Podcasts about professional advice

Today, I want to talk about something that's really flying under the radar—but it shouldn't be. Imagine being taxed on money you haven't actually earned. Not on rent you've received, not on a capital gain you've banked, but just on the increase in value of an asset you still hold. Sounds crazy, right? Well, that's exactly what the federal government's proposed new tax on superannuation above $3 million aims to do—taxing unrealised capital gains. And while they say it'll only affect a handful of wealthy Australians today, the truth is—because that $3 million cap isn't indexed to inflation—it could very well affect many, many more of us tomorrow. Worse still, it sets a precedent. If the government can tax you on unrealised gains in your super, what's to stop them doing the same outside of super? To your investment property? Your business? Your share portfolio? So today, I've chat with Ken Raiss, Director of Metropole Wealth Advisory and Australia's leading property taxation strategist. We unpack exactly what this policy means, why it matters far more than most people think, and what smart investors should be doing now to prepare. Trust me—this episode isn't just about super. It's about the future of taxation in Australia. And whether you're a seasoned investor or just planning your financial future, you need to understand what's really going on. Takeaways  ·         The proposed tax on superannuation targets unrealised profits. ·         This tax could affect more Australians than initially stated. ·         Investors need to be aware of the implications of taxing unrealised gains. ·         The new tax policy may create a complex valuation process for assets. ·         Property investors may face increased financial burdens as a result of this tax. ·         Seeking expert financial advice is crucial in navigating these changes. ·         The tax system's integrity is at stake with these new policies. ·         Long-term planning is essential for adapting to tax changes. ·         Investors should consider alternative investment strategies outside of superannuation. ·         The proposed tax could set a precedent for future taxation policies. Chapters  00:00 Introduction to Proposed Tax Changes 04:34 Understanding the Tax on Unrealized Gains 06:59 Implications for Future Generations 09:15 The Complexity of Valuation and Taxation 11:57 Fairness and Exemptions in Taxation 14:26 Investor Confidence and Market Reactions 16:57 Strategies for Wealth Management 19:36 The Role of Professional Advice 22:12 Future Taxation Trends and Concerns Links and Resources: Michael Yardney Get the team at Metropole Wealth Advisory create a Strategic Wealth plan for your needs Click here and have a chat with us  Ken Raiss, Director of Metropole Wealth Advisory  Get a bundle of eBooks and Reports at www.PodcastBonus.com.au  Also, please subscribe to my other podcast, Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. Or click here: https://demographicsdecoded.com.au/

In this episode, David Pivnick, Partner at McGuireWoods LLP, joins the podcast to unpack some of the worst professional advice he’s encountered.

In this episode, David Pivnick, Partner at McGuireWoods LLP, joins the podcast to unpack some of the worst professional advice he’s encountered.

Succession planning is complicated territory for any business, but perhaps more so in farming with families at the core of most operations.It's not just relationships and family legacies that hinge on effective succession planning, it also plays a critical role in building strategic foresight, sustainability and continuity into a business. Succession is delicate stuff, so we thought we'd draw on the experience of accountant Chloe Arthur and lawyer Kirsty Evans to learn what can make the process more positive for farming families.So, pull up a chair and make yourself comfy, to hear their tips on navigating those difficult conversations... and the key parts of the process to 'get right' to foster trust and collaboration throughout the succession journey.TakeawaysOpen communication, flexibility, and goodwill are the foundations of effective succession planning It's important to understand the differing needs of each generation It's essential to build a team of external professionals to support decision makingSuccession planning is an ongoing process that constantly evolves with family dynamicsFair doesn't necessarily mean equal Delaying the transfer of farm assets is one of the least effective strategies for successionChapters00:00 Breaking the taboo of succession planning in agriculture08:53 Balancing optimism and realism 11:56 Generational Shifts: understanding the needs of each generation and family values17:56 Successful succession stories: learning from others' experience24:07 Navigating difficult conversations: the importance of open communication30:00 Structuring family farms as businesses42:06 Preparing for a return to the family farm52:04 Ongoing discussions: being nimble with your plan and evolving with the family unitIf you enjoyed this episode, share it with a friend and let us know your thoughts at hello@humansofagriculture.com. Don't forget to rate, subscribe, and leave a review!

Grayson Guyer of Lost Highway Kennels returns to enlighten us on some realistic expectations and considerations when deciding to accept payment in return for training someone's dog. In a profession where theres no barrier to entry, what separates the trainers that can make a living from those that struggle? Learn more about your ad choices. Visit megaphone.fm/adchoices

Professional Advice for End of Life PlanningSee omnystudio.com/listener for privacy information.

Lida Citroen offers a fresh perspective on personal influence and what it means today. She breaks down how to walk into any room with confidence while staying true to who you are.As an expert in personal branding and reputation management, Lida has helped thousands of people around the world harness their authentic selves for career success. As a 5-time published author and TEDx speaker, she shares powerful insights on how mentorship can shape your career, providing valuable advice for both mentors and mentees.In this episode, Rani and Lida dive into leadership and the evolving nature of personal branding, especially in today's digital world. Tune in to discover how to embrace your unique gifts and make a meaningful impact.Listen, Share and Leave a Review

Happy Spring Time Bookshelvers!As the temperatures are rising in the UK and spring has truly sprung we thought it would be a great time to spring clean our noggins about all things dog businesses. We are thrilled this week to bring you a talk with the wonderful Gretta Ford. Not only is Gretta a member of PACT, an ABTC Registered Certificated Clinical Animal Behaviourist (CCAB), a full member of the APBC and FABC (which is pretty darn impressive) but Gretta is also a business strategist for trainers and behaviourists! Steve and Nat speak from experience when they say that Gretta has helped them out with all sorts in terms of the business side of PACT and we wanted an informal chat that would be beneficial to people with both existing businesses in the dog training world AND those of you starting out. We cover A LOT! Including: The challenges faced by dog trainers in building successful businesses, The importance of having that “business mindset”, the crowded market for dog training services, and the emotional burdens that come with running a business, the need for support and fresh perspectives in the industry, the significance of focusing on one's own business and the importance of emotional health in the face of external pressures. We talk about the dreaded imposter syndrome and the importance of a stoic mindset. We explore strategies for effective marketing, the significance of having a strong online presence through a website, and the challenges of navigating social media. The discussion also touches on the potential for passive income streams, the role of gratitude in professional relationships, and the environmental impact of business practices in the dog training industry. We also chatted about the super interesting topic of the significance of aligning personal and business values, particularly in the dog training industry AND niching in dog training. All that as well as hearing all about Gretta's journey! All that along with some waffle from Nat and Steve about their brand spanking NEW FREE course and haberdashery's and what you may find within one… don't ask.You know you'll be have a better brain for listening so what on earth are you waiting for? Get it in your lug holes human!LINKS:Link to Gretta's amazing Set Up To Succeed website hereLink to Gretta's Dog Training & Behaviour website hereLink to PACTS free Breed & Body Language Course here

In this first episode of the new 2025 series, Shelley delves into the critical issue of elder protection within SMSFs. With alarming statistics from the AIFS National Elder Abuse Study revealing significant incidents of elder and financial abuse, the episode highlights the urgency of safeguarding elder SMSF members. Special guest Louise Biti, Director of Aged Care Steps and a seasoned expert with over 25 years in the industry, shares her invaluable insights and strategies to address these pressing challenges.(00:30) Understanding Elder Abuse in SMSFs(01:01) Meet Louise Biti: Aged Care Expert(03:32) Personal Insights on Retirement Planning(04:47) Challenges of Navigating Aged Care for Parents(06:42) The Role of Advisors in Aged Care Planning(11:59) Red Flags and Cognitive Aging(17:14) Elder Abuse in SMSFs: Risks and Realities(23:31) Inheritance Impatience: A Form of Elder Abuse(25:47) Supported vs. Substituted Decision Making(26:46) Role of Enduring Power of Attorney(27:24) Handling Subjective Decisions(28:36) Supporting Decision Making(29:24) Dealing with Elder Abuse(31:04) Understanding EPOAs(33:16) Appointing an EPOA(36:31) Joint EPOAs: Pros and Cons(38:24) New Aged Care Act and Financial Implications(42:31) Importance of Professional Advice(44:35) Real-Life Elder Care Scenarios  Follow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au

Two real professionals join me to share their bird seasons ... ups and downs, surprises and insights. Michael Salamone guides upland hunters in the deep woods of Colorado for forest grouse and will clue us into their mysteries. Bret Wonnacott is an author/writer and avid dog trainer and hunter. We talk chukars, dog development, including why we should think about NOT using an e-collar. "Fix It" does some spring cleaning on our phones, and listeners share their rationale for hunting public access ground with some surprising observations. You get a chance to enter to win a pair of Pyke Gear Dakota pants (value $230) in our furfeathersfriends.com sweepstakes, too, but only if you listen and know the Word of the Week. And it's all brought to you by: HiVizSights.com, Pointer shotguns, @midwayusa, #midwayusa, MidwayUSA, Mid Valley Clays and Shooting School, TrulockChokes, HiViz shooting systems, Purina Pro Plan Sport and FindBirdHuntingSpots.com.

This episode of Leading to Profit welcomes guest Aldwyn Altuney, who shares insights on positivity and professionalism in the media scene.    Aldwyn Altuney is a TV host, speaker, photojournalist, and the author of multiple international bestselling books. She runs AA Xpose Media, a PR company that guarantees results in mainstream media. She is passionate about inspiring more good news globally to decrease depression and suicide rates–to uplift people's spirits. Key Topics Spreading Good in the Drastic: Aldwyn shares how sharing good news during crises encourages people to be less apathetic about the bad occurrences happening around them. Challenges are Gold. Personal struggles or strife help people understand that what they experience is valuable and should be shared in their endeavours. Professional Advice with Personal Intimacy: Aldwyn believes that practical advice can be mixed with accounts of personal experiences to help people learn with empathy and understand topics or media with  Resources:  AA Xpose Media (aaxpose.com/) Aldwyn's Linktree (linktr.ee/aldwyn)   If you want to create a reliable cash flow for your business, I have some tools and resources that can help. Take the Profit Scorecard (3 minutes) and identify where you are leaking profit now – click here.

Today, in this very popular throwback episode, I’m joined by Ashwin Ramdas to explore the world of self-managed super funds (SMSFs) and property investment. We’ll tackle common questions, like the risks and rewards of including property in your SMSF and how to create a solid long-term plan. Ashwin and I discuss the advantages of SMSFs, including tax benefits and investment control, while highlighting potential challenges, like higher costs and compliance. We’ll also dive into strategies for diversification and managing risk as your financial goals evolve. If you’re curious about using property in your SMSF or need tips for smarter investment planning, this episode has plenty of insights to offer. Let’s go inside! Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Interest Rates and Cash Shortfall Concerns [00:23] Introduction to SMSF Investing [00:58] Reasons for Investing in Property via SMSF [04:22] Challenges and Risks of SMSF Investing [28:51] Strategies for Managing SMSF Investments [29:03] Tax Benefits and Long-Term Planning [29:21] Transitioning to Retirement [33:41] Resources and Professional Advice [35:40] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. About the Guest: Ashwin Ramdas is a qualified accountant based in Victoria Park, Western Australia, affiliated with Eventum. Holding the designation of MIPA AFA, he specializes in a range of financial services including accounting, business management consulting, tax agent services, and auditing of companies and other entities. With a commitment to providing tailored solutions for small to medium enterprises and family businesses, Ramdas also offers expertise in bookkeeping and BAS services. Connect with Ashwin: Linkedin: https://www.linkedin.com/in/ashwin-ramdas-72442919/?originalSubdomain=au Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

Join us in this exciting episode of Dashdot Insider as we dive into the investment journey of Marcos Volich, a CFA charter holder and COO of a fixed income investment firm.  With a keen eye for financial strategies, Marcos shares his insights on managing personal, market, and aspirational risks while building a successful property portfolio.  Discover how to categorise your financial risks into these three buckets, ensuring you have a robust strategy for both safety and growth. Hear how Marcos turned initial hesitations into successes with two properties, boasting impressive growth values—$97,000 and $200,000, respectively.  Also gain insights into how market fluctuations can impact investment choices and why maintaining a diverse portfolio is crucial for safeguarding your future.  Marcos also touches on the often-overlooked psychological aspects of managing wealth, sharing strategies to cultivate discipline and avoid the pitfalls of lifestyle inflation.  Explore the necessity of professional financial advice and how having a structured plan from the outset can make all the difference in achieving your financial goals. If you love this episode, email us at podcast@dashdot.com.au, and don't forget to subscribe, rate, and share this podcast!  See you on the inside!    In this episode, we cover: 00:00 Coming Up 43:03 - Meet Marcos Volich and His Portfolio 43:17 - Marcos' Investment Journey and Background 43:33 - Balancing Your Portfolio and Personal Financial Goals 43:47 - The Importance of Financial Advice in Property Investment 45:04 - Navigating Market Conditions and Personal Risk Management 45:16 - Understanding the Psychology of Wealth and Financial Planning 45:47 - How Property Plays a Role in Wealth Creation 45:59 - The Value of Professional Advice and Strategic Planning   Connect With Us: Free Rentvesting Calculator (https://dashdot.com.au/rentvesting)  Subscribe on Youtube (https://www.youtube.com/@dashdotinsider)  Listen on Spotify (https://spoti.fi/3Np19x8) Dashdot Website (https://www.dashdot.com.au/) Ready to work with us directly? (https://dashdot.com.au/discovery) Get your Property Portfolio Growth Plan (https://dashdot.com.au/portfoliogrowthplan)  See omnystudio.com/listener for privacy information.

Renowned sports psychologist Dr. Rick Jensen draws on his remarkable experience coaching 33 major champions across golf and tennis to reveal the mindset of elite performers. Dr. Jensen shares how performance psychology principles apply far beyond sports, offering powerful insights for excelling in insurance. He explores the value of specialization, emphasizing the competitive advantage professionals gain by becoming trusted consultants within specific niches rather than staying generalists. Highlights include: (00:00) - Rick Jensen on Growth and Leadership (12:51) - Specialization and Differentiation in Professional Advice (17:16) - Unleashing Achievement Mindsets in Leadership (32:30) - Analyzing Performance Stats for Success (39:19) - Measuring Performance Metrics in Agencies (43:36) - Learn From Experience (50:45) - Creating the Best Agency Our conversation delves into the transition from transactional to consultative relationships, highlighting how targeting a specific audience with tailored advice can elevate client connections and revenue. Dr. Jensen illustrates how professionals can benefit from a champion's mindset, including achievement motivation, deliberate efficiency, and the importance of structured time management. This episode sheds light on practices that help top achievers reach new heights, offering listeners actionable strategies to build focus, resilience, and consistent growth. To get started on your agency's growth plan, visit www.sitkins.com/bookacall

My husband Zane Tarence shares his best tips and tricks for putting your best foot forward in a job interview!  Episode At A Glance: This week on The SavvyCast, my husband Zane joins to share his best tips for nailing a job interview. Zane is an investment banker and has interviewed over 1,000 over the course of his career. In this episode, he shares his best tips and tricks for how to prepare for an interview, make the best impression, and stand out from other applicants. This is a wonderful episode to share with someone going through the interview process, especially for a first job!  Who Is Zane Tarence: Zane is originally from Montgomery, Alabama, and he and Jamie have been married for 35 years. In addition to being an incredible husband and father, Zane works as the managing partner with Founders Advisors. He is also the author of 17 Reasons Your Company is Not Investment Grade & What to Do About It.  Questions Answered In This Episode:  Why is it important to “do your research” on a company before an interview?  When should I start building up my resume? What is the best way to do this?  How should you dress for an interview? What is the best way to follow up afterwards? What do you look for when interviewing candidates?  Resources Mentioned In This Episode: Careers In Finance Podcast Episode with Zane  Zane's book   I hope you enjoyed this episode! As always, if you have time to rate, review, and subscribe to The SavvyCast on Apple Podcasts, it would be so appreciated. If you would prefer to watch the podcast interview, check it out on YouTube. Blessings to you!   If you enjoyed this episode, be sure to check out the ones below:   Zane Shares Insights on Fatherhood, Parenting, Marriage & More   A Candid Conversation with My Family: The Truth About Zane as a Dad   For all things Family Savvy, visit our LinkTree     

Understanding the Value of Your Therapy Practice: Essential Tips for SellingIn this episode of 'Therapy for Your Money,' Julie Herres, an accountant and owner of Green Oak Accounting, concludes a two-part series on selling your therapy practice. Julie delves into how to evaluate the worth of a practice, emphasizing the importance of practice size and the role of net profit in determining value. Listeners learn about EBITDA, economic conditions' impact, and multiples' significance in practice valuation. Julie also stresses the need to consult an accountant, attorney, and financial planner before accepting offers. Access a free webinar replay on exit planning for a more detailed guide.Show Highlights00:00 Introduction to Therapy for Your Money01:53 Welcome and Episode Overview02:02 Understanding the Value of Your Practice04:23 Factors Affecting Practice Valuation06:35 Determining Your Practice's Multiple09:48 Considering Offers and Making Decisions13:47 Professional Advice and Resources15:15 Conclusion and Additional ResourcesWebinar ReplayUnlocking Your Exit Strategy ReplayLinks and ResourcesGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/AcademyPodcast Production and Show Notes by Course Creation Studio

In this episode, Roshan and Adrian discuss the bear and bull cases for small cap stocks. The bear case highlights the underperformance of small caps compared to large caps, the investments made by big companies in areas like AI and electric vehicles, and the impact of a low interest rate environment. On the other hand, the bull case emphasizes the valuation advantage of small caps, the potential for rate cuts to boost earnings, and the economic gains from reshoring and infrastructure investments. The hosts also discuss the importance of long-term investing, diversification, and conducting thorough research before making investment decisions. Chapters 00:00 Introduction and Overview 01:05 The Bear Case for Small Cap Stocks 04:10 The Bull Case for Small Cap Stocks 08:08 Valuation and Rate Cuts: Opportunities for Small Caps 11:54 The Impact of Investments and Interest Rates on Small Caps 18:53 Long-Term Investing and Diversification in Small Caps 25:17 The Importance of Research and Professional Advice in Small Cap Investing 28:44 Conclusion Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Abe Ashton discusses the importance of managing emotions and having a long-term investment strategy when it comes to retirement savings. He emphasizes the need to be conservative in investment strategies as retirement approaches and to avoid constantly checking account balances. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they've worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Shop our new merch! http://milehigher.shop Sponsored By: https://hellofresh.com/milehigherapps https://rocketmoney.com/milehigher https://zocdoc.com/milehigher Brian Entin X: https://x.com/BrianEntin NewsNation YouTube: http://www.youtube.com/@NewsNation NewsNation IG: https://instagram.com/newsnationnow NewsNation X: https://x.com/NewsNation Timestamps: Intro 0:00 What Fascinated the world with Gabby Petito 12:22 Brian's History With the News 25:52 When Brian Applied to NewsNation 31:26 Minority Cases and the Entertaining Side of True Crime 40:08 Bunkers in Rural Places 47:22 The Daybell Case, Ruby Franke and Emotional Toll 50:47 The Idaho Murders 59:11 Chelsea Grimm Case 1:06:13 Missing People and Cults 1:09:00 The Fascination with Bryan Kohberger 1:15:42 UFO's and NewsNation in Congress 1:25:10 The Titan Sub Disaster 1:42:52 Brian's Professional Advice 1:50:29 Hobbies and Pastimes 2:00:34 NewsNation's Future 2:03:31 A Hypothetical Question 2:08:40 Future Brian Stories and Closing Thoughts 2:10:26 NCMEC x Kendall Rae Donation link: https://give.missingkids.org/kendallrae  Mile Higher Merch: HTTP://milehigher.shop Charity Merch for NCMEC:  https://bit.ly/3R6eTj0 Check out our other podcasts! The Sesh https://bit.ly/3Mtoz4X Lights Out https://bit.ly/3n3Gaoe Planet Sleep https://linktr.ee/planetsleep Higher Love Wellness Co https://higherlovewellness.com/ Get 10% Off by entering code: homies Higher Love Wellness IG: @higherlovewellnessco Higher Love Wellness TW: @higherlovecbd Join our official FB group! https://bit.ly/3kQbAxg Join our Discord community, it's free! https://discord.gg/hZ356G9 MHP YouTube: http://bit.ly/2qaDWGf Are You Subscribed On Apple Podcast & Spotify?! Support MHP by leaving a rating or review on Apple Podcast :) https://apple.co/2H4kh58 MHP Topic Request Form: https://forms.gle/gUeTEzL9QEh4Hqz88 Merch designer application: https://forms.gle/ha2ErBnv1gK4rj2Y6 You can follow us on all the things: @milehigherpod Twitter: http://www.twitter.com/milehigherpod Instagram: http://www.instagram.com/milehigherpod YouTube: https://www.youtube.com/@MileHigher Hosts: Kendall: @kendallraeonyt IG: http://instagram.com/kendallraeonyt TW: https://www.twitter.com/kendallraeonyt YT: https://www.youtube.com/c/kendallsplace Josh: @milehigherjosh IG: http://www.instagram.com/milehigherjosh TW: https://www.twitter.com/milehigherjosh Producer: Janelle: @janelle_fields_ IG: https://www.instagram.com/janelle_fie... TW: https://www.twitter.com/janelle_fields_ Podcast sponsor inquires: adops@audioboom.com ✉ Send Us Mail & Fan Art ✉ Kendall Rae & Josh Thomas  8547 E Arapahoe Rd Ste J # 233 Greenwood Village, CO 80112 Music By: Mile Higher Boys YT: https://bit.ly/2Q7N5QO Spotify: https://open.spotify.com/artist/0F4ik... The creator hosts a documentary series for educational purposes (EDSA). These include authoritative sources such as interviews, newspaper articles, and TV news reporting meant to educate and memorialize notable cases in our history. Videos come with an editorial and artistic value. SOURCES CITED: https://www.scribd.com/document/636038638/7m-Films-Shekinah-Church-sued-for-Human-Trafficking-Sexual-Battery-etc https://www.youtube.com/@IsaiahShinn/videos https://www.glamour.com/story/the-dancing-for-the-devil-filmmakers-want-to-clear-up-one-thing-about-the-wilking-sisters https://www.denofgeek.com/tv/the-baffling-filmography-of-robert-shinn-from-netflixs-7m-tiktok-cult-documentary/ https://shekinahchurch.com/

In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, index funds, and tax planning. They address questions about implementing a rising equity glide path, asset allocation across different types of accounts, the performance of index funds, and the availability of withdrawal strategy software for retirees. They also touch on the topic of Medicare and HSA contributions. Overall, the conversation provides valuable insights into retirement planning strategies and considerations.   Takeaways Implementing a glide path for retirement asset allocation depends on individual circumstances and goals, and there is no one-size-fits-all approach. When considering asset allocation across different types of accounts, it is generally recommended to place tax-efficient assets in taxable accounts and tax-inefficient assets in tax-deferred accounts. Index funds generally reflect the performance of the stocks in the index they follow, and their daily performance is based on the weighted average of the proportion of each stock in the index. Withdrawal strategy software packages for retirees are primarily available to investment advisors and may not be easily accessible to individual consumers. Individuals who work for employers with more than 20 employees can delay applying for Medicare after age 65 to continue contributing to their HSA accounts, but it is important to consult with HR and understand the implications of signing up for Medicare. Chapters 00:00 Episode 131 Starts 01:29 Asset Allocation and Glide Paths in Retirement 04:07 Understanding Index Fund Performance 07:10 The Drawbacks of Equal-Weighted Indices 10:47 Tax-Efficient Asset Location 21:46 Limitations of Withdrawal Strategy Software 28:00 Managing Medicare and HSA Contributions 32:33 The Value of Professional Advice in Retirement Planning   Links The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/  This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

In this conversation, Alex Collins discusses different strategies for funding a child's education. He explores the limitations of 529 plans and suggests alternative methods such as using real estate investments, cash value from life insurance policies, and Roth IRAs. The goal is to provide flexibility and options for funding education while also teaching children important life skills. It is important to work with professionals and consider various factors such as cash flow, liquidity, and taxes. If you would like to learn more about Quantified Financial Partners, please visit our website https://www.beerandmoney.net Takeaways 529 plans are a common choice for education funding, but they have limitations and lack flexibility. Using real estate investments can provide a multi-use dollar and teach children valuable life skills. Cash value from permanent life insurance policies can be used to fund education. Roth IRAs can also be used for higher education, but caution is needed and professional advice should be sought. It is important to consider factors such as cash flow, liquidity, and taxes when planning for education funding. Chapters 00:00 Introduction and Favorite Beer 01:29 Limitations of 529 Plans 04:44 Using Real Estate Investments 06:21 Utilizing Cash Value from Life Insurance Policies 09:43 Considering Roth IRAs for Higher Education 11:15 Factors to Consider in Education Funding 14:17 Importance of Flexibility and Professional Advice 15:51 Encouragement for Questions and Feedback 16:10 Closing Remarks

Navigating Challenges in Therapy Practices: Insights and StrategiesThis episode of 'Therapy for Your Money' features host Julie Herres and GreenOak Accounting team manager Jacquie Carter discussing the financial challenges therapy practices faced in the year's second quarter. They explore themes of cautiousness among practice owners due to low intakes and referrals, the impact of external factors such as the Change Healthcare incident, and strategies for maintaining financial health, including prudent cash flow management and clinician compensation. The discussion also covers the importance of professional advice in navigating business decisions and thoughts on what the future may hold for the industry, emphasizing the need for caution, preparation, and sustainable growth strategies amidst ongoing economic uncertainties.Episode Highlights00:00 Welcome to Therapy for Your Money: Empowering Financial Confidence00:48 Introducing the Season's Final Episode with Jackie Carter01:28 Q1 Insights: Navigating Challenges and Embracing Caution04:24 The Impact of Change Healthcare and Financial Preparedness07:43 Strategies for Q1 Challenges: Cashflow and Client Intakes13:14 The Importance of Professional Advice and Sustainable Practices16:43 Clinician Compensation and Retention in Uncertain Times23:34 Looking Ahead: Industry Predictions and Final TakeawaysLinks and ResourcesTherapy Intake ProGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/AcademyPodcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

Zach Miskovic has been a professional ice hockey player since 2009. That year Zach was signed as a free agent by the Washington Capitals. He has played with ten different teams throughout his professional career. Currently, he is a financial advisor with Thrivent. Zach still coaches junior hockey as well.  Tune in today as we discuss not only Zach's professional hockey journey, but also his transition to his current role in the financial service industry. 07:30 The Beginning Of The Love For Hockey 09:12 Sacrifices For A Dream  25:21 Memories In Indy 27:48 Life Lessons On The Ice 32:59 COVID Career Changes 38:46 Mental Challenges After Retiring Then Persevering With Mental Toughness 50:31 A Pros Advice To Parents Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram.  Follow At:  Twitter @drrobbell Instagram @drrobbell Download Your Daily Focus Road Map! https://drrobbell.com/ If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell

This week, Art McPherson and the team discuss the current political climate and its impact on the presidential election. They emphasize the importance of having a proactive approach to financial planning and managing investments during uncertain times. The conversation also touches on the topics of inflation, taxes, government spending, and the need for a tax strategy. The guys highlight the need for individuals to be cautious when making big-ticket purchases and to consider the long-term financial implications. The conversation concludes by emphasizing the importance of seeking professional advice and exploring different strategies to optimize financial decisions. For more information visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.

This episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It emphasizes the impact of market volatility on retirement income and the importance of strategic investment decisions. The episode concludes with a call to action for seeking professional advice.TakeawaysUnderstanding the impact of market volatility on retirement incomeThe importance of strategic investment decisions in retirement planningThe significance of sequence of returns risk in retirement investingThe value of seeking professional advice for retirement planningHow Long It Takes To Recover Source2000-2009 S&P 500 Source2010-2019 S&P 500 Source2000-2023 S&P 500 SourceS&P 500 Long Term Returns SourceSubscribe to The Retire Ready Weekly NewsletterGet more information on The Retire Ready AcademyLooking for personalized financial planning? Visit our websiteDisclosure: MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.

Investing in professional advice and teaming up with a qualified professional is crucial for real estate investors to reduce audit risk and avoid costly mistakes. The IRS is diligent in auditing individuals in the real estate industry due to the perceived tax benefits associated with it. Without the right knowledge and expertise, investors may unknowingly engage in practices that increase their audit risk, leading to potential financial losses. In the episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, dives into the fifth key from the latest e-book, "The Six Keys to Increasing Your Real Estate Revenue." This key focuses on the importance of seeking professional advice to reduce your audit risk and ensure you're taking full advantage of tax benefits without falling into unethical practices. He discusses real-life scenarios where improper tax strategies can lead to significant financial consequences, including unpaid taxes, interest, penalties, and representation fees. By investing in the right team of certified tax planners and professionals, real estate investors can navigate the complex tax landscape with confidence and ensure they are maximizing their tax benefits while staying compliant. Tune in to learn how investing in professional advice can safeguard your real estate business and keep more money in your account. Don't miss out on this valuable episode of the Know Your Numbers podcast! If you found this episode helpful, please consider leaving a five-star rating and review. Share this episode with anyone in the real estate industry who could benefit from expert tax advice. Stay informed, stay profitable, and keep moving forward with Know Your Numbers REI podcast. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• E-Book: https://mailchi.mp/betterbooksaccounting/6-keys ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. #ProfessionalAdvice #AuditRisk #TaxStrategists #ProfessionalTaxPlanner #ProperDocumentation #SixKeysToIncreasingRevenue #AvoidCostlyMistakes #CostSegregation #TaxStrategy #TaxPlanning #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

How do you bounce back after speaking up backfires? Mastering the art of recovery can turn missteps into empowering moments. Curious how to handle the fallout gracefully and effectively? Tune in to this episode to discover: ✔️ The 8 critical steps to take immediately after your attempt to speak up doesn't go as planned. ✔️ Real-life strategies for making amends and effectively managing conflicts that arise from communication mishaps. ✔️ Insights into why expressing your thoughts, even imperfectly, is crucial for personal and professional growth. ✔️ Tips on maintaining your composure and credibility after a conversational fallout. ✔️ How to use these experiences as building blocks for stronger communication skills.   ✅ Get Ivna's Unapologetic Voice Stories FREE: https://assertiveway.aweb.page/ivnastories   ✅ Free Resources FREE Training & presentation on How To Be Assertive Without Being Rude, Aggressive, or Offensive: https://assertiveway.aweb.page/assertivenotrude  Sign Up for Our Email Newsletter: https://assertiveway.com/newsletter/ Ivna's Unapologetic Voice Stories: https://assertiveway.aweb.page/ivnastories From Rambling To Articulate PDF Guide: https://assertiveway.aweb.page/articulate Podcast episode lists by theme: https://assertiveway.aweb.page/speakyourmindunapologeticallytopics Women in Tech Leaders Podcast Interviews: https://assertiveway.com/womenintechpodcastguests/ Podcast Summaries & More Email Newsletter: https://assertiveway.com/newsletter Our Linkedin Blog Articles:  https://www.linkedin.com/newsletters/6863880009879306240/   TEDx Talk How To Speak Up Safely When It's Psychologically Unsafe: https://assertiveway.aweb.page/safespeak 10 Day free Assertive And Liked Challenge: https://assertiveway.aweb.page/beassertiveandliked Assertiveness free training: https://assertiveway.aweb.page/getahead Other Free resources: https://assertiveway.com/free/ Podcast page: https://assertiveway.com/podcast-speak-your-mind-unapologetically/   ✅ Follow Ivna Curi on LinkedIn: https://www.linkedin.com/in/ivna-curi-mba-67083b2/     ✅ Request A Customized Workshop For Your Team And Company:  http://assertiveway.com/workshops   ✅ Other Episodes You'll Like 9 Pro Tips for Fearless Conversations at Work, Even For Introverts 7 Powerful Ways To Overcome Self-Doubt And Fix Impostor Syndrome How to Reclaim Your Personal Power (with Melissa Dill) Intimidated by Superiors? 4 Tactics to Feel More Confident with Authority Which of the 7 Levels of Belief in Your Voice Are You At? Master the 5 Levels To Speak Your Mind Unapologetically: From Silence to Influence Speed of Response: Transforming Fear and Doubt into Fast Action to Signal Competency   ✅ Work With Us Workshops: http://assertiveway.com/workshops   Break The Silence: https://assertiveway.com/communicationculturetransformation/ Services: https://assertiveway.com/offerings Contact me: info@assertiveway.com or ivnacuri@assertiveway.com Contact me on Linkedin: https://www.linkedin.com/in/ivna-curi-mba-67083b2 Website: https://assertiveway.com   ✅ Support The Podcast Rate the podcast on apple: https://podcasts.apple.com/us/podcast/speak-your-mind-unapologetically-podcast/id1623647915 Ask me your question for the next episode: https://www.speakpipe.com/speakyourmindquestion

● Transitioning from traditional accounting to consulting and advisory roles● The value of diverse skills in the accounting profession● Importance of self-reflection and seeking feedback in career decisions● Networking and building connections in the accounting industry● Adapting to new challenges and opportunities, including remote work● Professional advice on delegating and trusting the team for successEpisode resources:●   Summit Virtual CFO by Anders website: https://www.summitcpa.net/●   Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.com● We're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities● https://www.zeroed-inconsulting.com/Timestamps:Planning a Business with Friends (00:00:22)The hosts and guest share stories of starting businesses with friends and the fun experiences they had.Transitioning from Traditional Accounting to Consulting (00:07:03)Kyle discusses transitioning from traditional accounting to consulting and the value of diverse skills in the accounting profession.Importance of Developing Diverse Skills (00:09:32)Kyle talks about the value of accounting knowledge and the importance of developing diverse skills for future opportunities.Consulting and Advisory Services in Accounting (00:17:09)The hosts and guest discuss the shift from traditional accounting to consulting and advisory services in the accounting industry.Starting at a large public accounting firm (00:17:56)Kyle shares his experience starting at a large public accounting firm and his initial career aspirations.Transitioning from traditional accounting to consulting (00:20:15)Kyle discusses his transition from traditional audit work to technical accounting advisory services.The value of asking "why" and building relationships in accounting (00:23:26)Kyle and the hosts discuss the importance of asking "why" in accounting work and building collaborative relationships with clients.Reflecting on career decisions and due diligence (00:30:28)Kyle and Joey discuss the importance of reflecting on career decisions and the value of due diligence in making career transitions.Encouraging inquisitiveness and seeking advice (00:34:34)Kyle encourages inquisitive individuals to seek advice and reach out for guidance in their careers.Networking and Genuine Conversations (00:35:05)Encouraging genuine conversations, networking, and the value of being genuinely inquisitive.Transitioning to Consulting (00:36:14)Discussion about the transition from traditional accounting to consulting and the importance of asking genuine questions.Starting Own Firm and Due Diligence (00:37:14)The due diligence process and the decision to start a new firm, including the challenges and risk involved.Covid's Influence on Career Decisions (00:40:16)Discussion about how the pandemic accelerated career decisions and altered perspectives on remote work and work-life balance.Growth and Technology Integration (00:43:22)Progress and growth of the firm, including the integration of technology and the expansion of the team.Remote Work and Team Bonding (00:48:31)The benefits of remote work, investing in team bonding, and the importance of retreats for team building.Professional Advice (00:51:35)The importance of delegating and not trying to do everything, along with the value of trusting and delegating tasks to the team.Delegating skills (00:53:04)Discussion about the importance of learning delegation skills in the accounting profession.Contacting the guest (00:53:41)Information on how to reach out to the guest and learn more about their firm, Zeroed-In Consulting.Wrap-up and thanks (00:54:30)The guest expresses gratitude for being on the show, and the hosts thank him for his time.Job opportunities for young CPAs (00:54:35)Information about remote work opportunities with Summit Virtual CFO and open positions at Anders CPAs and Advisors.

I recently had the pleasure of chatting with Victoria Yampolsky, a serial entrepreneur and expert CFO for startups. She shared so many golden nuggets about the importance of strategic financial planning and how a CFO can be invaluable in laying the groundwork for growth. I loved her stories about the winding road that led her to launch the Startup Station, which has helped over 150 founders raise $50 million in funding. Her passion for supporting female entrepreneurs by addressing systemic funding gaps also came across clearly. Victoria broke down the key differences between a CFO, controller, accountant, and bookkeeper. I realized many businesses are operating without the vital guidance a CFO provides in modeling out a strategic vision into an actionable roadmap. She also explained common scaling mistakes like failing to allocate costs properly across business units. Bad data leads to bad decisions that can tank a company! Her advice? Work with a financial expert so you can focus on accelerating growth rather than back-office operations. I'd love to hear your biggest takeaways from Victoria's wisdom! What stuck out to you most? Let me know in the comments. #FinancialPlanningStrategies  #CFOGrowthStrategy #SmallBusinessScalingChallenges #StartupFinancialModeling #GenderFundingGap #FemaleEntrepreneurship#StrategicBusinessPlanning #FinancialManagementTips #BusinessGrowthStrategies #EmpoweringFemaleFoundersSupport the showResources: https://affordablebookkeepingandpayroll.com/resource-opt-in Become a supported of the show: https://www.buzzsprout.com/1522381/support

Welcome to another fabulously fashionable episode of the Fashion Crimes Podcast, Episode 186, "Skin Care Expert Monina Wright"!   It's me, Holly Katz, your personal stylist and the Hostess with the Mostest, bringing you the best in fashion, style, and now skincare tips that you absolutely need in your life.   Today, we are diving deep into the world of skincare with the magnificent Monina Wright, a licensed esthetician, professional makeup artist, beauty trainer, and the CEO of Modern Beauty and Aesthetics. Born in the Philippines and raised in the Bay Area, Monina has transformed her early struggles with acne into a career of helping others look and feel their absolute best.   Key Points from the Episode:   Early Challenges and Career Path   Monina shares her compelling journey, starting with her own battle with acne at just nine years old. This personal struggle not only led her to discover the field of aesthetics but also instilled in her a deep understanding of the psychological impact of skin issues.   Her narrative takes us through her early career, initially in preschool teaching, and how her passion for makeup, combined with her skincare knowledge, naturally evolved into a professional path. Her transition highlights how personal challenges can fuel a fulfilling career that helps others overcome similar obstacles.     The Importance of Skincare   Emphasizing the symbiotic relationship between skincare and makeup, Monina discusses how addressing skin concerns at the root can enhance overall beauty. She delves into the significance of understanding one's skin, including the effects of diet and gut health on skin condition. This point underscores the philosophy that beauty is not just surface level but deeply intertwined with our overall health and well-being.   Tips for Aging Skin   Focusing on women over 40, Monina provides invaluable advice on combating the signs of aging, with a particular emphasis on sun protection as a cornerstone of skincare.   She explains the science behind sun damage and its long-term effects on the skin, advocating for daily sunscreen use as a non-negotiable part of one's skincare routine. Additionally, she touches on the importance of exfoliation in maintaining skin vitality, offering practical tips for integrating this step into skincare regimens.   Professional Advice and Personal Care   Highlighting the value of professional skincare consultations, Monina advises listeners on how to approach skincare treatments and routines with a personalized plan. She stresses the need for customization in skincare, reflecting on her practice of working closely with clients to identify their unique skin concerns and tailor treatments accordingly.   Through her expert tips, Monina encourages listeners to prioritize their skin, illustrating how small, consistent acts of care can lead to significant improvements in skin health and appearance.     Final Thoughts:   In conclusion, Monina offers our fashion besties a deep dive into the transformative power of skincare, especially for women navigating the changes that come with aging.   Her expertise, combined with personal experiences and professional insights, makes for an episode packed with valuable advice for anyone looking to enhance their beauty routine and embrace their skin with confidence.   Don't miss the chance to learn from Monina by checking out her work and following her for more skincare wisdom!   Want to Learn More?   Fashion Crimes are out there BUT can be avoided. Here's to making every moment (and outfit) count.   Can't wait to hear your stories of style triumphs and wedding bliss when you write to us and tell us all about it holly@fashioncrimespodcast.com or holly@hollykatzstyling.com.   You might just get a shout-out! We love fan mail!!   Until next time, keep it stylish, keep it fun, and keep tuning into the Fashion Crimes Podcast. where we are fashion over 40....waaaayyy over 40.   The only Holly you need to know, signing off, but just for now. Stay fabulous, Fashion Friends and let us hear from you!    Make sure you sign up for our newsletter and send this to a friend who needs some fashion help.    Join the Fashion Besties: Subscribe to our podcast wherever you tune in to your favorites — always subscription-free - so you can stay up to date without a hitch.   Plus, follow us on our social media for the latest updates on each episode, sneak peeks, and more fashion fun.   Help us spread the word: We Are The Best Fashion Friend You Never Knew You Needed!   And don't forget to watch our podcast videos with your besties on YouTube!   IN OTHER NEWS!     In case you missed the WORLDWIDE RELEASE PARTY for Holly's new book…. Holly has just published a new style guide: Stop Making These Fashion Mistakes!    This style guide makes a great gift for those who need it, and those who don't know they need it. This will be a game changer for anyone who could be struggling with their style.    It is available on Amazon – and is already a BESTSELLER!! Get your copy today!      Thank you for being our Fashion Besties!     Xoxo –      Holly Katz  Your Favorite Personal Stylist, the Hostess with the Mostest AND the only Holly you need to know!    www.fashioncrimespodcast.com    Find more at:   hollykatzstyling.com FB: Fashion Crimes Podcast IG: Fashion Crimes Podcast LI: Holly Katz Style E: holly@hollykatzstyling.com Podcast: fashioncrimespodcast.com P: (917) 309-2451    

If you're feeling overwhelmed by the complexities of tax planning and financial decisions, then you're not alone! Managing your business's tax structure, retirement planning, and investment options can feel like navigating a maze of rules and regulations. David Wilcox sheds some light on how you can take advantage of legal and accounting expertise to make informed decisions and make your money count for taxes and retirement. “You're going to have a lot of tax surprises, operational surprises, things you didn't have to deal with directly as an employee.” -David Wilcox, MBA, CTP, EA Key Takeaways Maximize tax savings and financial growth with optimized tax planning strategies. Ensure legal protection and peace of mind for your business through essential documentation. Discover the best tax classification and entity selection for your business to maximize benefits. Simplify payroll taxes and efficiently manage billing to streamline your business operations. Explore retirement account options and effective tax strategies for long-term financial security. About David Wilcox David Wilcox, MBA, CTP, EA is the Founder of Numbercraft and a skilled tax professional with over 20 years of experience. He is an EA (Enrolled Agent), CTP (Certified Treasury Professional), and Licensed Tax Consultant in Oregon. Beyond the tax, accounting and finance realm, he has years of related IT experience in CRM systems. David also writes and helps others to develop their business ideas through encouraging them and helping them form strategies and identifying potential partners and customers. David obtained his MBA at the University of Barcelona and is completely fluent in Spanish. David also has five years of experience with international and multinational living and is fluent in the unique documentation challenges which this lifestyle entails. David founded Numbercraft to assist small businesses and individuals, harnessing the power of cloud based accounting and CRM systems to create efficiencies and improve data. Find Out More https://numbercraft.tax/ https://www.facebook.com/numberengineer https://twitter.com/numberengineer https://www.linkedin.com/company/numbercraft/ Key Moments 00:00:02 - Introduction to David Wilcox's expertise 00:04:28 - Setting up a Business Entity 00:09:50 - Registering with the IRS 00:11:59 - Importance of Financial Segregation 00:15:06 - Key Considerations for New Business Owners 00:15:29 - Importance of Clear Business Planning 00:19:04 - Difference in Getting Paid 00:23:00 - Deducting Business Expenses 00:27:03 - Cost of Goods Sold and Business Taxes 00:29:27 - Importance of Form W-9 00:30:11 - Tax Structure and Independent Contractors 00:31:43 - 1099 Forms and Tax Deductions 00:35:43 - Employment vs. Contractor Relationships 00:40:30 - Quarterly Tax Filing and Financial Planning 00:43:27 - Payroll Services and Payroll Tax Compliance 00:44:51 - Importance of Payroll Taxes and State Obligations 00:46:06 - Understanding Payroll Tax Liability 00:47:44 - Importance of Outsourcing Billing and Coding 00:50:30 - CEO Mindset and Business Oversight 00:55:38 - Retirement Planning and Tax Benefits for Business Owners 00:59:22 - Traditional vs. Roth IRAs 01:00:53 - Backdoor Roth Contributions 01:02:06 - SEP IRA for Self-Employed 01:04:42 - Business Succession Planning 01:07:17 - Professional Advice and Disclaimers

Anele "I have a friend who would finish his work before lunch time, but wouldneed to convince his work place it takes the entire day, otherwise they give himmore work"See omnystudio.com/listener for privacy information.

On how not to die while depriving yourself of air while having an orgasm.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In light of many major YouTubers “retiring,” a lot of conversation has come up about “burnout.” What causes someone to get burnt out? Is there a way to avoid it? We reached out to Devoted Geek and Licensed Professional Counselor Damara Mora and asked her to send us some information to help answer these questions, and today we are going to talk about them. Time Stamps: 00:00 Intro 0:26 Why are we talking about Burnout? 1:01 What happened to Matt Pat over at Game Theory? 2:07 Reality of Being a Content Creator 5:40 Professional Advice from a REAL LPC 6:43 Stage 1: Beginning. 8:57 Stage 2: Onset of stress 12:04 Stage 3: Chronic Stress 13:34 Stage 4: Burnout 15:01 Stage 5: Habitual burnout 15:28 Signs of Burnout throughout the process 15:51 Link between Mental Health, Spiritual Health, and Physical Health 19:00 Culture Box - https://culturebox.media/ -  @celcast7659  - https://thecelcast.podbean.com/ 19:48 Spiritual and Mental Health are important 21:09 5 Keys to Maintain Job and Mental Health 30:48 Finding Help 34:29 Final Thoughts   Follow Geek Devotions on social media! http://www.twitter.com/geekdevotions http://www.instagram.com/geekdevotions https://www.facebook.com/GeekDevotions/   We want to give a very special thank you to the Devoted Patreon Geeks who help to support Geek Devotions on a monthly basis: The Ruiz Family, Adam Arciniega, Cody McGurk, Erin Straus, Andrew Markham, Paul Turner, Jacob Russel, Mike Alderman, Monster Island Film Vault, The Dapper Man, Dale White, Victoria Dalton, Michael Joesph Manacci, Drew Dodgen, Jon Player, Savannah Wilson, John Harju, Nerd Chapel, Sean Hennigan, Megan Cochran, and The Boykin Family, Perry343 If you'd like to become a Devoted Patreon Geek or learn more about the benefits of becoming one, click the link below; https://www.patreon.com/GeekDevotions You can do a one time gift via PayPal here https://www.paypal.me/geekdevotions    

Have you experienced sudden overwhelming hot flashes or been awakened with sweat and misery at night? MANY women over 50 are suffering with these symptoms as our hormones change around and after menopause. Maegan Allen, CRNP of Baptist Health in Montgomery, Alabama, shares the pros and cons of managing hot flashes and night sweats so we can minimize our discomfort. And if you haven't guessed already, the healthy strategies we use for fat loss in the FASTer Way to Fat Loss® class is absolutely in line with the lifestyle tweaks for better management of all of our hormonal changes. Learn more about my online class for healthy fat loss at any of the ways below:     ENROLL in my next FASTer Way 6-week online class at https://www.fasterwaycoach.com/AMYBRYAN FOLLOW me on Instagram @amybryanfasterway EMAIL me at au4ahb@gmail.com. JOIN my free info group, SCHEDULE a discovery call, VOICE MESSAGE me, and DOWNLOAD freebies at www.linktr.ee/amybryanfasterway.   You can also email Maegan Allen at mnl0003@auburn.edu. 

Georgiana Laudi is the Co-founder and CEO at Forget The Funnel, a consulting agency that helps SaaS companies scale and improve conversion rates through customer-led growth. In this episode Georgiana and KJ discuss the challenges of customer acquisition and retention in the digital age, and the need for companies to prioritize efficiency, retention, and maximizing ROI.    Key Takeaways: How companies can provide a better onboarding experience for customers The challenges of customer acquisition in today's digital landscape How to shift from a mindset of “growth at all costs” to maximizing ROI Why customer research should be the foundation of any decision-making process Quote of the Show (3:00): "We don't need to be guessing at what our best strategies are, the answers to that strategy live inside the heads of our best customers." – Georgiana Laudi   Join our Anti-PR newsletter where we're keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome.   Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval   Ways to connect with Georgiana Laudi: LinkedIn: https://www.linkedin.com/in/georgianalaudi/ Twitter: https://twitter.com/ggiiaa Company Website: https://forgetthefunnel.com Company LinkedIn: https://www.linkedin.com/company/forgetthefunnel/     How to get more Disruption/Interruption:  Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvODE5NjRmY2EtYTQ5OC00NTAyLThjZjktYWI3YzAwMmRiZTM2LzNiZTZiNzJhLWEzODItNDhhNS04MDc5LWFmYTAwMTI2M2FiNi9kZDYzMGE4Mi04ZGI4LTQyMGUtOGNmYi1hZmEwMDEyNjNhZDkvcG9kY2FzdC5yc3M= Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

I can think of many heroes on the Marine Corps' 248th Birthday. In this episode, I had the privilege of hosting a Marine Corps veteran I consider a modern-day hero, Ellis Craig.After returning from a combat deployment and hanging up his uniform, Ellis was faced with a new kind of battle - thriving in a civilian world. Imagine working odd jobs to make ends meet, struggling to fit in after being shaped by a military mindset. Ellis did not only survive, but he also fought, he persevered. From his uncle's advice to stay in Washington, D.C., and fight for his dreams, to his experiences with nightclub security and living with his sister's family, Ellis' journey is a testament to determination and resilience.We wrap up by exploring his career trajectory after leaving the Marine Corps, his work at the Pentagon, and how he uses his platform to inspire other military veterans. Don't miss out on this inspiring conversation with Ellis Craig and Happy 248th Birthday Marines!Guest Link:➡LinkedIn: https://www.linkedin.com/in/elliscraigveteran/➡Watch: https://youtu.be/vbiSyKlChfUSupport the show Watch: Unarmored Talk Playlist Mario's Socials: Parade Deck Support My Nonprofit: Still Serving, Inc. Email: host@unarmoredtalk.com Thank you for listening, sharing, and watching!

Anupam Nandwana is the CEO & Founder of P360, a leading provider of technology solutions for the pharmaceutical and life sciences industries. The AI-powered platform is changing the game for pharmaceutical sales reps and healthcare professionals. In this episode Anupam and KJ discuss the benefits of remote engagement for pharmaceutical representatives and doctors and explore the power of AI to create disruptive innovation and the potential for positive change in various industries.    Key Takeaways: The importance of AI and IoT to improve clinical outcomes How AI is bridging communication gaps between doctors, scientists, and patients Why remote engagement is a game-changer for today's pharma representatives How hybrid engagement options improve the quality of care for patients today Quote of the Show (33:00): "There are a lot of people in the world who need help, so whatever we can do to move the ball forward, we do our little part." – Anupam Nandwana   Join our Anti-PR newsletter where we're keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome.   Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval   Ways to connect with Anupam Nandwana: LinkedIn: https://www.linkedin.com/in/anandwana/ Company Website: http://www.p360.com Company LinkedIn: https://www.linkedin.com/company/p360/   How to get more Disruption/Interruption:  Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvODE5NjRmY2EtYTQ5OC00NTAyLThjZjktYWI3YzAwMmRiZTM2LzNiZTZiNzJhLWEzODItNDhhNS04MDc5LWFmYTAwMTI2M2FiNi9kZDYzMGE4Mi04ZGI4LTQyMGUtOGNmYi1hZmEwMDEyNjNhZDkvcG9kY2FzdC5yc3M= Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Maylan Newton, founder of ESI Seminars, has a chilling story of a day that started like any other day but ended in a year-long road to recovery that gave him a passion for helping shop owners be prepared for the worst case scenario. Maylan shares his story and gives tips to make sure your team and your loved ones aren't left with a burden in the case where the day you hope never comes, comes.Thank you to RepairPal for sponsoring The Auto Repair Marketing Podcast. Learn more about RepairPal at https://repairpal.com/shopsShow Notes with TimestampsThe importance of having things in place for emergencies (00:01:06) Discussion on the impact of emergencies on businesses and the need to have contingency plans in place.The role of good staff and proper training (00:02:24) Importance of having trustworthy staff and training them properly to ensure smooth operations in case of emergencies.The need for comprehensive documentation and information sharing (00:03:13) Importance of documenting policies, procedures, passwords, legal and financial information to enable others to manage the business in case of emergencies.The stress of a technician's passing (00:07:19) The unfortunate passing of a technician and the resulting stress on the business and his wife.Lack of process for credit card machine (00:08:04) A story about a business losing money because they didn't have a process for batching out the credit card machine.Importance of planning for incapacitation (00:10:13) The importance of planning for incapacitation, such as strokes or heart attacks, and the impact it can have on the business and family.The doctor's plane crash (00:14:39) A doctor who survived a plane crash and the impact it had on his specialized medical practice.Realizing the gift (00:15:47) A conversation with his wife about his ability to inspire and motivate people, and the need to figure out what to do with his gift.Negotiating with God (00:17:14) Aconversation with God about his purpose and the request for pain relief and healing for himself and a friend.The phone calls (00:20:38) Maylan receives multiple phone calls from different associations asking him to talk about his company's survival and recovery.Committing to speaking engagements (00:21:24) Maylan commits to speaking engagements in Arizona, Las Vegas, and Kansas City to share his story.Encountering a young lady in a wheelchair (00:24:03) Maylan meets a young lady in a wheelchair and shares his philosophy of physical therapy and recovery with her.Planning for the Future (00:28:00) Discussion about the importance of creating a will and considering who will take over the business in the event of incapacitation or death.Passing on Ownership (00:28:24) Exploration of the potential issues that arise when passing on ownership of a business to someone who lacks knowledge or experience in the industry.Importance of Exit Planning (00:32:11) Emphasis on the need for business owners to have an exit plan in place and to prepare the business for succession to avoid chaos and problems in the event of unforeseen circumstances.Planning for the Unexpected (00:34:11) Importance of creating a plan for unexpected events such as illness, accidents, or death, and involving key stakeholders.Impact on the Business (00:35:37) Discussing the consequences for a business when the owner or key personnel are unable to work due to personal circumstances.Importance of Conversations and Professional Advice (00:38:20) Highlighting the need for open conversations with attorneys and professionals, such as insurance agents and real estate attorneys, to create wills, trusts, and buy-sell agreements.The importance of having a final wish (00:41:57) The realization of not...

This week, we're talking about (wait for it) taxes. Specifically, we're breaking down Wealth Rule #4: Pay as Few Taxes as possible. Topics include strategies for paying less, who the tax code is designed to benefit, entrepreneurship, and why hiring a tax professional is almost always worth the money. ABOUT THE SHOW Optimal Agency aims to help you own your life so you can impact the world, pursue work you love, and spend your hours how you want. Be sure to subscribe or follow the show to avoid missing any new episodes. ✦ Read the Rules: Health | Wealth | Time ✦ Get your HWT Score ✦ Get our weekly email

In this week's episode, Matt & Oren chat with Bonnie & Allison, the Bonabart directing duo! Matt's Endorsement: Elevenlabs.io, Adobe Podcast, & Chris Blattman's Professional AdviceOren's Endorsement:Bonabart's Endorsement: Matcha Lattes, Being A Boulder Pusher, Come As You Are, & Catch AirContribute to the Just Shoot It Patreon and help the show.Send feedback or questions to @justshootitpod or justshootitpod@gmail.com.Follow Matt on twitter and instagram.Follow Oren on twitter and instagram.Wanna be on the show? Call us with a question at (262) 6-SHOOT-1, and we'll air your voicemail on the show.Show your support: rate and review us on iTunes. apple.co/2fl9ojySee who our guests are a week early on our instagram @JustshootItPodMusic was provided by the free music archive and by Jahzzar.Each week on Just Shoot It we interview your directors, screenwriters, editors, cinematographers, and actors, and learn how they became successful, working content creators. We'll share tips and stories of how people in the entertainment industry forced their ways into sustainable careers. We're all about getting off your butt and making your own videos. Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

Deepak joins the show!

We have a very special episode in store for you. We're counting down the best pieces of advice we've received from our incredible guests over the years. Tune in for insight and inspiring ideas about the following topics:Starting your career in the beauty & skincare industryBuilding your brand and finding your nicheFeeling like your best personal and professional selfAchieving your bigger goalsLeveling up your skill set & reinvesting in yourselfFollow our guests on Instagram:Brittany with the Blue HairJoelle 'Loleta'Ariel CorlNaomie FloresFrideshia PitterAriana BronsonTara WhitakerEMAIL your questions/stories to waxaboutitpodcast@gmail.comLIKE Wax About It on Facebook: @waxaboutitFOLLOW Wax About It: @waxaboutitFOLLOW Ausha Marie: @aush_marie

Sometimes I say things to my clients with a caveat: so, this is super unprofessional, but try this... or don't tell anyone I told you to do this but... You're getting all the good stuff today. resources: Slydial (leave a voicemail without someone's phone ringing): call 267-759-3425 > follow the prompts (easy peasy) Marriage Methods (now PAY WHAT YOU CAN): https://bit.ly/marriage-methods-pwyc Decision Time: https://elisabethklein.com/product/decisiontime/ Heartbreak to Hope (now PAY WHAT YOU CAN): https://bit.ly/Heartbreak-to-Hope-pwyc Relationships 201: https://elisabethklein.com/product/relationships-201 BetterHelp therapy: betterhelp.com/allthattosay (for 10% off your first month) --- Send in a voice message: https://podcasters.spotify.com/pod/show/elisabeth-klein/message Support this podcast: https://podcasters.spotify.com/pod/show/elisabeth-klein/support

Episode Summary: In this episode, host Mike Koelzer interviews Colin Carr, a commercial real estate agent specializing in representing healthcare providers. They discuss the challenges and considerations specific to healthcare professionals when it comes to real estate transactions. Colin shares his expertise and insights on various topics, including the impact of aesthetics in healthcare facilities, the effects of COVID-19 on the commercial real estate market, zoning considerations for medical offices, and the importance of tenant representation. Listeners gain valuable knowledge on how to make informed decisions and optimize their real estate strategies in the healthcare industry. Episode Highlights: Understanding the Unique Demands of Healthcare Providers: Different personality types among healthcare specialties Importance of aesthetics in healthcare facilities Creating a positive patient experience through cleanliness and attention to detail Navigating the Impact of COVID-19 on Commercial Real Estate: Sectors that remained strong (e.g., industrial, multi-family properties) Changes in large office spaces due to remote work and downsizing Resilience of retail spaces driven by strong retailers and economic conditions Zoning Considerations and Classifications for Medical Offices: Different state zoning laws and regulations Classifications of medical office buildings (Class A, Class B, Class C) Involvement of architects in navigating building codes and regulations Neighboring Businesses and Building Conversions: Parking challenges and congestion from successful neighboring businesses Importance of landlords and property managers in maintaining a positive environment Opportunities and challenges of building conversions and repurposing Insights on the Self-Storage Industry and Lease Negotiations: Rise of multi-story storage facilities and pod storage solutions Common mistakes healthcare providers make in lease negotiations Importance of tenant representation to secure competitive lease terms The Complexity of Commercial Real Estate Negotiations: Various factors in negotiations (lease rates, build-out periods, concessions) Non-binding letters of intent and extensive lease agreements The need for professional representation and multiple negotiations The Importance of Professional Advice and Representation: Real-life example highlighting the consequences of inadequate representation Comparing real estate to seeking medical expertise rather than self-diagnosing Balancing confidence and arrogance in negotiations The Ratio of Property Ownership vs. Leasing in the Healthcare Industry: Percentage of healthcare providers who own vs. lease their properties Factors influencing the decision to lease or own (availability, market demand, flexibility) Advantages of leasing (relocation, lower upfront costs, concessions) vs. owning (equity, tax deductions, control) Key Takeaways and Next Steps: Importance of understanding the long-term implications of real estate decisions Hiring professional representation to navigate the process effectively Exploring lease and purchase options, negotiating with multiple parties Contacting Carr Healthcare Realty for expert assistance with real estate needs Closing Remarks: Gratitude to Colin Carr for sharing valuable insights and expertise Encouragement for healthcare professionals to make informed real estate decisions Preview of upcoming episodes and topics in the healthcare real estate industry https://carr.us/ Connect with Mike: Instagram:⁠ https://www.instagram.com/bizofpharmpod/⁠ Facebook:⁠ https://www.facebook.com/BizOfPharmPod⁠ YouTube:⁠ https://www.youtube.com/c/TheBusinessofPharmacyPodcast⁠ Twitter:⁠ https://twitter.com/bizofpharmpod⁠LinkedIn:⁠ https://www.linkedin.com/company/bizofpharmpod⁠ Website:⁠ https://www.bizofpharmpod.com⁠ Loved this episode? Leave us a review and rating here:⁠ https://www.bizofpharmpod.com/reviews/new/⁠

Burglars give advice on how to protect your home!