Podcasts about Tax

Steve Forbes breaks down why California's endless high speed rail boondoggle is even worse than people think, and why it needs to be scrapped yesterday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

   Join us for a fascinating discussion with retired Air Force Colonel Dr. Jessica Servey, who shares her remarkable journey into military medicine. As a family physician and a leader in medical education, Dr. Servey offers an insider's view into the dynamic world of military healthcare. Her unexpected entry into the Air Force, sparked by an encounter during a cancer charity run, set the stage for a distinguished career that includes experiences at Spangdahlem Air Base during the Kosovo War and a deployment to Oman post-9/11. Dr. Servey's reflections illuminate the unique challenges and rewarding opportunities encountered by military physicians.       Our conversation also highlights the academic development within the military health system, with a focus on the role of academic appointments for military personnel at the Uniformed Services University. Dr. Servey explains the significance of these appointments for career advancement and credibility, both in military and civilian roles. She offers practical insights into the academic appointment process, encouraging early engagement to support academic careers and ensure alignment with civilian standards. This alignment not only enhances individual career prospects but also bolsters the reputation of the military health system.      In our exploration of military-academic career progression, we discuss the various roles and opportunities available to maintain and enhance academic appointments. Dr. Servey shares how the flexibility of USU supports military commitments while offering continuity across different postings. We also discuss the importance of understanding academic terminology for those considering a transition to civilian academia. This episode provides valuable insights for anyone interested in the intersection of military service and medical education, with stories that blend the personal and professional experiences of a dedicated military physician.   Chapters: (00:03) Military Medicine Career Path (08:07) Academic Appointment Process in Military Medicine (23:15) Military-Academic Career Progression in Medicine (35:07) Academic Promotion and Faculty Development   Chapter Summaries: (00:03) Military Medicine Career Path Retired Air Force Colonel Dr. Jessica Servey shares her journey into military medicine and her experiences as a family physician and leader in graduate medical education.   (08:07) Academic Appointment Process in Military Medicine Academic development in military health system, USU appointment process, and benefits of maintaining academic credentials.   (23:15) Military-Academic Career Progression in Medicine USU offers flexibility and opportunities for military personnel to maintain and enhance academic appointments, with potential for transition to civilian roles.   (35:07) Academic Promotion and Faculty Development" Academic promotion complexities, diverse pathways, continuous learning, and supportive resources for faculty at military medical facilities.   Take Home Messages: Military Medicine Career Pathways: The episode highlights the diverse and unexpected pathways into military medicine, emphasizing the importance of academic appointments for military physicians. These appointments not only enhance individual career prospects but also contribute to the overall credibility and effectiveness of the military health system. Academic Development in the Military: Listeners gain insights into the process of aligning military and civilian academic standards, which is crucial for maintaining credibility and opening up opportunities for military personnel transitioning to civilian roles. The importance of early engagement with the academic appointment process at institutions like the Uniformed Services University is underscored. Balancing Military and Academic Roles: The episode provides practical advice on how military personnel can sustain and enhance their academic appointments despite their commitments. Flexibility offered by military academic institutions, such as online electives and virtual grading, supports ongoing academic growth while accommodating military duties. Transitioning to Civilian Academia: For those considering a shift to civilian academic roles, understanding academic terminology and aligning with civilian standards is essential. The episode discusses the parallels between military and academic promotion processes, illustrating how military achievements can translate into academic success. Leadership and Continuous Learning: The episode emphasizes the importance of continuous learning and adaptation in both military and academic settings. It discusses the complexities of academic promotion, the role of leadership skills, and the value of faculty development workshops in fostering a sense of unity among diverse educational specialties.   Episode Keywords: Military medicine, academic growth, Dr. Jessica Servey, War Docs podcast, Air Force, medical education, USUHS, family physician, Kosovo War, military health system, Uniformed Services University, military to academia transition, combat medicine, medical career, military physicians, podcast episode, medical leadership, academic appointments, civilian transition, online electives, faculty development   Hashtags: #MilitaryMedicine #AcademicGrowth #WarDocsPodcast #DrJessicaServey #MedicalEducation #AirForceMedicine #CombatToClassroom #USUHS #MilitaryAcademia #PodcastEpisode   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

Tax attorney John Hyre joins Jimmy Atkinson to discuss advanced tax mitigation strategies for high-net-worth investors. From Puerto Rico residency to self-directed IRAs, Trump Accounts, Roth conversions, and ROBS, John shares practical insights on how investors can minimize their tax burden while avoiding costly mistakes. In this episode, you'll hear why John believes Roth conversions — when done correctly — are one of the most powerful planning tools available, and why he urges extreme caution with Rollover Business Startups (ROBS). He also explains the opportunity presented by the newly created Trump Accounts, the benefits of living and working in Puerto Rico, and the common compliance traps that can trip up investors. Show notes & summary: https://opportunityzones.com/2025/09/john-hyre-359/

Mark 2:13-17 (ESV)Andrew, Isack, and Edwin discuss Jesus's meal with the tax collectors and sinners. If we want to be with Jesus, we have to admit we're sinners.Read the written devo that goes along with this episode by clicking here.    Let us know what you are learning or any questions you have. Email us at TextTalk@ChristiansMeetHere.org.    Join the Facebook community and join the conversation by clicking here. We'd love to meet you. Be a guest among the Christians who meet on Livingston Avenue. Click here to find out more. Michael Eldridge sang all four parts of our theme song. Find more from him by clicking here.   Thanks for talking about the text with us today.________________________________________________If the hyperlinks do not work, copy the following addresses and paste them into the URL bar of your web browser: Daily Written Devo: https://readthebiblemakedisciples.wordpress.com/?p=22588The Christians Who Meet on Livingston Avenue: http://www.christiansmeethere.org/Facebook Page: https://www.facebook.com/TalkAboutTheTextFacebook Group: https://www.facebook.com/groups/texttalkMichael Eldridge: https://acapeldridge.com/ 

While on the golf course with his son, David McKnight got asked a question, by a couple of men in their early 70s, every pre-retiree and retiree wonders at some point: “What's the biggest mistake people make when preparing for retirement?” Many people spend their entire career saving money in tax-deferred accounts like 401(k)s and IRAs. As that balance grows larger every year, it's easy to get the illusion that all that money belongs to you, while a larger portion actually belongs to the IRS.  How much of that sum you ultimately get to keep depends on what tax rates happen to be in the year you take that money out. David believes that the #1 mistake you can make in retirement is failing to plan for taxes. Remember: if you arrive in retirement with the vast majority of your wealth sitting in tax-affirmed accounts, you've put yourself in a position where the government gets to decide what percentage of your money you actually get to keep. Keep deferring, as you know you'll be in a lower tax bracket in retirement, has been traditional wisdom for quite some time, but the math doesn't work out anymore. David touches upon the repercussions of the increasing tax rates caused by the nation's skyrocketing and unfunded obligations. His recommended step is to start shifting money from tax-affirmed to tax-free accounts. David discusses the approach you should take and reminds you that retirement isn't just about how much money you've saved… it's about how much of that money you actually get to spend.     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

In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. From jobs data revisions and labor supply challenges to the Fed's upcoming rate decisions, productivity, AI, and the outlook for portfolios, this episode is packed with insights advisors and investors can use right now.Key TakeawaysJobs revisions: Recent downward adjustments highlight slowing payroll growth.Labor market: Supply shortages are keeping unemployment low despite weak hiring.Productivity: AI may boost output, but inequality risks remain.Fed policy: There's a debate on whether cuts would stimulate the economy or actually drag it down.Tax refunds: 2025 policy changes could deliver a stimulus-like boost.Global opportunities: International equities could benefit from a weaker dollar.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Dr. David Kelly:• Website: Dr. David Kelly• LinkedIn: Dr. David KellyQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comDisclosure: Dr. David Kelly is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.#FactsVsFeelings #CarsonGroup #DavidKelly #MarketOutlook #FedPolicy #InvestingPodcast #ExcelConference #Economy2025

Discover how geo-arbitrage can double your investing power without requiring a raise, career change, or lottery win! In this episode of the BiggerPockets Money Podcast, Mindy Jensen and Scott Trench are joined by Daniel Mills to explore how remote workers can live lavishly on a middle-class salary by strategically leveraging location differences. This isn't just about moving somewhere cheaper - it's about unlocking a completely different financial trajectory through smart geographic choices. Daniel shares his journey to financial independence while living in Japan, breaking down his simplified investment portfolio, dramatically lower cost of living, and the tax strategies that allowed him to write off six-figure incomes. From navigating international investing challenges to discovering unique real estate opportunities, Daniel's story demonstrates how living abroad can accelerate your path to FIRE in ways you might never have imagined. This Episode Will Cover: How geo-arbitrage can double your investment power on the same income Daniel's path from English teacher to international real estate investor Simplified investment strategies that work from abroad Tax advantages and write-off opportunities for expats Real-world cost of living comparisons between Japan and the U.S. Practical challenges of investing internationally and how to overcome them Cultural integration strategies for successful expat living Whether geo-arbitrage is right for your FIRE journey And SO much more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Forbes calls out the disgraceful educational practice known as "equity grading" which is contributing to the dumbing down of schools and students, and calls to restore teachers' power to control the classroom without fear of intimidating lawsuits, while making school administrators personally responsible for how well their schools perform.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Reacting to Toby Mathis' video on '3 Ways to Be Your Own Bank', in particular, his presentation on infinite banking. Caleb Guilliams go through what he got right and what he got wrong as well as filling in the gaps for the areas his missed.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault0:00 - Intro 1:07 - Reaction begins3:21 - Tax free growth is wrong 5:32 - High commissions 8:56 - Grows at 10%? 13:14 - The death and living benefits of whole life insurance ______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

As sweeping US tax reform takes effect in 2025, corporate taxpayers face important changes. These include extensions of and modifications to key Tax Cuts & Jobs Act (TCJA) provisions as well as expansion of some Inflation Reduction Act (IRA) incentives while accelerating the phase-out of others. In this episode we provide an overview of the key corporate provisions and dive into the related accounting and financial reporting implications. In this episode, we discuss:03:24 – Extensions and modifications of TCJA domestic tax laws13:42 – Extensions and modifications of TCJA international tax laws24:03 – Changes to IRA energy credits29:30 – Other provisions (e.g., endowments, charitable deductions)33:19 – Global tax implications and Pillar Two39:25 – What's ahead for corporate tax policy and accounting for income taxes For more information, check out our publications, Accounting for 2025 US tax reform and President Trump signs H.R. 1, the “One Big Beautiful Bill Act”. You can also listen to our related podcast episode, Sustainability now: Facing IRA and clean energy credit uncertainty. Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop. About our guests Jennifer Spang is PwC's National Office income tax accounting leader, specializing in tax accounting under US GAAP and IFRS. She has over 25 years of experience helping companies in a variety of industries navigate complex tax accounting matters. Pat Brown is PwC's National Tax Office Co-Leader. Prior to joining PwC, he spent 16 years in the private sector, including as the director of tax policy for a Fortune 50 company. Pat has also served in the US Treasury's Office of Tax Policy as an attorney-advisor and as Associate International Tax Counsel. About our guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Mark 2:13-17 (NKJV)Andrew, Isack, and Edwin consider Jesus calling Levi the tax collector. Read the written devo that goes along with this episode by clicking here.    Let us know what you are learning or any questions you have. Email us at TextTalk@ChristiansMeetHere.org.    Join the Facebook community and join the conversation by clicking here. We'd love to meet you. Be a guest among the Christians who meet on Livingston Avenue. Click here to find out more. Michael Eldridge sang all four parts of our theme song. Find more from him by clicking here.   Thanks for talking about the text with us today.________________________________________________If the hyperlinks do not work, copy the following addresses and paste them into the URL bar of your web browser: Daily Written Devo: https://readthebiblemakedisciples.wordpress.com/?p=22577The Christians Who Meet on Livingston Avenue: http://www.christiansmeethere.org/Facebook Page: https://www.facebook.com/TalkAboutTheTextFacebook Group: https://www.facebook.com/groups/texttalkMichael Eldridge: https://acapeldridge.com/ 

Gen Z are increasingly open to faith, and a new breed of evangelist is reaching them. Justin speaks to 3 content creators reaching young people through social media, YouTube and hip-hop music. Jon McCray (aka 'WhaddoYouMeme') and Ruslan KD share why so many online influencers are talking about Christianity, while hip-hop artist Street Hymns shares how 'battle rapping' allows him to share the gospel in urban spaces. '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 21 show notes: https://justinbrierley.com/surprisingrebirth/season-2-episode-21-the-new-evangelists-jon-mccray-ruslan-kd-amp-street-hymns 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

Summary In this episode of Ditch the Suits, we dive into the complex history and current challenges of Social Security, especially in light of the recently passed "One Big Beautiful Bill Act" (OBBB). Follow along as we clarify misconceptions, explain the evolution of Social Security, and discuss the impact of new legislation on benefits and taxation. Key Points Covered Historical Context: Social Security began in 1935, with tax collection starting in 1937. Originally, both employers and employees paid 1% on the first $3,000 of annual wages (about $65,000 in today's dollars). Life expectancy at the time was much lower, so few people actually received benefits. Evolution of the Program: Over time, Social Security expanded to cover more groups (spouses, widows, disabled workers, etc.) and introduced earlier retirement ages. Tax rates and the taxable wage base have increased dramatically—taxes are now 6.2% each for employees and employers, applied to income up to $176,100. Taxation of Benefits: Social Security benefits were not taxed until 1983 (Reagan administration), when up to 50% became taxable. In 1993 (Clinton administration), this increased to 85% for higher-income retirees, with the income threshold ($44,000 for married couples) never indexed for inflation. Today, many retirees pay taxes on their benefits, not just the wealthy. Political Dynamics: The program has become a political football, with changes often made for popularity rather than sustainability. Expansions in coverage and benefits were often followed by delayed tax increases to fund them. Current Issues & OBBB: The OBBB is said to give wealthy seniors a $30 billion tax break, potentially making Social Security insolvent a year earlier and risking benefit cuts of up to 24%. Every election cycle brings renewed debate about Social Security's solvency and future. Takeaways Social Security's structure and funding have changed drastically since its inception, often in response to political pressures and demographic shifts. Taxation on benefits and the lack of inflation adjustment for income thresholds have broadened the impact on retirees. The new legislation (OBBB) is controversial, with arguments about its effect on the program's solvency and fairness. The next episode will explore the specific provisions of the OBBB and clarify common misunderstandings about Social Security.

Ethan is the CEO of Exponential Freedom, Ethan's drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.Learn more: https://theexponentialfreedom.com/The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual's situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-tax-mitigation-strategies

Ethan is the CEO of Exponential Freedom, Ethan's drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.Learn more: https://theexponentialfreedom.com/The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual's situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-legal-tax-reduction-for-high-net-worth-individuals

Top Stories for September 16th Publish Date: September 16th PRE-ROLL: From The BG AD Group Studio, Welcome to the Gwinnett Daily Post Podcast. Today is Tuesday, September 16th and Happy Birthday to B.B. King I’m Peyton Spurlock and here are your top stories presented by KIA Mall of Georgia Jam Across Georgia to host health fair in Norcross Braselton Library hosting book sale Tax litigation firm Wiggam Law opens new office in Gwinnett All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen and subscribe! Break 1: Kia MOG STORY 1: Jam Across Georgia to host health fair in Norcross Jam Across Georgia is bringing the energy this October with “Fall Into Fitness,” a free community event focused on health, movement, and connection. Happening Oct. 4 from 10 a.m. to 2 p.m. at Lucky Shoals Recreation Center in Norcross, the event promises something for everyone—free health screenings (thanks, Gwinnett Health Department), Red Cross demos, wellness vendors, and live DJs to keep the vibe upbeat. Feeling extra motivated? Join the $25 dance fitness session featuring Zumba, Hip Hop, Caribbean Dance, and Afrobeats. Register at jamacrossgeorgia.org or call 404-654-3589. STORY 2: Braselton Library hosting book sale Love books? The Friends of the Braselton-West Jackson Library are hosting their massive book sale Sept. 18-20, and it’s a treasure hunt for readers. Swing by the Braselton Police and Municipal Court building from 9 a.m. to 5 p.m. on the 18th and 19th, or 9 a.m. to 4 p.m. on the 20th. Here’s the deal: fill a bag of books for $8 or a box of books for $14—bags and boxes provided. Cash, cards, and checks are all good. Proceeds go straight to supporting the library’s programs and collections. Oh, and parking? Free at the Braselton deck. Don’t miss it! STORY 3: Tax litigation firm Wiggam Law opens new office in Gwinnett Wiggam Law, a firm known for tackling tough federal and state tax cases, has set up shop in Gwinnett County. Their new office, at 3790 Holcomb Bridge Road, Suite 101 in Peachtree Corners, marks a big step outside of downtown Atlanta. Why the move? To work more closely with Gwinnett clients and stay ahead of shifting tax enforcement trends. The firm handles everything from IRS collections to audit defense, penalty abatement, and even innocent spouse relief—helping taxpayers face the messiest situations with confidence. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: GWINNET FAIR STORY 4: EXPLORING GWINNETT'S HISTORY: Gwinnett County Veterans Memorial Museum preparing for 20th anniversary Did you know Gwinnett has its own veterans museum? Tucked inside the first floor of the Gwinnett Historic Courthouse in Lawrenceville, the Gwinnett County Veterans Memorial Museum (GCVMM) is a hidden gem. It’s free, volunteer-run, and packed with over 4,000 artifacts honoring those who’ve served since 1776. The museum’s story is as rich as its collection. It started in 1989 as a small military display, born from a mission to preserve the courthouse and the graves of eight soldiers from the Creek Indian War. After years of effort, it officially opened on Veterans Day 2005. Now, 20 years later, GCVMM is celebrating its anniversary on Nov. 11 from 3–6 p.m. at the Historic Courthouse. Expect patriotic demos, speakers, and tours. It’s free, it’s meaningful, and it’s a chance to honor history. See you there! STORY 5: From Ada Twist to Rosie Revere: New hands-on exhibit inspires young problem-solvers at Children's Museum of Atlanta Things are about to get very curious at the Children’s Museum of Atlanta. Starting Sept. 20, they’re unveiling a new traveling exhibit: “The Questioneers: Read. Question. Think. PLAY!”—a hands-on, life-sized dive into Andrea Beaty and David Roberts’ beloved book series. Kids (and let’s be honest, probably some adults too) can step into Miss Lila Greer’s classroom and join Ada Twist, Scientist; Rosie Revere, Engineer; Iggy Peck, Architect; Sofia Valdez, Future Prez; and Aaron Slater, Illustrator. Build bridges with Iggy, fly Rosie’s Cheese Copter, or dream big in Ada’s thinking chair. It’s all about curiosity, creativity, and, yes, a little failure along the way. Running through Jan. 4, 2026, this bilingual exhibit (English and Spanish) is packed with STEM, art, and civic lessons—plus a whole lot of fun. Find it at 275 Centennial Olympic Park Dr. NW. More info? Head to childrensmuseumatlanta.org. STORY 6: 4-H Farm Friends — A Gwinnett County Fair tradition for more than 3 decades Logan, a sixth-grader with a heart for animals, has always been drawn to anything with fur, feathers, or scales. At his first 4-H event, he spent the day doting on baby ducklings, goats, and sheep—each lovingly named, of course. This year, 4-H Farm Friends is back at the Gwinnett County Fairgrounds, running through Sept. 21. For just $1, visitors can cuddle baby chicks, meet cows like Moolan and Ellie May (who turns five on Monday!), and even hang out with goats—new this year. For Logan and his mom, Misty, 4-H is more than animals—it’s community. Pam Bloch, a 4-H leader for 17 years, says the program is about more than cute animals. “We’re teaching kids where their food, clothes, and milk come from,” she said. “It’s hands-on learning they don’t always get in urban areas.” And for Logan? It’s pure joy. STORY 7: Police arrest suspect in North Gwinnett Co-Op burglary A Clarkston man, already serving time in a work-release program for burglary convictions, is now facing fresh charges tied to last month’s break-in at the North Gwinnett Co-Op’s Second Blessings Thrift Store in Buford. Lavan Hickman, 38, was charged with burglary and second-degree criminal damage to property after investigators determined he left the Gwinnett County Correctional Institute on work release before committing the Aug. 19 crime. Surveillance footage showed someone smashing a window with a rock to enter the store, causing over $10,000 in damages. Stolen items included a cash box, money bags, and a Sony camera. Kim Phillips, the co-op’s executive director, expressed heartbreak but also compassion. We’ll have closing comments after this. Break 4: Ingles Markets Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: www.ingles-markets.com  www.kiamallofga.com #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations See omnystudio.com/listener for privacy information.

Most of you know the tax benefits of real estate. But what about Oil & gas?In this week's episode, I sat down with Troy Eckard of ECKARD enterprises to explore how oil & gas fits into most portfolios.Troy W. Eckard has four decades of oil and gas expertise and Since 2019, his company Eckard enterprises has deployed $1 billion in capital across mineral rights, working interests, and the second-largest natural gas pipeline in the Gulf of Mexico. We cover:Tax benefits: How oil & gas can offset W-2 income (a rare advantage).Risk vs. reward: What you really need to know about cash flow and market cycles.Diversification: Why non-correlated assets are key to long-term stability.Healthy allocation: Where does energy investing fit in a balanced portfolio?Investor mindset: Why “don't let the tax tail wag the dog” is a rule to remember.If you've ever wondered whether energy investing belongs in your portfolio—or how to avoid common pitfalls—this episode is a must-listen.

Ethan is the CEO of Exponential Freedom, Ethan's drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.Learn more: https://theexponentialfreedom.com/The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual's situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-legal-tax-reduction-for-high-net-worth-individuals

Ethan is the CEO of Exponential Freedom, Ethan's drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.Learn more: https://theexponentialfreedom.com/The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual's situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-tax-mitigation-strategies

In this live Q&A session, Wade Pfau, Alex Murguia, and Bill Bengen discuss the intricacies of safe withdrawal rates in retirement, focusing on the relevance of the 4% rule, the impact of inflation, and the importance of investment strategies. They explore various topics including the significance of account types, the risks associated with stock picking, and the necessity of adjusting withdrawal rates based on market conditions and personal circumstances. The conversation emphasizes the need for a tailored approach to retirement planning, considering factors like tax efficiency and rebalancing strategies.   Takeaways Inflation is a significant risk in retirement planning. The 4% rule is not a fixed rule and can vary. Longer planning horizons require lower withdrawal rates. Account types affect the net amount available for withdrawal. Stock picking can be risky and is not recommended for most. Market conditions can influence safe withdrawal rates. Adjusting withdrawal rates in response to inflation is crucial. Understanding current vs. synthetic withdrawal rates is important. Annual reviews of withdrawal plans can help manage risks. Tax efficiency should be considered in withdrawal strategies.   Chapters 00:00 Introduction to Safe Withdrawal Rates 05:30 Understanding Account Types and Withdrawals 09:25 Small Caps and Future Performance 15:10 Annual Review of Withdrawal Plans 19:36 Immediate Actions in High Inflation 21:22 Customizing Withdrawal Strategies 22:55 Tax Considerations in Withdrawals 23:44 Withdrawal Strategies from a Multi-Fund Portfolio 26:45 Replacing Micro Caps in Portfolios   Links Get Bill Bengen's New Book – A Richer Retirement Want to dive deeper into the research behind the 4% rule and how retirement income planning has evolved? Bill Bengen's new book, A Richer Retirement, is now available—visit bengenfs.com to learn more and get your copy.

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  ✅ Financial planning for high income earners is more than just choosing an investment account — it's about protecting your income, reducing taxes, and building a legacy. In this episode, Wallis Tsai, founder of Above Board Financial, shares her insider knowledge from Wall Street and years of advising physicians on how to make smarter, safer financial decisions.Doctors, dentists, and high-income professionals are often targets of bad financial advice — but Wallis explains how the right insurance strategies for physicians can be the difference between financial freedom and costly mistakes.She answers questions like:Do you really need disability insurance or long-term care coverage?When is whole life insurance a smart move vs. a sales pitch?How can you create a tax-efficient investing strategy that fits your career stage and personal goals?This episode is packed with wealth planning for physicians, how to evaluate your current insurance coverage, and how to avoid the traps that smart, high-achieving professionals often fall into. Wallis breaks it all down with clarity — whether you're just out of residency or planning early retirement.If you're searching for financial literacy for high income professionals, a better approach to legacy planning, or simply tired of one-size-fits-all advice, this conversation offers actionable insights to take control of your future.

In this episode, Paul is joined by SFG's new advisor Lance Chisum for a candid review of a Dave Ramsey video on housing and post-divorce financial decisions. Together, they unpack the caller's circumstances, substantial home equity, low-rate mortgage, and the possibility of a HELOC, while questioning whether Ramsey's quick advice fully addresses the bigger financial picture. Paul and Lance highlight what's missing: tax planning opportunities, liquidity strategies, retirement contributions, and vital insurance protection. They also explore the emotional side of money, from staying in a home for sentimental reasons to making choices influenced by future relationships. Drawing on Lance's decades of experience, the discussion contrasts the limitations of financial “counseling” with the depth of true financial advising. The episode ultimately underscores why tailored, goal-focused advice matters far more than one-size-fits-all solutions. -- Timestamps: 00:00 – Introduction: reviewing a Dave Ramsey video 01:40 – Mortgage, equity & HELOC breakdown 03:40 – Debt redeployment and emotional decisions 06:10 – Where Ramsey's advice falls short 08:00 – Divorce, remarriage & housing considerations 09:50 – Tax exclusions & planning opportunities 12:10 – Overlooked factors: retirement & insurance  4:30 – Financial counseling vs. real financial advising -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Tax credits: on or off? Solar projects: full speed ahead, paused, or scrapped entirely? Depending on the day, the headlines have been wildly different. We sit down with one of the local leaders in the solar sector to discuss what's going in with the second Trump administration -- what that means for workers in the solar industry, what that means for homeowners, for businesses, and more.Our guest:Kevin Schulte, CEO of Greenspark Solar---Connections is supported by listeners like you. Head to our donation page to become a WXXI member today, support the show, and help us close the gap created by the rescission of federal funding.---Connections airs every weekday from noon-2 p.m. Join the conversation with questions or comments by phone at 1-844-295-TALK (8255) or 585-263-9994, email, Facebook or Twitter. Connections is also livestreamed on the WXXI News YouTube channel each day. You can watch live or access previous episodes here.---Do you have a story that needs to be shared? Pitch your story to Connections.

Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digital creators. They discuss the compliance headaches ahead with retroactive implementation but no updated forms until 2026. The conversation shifts to serious concerns about proposed IRS budget cuts and workforce reductions that could undermine tax enforcement when it's needed most.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (01:25) - Upcoming Tax Deadlines (02:41) - No Tax on Tips: New Guidelines (04:16) - Industries and Occupations Affected (12:25) - Compliance and Documentation Challenges (16:24) - W-4 and W-2 Form Changes (26:04) - Call to Action: Comment on Proposed Forms (30:27) - Upcoming Changes to W2 Forms (31:16) - New Codes for Tips and Overtime (33:38) - IRS Budget Cuts and Workforce Reduction (36:42) - Impact of Budget Cuts on IRS Operations (39:29) - Challenges in IRS Enforcement and Compliance (48:12) - The Role of Practitioners and IRS Communication (55:00) - Future of IRS and Tax Law Changes (56:40) - Conclusion and Listener Engagement Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect 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 the 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, we sit down with Kathleen E. Judge, an accomplished Edward Jones financial advisor, community leader, and advocate for meaningful wealth management. With nearly three decades of experience in the financial services industry, Kathleen specializes in helping successful professionals, retirees, and business owners make smart decisions about their money—aligning their financial strategies with their values, goals, and life's greater purpose. Kathleen's holistic approach focuses on five key areas: investing wisely, enhancing wealth through tax-efficient strategies, protecting assets, planning for wealth transfer, and maximizing charitable giving. By collaborating with her clients' CPAs, attorneys, and other trusted advisors, she ensures that every plan is tailored to the individual story behind the numbers. Her personal journey is just as inspiring. After beginning her career with Edward Jones in 1996, Kathleen briefly stepped away to adopt her children from Ukraine, homeschool them, and co-found a nonprofit serving orphans in Eastern Europe. Returning to Edward Jones in 2011, she has since become a limited partner and a trusted advisor to countless families and businesses. Beyond finance, Kathleen is deeply engaged in community service—currently serving as an executive board member and treasurer for Lydia's House, a grant committee member for Youthbridge Community Foundation, and an active volunteer across multiple organizations. Her dedication to both her profession and her community reflects her core belief: that true wealth lies not only in financial security but also in uplifting families, causes, and communities. Join us as Kathleen shares her insights on wealth with purpose, legacy planning, and the power of connecting financial success to what matters most in life.   Episode Highlights Wealth management strategies 2025 Financial advisor for professionals and retirees Legacy planning and wealth transfer Purpose-driven investing 2025 Tax-efficient wealth strategies Holistic financial planning Wealth and philanthropy connection Financial planning for business owners Building meaningful financial legacies Women in finance leadership 2025 Wealth protection and estate planning Community-focused financial advisor Edward Jones financial advisor insights Giving back through wealth planning Aligning money with purpose Purpose-driven wealth management Financial empowerment for families The future of philanthropy in financial planning Holistic approaches to money and meaning Redefining wealth beyond money Women leading in financial services Social impact through strategic giving The intersection of finance and community service Wealth planning for the next generation Financial literacy and empowerment in 2025   Know Kathleen E Judge   Website : https://www.edwardjones.com/us-en/financial-advisor/kathleen-judge Did you enjoy today's episode?   Welcome to New Ways Barre. We are so glad you are here. Get ready to transform your body, mind and life. At New Ways Barre, we are dedicated to fostering a supportive community where individuals can achieve holistic well-being.   Please subscribe and leave a review. If you have questions, comments, or possible show topics, email  susan@tendrilsofgrief.com   Don't forget to visit Tendrils Of Grief  website and join for upcoming Webinars, Podcasts Updates and Group Coaching.   Get involve and share your thoughts and experiences in our online community   Tendrils of Grief-Survivor of Loss   To subscribe and review use one links of the links below  Amazon Apple Spotify Audacy Deezer Podcast Addict Pandora Rephonic Tune In  Connect with me Instagram: @Sue_ways Facebook:@ susan.ways Email @susan@tendrilsofgrief.com  Let me hear your thoughts!

Send us a text Podcast Show Notes:What happens when a collision repair veteran who started as a tech at 15, built a 4-location MSO with nearly 100 employees, and owned 13 shops with four successful exits, decides to fix the financial challenges body shop owners face? The result is transformational.In this weeks' episode, Bill Park shares his remarkable journey through the collision repair industry and how his biggest discoveries weren't about paint or production—but about money. Along the way, Bill identified a critical gap in financial management that most shop owners face: relying on CPAs who focus on tax filing, not strategic financial management.Bill introduces his solution: Crunchit Financial Services, a “white glove” approach designed specifically for collision repair businesses. Using a financial blueprint process—similar to blueprinting a repair—he shows how to align management systems with accounting systems, ensure daily reconciliation of transactions, and build an accrual-based accounting structure that delivers accurate, timely insights.Bill also pulls back the curtain on tax optimization strategies that most shops miss—structuring finances in ways that can save tens or even hundreds of thousands annually. This isn't about complicated spreadsheets—it's about creating financial freedom by putting the right systems in place.5 Key Takeaways:Financial strength starts with systems: management and accounting must be aligned.Most CPAs miss opportunities because they only focus on filing taxes.Daily reconciliation creates accuracy and confidence in your numbers.Accrual-based accounting gives shop owners better insights than cash-based methods.Tax optimization can unlock huge savings and directly fuel profitability.If you're ready to run your shop with confidence, clarity, and the freedom that comes from perfect financials… join us this episode and let this be your roadmap to financial freedom!GUEST CONTACTBill Park - billpark8@me.comCrunchit Financial Services – https://www.crunchitfs.com/LinkedIn – https://tinyurl.com/499zeephSupport the showJoin our Mind Wrench mailing list!

One of the great things about owning an electric vehicle is that you're not taxed for using the roads - those behind the wheel of other cars pay the fuel excise when they refill.But the government is looking to change that.Today, Giles Parkinson, founder and editor of Renew Economy and The Driven websites, on why a road user charge for electric vehicles is a "clunky" idea.Featured:Giles Parkinson, founder and editor the EV website The Driven

Right About Now with Ryan Alford Join media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.     Resources: Right About Now Newsletter | Free Podcast Monetization Course | Join The Network | Follow Us On Instagram | Subscribe To Our Youtube Channel | Vibe Science Media   SUMMARY In this episode of "Right About Now with Ryan Alford," real estate CEO Justin Brennan shares his journey from family roots in property investing to building a large multifamily portfolio using syndication and other people’s money (OPM). He offers practical advice on leveraging skills and sweat equity, emphasizes the importance of mindset, and discusses transitioning from a W2 job to investing. Justin also highlights his philanthropic work supporting military families and disadvantaged youth, underscoring the value of community, collaboration, and purposeful giving in real estate and wealth-building. TAKEAWAYS Real estate investing, with a focus on multifamily apartments and syndication. The strategic use of other people's money (OPM) to scale investments. The importance of moving money in capitalism and its economic implications. Tax benefits associated with commercial real estate investments. Mindset shifts required for transitioning from a W2 job to real estate investing. Personal background and family history in real estate investing. Philanthropic goals, including support for military families and disadvantaged youth. Practical advice for aspiring real estate investors, emphasizing starting with available resources. The significance of community and collaboration in wealth-building. Viewing money as a tool for freedom and positive impact rather than a negative force.  

Ethan is the CEO of Exponential Freedom, Ethan's drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.Learn more: https://theexponentialfreedom.com/The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual's situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-how-to-grow-your-money-tax-freehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Ethan is the CEO of Exponential Freedom, Ethan's drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.Learn more: https://theexponentialfreedom.com/The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual's situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-how-to-grow-your-money-tax-freehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Tax rules just changed—what's real, what's hype, and how should you plan?On this episode, David is joined by Bill Harden, Associate Professor of Accounting & Finance at UNC–Greensboro, to unpack the “One Big Beautiful Bill” Act (signed July 4, 2025) and what it means for practitioners and clients this planning season. TranscriptEpisode Highlights:Mid-year passage & why July beats January for tax changes (3:09)New “production property” 100% bonus and the §1245 vs §1250 recapture traps (4:42)Energy incentives: EV credits ending Sept 30, home energy credits curtailed (13:14)Acquisition date vs placed-in-service—a big shift for credits/depreciation (16:41)“Trump accounts” for minors: how they differ from 529s, $1k pilot, earliest funding 7/4/26 (20:09)Tips & overtime are deductions (not exclusions) and must be reported to qualify (29:12)Auto-loan interest deduction returns—benefits and AGI phaseouts (27:06)SALT cap to $40k; mortgage interest cap still $750k—who itemizes now (35:24, 38:15)2026 charitable floors, withholding/W-2 timing, state conformity watch-outs & big-picture advice (40:17, 44:28, 50:30)Links: For Continuing Professional Education Courses: https://www.petersprofessionaleducation.com/More David Peters Content: www.youtube.com/@DavidPetersFinancialGuest — Bill Hardin (UNCG): jwharden@uncg.edu JamesWilliamHardenCPACHFC@gmail.com

You've done it—you hit your retirement number.

Roth IRAs can offer substantial benefits.  Tax deferred growth, tax free withdrawals and no Required Minimum Distributions.  But if you are single and your Modified Adjusted Income is greater than $150,000 or your joint income exceeds $236,000, you are not eligible for a Roth contribution.  However, there is a work around and it's called the Backdoor Roth.  We'll explain how it works, the benefits and the rules, this afternoon on the Jon Sanchez Show at 3pm.

Steve Forbes calls for a major overhaul in how GDP data is interpreted and released, urging the Trump Administration to make a crucial change as it reforms the BLS job growth statistical gathering.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Discover what tax leaders are prioritizing in 2025—straight from our latest survey results.

We discuss the murder of Charlie Kirk this week and how despite the shooter still being at large (as of our tapping of the show), many in the MAGA movement rush to make political hay, including Wisconsin's Derrick Van Orden, with some even calling for retribution against progressives and the news media when the killers motives are still unknown. This is both dangerous, and distracts attention from lack of gun laws and mental health interventions to make the public safer. Turning to much better news, we focus on the organized fight back against factory farm pollution in Western Wisconsin by local residents with the support of (GROWW) Grassroots Organizing Western Wisconsin. We talk about the critical role this authentic brand of community organizing can play in rebuilding our democratic institutions. We announce Citizen Action's involvement in a Climate March at the State Capitol, Sunday, September 28th @ 12 Noon, which is to national climate actions around the country. Robert updates us on Caledonia residents pushing back against another data center and the politics behind it. We also discuss a federal court blocking enforcement of EPA Ozone Standards in Southeast Wisconsin. Why is a Democratic AG siding with the business lobby? We take an early sneak peek at the 2026 elections, where more Democratic candidates have entered in the last month. Finally, the controversy continues on charges that Senate Democrats are picking primary candidates and trying to squelch competitive primaries. RSVP for the Climate March, Sunday, September 28th, Noon >> https://secure.everyaction.com/nVZ3Fxvm60idMFKwBjoEsA2

DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.

Making $100K but still feel broke? You're not alone - and it's not your fault.61% of six-figure earners live paycheck to paycheck, and I'm about to show you exactly why your $100K salary might actually be worth $8,000 LESS depending on where you live.In this episode, I break down the 5 reasons why $100K isn't enough anymore: • The state tax trap stealing thousands from your paycheck • How inflation is silently robbing you blind while banks profit • The lifestyle inflation disease keeping you broke • Tax withholding mistakes costing you $100K in wealth • Why you need $1.4M to retire (and how to get there)

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, answer real investor questions from the investing community, tackling some of the most pressing topics around bonus depreciation, short-term rentals, and advanced tax planning. Tune in to learn: - How cost segregation results differ between condos, single-family homes, and properties with big-ticket land improvements like pools - Why new renovations on older rentals may still qualify for 100% bonus depreciation under the latest rules - The nuances of converting a personal residence into a short-term rental, and when only 40% bonus depreciation applies - The pros and cons of using Form 3115 to catch up missed depreciation—and why DIY may not be the best option - Key IRS rules around ADUs, STR participation, and what really triggers depreciation recapture This Q&A-style episode delivers practical answers to questions investors are asking right now in 2025. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

     Unlock the power to overcome imposter syndrome in military medicine with insights from an eclectic panel of seasoned professionals. Major Lindsay Umlauf hosts a compelling discussion with Brigadier General Susan Pietrykowski, retired Command Master Chief Petty Officer Tyrone Willis, Major Tiara Walz, and Second Lieutenant Ryan Leone. Together, they unravel the complexities of self-doubt, share transformative personal stories, and introduce the empowering "bring your own chair" concept, offering listeners a roadmap to finding and asserting their place in the demanding world of military healthcare. With practical guidance on setting achievable goals, challenging negative self-talk, and leveraging community support, the episode demonstrates how embracing discomfort can serve as a catalyst for both personal and professional growth. The metaphor of chairs offers a unique perspective through which listeners can explore what it means to fully engage with their careers and communities.     As the conversation shifts to leadership and mentorship, the panel explores how building a larger, more inclusive table can redefine success in military and healthcare settings. By sharing experiences and strategies for fostering a collaborative culture, our guests highlight the importance of expanding opportunities and nurturing talent. The episode concludes with thoughtful reflections on knowing when to transition roles for personal growth and organizational benefit, leaving listeners with valuable insights on balancing ego and opportunity cost for sustained success.     Chapters:   (00:02) Overcoming Imposter Syndrome in Military Medicine (14:19) Navigating Professional Growth and Networking (26:20) Advocating for Growth and Inclusion (37:24) Leadership and Mentorship in Military Medicine (44:19) Leaving Tables (50:56) Transitioning Tables for Growth   Chapter Summaries:   (00:02) Overcoming Imposter Syndrome in Military Medicine   Imposter syndrome in military medicine, overcoming it through self-awareness, mentorship, and understanding unique challenges.   (14:19) Navigating Professional Growth and Networking   Overcoming imposter syndrome and embracing a growth mindset in a military medicine career.   (26:20) Advocating for Growth and Inclusion   Exploring the metaphor of chairs, we embrace discomfort for growth by redefining success and fostering a growth mindset.   (37:24) Leadership and Mentorship in Military Medicine   Mentorship and collaboration are crucial for success in professional settings, and it is important to nurture talent and address imposter syndrome.   (44:19) Leaving Tables   Opportunity cost of choosing tables in personal and professional life, identifying right moment to leave, self-awareness and alignment, emotional challenges, fostering understanding and resilience.   (50:56) Transitioning Tables for Growth   Leadership transitions, knowing when to move on, setting aside ego, and the "bring your own chair" framework.     Take Home Messages: Embrace Discomfort for Growth: One of the key themes of the episode is the importance of embracing discomfort as a catalyst for both personal and professional development. The discussion emphasizes how stepping outside of your comfort zone and confronting self-doubt can lead to mastery and increased confidence in military medicine.   Adopt a Growth Mindset: The podcast emphasizes the significance of maintaining a growth mindset. By setting small, achievable goals and focusing on continuous improvement, individuals can transform feelings of inadequacy into opportunities for development and success.   Leverage Community and Mentorship: Harnessing the power of community support and mentorship is essential for overcoming imposter syndrome. The episode offers practical advice on seeking guidance, engaging with mentors, and collaborating with others to foster an inclusive environment that values diverse perspectives and talents.   Recognize When to Transition: Knowing when to gracefully exit a role is a crucial aspect of professional growth. The podcast emphasizes the importance of self-awareness and understanding opportunity costs, encouraging listeners to align their career choices with their personal values and organizational objectives for more meaningful pursuits.   "Bring Your Own Chair" Concept: The empowering metaphor of "bringing your own chair" serves as a guiding principle for finding one's place in challenging environments. This concept encourages individuals to actively seek out opportunities, contribute meaningfully, and advocate for themselves and others in military medicine.   Episode Keywords: Military Medicine, Imposter Syndrome, Professional Growth, Mentorship in Medicine, Leadership in Healthcare, Overcoming Self-Doubt, Military Health Careers, Growth Mindset, Empowering Voices in Medicine, Career Transformation, Inclusive Growth, Self-Improvement, Healthcare Leadership, Medical Community Support, Career Pathways, Organizational Success, Personal Development in Medicine      Hashtags: #ImposterSyndrome #MilitaryMedicine #GrowthMindset #ProfessionalDevelopment #BringYourOwnChair #Leadership #Mentorship #InclusiveGrowth #HealthcareInnovation #CareerTransformation        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

For many people, an approach that incorporates whole life insurance has become part of their broader retirement strategy. Is that a good way to go? That's what David McKnight addresses in this episode. While Whole Life has some legitimate applications, especially for people who are risk-averse and are looking for guaranteed steady accumulation, there's an option that does the job more effectively: Indexed Universal Life (IUL). David touches upon why you may want to opt for IUL instead of Whole Life, including the fact that, with IUL, you can access your cash value in retirement without having to pay loan interest.  That gives you more flexibility and more efficiency when using IUL as a source of income. David compares Whole Life and Indexed Universal Life. If your goal is to shield your retirement portfolio from market downturns, then Whole Life is like taking the scenic route: You'll get there. but it will cost you more time, fuel, and money. IUL, by contrast, is like taking the express lane: Same destination, just faster, cheaper, and more efficient. “If efficiency matters to you, and you're trying to increase the likelihood that your money will last as long as you do, then Indexed Universal Life is the superior alternative”, says David. David goes over what happens when you borrow money from your Whole Life policy vs. from your IUL.  It's good to know that some IUL policies have wash loans or zero-cost loans that make accessing your money more predictable and sustainable. David believes that, when it comes to retirement income and the volatility buffer concept, the IUL is more efficient and effective, as it gives you higher growth potential and more favorable loan features.     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

Nicole DeRosa, Director of Tax at SKC & Co. and a brand ambassador with UWorld Accounting, joins the show to share how her lifelong love for dance led her to become a licensed Zumba fitness instructor. Nicole reflects on her journey from childhood dancing and cheerleading, to discovering Zumba at her gym and eventually integrating her passion into both her professional and personal life. She describes the joy of teaching Zumba, highlights memorable experiences like large-scale fundraisers, and explains the importance of bringing your whole self, including your hobbies and passions, into the workplace. Nicole discusses the balance she's learned to create between her demanding career and her fitness pursuits, emphasizing that pursuing your passions is key to stress relief and fulfillment. She encourages listeners to recognize that if something is important to them, it's worth integrating into their lives, and talks about how sharing her "And" has inspired community and connection at work. Nicole's story is a testament to following your interests and not being afraid to bring them to the forefront of your professional world. Episode Highlights · Nicole demonstrates how bringing your personal passions, like Zumba, into your professional life can enrich both worlds, create community, and boost engagement at work. · She openly discusses her journey to achieving a better work-life balance, acknowledging that it takes time, trial and error, and is a continuous evolution. · Nicole stresses the value of leaders being authentic and showing vulnerability creates a stronger team dynamic and makes the workplace more human and motivating. · Nicole encourages people to recognize and embrace their “And” because it's what makes them unique and brings joy and fulfillment. · She shares the advice that if something matters to you, it has value, and you should find ways to make space for it in your life and possibly at work.

The Industry Relations Podcast is now available on your favorite podcast player! Rob and Greg tackle the pressing issue of housing affordability, reacting to reports that the Trump administration may declare a national housing emergency. They debate potential federal approaches, including deregulation, incentives, zoning reform, and changes to mortgage lending. The conversation also shifts to Zillow's enforcement against exclusive listings and what the data may actually reveal about Compass's inventory. Key Takeaways Reports suggest the Trump administration is considering declaring a national housing emergency. Federal action is constrained by state and local control, but incentives and funding leverage could encourage zoning reform. Deregulation, such as loosening zoning restrictions and NIMBY barriers, could expand housing supply. Debate over mortgage financing: Rob argues government backing of 30-year fixed mortgages inflates housing prices, while Greg stresses the social good of homeownership. Alternative idea: shift federal guarantees from mortgages to construction loans to directly increase housing supply. Tax and regulatory approaches could curb institutional investors buying homes for rentals. Discussion of Mike DelPrete's analysis of Compass's exclusive inventory trends after Zillow's policy enforcement. Conflicting views: Rob sees it as evidence Zillow lost influence; Greg suggests it may simply reflect stale inventory. Links Exclusive Inventory Update and Zillow's Catch-22   Connect with Rob and Greg Rob's Website  Greg's Website    Watch us on YouTube   Our Sponsors: Cotality  Notorious VIP The Giant Steps Job Board    Production and Editing Services by Sunbound Studios  

How are digital assets transforming the way entrepreneurs and business owners build wealth for the future? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jake Claver, Founder and CEO of Digital Family Office. Jake's firm specializes in bringing the sophisticated financial tools once reserved for ultra-high-net-worth families to business owners and professionals. With a tech-forward approach, he helps clients minimize tax liabilities, optimize financial operations, and build sustainable wealth in today's digital economy..Key Takeaways➔ Digital assets are no longer fringe — family offices are using them as a serious wealth strategy.➔ Institutional custody and $100M+ insurance give clients peace of mind in a volatile market.➔ Smart portfolio allocation keeps crypto exposure low while still unlocking asymmetric upside.➔ Tax planning and regulatory awareness are critical as laws tighten around digital currencies.➔ Jake's entrepreneurial journey proves that solving your own financial challenges can scale into solutions for others. Call to ActionDiscover how digital assets and family office strategies can help you grow and protect your wealth. Listen now to Grow Your Business & Grow Your Wealth with Gary Heldt for insights that blend innovation, security, and long-term financial success. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Forbes calls out the ugly crackdown on speech in Great Britain, pointing out the shocking arrests and convictions of people based on what they say online, and urges the U.K. to reverse course and take some inspiration from the U.S.'s First Amendment.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Brad Johnson breaks down mobile home park investing—debunking myths, sharing value-add strategies, and explaining why this asset thrives in housing crises.In this episode of RealDealChat, Jack sits down with Brad Johnson, co-founder of Vintage Funds, to discuss why mobile home parks are one of the most misunderstood—and potentially profitable—asset classes in real estate.Brad explains why one in 20 Americans lives in a mobile home, how this sector solves the affordable housing crisis, and why stigma keeps many investors out of the space. He also shares his approach to building long-term cash flow rather than chasing short-term IRRs.Here's what you'll learn in this conversation:Why mobile home parks still suffer from stigma (and why that's an opportunity)The difference between “trailer parks” and manufactured housing communitiesWhy consolidation is slow and why mom-and-pop operators still dominateHow forced appreciation (or “operational alpha”) drives value in parksThe importance of seller financing and building trust with ownersTax advantages of mobile home park investing (bonus depreciation & cost seg)How professional management changes tenant experienceWhy long-term cash flow beats short-term flips in this niche

Do you feel stuck paying enormous tax bills and riding the volatile ups and downs of the market? What if there's a smarter, safer way to keep more of your money and grow it faster? In today's episode, I sit down with Dana Cornell, founder of Cornell Capital and former Wall Street advisor, to reveal the hidden strategies wealthy families use to protect assets, reduce taxes, and build lasting wealth. Dana went from knocking on doors during the 2008 financial crisis to managing over $1.4 billion at Morgan Stanley. Along the way, he discovered a broken system designed to serve institutions and not individual investors. His achievements earned him Forbes recognition as one of the top advisors in the country, yet he chose to walk away and launch Cornell Capital to disrupt traditional wealth management. Dana will teach you how to cut your tax bill by six figures, invest like the ultra-wealthy, and create a financial plan that truly serves your life. “Time solves most chaos in any investment situation... So have patience when there's turmoil.” ~ Dana CornellIn This Episode:- Dana's origin story and early career- What are alternative investments?- Tax strategies for high earners- Investment options and services at Cornell Capital- The future of wealth management & investment opportunities - Top five mistakes millionaires make- How to connect with Cornell CapitalAccess Free Resources on Tax Strategies and Alternative Investments: https://www.cornellcapitalholdings.com/freeBook an appointment with CCH: https://marketing.cornellcapitalholdings.com/meetings/brandon1047/podcast-cch-introConnect with Dana Cornell: Website: https://www.cornellcapitalholdings.com/ LinkedIn: https://www.linkedin.com/in/danacornell Resources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website: https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook: https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: