Podcasts about Tax

In his tour of the Munich Security Conference, Governor Gavin Newsom held himself up as a global leader on policies most European nations abandoned decades ago. David and Will also discuss: the impact of the U.S. EPA's announcement that it will no longer follow the Obama-era “endangerment finding” on carbon emissions, San Francisco skier Eileen Gu's decision to represent China in the Olympics, State Senator Scott Wiener's failure to keep up with climate science, and how Newsom's Prop. 50 may silence at least one of the brightest conservative voices in the U.S. House of Representatives. Bonus: Lance Christensen breaks down Newsom's attempted takeover of the state Department of Education. Music by Metalachi.Email Us:dbahnsen@thebahnsengroup.comwill@calpolicycenter.orgFollow Us:@DavidBahnsen@WillSwaim@TheRadioFreeCAShow Notes:The Bahnsen Group Opens News Silicon Valley OfficeWill on NPR: Texas Dems are stuck on identity politics with Senate race at stakeCPC hiring: Director of development We Need to Tax the Rich. Are Unions Going About it the Right Way in California?Nobody wants to step on the gas (tax)Sam Darnold's insane California tax bill stunningly exceeds Super Bowl winningsCalifornia Jock Tax Calculator Boomer Esiason suggests barring California from Hosting Super BowlVP Vance to lead California anti-fraud task force: reportMunich Security Conference: Governor Newsom reinforces climate partnerships as Donald Trump abandons long-standing American alliesLee Zeldin's EPA Liberates American IndustryDonald Trump declares the Republican Party the pro-pollution partyWiener Watch! New bill aims to allow California AG to sue oil companies for disaster costsSoCal Edison files lawsuit over Eaton Fire, alleging LA County, other utilities are also to blameJudge clears way for mega lawsuit blaming LA and California for deadly Palisades FireEileen Gu's Terrible ChoiceKiley says he's weighing challenge to McClintock. He's already launched an opening salvo.Lance Christensen: A Strangely Good Few Weeks in EducationState Superintendent Tony Thurmond on the power struggle over public schools | California Politics 360Number of the Week: Teacher strike votes are risingTeachers Unions Get DesperateTeachers email parents demanding they don't homeschool kids – as San Francisco strike grinds into a third dayUS Secretary of Ed Linda McMahon: Teachers shouldn't have to bankroll unionsUnderstanding SFUSD's $1.4B budget: How teachers and the district come up with different numbersLAUSD will vote on layoffs amid budget challenges, declining enrollment UTLA planning documents appear to advocate for use of school resources as ‘form of resistance' against ICEGen Z are arriving to college unable to even read a sentence—professors warn it could lead to a generation of anxious and lonely graduatesUC San Diego Finds One In Eight Freshmen Lack High-School Math SkillsThe tide goes out on youth gender medicine Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we discuss the Netherlands' proposed 36% tax on unrealized capital gains, unpacking what it means to tax wealth that exists only on paper and how such a policy could force asset sales, distort investment behavior, and reshape long-term incentives for savers and entrepreneurs. For our Foolishness of the Week, we turn to North Carolina, where a local official distinguished himself as perhaps the dumbest sheriff in America. We then welcome Dave Greene for an extended conversation on health insurance, exploring how risk pooling actually works, why medical pricing feels arbitrary, how regulation and the Affordable Care Act altered incentives for insurers and patients, and why price opacity and third-party payment continue to drive costs higher across the system. 00:00 Introduction and Overview 00:31 Words and Numbers Backstage & Listener Shoutouts 04:13 The Netherlands' 36% Tax on Unrealized Gains 08:20 Who Can Afford Risk Under a Wealth-Style Tax? 12:24 Florida Snow & Strange Weather 13:39 Foolishness of the Week: The Mecklenburg Sheriff 18:54 Dave Greene Introduction: Health Insurance Insider Perspective 21:36 Why Health Insurance Feels So Frustrating 24:05 Is the System Designed to Make You Give Up? 27:32 Why Health Care Prices Stay Hidden 34:13 The $1,600 MRI vs. $200 MRI Problem 41:38 Negotiating Medical Bills (Yes, You Can) 43:36 The Affordable Care Act and Incentive Distortions 47:24 Health Insurance Profit Margins Explained 50:45 1950s Health Care vs. Today's Innovation 53:48 Why Insurance Companies Get the Blame 57:26 Medicare vs. Private Insurance Subsidies 01:01:35 Guest Outro and Closing Thoughts Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's cold in the studio again, but TJ is hot especially coming back Monday from Valentines Day weekend with Mrs. Trout. Then TJ complains about Tax season, and why they can't just make it simple ha! The wind is coming so beware, and lastly Gaba talks about bills that passed and failed. All this and more on News Radio KKOBSee omnystudio.com/listener for privacy information.

It is a considerable achievement to be selected to represent your school, province, or country at a major event, but sometimes it will come with an obligation to fund part of the travel expenses. It is therefore not uncommon for fundraising projects to be created to pay towards such expenses, and these can take many forms: raffles, events, online crowdfunding pages etc. But what, if any, are the tax implications? Lester Kiewit speaks to Andre Bothma, founder of Irhafu. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Curious? Watch Our Money Makeover Bootcamp!Ready? Buy Our Simplified Budget System Now!Tax season is here, budget besties—and while it might not be anyone's favorite, it is inevitable. In this episode, Shayna and Vanessa walk you through a simple, step-by-step plan for what to do with your tax refund (or what to do if you owe), so the money doesn't disappear the second it hits your account.We talk about why refunds often vanish without a plan, how “I'll pay it off when the refund comes” keeps you stuck in a behind cycle, and how to use your budget to decide what comes first. You'll learn how to choose between the three main refund options—debt, savings buckets, or a splurge—based on what your real life and your full-year budget actually need.Plus, two pro tips: what to consider if you're getting a big refund every year (hint: it may be time to revisit withholding), and how to prepare now if you owe taxes so next year doesn't feel so painful.The goal? For your tax return to feel like a bonus—not the thing holding your whole financial year together.Let's Take Our Relationship To The Next Level:1️⃣ Facebook Group ➡︎ budgetbesties.com/facebook2️⃣ Be on the Podcast ➡︎ budgetbesties.com/livecall3️⃣ Private 1-on-1 Coaching. ➡︎ budgetbesties.com/coachingThis podcast is for educational and informational purposes only and is not personal financial, legal, or tax advice.This description may contain affiliate links, meaning we may get a commission at no cost to you if you click & purchase.Click here to view our privacy policy.

Feeling overwhelmed? You don't need more hustle—you need a game plan. In this episode, Eric Green sits down with Dr. Rick Wells of Baystate Financial to break down the GAME PLAN framework for getting unstuck, focused, and moving forward with intention. They talk mindset, identity, discipline, and why real progress starts with who you become—not just what you do. If you're scaling a practice, rethinking your direction, or drowning in noise, this episode will help you reset and execute—one step at a time.Contact Rick Wells at rwells@baystatefinancial.com.Download the free The Tax & Accounting Professional's Playbook by Eric and Dr. Wells here: https://taxrepllc.com/playbook.

Governor Mike Kehoe wants to eliminate Missouri's income tax. It was a major part of his state of the state address, and Republican lawmakers largely support the plan. Tax experts, though, have questions.

NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting undertrained staff on the phones, backlogs that aren't getting resolved, and one practitioner who made 25 calls on a single issue without ever getting an answer. They also dig into the bipartisan push for minimum preparer standards, NAEA's win on Oregon licensing, and why Jennifer thinks managing client expectations around social security, tips, and overtime is going to be one of the biggest challenges of the season.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (03:55) - Jennifer's Journey (05:55) - Selling a Tax Practice the Smart Way: Timing, Systems, and Profitability (08:36) - What NAEA Offers: Community Support, Web Board, and Member Resources (09:54) - IRS Service Breakdown: Phone Lines, Staffing Losses, and Backlog Reality (12:43) - Real-World IRS Call Horror Stories: POA Issues, Callbacks, and TAS Limits (15:09) - Returns & Refunds: E-File Works—But Humans and Paper Still Slow Everything (16:34) - Managing Client Expectations in a Misinformation Tax Year (20:32) - Pricing Your Expertise: Value Billing, Fee Schedules, and Getting Paid for Knowledge (26:30) - Why Community Matters + The Accounting Today Webinar Recap (28:43) - Tax season prep: new laws, IRS notices & online accounts (30:59) - DC advocacy + NAEA Fly-In (May 5–6): what to expect (32:05) - Minimum standards for paid preparers: the bipartisan push (34:50) - Why regulation matters: tax gap, weak enforcement & bad actors (41:18) - State battles: Oregon licensing surprise + Minnesota win (48:09) - Join NAEA: member benefits, volunteering & community (51:07) - Wrap-up: upcoming topics and tax-season sendoff Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

In this episode, Ryan Burklo discusses the complexities of taxes in retirement, challenging the common myth that individuals will be in a lower tax bracket after they retire. He emphasizes the importance of planning for tax implications on income streams and the necessity of tax diversification to maximize after-tax income. Through examples, he illustrates how different investment strategies can impact tax liabilities and overall financial health in retirement. Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Related episode Ryan mentioned in podcast: https://www.builtforlifenotjustwealth.com/episode-252-how-do-taxes-work/   #BuiltForLifeNotJustWealth #taxes #retirement #taxbrackets #incomestreams #taxdiversification #RothIRA #financialplanning #wealthmanagement #retirementplanning #after-taxincome Takeaways The myth of lower tax brackets in retirement is often misleading. Planning for tax implications is crucial for retirement income. Most people focus on accumulation rather than distribution planning. The IRS does not refund poor financial planning decisions. Tax diversification can significantly affect retirement income. Roth accounts can provide tax-free income in retirement. Understanding tax brackets is essential for effective retirement planning. Effective tax rates can be lowered through strategic withdrawals. It's important to consider both accumulation and tax strategies. Maximizing after-tax income should be a priority in retirement planning.   Chapters 00:00 Understanding Taxes in Retirement 02:20 Analyzing Income and Tax Brackets 05:55 Tax Allocation and Diversification Strategies 08:18 Maximizing After-Tax Income in Retirement

「確定申告きょうからスタート　スマホでe-Taxにマイナポータル連携…高橋英樹さん「あっという間に終わりました」」　2025年分の確定申告の受付が16日から全国で始まりました。48年連続で受付初日に申告しているという俳優の高橋英樹さん夫妻は、2026年はスマートフォンなどから申告できる「e-Tax」に「マイナポータル」を連携して体験しました。高橋英樹さん：無事終わりました。家から申告できるのは信じられない。非常に早くできてあっという間に終わりました。「e-Tax」の利用者は7割を超えていて、マイナポータルを連携すると給与や医療費、ふるさと納税などのデータが自動入力され、より簡単に申告することができます。申告の受付は3月16日までです。

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Dr. Friday shares a positive IRS update: some notices can now be handled through a digital correspondence portal. She explains how uploading your response can reduce mail delays and help the IRS reply faster. 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. IRS digital correspondence update in 2025: this is actually a positive. Just like everything else in the world, we’re getting more AI and getting more computerized, and the IRS is finally catching up to this. There is a portal now that you can use to upload your communication for a number of different IRS letters that you might receive. So if you’ve received a CP504B for your business, you can go on there and you can upload your correspondence, which you don’t have to worry about snail mail, which means it should get responded to faster. If you need help with any of your IRS issues, call me, 615-367-0819. 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.

With tax season fast approaching, many Canadians are already wondering what they should be doing right now to avoid stress, delays, or costly mistakes later on. From organizing paperwork to understanding new rules and deciding whether to file on your own or get professional help, it can all feel overwhelming. Geneviève Mottard, President and CEO of the Ordre des CPA du Québec, spoke to Andrew Carter.

A bipartisan bill introduced last month by California state legislators would create a tax credit to offset the cost to farmers of paying overtime, and a new American Farm Bureau Market Intel Report says Chapter 12 farm bankruptcies increased for the second year in a row.

A high stakes Federal Court case between Coles and the consumer watchdog is getting underway, which could dramatically reshape what Australians pay at the checkout.The ACCC is accusing the supermarket giant of ripping off customers with "illusory" or fake discounts: hiking prices for a short period of time, before dropping them for their "Down Down" promotion.Coles claims the price rises were justified, citing high inflation and supplier demands.  The federal treasurer still isn't ruling out changes to the capital gains tax discount on investment properties.Officials from the treasury department have all but confirmed they've provided options to the government about how to reduce spending and improve equality in the housing market. Jim Chalmers has again downplayed the possibility of changes but says generational inequality is a key focus of the government.Meanwhile new opposition leader Angus Taylor has written to the Prime Minister requesting a bipartisan taskforce be set up... to find areas to trim in the upcoming budget. Skier Matt Graham has headlined day nine of the Winter Olympics for Australia, claiming bronze in the dual mogul skiing in Livigno. Elsewhere, 16-year-old Ally Hickman has qualified for the final of the women's slopestyle although 2022 bronze medallist Tess Coady missed out.And snowboarders Josie Baff and Adam Lambert have fallen just short of adding to Australia's medal tally, finishing fourth in the big final of the mixed team cross.

How India Can Stop Global Capital From Leaving Its Markets? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Ananth Narayan Gopalakrishnan, Former Whole Time Member of SEBI, to decode the real reasons behind capital flight from India, rising FPI/FII outflows, and what reforms could make India's capital markets more globally competitive.India's growth story remains strong. Domestic mutual fund inflows are at record highs. Retail investor participation has exploded from 4 crore to over 14 crore investors. Yet foreign portfolio investors have been pulling money out. Why?Is it valuations?Tax policy?Market structure?Global geopolitics?Or friction in how foreign capital enters and exits India?In this deep, data-backed conversation, we explore:• The demand–supply mismatch in Indian equity markets• Record domestic mutual fund flows vs IPO supply• Why valuation pockets may discourage foreign investors• The role of derivatives and index options in market liquidity• Retail trading losses and financial stability concerns• Capital gains tax and whether India should adopt residence-based taxation• How tax neutrality across asset classes could rebalance capital allocation• Should India allow more outward investments to reduce valuation pressure?• What SEBI can do to reduce friction for global institutional investorsFor professionals in finance, consulting, investing, startups, or policy, this episode provides a structural understanding of India capital markets, foreign portfolio investment trends, and the future of global capital flows into India.If you track FII selling, FPI data, Nifty, Sensex, SEBI reforms, mutual fund flows, IPO markets, bond markets, or India's economic policy, this conversation connects the dots.India is not short of capital — but is it structured correctly?Are we making it easy for global capital to stay?And what changes could unlock the next decade of sustainable market growth?Watch till the end for a powerful framework on how India can balance domestic investor growth with long-term global capital participation.If you found this valuable, share it with colleagues in finance, investment, consulting, and policy.Subscribe for sharp conversations on markets, regulation, and the future of India's economy.#IndiaStockMarket #CapitalFlows #SEBI #FII #IndianEconomy #TheCoreReport #TheCore

Host: Heidi HatchGuests: Maura Carabello, Exoro Group; Curt Bramble, former Utah state senatorHappy Valentine's Day. We're halfway through the session, it's Presidents' Day weekend, and it's the anniversary of Utah women's right to vote. U.S. House approves the SAVE America Act as GOP makes election bill pushUtah Reps. Kennedy, Moore, Maloy, and Owens all voted in favor.Sen. Mike Lee has 49 votes so far in the Senate.UTAH LEGISLATUREUtah lawmaker proposes HB 392, Unlicensed Driver Amendments, heads to the Senate. As described by HB 136 sponsor Rep. Matt MacPherson, R-West Valley City, the bill is aimed at addressing the rising number of crashes caused by unlicensed drivers.Utah wants to remove marriage tax penalties. New bill would limit tax credits for unmarried individuals in an attempt to incentivize marriage. Tax penalties present an obstacle to married households, which threatens the best foundation for kids to have good life outcomes, according to Rep. Melissa Ballard, R-North Salt Lake. Should Utah third graders struggling with reading be held back a year? ‘Constitutional court' three-judge panel bill takes on new amendments. Utah's digital ID program, “digital bill of rights,” could lead the nation in privacy framework. Utah forces Chinese company to sell motorsports park in Tooele County.SIGNATURE GATHERING WINS AND LOSSES• Ben McAdams says he is the first to get the needed 7,000 signatures to make it on the ballot.• Prop 4 repeal signature gathering in 11th hour. Signatures must be turned in by Sunday, Feb. 15.• Salt Lake County tax referendum fails.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On the phone-in: It's income tax season. Tax specialist Jennifer Dunn takes your questions about what you have to declare and what you can claim.

Dr. Friday explains that IRS relief options may be available when taxpayers face hardship, disasters, or serious processing delays. She recommends documenting issues and getting help when resolving a case with the IRS becomes difficult. 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. IRS protocol updates: IRS relief options in 2025 may include expanded criteria for taxpayers impacted by economic hardship, natural disasters, or just delay in IRS processing. Keep in mind the IRS is basically closed for almost two to three months, and even now it’s difficult to get information. Now they will not say if you can’t reach someone on the phone that that’s a good reason for hardship, but you could put together a decent case of explaining how many times you called, how many times you got misinformation, or maybe no information because the person answering the phone doesn’t know. You need help with that? 615-367-0819. 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.

In this episode, panelists from EY's Tax and Climate Change and Sustainability (CCaSS) practices share insights about changes made by the One Big Beautiful Bill Act (OBBBA) to charitable-giving rules and examine how companies can advance business objectives and philanthropic commitments while complying with the new rules.

Marking 5 months since Charlie Kirk's execution on Sept 10, 2025, at Utah Valley University, Stew dismantles the Zionist cover-up shielding his killers. JD Sharp joins Stew to discuss the illusion of American democracy exposed by the latest Epstein files drop. Trump shows up over 38,000 times, linked to unspeakable crimes against kids, with survivors naming him directly in assaults.  

In this episode of the Independent Dealer Podcast, hosts Jeff Watson and Luke Godwin break down essential strategies for maximizing tax season sales at your dealership. Tax season is your biggest opportunity of the year—but only if you execute properly.What You'll Learn:How to mine your database for approved-but-not-delivered customersWhy increasing down payments during tax season creates better dealsCollection strategies to maximize cash flow when customers have moneySmart inventory management to avoid running out of stockThe importance of maintaining processes even when you're slammed6 Tax Season Tips:Mine your database for previous approvals and conditionsTighten up and increase down payment requirementsAggressively collect on your portfolio when customers have cashPlan inventory ahead to avoid running out of carsManage cash flow carefully during high-volume sales periodsDon't let volume break your processes and best practicesThis isn't just about selling more cars during tax season—it's about selling BETTER cars to BETTER customers while improving your cash position.Support the businesses that support the podcast:Buckeye Risk Services - Reinsurance, tax planning, and long-term wealth strategies built specifically for independent dealers.https://theindependentdealer.com/buckeyeBlytzPay - Buy Here Pay Here payment processing with fast funding, text-to-pay, and real dealer-focused support.https://theindependentdealer.com/blytzpayIturan GPS - GPS and payment technology for BHPH and retail dealerships focused on asset protection, recovery tools, and customer management.https://theindependentdealer.com/ituranFollow & Connect: Website: www.theindependentdealer.comEmail: info@independentdealer.comFacebook Group: @independentautogroupLuke Godwin: @lukegodwinJeff Watson: /sendtojeffwLike, subscribe, and share this episode with another dealer who needs to maximize their tax season results.

In this episode of Excess Returns, we sit down with Pete Hecht of AQR to break down portable alpha, capital efficient portfolio construction, and how investors can combine equity beta with truly diversifying sources of alpha. We cover how portable alpha works in practice, how it solves the funding problem for alternative strategies, and why implementation details like leverage, liquidity, and financing costs matter more than most investors realize. If you're interested in diversification, long short investing, managed futures, equity market neutral strategies, or improving total returns without giving up equity exposure, this discussion provides a practical and detailed framework.Main Topics CoveredWhat portable alpha actually is and how it differs from traditional stock bond alternative portfoliosHow portable alpha combines equity beta exposure with unconstrained long short alphaThe funding problem with alternatives and how portable alpha solves itTurnkey implementation versus separating alpha managers and beta overlaysThe role of equity market neutral, managed futures, and multi strategy approachesWhy private equity and private credit are poor candidates for portable alphaLong short leverage versus long only leverage and how to think about riskTarget volatility, risk models, and stress testing leveraged portfoliosFinancing costs in futures markets and how higher interest rates affect strategiesHow to evaluate portable alpha using excess returns, tracking error, and tail riskTax aware implementation and after tax returnsWhy mutual funds are not obsolete for active long short strategiesThe importance of asking whether a view is already priced into valuationsTimestamps00:00 Why you cannot eat a risk adjusted return02:12 Defining portable alpha and the problem it solves03:55 Portable alpha versus traditional balanced portfolios06:54 The funding problem with diversifying alternatives09:00 How portable alpha works in practice13:05 What types of alpha strategies work best16:35 Managed futures and crisis alpha19:49 Simplicity versus complexity in implementation21:46 Why private equity and private credit do not work in portable alpha24:15 Understanding leverage and risk management29:18 Target volatility and portfolio construction34:52 Stress testing and lessons from COVID and 202235:01 Risks and financing costs of portable alpha38:50 Interest rates and leveraged strategies39:07 Identifying hidden beta and volatility laundering46:08 Introducing AQR Fusion Funds50:25 Evaluating performance versus the benchmark53:17 Tax efficiency in long short mutual funds57:29 Is your view already priced in

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe 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 

In this special deep dive episode, Peter is joined by his Carta Insights colleague Hamza Shad to unpack the operational reality of running a venture fund. They leave behind portfolio performance metrics to focus entirely on the business of the fund itself.Peter and Hamza break down the data from Carta's inaugural Fund Economics report. They analyze how much capital GPs are actually committing to their own funds, why anchor LPs are taking larger stakes, and whether the industry standard "2 and 20" fee structure is actually holding up.They also discuss the hidden costs of fund operations, from legal fees to audits, and why the 2022 vintage is deploying capital slower than its predecessors. Plus, they answer audience questions on recycling capital, managing lines of credit, and why marking up SAFEs on SAFEs is a red flag for LPs.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:00:00 – Intro: The business of the fund02:30 – GP Commit: How much skin in the game?04:40 – Why PE managers commit more than VCs05:58 – The rise of the Anchor LP10:38 – Capital Calls: Timelines and delays15:30 – Why the 2022 vintage is deploying slowly19:53 – Is "2 and 20" still the standard for fees?23:00 – Carry benchmarks across fund sizes25:40 – The rarity of preferred returns in VC27:00 – Operating Expenses: Legal vs. Tax costs28:58 – Why audits are becoming mandatory31:33 – The danger of marking up SAFEs33:22 – Managing Manco expenses35:24 – Q&A: When to call capital41:35 – Q&A: Valuation methodology and stale marks44:18 – Q&A: Secondaries and recycling capital47:58 – Q&A: Thesis drift49:28 – OutroThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2026 eShares, Inc., dba Carta, Inc. All rights reserved.

WBS: Only Love No H8 #348 -- The gang is at it again. Brimstone is joined by his wing-man Alex DaPonte and Brim's wife Danielle as they chat about San Francisco's recent March for Billionaires, Alex professes his disdain for the current tax bracket system, and they argue about Warren Buffett and his philanthropy. They discuss Valentines Day, and Fashion Week NYC. They discuss the Half-time show, how Bad Bunny was incredible, and how Puppy Bowl's viewership well surpassed Kid Rock's pre-taped and lip-synched show. Brim explains what gets Within Brim's Skin.

Holy Bondi! Following a recap of Attorney General Pam Bondi's surreal Congressional hearing, we dive into this week in the Trump Regime, including: ICE agents are flowing into Western Wisconsin; Trump immigration officials testify before the U.S. Senate with a potential DHS shutdown looming; And, U.S. House approves Brian Steils' “show your papers” voter suppression bill to cause chaos in the 2026 Elections. New research finds climate change is making the Great Lakes' winters shorter, but future tracking will be harder as the Trump regime scrubs climate change data. We discuss packed PSC hearings where the vast majority of attendees asked them to reject a special electricity deal devised by We Energies for Data Centers. But will the PSC listen to the people? We also talk about a new Legislative Republican bill that would slow the revolving door between the PSC and big utilities. We close with a discussion of the negotiations between Governor Evers and Legislative Republican leaders on the $2.5 billion surplus.

Most of your daily life runs on Black innovation and you don't even know the names. That's not just “history class trivia.” That's power. Because when you don't know who built the system, you don't learn how to build your own.This episode is a Black History Month Series spotlight on Frederick McKinley Jones the man tied to the refrigeration units you see on top of semi trailers. The “reefers.” The reason food can move across the country without turning into trash. The reason supply chains evolved. The reason modern life feels “easy” in ways we take for granted.And the bigger message is uncomfortable: over time, inventions go mainstream and we forget who created them. Then we forget that invention, innovation, and ownership are literally how America got built. We lose the hunger to create. We lose the respect for builders. And we start living inside systems we didn't design.So I'm challenging you in this one: be your own innovator. In your business, in your household, in the way your family runs. Write down the processes that make life smoother. Trace where they came from. Learn the history. Because the moment you understand how systems get built, you stop being a passenger in your own life.Watch on YouTube: https://youtu.be/yEvqSVMdqiAAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

The information we provide is our opinion and not necessarily that of our firm or this platform. We provide general information on the podcast, not any customized investment advice. Nothing should be construed as financial, tax, or legal advice. You should consult with your own professionals about your personal situation. In this episode, Kris Flammang kicks off the first Confident Retirement Podcast episode of 2026 with Colin Habig and Armando Faucy-Smith to break down the new tax laws and what actually matters for real people and real business owners. Tax headlines can feel like noise, so this conversation slows things down, translates the big changes into plain English, and highlights the planning opportunities hidden in the fine print. ➤ What You'll Learn → The estate tax exemption update and why it matters for long-term wealth transfer → SALT deduction changes and who may benefit → Charitable deduction updates and how strategy matters more than ever → Trump Accounts for kids and why people are paying attention → Retirement contribution changes and why business owners should take note → Bonus depreciation returning and what it means for growing companies → New senior deductions and the income limits to watch

A new county tax proposal is on the table — and it's being sold as a solution. But when you dig into the details, serious questions start to surface.This measure wouldn't just increase taxes. It comes with policy conditions that could restrict how law enforcement operates and limit local control over public safety decisions. So who really gains? And who carries the burden?In this episode, we break down the numbers, the strings attached, and the long-term implications. We examine whether this proposal truly serves residents — or whether it expands government authority without delivering measurable returns.Click the link and press “Comment on Legislation.”https://online.co.pierce.wa.us/cfapps/council/iview/proposal.cfm?proposal_num=O2026-501Local government works best when citizens show up. A few minutes of your time can make a real difference in shaping the outcome.Don't assume someone else will speak up. If you care about the future of Pierce County, now is the time to engage and comment NO against this proposal.

Dr. Friday explains that the IRS may send letters asking you to verify your identity after a return is filed. She warns that ignoring these notices can delay processing and prevent refunds from being released. 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. And yes, the IRS is expanding. In fact, I can probably say five, maybe even eight of my people got love letters saying something like, you need to verify your information. A tax return was filed, but we need to confirm it is you who filed it. This is the kind of information you’re getting. Those are not fraudulent letters. And if you have not responded, they will not process that tax return, which means if you filed it, you get a letter and you don’t respond to them, you’ll never get the refund, or you’ll not get proof that it was received on time. You need to respond, and if you need help, go to our website, which is 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.

Trump's named 38,000+ times in the Epstein files he swore to release—yet he lies, obstructs, attacks Massie, and buries millions more pages to hide his pedophile accomplice role. Full truth exposes the child-sacrifice network he protects at all costs. They murdered Charlie Kirk with a military-grade exploding lavalier mic rigged by insiders who sold him out for rejecting Israel's blood money – forget the 30-06 fairy tale, John Bray is dismantling it piece by piece with motion mapping, explosive gas analysis, shrapnel forensics, and custom ballistic dummies that replicate the exact brain-stem-killing blast.  

What happens when AI starts cutting audit bills? Blake and David unpack KPMG's push for a 14% fee cut from Grant Thornton, Botkeeper's shutdown versus Pilot's “AI accountant,” and how agents like Claude are already doing real client work. You'll hear why entry-level roles are vanishing, what tax pros need to know about the IRS's new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit's Tax Day album.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - KPMG's AI-Driven Audit Fee Reduction (00:28) - Welcome to the Accounting Podcast (00:53) - Blake's First Time at the Waste Management Open (02:00) - John Summit: From Accountant to DJ Superstar (04:39) - John Summit's Accounting-Themed Album (09:44) - Earmark CPE: Easy CPE Credits for Accountants (12:34) - The Rise and Fall of AI Bookkeeping Startups (24:48) - Pilot's Autonomous AI Accountant (26:50) - Partnering with Accounting Firms (29:59) - AI in Bookkeeping and Accounting (33:33) - Impact of AI on Accounting Jobs (40:27) - Trump's $10 Billion Lawsuit Against the IRS (44:40) - IRS Updates and Tax Pro Accounts (49:53) - KPMG's AI Acquisition (51:14) - Airlines Save Millions with Weight Loss Drugs (52:58) - Conclusion and CPE Information  Show NotesKPMG pressed its auditor to pass on AI cost savings https://www.irishtimes.com/business/2026/02/06/kpmg-pressed-its-auditor-to-pass-on-ai-cost-savings/Botkeeper is Closing Its Doors https://www.cpapracticeadvisor.com/2026/02/09/botkeeper-is-closing-its-doors/177677/Botkeeper shuts down https://www.accountingtoday.com/news/botkeeper-shuts-downAnthropic AI Tool Sparks Selloff From Software to Broader Market https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-toolAI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? https://www.cnbc.com/2026/02/06/ai-anthropic-tools-saas-software-stocks-selloff.htmlPilot launches fully autonomous AI bookkeeper https://www.accountingtoday.com/news/pilot-launches-fully-autonomous-ai-bookkeeperPilot Rolls Out Fully Autonomous AI Accountant https://www.cpapracticeadvisor.com/2026/02/04/pilot-rolls-out-fully-autonomous-ai-accountant/177453/Pilot Unveils AI Accountant https://pilot.com/blog/pilot-unveils-ai-accountant-a-major-leap-toward-artificial-general-intelligence-in-accountingStartup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accountinghttps://www.cpapracticeadvisor.com/2026/02/05/startup-accrual-officially-launches-with-75m-in-funding-to-bring-ai-native-automation-to-accounting/177600/Tax platform Accrual launches with AI automation support for all forms https://www.accountingtoday.com/news/tax-platform-accrual-launches-with-ai-automation-support-for-all-formsAccrual Launches with $75 Million to Bring AI-Native Automation to Accountinghttps://www.businesswire.com/news/home/20260205968515/en/Accrual-Launches-with-$75-Million-to-Bring-AI-Native-Automation-to-AccountingGoldman Sachs leads $75 million funding round for Fieldguide, an AI-native accounting and audit platformhttps://fortune.com/2026/02/02/goldman-sachs-fieldguide-accounting-cpa-ai-software-platform-venture-capital/Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms' Agentic AI Capabilitieshttps://www.cpapracticeadvisor.com/2026/02/02/fieldguide-raises-75m-series-c-round-to-boost-audit-and-advisory-firms-agentic-ai-capabilities/177323/Fieldguide Raises $75M Series C from Goldman Sachs to Help Audit and Advisory Firms Grow with Agentic AIhttps://www.globenewswire.com/news-release/2026/02/04/3232133/0/en/Pilot-Unveils-AI-Accountant-A-Major-Leap-Toward-Artificial-General-Intelligence-in-Accounting.htmlTrump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak https://www.cnbc.com/2026/01/29/trump-sues-irs-and-treasury-for-10-billion-over-leak-of-tax-records.htmlTrump sues IRS and Treasury Department for $10 billion over leaked tax records https://www.nbcnews.com/politics/donald-trump/trump-sues-irs-treasury-department-10-billion-leaked-tax-records-rcna256626Trump Sues Treasury and IRS for $10 Billion Over Tax Data Leak https://www.taxnotes.com/featured-news/trump-sues-treasury-and-irs-10-billion-over-tax-data-leak/2026/01/30/7txmzKPMG Brings Aboard AI Development Platform PrivateBlok https://www.cpapracticeadvisor.com/2026/02/09/kpmg-adds-ai-development-platform-privateblok/177729/KPMG acquires PrivateBlok, team will support AI developments https://www.accountingtoday.com/news/kpmg-acquires-privateblok-team-will-support-ai-developmentsKPMG Bolsters AI Product Development Function...

David McKnight explores one of the most fascinating and misunderstood topics: Retirement planning annuities. In the article Annuitization Puzzles, Economics Nobel Prize winner Richard Thaler tries to answer a deceptively simple question: If annuities are so good at protecting retirees from outliving their money, why don't more people buy them? Thaler, one of the founding fathers of behavioral economics, coined the phrase "the annuity puzzle" to describe a striking contradiction between theory and real life. According to traditional economic models, the rational choice would be for retirees to annuitize at least some portion of their wealth – yet, only very few Americans go out and buy a pure life annuity. The answers to this contradiction are almost entirely psychological. Loss aversion, loss of control, complexity and distrust, fear of disinheriting errors, underestimating longevity risks are the key reasons why that happens. David points out that most retirees believe they won't live as long as they actually will;they underestimate the probability of living into their 90s. "The Annuity Puzzle exists because economics assumes we're rational, while real retirees behave like human beings. They're  driven by emotions, fears, and biases, not economic data," says David. Remember not all annuities are created equal. David touches upon the key differences between immediate and fixed index annuities. Did you know that, while they aren't stock market replacements, fixed index annuities (FIAs) make for excellent bond alternatives? Furthermore, FIAs do resolve the flexibility and liquidity concerns many retirees face.   In his book Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement, David discusses what he considers the most powerful innovation in the annuity space today – he shares more about it in this episode. What he discusses isn't the old single premium immediate annuity you may be familiar with… rather, he illustrates a modern retirement income engine that blends the science of risk pooling with the tax-free advantages of Roth planning.     Mentioned in this episode: David's new book, available now for pre-order: The Secret Order of Millionaires David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight 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 Annuitization Puzzles by Richard Thaler, Shlomo Benartzi, and Alessandro Previtero S&P 500 Penguin Random House

It's Q&A Wednesday: You ask 'em, we'll answer—and today's episode covers the questions investors actually wrestle with when markets get noisy. Lance Roberts & Danny Ratliff start with a preview of upcoming economic reports and what recent data may be signaling about slowing growth and the next bout of market volatility. From there, we dig into real portfolio decisions—especially for investors heading into retirement—including how to think about allocation changes, managing risk, and avoiding the behavioral traps that derail long-term outcomes. Lance & Danny also hit the big evergreen topics: recency bias, whether there's truly a “one stock to own forever,” what buffered ETFs do (and don't) protect you from, and the mechanics behind the bond yield / interest-rate relationship. We also tackle timely portfolio choices like metals, tax-deferred vs. taxable accounts, seasonality, foreign currency trades, and how to invest in individual bonds. We wrap with practical tradeoffs around high-yield savings, the reality of beating the market consistently, and a broader discussion on growth modeling—plus a curveball question: Is AI going to take our jobs? 0:00 - INTRO 0:19 - Economic Reports Preview: More Weakness? 4:59 - Markets Do What They Do - More Volatility? 11:04 - How Should I Change My Portfolio Going Into Retirement? 17:48 - Dealing with Recency Bias 21:04 - The One Stock to Own Forever 24:20 - The Thing About Buffered ETF's 28:19 - Inverse Relationship Between Bond Yields vs Interest Rates 34:10 - Metals: Selling Today? 35:50 - Tax-deferred vs Taxable brokerage Accounts 39:16 - Using Seasonality When Investing 40:48 - Dealing with Foreign Currency Trades 44:00 - How to Invest in Individual Bonds? 47:01 - The Pro's & Con's of High Yield Savings 48:11 - Do You Consistently Beat the Market? 53:36 - Defining Magnitude and Modeling Growth 55:31 - Is AI Going to Take Our Jobs? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=6sI0zNQTCyE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Seasonality: Buy Signal And Investing Outcomes" https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Duct Tape & WD-40 Your Portfolio Together," here: https://youtube.com/live/EsweZ6GtMvI?feature=share -------- The latest installment of our new feature, Before the Bell, "Market Rotation Keeps Stocks Flat," is here: https://youtu.be/8iyhck2LBpY ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #SectorRotation #TreasuryYields #Volatility #QandAWednesday #RetirementInvesting #MarketVolatility #BondMarket #TaxPlanning

Tether Tools makes the entire tethering workflow easy. From cables to accessories, everything is designed to work together right out of the box. But they also make workstations. Their new AeroTrac is a compact, lightweight workstation you can customize with accessories for your specific workflow. Built for photographers, it works just as well for audio, video, and podcasting setups. Check it out at tethertools.com/aerotracNow saving when you shop for your favorite gear at B&H Photo is even easier with the B&H Payboo Credit Card which lets you Save the Tax — you pay the tax, and B&H pays you back instantly! Terms apply, learn more at http://bhphoto.com/payboo. Credit card offers are subject to credit approval.Payboo Credit Card Accounts are issued by Comenity Capital BankA few weeks ago, Jordan Drake challenged Chris Niccolls and Jaron Schneider's historical camera pricing knowledge with a test: are cameras actually more expensive now than they were 10 or more years ago? The answer was mostly no, but it got them thinking... was the same the case for lenses? em>Check out PetaPixel Merch: store.petapixel.com/ We use Riverside to record The PetaPixel Podcast in our online recording studio.In This Episode:00:00 - A very jetlagged intro14:52 - Despite Nikon's lawsuit, Viltrox says it isn't adjusting its product roadmap plans17:12 - OM System's new camera is an astro-focused OM-321:43 - Zeiss Aatma T1.5 primes are small, fast, and extremely expensive25:29 - Nikon posts huge losses27:59 - Fujifilm had record-high profits and Canon's camera business grew, too30:46 - Viltrox's first L-mount lens is the 16mm f/1.831:57 - Canon announced two new wide-angle lenses37:20 - Canon's new limited edition G7 X mark III looks great, but you'll probably never own one40:15 - Ricoh Pentax is releasing a limited edition camera strap made from recycled train seats42:59 - Are lenses actually more expensive now?1:03:50 - What have you been up to?1:08:30 - Check out the Exposure Festival in Calgary1:11:07 - Tech Support1:32:23 - Feel Good story of the week

Ep. 116: Pastor Dale Dalman on Visiting the Midwest's Largest Immigration Detention Center   Noah has a conversation with Pastor Dale Dalman on his visits to North Lake Processing Center in Baldwin, MI, the Midwest's largest immigrant detention center. Dale shares as a pastor from a biblical, non-partisan perspective on what's happening with ICE, immigrant arrests, what our laws are and how they're used, and the process immigrants go through at detention centers.    Dale Dalman is a retired missionary and pastor with the Evangelical Covenant Church denomination. He served as a missionary to Venezuela and senior pastor to a Hispanic church in Michigan. He currently serves with the Clergy on Patrol program with the Grand Rapids Police Department and is Mayor Pro Tem of the city of Rockford, MI. He's been married to his wife Sheryl for 43 years and has 3 married children and 7 grandchildren. He has a bachelor's degree from Moody Bible Institute and a master's degree from Calvin Theological Seminary.    Take 7 minutes and listen to the recent NPR story of Pastor Dale's visits to the immigration detention center.   Listen to Noah's interview with World Relief and the Evangelical Immigration Table's Matthew Soerens on Understanding Immigration from a Biblical Perspective   Advocate for Immigrants and Refugees with World Relief of the National Association of Evangelicals   Noah's blog: A Biblical Understanding of Romans 13, "Let everyone be subject to the governing authorities..."   You can give to Dale's ministry at North Lake via his Venmo account @Dale-Dalman - this money goes toward gift cards for families, clothing, train and bus tickets, and detainees' accounts.    You can also watch this episode on YouTube: https://youtu.be/4RtQb7E_jFI   Flip Side Notes: Join an upcoming Beyond the Battle online group at www.beyondthebattle.net   Support Flip Side sponsor Angry Brew by using promo code FLIP at angrybrew.com or fivelakes.com to pick up some Angry Brew or Chris' Blend coffee at 10% off.   Get a free month of Covenant Eyes at www.covenanteyes.com using promo code BEYOND   Get a free month of Accountable2You keyword accountability: a2u.app/beyond (do not use “www”)   Your recurring gifts make Noah's ministry & The Flip Side possible. Get some sweet swag by becoming a patron at www.patreon.com/noahfilipiak – includes exclusive access to Noah's episode commentary, interaction, and email access. (Not tax-deductible)  Tax-deductible recurring gifts can be given at www.noahfilipiak.com/give.      Purchase Beyond the Battle and Needed Navigation by Noah Filipiak.

It's Q&A Wednesday: You ask 'em, we'll answer—and today's episode covers the questions investors actually wrestle with when markets get noisy. Lance Roberts & Danny Ratliff start with a preview of upcoming economic reports and what recent data may be signaling about slowing growth and the next bout of market volatility. From there, we dig into real portfolio decisions—especially for investors heading into retirement—including how to think about allocation changes, managing risk, and avoiding the behavioral traps that derail long-term outcomes. Lance & Danny also hit the big evergreen topics: recency bias, whether there's truly a "one stock to own forever," what buffered ETFs do (and don't) protect you from, and the mechanics behind the bond yield / interest-rate relationship. We also tackle timely portfolio choices like metals, tax-deferred vs. taxable accounts, seasonality, foreign currency trades, and how to invest in individual bonds. We wrap with practical tradeoffs around high-yield savings, the reality of beating the market consistently, and a broader discussion on growth modeling—plus a curveball question: Is AI going to take our jobs? 0:00 - INTRO 0:19 - Economic Reports Preview: More Weakness? 4:59 - Markets Do What They Do - More Volatility? 11:04 - How Should I Change My Portfolio Going Into Retirement? 17:48 - Dealing with Recency Bias 21:04 - The One Stock to Own Forever 24:20 - The Thing About Buffered ETF's 28:19 - Inverse Relationship Between Bond Yields vs Interest Rates 34:10 - Metals: Selling Today? 35:50 - Tax-deferred vs Taxable brokerage Accounts 39:16 - Using Seasonality When Investing 40:48 - Dealing with Foreign Currency Trades 44:00 - How to Invest in Individual Bonds? 47:01 - The Pro's & Con's of High Yield Savings 48:11 - Do You Consistently Beat the Market? 53:36 - Defining Magnitude and Modeling Growth 55:31 - Is AI Going to Take Our Jobs? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=6sI0zNQTCyE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Seasonality: Buy Signal And Investing Outcomes" https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Duct Tape & WD-40 Your Portfolio Together," here: https://youtube.com/live/EsweZ6GtMvI?feature=share -------- The latest installment of our new feature, Before the Bell, "Market Rotation Keeps Stocks Flat," is here: https://youtu.be/8iyhck2LBpY ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #SectorRotation #TreasuryYields #Volatility #QandAWednesday #RetirementInvesting #MarketVolatility #BondMarket #TaxPlanning

David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00)Show Notes:Dividend And Growth Stocks For An Overvalued Market With David Alton ClarkTaking Profits For Yield And Growth With David Alton ClarkRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this episode of Splitting Heirs, partners Beth Shapiro Kaufman, National Chair of Private Client Services and Trusts and Estates Chair, and Kristin V. Taylor join host Warren K. Racusin to discuss the One Big Beautiful Bill through a tax and estates lens. They talk about  "permanence" in the tax law while explaining the new estate and income tax benefits in OB3. Kaufman, Taylor, and Racusin elaborate on and debunk some of the bill's hot topics, including no tax on tips, no tax on social security benefits, SALT deductions, QSBS, and the 2/37ths rule. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Beth Shapiro Kaufman, Partner, National Chair, Private Client ServicesKristin V. Taylor, Partner, Tax, Private Client Services

Most people think refinancing is about timing interest rates. It's not. It's about preparation.In this episode of 2026: The Year to Advance (Part 2), Mo and Andrew break down what it actually means to be refinance ready. Instead of chasing headlines or hoping rates drop, they walk through a practical readiness playbook designed for high-income households and business owners who want flexibility, leverage, and better long-term outcomes.You'll learn why cash-flow resilience matters more than a lower rate, how underwriting readiness determines who gets the best terms, and why decision rules prevent costly mistakes when the window opens. They also cover common debt structure traps, what lenders really do when rates fall, and how business owners should think about the purpose of capital in a changing rate environment.This is not a “refinance now” episode and it's not a “wait for perfect rates” episode. It's about positioning. When you are prepared, you can move quickly without being reckless and hold with confidence when the math doesn't work.If 2026 is your year to advance, this episode will help you stop reacting to rates and start making intentional, strategic decisions.Follow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.

Hosts Kevin Headland and Macan Nia recently sat down with John Natale, Head of Tax, Retirement & Estate Planning Services at Manulife, to unpack: • The real world trade offs between registered retirement savings plans (RRSPs) and tax-free savings account (TFSAs); • Why successor holder designations can spare families tax and paperwork; • A time sensitive spousal RRSP contribution opportunity after a death; • Cross border (U.S.) TFSA considerations; • Using segregated funds as a liquidity “cash wedge” after death; and • Why the value of financial advice extends far beyond portfolio returns. Take a listen for practical, plain language insights you can bring to client conversations today.

Tonight on The Stew Peters Show, Jeff Berwick joins me to expose how Bill Gates, Epstein, and their demonic cabal plotted pandemics since 2011 for trillion-dollar profits, laundered billions through the Gates Foundation, obsessed over gene-editing Africans while testing deadly jabs on black kids, and engineered COVID as a global blood sacrifice ritual. Joining me tonight is E. Michael Jones to blow the lid off the Zionist Super Bowl psyop that's erasing the Epstein files proving our leaders are kid-eating pedophiles dragging us into nuclear war for Israel against Iran, ready to wipe out our troops. Epstein's alive, still eating child jerky in hiding. Files prove PizzaGate, Zorro Ranch kid farms, human jerky shipments, and acid baths—this cannibal network runs bolder than ever.

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau discuss the launch of the third edition of the Retirement Planning Guidebook and respond to audience questions on tax planning and retirement strategy. They explain what's new in the latest edition, explore tax-efficient planning concepts including Roth conversions, and unpack key issues such as drawdown strategies and preferential income stacking. The conversation also touches on potential future tax changes, offering practical insights to help listeners make more informed retirement planning decisions.   Takeaways The third edition of the Retirement Planning Guidebook is shorter and more affordable. Tax maps are included in the new edition of the book. Roth conversions can be beneficial even if taxes are paid from an IRA. Preferential income stacking can significantly impact tax rates. Future tax legislation is uncertain, and planning should follow current laws. Blending distributions from different accounts can optimize tax efficiency. Roth conversions should be considered based on individual tax situations. Beneficiary considerations can influence the decision to convert to Roth IRAs. It's important to understand effective marginal tax rates for better planning. Avoid pulling money from IRAs to invest in taxable accounts. Chapters 00:00 Introduction and Overview 01:44 Book Launch Insights 09:09 Tax Planning Questions Begin 11:26 Drawdown Order and Legacy Planning 12:41 Roth Conversions and Tax Implications 15:32 Preferential Stacking Explained 18:14 Future Tax Legislation Predictions 20:57 Roth Conversions and Tax Payments 23:29 Beneficiary Considerations for Roth IRAs 26:38 Strategic Drawdown Planning 30:12 Navigating Tax Strategies for Retirement Spending   Links

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the launch of their new retirement planning book, The Peace of Mind Pathway, and why they felt compelled to create a clearer, more practical approach to Retirement Planning. After years of working with families approaching or already in Retirement, they saw a recurring challenge: people could be great savers yet still lack Retirement confidence. This episode explains how a truly holistic financial planning approach helps connect the dots between investments, income, taxes, healthcare, and legacy—so you can truly plan for retirement with clarity and purpose.Listen in to learn about how Peace of Mind Wealth Management designed a comprehensive Retirement financial plan that goes beyond investments and focuses on real-life decision-making. From Income planning in retirement and Tax planning strategies to Medicare planning, Long term care planning, Estate planning, and Social Security planning, Radon and Murs break down the Peace of Mind Pathway framework that helps families retiring comfortably and working toward a goal to secure your retirement.In this episode, find out:Why a retirement planning book focused on holistic planning is critical for today's retireesHow the Peace of Mind Pathway ties together risk management, income, taxes, healthcare, and legacyWhat role Required minimum distributions play in your overall Retirement financial planHow to think through early retirement strategy decisions, including healthcare before MedicareWhy having a connected team matters when planning retirement and following a retirement checklistTweetable Quotes:“Retirement isn't just about having money—it's about having clarity, confidence, and a plan that works together.” — Radon Stancil“Good savers often feel the most anxiety because they don't know what questions to ask when planning retirement.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Once your portfolio crosses $5 million, the game changes. Growing your money is no longer the hard part... protecting it is. Tax mistakes that used to feel like small inefficiencies can quietly turn into six-figure problems that compound throughout retirement.This episode breaks down the tax strategies that actually matter once you're in high-net-worth territory. With multiple account types, portfolio income pushing you into higher brackets, and large pre-tax balances creating future RMD and Medicare risks, the way you withdraw money becomes far more important than how much you've saved.The focus here isn't how to minimize taxes this year. It's how to reduce your lifetime tax liability. James covers intentional tax-bracket filling, when Roth conversions help and when they backfire, why asset location matters more as portfolios grow, how capital gains planning really works, and how charitable strategies can dramatically improve after-tax outcomes. Doing Roth conversions the wrong way can cost nearly seven figures, shown by James' sample case study, helping you see that a disciplined approach creates meaningful long-term gains.If you have $5 million or more invested, this is about control. Control over when you pay taxes, which accounts you pull from, and how much of your wealth you actually get to keep.-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!

In Matthew 9, Jesus collides head-on with a religious system that knew how to label people but had no power to restore them. Tax collectors, sinners, the sick, the ceremonially unclean, the blind, and the demonized were all considered beyond hope by Pharisaical Judaism. Their suffering was seen as deserved, their condition permanent, and their future sealed. But Jesus does something shocking. He calls Matthew out of a condemned identity. He eats with sinners the system had already judged. He corrects fasting that was rooted in religious performance rather than relationship. He restores a woman who had been isolated for twelve years because her body didn't work. He responds to Jairus, who risks his position and reputation by turning to the very Messiah the establishment rejected. He opens the eyes of blind men who see Him clearly while the religious leaders remain blind. And He delivers a demonized man whom the system could not help and instead accused. Matthew 9 reveals a powerful truth. Religious systems focus on outward conformity but cannot change the heart. They demand performance, enforce masks, and leave people trapped in hopeless cycles of behavior. Jesus does not come to repair that system. He fulfills the Mosaic Law and exposes Pharisaical Judaism as bankrupt, replacing it with a kingdom marked by mercy, restoration, and real transformation from the inside out. The question this passage leaves us with is simple but unsettling. Are we living under a system that teaches us to perform and pretend, or are we following a Savior who restores what religion has rejected? Hashtags #Matthew9 #JesusRestores #RejectedByReligion #GraceOverPerformance #GospelTruth #Kingdo

From the archive: This episode was originally recorded and published in 2023. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Robert Gauvreau is the founder of Gauvreau: Accounting, Tax, Law and Advisory, an 8-figure professional services firm working exclusively with entrepreneurs to save tax, make more money, and build wealth. Top 3 Value Bombs 1. Spend your money on what's truly necessary. 2. If you have kids, put them on payroll. They deserve it. 3. Be strategic with timing when spending or reinvesting. It can save you a lot on taxes. Transform tax burden into savings - Gauvreau CPA Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Cape - A privacy-first mobile carrier, built from the ground up with security as the priority. If you care about protecting your digital life without giving up your smartphone, Cape makes that possible. Visit Cape.co/fire and use code FIRE for 33% off cape for 6 months today! Quo - The #1-rated business phone system on G2 with over 3,000 reviews! Try QUO for free PLUS get 20% off your first 6 months when you go to Quo.com/fire! Quo — no missed calls, no missed customers.

Owen Benjamin joins Stew to discuss Charlie Kirk's betrayal and murder, linking it to the Epstein files cover-up by elite international pedophiles.

Owen Benjamin joins Stew to discuss Charlie Kirk's betrayal and murder, linking it to the Epstein files cover-up by elite international pedophiles.