Podcasts about Roth

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  • 2,994PODCASTS
  • 15,061EPISODES
  • 37mAVG DURATION
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  • Jul 2, 2022LATEST

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    Best podcasts about Roth

    Show all podcasts related to roth

    Latest podcast episodes about Roth

    Ecclesia Roth Podcast
    Hebe den Schatz - Jörg Maier - 12. Juni 2022

    Ecclesia Roth Podcast

    Play Episode Listen Later Jul 2, 2022 47:00


    Hebe den Schatz - Jörg Maier - 12. Juni 2022 by Ecclesia Kirche

    Ecclesia Roth Podcast
    Unsere DNA: Anbetung - Benjamin Bläsius - 19. Juni 2022

    Ecclesia Roth Podcast

    Play Episode Listen Later Jul 2, 2022 48:32


    Unsere DNA: Anbetung - Benjamin Bläsius - 19. Juni 2022 by Ecclesia Kirche

    Ecclesia Roth Podcast
    Unsere DNA: Leidenschaft - Tim Maier - 26. Juni 2022

    Ecclesia Roth Podcast

    Play Episode Listen Later Jul 2, 2022 40:30


    Unsere DNA: Leidenschaft - Tim Maier - 26. Juni 2022 by Ecclesia Kirche

    Endurance Nerd Talk – Über Ausdauersport und Triathlon: Training, Equipment, Ernährung, Szene
    #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie

    Endurance Nerd Talk – Über Ausdauersport und Triathlon: Training, Equipment, Ernährung, Szene

    Play Episode Listen Later Jul 2, 2022 61:01


    Da sind wir: Nur noch wenige Stunden bis zum Startschuss beim Challenge Roth! Auf der Messe hat sich Nick mit... Der Beitrag #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie erschien zuerst auf Pushing Limits.

    Faktlos – Der Fußball-Podcast mit Seidel & Klöster – meinsportpodcast.de
    #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie

    Faktlos – Der Fußball-Podcast mit Seidel & Klöster – meinsportpodcast.de

    Play Episode Listen Later Jul 2, 2022 61:01


    Da sind wir: Nur noch wenige Stunden bis zum Startschuss beim Challenge Roth! Auf der Messe hat sich Nick mit Coach Nils Goerke, Fritz und Ruben vom Team Fischmarkt getroffen, um die letzte Lagebesprechung abzuhalten. Als neutrale Beobachterin und Fragenstellerin ist Wenke Kujala, Managerin des Erdinger Active Teams, dabei. Es geht um die konkreten Ziele, Taktiken und eigentlich alles, was noch zu sage gibt vor so einem Rennen. Anzeige: Mit WOHLLEBEN SPORTS dürfen wir euch einen echten Experten im Sportfachhandel vorstellen! Und noch schöner: Die Experten sind beim Challenge Roth mit einer eigenen Lounge auf der Expo, wo Nick sich am Donnerstag vor dem Rennen mit euch zum gemeinsamen Communtiy Run trifft. Checkt gerne mal die Website und sichert euch mit dem Code pushingwhllbn ein extra Goodie bei eurem Einkauf. Dieser Podcast wird präsentiert von AG1! Unter athleticgreens.com/pushinglimits kannst du dir kostenlos bei deiner AG1 Erstbestellung 10 praktische Travel Packs sichern! AG1 (R), das sind 75 Vitamine, Mineralstoffe, Botanicals, lebende Kulturen und weitere Inhaltsstoffe aus echten Nahrungsmitteln. Die Pulverform von AG1 unterstützt eine effiziente Aufnahme im Körper. Zur Unterstützung der täglichen Nährstoffversorgung. Bitte achtet auf eine abwechslungsreiche und ausgewogene Ernährung und eine gesunde Lebensweise. Für beste Ergebnisse täglich einen Messlöffel (12g) in kaltes Wasser auflösen und konsumieren. Außer Reichweite von Kindern aufbewahren. Schwangere und Stillende werden gebeten, vor dem Konsum jeglicher Nahrungsergänzungsmittel medizinisches Fachpersonal zu konsultieren. Die tägliche Mengenempfehlung nicht überschreiten. Hier kannst du den Triathlongelaber Podcast hören: zur Episode auf Soundcloud MP3-Datei der Episode herunterladen Darüber sprechen wir im Podcast: Nick, Coach Goerke und die Fischmarktcrew: Alles zum Challenge Roth Weiterführende Links: Zu unserem Instagram-Account Alle Podcast-Episoden   Der Beitrag #197 Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie erschien zuerst auf Pushing Limits. Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen? Dann schaue auf www.kostenlos-hosten.de und informiere dich. Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten.

    Drübergehalten – Der Ostfußball­podcast – meinsportpodcast.de
    #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie

    Drübergehalten – Der Ostfußball­podcast – meinsportpodcast.de

    Play Episode Listen Later Jul 2, 2022 61:01


    Da sind wir: Nur noch wenige Stunden bis zum Startschuss beim Challenge Roth! Auf der Messe hat sich Nick mit Coach Nils Goerke, Fritz und Ruben vom Team Fischmarkt getroffen, um die letzte Lagebesprechung abzuhalten. Als neutrale Beobachterin und Fragenstellerin ist Wenke Kujala, Managerin des Erdinger Active Teams, dabei. Es geht um die konkreten Ziele, Taktiken und eigentlich alles, was noch zu sage gibt vor so einem Rennen. Anzeige: Mit WOHLLEBEN SPORTS dürfen wir euch einen echten Experten im Sportfachhandel vorstellen! Und noch schöner: Die Experten sind beim Challenge Roth mit einer eigenen Lounge auf der Expo, wo Nick sich am Donnerstag vor dem Rennen mit euch zum gemeinsamen Communtiy Run trifft. Checkt gerne mal die Website und sichert euch mit dem Code pushingwhllbn ein extra Goodie bei eurem Einkauf. Dieser Podcast wird präsentiert von AG1! Unter athleticgreens.com/pushinglimits kannst du dir kostenlos bei deiner AG1 Erstbestellung 10 praktische Travel Packs sichern! AG1 (R), das sind 75 Vitamine, Mineralstoffe, Botanicals, lebende Kulturen und weitere Inhaltsstoffe aus echten Nahrungsmitteln. Die Pulverform von AG1 unterstützt eine effiziente Aufnahme im Körper. Zur Unterstützung der täglichen Nährstoffversorgung. Bitte achtet auf eine abwechslungsreiche und ausgewogene Ernährung und eine gesunde Lebensweise. Für beste Ergebnisse täglich einen Messlöffel (12g) in kaltes Wasser auflösen und konsumieren. Außer Reichweite von Kindern aufbewahren. Schwangere und Stillende werden gebeten, vor dem Konsum jeglicher Nahrungsergänzungsmittel medizinisches Fachpersonal zu konsultieren. Die tägliche Mengenempfehlung nicht überschreiten. Hier kannst du den Triathlongelaber Podcast hören: zur Episode auf Soundcloud MP3-Datei der Episode herunterladen Darüber sprechen wir im Podcast: Nick, Coach Goerke und die Fischmarktcrew: Alles zum Challenge Roth Weiterführende Links: Zu unserem Instagram-Account Alle Podcast-Episoden   Der Beitrag #197 Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie erschien zuerst auf Pushing Limits. Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen? Dann schaue auf www.kostenlos-hosten.de und informiere dich. Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten.

    TIKI TAKA – Der La Liga Podcast – meinsportpodcast.de
    #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie

    TIKI TAKA – Der La Liga Podcast – meinsportpodcast.de

    Play Episode Listen Later Jul 2, 2022 61:01


    Da sind wir: Nur noch wenige Stunden bis zum Startschuss beim Challenge Roth! Auf der Messe hat sich Nick mit Coach Nils Goerke, Fritz und Ruben vom Team Fischmarkt getroffen, um die letzte Lagebesprechung abzuhalten. Als neutrale Beobachterin und Fragenstellerin ist Wenke Kujala, Managerin des Erdinger Active Teams, dabei. Es geht um die konkreten Ziele, Taktiken und eigentlich alles, was noch zu sage gibt vor so einem Rennen. Anzeige: Mit WOHLLEBEN SPORTS dürfen wir euch einen echten Experten im Sportfachhandel vorstellen! Und noch schöner: Die Experten sind beim Challenge Roth mit einer eigenen Lounge auf der Expo, wo Nick sich am Donnerstag vor dem Rennen mit euch zum gemeinsamen Communtiy Run trifft. Checkt gerne mal die Website und sichert euch mit dem Code pushingwhllbn ein extra Goodie bei eurem Einkauf. Dieser Podcast wird präsentiert von AG1! Unter athleticgreens.com/pushinglimits kannst du dir kostenlos bei deiner AG1 Erstbestellung 10 praktische Travel Packs sichern! AG1 (R), das sind 75 Vitamine, Mineralstoffe, Botanicals, lebende Kulturen und weitere Inhaltsstoffe aus echten Nahrungsmitteln. Die Pulverform von AG1 unterstützt eine effiziente Aufnahme im Körper. Zur Unterstützung der täglichen Nährstoffversorgung. Bitte achtet auf eine abwechslungsreiche und ausgewogene Ernährung und eine gesunde Lebensweise. Für beste Ergebnisse täglich einen Messlöffel (12g) in kaltes Wasser auflösen und konsumieren. Außer Reichweite von Kindern aufbewahren. Schwangere und Stillende werden gebeten, vor dem Konsum jeglicher Nahrungsergänzungsmittel medizinisches Fachpersonal zu konsultieren. Die tägliche Mengenempfehlung nicht überschreiten. Hier kannst du den Triathlongelaber Podcast hören: zur Episode auf Soundcloud MP3-Datei der Episode herunterladen Darüber sprechen wir im Podcast: Nick, Coach Goerke und die Fischmarktcrew: Alles zum Challenge Roth Weiterführende Links: Zu unserem Instagram-Account Alle Podcast-Episoden   Der Beitrag #197 Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie erschien zuerst auf Pushing Limits. Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen? Dann schaue auf www.kostenlos-hosten.de und informiere dich. Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten.

    Mixed-Sport – meinsportpodcast.de
    #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie

    Mixed-Sport – meinsportpodcast.de

    Play Episode Listen Later Jul 2, 2022 61:01


    Da sind wir: Nur noch wenige Stunden bis zum Startschuss beim Challenge Roth! Auf der Messe hat sich Nick mit Coach Nils Goerke, Fritz und Ruben vom Team Fischmarkt getroffen, um die letzte Lagebesprechung abzuhalten. Als neutrale Beobachterin und Fragenstellerin ist Wenke Kujala, Managerin des Erdinger Active Teams, dabei. Es geht um die konkreten Ziele, Taktiken und eigentlich alles, was noch zu sage gibt vor so einem Rennen. Anzeige: Mit WOHLLEBEN SPORTS dürfen wir euch einen echten Experten im Sportfachhandel vorstellen! Und noch schöner: Die Experten sind beim Challenge Roth mit einer eigenen Lounge auf der Expo, wo Nick sich am Donnerstag vor dem Rennen mit euch zum gemeinsamen Communtiy Run trifft. Checkt gerne mal die Website und sichert euch mit dem Code pushingwhllbn ein extra Goodie bei eurem Einkauf. Dieser Podcast wird präsentiert von AG1! Unter athleticgreens.com/pushinglimits kannst du dir kostenlos bei deiner AG1 Erstbestellung 10 praktische Travel Packs sichern! AG1 (R), das sind 75 Vitamine, Mineralstoffe, Botanicals, lebende Kulturen und weitere Inhaltsstoffe aus echten Nahrungsmitteln. Die Pulverform von AG1 unterstützt eine effiziente Aufnahme im Körper. Zur Unterstützung der täglichen Nährstoffversorgung. Bitte achtet auf eine abwechslungsreiche und ausgewogene Ernährung und eine gesunde Lebensweise. Für beste Ergebnisse täglich einen Messlöffel (12g) in kaltes Wasser auflösen und konsumieren. Außer Reichweite von Kindern aufbewahren. Schwangere und Stillende werden gebeten, vor dem Konsum jeglicher Nahrungsergänzungsmittel medizinisches Fachpersonal zu konsultieren. Die tägliche Mengenempfehlung nicht überschreiten. Hier kannst du den Triathlongelaber Podcast hören: zur Episode auf Soundcloud MP3-Datei der Episode herunterladen Darüber sprechen wir im Podcast: Nick, Coach Goerke und die Fischmarktcrew: Alles zum Challenge Roth Weiterführende Links: Zu unserem Instagram-Account Alle Podcast-Episoden   Der Beitrag #197 Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie erschien zuerst auf Pushing Limits. Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen? Dann schaue auf www.kostenlos-hosten.de und informiere dich. Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten.

    Kaltschnäuzig – meinsportpodcast.de
    #197 – Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie

    Kaltschnäuzig – meinsportpodcast.de

    Play Episode Listen Later Jul 2, 2022 61:01


    Da sind wir: Nur noch wenige Stunden bis zum Startschuss beim Challenge Roth! Auf der Messe hat sich Nick mit Coach Nils Goerke, Fritz und Ruben vom Team Fischmarkt getroffen, um die letzte Lagebesprechung abzuhalten. Als neutrale Beobachterin und Fragenstellerin ist Wenke Kujala, Managerin des Erdinger Active Teams, dabei. Es geht um die konkreten Ziele, Taktiken und eigentlich alles, was noch zu sage gibt vor so einem Rennen. Anzeige: Mit WOHLLEBEN SPORTS dürfen wir euch einen echten Experten im Sportfachhandel vorstellen! Und noch schöner: Die Experten sind beim Challenge Roth mit einer eigenen Lounge auf der Expo, wo Nick sich am Donnerstag vor dem Rennen mit euch zum gemeinsamen Communtiy Run trifft. Checkt gerne mal die Website und sichert euch mit dem Code pushingwhllbn ein extra Goodie bei eurem Einkauf. Dieser Podcast wird präsentiert von AG1! Unter athleticgreens.com/pushinglimits kannst du dir kostenlos bei deiner AG1 Erstbestellung 10 praktische Travel Packs sichern! AG1 (R), das sind 75 Vitamine, Mineralstoffe, Botanicals, lebende Kulturen und weitere Inhaltsstoffe aus echten Nahrungsmitteln. Die Pulverform von AG1 unterstützt eine effiziente Aufnahme im Körper. Zur Unterstützung der täglichen Nährstoffversorgung. Bitte achtet auf eine abwechslungsreiche und ausgewogene Ernährung und eine gesunde Lebensweise. Für beste Ergebnisse täglich einen Messlöffel (12g) in kaltes Wasser auflösen und konsumieren. Außer Reichweite von Kindern aufbewahren. Schwangere und Stillende werden gebeten, vor dem Konsum jeglicher Nahrungsergänzungsmittel medizinisches Fachpersonal zu konsultieren. Die tägliche Mengenempfehlung nicht überschreiten. Hier kannst du den Triathlongelaber Podcast hören: zur Episode auf Soundcloud MP3-Datei der Episode herunterladen Darüber sprechen wir im Podcast: Nick, Coach Goerke und die Fischmarktcrew: Alles zum Challenge Roth Weiterführende Links: Zu unserem Instagram-Account Alle Podcast-Episoden   Der Beitrag #197 Podcast Triathlongelaber live aus Roth: Zielgerade vor der Startlinie erschien zuerst auf Pushing Limits. Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen? Dann schaue auf www.kostenlos-hosten.de und informiere dich. Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten.

    Das war der Tag - Deutschlandfunk
    Benin-Bronzen: Baerbock und Roth unterzeichnen Rückgabe-Abkommen

    Das war der Tag - Deutschlandfunk

    Play Episode Listen Later Jul 1, 2022 3:29


    Schmit, Alfredwww.deutschlandfunk.de, Das war der TagDirekter Link zur Audiodatei

    Talking Real Money
    More of Your Questions

    Talking Real Money

    Play Episode Listen Later Jul 1, 2022 26:57


    This week, Don covers the following questions:Is there something better to do with the money that should be in bonds?What's the best interval for retirement withdrawals?How should parents invest after leaving a bank broker?Is this a good stocks?Are ETFs dangerous and how to read a RisQuiz?

    triathlon talk – Carbon & Laktat
    Felix Walchshöfer: Triathlon-Organisator in Zeiten von Corona, Krieg und Lieferketten

    triathlon talk – Carbon & Laktat

    Play Episode Listen Later Jul 1, 2022 54:43


    Die Langdistanz in Roth feiert im Juli 2022 ihr 20. Jubiläum unter dem Challenge-Label. Mit der Gründung der Marke übernahm auch die Familie Walchshöfer die Regie im Frankenland. Felix Walchshöfer ist bekannt für seine klaren Meinungen und Einstellungen – und auch bereit, diese neuen Erkenntnissen anzupassen. Ein intensives Gespräch über den Triathlonsport im Zeichen der aktuellen Weltlage.

    The Perfect RIA
    Follow Up Friday - Roth Conversions

    The Perfect RIA

    Play Episode Listen Later Jul 1, 2022 7:46


    How to stop yourself from overcomplicating things, especially when it comes to Roth conversions. https://bit.ly/3QFk8Gl 

    The MX Endurance Podcast
    #205 - Challenge Roth Preview

    The MX Endurance Podcast

    Play Episode Listen Later Jul 1, 2022 74:06


    It is one of the biggest races in the world and this year we will see two of the greatest long course athletes go head-to-head in Roth with Jan Frodeno coming up against Patrick Lange. They won't have it easy though with young guns, Sam Long and Magnus Ditlev there to cause an upset! We discuss all the action from WTCS Montreal, IronMan Frankfurt, Elsinore 70.3, Mont Tremblant 70.3 and IronMan Nice and why IronMan should give Flora Duffy a wild card entry to 70.3 Worlds this year. For more information about MX Endurance: http://www.mxendurance.com   To sign up as a podcast member and get a whole bunch of benefits head to  https://www.mxendurance.com/podcast   To watch this podcast as a video visit: https://bit.ly/3vzSss2      Claim your free Off-Season Strength Training Plan: https://mxendurance.com/free-plan   Or check MX Endurance out on Social Media:  Facebook https://www.facebook.com/TeamMaccax/ Twitter: https://twitter.com/mxendurance  Instagram: https://www.instagram.com/mxendurance    For any questions, comments or suggestions send us an email at podcast@mxendurance.com      You can follow James at https://www.instagram.com/bale.james85    You can follow Tim at https://www.instagram.com/tford14    If you want the down low on the PTO then sign up for their mailing list: http://bit.ly/PTOMXEndurance   

    Financial Investing Radio
    FIR 153: Tax Saving Secrets From An Insider

    Financial Investing Radio

    Play Episode Listen Later Jun 30, 2022 25:47


    In this episode, I have the opportunity to sit down with someone that has digested and synthesize the tax code and brings the tax saving secrets to you. Grant  Hey, everybody, welcome to another episode of Financial investing radio. So today I have with me someone that just barely met. But as I review, his biography, his profile what he does, it is in one of those places, which I admittedly know so little about, I lean on so many people for help in this area. Now I get to meet with and speak with an expert in the area of how to take it to the tax man. All right, let me welcome Mark Meyers here today. Welcome, Mark. Mark Hey, thank you so much, Grant, I'm excited to chat with you about this. And, you know, hey, if you can keep more of that hard earned profit. It definitely helps in the wealth accumulation realm for sure. So this exciting topic. Grant Boy, for sure. You know, when when you think about taxes and talking about taxes, you know, it's probably right up there with flossing your teeth, right? It's like, oh, everyone should be doing it. Right. But oh, my gosh, do I really want to talk about taxes. Turns out, as I was reviewing some things that you have done to help people, individuals, businesses, really reduce their tax burden. And putting that money, like you said, or leaving that money back in your pocket, suddenly, it becomes really an interesting topic to address. But before you give away any secrets, let's back up. How is it that you got interested in taxes? What is it that even got you to this point?  Mark Grant, you know, it's an interesting story, because I started out my career at the University of Florida, with as an undergrad in exercise physiology, get my Master's in sports management, moved to New York City to manage health clubs, and then moved to Los Angeles to edit, manage more health clubs. And in the process of doing that, I helped a really large high end brand, open a number of different locations. And in that they were they went from a 10 clubs to over 100 clubs. And in that process, I really learn to be an owner operator, every club that I would open or go chant, you know, help return around, I'd have to really be mindful of driving revenue, minimizing expenses, putting the operations in in place, you know, the best practices in place to get the best output. And of course, I was compensated on EBIT margin, so I'd get a base, and then I'd have cash bonus based off of how profitable is the company process, I realized, you know, hey, I might be running health clubs. And I might have a background here, but I have a knack for running companies. And I know there's a lot more opportunity in the financial markets in the financial world, particular to consulting with business owners, that's when I said the light came on after, you know, working well over a decade, you know, 365 days a year, and these clubs are open from, you know, five in the morning till 12 At night, you know, they never got hit. So I'm like, Okay, I'm going to shift gears here and do something fun that can ultimately help other people, and also helped me kind of increase my income opportunity here. Get out of this glass ceiling environment. Grant Yeah. So So you are living this life of just constantly being on right, the lights on, right, because your clubs are on right, the gyms are open, and so you're trying to optimize as much as possible. Talk about school, hard knocks, right? I mean, you learn the lessons along the way, for sure, right? Oh, for sure. Mark I mean, it's one of those things where you know, every penny counts, particularly in that industry. And of course, I worked in a higher end layer. So it was, you know, we're looking at 200 plus dollar a month memberships with spa packages and training and Pilates and Yoga. But at the same time, you still have to be mindful of your margins. That's really, really important. So it was it was a nice experience. It was a nice way to understand how to really learn the p&l, learn the people, learn the drivers, and then of course transitioned over to say, hey, I can speak to business owners, I could speak to those that are looking to, you know, increase efficiency. And there's a lot of opportunity there. So that's kind of where this all kicked off. Grant So in the course of doing this, you start uncovering, I'm assuming, oh, here's a little secret about how I could save a little more money or take some out of the taxes. I imagine over a period of time you started to build up this cadre, or list of or selection of wait, here's some best practices of actually taking the tax back from the tax man and leaving it with you. There's it was it was it that it was a 10 year journey that you invested in to build up that knowledge base? It sounds like, Right? Mark Absolutely. And you know, you really said something important, and it was very accurate in that my, my getting to where I am now didn't happen overnight. In particularly shifting gears, I'd say the last seven or eight years is when I really really shifted gears, to not just talk about can I just not consult with with individuals on their businesses and help them with maybe some financial planning, really shifting gears and saying, hey, there are a lot of different opportunities to reduce tax. And I just went out there. And just like in the past, in my first few years of this, I was kind of more of an advanced insurance specialist and consultant to business owners, and I could go out there and work with any insurance carrier. And I could basically look and say, you know, this is the carrier need for this solution. And this is why this is I realized I could do the same thing in the tax realm, there's just not 100 different, you know, tax savings providers out there, there's probably about 20 to 30 that you want to do business with. And these are small groups are generally fairly boutique, they're not huge. And they offer something very, very specific. And it's somewhere in the 70,000 pages of tax code. And they just so happened to analyze it, apply it. And basically, that's their gig key. So I have a lot of different tools in the tool chest, I have a lot of different relationships with groups that do these things. And I break when I do consulting work, I just put all the pieces of the puzzle together. And it's really cool. I'm not a CPA, I'm not a tax attorney, I'm really literally I call myself a tax savings architect, I've just developed this ability to consult, oh, that's a great title.  Grant Wait, say that title again, you're a what? Mark A tax savings architect, Oh, I love it together, I just build I build the plan. And then I bring the vendors in, right, the right team on the on the coach, I'm bringing the right team in to put the right plays in at the right times. And then the implementation goes, you know, off, you know, from there. Grant So, what I want to highlight is you have developed this by doing it again and again, maybe making a mistake fixing it again and again, oh, learning more again, and you put in that 10 year effort to gather and build that experience and that that's the value platform that you bring to the people so they're not off doing 10 years of learning the lessons, right? Mark Oh, for sure. Grant, I'll tell you, these are types of things that, you know, people don't have time, even the best CPAs right. And you can think about any CPA out there, you've got out of every 10 You're gonna have to my experience, you're gonna have two out of 10 that have developed their practice in a way that they'll have forward looking have a forward looking approach. And they'll have more bandwidth than just, you know, recording and tracking and filing right most of them record track and file. Do you have any more expenses? Are you sure you don't have any more you know, you can buy this capital, we get section 179 it so why don't you spend $1 to save 35 cents? No, that's, that's really a good idea if you need what you're buying. But two out of 10 are forward looking right? They're actually stepping outside of the box and seeing what's out there. They're 70,000 pages of tax code. So this is where the key is at 10 years, you're talking about their 70,000 pages of tax code you if you're going to win a championship. If you're a team think about a just a collegiate team or a professional team. They have multiple coaches. They have strength coaches, they have quarterback coaches that are talking about football they have offensive line coaches defensive line coaches look at businesses the reason why Amazon and Microsoft and General Electric and Nike and DuPont the reason why they pay significantly lower taxes than the average individual is because they have teams they have accounting teams, more than one CPA, they have attorneys they have business strategists. So this is what I really do is I bring that team approach to the small to medium size business owner or you don't even have to be a small to medium sized business owner to have tax savings you can be a high income earning executive. Oh really how to Matt navigate the tax code. There's things that you can do to reduce your tax. Grant Okay, so that gets the the question I was gonna ask around who is this for? Definitely the business owner. But if you're, if you're in the High Net Worth areas and individual this is applicable to you as well. Mark Absolutely. There's three there's three He kind of avenues, business owners. And the reason why is business owners are great to work with because they have control over their income, they can determine how much salary they take, they can determine how they take their income. It really they have the control. The other side would be high income earning executives that maybe don't have as much control but they're they're looking at, you know, half a million dollars or more of taxable income per year. I can work with business owners with much less I mean, they can have as low as 250 or so in taxable income, okay, because the more there's more flexibility. And then the Third Avenue is people that are selling highly appreciated assets, once a lot of crypto traders or somebody that had a stock portfolio, but they didn't have this huge blend, it wasn't like a qualified account, it was just a brokerage account, they had positions that just blew up, and now they're sitting on, you know, $5 million with Apple stock. Well, if they pull the trigger on it, they're looking at, you know, if they're California 37%. Grant Yeah, goodbye to that.  Mark Yeah, well, I can help them, you know, really take care of that as well either eliminated or different depending on what solutions we're looking at. Grant So, okay, what about what about on the, on the inheritance side, same same sort of story. In other words, let's say you inherited something is you have techniques that helps with that group as well. Mark Well, on the inheritance side, I don't spend a lot of time there, because generally, that should be done prior to and a lot of the work that I do actually blends in with maybe some estate planning attorneys, because you really want to solve that equation prior to the need. If you don't, then unfortunately, if you're above the exemption rate, the estate tax man will come take, you know, 60% of that from your kids, right? Not from you, but from your kids and your loved ones. And they might even have to be, they might have to sell appreciate it like this is a real estate high net worth real estate holder, they're selling off real estate just to pay the estate tax, which is never a good thing. So we when it comes to the gifting and the you know passing on to heirs, we generally integrate that into our planning, but we're doing it prior to so that way the kids and their loved ones can breathe, you know, sleep well at night and not have to worry too much about worrying too much about about that sort of thing.  Grant So so let's take the scenario of you're a small and medium business owner and you've got the you've got this tax burden on you. Do you need to be doing the work ahead of time? Is this a whole year of effort that the business owner goes through? Whether they have to be intentional throughout the whole year? Or do your practices, techniques allow you to just sort of come in at the last minute and who 30% off? Thanks, Mark. Have a great year? Mark Yes, well, I would say a little bit of all apply. But proactive forward looking is always the best. The best approach is a forward looking approach. Now I can do hindsight foresight, and then give you insight. On the hindsight we're always looking at, well, what did you miss that you can go back and pick up a lot of people don't realize, particularly in business, there's tax credits that they can pick up in previous years. Currently, right now for the next few months. There's the employee retention tax credit. So there's there's r&d credits, there's there's trends for investing in renewable energy, they can go backwards and pick up previous taxes paid, it's always look at the hindsight, what can we pick up that you paid in the last year or two or three? Ford, Ford sight? Or, you know, foresight is okay, what can we do to change the trajectory of your current income? Because right now, the way we're always looking at pathways, how are you taking your income, because what we need to do is look at creating new pathways. And if you have different pathways to receive the same income, there might be a different taxable situation. But those pathways aren't going to save you. You can't save any money until the pathway is created. So the foresight we're always looking at, well, this is how much money you're taking in now. And you've taken it in one pathway, or maybe two pathways, and this is your taxable outcome. But what if we created two additional pathways? Now you have four pathways, and we're not talking about deferring it. And putting into qualified accounts. I'm not talking about any of that, obviously, that's been going on for years and years and years is there's arguments as to whether or not that really is saving them anything. At the end of the day, we're talking about really taking tax law and the tax code by the horns and saying, hey, the tax code says I can do this, therefore, this money is not taxable. Right. So now that you have this money in your hand, that's not taxable you and you've lowered your adjusted gross income because you took a portion of your money that the tax code says is not taxable because of the way that you've structured it structure that we've just just decreased your taxes and you're like liquid, like the money that you save is liquid, it's in your pocket. If you want to use that for investing you can if you want to use that to recapitalize your business you can if you want to use that to go to Vegas, you can. Grant Yeah, your choice and that's the whole point. It's your choice rather than Uncle Sam. So the strategy seems to be tell me if I've got this right. It's don't fire your CPA because you're going to keep The CPA as a business owner, because you're not the CPA, but what you are bringing is a way to be more productive as you work with the CPA, right, you're bringing in additional knowledge or insight that will then be brought into those conversations with the CPA currently have is that close 100%. Mark And what I always like to tell business owners, and right off the bat is, you know, let's, let's not put your CPA on defense mode, right? They, there's no CPA out there that has the bandwidth, to have this time to vet and research all these different ways to save taxes. I mean, they know a lot, but because they may not know everything that I'll bring to the table, that's okay. So the first thing is make sure that they're not on the defense. And also, I'm not looking to take over any bookkeeping, your tax filing or tax prep, I'm just looking to add additional layers that usually increase revenue for the accounting because it usually does increase their need to maybe have an additional filing each year, or maybe some additional bookkeeping to take to oversee these new solutions.  Grant So it's all day for you as a partner in it, your they don't see you as Oh, I'm here taking business from 100%. Mark Most of the time, when I'm speaking to the right CPAs. And I'm introduced to them by the taxpayer, I get introduced to three or four new clients that the CPA has, because they're like, this is great, I have you know, four or five, or depending on the CPA, they might work with a higher net worth individuals, they might have more, but I like those relationships, because they open the door for more opportunity. Now, I will say there's going to be out of that regard every 10 CPAs, there's two that are for thinking. And there's eight that are really just doing the numbers really doing the prep the recording and filing and prepping. Sometimes the eight, there could be some resistance there. And it's it's, it's only because they don't know what they don't know. So in those situations, hey, I always say it's up to you. It's up to the taxpayer, that you're the decision maker, the CPA is not the decision maker. And I have you know, I never want to pry someone away from their CPA, but if they really liked what I'm talking about under CPAs, just very resistant, doing anything that they're outside of their norm was to have dozens and dozens of CPAs all over the nation that would be very happy to interview you. Or you could interview them because they know the solutions and their clients use them. Grant Yeah, I was gonna ask you. So how does you know? What's some guidance for our listeners on? How do you pick? How do you find those two out of the 10? CPAs? Right? What are some of the key things that someone's looking for? to vet your CPA or while you're searching for someone to say, now you're you're part of the 80%? It's you you're actually not going to help me as much I'm looking for the 20% What What are some tips you have? Mark Yeah, first thing Grant is ask them if they do quarterly meetings. If the CPA or the tax preparer for you is not meeting with you quarterly, they are not forward looking, they're likely going to say hey, let's meet in might not even be before the end of the year, it might be in like January or February to say tell me what you have, is that all the expenses you have? Are you sure because we need to file. But if they even if they're only meeting once per year, at the end of the year, and just trying to figure out, okay, we need to shove a little bit more in the qualified account. And maybe you can have any more, you know, maybe you can buy some more capital equipment. That is not, you know, I'm not saying that's well, let me just say this, that is not the accounting, that that someone needs as they're climbing, the echelon of income, if they're still using that CPA, when they're climbing that income bracket, they are going to be paying retail taxes. When everybody else that has reached that level. When they get to a certain level of of success. They figured out how to pay wholesale sales, no different. There's no different there's a retail price, and there's a wholesale price and the people that pay the wholesale price go above and beyond and look for the coupons where the coupons they're in the tax code. Awesome. The IRS is not saying I'm giving out all day. Yeah, they're not putting a flyer out your mail.  Grant Wait a minute, are you saying there's no mobile app that they could the tax code mobile app with coupons? I think we should build that. That's a great I should yeah, that's my app.  Mark Together Grant. Grant  Let's go build that. I bet there's a market for that. Mark Okay. I would bet there is as well. Yeah, absolutely. Grant I love that idea. Okay, so there's something I saw on your profile that intrigued me many things intrigued me and one of those. I just gotta read this off here. Because when I read it, I was like, Where do I sign? It? It was it was learn how to get the IRS to fund a portion of your retirement 100% tax free. So like, right next to the mobile app. We just talked about developing there's this also. Okay, tell me all right. We want the IRS to fund a portion of our retirement 100% tax free any secrets you can share on that? Mark You know, there's a I'll, I won't give everything away, right? I want people to want to ask me some questions. But I will say this, there's a few different ways to do it. One of the ways is when you find these tax savings, right, when there's that when you're applying the code that's going to basically give you a deduction, right? Because there's codes I can actually, you know, there's a little golf tournament. Here's a nice secret out there. A lot of people know about this, but let's a lot of people don't as well, golf tournament out there. It's been going on for years and years and years. And the winner gets a green jacket. I'm not sure if you're a golfing fan. Oh, sure. Or Yep. If you know, who gets the green jacket every year, you know, there there is somewhere in Georgia and a little town. That's right. And it's a very prestigious golf tournament. So about 60 years ago, the higher net worth individuals that lived around that, that golf course realize that they could rent their homes to the corporation's coming in that were or anyone coming in that wanted to, you know, watch the tournament, and they could rent their homes for significantly more than they would you know, what would cost them to go have a little nice vacation? So in that process, they said, Well, these are our personal residence. This is not a this is not an income property. So they lobby to the their friends and Senate and said, Hey, we're not renting our this is not an income producing property. But we're not getting any deductions on this. We're not getting any tax benefits. But so can we have some benefits. So they basically the Congress, and there's two tax codes that validate this, you can rent your personal residence for up to a certain number of days per year. And the dollars that you receive for that rent is tax free, as long as you don't rent your home for over a certain number of days. Now, here's where it gets fun grant, because some people don't want strangers in their house. Right? So even if they could rent their house for significantly more than they could go do something else. They don't want to Airbnb their house, what if they're a business owner? Well, can they rent their business? Can they rent their house to their business for business purposes? Using the same tax code? Absolutely. Now, we just have to determine what the value is, and put it in your bot and your minutes and ultimately integrate it and know, now when you create those deductions, right? Because if you're renting your house, from your business, and you create a deduction at the business level, but didn't cost you anything at the personal level, or the business level, maybe there's a, you know, maybe the meeting you did was whatever, you know, lunch, well, you just created deductions with no cost, no cost. Now that tax savings now the tax savings is getting to you from that's where you're funding your retirement tax free from the IRS because those that those dollars are non taxable. Now, if you get them into a Roth, if you get them into a cash value life insurance policy, you're never paying the taxes again. So now you're looking at never even paying taxes again after you didn't pay the taxes on it to begin with. Okay, that was one little nugget. Grant That's you know, would you just drop the mic on that? You're not holding in my car? Yeah, yeah. Mark No, but if I dropped it, it might fall off my desk. Grant I might, I might fall off that. Yeah, I tell you, Mark, that that was awesome. Just following that flow of what you articulated. I think that's a beautiful thing. Okay. So let me ask you this. With all that you're doing, and with all that people are coming to you for? How do they engage with you? How do they dial it? How they interact with you? How do they how do they say I'm a good candidate for you? Where do they go to find out more about you? Mark Great question, I always just invite him to my website, Grant, I just PeakProfitSolutions.com. And as you know, peak as in a mountain peak, P-E-A-K Profit Solutions, plural PeakProfitSolutions.com. On that you can have, there's places where you can go get case studies, I click here for some case studies, there's a link that says, hey, book an appointment with me, and 20 It literally only takes me 20 minutes to have a conversation with someone to determine if they're a good candidate for any one of the dozen or more solutions that I can bring to the table. That's really the best thing though, the most important thing to know is, you know, just take a little bit of time, even if it's 20 minute phone call, you don't have to come super prepared. They don't have to come with their entire balance and their their previous tax years and their p&l Like just come and say, This is what I how I'm structured. This is how much I'm making every year. I'm writing a lot, you know, just all they need to do is do that. And I and from that point forward, I can determine right out of the gate if they're a good candidate for the architecture to start. Grnant The tax architect. Mark Architect, tax savings, architecture, tax savings architect good building. That's right. Grant That is awesome. That is awesome. Excellent. Mark, thank you for your time today. Any final comments? Mark No, I just appreciate being on the show. Appreciate your, your hosting style, and of course, all the interviews that you've done on your channel so are fun to listen to. So thank you. Grant I'm having fun. It's a fascinating world, right? There's just so many great people doing so many cool things. So when your profile came across me as like, Oh, I gotta talk this guy. He's got some secrets about reducing taxes. Okay, yeah, he's in. So thanks for doing that mark for thanks for taking the time everyone. Thanks for joining another episode of Financial investing radio. And until next time, go check out go check out Peak Profits Solutions. Thank you for joining Grant on Financial Investing Radio. Don't forget to subscribe and leave feedback.  

    Talking Real Money
    Bad Six Months

    Talking Real Money

    Play Episode Listen Later Jun 30, 2022 24:35


    How bad were the first six months of 2022 for investors? It really depended on how you invested. Plus, Tom and Don take a question from a listener who has lost 35% off his investments.

    Refresh Your Wealth Show
    389: Tax Free Wealth - Roth IRA

    Refresh Your Wealth Show

    Play Episode Listen Later Jun 30, 2022 25:45


    Mark and Mat break down the power of the Roth IRA in this weeks episode of the Mainstreet Business Podcast. The Roth is a powerhouse tool that creates 100% TAX FREE wealth. Additionally, they break down a handful of game changing strategies on how to take your retirement to the next level. To learn more, visit https://mainstreetbusiness.com/

    Dolphin Financial Radio
    Roth Conversion in a Bear Market

    Dolphin Financial Radio

    Play Episode Listen Later Jun 30, 2022


    When your IRA stock portfolio is down in value, does it make sense to covert a portion to a Roth? Since the value is lower, you can convert a higher portion to a Roth for the same tax liability. However, this may not be the best approach to deciding on a Roth conversion. In this show we discuss converting to a Roth in a Bear market.

    CBS Eye on Money
    How to Handle Military Signing Bonus

    CBS Eye on Money

    Play Episode Listen Later Jun 30, 2022 18:09


    We're both joining the military and we'll each receive a signing bonus of $100,000. What should we do with the money?Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Money, Riches & Wealth - The Podcast
    MRW - Podcast - OPEN SHOW - May 25, 2022

    Money, Riches & Wealth - The Podcast

    Play Episode Listen Later Jun 30, 2022 37:55


    Drew and Mike are two for two as they team up for the second week in a row to talk with listeners about I-Bonds, the possibility of Amazon being broken up, Roth conversions and reverse mortgages. The show is like Cracker Jack and the prize is at the bottom; what will it be? To find out it is best to download and enjoy. We think it is better than a band of gold.

    Talking Real Money
    Pensions Compound Mistakes

    Talking Real Money

    Play Episode Listen Later Jun 29, 2022 17:45


    A combination of bad match and magical thinking have created hugely underfunded pension plans. Rather than solve the problem rationally, plan managers are stretching for unlikely additional returns while increasing costs.Plus, a listener wants to know if it makes sense to extend the maturity of a target-date fund?

    The Roth Report
    The Roth Report 06-29-22

    The Roth Report

    Play Episode Listen Later Jun 29, 2022 28:26


    See omnystudio.com/listener for privacy information.

    Adam Bergman Talks
    Episode 344 - New Shocking Creditor & Asset Protection Case

    Adam Bergman Talks

    Play Episode Listen Later Jun 29, 2022 25:02


    In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a recent court case, TBS Props. v. United States, alter ego, and how the Court's decision could affect how protection of your assets could be affected.

    Fitter & Faster by Triathlete
    Triathlete Hour: Nicola Spirig looks back on 30 years at the top of the tri game

    Fitter & Faster by Triathlete

    Play Episode Listen Later Jun 29, 2022 51:33


    This week, we've got a quick preview of the race in Roth this Sunday: world champion v. world champion. And then we're talking to another world champ, the legend Nicola Spirig. Nicola talks to us from her home in Switzerland, as she nears the end of her final season and retirement. She tells us about what her goals have been in this final year, which of her five Olympics was her favorite, and how she actually never intended to be a pro triathlete for this long. The Swiss star and Olympic gold medalist started triathlon when she was just a kid; her dad coached her for 15 years and she ultimately won 6 European championships. What will she do now? And what does training look like when she's all done with triathlon? Check out the video from On Running looking back on her three decades: Nicola's Spirit This week's episode is brought to you by the AIRWAAV Endurance Performance Mouthpiece, which can open your airway by up to 25% for improved breathing. As a partner of USA Triathlon, AIRWAAV is offering Triathlete Hour listeners 15% off with code TH15. 

    The Triathlete Hour
    Triathlete Hour: Nicola Spirig looks back on 30 years at the top of the tri game

    The Triathlete Hour

    Play Episode Listen Later Jun 29, 2022 51:33


    This week, we've got a quick preview of the race in Roth this Sunday: world champion v. world champion. And then we're talking to another world champ, the legend Nicola Spirig. Nicola talks to us from her home in Switzerland, as she nears the end of her final season and retirement. She tells us about what her goals have been in this final year, which of her five Olympics was her favorite, and how she actually never intended to be a pro triathlete for this long. The Swiss star and Olympic gold medalist started triathlon when she was just a kid; her dad coached her for 15 years and she ultimately won 6 European championships. What will she do now? And what does training look like when she's all done with triathlon? Check out the video from On Running looking back on her three decades: Nicola's Spirit This week's episode is brought to you by the AIRWAAV Endurance Performance Mouthpiece, which can open your airway by up to 25% for improved breathing. As a partner of USA Triathlon, AIRWAAV is offering Triathlete Hour listeners 15% off with code TH15. 

    Brian Thomas
    Dr. Sheldon Roth - BOOK - Psychologically Sound

    Brian Thomas

    Play Episode Listen Later Jun 29, 2022 16:33


    Physio Explained by Physio Network
    #47 - Sometimes it IS the SIJ with Trish Wisbey-Roth

    Physio Explained by Physio Network

    Play Episode Listen Later Jun 29, 2022 17:45


    In this episode with Trish Wisbey-Roth, we cover the latest evidence in the assessment of SIJ and pelvic pain and how using clusters can help improve our specificity and sensitivity. She then covers how treatments in this area require starting at a low and more specific level than is commonly prescribed, and that a common mistake is progressing too quickly with these patients.Trish Wisbey-Roth is one of the select group of Australia's first Specialist Sports Physiotherapists (awarded 2010) and is recognised as a Fellow of the Australian College of Physiotherapy. She is a Sports Specialist in the area of lower back, pelvic and hip problems.You can find online resources and courses from Trish Wisbey-Roth here - https://www.thephysioaccelerator.comOur host is Michael Rizk from Physio Network and iMoveU: https://cutt.ly/ojJEMZs 

    Money Making Sense
    Why men and women think about money differently

    Money Making Sense

    Play Episode Listen Later Jun 29, 2022 22:51


    If a professional can't explain financial terms in a simple way, it's their problem, not yours.  So says Nicholle Overcamp, the CEO of Wilcox Financial Group.  She is also a financial coach with PowHERhouse Money Coaching. Nicholle says many times women are intimidated to ask deeper questions about their money, because some men want to tell others what to do or simply show how much they know, instead of explaining the process. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy information.

    The Chris Hogan Show
    Traditional or Roth 401(k)?

    The Chris Hogan Show

    Play Episode Listen Later Jun 29, 2022 4:24


    Listen to how ordinary people built extraordinary wealth - and how you can too. You'll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John Delony, and George Kamel.

    Talking Real Money
    Growth to Value to ARKK

    Talking Real Money

    Play Episode Listen Later Jun 28, 2022 35:27


    Several of the the past decades most popular stocks have gone from fast growing to undervalued. Yet, another case for diversification. Plus, Don shares the real story of the return that most of Ark Innovation ETF investors received.Listeners want to know:What should be done with an unneeded required minimum distribution?Is her financial advice provider really acting as a fiduciary?Will the RMD age be increased to 73 this year?Can their non-retirement plan investments support them until Social Security?How can you know which ETFs are actively managed?

    Your Money, Your Wealth
    Can We Retire Soon? Retirement Spitball Analysis - 384

    Your Money, Your Wealth

    Play Episode Listen Later Jun 28, 2022 38:25


    “Are we on track for retirement?” The ever-popular YMYW Retirement Spitball Analysis is all based on that simple question. Joe and Big Al spitball retirement for listeners planning to retire in just a few years, wondering if they should save to pre-tax or post-tax accounts, and strategizing around long-term capital gains, dividends, and Roth conversions. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-384

    CBS Eye on Money
    Am I Financially on Track?

    CBS Eye on Money

    Play Episode Listen Later Jun 28, 2022 12:03


    As a 35 year old woman living in Austin and working in tech, I'd love to know if I'm financially on track for retirement, and what I should do with excess savings in my money market account?Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Crispy Coated Robots
    CRISPY COATED ROBOTS #123 - Best Post-First Season Characters and Top 5 Healthy Snacks

    Crispy Coated Robots

    Play Episode Listen Later Jun 28, 2022 65:48


    Episode 123:  “My snack, my choice!”Kicking off Season 4, Jim, Joseph, and George argue the best TV characters introduced after the first season. Get ready to add up the calories as the boys debate their Top 5 healthy snacks.·        George recounts how he and then girlfriend/future wife were so poor that they had to rig a broken TV in order to watch Bruce Willis & Cybill Shepherd fall in love.·        How was cinema expert Dr. Roth ultimately betrayed by ABC television during the late 80s?  ·        Which podcast host has never eaten cottage cheese because of his father?·        What is this secret society/cult of Hot Grape Nuts?·        Listen as George is completely shut out of a category by the two Js.·        What happens if you drink a soda and eat a banana in the same setting?·        Will the original Frank Costanza please stand up!·        Which podcast host's grandfather turned orange from eating carrots?DOUBLE VISION: Jim reveals a special family remedy for getting struck on the head with an aluminum bat.

    Talking Real Money
    Creating Retirement Income

    Talking Real Money

    Play Episode Listen Later Jun 27, 2022 36:19


    Tom and Don move from creating wealth to creating the income needed to retire comfortably. They discuss determing your income needs and income strategies that have worked and failed. Plus, they take questions on buying bonds through Treasury Direct and when the IRS considers a couple married for tax purposes. 

    Growing Your Wealth with Brian Evans

    In this episode Brian discusses a tax planning tip - using Roth accounts.

    The Perfect RIA
    Roth Conversions [Episode 158]

    The Perfect RIA

    Play Episode Listen Later Jun 27, 2022 36:07


    Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions. You can find show notes and more information by clicking here: https://bit.ly/3b5ZCyp

    Passive Wealth Strategies for Busy Professionals
    Built-to-Rent (BTR), ADUs, and Opportunity Zone Investing with Aaron Norris

    Passive Wealth Strategies for Busy Professionals

    Play Episode Listen Later Jun 27, 2022 33:32


    Aaron Norris is the VP of The Norris Group(TNG) which provides hard money to real estate investors in Florida and California. TNG also builds-to-rent (B2R) SFRs in Florida and trains real estate investors about the importance that timing plays in investment strategy. He currently co-hosts the Norris Group Real Estate Radio Show and was co-host and producer of the Data Driven Real Estate Podcast for Property Radar. He's been an award-winning podcast since 2007. He advises and cautions to new entrants into the market and notes that prices are going up much faster than wages, putting people at a disadvantage. He discusses how he views that current state of the real estate market, how he invests in real estate, and his approach to servicing clients. He mentions that it is okay to be you and to bring your personality to your business.   [00:01 - 14:51] Opening Segment  Aaron teaches people how to invest passively in commercial real estate, specifically apartment buildings and self-storage syndications He is also involved in hard money lending, helping clients get into the California market He poses a direct advice Pick the neighborhoods that you want to be in Pull a list of free and clear properties Those opportunities have since decreased in quality and niceness The key to success for those looking to invest in real estate is diversification into different stated with better economic conditions Florida is one of the most popular states for investment, but there are risks involved Wages are increasing rapidly in Florida, making it difficult for contractors and laborers to make a living   [14:52 - 15:30] Aaron states that the California price crash made it difficult to make deals because of increased regulations and increased costs There are opportunities for multifamily housing, accessory dwelling units, and converting garages into accessory dwelling units Aaron discusses how real estate investors are always looking for opportunity and confident that there is always opportunity available The opportunity to add units to affordable housing in California, and this can be done by leveraging existing infrastructure There is a lot of pressure on local governments in California to create affordable housing, but there is still hope that they can succeed Opportunity zones provide tax breaks for businesses and investors who are located within them, and they have a 10-year timeline   [15:31 - 34:32] Closing Segment  Quick break for our sponsors The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at www.escapingwallstreet.com What is the best investment you've ever made other than your education? Aaron says that his best investment was converting to a ROTH ang buying his first piece of real estate in a self-directed IRA. What is the worst investment you've ever made? He says that the worst investment that he's ever made was a rental debt was a learning house that has a tenant in it, and the tenant was a hoarder. Then there was a flood that happened where he lost a total of #20,000 worth of trees. What is the most important lesson that you've learned in business and investing? Aaron discusses what is important to him is, it's okay to be you. He shares that, one of the concepts he teaches is a Property Radar which is the, “The chocolate versus the peanut butter where the chocolate being who you are, who you bring to the table and peanut butter being the data. When those two things come together is when Resses is made.” Connect with Aaron Norris through Twitter, LinkedIn, and visit his website http://www.thenorrisgroup.com/ See my nerdiness on Forbes.com, BiggerPockets.com, and Think Realty Magazine!   Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. Join our Passive Investor Club for access to passive commercial real estate investment opportunities. LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes                  Tweetable Quotes: “When you teach people how to educate, the goal is to get them to the point where they're successful enough to where they need hard money.” – Aaron Norris “You have to understand the dynamics going on in these areas and floor, big state. I mean, depending on where you decide to invest, there's a lot of nuances. You really have to understand environmental. You really have to understand flood zones and what that might look like.” - Aaron Norris “If you're a homeowner and you're looking to live in the space, you can even convert the garage to a junior accessory dwelling unit, which is attached to the house and have three different units, you just have to live in one. It's a game changer.” - Aaron Norris

    Secure Your Retirement
    Wine Down – How to Plan for Inflation in Retirement

    Secure Your Retirement

    Play Episode Listen Later Jun 27, 2022 25:02


    How does inflation affect your retirement? We're currently experiencing high inflation due to a number of reasons and it's only wise to know how to plan for it in retirement. In this episode of the Secure Your Retirement podcast, we talk about the current inflation rate, its causes, and how to protect yourself in retirement over a glass of Chardonnay la crema wine. We explain why the current inflation is short-term, why you should consider having an active retirement approach, and a Roth conversion. Listen in to learn how to have a worry-free retirement plan by ensuring you have the cash, growth, and income buckets. In this episode, find out: The low supply chain issues causing the current high inflation rate. Why you don't need to be alarmed by the current high inflation because it's short-term. How to protect yourself against inflation by having an active investment approach. The two scenarios that exist for you if your retirement plan is tight during inflation. Understanding past inflation data and why we believe it's going to come back to normal. The different ways you can prepare your spending plan as a retiree during inflation. How to have a worry-free retirement plan by ensuring you have the cash, growth, and income buckets. Why you should consider a Roth conversion to have a tax-free vehicle to tap into in retirement. Talk to an advisor to understand the tax implication of a Roth conversion before going for one. Tweetable Quotes: “Having an active approach can get you out of harm's way in certain scenarios…rather than just having a buy and hold mentality.”- Murs Tariq “If you want to have a peace of mind retirement or a worry-free retirement plan, make sure that you have the cash, growth, and income buckets.”- Radon Stancil  Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit https://pomwealth.net/3-keys-to-secure-your-retirementlp/ (POMWealth.net/podcast.)

    Financially Fit Radio
    Adjusting to Retirement

    Financially Fit Radio

    Play Episode Listen Later Jun 26, 2022


    Going from your working years into retirement requires a lot of change and isn't always easy. In this episode we discuss ways to deal with adjusting to retirement, from a lifestyle and financial standpoint.