it's a delicate balance that requires you to consider these 6 variables:   1. A Plan to Minimize Taxes 2. Make the Right Decision about Social Security Benefits 3. Choose the Right Pension Payout 4. Balance Guaranteed Income and Long-Term Growth 5. Plan for Longevity 6. Account for Inflation   Accounting for each of these variables will be different for everyone. If you'd like to speak with a fiduciary advisor about creating your unique drawdown strategy that considers these 6 variables and many more, please reach out to Peter by calling xxx or visit www.RichonPlanning.com   #WealthManagement #Retirement #DrawdownStrategy #Taxes #SocialSecurity #Inflation #Pension #GuaranteedIncome

In this must-listen episode, we dive into the crucial world of business taxes and how you might be paying more than necessary. It's 2024, and it's time to take control! We'll explore four common reasons why businesses often overpay in taxes. This episode isn't just about numbers; it's about empowering you, the business owner, with knowledge and strategies to save money. We also discuss the latest tax law changes and how they could impact your business. Whether you're a seasoned entrepreneur or just starting out, you'll find valuable insights on how to navigate the complex tax landscape. So, tune in, take notes, and let's start keeping more of your hard-earned money in your pocket!

Maximize Gains, Minimize Taxes: 1031 Exchange Secrets for Wealth Creation with 1031X – Dive into Basics, Unleash Tax Savings, and Propel Your Portfolio Growth!

Do financial advisors have some secret blood handshake that they'll all  claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That's Mark in Minnesota's question today on YMYW. Plus, should Matthew in Seattle quit the DIY approach to his finances and hire a fee-based financial planner? What do Joe and Big Al think about Steven in Connecticut's “opposite of sequence of returns risk” strategy for retirement withdrawals and “bonuses”? Can listener Joe have an active and comfortable retirement at age 62? Elle in Los Angeles needs some spitballing on contributing to traditional or Roth 401k, student loans, and the potential tax benefits for paying mother in law for babysitting. The fellas also answer some more last-minute year-end tax questions for George, and for Chuck in Idaho. But first, Mike in CO gets priority with his voice message about tax loss harvesting. Timestamps: 01:08 - Any Reason Not to Do Tax Loss Harvesting? (Mike, Steamboat Springs, Colorado - voice) 05:46 - Should I Switch from DIY to a Fee-Based Financial Planner? (Matthew, Seattle, WA) 16:00 - If Advisor Touts 8% Returns, Why Can I Only Withdraw 4%? (Mark, MN) 24:49 - 3% Retirement Withdrawals + Bonuses = Opposite of Sequence of Returns Risk? (Steven, CT) 31:05 - Can I Have an Active and Comfortable Retirement at Age 62? (Joe) 36:35 - 401k Vs Roth 401k Contributions, Student Loans, and Babysitting Tax Benefit (Elle, Los Angeles) 41:16 - When to Pay Taxes on a 2023 Roth Conversion? (George) 43:26 - Cost Basis: First In First Out to Minimize Taxes? (Chuck, ID) 47:27 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-459  EASI Retirement Spitball Analysis: YMYW TV EASIretirement.com Free Retirement Calculator 6 Secrets to Bigger Tax Savings from Your Nonprofit Donations: YMYW TV Tax-Smart Charitable Giving Guide Episode Transcript Ask Joe & Big Al On Air for your Retirement Spitball Analysis

Milton Brown, Jr was this week's guest on Success Profiles Radio. He is a financial professional who shows pre-retirees, retirees, and business owners combat high taxes and vanishing savings to help them pave the road to financial freedom. He realized in his 20's that he wanted to learn how money works, so he embarked on a career that taught him this. We discussed how he started his company, Terian Consulting, why some people are wealthy and others aren't, how the wealthy avoid taxes by doing things that the government rewards, developing a mindset for wealth, and the two biggest enemies of wealth. In addition, we talked about what wealthy people do that others don't, his three-step strategy to help clients save up to 70% on taxes, and the importance of forming a trust. Finally, we talked about how to avoid outliving our savings and how to live tax-free in retirement. You can listen and subscribe to the show on Apple Podcasts/iTunes, and you can hear the show at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Gary Massey, founder of Massey and Company CPA. Gary has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master's degree in Accounting, and Master's degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant. Together, they discuss strategies for individuals and business owners looking to minimize their tax liability.In this episode, you will learn:Two of the best strategies individuals can use to minimize their tax bill.Five of the best strategies business owners can use to minimize their tax bill.LLC vs S Corp: Which is better for you?What you should know about IRS audits, including how to survive one.And more!Resources:Episode Transcript & Blog | Masseyandcompanycpa.com | Masseyandcompanycpa.com/blog/ | Contact Massey and Company CPA: 678-235-5460  | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Can Jessie and Becky in Iowa retire now at age 52? Should Robert and his wife file their taxes separately, to pay less tax on their required minimum distributions? Can Joe and Al validate Mike in Minnesota's retirement plan, and does a backdoor Roth make sense for him? How in the world will Mike in New York be able to retire at a reasonable age? And what will retirement income look like for Marty in San Diego? Just spitballs here, no retirement advice! Timestamps: 00:49 - Can We Retire Now at Age 52? (Jessie and Becky, IA) 10:09 - Should We File Taxes Separately to Minimize Taxes on RMDs? (Robert) 19:56 - Validate Our Retirement Plan: Does a Backdoor Roth Make Sense? (Mike, MN) 25:11 - How in the World Am I Going to Retire at a Reasonable Age? (Mike, Utica, NY) 29:19 - What Will Our Retirement Income Look Like? (Marty, San Diego) 35:06 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-453  Retirement Readiness Guide - free download Retirement Pop Quiz - how well do you know retirement? EASIRetirement.com - free retirement calculator Episode Transcript Ask Joe & Big Al On Air for your Retirement Spitball Analysis

Eunicia is an accomplished wealth strategist with over 15 years of experience in the financial services industry.   She honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies across multiple industries. Her passion is to help 6 and 7 figure leaders and business owners optimize their wealth creation efforts.    Want to find more from Eunicia? Check out… https://www.Excelstra.com ------------------------------------------------------------------ Want more Business Choreography?  Check out… Business Choreography Website  Join The Business Choreography Group  Text Us "CHOREO NOW" To Get Started: 385-442-7188   Need the tech to build your Business Choreography? Check out.... ChoreoSuite   Connect With Michael Johnson: LinkedIn | Instagram | Facebook | YouTube | Twitter | TikTok

Create buckets of cash to secure short-term savings, invest in retirement accounts, and keep liquid cash for emergencies and business operations. In this episode, Jordan West and  Chase Insogna, CEO and Founder of Insogna CPA navigates the complexities of taxes and financial planning. Together, they delve into the importance of strategic financial management and offer practical tips for entrepreneurs in the ecommerce space. Listen and learn in this episode!Key takeaways from this episode:Reinvesting all profits back into the business may not be the best strategy for personal wealth building.Having multiple buckets of cash, such as short-term savings, retirement accounts, and emergency funds, is important for financial stability.Avoiding external borrowing is a goal in e-commerce businesses.Cash flow management and covering short-term expenses is crucial for business stability.Recommended Podcast/Audiobook:The Compound and Friends:   Click HereThe Secrets to Scaling Your Ecommerce Brand: Click HereRecommended App/Tool:Miles: https://apps.apple.com/us/app/miles-travel-shop-get-cash/id1393913947Chase Ultimate Rewards: https://www.chase.com/personal/credit-cards/ultimate-rewardsSalvit Advisors: https://www.salvit.com/Salvit Advisors Leverage Playbook:  https://bit.ly/3RFKaw6Why the 'Leverage Playbook'?Data-Driven Decisions: By connecting your analytics ecosystem—be it GA, Shopify, or Amazon—Salvit Advisors will identify 2-3 immediate wins that have been lurking right under your nose.Customized Strategy: Receive a pitch deck tailored specifically for your brand, combining your unique data with their seasoned expertise.Immediate Impact: These insights aren't just theoretical. They're actionable recommendations that can drive tangible profit for your business.Data without interpretation is nothing.Today's Guest:Chase Insogna, CEO and Founder of Insogna CPA, a licensed CPA in the state of Texas. He has built a successful business, serving clients all across the country. Their unique approach combines transactional expertise with advisory coaching strategies, helping their clients navigate their financial journeys effectively.Connect and learn more about Chase and Insogna CPA:Website: https://insognacpa.comLinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma-4182539Get 5 Offers for 2 Products (10 in total) along with 10 highly engaging tried and true creatives, 30 captivating headlines, descriptions, and ad texts sent to you for only $99. Go to https://www.upgrowthcommerce.com/offer and order now - this offer is only available for a limited time.We love our podcast community and listeners so much that we have decided to offer a free eCommerce Growth Plan for your brand! To learn more and how we can help, click here: upgrowthcommerce.com/grow Join our community and connect with other eCommerce brand owners and marketers! https://www.facebook.com/groups/secretstoscalingpodcast

Do you know what RMDs are? Do you know how they will impact you in retirement? Have you thought about tax implications in retirement planning? All these questions will be addressed in this week's episode of the HopeFilled Financial Podcast. You don't want to miss this critical information! In the today's story, Jay shares the different strategies of eating/stashing your halloween candy. How might this relate to personal finance? Find out by listening all the way through!  The budget tip of the day gives you a starting point to estimate how much you might spend on groceries each month. If you aren't sure where to start, this is the budget tip for you. Our listener question asks if you can make more money skipping going to college. Jay gives a detailed analysis of the potential paths one might take after high school and how that will affect your overall earning power and nest egg building. Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. We release a new full episode every Tuesday! Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own. Our Website: HopeFilledFinancial.com Music: "Take Me Higher" by Jahzzar Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/b... or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.

Have you ever wondered what it takes to set up your own company? In this podcast episode, I share my personal journey of starting UserQuest and the obstacles I encountered along the way. One of the biggest challenges was finding accountants who truly understood my software-as-a-service business model and the complexities of taxation. It was frustrating to navigate through the options for managing taxes, such as setting up the company in Estonia, only to realize the potential risks involved.Join me as I share my experiences and insights, and hopefully, you'll find inspiration for your own entrepreneurial journey.LinksJoin The WBE CommunityTry PodSqueezeSponsor the podcastBuy WBE MerchBuy The Bootstrapper's GuideDM me on TwitterTimestampsSetting up a company [00:02:04]Tiago discusses the process of setting up a company, specifically in Portugal or Europe, and shares his experience and learnings.Challenges with finding an accountant [00:04:05]Tiago talks about the difficulties they faced in finding an accountant who understood their business model and could provide accurate tax advice.Reducing taxes [00:06:48]Tiago explains the research and efforts they made to try and reduce their taxes, as they were being taxed at a high rate that didn't align with their online business model.The frustrations of setting up a company [00:07:46]Tiago discusses the frustrations he faced when seeking advice on setting up a company and the simplicity that others claimed it to be.Investigating options in Singapore [00:08:44]Tiago explores the idea of setting up a company in Singapore, including the lower taxes and the requirement for a stakeholder to live in Singapore.Exploring Madeira as an option [00:09:45]Tiago considers Madeira as a potential location for their company, the concept of fiscal paradises, and the need to live in Madeira for tax benefits.Setting up a company in Estonia [00:15:37]Discusses the options and tax implications of setting up a company in Estonia, including paying taxes on dividends and profits.Double taxation and treaties [00:17:42]Explains the issue of double taxation when living in one country and having a company in another, and how treaties can help mitigate this problem.Legal concerns and hiring a lawyer [00:19:39]Details the decision to hire a lawyer to determine the legality of having a company in Estonia while living in Portugal, and the potential consequences of not paying taxes in the correct jurisdiction.Deciding on Estonia or Portugal [00:23:16]Tiago discusses the pros and cons of setting up a company in Estonia and Portugal, including the risks and potential benefits.Affordability of fines [00:25:29]Tiago reflects on the ability to afford fines and how it influenced the decision to choose Portugal for their company.Challenges with company registration in Portugal [00:27:20]Tiago shares the frustrating process of registering a company name in Portugal, including the slow bureaucracy and issues with the registration tool.Setting up the company [00:30:14]The speaker discusses the challenges they faced while trying to set up their company and the decision to physically go to the finance department.Setting up a business bank account [00:31:09]The speaker talks about the process of setting up a business bank account and their decision to go with Revolut, an online bank.Managing company expenses and taxes [00:33:06]The speaker explains the concept of minimizing company profits to reduce taxes and discusses strategies to take money out of the company as expenses.Lessons learned from the process [00:38:22]Tiago discusses the importance of doing your own research and asking questions when it comes to finances and taxes.The value of consulting a lawyer [00:39:30]Tiago explains the benefits of seeking professional advice from a lawyer who understands the law and can provide reliable information.Utilizing Chat GPT for assistance [00:40:30]Tiago shares how they used Chat GPT for calculations and comparisons, emphasizing its helpfulness in testing different scenarios.

Today, we have an amazing guest, Matt Bontrager, who makes a lot of impact talking about bookkeeping and accounting, the power of working with a team, and the game of saving more money and building wealth by minimizing taxes and avoiding audits! Matt Bontrager is a CPA, and Managing Partner at TrueBooks, a platform that provides Tax, Accounting, Bookkeeping, and CFO Services for real estate investors. He is also the Founder of Bookkeeping Blueprint, a groundbreaking bookkeeping course that leverages AI technology to help you build a 6-figure business from scratch. Through Matt's entrepreneurial spirit, and expertise in accounting, in 2020, he jumped off the cliff from a solid W2 role to engage partnership and build a firm. He always makes accounting attractive, and able to help people pay less (sometimes zero) in taxes.   Some Questions I Ask: Where did these all start and how TrueBooks came to be? How did you exercise that confidence and lean into that identity as a business owner? How did you position yourself and what did you do to make yourself an attractive partner? Why is Accounting so important and why so many people neglect this area when it comes to finances? What are some of those mistakes that you see entrepreneurs and business owners making with their taxes and finances? How do you dissect P&L and Balance Sheets? What is the healthy rhythm and approach for how to stay intimate with your P&L and Balance Sheet? When should people be thinking about how far and advance should they be talking with their CPA or thinking about tax planning to save much money? How should business owners be thinking and approaching the budget for proper accounting and tax planning? Is there any new IRS code that's changing for investors and entrepreneurs to be paying attention to in the near future? What are the best practices that people should take to avoid getting audited? What are some of the best proven tax loopholes that people should be consistently looking at taking advantage of these and they aren't?   In This Episode, You Will Learn: Mitigating risk and cloud thoughts on shifting career path.  The power of working with a team to succeed faster. The importance of getting in tune with your income and expenses.  Saving a ton of money with bookkeeping.  Matt's best tax planning advice.  How to avoid big audits.    Quotes: “[Accounting] It is truly a language of business.” “Your accounting should be saving you a ton of money, much more than what you are paying them.”   Resources Mentioned: Quickbooks   Connect with Matt Bontrager on:  https://www.instagram.com/mattbontrager/ https://www.truebookscpa.com/   Sponsor Links: Brevo: Visit https://brevo.com/mindcast or Use the code MINDCAST and get 50% off your first 3 months!   Show Brought To You By: www.MillionaireMindcast.com Questions? Comments? Do you have a success story you would like to share on the show?  Send us an email to: Questions@MillionaireMindcast.com

Welcome back to the Ed Parcaut podcast! In today's episode, we have a special guest joining us, the one and only Robert White. Get ready to be inspired and empowered as we dive deep into the world of resilience and transformation. As always, our goal is to embrace the brilliance within each and every one of us.  In this episode, we'll explore the importance of embracing failures and learning from them, rather than being afraid of making mistakes. Our guest, the renowned Robert White, will share his personal experiences and insights, shedding light on how setbacks can ultimately lead to incredible triumphs.  But that's not all. We'll also delve into the intricacies of leadership and how to attract and retain good employees by fostering a purpose-driven work environment. We'll discover the significance of continuous personal growth and development as essential tools for effective leadership.  So get ready to engage and be inspired, as we uncover the secrets to personal and professional success. This episode is packed with valuable stories, thought-provoking insights, and practical tips that you can apply to your own journey.  But before we dive into our conversation with Robert White, I want to remind you to visit therobertwhite.com. On his website, you'll find a treasure trove of resources, including his bestselling book, "Living an Extraordinary Life," which has captured the hearts of readers in three languages. And if you're looking for a weekly dose of positivity and inspiration, be sure to sign up for Robert's newsletter, "An Extraordinary Minute."  So grab your headphones, sit back, and get ready for a truly extraordinary episode filled with resilience, transformation, and the pursuit of living our best lives. Let's jump right in! #ExtraordinaryLiving#EmbraceTheSetbacks#FromMistakesToTriumphs#SourceYourSuccess#PurposefulLeadership#ContinuousGrowth#TakeResponsibility#BeTheSource#LearnAndEvolve#SourcingBusinessEveryDay#EmbraceFailures#TransformationStories#InnerEdisonPodcast#BrillianceWithin#AccountabilityMatters#BeingTheBestVersionOfYou#EdParcautPodcast #RobertWhiteEpisode #BusinessLeadership #EmployeeOwnership #PurposeAndVision #LearningFromMistakes #TransformingSetbacks #EmbracingFailures #ContinuousGrowth #SourceBusinessConsistently

In this podcast episode, we delve further into the world of tax planning in retirement. We stress the importance of basic financial education and understanding the tax buckets that can significantly impact tax liability. Joe emphasizes the long-term benefits of tax deferral, debunking misconceptions that can lead to missed opportunities. Read the full show notes and find more information here: EP 49 Show Notes

Are you tired of feeling like your money just disappears into the black hole of taxes, creditors, banks and the stock market? Do you want to take control of your finances and say goodbye to sneaky hidden fees?Then you can't miss Mike's guest today, Jayson Lowe, the creator of “The Jayson Lowe Method.'' This guy is a financial wizard and he's going to share some profound wealth generation secrets that will not only enlighten you, but will completely blow your mind.Imagine living off passive income, teaching your kids the ins and outs of becoming your own banker and creating financial certainty for your family. Wouldn't that be a dream come true?This episode is for anyone who wants to make their money work for them stress free. It's time to stop being controlled by the debt, the banks, outside systems and start calling the shots.They'll unpack the truth about your hard-earned money and its common tendency to disappear into the abyss of taxes, creditors, banks, and the stock market. (The revelation will be visceral — brace yourself!)The good news is that Jayson shows you how to step away from the control of banks, debt, and external systems and finally take charge of your own financial destiny.Ready to delve into the financial matrix with them? Get ready to change your money mindset and embrace the true power of financial freedom! It's a simple click away:Key Takeaways (02:48) Jayson Lowe's inspiring manifest (10:27) The domino that tipped over the financial industry (16:12) The difference between the chaos method and the Jayson Lowe Method (20:34) There is no such thing as too many deposits in the bank (38:54) How to use this model for your business (53:09) What happens when you implement the method? Additional Resources Get Jayson's FREE GOODIES (including 3 books, a video and case studies) and learn how to work with him and his team. Watch the REPLAY of my 2023 Predictions Webcast NOW!

Goldstone Financial Group (630-620-9300) in Chicago offers the comprehensive estate planning you need. Benefit from their custom-tailored guidance now, and relax knowing your loved ones are provided for in the future. Book your complimentary consultation at https://www.goldstonefinancialgroup.com/contact-us Goldstone Financial Group 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com

If you live in Hoffman Estates, the expert investment advisors at Goldstone Financial Group (630-620-9300) can help you create a legacy plan that protects your assets and loved ones from the IRS. Go to https://goldstonefinancialgroup.com/ for more information. Goldstone Financial Group 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com

Once you pass away, your assets, including any businesses you own, can be passed on to your spouse, children, or anyone else you designate. However, they may be subject to taxes unless you prepare a sound estate plan that uses the right instruments. Lavelle Law Shareholder Brian Warens discusses how to minimize tax obligations for your heirs in this detailed estate planning discussion.

Are you an entrepreneur or creator looking for ways to build engagement with your community? If so, let us introduce you to Fanbase - the revolutionary app designed specifically for content creators that provides powerful tools to grow and engage their fanbase. This app gives users access to a comprehensive suite of features that allow them to easily communicate with their followers, run marketing campaigns, measure performance analytics, and much more. It's no wonder why many leading entrepreneurs are building on the platform - it helps them level up their businesses quickly and build meaningful relationships with their audiences in an efficient way and monetize from day one. In this episode of @thecortezhustleshow we'll discuss why every entrepreneur & creator should be looking into Fanbase as part of their digital strategy!====================Monetize My Life Academy is the premier school of online entrepreneurship that provides all of the tools, templates, training, resources, and support to build a profitable & powerful online business as a micro-influencer or content creator. https://www.monetizemylifeacademy.com/* Dedicated Business Phone #* Unlimited Sales Funnels* Unlimited Websites* Unlimited Email List Building* Built-in Email Autoresponder* 2-Way SMS Text Messaging w/Autoresponder* And much more...Test drive the system for a full 7 days for $1 - https://www.monetizemylifeacademy.com/-Other helpful resources for entrepreneurs and small business owners-Access to capital is one of the biggest challenges that small business owners face. Our free Biz Credit Helper Masterclass will teach you everything you need to know to prepare your business to access both Business Credit and Business funding. Watch it on-demand by clicking here.If you're a coach, consultant, network marketer, or online influencer looking to build an amazing brand, check out https://personalbranding365.com It's an amazing resource for walking you through the process of building a powerful, profitable personal brand step-by-step.Launch your own Software Company in 30 Days with Go HighLevel. Free course walks you through every step from setup to getting your first client. The course is free and you can start with GHL for free for the first 14-days. Literally no risk to you https://saas.digitalempiresystem.comGrab your FREE copy of  @Russell Brunson - ClickFunnels  "Expert Secrets" by clickinghere https://bit.ly/tomexpertsecrets1 After you complete your purchase for the book I HIGHLY recommend that you take the upsell and get all of the books in the trilogy. Trust me, you'll need them all.Join our FREE Facebook group here: https://www.facebook.com/groups/localbizmarketingmastermindFree Internet Marketing Checklist For Small Business Owners https://www.localbizmarketingpros.com/checklist-downloadGoogle My Business 3.0 Training Guide https://gmb.blackbizsuccess.com14-Day FREE Trial with Go HighLevel click here: https://bit.ly/tomghlFree business credit masterclass https://bizcredithelper.comThe Cortez Hustle Show Book Of The Month is "Expert Secrets" by Russell Brunson Get Your Free Copy Here!Text the keyword "Mastermind" to 314-866-4053 to join our private group and get hundreds of dollars in free training & resources weekly. This mastermind is 100% FREE.Support Our Show Partner Bob CraneClick here for FREE Financial Resources: https://bit.ly/tchsbobOpen Arms Wellness - For all of your mental health needs. Take a quick survey to get matched up with the right counselor today: https://bit.ly/h2htherapistmatchOther helpful resources:Dominate Social Media And Build An Attractive, Powerful Profitable, Personal Brand https://personalbranding365.comDesign stunning graphics for your brand try Canva Pro here https://bit.ly/tomcanvaUse Content Study to schedule your social media post to be omnipresent on all platforms: https://tomcontentstudio+++3 TOOLS EVERY ENTREPRENEUR NEEDS TO GROW +++1. Digital Marketing Platform - Create your own websites, sales funnels, digital products, online communities, and more with the Digital Empire System. It's the Premier All-In-One Digital Marketing Platform. Start your 14 Day FREE trial of Go HighLevel by Clicking Here!2. Mentorship/Mastermind - Every entrepreneur should have a coach, mentor, or be part of a mastermind group. The Monetize My Life Academy is the premier Digital Marketing Mastermind for entrepreneurs looking to get more out of the internet and social media. If you're looking to grow your online presence this is the mastermind group for you. Click Here3. Financial Education - Ask any entrepreneur why they're building a business and I guarantee that "LEGACY" is in their top 3 answers. Having the right financial education is what makes building that legacy a reality. Our FinancialEdge membership is designed with unlimited access to professionals to help you Minimize Taxes, Improve Credit, Reduce Debt, And Grow Your Money For Retirement with Done-For-You Real Estate Investing and Other Strategies. Click Here==ABOUT THE CORTEZ HUSTLE SHOW==iTunes: Click HereStitcher: Click HereSpotify: Click HereGoogle Podcast: Click HereAmazon Music: Click Here====================================================Email: hcortez@ThorntonOnlineMarketing.comWebsite https://localbizmarketingpros.comhttps://www.facebook.com/localbizmarketingproshttp://instagram.com/localbizmarketingproshttp://twitter.com/cortezspringerDISCLAIMER: H Cortez aka Financial Health Mentor is NOT afinancial advisor/planner or CPA. The information shared on this channel is not financial advice but instead examples of actual experiences of H Cortez and the guests of the channel. Also, any mention/reference to income is NOT a guarantee but merely an example of potential income that could be made if one puts in the work required. Always see a certified professional assist you in your financial matters. Finally, the links recommended in most cases pay me a small commission if you were to click through and buy. That's one of the ways I finance the podcast.=====REFERENCES & ACKNOWLEDGEMENTS=====Article Reference: https://www.forbes.com/sites/forbescommunicationscouncil/2022/09/09/fans-and-followers-how-they-differ-and-what-it-means-for-content-creators1 Minute Motivation YouTube CreditShow Some Love To The "Beautiful Journey" Channel: Click Here1-Minute Motivation Video: Click HereIntro Music for The Cortez Hustle Show Intro Courtesy of Anno Domini Beats

Whether you're planning to pass down your estate to loved ones or you've just inherited one yourself,  you should consider these important steps presented by  Laurence Hale, AAMS®, CRPS®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Are you a small business owner who's feeling overwhelmed?Don't worry, you're not alone. Every business owner has to face a ton of difficult questions. But don't worry, we've got you covered. In this episode of #thecortezhustleshow, we'll answer some of the most important questions every small business owner must answer about their business.====================Monetize My Life Academy is the premier school of online entrepreneurship that provides all of the tools, templates, training, resources, and support to build a profitable & powerful online business as a micro-influencer or content creator. https://www.monetizemylifeacademy.com/* Dedicated Business Phone #* Unlimited Sales Funnels* Unlimited Websites* Unlimited Email List Building* Built-in Email Autoresponder* 2-Way SMS Text Messaging w/Autoresponder* And much more...Test drive the system for a full 7 days for $1 - https://www.monetizemylifeacademy.com/-Other helpful resources for entrepreneurs and small business owners-Access to capital is one of the biggest challenges that small business owners face. Our free Biz Credit Helper Masterclass will teach you everything you need to know to prepare your business to access both Business Credit and Business funding. Watch it on-demand by clicking here.If you're a coach, consultant, network marketer, or online influencer looking to build an amazing brand, check out https://personalbranding365.com It's an amazing resource for walking you through the process of building a powerful, profitable personal brand step-by-step.Launch your own Software Company in 30 Days with Go HighLevel. Free course walks you through every step from setup to getting your first client. The course is free and you can start with GHL for free for the first 14-days. Literally no risk to you https://saas.digitalempiresystem.comGrab your FREE copy of  @Russell Brunson - ClickFunnels  "Expert Secrets" by clickinghere https://bit.ly/tomexpertsecrets1 After you complete your purchase for the book I HIGHLY recommend that you take the upsell and get all of the books in the trilogy. Trust me, you'll need them all.Join our FREE Facebook group here: https://www.facebook.com/groups/localbizmarketingmastermindFree Internet Marketing Checklist For Small Business Owners https://www.localbizmarketingpros.com/checklist-downloadGoogle My Business 3.0 Training Guide https://gmb.blackbizsuccess.com14-Day FREE Trial with Go HighLevel click here: https://bit.ly/tomghlFree business credit masterclass https://bizcredithelper.comThe Cortez Hustle Show Book Of The Month is "Expert Secrets" by Russell Brunson Get Your Free Copy Here!Text the keyword "Mastermind" to 314-866-4053 to join our private group and get hundreds of dollars in free training & resources weekly. This mastermind is 100% FREE.Support Our Show Partner Bob CraneClick here for FREE Financial Resources: https://bit.ly/tchsbobOpen Arms Wellness - For all of your mental health needs. Take a quick survey to get matched up with the right counselor today: https://bit.ly/h2htherapistmatchOther helpful resources:Dominate Social Media And Build An Attractive, Powerful Profitable, Personal Brand https://personalbranding365.comDesign stunning graphics for your brand try Canva Pro here https://bit.ly/tomcanvaUse Content Study to schedule your social media post to be omnipresent on all platforms: https://tomcontentstudio+++3 TOOLS EVERY ENTREPRENEUR NEEDS TO GROW +++1. Digital Marketing Platform - Create your own websites, sales funnels, digital products, online communities, and more with the Digital Empire System. It's the Premier All-In-One Digital Marketing Platform. Start your 14 Day FREE trial of Go HighLevel by Clicking Here!2. Mentorship/Mastermind - Every entrepreneur should have a coach, mentor, or be part of a mastermind group. The Monetize My Life Academy is the premier Digital Marketing Mastermind for entrepreneurs looking to get more out of the internet and social media. If you're looking to grow your online presence this is the mastermind group for you. Click Here3. Financial Education - Ask any entrepreneur why they're building a business and I guarantee that "LEGACY" is in their top 3 answers. Having the right financial education is what makes building that legacy a reality. Our FinancialEdge membership is designed with unlimited access to professionals to help you Minimize Taxes, Improve Credit, Reduce Debt, And Grow Your Money For Retirement with Done-For-You Real Estate Investing and Other Strategies. Click Here==ABOUT THE CORTEZ HUSTLE SHOW==iTunes: Click HereStitcher: Click HereSpotify: Click HereGoogle Podcast: Click HereAmazon Music: Click Here====================================================Email: hcortez@ThorntonOnlineMarketing.comWebsite https://localbizmarketingpros.comhttps://www.facebook.com/localbizmarketingproshttp://instagram.com/localbizmarketingproshttp://twitter.com/cortezspringerDISCLAIMER: H Cortez aka Financial Health Mentor is NOT afinancial advisor/planner or CPA. The information shared on this channel is not financial advice but instead examples of actual experiences of H Cortez and the guests of the channel. Also, any mention/reference to income is NOT a guarantee but merely an example of potential income that could be made if one puts in the work required. Always see a certified professional assist you in your financial matters. Finally, the links recommended in most cases pay me a small commission if you were to click through and buy. That's one of the ways I finance the podcast.=====REFERENCES & ACKNOWLEDGEMENTS=====Article Reference: https://www.americanexpress.com/en-us/business/trends-and-insights/articles/10-most-crucial-business-questions1 Minute Motivation YouTube CreditShow Some Love To The "Beautiful Journey" Channel: Click Here1-Minute Motivation Video: Click HereIntro Music for The Cortez Hustle Show Intro Courtesy of Anno Domini Beats

Are you a small business owner who's feeling overwhelmed?Don't worry, you're not alone. Every business owner has to face a ton of difficult questions. But don't worry, we've got you covered. In this episode of #thecortezhustleshow, we'll answer some of the most important questions every small business owner must answer about their business.====================Monetize My Life Academy is the premier school of online entrepreneurship that provides all of the tools, templates, training, resources, and support to build a profitable & powerful online business as a micro-influencer or content creator. https://www.monetizemylifeacademy.com/* Dedicated Business Phone #* Unlimited Sales Funnels* Unlimited Websites* Unlimited Email List Building* Built-in Email Autoresponder* 2-Way SMS Text Messaging w/Autoresponder* And much more...Test drive the system for a full 7 days for $1 - https://www.monetizemylifeacademy.com/-Other helpful resources for entrepreneurs and small business owners-Access to capital is one of the biggest challenges that small business owners face. Our free Biz Credit Helper Masterclass will teach you everything you need to know to prepare your business to access both Business Credit and Business funding. Watch it on-demand by clicking here.If you're a coach, consultant, network marketer, or online influencer looking to build an amazing brand, check out https://personalbranding365.com It's an amazing resource for walking you through the process of building a powerful, profitable personal brand step-by-step.Launch your own Software Company in 30 Days with Go HighLevel. Free course walks you through every step from setup to getting your first client. The course is free and you can start with GHL for free for the first 14-days. Literally no risk to you https://saas.digitalempiresystem.comGrab your FREE copy of  @Russell Brunson - ClickFunnels  "Expert Secrets" by clickinghere https://bit.ly/tomexpertsecrets1 After you complete your purchase for the book I HIGHLY recommend that you take the upsell and get all of the books in the trilogy. Trust me, you'll need them all.Join our FREE Facebook group here: https://www.facebook.com/groups/localbizmarketingmastermindFree Internet Marketing Checklist For Small Business Owners https://www.localbizmarketingpros.com/checklist-downloadGoogle My Business 3.0 Training Guide https://gmb.blackbizsuccess.com14-Day FREE Trial with Go HighLevel click here: https://bit.ly/tomghlFree business credit masterclass https://bizcredithelper.comThe Cortez Hustle Show Book Of The Month is "Expert Secrets" by Russell Brunson Get Your Free Copy Here!Text the keyword "Mastermind" to 314-866-4053 to join our private group and get hundreds of dollars in free training & resources weekly. This mastermind is 100% FREE.Support Our Show Partner Bob CraneClick here for FREE Financial Resources: https://bit.ly/tchsbobOpen Arms Wellness - For all of your mental health needs. Take a quick survey to get matched up with the right counselor today: https://bit.ly/h2htherapistmatchOther helpful resources:Dominate Social Media And Build An Attractive, Powerful Profitable, Personal Brand https://personalbranding365.comDesign stunning graphics for your brand try Canva Pro here https://bit.ly/tomcanvaUse Content Study to schedule your social media post to be omnipresent on all platforms: https://tomcontentstudio+++3 TOOLS EVERY ENTREPRENEUR NEEDS TO GROW +++1. Digital Marketing Platform - Create your own websites, sales funnels, digital products, online communities, and more with the Digital Empire System. It's the Premier All-In-One Digital Marketing Platform. Start your 14 Day FREE trial of Go HighLevel by Clicking Here!2. Mentorship/Mastermind - Every entrepreneur should have a coach, mentor, or be part of a mastermind group. The Monetize My Life Academy is the premier Digital Marketing Mastermind for entrepreneurs looking to get more out of the internet and social media. If you're looking to grow your online presence this is the mastermind group for you. Click Here3. Financial Education - Ask any entrepreneur why they're building a business and I guarantee that "LEGACY" is in their top 3 answers. Having the right financial education is what makes building that legacy a reality. Our FinancialEdge membership is designed with unlimited access to professionals to help you Minimize Taxes, Improve Credit, Reduce Debt, And Grow Your Money For Retirement with Done-For-You Real Estate Investing and Other Strategies. Click Here==ABOUT THE CORTEZ HUSTLE SHOW==iTunes: Click HereStitcher: Click HereSpotify: Click HereGoogle Podcast: Click HereAmazon Music: Click Here====================================================Email: hcortez@ThorntonOnlineMarketing.comWebsite https://localbizmarketingpros.comhttps://www.facebook.com/localbizmarketingproshttp://instagram.com/localbizmarketingproshttp://twitter.com/cortezspringerDISCLAIMER: H Cortez aka Financial Health Mentor is NOT afinancial advisor/planner or CPA. The information shared on this channel is not financial advice but instead examples of actual experiences of H Cortez and the guests of the channel. Also, any mention/reference to income is NOT a guarantee but merely an example of potential income that could be made if one puts in the work required. Always see a certified professional assist you in your financial matters. Finally, the links recommended in most cases pay me a small commission if you were to click through and buy. That's one of the ways I finance the podcast.=====REFERENCES & ACKNOWLEDGEMENTS=====Article Reference: https://www.americanexpress.com/en-us/business/trends-and-insights/articles/10-most-crucial-business-questions1 Minute Motivation YouTube CreditShow Some Love To The "Beautiful Journey" Channel: Click Here1-Minute Motivation Video: Click HereIntro Music for The Cortez Hustle Show Intro Courtesy of Anno Domini Beats

As a small business owner, you know that getting access to capital can be difficult. But don't worry, we've got 5 ways to make your business more attractive to lenders! Watch this video and learn how to increase your chances of getting the loan you need.====================Monetize My Life Academy is the premier school of online entrepreneurship that provides all of the tools, templates, training, resources, and support to build a profitable & powerful online business as a micro-influencer or content creator. https://www.monetizemylifeacademy.com/* Dedicated Business Phone #* Unlimited Sales Funnels* Unlimited Websites* Unlimited Email List Building* Built-in Email Autoresponder* 2-Way SMS Text Messaging w/Autoresponder* And much more...Test drive the system for a full 7 days for $1 - https://www.monetizemylifeacademy.com/-Other helpful resources for entrepreneurs and small business owners-Access to capital is one of the biggest challenges that small business owners face. Our free Biz Credit Helper Masterclass will teach you everything you need to know to prepare your business to access both Business Credit and Business funding. Watch it on-demand by clicking here.If you're a coach, consultant, network marketer, or online influencer looking to build an amazing brand, check out https://personalbranding365.com It's an amazing resource for walking you through the process of building a powerful, profitable personal brand step-by-step.Launch your own Software Company in 30 Days with Go HighLevel. Free course walks you through every step from setup to getting your first client. The course is free and you can start with GHL for free for the first 14-days. Literally no risk to you https://saas.digitalempiresystem.comGrab your FREE copy of  @Russell Brunson - ClickFunnels  "Expert Secrets" by clickinghere https://bit.ly/tomexpertsecrets1 After you complete your purchase for the book I HIGHLY recommend that you take the upsell and get all of the books in the trilogy. Trust me, you'll need them all.Join our FREE Facebook group here: https://www.facebook.com/groups/localbizmarketingmastermindFree Internet Marketing Checklist For Small Business Owners https://www.localbizmarketingpros.com/checklist-downloadGoogle My Business 3.0 Training Guide https://gmb.blackbizsuccess.com14-Day FREE Trial with Go HighLevel click here: https://bit.ly/tomghlFree business credit masterclass https://bizcredithelper.comThe Cortez Hustle Show Book Of The Month is "Expert Secrets" by Russell Brunson Get Your Free Copy Here!Text the keyword "Mastermind" to 314-866-4053 to join our private group and get hundreds of dollars in free training & resources weekly. This mastermind is 100% FREE.Support Our Show Partner Bob CraneClick here for FREE Financial Resources: https://bit.ly/tchsbobOpen Arms Wellness - For all of your mental health needs. Take a quick survey to get matched up with the right counselor today: https://bit.ly/h2htherapistmatchOther helpful resources:Dominate Social Media And Build An Attractive, Powerful Profitable, Personal Brand https://personalbranding365.comDesign stunning graphics for your brand try Canva Pro here https://bit.ly/tomcanvaUse Content Study to schedule your social media post to be omnipresent on all platforms: https://tomcontentstudio+++3 TOOLS EVERY ENTREPRENEUR NEEDS TO GROW +++1. Digital Marketing Platform - Create your own websites, sales funnels, digital products, online communities, and more with the Digital Empire System. It's the Premier All-In-One Digital Marketing Platform. Start your 14 Day FREE trial of Go HighLevel by Clicking Here!2. Mentorship/Mastermind - Every entrepreneur should have a coach, mentor, or be part of a mastermind group. The Monetize My Life Academy is the premier Digital Marketing Mastermind for entrepreneurs looking to get more out of the internet and social media. If you're looking to grow your online presence this is the mastermind group for you. Click Here3. Financial Education - Ask any entrepreneur why they're building a business and I guarantee that "LEGACY" is in their top 3 answers. Having the right financial education is what makes building that legacy a reality. Our FinancialEdge membership is designed with unlimited access to professionals to help you Minimize Taxes, Improve Credit, Reduce Debt, And Grow Your Money For Retirement with Done-For-You Real Estate Investing and Other Strategies. Click Here==ABOUT THE CORTEZ HUSTLE SHOW==iTunes: Click HereStitcher: Click HereSpotify: Click HereGoogle Podcast: Click HereAmazon Music: Click Here====================================================Email: hcortez@ThorntonOnlineMarketing.comWebsite https://localbizmarketingpros.comhttps://www.facebook.com/localbizmarketingproshttp://instagram.com/localbizmarketingproshttp://twitter.com/cortezspringerDISCLAIMER: H Cortez aka Financial Health Mentor is NOT afinancial advisor/planner or CPA. The information shared on this channel is not financial advice but instead examples of actual experiences of H Cortez and the guests of the channel. Also, any mention/reference to income is NOT a guarantee but merely an example of potential income that could be made if one puts in the work required. Always see a certified professional assist you in your financial matters. Finally, the links recommended in most cases pay me a small commission if you were to click through and buy. That's one of the ways I finance the podcast.=====REFERENCES & ACKNOWLEDGEMENTS=====Article Reference: https://www.citizensbank.com/learning/tips-to-make-your-business-attractive-to-lenders.aspx1 Minute Motivation YouTube CreditShow Some Love To The "Inspirationist" Channel: Click Here1-Minute Motivation Video: Click HereIntro Music for The Cortez Hustle Show Intro Courtesy of Anno Domini Beats

In this episode, we talk to Bill Keen, CRPC, founder and CEO of Keen Wealth Advisors as well as a bestselling author and co-host of the Keen on Retirement Podcast, about retirement for engineers, financial planning, company plans, and also how the stock market will affect your retirement. ***You can view the video version of […] The post TECC 294: How Engineers Can Maximize Benefits and Minimize Taxes With Company Plans appeared first on Engineering Management Institute.

About: Justin helps executives and successful professionals blur the lines between full-time work and full-stop retirement in pursuit of the best of both worlds. For generations, many of us had a clear-cut path: Go to school Start a career Work hard Retire to a life of leisure... But the way we think about life, work, and retirement has shifted- especially in the wake of the pandemic. This is not your grandfather's retirement. Instead, this may be an opportunity to reprioritize and repackage how work fits into your life in pursuit of the best of both worlds. Ideas For Episode Titles / Main Focus Non-traditional retirement paths Portfolio Careers Prepping for a hybrid retirement Reducing Taxes in your 50s and 60s Navigating a Career Crossroads later in life Questions Discussed During the Podcast: What if somebody doesn't want to pursue the traditional retirement path? How can a Victory Lap help my personally, professionally, and financially? How can you replace your paycheck and ensure you'll be OK over the long term? Where will you get health insurance if you leave the workforce before you reach Medicare eligibility? What are common strategies to minimize taxes over your lifetime? How will you coordinate decisions around employee benefits, equity compensation, and social security? How do you integrate your financial resources into a coordinated plan that supports the life you want? Justin can be reached at: https://savantwealth.com/your-victory-lap/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Due your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Follow our YouTube channel: https://www.youtube.com/chL1357 Thank you to our advertisers on Spotify.

Have you ever missed a tax break you qualified for? Or have you missed your tax filing date, getting hit with penalties? Coach Pete D'Arruda is in the studio, bringing to light some of the things that can help you save in taxes for retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.

You've worked hard to create the retirement of your dreams, but if you don't know the right strategies to minimize your taxes in retirement, you might not be as well-off as you think. So, how can you maximize the amount of money you keep in retirement? In this episode, fellow Financial Advisor at Hightower, Samantha … Continue reading How to Minimize Taxes In Your Retirement With Samantha Pietruszynski Part 1 (Ep. 97) →

How can a cost segregation study improve your returns? Bonnie Griffin Kaake of Cost Segregation Services, Inc. joins us to discuss how depreciation and cost segregation interact, and explains why this topic is even more nuanced than you think. Learn why short term rentals are different, how business owners can get extra benefits, and more.

Investing in cash flow assets is always a theme on this show, and one of the best ways to do that is to invest in real estate. There are many different ways to invest in real estate. Regardless of how you invest, taxes can feel complicated. That's why I invited Sheena Braulick to the show to help you sort through this and understand the options.   Sheena is a CPA with 13 years of experience. She is an expert in the tax field and specializes in working with real estate investors. She is passionate about working with clients and making the complexity of taxes and financial reporting easier to understand. Clients love working with Sheena because she brings that "having coffee with a friend" feeling to meetings. You'll see this firsthand as she walks us through several tax strategies, including the Cost Segregation Act.   * Find Sheena on IG @growthadvisors_tax * Visit her website: www.growthadvisors-tax.com   * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so * Hire us!: https://www.fitnancialsolutions.com/accounting * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html     The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.