Podcasts about Smart Moves

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Best podcasts about Smart Moves

Latest podcast episodes about Smart Moves

The NAA Apartmentcast
The NAA Apartmentcast - Affordable Housing: Small Owners, Big Impact

The NAA Apartmentcast

Play Episode Listen Later Dec 5, 2025 51:23


There are more than 40 million apartments in the United States, of which half are owned and operated by small portfolios, otherwise known as independent rental owners (IRO). On this episode of the NAA Apartmentcast, we're joined by Demetrio Jiminez, President and Owner of Tropicana Properties in El Paso, Texas, and 2026 Chair of the NAA Affordable Housing Committee; and Megan Orser, CEO and Business Strategist for Smart Apartment Solutions and Smart Moves in Howell, Michigan, as well as the 2024 Chair of NAA's Independent Rental Owners Committee, to dive deep into the real stories behind the rental housing market and discussing something that affects millions of Americans: Affordable housing. But we're not just talking policy or theory. We're talking to the people who are in the trenches: IROs, rental owners, small-scale investors and property managers who are shaping the future of housing, one unit at a time. Is affordability a moral obligation, a market failure, or a business opportunity? Listen to find out.For more information and resources for IROs, including the NAA Click & Lease small owner package, visit https://naahq.org/Please note that as is the case for all NAA Apartmentcast episodes, nothing contained within this podcast should be treated as legal advice. The information presented is for educational purposes only. 

Cortburg Speaks Retirement
Year-End Financial Checklist: 5 Smart Moves to Make Now

Cortburg Speaks Retirement

Play Episode Listen Later Dec 3, 2025 2:26 Transcription Available


 Before the year wraps up, take advantage of financial strategies that can save money and set you up for success. In this episode, Miguel Gonzalez, CRC, shares 5 important moves to make before December 31st. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients. #Cortburg #yearendchecklist #financialplanning #retirementplanning #smartmoney #FSAtips #taxplanning #budgetreview #financialcheckup #401kcontributions #holidaymoney #wealthbuilding #financialgoals #endofyearmoves #retirementstrategy #moneymoves #CortburgSpeaksRetirement #MiguelXGonzalez #financechecklist #financialhealth Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

TopSoil
Year-End Tax Planning for Farmers: R&D Credits, 45Z, and Smart Moves for 2025 l TopSoil Webinar

TopSoil

Play Episode Listen Later Dec 1, 2025 60:00


In this TopSoil Webinar, Continuum Ag CEO Mitchell Hora and farm tax expert Paul Neiffer, CPA, sat down for a practical conversation on preparing for year-end tax season. They discussed how R&D Tax Credits and the upcoming 45Z Clean Fuel Production Credit could put more dollars back in farmers' pockets for the practices they're already doing. Paul also broke down the latest tax updates and shared strategies to help farmers make informed financial decisions before the year wraps up.Make sure to check it out!And, if you want to learn more about R&D Tax Credits, visit https://continuum.ag/calculator/

Money Mentors
The Season of Giving: Smart Moves to Maximize Your Tax Savings

Money Mentors

Play Episode Listen Later Nov 27, 2025 49:01


As we enter a season of giving, there are also year-end strategies you can use to make the most out of your charitable contributions - or even health expenses. Laurel Steward and Gary Mattson of Mattson Financial Services discuss those steps on this week's episode.And instead of standing in line for hours for Black Friday deals, we have some other moves that could bring you even more savings! Don't forget to add a visit to Mattson Financial to your year-end to-do list. Connect now at www.MattsonFinancial.com. 

Success in the New Retirement
Smart Moves for Year-End: Your Guide to Financial Success

Success in the New Retirement

Play Episode Listen Later Nov 18, 2025 15:37


Is your retirement plan ready for the twists and turns of today’s economy? This episode explores how shifting tax laws, market volatility, and required minimum distributions impact your financial future. Damon Roberts shares real-life stories, practical strategies for tax efficiency, and tips for making smart moves before year-end. Whether you’re decades from retirement or already drawing income, discover actionable insights to help you navigate the new landscape. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Your Money With Michelle Martin
Money and Me: Bubble Signs or Smart Moves?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Nov 13, 2025 23:21


SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year? As rare-earth stocks roar and governments scramble for critical minerals, we ask whether a new multi-decade commodities supercycle is forming - or whether geopolitics is simply inflating another hype cycle. Michael Burry is also sounding alarms, accusing hyperscalers like Amazon, Alphabet, and Microsoft of chasing an AI dream without a proven business model. We unpack SoftBank’s Nvidia exit, the mineral race, and the AI-infrastructure boom versus bubble debate. What’s real, what’s noise, and what’s actually investable right now? All this and more - hosted by Michelle Martin with insights from Arun Pai of Monk’s Hill VenturesSee omnystudio.com/listener for privacy information.

The Art of Money with Art McPherson
Cutting Through the Noise: Smart Moves for Year-End Income

The Art of Money with Art McPherson

Play Episode Listen Later Nov 11, 2025 30:59


What if a single tax law could change your entire retirement strategy before the year ends? This episode unpacks the “big, beautiful bill” and its surprising impact on deductions, Roth conversions, and income planning. Art McPherson breaks down last-minute tax moves, the realities of today’s economy, and how to cut through the noise to make smart financial decisions. Plus, hear insights from Kenny Chesney on authenticity and balance, and discover why now is the time to review your plan before the window closes. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

ApartmentHacker Podcast
2,104 - 3 Smart Moves Multifamily Owners Must Make Now for the Next Cycle

ApartmentHacker Podcast

Play Episode Listen Later Nov 10, 2025 4:24


There's one word dominating the multifamily space right now: uncertainty.Deals feel shaky. Underwriting feels like guesswork. And the capital markets? Still unpredictable. So what's the smart move?In this episode of the Multifamily Collective, I outline three critical actions every multifamily owner should take right now to prepare for what's next—not just to survive, but to thrive as we edge toward the next growth cycle.Here's the play:Stack Cash – Hold your fire. Deals that look okay today might look great in 2026–2027.Upgrade Your Talent – Asset management, HR, ops, facilities, marketing… now's the time to recruit A-players.Act with Intention – No more reactionary leadership. Set your priorities, align your team, and lock into daily disciplines that drive performance.The mission is about patience and preparation.The next multifamily boom isn't that far off. But only the operators who get disciplined now will be ready to capture it.If you found this helpful, tap like, hit subscribe, and share this with someone who needs a strategic reset.Let's get focused. Let's get intentional. Let's get ready.

The Nonprofit Mentor
Don't Pitch—Connect: 10 Smart Moves for First Donor Meetings

The Nonprofit Mentor

Play Episode Listen Later Nov 7, 2025 7:56


Your first face-to-face meeting with a donor isn't a sales pitch or interview. And it's definitely not the time to comb through the details for your 30-page strategic plan. It's a discovery conversation—a delightful dance where you listen, learn, and laugh. Apply the following 10 tactics to get your first meeting right and the odds of landing a second meeting (and ultimately a donation) jump to more than 70%. Not bad for the cost of a latte and scone. Listen in and learn . .. 

beyond MD with Dr. Yatin Chadha
Ep #103: Smart Moves For Your Next Mortgage Renewal - with Elan Weintraub

beyond MD with Dr. Yatin Chadha

Play Episode Listen Later Nov 6, 2025 51:11 Transcription Available


Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask:Why is a 30 year amortization often a good idea?Considerations for paying down the mortgage fasterWhy every 4% rate isn't the same (interest can compound too)What do I need to know about adjustable vs variable rate mortgages?What are the range of prepayment options?Are tax strategies real or overhyped?What are the pros and cons of mortgage laddering?If you've got a renewal coming up or want to future-proof your financing, this is a concise masterclass on what actually moves the needle. If this helped you, subscribe, leave a review, and share it with a colleague who's staring at a renewal letter right now.Arya EHR: https://www.aryaehr.com/Elan Weintraub:https://www.linkedin.com/in/elan-weintraub-9683702/https://mortgageoutlet.ca/Yatin:LinkedIn: https://www.linkedin.com/in/yatin-chadha/Radiology Courses for Clinicians:https://beyondradiology.thinkific.com/courses/ct-head-interpretation-coursehttps://beyondradiology.thinkific.com/courses/master-ct-head-interpretation-courseAmerican express referral link (for all Amex cards):https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP

Something More with Chris Boyd  Show Podcasts
Smart Moves Before Year-End: Tax Strategies for Retirees & Investors

Something More with Chris Boyd Show Podcasts

Play Episode Listen Later Nov 3, 2025 36:56


Smart Moves Before Year-End: Tax Strategies for Retirees & Investors In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working with a financial advisor, this episode is packed with actionable insights to help you finish the year strong and prepare for what's ahead, including How to avoid IRS penalties through proper withholding and estimated payments -The hidden tax consequences of mutual fund capital gains -Strategic use of Required Minimum Distributions (RMDs) -The power of Qualified Charitable Distributions (QCDs) -Roth conversions and how they can reduce future tax burdens -Tax-loss harvesting and other overlooked opportunities -Temporary tax benefits under current legislation and why timing matters #YearEndPlanning #TaxStrategies #RMDs #RothConversion #QCD #TaxLossHarvesting #FinancialPlanning #RetirementTaxTips #WealthEnhancement #ChrisBoydPodcast #InvestSmarter #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam https://www.kiplinger.com/taxes/what-you-should-do-before-2026-because-of-obbba-changes For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

The Jaipur Dialogues
Smart Moves by Modi for WB President Rule? | SIR | 7 भारतीय पत्रकार बिक गए | Bihar | Harsh Kumar

The Jaipur Dialogues

Play Episode Listen Later Oct 30, 2025 45:20


Smart Moves by Modi for WB President Rule? | SIR | 7 भारतीय पत्रकार बिक गए | Bihar | Harsh Kumar

The Thriving Therapreneur Podcast
Stop Letting Fear Keep You Stuck & Start Making Smart Moves Instead [Ep 69]

The Thriving Therapreneur Podcast

Play Episode Listen Later Oct 29, 2025 15:13


Is fear quietly keeping you stuck while you believe you're playing it safe? In today's episode, I get real about the fears that hold therapists back from growing beyond back-to-back sessions and building the freedom they crave. So many of us think we're making responsible choices by sticking to what we know, but the truth is, fear is keeping you stuck and costing you more than you realize.I open up about my own journey, how I went from burnout and a capped income to earning six figures a month. You'll hear why the “safe” path of sticking only to therapy is actually the riskiest move, and how shifting your mindset can help you scale quickly.If you're ready to stop letting fear run your business and start saying yes to more income, freedom, and impact, this episode is for you. Join me for some tough love, honest conversation, and the push you need to finally put fear in the backseat and take the wheel of your business.Topics covered on Fear Is Keeping You Stuck:Why the “safe” option of staying in therapy is actually costing you more than you think.What it looks like to work smarter, not harder, as a therapist.How you can start making smart investments that actually move your business forward. Client success stories of therapists who stopped waiting to feel ready and just decided to go ALL IN.How you can collapse timelines and reach your goals faster by changing your strategy. Resources from this episode:Therapreneur: A Therapist's Guide to 3x Your Therapy IncomeTherapist to Coach Accelerator programEnter The Podcast Giveaway for the chance to win one of Carly's digital products: https://thethrivingtherapreneurpodcast.com/reviews This episode is sponsored by Berries — an AI-powered scribe tool designed for mental health pros. It's HIPAA-compliant, private, and makes writing notes so much easier. Just record your sessions (with consent!),and Berries creates accurate, compliant notes for you—so you can stay present with clients and reclaim your time.

So Money with Farnoosh Torabi
Ask Farnoosh: Surviving the Financial Storm — Smart Moves for an Uncertain Economy

So Money with Farnoosh Torabi

Play Episode Listen Later Oct 24, 2025 29:09


This episode is a replay from April 11, 2025.Joining me today for a very special Ask Farnoosh episode is Maggie Johndrow, a seasoned wealth advisor and partner with Johndrow Wealth Management. Maggie brings her signature calm, clear-headed guidance to our turbulent financial times — and let's be honest, we could all use a little Maggie in our wallets right now.In this episode, we tackle some of the most pressing money questions on your mind as headlines swirl with talk of tariffs, market volatility, and a possible recession. Maggie walks us through:•The behavioral traps investors are falling into right now (hello, regret aversion and herd mentality) — and how to avoid them.•Her smart and simple "three-bucket strategy" for managing your investments during uncertain times, especially if you're nearing retirement or need access to cash soon.•How tariffs might hit our wallets — from rising consumer prices to the potential ripple effects on jobs, inflation, and the Fed's next move.•What to prioritize financially if you're worried about a layoff or loss of income, including how to protect your emergency fund, health insurance, and long-term goals like retirement and college savings.•And perhaps most reassuring of all — why making small, consistent investing moves still matters more than trying to time the market perfectly. Hosted on Acast. See acast.com/privacy for more information.

Vast Voice produced by VastSolutionsGroup.com
Turn Smart Moves Into Wealth Wins!

Vast Voice produced by VastSolutionsGroup.com

Play Episode Listen Later Oct 20, 2025 37:23


Alex's story starts humbly and honestly: born in England, moved to the U.S. at nine, and pushed into responsibility early by family hardship. He tried vocational training as a boat mechanic and a string of teenage hustles like lawn care and flipping cars, but a serious knee injury nudged him back toward real estate and working with his dad at tax-deed auctions. Those early, small-score deals—cheap houses and mobile homes on land—became the foundation for his scaling mindset: find overlooked demand, offer a practical solution, and reinvest to grow.From fix-and-flip roots Alex scaled into systems and lead generation. He built an efficient cold-calling operation, turned that into a service during COVID, and even landed an endorsement from Kevin Harrington — showing how operational excellence plus credibility can turbocharge growth. That experience taught him the value of controlling parts of the sales funnel such as data, lead quality, and marketing so outputs are predictable and scalable.Alex's major pivot is into oil & gas, where he's targeting an underserved middle market. He explained a buy-and-bolt strategy: acquire independent producers, centralize management, keep local teams and brand where useful, and use modern tech including AI to rejuvenate mature fields and extract deeper pay zones. He's launching a lending division to fill financing gaps for smaller oil assets and set an aggressive acquisition target with a goal to be the largest buyer of independents by 2030.On mindset and practical advice, Alex emphasizes realistic, demand-driven entrepreneurship over social-media-driven overnight success fantasies. For young people he advises small, actionable risks, finding supply-and-demand edges in less crowded verticals, and building recurring revenue—especially subscription-style AI products for mom-and-pop businesses. Operational simplicity and customer experience matter a lot to Alex: reduce friction in the buying process, make onboarding dead-simple, and stack recurring revenue even modest monthly fees add up fast. He's also a big believer in hiring “A” players—even at higher wage cost—because quality hires produce outsized results. Finally, he couples growth with giving: every oil load sold contributes to drilling clean-water wells, a program he hopes will scale into substantial philanthropy tied to the business.Overall, the conversation weaves together grit, tactical systems, strategic pivots, and long-term thinking: start lean, prove demand, scale with predictable systems and AI where it fits, hire well, and don't confuse short-term status purchases with durable wealth creation.Key Takeaways• Alex turned simple flips into a blueprint for spotting hidden demand and building lasting systems.• Mastering your data, leads, and marketing means predictable growth—every time.• From real estate to oil & gas, Alex proves that efficiency, tech, and AI can power any industry.• Modern AI tools uncover profit zones others miss and simplify even the toughest operations.• The best talent costs more—but multiplies your success tenfold.• Recurring revenue beats one-time wins, whether you're in real estate or energy.• Every oil load funds clean-water wells—because true wealth lifts others, too.Sound Bites• I'm excited to be here.• I was born in England.• You need to make more.Listen & Subscribe for More:

The Mind4Survival Podcast
Fall Weather Prepping: Smart Moves to Make Now

The Mind4Survival Podcast

Play Episode Listen Later Oct 10, 2025 23:12


Fall storms bring power outages, cold, and chaos. Here's how to prep now—before it gets harder and colder. The post Fall Weather Prepping: Smart Moves to Make Now appeared first on Mind4Survival.

Your Money & Your Life Podcast
4th Quarter Countdown: Smart Moves for Retirees in 2025

Your Money & Your Life Podcast

Play Episode Listen Later Oct 9, 2025 28:11


The final months of the year are more than just football and holiday prep; they're the most important time for financial strategy. As 2025 winds down, Don shares his year-end checklist for retirees and pre-retirees, covering the key moves that can save you money and set you up for success in 2026. From new tax law opportunities to shifting Medicare rules, this is the season to review, adjust, and make every dollar count. Here's some of what we discuss in this episode:

Money On Tap
Smart Moves in an Expensive Market

Money On Tap

Play Episode Listen Later Oct 4, 2025 56:01


Finding Financial Freedom with The Frugal Physician
Ep111: Medical Student Debt after OBBB: RAP Rules, PSLF Updates, and Refi Strategy

Finding Financial Freedom with The Frugal Physician

Play Episode Listen Later Oct 3, 2025 37:38


Big changes are here for student loans—and if you're a doctor, student, or high-debt professional, this episode could save you thousands. Dr. Disha Spath sits down with Aaron Smith, co-founder of Savi and longtime student loan policy advocate, to break down the One Big Beautiful Bill Act and what it really means for your financial future. Aaron has worked with the Department of Education, Congress, and the White House—and he's carried student debt himself. Together, he and Dr. Disha unravel the brand-new Repayment Assistance Plan (RAP), the elimination of Grad PLUS loans, and how these reforms reshape repayment strategies, PSLF, and refinancing decisions. Key Topics Covered: 1. The Big Beautiful Bill, Simplified What's changing in federal student loan repayment. Which repayment plans are gone, and the details behind RAP. 2. RAP vs. Current Plans Why RAP bases payments on gross income. Why locking into an income-driven repayment plan before 2026 could be a smart move. 3. PSLF Stays Strong  The good news: PSLF wasn't touched by the new law. How to avoid errors with employer certification and payment tracking. 4. Goodbye Grad PLUS Loans How cutting Grad PLUS reshapes graduate and medical school financing. What rising reliance on private loans means for lower-income students. 5. Smart Moves for Current Borrowers How to maximize forgiveness and avoid costly mistakes. Critical timelines for choosing your repayment plan. 6. Should You Refinance? When private refinancing could save you money—and when it locks you out of forgiveness forever. What falling interest rates might mean for borrowers in 2025–2026. 7. Employer Support & Advocacy How hospitals, universities, and employers are stepping up with student loan benefits. Why employer advocacy is helping expand PSLF eligibility. Listener Takeaways: Act before July 2026: Enroll in an income-driven plan now to keep your options open. PSLF is safe—but annual employer certification is key to avoiding lost credits. Future grad students beware: With Grad PLUS gone, private loans will change the game. Refinancing is final: weigh lower interest rates against losing federal protections. Stay plugged in—loan policy is shifting fast, and being proactive could save you years of payments. Resources Mentioned: Black Swan Real Estate Savi Student Loan Platform Secure Freedom Fund U.S. Department of Education PSLF Help Tool Connect with Us: Host: Dr. Disha Spath, The Frugal Physician Guest: Aaron Smith, Co-Founder of Savi   This episode is brought to you by Black Swan Real Estate, led by physician-investor Dr. Elaine Stageberg.  Dr. Stageberg, a Mayo Clinic–trained physician, together with her husband Nick, has spent years building Black Swan Real Estate into a diversified, large-scale portfolio now approaching half a billion dollars across 2,000 doors.  Now, through their Secure Freedom Fund, a 10% fixed rate of return offering, you can invest alongside them. The Secure Freedom Fund offers institutional-quality real estate opportunities—designed to deliver strong cash flow, long-term growth, and remarkable tax advantages.  This fund is uniquely structured so that each investor can tailor it to their own individual goals: a minimum investment of just $25,000, the ability to choose monthly cashflow distributions or to elect the compounding option for higher overall growth, the option to exit the fund on your timing, the flexibility to invest in your personal name, a trust, an LLC, or a retirement account, and so much more.  If you're an accredited investor who's ready to diversify beyond Wall Street and invest with experienced, trust worthy operators who've been exactly where you are, visit SecureFreedomFund.com today to learn more. From there, you can review the slides, watch the webinar, and even a book a call directly 1:1 with Dr. Elaine Stageberg.  That's SecureFreedomFund.com.

WealthTalk
How the 2026 Tax Changes Will Impact Your Business and Property Wealth

WealthTalk

Play Episode Listen Later Sep 24, 2025 49:44


In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inheritance tax, highlights the practical steps you should be taking now, and delves into strategies like family investment companies, trusts, and smart incorporation. The discussion also covers the impact of Section 24 on landlords, practical tax-saving tips for business owners, and succession planning tools for those looking to future-proof their wealth. Whether you're scaling a business, building a property portfolio, or planning your exit, this episode is packed with actionable insights to help you stay ahead of the curve.Key TakeawaysMajor Change to Business Property Relief (BPR) in 2026From April 6, 2026, BPR will only exempt £1 million of value per trading company/group from inheritance tax (IHT); any value above will be taxed at 20%.Urgent need for business owners to review structures and plan ahead.Who Is Affected?Owners of trading companies/groups with assets above £1 million.Property investment companies already subject to IHT—this rule change doesn't benefit or worsen their position.Mitigation & Planning StrategiesFamily investment companies (FICs)Growth and freezer sharesDiscretionary trustsGifting, sale acceleration, and succession planningCase-by-case: bespoke advice is essentialSection 24 & Incorporation for Property InvestorsSection 24 restricts mortgage interest relief for personally held property; incorporation can offer tax savings but must be weighed against capital gains and stamp duty costs.Comparative calculations are vital before transferring property into a company.Inheritance Tax Allowances Explained£325,000 nil-rate band per person, plus £175,000 residence nil-rate band (if passing main home to direct descendants).Married couples can combine for up to £1 million, but the rules are technical and not inflation-linked.Family Investment Companies (FICs)FICs provide flexibility in dividend planning, control, and succession.Can be set up new or by converting existing companies; often used in combination with trusts for asset protection.Smart Moves for Business OwnersAlphabet shares for flexible dividend planning.Utilise directors' loan accounts, charge rent for company premises owned personally, and salary sacrifice schemes.SSAS pensions remain a powerful, underused tool.Planning for Exit or SaleEarly, proactive planning is essential—some reliefs require shares to be held for 24+ months.Options: third-party sale, management buyout, employee ownership trust (EOT), company purchase of own shares, or new holding company.EOTs: allow sale for 0% CGT if structured correctly, but success depends on a strong management team post-sale.Omar's Experience & PodcastOver a decade in finance, founder of ASWATAX (Leicester & London).Hosts “Talking Tax Podcast,” covering EOTs, IHT, R&D, and more.Contact DetailsWebsite: www.aswatax.co.ukEmail: omar@aswatax.co.uk or taxadvisory@aswatax.co.ukPractical TipsDon't delay—review your business and property structures now ahead of April 2026.Always seek bespoke, specialist advice before making structural tax decisions.Consider both current and future family/succession needs in your planning.Use comparative calculations to assess incorporation or restructuring benefits.Mention WealthBuilders if contacting Omar for tailored support.Resources MentionedJoin the Inheritance Tax Guide WaitlistWT103 - Employee Ownership Trusts w/ Chris BuddWT295 - The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris SpratlingConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Goldstein on Gelt
Aliya and Retirement: Smart Moves for Your U.S. Accounts

Goldstein on Gelt

Play Episode Listen Later Sep 17, 2025 13:06


Managing U.S. accounts from Israel doesn't have to feel like a juggling act. Between time zones, tax forms, and account restrictions, the move can get overwhelming fast—but the good news is, with the right setup, you can turn financial chaos into clarity. Discover how to streamline your retirement accounts, avoid costly surprises, and create a system that actually works for life in Israel. Think of it as unpacking your financial “suitcase” and finally putting everything in the right place. With a little planning, your U.S. brokerage and IRA accounts can stay just as organized—and effective—as your new life abroad. Key takeaways: Simplify your U.S. accounts so you can manage them stress-free from Israel Tackle time zone hurdles, compliance issues, and cross-border taxes before they trip you up Keep retirement goals on track with regular reviews and a coordinated plan If you're ready to get your cross-border finances in order, sign up for a free Cross-Border Financial Evaluation at profile-financial.com/call.

Retire Texas Style!
From RMDs to College Funds: Smart Moves for Your Legacy

Retire Texas Style!

Play Episode Listen Later Sep 9, 2025 17:44


What does Warren Buffett’s $344 billion cash stash mean for your retirement strategy? On this episode of Retire Texas Style Podcast, Steve Hoyl & Derrek Caldwell of Hoyl Financial Group unpack the risks of market exposure, the power of fixed index annuities, and how to turn required minimum distributions (RMDs) into legacy-building tools. From real client stories to tax-saving strategies, they explore how retirees can diversify smartly, support family goals, and avoid costly mistakes. Whether you're planning for college funds or navigating Social Security, this episode offers grounded insights for securing your financial future. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Disruption / Interruption
Disrupting AdTech Waste: How to Stop Burning Budget and Start Making Smart Moves, with Bill Lederer

Disruption / Interruption

Play Episode Listen Later Aug 21, 2025 33:18


In this episode of Disruption/Interruption, host KJ sits down with Bill Lederer, Founder and CEO of MADTECH.AI, to discuss how marketing analytics is being transformed by automation, AI, and decision intelligence. Bill shares his journey as a serial entrepreneur, the challenges of messy marketing data, and how his innovations are helping brands make smarter, faster decisions. Key Takeaways: [2:12] - Most marketing data is disconnected, siloed, and often unusable, making good decision-making difficult. [6:57] - AI and automation are reducing the need for large teams in marketing analytics, allowing companies to do more with less. [11:32] - Automating data pipelines and transformations can lead to significant cost savings and efficiency gains. [13:04] - MADTECH.AI acts as a multi-tool for marketers, integrating data unification, visualization, and predictive analytics. [19:02] - Bill advises listeners to be skeptical of hype, test new technologies carefully, and focus on early ROI. Quote of the Show [23:42]:"The time compression in order to be able to do anything—to learn, to fix, to improve—it's a qualitative difference. The speed with which everything is able to be done now... it's dramatic. If you’re not leveraging this, you’re already behind." – Bill Lederer 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 Bill Lederer: LinkedIn: https://www.linkedin.com/in/billederer/ Company Websites: MadTech.AI 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 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Dollars & Sense with Joel Garris, CFP
College Costs & Investment Fears: Smart Moves for Your Future

Dollars & Sense with Joel Garris, CFP

Play Episode Listen Later Aug 18, 2025 39:59


On this episode of Dollar & Sense, hosts Joel and Chet dive into two hot topics that are reshaping financial futures: the rising cost of college and the common fear of investing. Whether you're sending kids back to school or gearing up for your own academic journey, you'll get eye-opening insights into how families are really paying for higher education—and smart alternatives that can save you from years of debt. But that's not all! If you (or someone you know) are hesitant to put money into the stock market, this episode breaks down why waiting for the “right time” to invest is often the wrong move. With real-world examples, fresh data, and engaging banter, Joel and Chet reveal how starting early and sticking to a plan can make a huge difference—whether you're saving for college or retirement. Don't miss practical tips on tax-advantaged savings accounts, the truth behind inflation and interest rates, and a behind-the-scenes look at how Dollar & Sense became one of Feedspot's top financial podcasts. Tune in and get inspired to take action for your financial future! 

This Week in Kirkland
3 Smart Moves for Kirkland's Small Business Owners - August 7, 2025

This Week in Kirkland

Play Episode Listen Later Aug 7, 2025 20:22


Send us a textChristian Lash, Special Projects Coordinator, shares about Co‑Working Day and what support is available for your business ideas. Plus, latest beach closure info. A look at recent KPD headlines and how officers are working to keep our community safe. Last chance to apply for event grant funding. Celebrate National Farmers Market Week. Stay up to date with City Council. Donate blood, help save a life, and win big. Celebration of past events, upcoming events, and more! Show note links: https://www.kirklandwa.gov/podcast#20250807

Property Apprentice Podcast
What to Do While Waiting for Property Equity to Grow | 5 Smart Moves NZ Investors Must Know

Property Apprentice Podcast

Play Episode Listen Later Aug 7, 2025 7:43 Transcription Available


Send Us A Message! Let us know what you think.Are you feeling stuck while waiting for your property equity to grow? You're not alone—but the good news is, this can actually be one of the most powerful times in your investing journey. In this bonus episode, Debbie Roberts—Financial Adviser and Co-Founder of Property Apprentice—shares five smart and practical strategies you can use right now to set yourself up for success while you're in the holding phase. Whether you're waiting for equity, a market upswing, or just your next move, this episode is packed with actionable advice tailored to New Zealand property investors. ✅ What you'll learn in this episode: How to understand and leverage the NZ property cycleWays to improve your borrowing capacityTips to refine your strategy for long-term successWhy building the right support team mattersThe #1 thing successful investors do during slow periods

Honest Money
Retirement Funds Unpacked: Myths, Benefits & Smart Moves

Honest Money

Play Episode Listen Later Aug 2, 2025 33:08


In this episode, Warren Ingram and Pieter de Villiers discuss the importance of understanding various investment vehicles, particularly retirement funds. They emphasize the significance of tax efficiency, the different types of retirement funds available, and the necessity of planning for the future. The conversation highlights the benefits of retirement funds, including tax-free growth and protection from creditors, while also addressing common misconceptions and the importance of making informed decisions regarding investments.TakeawaysRetirement funds are essential for financial freedom.Not all retirement funds are bad; some offer great benefits.Tax efficiency is crucial in long-term investing.Start planning for your estate early to avoid complications later.Retirement funds provide tax-free growth on investments.Cashing out retirement funds early can harm your future finances.Investing in retirement funds can protect your assets from creditors.Understanding the fees associated with retirement funds is important.You can transfer retirement funds without incurring tax penalties.Planning and understanding the rules of retirement funds is key to successful investing.Learn more about Prescient Investment Management here.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

The Underground Lounge
From Smart Moves to Smart Guy W/ Jason Weaver | The Underground Lounge S2 E.38

The Underground Lounge

Play Episode Listen Later Jul 30, 2025 56:39


The Underground Lounge took the show on the road and touched down in Atlanta for a legendary sit-down with none other than Jason Weaver, and this one is filled with gems, laughter, real-life lessons, and cultural insight you won't get anywhere else.Live from ATL, Jason walks Lou Will and Spank through his iconic journey, from child star to industry veteran, and opens up in a way few artists ever do. He talks about getting his start in Chicago, navigating early fame, and the moment his mother made a contract decision that would set him up for life. From Smart Guy and Drumline to ATL and beyond, Jason breaks down how he's remained relevant and respected for decades while moving with purpose, not ego.The convo dives into everything, his biggest financial mistake, how fame can become a trap if you're not careful, and why loving the craft has to come before chasing the check. He offers honest advice to young Black performers about staying grounded and protecting your peace in an industry that often rewards the opposite.Jason also gives rare behind-the-scenes insight on working with legends like Whoopi Goldberg, Oprah and Michael Jackson, his early music career with Motown, and the truth about what's happening (or not happening) with ATL 2. He gets real about the business side of entertainment, the power of ownership, and why artists today need to start thinking like bosses, not just performers.From heartfelt moments to hilarious stories to bar-for-bar wisdom, this ATL edition of the Underground Lounge is a masterclass in longevity, legacy, and staying 10 toes down.

CHUGH - Attorneys & CPAs Podcast
Smart Moves to Avoid Litigation

CHUGH - Attorneys & CPAs Podcast

Play Episode Listen Later Jul 30, 2025 27:10


In our recent session on Smart Moves to Avoid Litigation offered valuable strategies for staying ahead of legal challenges. Attorney Maureen A. and Client Services Manager Arianna Gonzalez, MBA, shared practical tips to help individuals and businesses protect themselves through strong contracts, clear communication, and proactive planning.Listen in to know more!

Financial Commute
Smart Moves to Prepare for a Recession

Financial Commute

Play Episode Listen Later Jul 15, 2025 15:42


In this episode of THE FINANCIAL COMMUTE, wealth advisors Sophie Leahy and Chris Galeski dive into one of the most common client questions:“What should I do if we go into a recession?”While no one can predict the next downturn, they walk through three key steps you can take to feel more confident, no matter what the economy throws your way.Tune in if you're interested in…• Knowing how a recession might impact you based on your life stage• Learning the “three-bucket” approach to financial security• Building a resilient investment strategy that prioritizes income• Stress-testing your retirement plan for unexpected events• Feeling more emotionally prepared for uncertainty

The Dan Bradbury Podcast
291: He Made Smart Moves… and Got His Dream Exit

The Dan Bradbury Podcast

Play Episode Listen Later Jul 7, 2025 40:46


Most entrepreneurs say they want to exit someday.But when that day finally comes, very few walk away with what they hoped for.Alastair Broom did!He bootstrapped a business out of his own garage, scaled it over 15 years, and sold it for 5x profit with 95% of the cash paid upfront.And he didn't start until he was 58 years old.In this episode, you'll hear:How he turned a messy garage into a premium brandThe delegation strategy that freed him up and scaled salesHow COVID increased his margins and helped him growHow he managed to double his profit marginsThe emotional rollercoaster of letting go (and how he handled it)

Cloud Accounting Podcast
Tariffs, Iran, PE, CPA Pipeline, PCAOB, SEC, GENIUS Act

Cloud Accounting Podcast

Play Episode Listen Later Jun 25, 2025 82:34


What happens when 19 states simultaneously abandon the 150-hour CPA requirement while tariffs create unprecedented uncertainty for CFOs? Blake and CFO.com reporter Adam Zaki explore the rapid transformation of CPA licensure—from New York's recent changes to the coordinated state-by-state rollout that followed Barry Melancon's AICPA retirement. You'll discover how political and economic volatility is driving demand for accounting services, why the PCAOB may disappear in the Senate's tax bill, and how AI is reshaping audit teams while raising questions about the future value of CPAs. Plus, insights on navigating everything from reciprocal tariffs to the SEC's new chief accountant.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(01:38) - Tariffs and Their Impact on CFOs (03:19) - Supreme Court and Tariff Legalities (05:47) - Economic Impact of Tariffs and Inflation (08:09) - Geopolitical Conflicts and Economic Uncertainty (11:17) - Federal Reserve and Economic Policies (18:51) - CPA Pipeline and 150 Hour Rule Changes (33:08) - Chief Accountant at the SEC (40:11) - Smart Moves by Congress: Nonprofit Pay Scales (40:44) - The Impact of Budget Cuts on PCAOB (41:34) - Challenges in Government Oversight (42:02) - Senate's Big Bill: Key Changes and Controversies (46:25) - Tax Implications and Political Dynamics (52:42) - Business Deductions and Higher Education (55:40) - AI in Accounting: Transforming the Big Four (57:37) - The Future of Accounting Education (01:02:10) - AI's Role in Auditing and the Future Workforce (01:05:19) - The Impact of Automation on Jobs and Society (01:15:48) - Concluding Thoughts and Future Outlook  Show NotesSupreme Court Challenge to Trump Tariffs by Toy Companies https://www.reuters.com/legal/supreme-court-trump-tariffs-toy-companies-challengeConsumer Price Index Impact of Current Tariffs https://www.bls.gov/news.release/cpi.nr0.htmNew York State CPA Licensure Reform Legislation https://www.nysscpa.org/news/publications/the-trusted-professional/article/new-york-cpa-licensure-reform-passes-legislaturePennsylvania CPA Pathway Bill Senate Approval https://www.picpa.org/articles/advocacy/cpa-pathway-legislation-senate-approvalMaine CPA Exam Requirements Change https://www.maine.gov/pfr/professionallicensing/professions/accountants/cpa-exam-requirementsCFO.com State-by-State CPA Licensure Tracker https://www.cfo.com/news/cpa-licensure-changes-state-tracker-2025Kurt Hoel Appointed SEC Chief Accountant https://www.sec.gov/news/press-release/2025-89AICPA Barry Melancon Retirement Impact Analysis https://www.journalofaccountancy.com/news/2025/01/melancon-retirement-cpa-pipeline-changesSenate Modifications to Big Beautiful Bill https://www.congress.gov/bill/119th-congress/house-bill/1/actionsAvalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-reportPCAOB Elimination Implications Analysis https://www.pcaobus.org/oversight/inspections/implications-elimination-analysisKPMG Clara AI Audit Platform Interview https://www.cfo.com/news/kpmg-thomas-mackenzie-clara-ai-audit-interviewPwC USA Tax Leader Agentic AI Implementation https://www.cfo.com/news/pwc-tax-agentic-ai-implementation-2025Bill.com Small Business Paperless Survey 2030 https://www.bill.com/resources/small-business-paperless-2030-surveyUniversal Technical Institute CFO Interview https://www.cfo.com/news/uti-cfo-future-higher-education-interviewNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comLearn more about Adam Zaki: Website: https://www.cfo.com/editors/azaki/LinkedIn: https://www.linkedin.com/in/adamzakinycGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://clo...

UAB Green and Told
Sweet Home, Smart Moves - Greg Canfield '83

UAB Green and Told

Play Episode Listen Later Jun 16, 2025 25:01


Greg CanfieldBS, Collat School of Business, 1983Managing Director of Economic Development, Burr & FormanMore InformationBurr & Forman - bioBurr & Forman - Greg Canfield to be Awarded Prestigious Order of the Rising SunMade In Alabama - Sec. Canfield to join Birmingham law firm after Commerce departureManufacture Alabama - Manufacture Alabama recognizes Secretary Greg Canfield with 'Friend of the Industry Award'Alabama Germany Partnership - German state celebrate ties to Commerce with partnership awardThe Office of Alabama Governor - Greg Canfield (announcement)AL.com - 'Alabama...has always punched above its weight class': Former commerce secretary looks at Alabama's 2025 economy

Allworth Financial's Money Matters
Gold Hype, Insurance Myths & Tax-Smart Moves for Retirement

Allworth Financial's Money Matters

Play Episode Listen Later Jun 7, 2025 48:32


On this week's Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco's in on it). They break down what gold can and can't do for your portfolio. Then it's life insurance: if you've got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria Bogner, Allworth's Head of Wealth Planning, shares how one client used a covered call strategy to generate $90,000 a year—without selling a single share of stock. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Business of Design ™ | Interior Designers, Decorators, Stagers, Stylists, Architects & Landscapers
EP 431 | 5 Smart Moves when Business is Slow with Kimberley Seldon

Business of Design ™ | Interior Designers, Decorators, Stagers, Stylists, Architects & Landscapers

Play Episode Listen Later Jun 3, 2025 21:41


Slow season got you feeling... stuck? You're not alone. In this episode, our Advocate-in-Chief  shares 5 smart moves every interior designer can make when work slows down. From reconnecting with past clients to finally creating that operations manual, these are actionable, empowering steps to help you emerge from any lull stronger, sharper, and ready for whatever's next. Whether you're in a rut or just need a reset, this is the pep talk you didn't know you needed. In this episode we learn: - why former clients are your most valuable leads—and how to reconnect without being salesy - what goes into a killer operations manual and how it can change your business - systems you finally have time to implement that will pay off all year long - how to use slow seasons to sharpen your skills and expand your value - yes, it's ok to raise your rates even when business feels slow - how mindset shifts during slow periods can lead to powerful breakthroughs Business of Design® is your blueprint for running streamline projects and building a highly profitable interior design business. Get your business blueprint at https://businessofdesign.com/membership

Modern Divorce - The Do-Over For A Better You
Divorce, Big Money & Smart Moves: Financial Planning for High-Asset Splits

Modern Divorce - The Do-Over For A Better You

Play Episode Listen Later May 29, 2025 34:00


Send us a textWelcome to another episode of The Modern Arizona Podcast with your host, attorney Billie Tarascio! In this episode, Billie is joined by financial planner,  strategist, and RIA owner Michael Tarascio (yes — her brother!) to break down what recently divorced or soon-to-be-divorced individuals really need to know when large assets are on the line.If you're walking away from your divorce with $500K–$2M+ in retirement, real estate, or other community property, this conversation is for you.This episode is especially geared toward those who have been married for 25–30 years, are now facing divorce, and are suddenly navigating a drastically different financial reality. You may have lived a life of middle-class comfort, supported your kids through private school and club sports, and now you're being told to take out a parent loan for college—right when you're trying to figure out how to afford your own future. You're not alone, and it's time to rethink the entire game.We talk about:

Growing Your Wealth with Brian Evans
KIRO Personal Finance Update - Smart Moves For Grads and Parents

Growing Your Wealth with Brian Evans

Play Episode Listen Later May 22, 2025 4:32


In this episode Brian and Charlie discuss smart move for grads and parents

Campaign Chemistry
AI, sports, retail media and the smart moves shaping this year's upfronts, sponsored by Advantage Marketing Partners

Campaign Chemistry

Play Episode Listen Later May 22, 2025 28:42


Campaign editor Luz Corona sits down with Doug Grumet, EVP of media, intelligence and innovation at Advantage Marketing Partners, to decode the shifting dynamics of this year's upfronts. From AI's growing role in targeting to the rise of retail media, live event bets and how social-first brands are rethinking spend, Grumet shares a strategic view on where media dollars are heading — and why flexibility is the smartest buy in today's evolving landscape. campaignlive.com What we know about advertising, you should know about advertising. Start your 1-month FREE trial to Campaign US.

The Chemical Show
Mid-Year Reset: Smart Moves For Leaders In Uncertain Times - Ep. 216

The Chemical Show

Play Episode Listen Later May 20, 2025 24:37 Transcription Available


Uncertainty is the new normal for the chemical industry, but leaders still need to make smart decisions that drive business forward. Victoria Meyer tackles the critical actions leaders should be taking at the midyear point of 2025, offering strategic advice for operating in volatile markets, maintaining resilient supply chains, and effectively communicating through change. With insights from industry leaders, she highlights the importance of scenario planning, mindful diversification, and strategic cash management while emphasizing the value of strong relationships across the business ecosystem. Victoria also spotlights the upcoming The Chemical Summit in Houston, which centers on leadership through industry transformation, and explores the internal and external moves executives are using to keep their teams focused and adaptive.  Learn more about these topics this week: Midyear Reset: Now is the time to pause, reassess, and recalibrate your business strategies for the rest of 2025 Leading Through Uncertainty: Unpack the specific challenges chemical companies are facing this year Smart leadership moves and the five key actions that drive confident decision-making and resilient operations The power of strategic relationships: why reinforcing existing partnerships and building new ones across the supply chain is more important than ever before Seizing opportunity in change: Learn how industry leaders are preparing for the unexpected Killer Quote: “In times of uncertainty, relationships matter. Businesses and people, and it's people that are inside the businesses, need higher levels of trust and confidence in their partners when we're in these periods of uncertainty.” -Victoria Meyer 00:00 "Chemical Summit: Leadership Through Change" 05:35 "Six Leadership Tactics for Uncertain Times" 07:53 Enhancing Internal and External Communication 12:04 Clarifying Goals and Strengthening Relationships 16:40 Refocusing on Diversified Supply Chains 17:52 Strategic Diversification in Markets 21:57 Strategic Investment and Relationship Management 25:07 Midyear Reset for Leaders  Subscribe to The Chemical Show on YouTube ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

Deer IQ
6 Smart Moves for Bigger Fall Bucks (to do NOW!) Series: High IQ Topics; IQ-5

Deer IQ

Play Episode Listen Later May 14, 2025 23:42


In this High IQ Topics podcast I'm looking at 6 things I'm doing right now, to up my odds at taking a good buck in the fall. The reality is that NOW (spring/summer) is when success happens, fall is just execution. And if you wait to prepare these very important things until fall, its too late. In this episode I cover:1. Holes you need to fill, patch, and repair to have a solid foundation to hit the woods (I'll explain) .2. Something you MUST REMOVE at all costs before fall comes.3. How I'm preemptively fixing mistakes, and what.4. One thing I continually think you MUST accumulate and inventory.5. 4 things to PLAN for success and not stagnate.6. A Gear KIT I think you should have prepared ready to go within the next month!And more!MENTIONED IN THE SHOW:• Deer IQ ADVANCED WHITETAIL WORKSHOP SIGNUP HERE : https://deeriq.com/deeriq-whitetail-workshop/ DEER IQ Services:  • The PAID Deer IQ Aptitude TEST & Consultation HERE: https://deeriq.com/full-assessment/  • Get a Land Plan HERE: https://docs.google.com/forms/d/e/1FAIpQLSfEBSw2DrrvyYBr_qzl3OxagG2PJLgL7DotkYxCYltPWr8sUg/viewform • Other Services - coaching or a public land hunting analysis, visit HERE: https://deeriq.com/services/   More from DEER IQ:  Website: https://deeriq.com  Facebook Private Group: https://www.facebook.com/groups/511109237864762  Deer IQ  FREE Journal: https://deeriq.com/journal/  Pressured Public Lands Hunting Guide:  https://deeriq.com/public-land-hunting-guide/  Newsletter Signup: https://deeriq.com/signup/  Patreon - Contribute Financially to Deer IQ: https://www.patreon.com/DeerIQPatreon   Scent Control Regimen: https://deeriq.com/scentcontrol-regimen/  Year Theme: High IQ TopicsSeries: Land & Food StrategiesEpisode # 91Guest: Host Adam LewisIQ ranking - 5 (Intermediate)

Retirement Starts Today Radio
9 Smart Moves to Make During Market Volatility

Retirement Starts Today Radio

Play Episode Listen Later Apr 28, 2025 20:20


How do you stay calm and confident when the markets get messy? In today's Retirement Headlines we go through Cullen Roche's article from Discipline Funds - "Finding Certainty in a Sea of Uncertainty". With tariffs, global uncertainty, and market volatility making headlines again offers nine practical steps to help you stay grounded, focused, and on track with your retirement plan.  The 9 Calming, Confidence-boosting steps the article lays out are: Revisit Your Financial Plan Update Your Estate Plan Consider Tax Loss Harvesting Dollar Cost Average Excess Cash Think in Terms of Time Horizons Stay the Course (If You Can) Talk About It Focus on What You Can Control Go Do "Leg Day" After that, I answer a listener question: “I've been paying $1,600 a year for a $500,000 level term life insurance policy, which runs through 2031. I have two financially stable adult children in their 30s, who are the policy's beneficiaries, and two grandchildren. Should I keep making the premium payments—or let it lapse?”  Resource: Article by Cullen Roche: Finding Certainty in a Sea of Uncertainty Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today inApple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  

KFI Featured Segments
@HomewithJustin - Smart Moves When Selling & Buying a Home: Pricing, Staging, Repairs, and Inspections Explained

KFI Featured Segments

Play Episode Listen Later Apr 27, 2025 37:06 Transcription Available


A listener asked: When selling your home to purchase another, should you buy a new home for the same price, or is it acceptable to buy one for less and keep the difference? Should I stage my house for sale or not? What types of repairs should I consider making? What are the home contingencies in a conventional purchase? What types of inspections should I get when buying a home?

Child Care Genius Podcast
E185 Smart Moves for Child Care Owners: Build Community Connections with Brian Duprey

Child Care Genius Podcast

Play Episode Listen Later Apr 25, 2025 4:44


Looking for a creative way to boost enrollment and get free advertising? This episode of the Child Care Genius Podcast reveals how partnering with large local employers can bring in more families while costing you nothing. Tune in for a practical strategy that can help your business grow—one simple conversation at a time. Listen now to start building powerful local partnerships!     Mentioned in this episode: GET TICKETS to the Child Care Genius LEVERAGE Conference:  https://childcaregenius.com/leverage/   Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/  Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts. If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university       Connect with us:  Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources

Women Helping Women Entrepreneurs
Strong Starts Here: Smart Moves for Busy Working Mamas with Hennie Ng ft. Kimberly Hertling

Women Helping Women Entrepreneurs

Play Episode Listen Later Apr 24, 2025 27:30


This episode of "Strong Starts Here: Smart Moves for Busy Working Mamas with Hennie Ng ft. Kimberly Hertling" is brought to you by Stand Out Online Member, Hennie Ng, HNG Women's Physiotherapy & Wellness Corp..

Retire Right
Understanding the Insurance Market Crisis: Higher Rates, Tougher Carriers, and Smart Moves with Gregg Knepper [Ep.174]

Retire Right

Play Episode Listen Later Apr 16, 2025 26:16


Wildfires. Hurricanes. Cyber Attacks. How are today's biggest threats reshaping the insurance industry—and what can you do to stay protected? In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, sits down with Gregg Knepper, President of Integrated Coverage Group, to break down the rapidly changing insurance landscape. With more than 15 years of experience … Read More Read More

Wings Of...Inspired Business
Focus On Feedback: Serial Entrepreneur Penny Zenker AKA “The Focusologist” on Achieving More With Less

Wings Of...Inspired Business

Play Episode Listen Later Apr 8, 2025 49:21


Penny Zenker is a serial founder, sought-after speaker, bestselling author, and former C-Suite executive of a global top five market research company who now helps entrepreneurs and executives at firms large and small, including Deloitte, Pfizer, SAP and Samsung solve complex problems and find alignment to accelerate business growth. Over the past three decades, she has built and sold multiple multimillion-dollar companies—including the award-winning tech firm Smart Moves she founded and sold to a French company. Penny is also a Tony Robbins Business Coach helping companies double and triple businesses and her TEDx, “The Energy of Thought,” has had over 1 million views worldwide.

Latinos In Real Estate Investing Podcast
Buy Now, Refinance Later: Smart Moves for Today's Market | Real Estate Market Update w/ Martin Perdomo

Latinos In Real Estate Investing Podcast

Play Episode Listen Later Mar 6, 2025 6:11 Transcription Available


Send us a textMortgage rates have fallen to 6.35%, down from over 7% last fall, and homebuyers are responding. Purchase applications are up for the fourth consecutive week, and property touring activity has surged 14% from last month. This renewed interest suggests a market beginning to thaw, potentially creating a window of opportunity for prepared buyers in early 2025.The current landscape offers a strategic advantage for buyers - prices have dipped 2.5% year-over-year to a median of $367,500, and competition remains softer compared to previous years. The "buy now, refinance later" approach could be particularly advantageous, allowing buyers to secure property at today's more negotiable prices with the option to refinance when rates potentially decline further. As summer approaches, market activity is expected to accelerate significantly, potentially driving prices higher once again.A concerning countertrend demands attention: mortgage delinquencies in government-backed loans have surpassed pre-pandemic levels. FHA loan delinquencies have risen to 11.03% and VA delinquencies to 4.7%, while conventional loans remain stable at 2.62%. This widening gap highlights growing financial stress among lower-income Americans and raises critical questions about sustainable homeownership accessibility. For investors and property managers, this trend could impact tenant stability and warrants close monitoring in the months ahead.Stay ahead of these shifting market dynamics and learn how they could impact your next real estate move. Subscribe now for weekly updates and visit WealthyAF.ai for exclusive insights, strategies and tools to navigate today's complex housing landscape with confidence.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!

NerdWallet's MoneyFix Podcast
Is It Time to Leave Your Job? Tips for Smart Moves and Strategic Growth

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Jan 30, 2025 29:58


Learn how to decide if it's time to change jobs or careers and understand how to strategize before you make a big career move. How do you know if it's time to leave your job? What steps should you take before making a big career move? Host Sean Pyles talks to author and SiriusXM host Dawn Graham about how to evaluate your current job satisfaction and recognize the signs that it might be time for a change. They begin with a discussion of identifying personal values, assessing career alignment, and tips for navigating conversations with managers. They also delve into strategies for approaching major career shifts, from exploring new fields to building the skills and network necessary to succeed. They discuss actionable strategies for testing a new career path, overcoming the challenges of starting over, and networking effectively to stand out. In their conversation, the Nerds discuss: career changes, how to change jobs, signs to leave a job, switching careers, professional growth, career move tips, leaving a job, job dissatisfaction, career pivot, networking strategies, job search tips, workplace burnout, how to talk to a manager about leaving, new career path, finding a new job, changing careers in 2025, job skills development, career alignment, values and career decisions, professional energy, job growth, building career confidence, quitting a job, making a career switch, career planning, job search strategies, LinkedIn networking, and how to stay motivated at work. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Green Industry Podcast
Smart Moves for Lawn Care Entrepreneurs: Kevin Salters on Business and Investing

Green Industry Podcast

Play Episode Listen Later Dec 12, 2024 27:13


In part three of this four-part series, Kevin Salters explains why he operates as an S-Corporation, how he prepares for taxes, and why leveraging tax advantages and compound growth through investing is essential for building long-term financial security in the lawn care industry. Connect with Paul: Click Here Upcoming Events: Lawn Care Life Conference: Get Your Tickets Here (Coupon code: CHRISTMAS saves 30% off tickets) Save 50% off Equip Exposition Tickets Paul's Recommended Professionals: Try the CRM Jobber Get a Professional Website - Footbridge Media The Landscaping Bookkeeper Call Rail Paul's Books: How to Build a Thriving Lawn Care Business Cut That Grass and Make That Cash Paul's Business Building Resources: Price Increase Letter Template Contract Templates Know Your Numbers