Podcasts about plannning

You'd think any kind of income would be good, but phantom income, and the taxes that come with it, can take a lot of investors by surprise! Peter with Richon Planning and Erin Kennedy want to make sure you know how to avoid it and talk through some smart tax strategies to consider, including investing in ETFs (exchange traded funds) instead of mutual funds. If you'd like to work with an advisor who focuses on advanced tax planning, please reach out to Peter by calling (919) 300-5886 or visit www.RichonPlanning.com

In this episode, host Jessica Day dives into the essential elements needed for a successful school year. She discusses the importance of building strong relationships with students and their families, organizing the classroom, and establishing effective communication channels. Jessica shares practical strategies and actionable steps to create an engaging, structured, and joyful learning environment. Be sure to download the comprehensive guide, "Kickstart Your School Year," which is packed with valuable insights to help you set up a fantastic school year. Tune in for expert advice and inspiration to make this year your best one yet! Click here for the FREE download: https://memberships.kartra.com/page/BackToSchoolThe Teachers Lounge – • Offering early education teachers a tool to set your classroom onto a path of success and build a cohesive and strong team of educators. (theearlyeducationteacherslounge.com)SocialsFACEBOOK:  (1) The Early Education Teachers Lounge | FacebookINSTAGRAM:  The Teacher's Lounge (@eecteacherslounge) • Instagram photos and videosPINTEREST:  (4) PinterestYOUTUBE:  https://youtube.com/@eecteacherslounge

In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist. 

In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively. 

Brett is joined by business coach, Sue Vencill where they discuss discipline and building positive habits along with how Sue helps business owners achieve a higher level of success. Sue shares her knowledge and strategies with helping business owners work ON their business rather than IN their business.

Mo explores the reason why many retirees are considering returning to the workforce of making the decision to do so.  Is it rooted in emotion and fear caused by the economy, grounded in reality, or both?  He also offers good tips and strategies to follow to keep your retirement in tip top shape. CloudVestorsSee omnystudio.com/listener for privacy information.

Today I am joined by the owner and creator of a company called TourGuide Games. TourGuide is a place that makes adaptive game experiences designed to build and sustain culture for remote and distributed teams. A TourGuide, like myself, can run a game for companies that will want a personalized game where new people are introduced to roleplaying.   Brianna Jean Twitter | Pseudonym Social Twitter | Styx Helix Studios   The Queen of Light's Last Stand Beholder to One Shot   Table Party Podcast   Help support the show with Patreon or Ko-Fi! All money provided helps ensure the show continues and is able to get art work for future shows!   I am in two more shows!  2000 Tales: Weird Web (Horror Monster of the Week stream held every Friday night at 9pm Eastern on Twitch.) Podcast Twitter Twitch   Awfully Queer Heroes (D&D 5e Games with mostly queer cast. Uncaged Anthology is DMed by me and Tower of the Soul that I DM. Uncaged Anthology Podcast   Twitter   We have two new shows on the Beholder to No One Podcast Network starting soon! Keep an eye on the Twitter's below for more details on when they will release! Sound Control: Radio Signal  (Science Fiction Stories, Radio Signal will be a Savage Worlds Game ran by Dan) Twitter: https://twitter.com/SoundControlRPG    Dice Before Dawn: Phoenix by Night (Darker stories, Phoenix by Night will be a Vampire the Masquerade 5th Edition game ran by Alex) Twitter: https://twitter.com/DiceBeforeDawn    Please check us out on: Facebook Twitter Youtube   Find more episodes on Podbean Keith (Nikki's Husband) Made our Website! Website Keith's Twitter   Intro & Outro Music created by Kyellan

When Janine Bolon was young she was struck by lightning. This was an experience that (obviously) she lived through, but is the driving factor that inspired her not to waste time by living an unfulfilled life. Janine's original life goal was to be a scientist and have as many different types of experiences as she could. She loves people and enjoys helping them achieve the dreams they've set for themselves. It is great fun to assist them as they move from living paycheck-to-paycheck into an abundant life! Janine has worked as an analytical biochemist, homeschooled four children, published 8 books (and counting) and was married to her college sweetheart for 30 years. In 2010 she was called into active service by the Thunder Clan. She says she was pulled into her life's purpose. That purpose is to teach, write and guide spiritual seekers of all paradigms into a deeper relationship with their Source AND teach folks about the spiritual, emotional and physical laws that work within financial abundance. Through her writings and online courses, she shares how to expand your intuitive gifts as well as help you uncover the blocks you have to improving your financial situation. For the more analytical seeker, she's been labeled as a Financial First-Responder. For the spiritually minded her label is a first chakra healer. No matter what label you prefer to call her (just don't call me “late” for dinner!). Janine is here to share with you how to gather Money, live debt-free and leave the living paycheck-to-paycheck life behind.Find Janine Bolon on Linked In.Want to be a part of Janine's Beta Group for the upcoming book "Creating the Divine?" Click here: bit.ly/betadivineJoin the Living the Good Life FB Community to discuss this and other episodes.

Every commercial real estate agent knows that they have to prospect for commercial real estate business.  How that should be done is the bigger part of the question.  There are some key ways to approach new clients and prospective clients.  Putting a process for that activity is fundamental to the outcomes you get. In today's podcast, John Highman shares the facts behind real estate prospecting and how you can get better results from the process. Note: You can get these show notes and more resources for commercial real estate agency right here for free.

The market is a mess. Stocks are down, the Dow is down, the S&P 500 is down. Are you happy with your strategy for financial planning? Or does it feel more like gambling in Las Vegas? People are being failed by their financial planning strategy, leaving them dependent on Social Security. This is a problem. You need a foundation that isn’t affected by the latest plunge in the market. Listen now to find out why it is so critical to have this foundation, and how to get it.

Long-Term Care Insurance is an important financial planning tool that everyone should understand. We have divided the topic into two episodes to adequately cover the topic. This episode discusses what Long-Term Care Insurance is and how it works. I'm joined by Kim Muldoon an Assistant Vice President at Starkweather & Shelpey Insurance Brokerage to learn about this important topic.

The Sacramento County Planning Commission (Commission) consists of five members. Commission members are appointed by a Sacramento County Board of Supervisor within the boundaries of five supervisorial districts, respectively. The Commission also serves as the Board of Zoning Appeals. Meetings are held on the second and fourth Mondays of each month.

Over 109 million people are reaching retirement age. This means that the stresses that they’re facing, whether they’re physical or mental, are taking more of a toll on families than ever before. Finding the right care and facilities for aging adults is becoming a bigger challenge than ever before, but David Piontek is working to give back.  As a Placement Coordinator with Integrity Placement, he effectively provides comprehensive real estate services for older adults. Through an in-depth assessment process, he connects families to vetted and trusted homes and facilities in Scottsdale, Paradise, and the Phoenix Metro Area. David Piontek is a Placement Specialist with Integrity Placement. A native of northern Illinois, he is a 20 year Air Force Veteran.  After a successful military career, David went on to receive his Bachelor's degree in Health Care Administration and Master's degree in Gerontology from the University of Nebraska at Omaha. As a former Case manager in long-term-care, assisted living, Hospice, and memory care, David brings great knowledge and experience to the Integrity Placement team. He assists families in understanding their options for living should the need arise. He is an expert in determining psycho-social needs as well as financial, and health care options. Today, David joins the podcast to explain his step-by-step process for finding the right care for family members, how young people can make financial plans to protect themselves later in life, and what you can do to help ensure that your spouse or parents are placed correctly in a home or care facility that works with their financial situation.  In this podcast interview, you’ll learn:  Why Integrity Placement was founded - and how he provides a unique service for aging adults and their families.  David’s start to finish process to gauge fit and make sure that older adults have the best possible quality of life - and can afford ongoing care - for the rest of their lives.  What makes Integrity Placement different - and the common issues to look out for when working with other placement agencies.  Red flags and warning signs that could potentially be reasons to call a placement agency - and the potential issues with spouses and children making decisions on their family members’ behalf. How veterans can maximize their care benefits.  If you enjoyed this podcast, be sure to rate and review, and send us all your questions at questions@bayntree.com - it may become the topic of an upcoming episode!  Interview Resources Integrity Placement   

On the last episode, Garry mentioned the importance of retaining your gains from the market and putting it towards your retirement. This week, he breaks it down even further. When is it time to consider saving your gains? What options do I have? Listen for the answers to those questions and more in this episode of Planning For Life: "How To Retain Your Gains"

On today's HER Body™ episode, Alex sits down to share her personal experiences and struggles growing up and how they impacted her life. Learn more here: http://1b.io/Dd

In this episode, we look at how planning can work so well -- and how it can fail us. Recorded by: Wayne Duncan at StudioD, San Diego Music: "When I'm Gone" written and performed by Lee Silber & Wayne Duncan

We talk about planning our trip to Disneyland Paris next summer, Lisa goes into detail about the upcoming Cath Kidston/Disney collection and we look back at Fantasmic, the first night time spectacular we saw together. You can find us at www.magical-kingdoms.com Facebook: www.facebook.com/magicalkingdomofwalt Twitter: @kingdomofwalt youtube: https://www.youtube.com/channel/UCMEpVDCkXoVHwfhhReIGDLA You can find Lisa at www.websiteladyuk.com

Click this link to see the Moodle Access Video created for the ACIFA 2014 Conference in Jasper. Advertisements

Lesson 54 – Chapter 10: The Executor

Lesson 55 – Chapter 10: Probate

Lesson 56 – Chapter 10: Disposing Business Assets

Lesson 48 – Chapter 8: Register Pension Plan

Lesson 49 – Chapter 10: Estates – Intestate Will Part 1

Lesson 50 – Chapter 10: Intestate Wills Part 2

Lesson 51 – Chapter 10: Consanguinity

Lesson 52 – Chapter 10: Will Terminology

Lesson 53 – Chapter 10: Will Structure and Clauses

Lesson 47 – Chapter 8: Government Pension Plans

Lesson 44 – Chapter 8: Introduction to Estate Planning

Lesson 45 – Estimating Retirement Income Before Tax 

Lesson 46 – Chapter 8: Retirement Income and Real Before Tax Return

Lesson 43 – Chapter 7: Non-Registered Investments

Lesson 41 – Chapter 7: LIFs and LRIFs

Lesson 42 – RRIF, LRIF and LIF Notes

Lesson 40 – Chapter 7: RRIFs

Lesson 39 – Chapter 7: Life Annuity

Lesson 37 – Chapter 6: RRSP and Home Buyers Plan (HBP)

Lesson 38 – Chapter 6: Lifelong Learning and RRSP Mortgage

Lesson 33 – Chapter 6: RRSP Introduction Part 1

Lesson 34 – Chapter 6: RRSP Introduction Part 2

Lesson 36 – Chapter 6: Overcontributions

Lesson 32 – Chapter 5: Other Pension Plans

Lesson 31 – Chapter 5: PAR

Lesson 29 – Chapter 5: DBPP Types (Integrated and Higher Earnings)

Lesson 30 – Chapter 5: PSPA And Other PA Considerations

Lesson 27 – Chapter 5: DBPP and PA Basic Structure

Lesson 28 – Chapter 5: DBPP Types (Average Earnings, Flat Rate and Multiple Plans)

Lesson 26 – Chapter 5: DPSP and PA

Lesson 25 – Chapter 5: DCPP and PA

Lesson 24 – Chapter 5: PA Basics

Lesson 23 – Chapter 5: PA Introduction Lecture Notes: Chapter 5 – PA Adjustment and Other Plans – Part 1

Lesson 20 – Chapter 4: DBPP Benefits Part 2

Lesson 22 – Chapter 4: DBPP Eligibility

Lesson 21 – Chapter 4: DBPP Part 3

Lesson 18 : DCPP Basics, Contributions and Benefits Lecture Notes: Chapter 4 – RPP All Parts

Lesson 19 – Chapter 4: DBPP Benefits Part 1 Lecture Notes: Chapter 4 – RPP All Parts

Lesson 17 – Chapter 4: DCPP and DBPP Similarities Notes: Chapter 4 – RPP Part 2

Lesson 16 – Chapter 4: Setting Up a RPP Notes: Chapter 4 – RPP Part 1

Lesson 15 – Chapter 4: Introduction to RPPs Notes: Chapter 4 – RPP Part 1

Lesson 14 – Chapter 3: Government Plans and Retirement Planning Process

Lesson 12 – Chapter 3: OAS

Lesson 13 – Chapter 3: GIS

Lesson 8 – Chapter 2: Before and After Tax Returns

 Lesson 9 – Chapter 3: Basic CPP Structure

 Lesson 10 – Chapter 3: More on CPP Contributions and Benefits

Lesson 11 – Chapter 3: CPP Pension and Credit Splitting

Chris and guest co-host Mike Burton discuss these topics and more. How will you manage long-term care costs?                         

Bob Keebler discusses with Mark Fichtenbaum and Robert Gordon how to handle tax issues at a time of difficult and volatile economic conditions. He and his guests discuss Code Section 1091 and its impact. operation and planning strategies. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com