Podcasts about Tax

Don and Tom go after one of their favorite targets: bad actors in the financial industry—especially those who flee regulation by becoming insurance salesmen. They break down a shocking new study showing that 98% of brokers kicked out by FINRA stay in the business by selling annuities and other insurance products, often with little oversight. The duo compares this behavior to “cockroaches,” slamming state insurance commissions for weak enforcement and minimal fines. Later, they tackle Washington State's ballot measure SR 8201 on investing long-term care funds, answer listener questions about 529 plans versus UTMAs, discuss 457 plan costs and fund choices, and close with a fun chat about Halloween chaos and coffee and cocoa prices. 0:04 Opening rant on misbehavior in the financial industry and the perils of “bad advisors.” 1:03 How fired brokers reappear as insurance salesmen—98% stay in the industry. 3:10 Why state insurance oversight is toothless and how low the penalties really are. 5:14 Insurance firms masquerading as planners—why fiduciary-only advisors matter. 6:03 The study's “cockroach” comparison and why the problem persists. 7:37 How to vet your advisor using FINRA's BrokerCheck and state insurance lookups. 9:16 State vs. federal regulation—why the insurance lobby spent $200 million to avoid SEC oversight. 11:08 Caller Beth from Washington asks about SR 8201—investing long-term care funds in stocks. 13:27 The fiduciary perspective: diversification and realistic expectations. 15:23 Caller Gene from Puyallup on 529 plans vs. UTMAs for grandkids. 17:55 Tax control, gift rules, and the best state 529 options. 19:20 Holiday gifting and a little banter about who's on Tom's “nice list.” 20:22 Halloween costumes, tourists, and Celebration, Florida trick-or-treat madness. 23:28 Behind the scenes: Don reveals the entire “Talking Real Money” production staff (himself). 24:32 Podcast email list plug—how to subscribe at TalkingRealMoney.com. 25:35 Explaining podcasts for the AM radio crowd—how to find Talking Real Money on your phone. 27:30 Listener question from Matthew in Illinois about 457 plan costs and hidden fees. 30:38 The truth about 457s, penalties, and why Schwab's low-cost ETFs may be smarter. 32:34 Caller Rob from Bellevue discusses attending RetireMeet and noticing the Apella building. 33:18 Wrapping with cocoa and coffee futures—good news for chocolate, bad for espresso lovers. 37:49 Don plugs Litreading's Scary Story Season before switching to Christmas stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Forbes praises the Thatcheresque inclinations of Japan's new prime minister, Sanae Takaichi, which could help her nation dig out of its economic rut—but Forbes warns that she is still pursuing the same plans as before, which could ensure an economic crisis.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Catrina Craft is a CPA, tax strategist, and real estate investor with over 20 years of experience in applying the tax code to maximize wealth for investors and entrepreneurs. As the founder of Craft CFO Advisory Services, she supports real estate professionals, creative agencies, and business owners with proactive planning to reduce tax obligations and build long-term wealth. A frequent speaker and educator, Catrina brings a unique blend of compliance, strategy, and investment knowledge—helping her clients go beyond tax preparation and into true financial empowerment. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Start tax planning early—waiting until tax season puts you in reactive mode Don't structure appreciating assets in a C corp—it can lead to unnecessary tax penalties Asset protection is more than just forming an LLC; structure and exposure matter A tax strategist is proactive—meeting regularly and guiding decisions throughout the year The IRS rewards those who build and invest—use the code to your advantage Topics 1. From Debt to Wealth Building Catrina lost 80% of her income when a major client left and found herself $100K in debt This challenge drove her to learn real estate investing and the tax strategies behind wealth building Paid off her debt in 2 years while building a rental portfolio 2. The CPA vs. Tax Strategist CPAs focus on compliance and reporting what already happened Tax strategists plan proactively to reduce your tax bill before decisions are made Working with a strategist who knows your industry—especially real estate—is critical 3. Avoiding Common Structure Mistakes Many investors set up LLCs without understanding tax treatment options Holding real estate in a C corp is a costly and often irreversible mistake Asset protection includes entity structure, insurance, and understanding exposure risk 4. Planning Beats Panic Most deductions and deferrals (like cost segregation and 1031s) require advance planning Catrina meets monthly or quarterly with clients to stay ahead of key decisions Tax planning should start at the beginning of the year—not at filing time 5. Questions to Vet a Tax Professional Ask about their industry experience and how often they meet with clients Determine whether they offer strategy or just compliance services Ensure they understand your specific investing model (e.g. syndication vs. flipping)

Garth Heckman The David Alliance TDAgiantSlayer@Gmail.com    Matthew 17:27   Payment of the Temple Tax 24 On their arrival in Capernaum, the collectors of the Temple tax came to Peter and asked him, “Doesn't your teacher pay the Temple tax?” 25 “Yes, he does,” Peter replied. Then he went into the house. But before he had a chance to speak, Jesus asked him, “What do you think, Peter? Do kings tax their own people or the people they have conquered?” 26 “They tax the people they have conquered,” Peter replied. “Well, then,” Jesus said, “the citizens are free! 27 However, we don't want to offend them, so go down to the lake and throw in a line. Open the mouth of the first fish you catch, and you will find a large silver coin. Take it and pay the tax for both of us.”   Couldn't pay my taxes my first year at my Fathers church… walked in to his office - what am I going to do? I owe $4000. The phone rang… are you still wanting to sell your boat? I will give you 4k for it.      Tax collectors are trying to catch Jesus… How much money did you give for the new sign??? I thought you loved your church and God????     JESUS HAD THE -  Freedom to not pay taxes… but wisdom to pay taxes.  Freedom without wisdom is a stumbling block to others. Any virtue in and of itself is an evil. Aristotle    On this occasion Jesus chooses to not offend… but later he will flip tables in the temple.    There is an intimacy that one requires in order to know which one you choose? LESSON: I no longer question someones motives or actions if I know they are intimate with God.      Graceful compromise… Early on in our Marriage going to her relatives dinner… THE RIDE HOME. Why did you not say anything???   Invited to your spouses family dinner. They are all raving lunatics that hate religion, faith, Trump, puppies and chocolate… You don't need to go, but you gracefully compromise so that you might have a chance to love on them… and not give them a reason to be offended.      You are dining out and trying your best to share Christ with your server… but they are subpar at best… but you tip them generously anyway because you don't want to give them a reason to be further offended at the gospel or Christians.     Someone blows up at you at work… they tell human services you get pulled in and reprimanded. You just take it, smile and ask for forgiveness… because you know righteousness is more important than you being right.  This isn't weakness - its meekness. I could, but I won't!  WE SOMETIMES PROVOKE NEEDLESS OPPOSITION TRYING TO HARD TO BE RIGHT - RATHER THAN LOVING!      When we are right morally we may in fact be wrong spiritually… We can focus on Non essentials, Captious, making mountains out of mole hills.  We attack abortion and not share Christ Love We attack Socialism and not share Christ Love We attack Transgenderism and not share Christ love  We attack their music, clothes, Political stance, their theological stance, even their religion and choices…

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ We are joined by Shark Tank Colombia and Mexico star Alexander Torrenegra. Together with our own Tax expert Javier, they have an in-depth discussion on investments, the future of the tech industry and how the Latin American market can grow over the coming years. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.

It's Fun Day Monday on the Majority Report On today's program: U.S. Secretary of the Treasury Scott Bessent tells ABC News that he is a soybean farmer and so he feels the pain of the tariffs as well. Turns out he is just a landlord to $25 million worth of soybean farms. The American Federation of Government Employees is feeling pressure from their members to end the shutdown. In Landover, Maryland furloughed federal workers line up for food assistance in a queue that stretches down the street and around the block. The Trump administration is claiming they do not have authority to fund SNAP amidst the shutdown, which is proven to be a lie. Zohran Mamdani, AOC and Bernie Sanders held a rally in Queens, New York on Sunday Night packing out Forrest Hills Stadium with over 13,000 people. AOC delivers remarks over the immigrants, freeman, and suffragists that built New York and they are the ones that will determine our future. Zohran gives all credit to Bernie Sanders for teaching Zohran the language of democratic Socialism. Emma Vigeland asks Zohran if he believes that a large win in the mayoral race would provide him with leverage with Albany since Hochul is up for reelection in 2026. Hochul speaks at the rally and is drowned out by "Tax the Rich" chants. The next day Hochul claims to have thought the crowd was cheering "Let's Go Bills" In the Fun Half: Another patriot humiliates ICE agents in a beautiful rant after they harassed him at 26 Federal Plaza in New York. Pete Hegseth does not dispute rumors that the Trump Administration is planning on deploying the National Guard in all 50 states in 2026. On Fox News Stephen Miller tells ICE officers that they have federal immunity to do whatever they have to do to perform their duties. Kyrsten Sinema, now a lobbyist for AI, speaks at a planning commission meeting in Chandler, AZ encouraging them to build a data center before the government comes in builds it without their consent. All that and more The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: NUTRAFOL: Get $10 off your first month's subscription + free shipping at Nutrafol.com when you use promo code TMR10 ZOCDOC: Go to Zocdoc.com/MAJORITY and download the Zocdoc app to sign-up for FREE and book a top-rated doctor SMALLS:  get 60% off your first order, plus free shipping, when you head to Smalls.com/MAJORITY! SUNSET LAKE:  Head to SunsetLakeCBD.com and use coupon code “Left Is Best” (all one word) for 20% off of your entire order  Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com

What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.

Gov. Kathy Hochul has made a gaffe while at Mamdani's socialist rally over the weekend. Hochul has come out and said she thought that the "Tax the rich" chants were "Lets go Buffalo" chants, you can't make this stuff up.  Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.

In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insider's perspective from a prestigious investment conference attended by just 100 select guests and hosted by one of the world's largest asset managers. Joel kicks off with a deep dive into the hottest topic in finance—Artificial Intelligence (AI). He explores AI's growing influence on investments, the labor market, and society, highlighting both its potential and the cautionary flags, such as possible overcapacity and the challenges it poses for younger generations. Joel then shifts focus to three major investment themes: the importance of national security in shaping investment decisions, the surge of private equity and private credit for everyday investors, and the need for careful portfolio allocation to avoid hidden overconcentration in growth stocks. Next, Joel breaks down everything you need to know about Required Minimum Distributions (RMDs)—from recent changes in age requirements to smart strategies for minimizing tax impact, including withholding and charitable giving. Whether you're nearing retirement or already enjoying it, this segment offers actionable advice to keep your finances on track. The episode also features a practical guide to Ladybird Deeds—an estate planning tool that helps homeowners transfer property to loved ones without the hassle of probate. Joel explains how Ladybird Deeds work, their advantages over traditional probate, and step-by-step instructions to implement this powerful tool. Rounding out the show, Joel reviews the latest market headlines, including a strong start to earnings season and how AI-driven efficiencies are helping corporate America outperform expectations. If you want to learn how AI is reshaping investments, the keys to managing your retirement withdrawals, and estate planning strategies that save time and money, this episode is packed with insights you won't want to miss.

Morse code transcription: vvv vvv You dont need 8 hours sleep Health tips from the BBCs twin doctors Charity boss arrest in BBC sex for aid investigation gives women strength Tax rises could push food prices higher, warn supermarkets What went wrong with Pizza Hut Kamala Harris concerned she did not ask Biden to quit race When should you turn the heating on Two arrested over theft of jewels at Louvre, French media report Trump raises tariffs on Canadian goods in response to Reagan advert Migrant sex offender released from prison in error arrested Brothers in the forest the fight to protect an isolated Amazon tribe

Dominic Carter dives deep into the high-stakes final stretch of the NYC mayoral race, where early voting turnout is spiking. Frontrunner Zohran Mamdani shows massive momentum, filling an entire stadium at a rally alongside progressive heavyweights AOC and Bernie Sanders. This show explores the fallout, including the shocking moment Governor Hochul was booed off the stage by the crowd chanting "Tax the rich". With the city's future "on the line", former Assemblyman Dove Hikind withdraws his endorsement for Curtis Slwa and pleads with listeners to vote for Andrew Cuomo as the only viable option to stop the socialist agenda. Dominic also covers controversies surrounding Mamdani's potential citizenship issues, Chicago Mayor Brandon Johnson's language regarding immigrants, and the possibility of Kamala Harris running for president again. Plus, listen in as callers debate the meaning of early voting numbers, the definition of a "real man" following NFL quarterback Justin Fields breaking down in tears, and Dominic's own profound fear of ugly alligators. Learn more about your ad choices. Visit megaphone.fm/adchoices

After you listen:Read more of Rob's insights in his article "How Fed Rate Cuts Can Impact Mortgage Rates."Explore Schwab's education and resources around real estate.In this episode of Financial Decoder, Mark Riepe is joined by Rob Williams, managing director and head of wealth management at the Schwab Center for Financial Research, to discuss the complexities of buying a home, covering the essential steps, financial considerations, key players, and even the emotional factors that tend to affect our decision-making around the home-buying process.Learn more about the important elements like mortgage pre-approval, down payments, and closing costs, as Mark and Rob aim to address common misconceptions and mistakes. Their conversation concludes with practical advice and a checklist for potential home buyers to ensure they make informed decisions.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal.​Past performance is no guarantee of future results.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly.S&P 500® Index- Measures the performance of 500 leading publicly traded U.S. companies from a broad range of industries. It is a float-adjusted market-capitalization weighted index.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.1025-1CJ6Follow Financial Decoder on Spotify to comment on episodes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morse code transcription: vvv vvv Tax rises could push food prices higher, warn supermarkets Two arrested over theft of jewels at Louvre, French media report Brothers in the forest the fight to protect an isolated Amazon tribe What went wrong with Pizza Hut Trump raises tariffs on Canadian goods in response to Reagan advert Migrant sex offender released from prison in error arrested You dont need 8 hours sleep Health tips from the BBCs twin doctors Charity boss arrest in BBC sex for aid investigation gives women strength When should you turn the heating on Kamala Harris concerned she did not ask Biden to quit race

Morse code transcription: vvv vvv When should you turn the heating on Kamala Harris concerned she did not ask Biden to quit race Migrant sex offender released from prison in error arrested Brothers in the forest the fight to protect an isolated Amazon tribe Trump raises tariffs on Canadian goods in response to Reagan advert You dont need 8 hours sleep Health tips from the BBCs twin doctors What went wrong with Pizza Hut Charity boss arrest in BBC sex for aid investigation gives women strength Tax rises could push food prices higher, warn supermarkets Two arrested over theft of jewels at Louvre, French media report

Morse code transcription: vvv vvv Trump raises tariffs on Canadian goods in response to Reagan advert Migrant sex offender released from prison in error arrested When should you turn the heating on You dont need 8 hours sleep Health tips from the BBCs twin doctors Brothers in the forest the fight to protect an isolated Amazon tribe Kamala Harris concerned she did not ask Biden to quit race Charity boss arrest in BBC sex for aid investigation gives women strength What went wrong with Pizza Hut Two arrested over theft of jewels at Louvre, French media report Tax rises could push food prices higher, warn supermarkets

Thinking about buying a new vehicle? Dr. Friday explains the new rules for deducting auto loan interest and who qualifies based on income. Transcript G'day, I'm Dr. Friday, president of Dr. Friday's Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. Auto loans can deduct up to ten thousand dollars of interest, but there's always a but—it has to be new. It has to be a new car, minivan, SUV, pickup truck, or motorcycle after the year of 2024. And you need to have, again, limitations to income: $100,000 for individuals and $200,000 if filing joint. If your income is above that, you will not be able to qualify. If it's under, you might be able to qualify. So maybe this is a good time to think—do I need a car now or within the next few months? Because if you don't buy at the right time and the right car, you may not be able to deduct this interest, which normally we can't. Check me out, drfriday.com. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Stephen Grootes speaks to David van Wyk, Mining Analyst, about the potential chrome ore export tax. Mineral and Petroleum Resources Minister Gwede Mantashe acknowledged that, considered alone, the tax is a blunt instrument and would need to be paired with expanding South Africa’s smelting capacity. Any decision will be guided by input from Treasury, the Department of Trade, Industry and Competition, and other key stakeholders. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.comSee omnystudio.com/listener for privacy information.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 24 October 2025. The topic for this week is: Misconceptions about financial matters in 2025. Wrong information can be dangerous, expensive and limiting to you reaching your financial goals. Luke is joined by Leon of 2CC to take a […]

Early this morning, the Labour Party made a surprise Capital Gains Tax announcement. The targeted tax would raise funds for the health system, including three free doctors' visits per year. The tax wouldn't apply to the family home, farms, KiwiSaver, shares, business assets, inheritances, and personal items. Dentons Tax Partner Bruce Bernacchi told Kerre Woodham that, "people will call it a capital gains tax when it's actually not, because it's extremely targeted just on property." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Mark Miller, known as “The Money Man,” discussed his work as a business financial consultant and his partnership with Brad Hilton of the Hilton family—grandson of Conrad Hilton. Together, they manage Hilton Tax and Wealth Advisors and the Hilton Family Office, focusing on bringing high-level, institutional wealth strategies to everyday investors. Their goal is to bridge the gap between Wall Street and Main Street, giving average entrepreneurs access to the same sophisticated tools the ultra-wealthy use to build and preserve wealth.Miller explained the concept of a family office, which originated with the Rockefellers as a way to unify financial advisors, attorneys, and wealth managers under one coordinated structure. Over time, this evolved into the virtual family office (VFO) model, which outsources top experts across different fields rather than hiring a large in-house staff. This approach allows clients—whether in large cities or small towns—to access the best professionals globally through modern technology, without the massive overhead or management challenges of traditional offices.The discussion then shifted to common challenges family offices face, based on a Vast Vault community survey: hiring, succession planning, and tax mitigation. Miller shared that virtual family offices eliminate many hiring issues since they outsource to “best-in-class” experts rather than recruiting internally. This ensures clients get top-tier service without the risks of turnover or mismatched talent, which often plague traditional family offices.On succession planning, both Miller and Kenner agreed it's one of the most complex and emotionally charged parts of wealth management. It often takes years to coordinate among multiple generations and advisors. Miller emphasized the importance of including spouses and younger heirs early in the planning process to maintain harmony and prevent disputes. Communication, he noted, is the key to avoiding future conflict—especially as family dynamics evolve and new decision-makers step in.Finally, they addressed tax mitigation, which Miller ranked as the most critical element of wealth building. He stressed that proactive and advanced tax planning can dramatically increase net worth, citing examples where clients saved millions in a single year. Both agreed that focusing on tax efficiency allows families to grow their wealth faster and more sustainably. Takeaways• Mark Miller is a financial consultant with extensive experience in family offices.• Family offices originated from the Rockefellers to manage wealth cohesively.• Virtual family offices offer boutique services with outsourced expertise.• Communication among advisors is crucial for effective wealth management.• Succession planning is complex and requires inclusive communication.• Tax mitigation is essential for building and preserving wealth.• Advanced tax strategies can significantly reduce tax liabilities.• AI can enhance efficiency in wealth management and tax planning.• Wealth management should focus on safety before seeking high returns.• Education on wealth strategies should be accessible to all, not just the wealthy.Sound Bites• What is a family office?• The original was an individual family office.• Succession planning is very complex.Listen & Subscribe for More:

Note: The Season of the Witch Replays will only be available until Nov. 1st.Today on the final day of Season of the Witch we did our group liberation ritual where we cross the threshold of belonging together.We gathered (over 200 of us!) in a virtual forested sanctuary to bring everything from this week full circle. And spoiler: it got emotional. Even our Capricorn moon team members teared up.Here's what went down:We cast our circle by welcoming all four seasons - the darkness and faith of winter, the relief and new beginnings of spring, the long hot days of summer, and the beauty in endings that autumn brings. Sara shared reflection prompts for journaling or card pulling for:Threshold of Seeing: Threshold of Trusting: Threshold of Timing: Threshold of Presence: Threshold of Belonging: Anna pulled group cards using the Sasuraito Tarot (gorgeous deck alert), and they were SO on point: The wisdom that emerged:Just by being here - whether live or on replay - you make it easier for someone else to feel like they belong. That's medicine for the witch wound we all need.Then we closed with: "I am not becoming powerful. I am remembering the power that was always mine. My season isn't waiting, it's here."Team TSE got vulnerable too: Pati shared about her move to Mexico (crying all the way from LA to San Diego) and choosing to trust herself over waiting for the "right time." Naomi pulled the Six of Pentacles and got slapped in the face with the reminder that it's okay to receive, not just give. Anna keeps pulling the same shadow work themes but in different octaves - proof that when you do the work, it evolves with you.The truth: Even when life is objectively good (roof over head, food on table, leisure time for rituals), we still get that "life eczema" feeling. That doesn't require fixing. That requires witnessing. That requires remembering we belong even when something feels itchy.Looking at shadow isn't a call to fix it - it's recognizing the ecosystem. Like the damp, shaded forest floor where mushrooms grow and worms thrive. We need that decay for the whole forest to function. Your shadow is part of your ecosystem too.Ready for more of this energy?Join us in Enchanted Journey - our rolling membership where we practice together at new/full moons, host seasonal events (Halloween class-a-thon starts Monday!), gather for coffee chats, and hold space for each other's magic. We've got THREE enrollment options now to make it accessible. Plus our physical lunar planner ships in November for annual members. Check it our here.Bonus: Current members get FREE access to our Salem, Massachusetts in-person event on April 15, 2026. (Tax day, get those done early!)Thank you for being here. You crossed five thresholds with us this week. Your season isn't waiting—it's here.Stay magic. ✨

Season 4, Episode 7: Jack Stone and Alex Gornik sit down with Sharon Wilson Géno, President of the National Multifamily Housing Council (NMHC), the leading voice for America's apartment industry in Washington. She explains how NMHC is tackling today's biggest issues—affordability, regulation, and capital—while separating signal from noise on rent control, tax policy, and the GSE debate. Expect practical policy ideas cities are using now (single-stair, fast-track permitting, Florida's “Live Local”), why Section 8 modernization matters, and what's really driving insurance and operating costs. TOPICS 00:00 – Introduction 01:12 – Career arc and why housing policy became the mission 06:03 – What NMHC does and who it represents 08:14 – NMHC–NAA partnership and three-level advocacy (federal/state/local) 11:01 – Public perception, renters, and reframing the “American Dream” 21:04 – Tax policy: carried interest context and a doubled LIHTC 26:26 – Rent control myths and the Housing Solutions Coalition playbook 33:06 – Real solutions: zoning fixes, single-stair, permitting, Live Local 49:42 – GSE privatization chatter: constraints and market timing 55:56 – Insurance, taxes, labor and the tech/industrialized construction edge Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Tune In to Talk Law Radio: Slam Dunk Your Vote on the Spurs Arena Future! Will Bexar County tip off a game-changing downtown revival—or pass on the play that keeps the Spurs in San Antonio for generations? Join host Todd Marquardt this week on Talk Law Radio as we break down the high-stakes Bexar County election showdown: Propositions A and B. These aren't just ballot measures—they're the key to unlocking Project Marvel, a $3-4 billion sports and entertainment district that could deliver a state-of-the-art Spurs arena, rodeo expansions, and economic fireworks downtown. But with critics calling foul on taxpayer risks and the mayor urging caution, is this a winning shot or a risky buzzer-beater? Todd dives deep into the venue tax hike (from 1.75% to 2% on hotels and rentals—paid by visitors, not locals), the $311 million arena fund, and what it means for our city's future. Don't sit on the bench—tune in and get courtside on the facts! "

Morse code transcription: vvv vvv Brothers in the forest the fight to protect an isolated Amazon tribe What went wrong with Pizza Hut When should you turn the heating on Lotto jackpot draw halted by technical glitch Charity boss arrest in BBC sex for aid investigation gives women strength Met urges Epping migrant sex offender to hand himself Trump raises tariffs on Canadian goods in response to Reagan advert Catherine Connolly elected as president of Ireland You dont need 8 hours sleep Health tips from the BBCs twin doctors Tax rises could push food prices higher, warn supermarkets

Morse code transcription: vvv vvv Tax rises could push food prices higher, warn supermarkets Trump raises tariffs on Canadian goods in response to Reagan advert When should you turn the heating on You dont need 8 hours sleep Health tips from the BBCs twin doctors Brothers in the forest the fight to protect an isolated Amazon tribe Charity boss arrest in BBC sex for aid investigation gives women strength What went wrong with Pizza Hut Lotto jackpot draw halted by technical glitch Met urges Epping migrant sex offender to hand himself Catherine Connolly elected as president of Ireland

Morse code transcription: vvv vvv You dont need 8 hours sleep Health tips from the BBCs twin doctors When should you turn the heating on Met urges Epping migrant sex offender to hand himself Brothers in the forest the fight to protect an isolated Amazon tribe Tax rises could push food prices higher, warn supermarkets Trump raises tariffs on Canadian goods in response to Reagan advert Lotto jackpot draw halted by technical glitch What went wrong with Pizza Hut Charity boss arrest in BBC sex for aid investigation gives women strength Catherine Connolly elected as president of Ireland

Morse code transcription: vvv vvv When should you turn the heating on Catherine Connolly elected as president of Ireland Brothers in the forest the fight to protect an isolated Amazon tribe What went wrong with Pizza Hut Trump raises tariffs on Canadian goods in response to Reagan advert Tax rises could push food prices higher, warn supermarkets Met urges Epping migrant sex offender to hand himself You dont need 8 hours sleep Health tips from the BBCs twin doctors Lotto jackpot draw halted by technical glitch Charity boss arrest in BBC sex for aid investigation gives women strength

Trusts are hardly mentioned outside of when wealth tax is in the news, or when someone mentions their accountant told them to get one. One side of the political aisle seems to have a good list of reasons as to why someone would need a trust, while the other side seems to be convinced that essentially the only reason anyone would have one would be to hide assets. So what is the real purpose of a trust? LISTEN ABOVESee omnystudio.com/listener for privacy information.

Are you sure you are taking Social Security at the right time? Well, in this episode, I share 5 common mistakes retirees make when claiming Social Security and what you should look out for.

Your employer messed up your taxes, so now what do you do? You need to contact the IRS and do the following...Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You'll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as Ari and James break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, value, international, and bonds to reduce risk from overexposed tech-heavy portfolios.Tax-smart moves — Roth conversions, cash buffers, and dynamic withdrawal rules that adapt to changing markets.Whether you're planning to retire early or just want peace of mind through an uncertain decade, this guide gives you a clear, flexible framework—so your lifestyle isn't dictated by Wall Street's forecasts.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You'll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as James and Ari break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, value, international, and bonds to reduce risk from overexposed tech-heavy portfolios.Tax-smart moves — Roth conversions, cash buffers, and dynamic withdrawal rules that adapt to changing markets.Whether you're planning to retire early or just want peace of mind through an uncertain decade, this guide gives you a clear, flexible framework—so your lifestyle isn't dictated by Wall Street's forecasts.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Listener Q&A where Andy talks about: The CAPE (Cyclically Adjusted Price to Earnings) Ratio as a measure of whether the US stock market is overvalued or undervalued, and drawbacks with the CAPE Ratio ( 4:32 )The meaning of Benjamin Graham's quote "In the short run, the stock market is a voting machine, but in the long run it's a weighing machine" ( 17:07 )Helping clients overcome their frugality habits to enjoy more of their deferred spending from their nest eggs ( 19:18 )Understanding "duration" and what it means in bond funds ( 26:58 )How Annie Duke's concept of decision making and luck play into retirement planning ( 34:19 )Balancing between good enough and optimization in retirement planning ( 38:45 )Tax withholdings and credits on dividends from international stocks, and whether international stocks should be held only in normal brokerage accounts and not qualified accounts like IRAs and Roth IRAs ( 46:50 )Additional resources in understanding and calculating 72(t) Substantially Equal Period Payments ("SEPP") to avoid the 10% early withdrawal penalty on accessing retirement accounts before 59 1/2 ( 52:20 )A listener public service announcement about itemizable deductions for casualty losses due to federally declared disasters, and how IRS staffing issues and shutdowns exacerbate the inconvenience of the mandatory 20% federal tax withholding on 401(k) contributions ( 55:19 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comLinks in this episode:Link to Tax Planning to and Through Early Retirement My company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

      Imagine navigating the complexities of wartime medicine, where every decision can mean the difference between life and death. Join us for an unfiltered conversation with Dr. Oleksandr Sokolov, a Ukrainian vascular surgeon who has been in the thick of it, bringing groundbreaking innovations to the surgical battlefield. Dr. Sokolov reveals how the use of acellular tissue-engineered vessels is not just a technical advancement, but a lifeline for those caught in the crossfire. Get a firsthand account of how these innovations are reshaping trauma management in ways that remain largely unseen by the rest of the world.     We shine a spotlight on how advanced vascular implants are making waves in combat zones, offering hope where traditional methods have faltered. Dr. Sokolov shares the striking successes of a bioengineered vascular prosthesis that is defying expectations with its high patency rate and promise of limb salvage. These tissue-engineered vessels are not just keeping soldiers and civilians alive, but are setting a new standard for what's possible in extreme surgical conditions. The potential of these technologies to transform future medical care, from pediatric surgeries to cardiac bypasses, is nothing short of revolutionary.      But amidst the technological triumphs, there is also profound human resilience. Dr. Sokolov's stories are not only about scientific breakthroughs but also about the enduring spirit of those affected by war. As we discuss the critical role of global humanitarian networks, the conversation turns to the power of collaboration and the peace-driven future we all hope for. This episode is a testament to courage, innovation, and the relentless pursuit of better patient outcomes—even in the harshest of environments.   Chapters: (00:04) Vascular Surgery in a War Zone (11:10) Advanced Vascular Implants in Combat (24:26) Enhancing Survival With Engineered Vessels (36:56) Lessons in Combat Medicine and Technology   Chapter Summaries: (00:04) Vascular Surgery in a War Zone Dr. Sokolov shares his experiences providing surgical care in war-torn Ukraine, highlighting the use of acellular tissue-engineered vessels and the collapse of the military medical system.   (11:10) Advanced Vascular Implants in Combat Nature's bioengineered vascular prosthesis offers advantages in military medicine, with high success rates and reduced surgery time.   (24:26) Enhancing Survival With Engineered Vessels Battlefield trauma surgery, engineered vessels, managing risks, and potential applications in pediatric and cardiac cases.   (36:56) Lessons in Combat Medicine and Technology Dr. Sokolov shares lessons from wartime surgery, collaboration with Humacyte, advancements in vascular surgery technology, and hope for peace.   Take Home Messages: Wartime Innovation in Medicine: The episode highlights the transformative impact of acellular tissue-engineered vessels in wartime trauma care, demonstrating how these bioengineered solutions are enhancing surgical outcomes, particularly in conflict zones where traditional methods may not suffice. Global Collaboration and Support: It underscores the vital role of global humanitarian aid and international collaboration in advancing medical care in conflict areas. This support network provides essential resources and fosters the sharing of expertise, crucial for improving patient outcomes amidst challenging conditions. Resilience and Courage in Healthcare: Through powerful narratives, the episode captures the resilience of medical professionals and patients operating in high-stakes environments. These stories emphasize the human spirit's ability to persevere and adapt, even when faced with the dire circumstances of war. Broader Applications of Bioengineered Vessels: The discussion extends beyond immediate trauma care, exploring the potential applications of these advanced vascular implants in pediatric surgery and cardiac procedures, hinting at a broader revolution in vascular health care. The Importance of Medical System Support: The episode advocates for robust system support over reliance on individual heroics, stressing the need for organized and sustainable medical frameworks to effectively manage and respond to the healthcare challenges posed by war.   Episode Keywords: Wartime medicine, vascular surgery, Ukraine conflict, Dr. Oleksandr Sokolov, bioengineered vessels, trauma care, humanitarian aid, military medical systems, acellular tissue-engineered vessels, limb salvage, infection prevention, combat zone surgery, Humacyte collaboration, pediatric surgery, cardiac procedures, medical innovation, frontline surgeons, global medical community, medical advancements, survival and resilience   Hashtags: #WartimeMedicine #VascularInnovation #UkraineSurgeons #HumanitarianAid #BioengineeredVessels #TraumaCare #MedicalBreakthroughs #ConflictZoneMedicine #AdvancedSurgery #HealingAmidstWar   Honoring the Legacy and Preserving the History of Military Medicine The WarDocs Mission is to honor the legacy, preserve the oral history, and showcase career opportunities, unique expeditionary experiences, and achievements of Military Medicine. We foster patriotism and pride in Who we are, What we do, and, most importantly, How we serve Our Patients, the DoD, and Our Nation.   Find out more and join Team WarDocs at https://www.wardocspodcast.com/ Check our list of previous guest episodes at https://www.wardocspodcast.com/our-guests Subscribe and Like our Videos on our YouTube Channel: https://www.youtube.com/@wardocspodcast Listen to the “What We Are For” Episode 47. https://bit.ly/3r87Afm   WarDocs- The Military Medicine Podcast is a Non-Profit, Tax-exempt-501(c)(3) Veteran Run Organization run by volunteers. All donations are tax-deductible and go to honoring and preserving the history, experiences, successes, and lessons learned in Military Medicine. A tax receipt will be sent to you. WARDOCS documents the experiences, contributions, and innovations of all military medicine Services, ranks, and Corps who are affectionately called "Docs" as a sign of respect, trust, and confidence on and off the battlefield,demonstrating dedication to the medical care of fellow comrades in arms.     Follow Us on Social Media Twitter: @wardocspodcast Facebook: WarDocs Podcast Instagram: @wardocspodcast LinkedIn: WarDocs-The Military Medicine Podcast YouTube Channel: https://www.youtube.com/@wardocspodcast

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction to the Podcast (00:58) - ProAdvisor Community News (03:06) - Product Innovations: Modern Reports (11:09) - Payroll Corrections Updates (16:02) - Custom Client IDs in QuickBooks Online Accountant LINKShttps://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampConferences:https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

As Trump takes a bulldozer to the White House and liberal democracy, we take a deep dive into the devastating potential impact of the tech oligarchs here in Wisconsin. Foxconn 2.0: the Data Center Invasion, shows that as in the movies the sequel is even worse than the original. Robert tells us about economist Jerrod Bernstein's forecast that there is an AI bubble that will pop the stock market and leave Wisconsinites holding the bag on huge new fossil fuel plants and infrastructure when AI goes bust. We review how state and local officials continue to ignore growing public public opposition and lavish the tech giants with generous state a local tax subsidies. In addition, opposition to the transmission lines for massive data centers is growing and producing unique new political alignments. Also on this week's show: Congressman Brian Stiel's bill that would cut funding to Milwaukee, other major transit systems; Flu vaccination rates plummet in Wisconsin in the wake of anti-vax disinformation from the top of government; and Wisconsin federal food assistance runs out in 8 days, leaving over 700,000 Wisconsinites in peril.

As Congress continues its staring contest over how to open the federal government, impacts of the shutdown are starting to threaten more than just furloughed employees or the individuals being fired. Tax credits that help small businesses and regulations required to know how to stay compliant with laws are thrown into the murky water. Meanwhile, businesses trying to hire for the holiday season have plenty of applicants to pick from but might need to adjust their slow-moving process. Gene Marks also talks about a dip in small business optimism that doesn't seem to push the needle beneath historic highs. Listen to the podcast to learn more.   Additional resources Make Paychex an extension of your team: https://bit.ly/meet-paychex DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

In this episode of the Jon Sanchez Show, hosts Jon G. Sanchez and Jason Gaunt, Sanchez Gaunt Capital Management in Reno, NV, discuss the current state of the market and its implications for retirees.They delve into the fears that retirees face, such as market volatility, healthcare costs, and the uncertainty surrounding social security. The conversation emphasizes the importance of financial planning, addressing longevity risks, and the need for predictable income sources in retirement.The hosts provide insights on how to navigate these challenges and ensure a secure financial future for retirees. Chapters 00:00 Market Overview and Current Sentiment14:42 Retirement Income Reality Check: Fears and Solutions24:12 Retirement Income Reality Check25:35 Healthcare Wild Ride30:53 Longevity and Financial Planning35:04 Social Security Strategies35:58 Tax Planning in Retirement37:11 Fees and Inflation Impact37:55 Confidence Crisis in Retirement Planning

Tax attorney and Directed IRA CEO Matt Sorenson joins Jamison to unpack the new federal tax law—what's real, what changed, and how it hits your 1040 and your P&L. We cover individual updates (permanent lower tax rates, the doubled standard deduction, child tax credit changes, and a higher SALT cap) and pro-business provisions like the return of 100% bonus depreciation (from 2025, permanent) and a permanent 20% QBI deduction for many pass-throughs. We also touch on phase-outs, the pullback of some green incentives, and the bigger macro questions (deficit, tariffs, policy whiplash). Bottom line: more after-tax cash for many households and operators—and planning opportunities you shouldn't miss. What we cover: Individual: rate cuts made permanent, doubled standard deduction, child tax credit updates, SALT cap → $40K Business: 100% bonus depreciation (back & permanent), 20% QBI made permanent Who benefits (and common phase-outs) + timing considerations for 2025 Practical implications for investors using IRAs/LLCs and real estate owners The tradeoffs: renewable incentives pared back, deficit concerns, policy uncertainty ⚠️ Disclaimer: This episode is for informational purposes only and is not tax, legal, or investment advice. Always consult a qualified tax professional or financial advisor about your specific situation.

The Treasurer has finally clarified how the revamped plans for the new super tax will work - including how Capital Gains Tax will work...it's a template for the future, make sure you are up to speed. James Gerrard of www.financialadviser.com.au joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Final cut on the new super tax Is the gold sell-off serious? Tax consequences of renting your home* If annuities are so good...where are the deals? See omnystudio.com/listener for privacy information.

Steve Forbes warns that President Trump appears to be pushing a settlement with Russia that would jeopardize Ukraine's viability, and would jeopardize the free world—and urges the administration to change course and protect Ukraine's sovereignty.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Brad Johnson, Co-founder and Chief Investment Officer of Vintage Capital. Brad shares how mobile home park investing is quietly outperforming traditional real estate. He breaks down why this niche is attracting serious investors, the powerful tax advantages that come with it, and how it helps solve America's growing affordable housing problem all while delivering steady, long-term returns. In this episode, we chat about… Brad's journey from small rental properties to managing $3B+ in real estate deals Why mobile home parks deliver high yield and low default rates The five classes of mobile home parks and where the best opportunities are How bonus depreciation and cost segregation boost investor returns Smart due diligence tips when buying mobile home parks Why Brad shifted from operator to allocator and what that means for investors How investing in affordable housing creates both profit and purpose Key Takeaways: Mobile home parks are an underrated, recession-resistant real estate play. The stigma keeps competition low and returns strong. Tax incentives can offset a major portion of taxable income. Long-term ownership builds wealth faster than quick flips. Reliable local partners make or break success in this space. You can invest in affordable housing and still achieve strong financial growth.   Resources from Brad LinkedIn | Email  |  Vintage Capital Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

In this episode of the Massive Passive Cashflow Podcast, I sit down with investor and operator Jack Martin, Co-Founder & Chief Investment Officer of 52TEN, to break down why mobile home parks (MHPs) can be the most stable cash-flowing real estate when structured as tenant-owned homes (TOH) on leased land. From renovating SFRs and scaling multifamily to building an institutional-grade MHP platform, Jack explains the playbook: buy quality assets, stabilize, return capital, then keep the long-term coupon—with powerful bonus depreciation along the way. An Army veteran turned entrepreneur, Jack co-founded 52TEN, an Arizona-based, vertically integrated investment firm specializing in the acquisition and repositioning of mobile home parks. The firm manages 1,800 lots across 5 states with $60M in private investor capital, helping clients invest with confidence using a long-term, tax-favored strategy. Jack's broader background spans $450M+ in acquisitions/dispositions across residential and commercial assets, general contracting and development, and capital management. We discuss how to underwrite institutional-quality parks (often 100+ lots), why TOH beats POH for durability and maintenance, what markets and regulations to watch, and how agency debt (Fannie/Freddie) and expense discipline (often ~30–40%) shape returns. If you're an investor seeking durable income, low turnover, and smart tax planning, this episode is your blueprint. What You Will Learn: How Jack “tripped” into mobile home parks—and why he never looked back Why tenant-owned homes (TOH) create exceptional stability & low turnover (avg. stays can approach ~15 years) The supply reality: for every 1 park built, ~10 are redeveloped—how scarcity impacts value A simple market screen: affordability gap (median home price ≈ $300k+), plus job & population growth Regulation & rent control: why owner-friendly jurisdictions matter—and how policy affects capex and community outcomes Underwriting the deal: target lot counts, quality thresholds, and getting agency-eligible debt Expense & utilities 101: typical 30–40% expense ratios; power direct-billed; water/sewer sub-metered & billed back The 52TEN playbook: buy great assets → stabilize → refi/supplemental → return capital → hold the coupon Tax angle: how bonus depreciation can create meaningful passive losses on K-1s (consult your CPA) Who can invest (accredited only) and the minimum check size ($100k) Links & Resources: Website: https://52ten.com/ LinkedIn: https://www.linkedin.com/in/jack-martin-52ten/ Attention Investors and Agents: Are you looking to grow your business? Need to connect with aggressive, like-minded people like yourself? We have the tools, knowledge, and coaching to help you thrive and positively impact your bottom line.

David McKnight discusses one of the most destructive pieces of retirement advice he has ever heard: that you should never do a Roth conversion in retirement or within five years of retiring. Dave Ramsey believes you should forego doing a Roth conversion if you're within five years of retirement or are already retired – because of the so-called Five-Year Rule. The problem with this approach, according to David, is that Ramsey is misinterpreting what that rule actually means, in addition to confusing multiple rules and applying them to the wrong people. Ramsey's advice, continues David, encourages retirees to make choices that could cost them a fortune and taxes over time. The bigger issue, however, is the fact that Ramsey is focusing on the wrong thing – what he should really focus on is where tax rates are headed in the future. The current historically low tax rates won't last, as the U.S. national debt is on track to hit $63 trillion by 2035. If that were to happen, the U.S. Congress won't have the luxury of keeping tax rates low anymore. According to former Comptroller General David Walker, tax rates will likely need to double just to keep the Government solvent. A recent Penn Wharton study found that if the U.S. doesn't get its house in order by 2040, no combination of raising taxes or reducing spending will arrest the financial collapse of the nation. David warns that if you're still contributing to or sitting on a big tax-deferred nest egg like a 401(k) or IRA, you're setting yourself up to pay massive taxes in the future. Remember: 2035 is your Roth conversion deadline. David goes through his suggested strategies to avoid paying higher tax rates and potential penalties in the future. Something good to keep in mind is that if you're in the 0% tax bracket and tax rates double, two times zero is still zero… David sees Dave Ramsey as the go-to expert for get-out-of-debt advice, not retirement planning strategy.     Mentioned in this episode: David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Dave Ramsey David Walker Penn Wharton

Why saying NO! feels impossible, and what you can do about it.Why is it so hard for entrepreneurs to say "no"? As we debated on the latest episode of Empowering Entrepreneurs, it turns out that staying focused is often tougher than finding opportunities!Entrepreneurs are naturally solution-seekers and optimists, always believing they can solve “just one more problem.” But as hosts Julie Smith and Glenn Harper discussed, knowing when—and why—to say “no” is essential for sustainable growth and maintaining your sanity.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are key takeaways from our conversation:The Yes Syndrome: Julie opens up about her lifelong struggle with saying yes to every opportunity and the internal questions she faces: “Why can't I say no?” and “What does another yes actually change?”Opportunity Everywhere: Glenn discusses how entrepreneurs are “programmed” to see solutions everywhere—and the challenge of balancing self-belief with actual bandwidth. He compares the entrepreneurial mindset to NFL players trying to play every position—it just isn't sustainable in the long run!Delegation and Teamwork: Both Glenn and Julie explore the idea of leveraging teams and partnerships to avoid overcommitting. Building a support system isn't just smart—it's essential if you want to make a real impact without burning out.Defining Your ‘Why': Before jumping into something new, Glenn challenges listeners to ask, “Just because I can, should I?” Are you saying yes for money, ego, the thrill of a challenge, or simply to stay busy? Getting clear on your motivation helps you focus on what truly matters.Relaxation Remains Elusive: Julie and Glenn humorously discuss what it means to actually relax—a concept that seems almost mythical for most entrepreneurs. Apparently, some people do sit on boats or drink iced tea all day!Solving vs. Scaling: The conversation circles back to the risks of “solopreneur” syndrome versus building teams and systems. It's about knowing your limits, setting boundaries, and ensuring that you're not just solving endless problems but making intentional progress.Entrepreneurship isn't simply about chasing every opportunity. The real magic comes from knowing when to say no, understanding your ‘why,' and creating systems that let you make an impact without sacrificing your health or the quality of your work.Stay empowered.00:00 Delegation Enables Sustainable Productivity03:49 "Why Do Anything?"06:19 "Solving Drives Success"Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide -

Chicago faces a $1.15 billion deficit. To raise revenue, Mayor Johnson proposed a corporate head tax that would charge companies with 100 or more employees – who spend 50% of their time in Chicago – $21 per employee per month. This would raise an estimated $100 million annually and would be used to fund community safety and violence interruption. But some business leaders say it's a “job killer.” In the Loop speaks with Ralph Martire, executive director of the Center for Tax and Budget Accountability, Julie Dworkin, co-executive director of the Institute for the Public Good and Sam Toia, president and CEO of the Illinois Restaurant Association for different viewpoints on the corporate head tax. For a full archive of In the Loop interviews, head over to wbez.org/intheloop.

The Surprising Rebirth Of Belief In God was part of this summer's Big Church Festival. In the first of two festival specials, Justin shares 3 live interviews from the 'Podcast Stage'.Author Lauren Windle and agnostic journalist Ben Sixsmith share their stories of addiction recovery and searching for God. Mythologist Martin Shaw tells his miraculous conversion story and continuing quest for 'Wild Christianity'. Andy Wolfe and Andrew Ollerton explore the rise in Bible interest among Gen Z. 'Responding To The Rebirth' Conference: http://rebirthconference.net/ More info, book & newsletter: https://justinbrierley.com/surprisingrebirth/ Support via Patreon for early access to new episodes and bonus content: https://www.patreon.com/justinbrierley/membership Support via Tax-deductible (USA) and get the same perks: https://defendersmedia.com/portfolio/justin-brierley/ Give a one-off gift via PayPal: https://www.paypal.com/paypalme/brierleyjustin Buy the book or get a signed copy: https://justinbrierley.com/the-surprising-rebirth-of-belief-in-god/ Got feedback? Share it with us by emailing: feedback@think.faith Ep 25 show notes: https://justinbrierley.com/surprisingrebirth/season-2-episode-25-big-church-1 The Surprising Rebirth of Belief in God is a production of Think Faith in partnership with Genexis, and support from The Jerusalem Trust. Learn more about your ad choices. Visit podcastchoices.com/adchoices

With fears that the powerful Danish fleet would join with the French against the British, what great gamble did Horatio Nelson take? After taking the drastic decision to attack the Danish fleet in their own harbour, what challenges did Nelson and his men face? How did the bloody Battle of Copenhagen in 1801 then unfold? And, what would be the consequences of this epic naval clash for Britain, Napoleon's France, and Nelson himself? Join Dominic and Tom as they discuss the First Battle of Copenhagen, in the next dramatic phase of Nelson's triumphant, though very dangerous, career… ______ Start generating your own greener electricity for less, with £500 off Solar. Visit https://www.hivehome.com/history for more information. T&Cs apply**Output and savings varies by season, electricity usage and system size. Paid-for surplus requires an eligible SEG tariff. Offer for new customers only. Ends 17th November. Search Vanguard to find out more. When investing, your capital is at risk. Tax rules apply. _______ Twitter: @TheRestHistory @holland_tom @dcsandbrook Video Editor: Jack Meek Social Producer: Harry Balden Assistant Producer: Aaliyah Akude Producer: Tabby Syrett Senior Producer: Theo Young-Smith Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fashion isn't just functional — it's transformative. It can be a form of political speech, like when Alexandria Ocasio-Cortez made headlines in a white gown emblazoned with “Tax the Rich.” It can also be a statement of resistance, as when the Black Panthers adopted black berets, a uniform that came to symbolize unity and power. Understanding the language of fashion is key to understanding the times we live in. It's a translator for anyone trying to navigate this moment and one of the ten steps to reclaiming freedom and power as we challenge norms and assert our identity. Those of us who are pro-democracy may one day need to show who we are just as clearly. What we wear might matter more than we think. This week on Assembly Required, Stacey is joined by fashion editor and Pulitzer Prize–winning writer Robin Givhan. She breaks down how fashion reflects our culture back to us and what that reflection reveals about the political moment we're in.Learn & Do More:Be Curious: If you enjoyed my conversation with Robin, pick up her latest book, Make It Ours: Crashing the Gates of Culture with Virgil Abloh.Solve Problems: Of the 100 billion garments produced each year, 92 million tonnes end up in landfills — the equivalent of one garbage truck full of clothes every single second. To help reduce waste, be mindful of your clothing consumption and shopping habits. Before clicking “buy” on that fast fashion site for the latest trend at the cheapest price, ask yourself: Do I really need this? Can I buy it from a sustainable source? Can I thrift something similar instead? Do Good:If you have old clothes or have been meaning to clean out your closet, don't throw them away. Instead, consider donating them to those in need. Goodwill, your place of worship, or local homeless shelters are great places to start.  Get tickets to CROOKED CON November 6-7 in Washington, D.C at http://crookedcon.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.