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A solid financial foundation isn't built overnight — it's built through simple, consistent habits that protect your income, grow your savings, and prepare you for life's biggest moments. In this video, we break down the essential building blocks every Filipino needs: budgeting that actually works, emergency funds that give real security, smart debt management, and beginner-friendly investing that helps your money grow over time. Whether you're just starting your financial journey or rebuilding with clearer goals, this guide will help you create a stable base you can rely on for years.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Investor Fuel podcast, Olivia interviews Russell Marsan, a leading expert on 1031 exchanges. Russell explains the intricacies of 1031 exchanges, emphasizing their role as a powerful wealth-building tool for real estate investors. He clarifies the concept of 'like-kind' properties, discusses how 1031 exchanges can be utilized for purchasing primary residences, and highlights the benefits of transitioning from rental properties to more passive income streams. The conversation also covers the federal nature of 1031 exchanges, the implications for flipping properties, and the importance of choosing reputable professionals in the industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode, I explain how the Section 121 exclusion can help you build massive tax-free wealth through a "live-in flip" strategy. I break down the specific 10-year tax extension available to service members, allowing you to sell your home and keep up to $500,000 in profit without paying a dime to the IRS. Whether you are looking to house hack a fourplex or renovate a fixer-upper, this is the most powerful wealth-building tool available to the military community. Timestamps (00:00) - Intro (01:06) - Section 121 vs. the 1031 exchange (02:07) - The "2 out of 5 years" residency rule (02:54) - The powerful 10-year extension for service members (03:49) - Case study: Saving $60,000 in taxes on a San Diego home (06:29) - Strategies for "live-in flipping" with a VA loan (07:09) - Combining house hacking with tax-free gains (08:50) - Why tax-free cash beats deferred taxes (09:33) - Join the War Room Mastermind for deep-dive tax training About the Show On the Military Millionaire Podcast, I share real conversations with service members, veterans, and their families. Each week, we explore how to build wealth through personal finance, entrepreneurship, and real estate investing. Resources & Links Download a free copy of my book: https://www.frommilitarytomillionaire.com/free-book Sign up for free webinar trainings: https://www.frommilitarytomillionaire.com/register Join our investor list: https://www.frommilitarytomillionaire.com/investors Apply for The War Room Mastermind: https://www.frommilitarytomillionaire.com/mastermind-application Get an intro to recommended VA agents/lenders: https://www.frommilitarytomillionaire.com/va-realtor Guide to raising capital: https://www.frommilitarytomillionaire.com/capital-raising-guide Connect with David Pere Facebook Group: https://www.facebook.com/groups/militarymillionaire YouTube Channel: https://www.youtube.com/@Frommilitarytomillionaire?sub_confirmation=1 Instagram: https://www.instagram.com/frommilitarytomillionaire/ LinkedIn: https://www.linkedin.com/in/david-pere/ X (Twitter): https://x.com/militaryrei TikTok: https://www.tiktok.com/@militarymillionaire
A 28-year-old professional in Copenhagen is weighing high Danish taxes and limited growth against Dubai's tax-free income, sunshine, and global networking appeal. We also talk with Sevgi Gur who is the CMO of Property Finder about Dubai's growth and dynamic appeal and Mario gives us a surprising record. ► Website https://dubaipropertypodcast.lovable.app/ ► Apple Podcasts: https://podcasts.apple.com/.../dubai.../id1662176569 ► Record A Message: https://www.speakpipe.com/realestateradio ► Subscribe here to never miss an episode: https://dubaipropertypodcast.podbean.com ► INSTAGRAM: https://www.instagram.com/dubaipropertypodcast/?hl=en ► EMAIL: dubaipropertypodcast@gmail.com The Most comprehensive property guide for the UAE and Dubai. Homes for sale, Real estate agents, Real estate listings, Real estate investing, Property management companies, Commercial real estate, Real estate market trends, Real estate market analysis, Real estate finance, Real estate development, Real estate law, Real estate technology, Real estate investing for beginners, Real estate negotiation skills, Real estate marketing #DubaiRealEstate #PropertyInvestment #OffPlanDubai #DubaiMarketUpdate #RealEstateNews #InvestInDubai #GlobalPropertyMarket #UAEPropertyBoom #DubaiVillas #PropertyTrends2025 #dubaiproperty #dubai #dubairealestate #VisaRenewal #ExpatDubai #SharjahRealEstate #Masaar2 #DubaiVisa #UAEProperty #RealEstateTrends #DubaiLife #InstantVisa #DubaiServices" #PropertyInvestment #DubaiHousing #RealEstateInsights #RealEstatePredictions #MortgageRates #ForeignInvestment #UAEInvestors #YoungExpatsDubai #DubaiFirstHome #PropertyOwnershipUAE #DubaiSouthLiving #DubaiPropertyMarket #InvestInDubai #JVC #DubaiMarina #BusinessBay #PropertyInvestment #UAEProperty #RentalYields #DubaiApartments #UAERealEstate #DubaiSafety #SharjahLiving #GlobalInvesting #DubaiDream #UAEInvestment #DubaiInvesting #DubaiPropertyMarket #DubaiVillas #ExpatLifeDubai #DubaiHomes #RealEstateTips #InvestInDubai #DubaiLife #PropertyAdvice #DubaiLiving #ArjanDubai #DubaiPropertyMarket #DubaiInvestment #AffordableDubai #DubaiApartments #RealEstateDubai #Dubailand #DubaiLifestyle #InvestSmart #UAEProperty #DubaiRealEstate #UAEPropertyMarket #DubaiProperty #PropertyInvestmentUAE #DubaiInvestors #MiddleEastRealEstate #DubaiMarketUpdate #GlobalProperty
RO KHANNA'S EPSTEIN FACE-PLANT: Innocent Men Smeared to Protect the Real Predators? The Epstein saga just took its most bizarre and dangerous turn yet. This week, Rep. Ro Khanna (D-CA) and Rep. Thomas Massie (R-KY) marched onto the House floor claiming to "unmask" the wealthy elites being shielded by the DOJ. There's just one problem: it appears they accidentally nuked the reputations of random private citizens who were just part of a photo lineup. Austin Petersen breaks down the spectacular legal malpractice in D.C., the redefinition of "adulthood" by professional survivors, and why the "Epstein Files" are being used as a political prop while the real co-conspirators remain in the shadows. TODAY'S LINEUP:
Many of us make money mistakes in our twenties — we spend first and save later!
Bakit nga ba laging nauubos ang sweldo mo kahit kakasahod lang?
Dr. Friday explains how employer-provided commuting benefits like transit passes and workplace parking can be tax-free. She notes that inflation adjustments may raise the monthly limits and that small businesses can use these perks to help employees. 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. Qualified transportation fringe benefits, including mass transit passes and workplace parking allowances, continue to offer tax-free benefits to employees when offered by an employer. For 2025, inflation adjustments may increase monthly limits, providing greater tax savings for commuters. Employers offer these benefits mostly to upgrade the payroll system and help benefit their employees. This is a great way. If you’re a small business owner and people have to pay for parking or they have to pay to come in and they’re willing to use transit, you can give them those passes for nothing, and that actually increases their payroll. If you need help, give us a call, 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 episode 2 of this 3-part series, I'm back with Amanda Holbrook from Specialized Trust Company to break down two of the most overlooked tax-advantaged accounts out there: HSAs and Coverdell Education Savings Accounts. Most people think HSAs are just a place to park money for medical bills. They're wrong. We talk about how HSAs can grow tax-free like a Roth, how investors self-direct them into real estate and other assets, and how they can cover expenses most insurance won't touch. We also dive into Coverdell ESAs—how they work for K–12 and higher education, how family members can contribute, how they compare to 529 plans, and how they fit into a bigger legacy strategy for your kids. This episode is all about using accounts you already need—for healthcare and education—in a smarter, tax-advantaged way. Next week, we wrap the series with small business retirement plans (SEP IRAs and more), including how to put significantly more money away and protect it long-term. //CONNECT WITH AMANDA Amanda Holbrook Key Account Executive at Specialized Trust Company
Silent partners can be a powerful asset—or a costly blind spot—when it's time to sell an auto repair business. In this episode of Ratchet+Wrench Radio, host Christine Schaffran sits down with Nick Papakyrikos, CPA, to uncover how smart exit planning, clear agreements, and the right tax structure can turn a future sale into a largely tax-free payday.
Self-directed accounts let you take control of retirement money and invest beyond the stock market—if you follow the rules. In episode 1 of this 3-part series, I'm joined by Amanda Holbrook from Specialized Trust Services to break down the self-directed Roth IRA: how it works, who it's for, common myths, and the compliance mistakes that can get you in trouble. We also get into real strategies: the backdoor Roth, using Roth contributions as a safety net, starting Roth IRAs for kids (legitimately), what "self-dealing" actually means in real estate, and how people partner accounts the right way without commingling. Next week we'll cover specialty accounts (Coverdell ESAs, HSAs, and more). Then we'll hit small business retirement plans (SEP IRAs and other owner plans) and how to load more cash into tax-advantaged accounts. Connect with Amanda / Specialized Trust Services Website: SpecializedTrustCompany.com Email: aholbrook@irasi.com #LegacyPodcast #RothIRA #SelfDirectedIRA #RealEstateInvesting #TaxStrategy
Send us a textEpisode 3 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth: John, who works inside a single family office's trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he's obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives.
Nonprofits are tax-exempt, so lots of people assume that nonprofits don't have to worry about taxes ever. Right???? Well, not quite
Nick & Dan explain Canada's Principal Residence Exemption (PRE) and Section 45(2) elections, focusing on how to protect tax-free capital gains when buying a second property. The discussion covers how capital gains work in Canada (50% inclusion rate), the PRE's tax-free benefit, and the critical Section 45(2) election that allows homeowners to continue claiming their former home as a principal residence for up to 4 years after converting it to a rental. One exemption at a time: You can only designate one property per year as your principal residence, but buying a second property doesn't immediately eliminate the exemption on your first home Section 45(2) election protects you: When converting your home to a rental, this election prevents a deemed disposition and lets you continue claiming it as your principal residence for up to 4 more years—but you must not claim depreciation (CCA) on the property Change-of-use creates tax exposure: Without the Section 45(2) election, moving out and renting your home triggers a deemed disposition at fair market value, potentially creating a taxable capital gain even though you haven't actually sold Exchange-Traded Funds (ETFs) | BMO Global Asset Management LISTEN AD FREE Realist.caSee omnystudio.com/listener for privacy information.
Upcoming changes to financial legislation mean many British expats should seriously rethink how and when they access their UK pensions. From April 2027, unused UK pensions are expected to be included in the UK inheritance tax (IHT) net as UK‑situs assets. For long-term expats with sizeable pensions, this could mean a potential 40% tax hit on what's passed to heirs. In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Chris Hall – International Income Tax & Social Security Specialist at PKF O'Connor Davies – to discuss the upcoming UK IHT changes. They explore the importance of UK pension reporting upon arriving in the US, whether opening a Self-Invested Personal Pension (SIPP) makes sense, and how to design a coordinated retirement income and inheritance strategy. Richard and Chris take a detailed look at: IRS pension reporting requirements and how they apply for expats in the US. Pension Commencement Lump Sums (PCLS) and whether they are truly tax-free for UK expats in America. UK inheritance tax changes and what they mean for unused UK pensions held by persons living abroad. Strategic financial planning before, during, and after moving abroad, including retirement and estate considerations. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. 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. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
Join an active community of RE investors here: https://linktr.ee/gabepetersen
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We've all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
- Camellia Peterson discusses how Missouri could see tax cuts in 2026- Congressman Dr. Bob Onder gives us the congressional update- Susie Moore tells us something good!See omnystudio.com/listener for privacy information.
BUSINESS: Tax-free benefit limits for workers increased | Dec. 25, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribeVisit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Most people think HSAs are just for doctor bills, but the new 2026 law changed everything. In this episode, you'll learn how the updated HSA rules can help you save more money, pay less tax, and build real long-term wealth. We walk through the new contribution limits, smart strategies to grow your HSA, and how business owners can use these rules for extra tax savings. You'll understand why the wealthy love HSAs and how you can use these tax strategies in your own life. This episode gives clear finance advice and simple steps that help you make better money decisions fast. Listen now so you don't miss one of the biggest tax savings opportunities of the decade. Next Steps:
In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustainable income creation during retirement and the role of tax optimization in this process. Most people envision their retirement to be built from predominantly tax-free income, but after many years of deferring taxes, retirees are facing a sizable tax bill on distributions taken from their retirement accounts that could be a third or more of what has been accumulated. When you're saving for retirement, growth of your assets is the priority. But many people don't realize that once they retire that's no longer true. The priority is actually creating sustainable income to support you through retirement while minimizing taxes. A common issue I've seen is future retirees knowing they will owe taxes on their deferred accounts, but not realizing the extent of the problem since the rules change once they retire. Many retirees we work with tend to have the same income goals in retirement, yet with fewer deductions. They no longer have children or mortgage interest to help them offset their tax burdens, which makes the situation more complex. Delaying distributions isn't an option either. Required Minimum Distributions will eventually force your hand. There are two tax problems facing retirees: taxes you will have to contend with today, and taxes that you will have to contend with in the future. With the national deficit continuing to rise, do you expect tax rates to go down in the future or go up? The most likely answer is that tax rates are on the rise, so we should be planning accordingly. There are two possibilities to help minimize the level at which you participate in paying your fair share towards the government's future revenue increases. You can either complete a Roth conversion or through tax deferred withdrawals contribute to an overfunded permanent life insurance policy. Making the decision of which strategy to implement is the easy part. The trick really is completing this process with minimal tax liabilities, which requires specialized knowledge. The progressive nature of the code makes understanding your tax burden complicated and miscalculating this could result in having a larger tax liability than anticipated. Depending on your income level, a taxable distribution can subject your Social Security to additional taxes. This is a separate calculation from the income tax brackets and uses a two step process to determine how much of your social security will be subject to taxation. This is important to know because a taxable distribution may not only push you into a higher income tax bracket, but it could trigger additional taxes on your social security, which could result in a higher effective rate. You should also be aware of the impact a taxable distribution can have on Medicare premiums. The impact of any possible premium increase is typically delayed by two years. This is one of those things that often comes as a surprise when people make decisions about distributions. The antidote to taxable income is deductions, credits and losses which can help reduce the net income subject to tax. There are a few options that can help offset the burden of taxes and make the transition from tax-deferred to tax-free easier, but they don't work for everyone, which is why we recommend working with a professional. The first thing is a donor advised fund or DAF. This allows you to contribute future charitable donations into a fund that you control when distributions are made that can also receive the tax benefit of the donation in the year you make the contribution into the fund. By making multiple years of donations in a single year into that fund, you have the potential of helping offset a taxable distribution from your retirement account in that year. The second is a Charitable Remainder Trust (CRT), where you can contribute future charitable donations into the trust and receive the tax benefit of the donation in the year you make the contribution. You can also receive income from the trust while you're living within IRS limits. A CRT is a more complex arrangement than a DAF with many options and requires an attorney to draft the trust. The third is a qualified charitable donation or QCD, which allows for anyone over the age of 70 and a half to make a direct donation from a qualified account to a charity. The fourth is something known as IDCs, or intangible drilling costs, which allows accredited investors to participate in the drilling expenses of an oil and gas company that could provide reportable tax losses that can help offset all forms of income, as well as the potential for cash flow back to the investor once the wells are operational. Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com Common Sense Financial Podcast on YouTube Common Sense Financial Podcast on Spotify Brian's article - From Tax-Deferred to Tax-Free: Navigating Taxes in Retirement References for this episode: https://www.usdebtclock.org/ https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024 https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024 https://www.ssa.gov/benefits/retirement/planner/taxes.html https://www.ssa.gov/benefits/medicare/medicare-premiums.html#anchor5 https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contribution-deductions https://www.irs.gov/charities-non-profits/charitable-remainder-trusts https://www.irs.gov/newsroom/qualified-charitable-distributions-allow-eligible-ira-owners-up-to-100000-in-tax-free-gifts-to-charity https://www.investopedia.com/terms/i/intangible-drilling-costs.asp https://www.crfb.org/blogs/tax-break-down-intangible-drilling-costs Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Investing involves risk, including the potential loss of principal. This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. A ROTH Conversion is a taxable event. Consult your tax advisor regarding your situation. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Gas and oil investments are speculative in nature and are sold by Private Placement Memorandum (PPM). Carefully read the PPM before investing. Certain accreditation requirements may apply. Donor Advised Funds represent an irrevocable gift of assets from the donor to the fund. Contributions made to the fund are irrevocable and cannot be returned or used for any other individual or used for any purpose other than grant making to charities. The gift is not an investment or a security. When evaluating a contribution to the fund, carefully consider the terms and conditions, limitations, charges, and expenses. Depending on the tax filing status, DAF contributions may or may not be tax deductible.
⏱️ TIMESTAMPS00:00 - COMING UP02:00 - THE FIGHT FOR THE TV REMOTE05:00 - NANCY WHEELER THE SHOOTER09:00 - JUDGE A BOOK BY IT'S COVER25:00 - NIGERIA ARE STILL FIGHTING FOR THE WORLD CUP27:00 - THE GREATEST REALITY TV38:00 - CELEBRITIES THAT HAVE YOU STARSTRUCK44:00 - POUR SOME LIQUOR OUT FOR ME50:00 - CAN YOU MAKE £100K TAX FREE STRETCH FOR A YEAR?01:00:00 - NIGERIAN PIRATES01:13:00 - MY WIFE KEEPS MESSING UP01:20:00 - WORK CHRISTMAS PARTY FOOD01:21:00 - BAUGETTE AND SHITTO 01:26:00 - THREESOMES, EATING NYASH, AND COCK PILLS01:44:00 - THE WATCH LIST OR CHICKEN FROM THE FRIDGE 02:02:00 - TRIVIA 02:25:00 - DAVES AND TEMS SOFT LAUNCHING02:31:00 - IF SHE DOESN'T FINISH HER FOODMEMBERS SECTION:RICE AND SUSHICRAZY CHRISTMASBOYFRIENDS AND CHRISTMAS DAY ANTICSNIGHT LIFEDILEMMASLAB DIAMONDSFRIENDS WITH A WOMANAKAASH'S WIFE SITUATIONPREGNANT SISTER PRANKPARENTING AND PROTECTING THE KIDSEVERYTHING SOUNDS GOOD
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre your retained earnings quietly shrinking under taxes and inflation — even though your business is thriving?If you're an incorporated business owner, you've likely felt boxed in by bad options: pull money out and lose nearly half to tax, leave it sitting idle, or invest and watch passive income get hit with punitive rates. Meanwhile, wealthy families seem to grow corporate wealth smoothly, access liquidity when they need it, and pass money on with minimal tax friction. This episode breaks down why that gap exists — and how the rules of the Canadian tax system actually reward those who know how to structure properly.In this episode, you'll discover:How holding companies and connected corporations can turn retained earnings into 0% tax investment incomeWhy most “safe” corporate investments are tax traps — and what replaces themThe missing strategy that allows you to access corporate wealth tax-free during life and at deathPress play now to learn how incorporated business owners turn retained earnings into a tax-free corporate wealth flywheel.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Corporate wealth management for Canadian business owners goes far beyond basic investing—it's about building a complete Canadian wealth plan that turns retained earnings into tax-free income while supporting long-term financial freedom in Canada. Through smart corporate tax strategies like holding company structures, life insurance planning, salary vs dividends optimization, and tax-efficient investing, entrepreneurs can create reliable passive income, accelerate early retirement strategies, and support a modest lifestyle wealth approach without unnecessary tax drag. By combining corporate weReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
In this episode of the Know Your Numbers, REI Podcast, hosted by Chris McCormack, we delve deep into tax planning for high-income earners who exceed the contribution limits for Roth IRAs. Chris explains the benefits of a Roth IRA and introduces the 'Backdoor Roth IRA' strategy as an effective means to build tax-free wealth for retirement.Learn about specific income thresholds, contribution limits, and practical steps to transition from a traditional IRA to a Roth IRA. Discover why this strategy is crucial for legacy planning and ensuring a tax-free retirement.Don't miss these valuable insights to enhance your retirement planning!Tune in to the Know Your Numbers REI podcast for valuable tax planning tips and strategies to keep more money in your accounts. Don't miss out on empowering yourself with the knowledge to make informed financial decisions. Subscribe now and stay informed!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.
Health Reimbursement Arrangements and AI's Economic Potential: Colleague Gene Marks advocates for Health Reimbursement Arrangements, noting they allow small businesses to control costs while employees buy their own insurance tax-free, also discussing AI's potential to double economic growth and advising businesses to ignore doomsday predictions and embrace tools that enhance productivity and daily life. 1964
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros Podcast, host Michelle Kesil interviews Fred Moskowitz, an expert in mortgage note investing. Fred shares insights on the benefits of investing in mortgage notes, the challenges faced in the industry, and strategies for scaling a business through social media. He discusses the importance of diversifying income streams, leveraging retirement accounts for investments, and the significance of networking and building relationships in the investment space. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Thanks to our partners Promotive and Wicked FileAre you rewarding your team, or paying extra taxes to do it? Could a few words on your payroll save you thousands a year?In this episode, Hunt Demarest, CPA with Paar, Melis & Associates, explains why the difference between an allowance and a reimbursement could save both you and your employees thousands of dollars a year.From cars and cell phones to tool truck payments, Hunt breaks down how changing just a few words on your payroll setup can turn a taxable perk into a tax-free benefit. Through clear examples and real-shop math, he reveals how to keep Uncle Sam's cut out of your employee bonuses and put that money back where it belongs — in your business.If you've ever handed out end-of-year bonuses, paid mileage, or covered employee phone bills, this episode will show you a smarter, legally compliant way to do it.Shop owners, service advisors, and bookkeepers who want to reward staff without paying unnecessary payroll taxes.What you'll discover…(02:00) How a small change in wording saves 25–30% in taxes(04:10) Why giving an “auto allowance” is the same as providing a raise (07:10) Cellphone allowance insights(11:00) Tools allowance and reimbursement insights(11:40) How a $200 tool payment becomes $150 after taxes, and how to make it a full $200 with one form(14:10) What the IRS calls “fringe benefits” and how to use them responsibly to benefit both sides(14:30) Turning bonuses into reimbursements so your team keeps 100% of their moneyThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt...
Florida may eliminate property taxes and keep no state income tax. Patrick breaks down the $61B gap, who wins or loses, funding options, and how this impacts affordability, migration, and first-time buyers. Is this bold strategy smart or risky for Florida's future?
As a property management business owner, you likely work with seasoned investors who are always looking for new ways to build and preserve their wealth and assets. In this episode of the #DoorGrowShow, property management growth expert Jason Hull sits down with Alan Porter to discuss how to reveal the powerful financial strategies the wealthy and large financial institutions use and how you can apply them. You'll Learn [01:09] Alan's Inspiration for Uncovering Financial Secrets [08:38] Learning Financial Planning Strategies 90% of People Don't Know [12:25] How to Get Started on the Path to Tax-Free Retirement [15:43] Strategies For Property Managers and Their Clients Quotables "The one thing you can always trust is for everybody to look out for their own self-interest." "If your own self-interest is in alignment with their interests, then that's a win-win. Otherwise, someone's gonna lose." "If you don't have a plan, make one. But you've got to have a plan and improve on it all the time." Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Alan Porter (00:00) I teach people to think outside the box, conventional financial planning, and show them the strategies that the wealthy and banking institutions have been using for years. Now, I show people how to become their own bank. Jason Hull (00:10) All right, welcome everybody. I am Jason Hull, the founder and CEO of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry. We have spoken to thousands of property management business owners, coached, consulted, cleaned up hundreds of businesses. Alan Porter (00:26) Thank Jason Hull (00:35) helping them add doors, improve pricing, increase profit, simplify operations. And we run the leading property management mastermind in the industry. At DoorGrow, we believe good property managers can change the world and that property management is the ultimate high trust gateway to real estate deals, relationships, and residual income. We are on a mission to transform property management business owners and their businesses. We want to transform the industry. eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. Now, let's get into the show. So my guest today is Alan Porter of Strategic Wealth Strategies. Welcome, Alan. Alan Porter (01:16) Well, thank you for having me on. Jason Hull (01:18) Yeah, glad to have you. And we're going to be talking about, he's going to be sharing how to reveal the powerful financial strategies, the wealthy use, how you can apply them to. Alan will be uncovering the IRS approved playbook for retiring completely tax free, explain the millionaire tax strategies business owners use to keep more of what they earn and break down Wall Street myths to show how to build lasting wealth without market volatility. So Alan. Again, welcome to the show and why don't we kick things off by give us a little bit of background on you. How did you get into entrepreneurism, into business and give us a little bit of backstory so we understand how this all came to be. Alan Porter (02:00) Well, I never thought I'd be doing this. I retired from the military back in 1993. I was a Blackhawk instructor pilot and I told everybody I had a safe landing for every takeoff and I dodged all the bullets and I had a great career. And I got enrolled in the real estate mortgage business after that up till about 2008. I've had some tragic things happen to my family. In 2009, live in Little, mean Fayetteville, North Carolina. My son lived in Little Rock, Arkansas with his wife, Lynn. She was 39 and they had two little girls that were seven and four. Jason Hull (02:19) in 2009. Alan Porter (02:28) Well, we went down there for Christmas in 2009, but my son had been 100 % disabled for three years and still not getting the disability. And January 5th changed my entire life. His wife, Lynn, called me up. said, Alan, I've been diagnosed with stage four pancreatic cancer and they've given me six months to live. Of course we were all devastated, but there's a huge financial problem that's developed in my son's family because there's no money coming in. Jason Hull (02:28) Well, we went down there for business in 2009, but my son had been 100 % disabled for three years and still not in a disability. Wow. And January 5th changed my entire life. His wife Lynn called me up, she said, Alan, I've been diagnosed with stage 4 pancreatic cancer and they've given me six months to live. Of course, we were all devastated. Yeah, I bet. there's huge financial problem that's developed in my son's family because of the money coming in. Alan Porter (02:55) I'm helping them out, but I don't know for how long Jason Hull (02:55) I'm helping him out, but I don't help him. Alan Porter (02:56) until I'm gonna have to sell my house or do something. But I was like 99 % of the people out there, Jason, that thought life insurance was a death product that you had to die to benefit from it. Well, little did I know she had a terminal illness right or her life insurance policy that she could access within one year of diagnosis of this deadly disease and was completely tax free, which I knew nothing about. It was hundreds of thousands of dollars. Jason Hull (02:58) Yeah. Really? Alan Porter (03:21) And if it had not been for that, my son would be bankrupt and it took a huge financial strain off of me. Jason Hull (03:25) Yeah. Well, long story short, died a year later, so I moved my son back here to Fayetteville, North Carolina. But about a year after that, my daughter's an oncology nurse, and her husband's a doctor at Woodbrook and Raleigh, North Carolina, and just gave birth to my third grandson. And she was diagnosed with breast cancer, and it was very bad. We didn't think she was going to live. Well, now in 2023, she's been 12 years cancer free, but she also was diagnosed with Graves' disease, thyroid eye condition. Alan Porter (03:26) Well, to a long story short, she died a year later. So I moved my son back here to Fayetteville, North Carolina. But about a year after that, my daughter, who's an oncology nurse and her husband's a doctor, they live up in Raleigh, North Carolina, had just given birth to my third grandson. And she was diagnosed with breast cancer and it was very bad. We didn't think she was going to live. Well, now in 2023, she'd been 12 years cancer free, but she also was diagnosed with Graves disease and thyroid eye condition. There's only one treatment for it. It's not a cure-all for anything, but Jason Hull (03:51) And there's only one treatment for it. It's not a cure-all. Alan Porter (03:55) it's a treatment. It's an infusion, eight infusions of this drug is called Tepezza I believe. The first one was like $32,000. The last one was almost a quarter of a million dollars. That was in May of 2023. On January of 2024, the thyroid eye condition came back. In February, she went to the doctor. The doctor said, Nicole, I'm sorry, there's nothing we can do until you go blind and then we can operate. I'm thinking, man, what a prognosis. Jason Hull (03:55) my Yeah. ⁓ Alan Porter (04:21) So we tried to get her a study at Duke. She didn't qualify for that because she had already taken the Tepezza But April did get her into the Mayo Clinic in Rochester, Minnesota. But basically there's nothing they can do for her. She was up there for about four days for testing and consultation. But basically, like I said, there's nothing they can do for her. They got a drug that may be 50 % effective. It's not improved by insurance. And believe it or not, it's even more expensive than the Tepezza is. And it's just, I mean, so. Jason Hull (04:39) Yeah. Yeah. Alan Porter (04:51) So both of my kids are living day to day in misery. And when I got started in this, knew, like I said, these things, because I was to have a very successful real estate mortgage business. And I said, these financial strategies that the insurance companies have, why don't people know about this? These are the greatest financial vehicles out there. People tell me, well, listen to Suzy Orman and Dave Ramsey, insurance is not a good investment. Well, first off, it's not an investment. Jason Hull (04:54) When I got started in this, knew, like I said, these things, because I was very successful in estate in my early years. I said, these financial strategies that the insurance companies have, why don't people know about this? These are the greatest financial vehicles out there. People tell me, listen, as soon as you arm it today, Ramsey, insurance is not a good investment. Well, first off, it's not an investment. Alan Porter (05:18) It's an asset class all of its own. There's no other financial product that can Jason Hull (05:19) It's an asset class all of itself. There's no other financial product that... Alan Porter (05:23) provide the protection, performance, and benefits of cash value life insurance when properly structured and fixed and fixed indexed annually. And I'll give you one big point. They eliminate or mitigate the risk in retirement that a stock portfolio only compounds. That's absolutely... Let me ask you this. Have you ever heard of sequence of returns risk? Jason Hull (05:23) could provide the protection, performance, and benefits of cash, money, or life insurance. Yeah. if you have one big point, they eliminate or mitigate the risk in retirement that a stock portfolio only compacts. That's absolutely, let me ask you this, have you ever heard of sequence of returns risk? Sequencing returns? Sequence of returns risk. No. Alan Porter (05:46) Sequence of returns risk. Well, don't feel lonely because 99 % of the people I talk to, to include multi-millionaires that have fee-based advisors. And let's say that you're 65 years of age and you go to retire and you got a million dollars in your stock portfolio. They used to say a 4 % distribution rate was a safe distribution rate to last for 30 years, index for inflation at 3%. Well, my plans go to age 120. They don't cut off in 30 years. Jason Hull (05:50) Well, don't feel lonely because 99 % of the people I talk to include multi-millionaires that have fee-based advisors. let's say that you're 65 years of age and you go to retire. You have a million dollars in your stock portfolio. They used to say a 4 % distribution rate was a safe distribution rate to last for 30 years, index for inflation at 3%. Well, my plans go at age 120. They don't cut off in 30 years. But the problem with that 4 % distribution rate Alan Porter (06:15) But the problem is that 4 % distribution rate, that's Jason Hull (06:19) That's $40,000 a year. And that stock portfolio, that's not guaranteed. What if you have a 10 % loss the first year? now your million dollars goes down to $900,000 minus the $40,000 you took out minus the fees you paid on financial advisor whether you make money or not. And then the next two to three years, 2008 happens again, where you lost 38 to 52%. You never got the money in the fifth year. And when I tell people about this, they're financial advisors, Alan Porter (06:19) $40,000 a year. And that stock portfolio, that's not guaranteed. What if you have a 10 % loss the first year? So now your million dollars goes down to 900,000 minus the $40,000 you took out minus the fees you pay that financial advisor, whether you make money or not. And then the next two to three years, 2008 happens again, where you lost 38 to 52%. You're going to be out of money in the fifth year. And when I tell people about this and their financial advisors, Don't tell them, I mean, they're said, I said, why do you think that is? Jason Hull (06:45) don't tell them. I made letters, I said, why do you think that is? Alan Porter (06:48) It's because they make a fee whether you make money or not. The number one fear in retirement is running out of money before you run out of money. I can eliminate that. Jason Hull (06:49) Because they make a fee, well, if you make money or not. The number one fair return is 20,000 dollars. Yeah, compensation structures are incentive models. And so if their incentive is not to tell you, it's because they're getting paid to not tell you. Well, they're supposed to be fiduciary looking out for their best interest clients. I'm a certified financial financial advisor. Yeah, but regardless, the one thing you can always trust is for everybody to look out for their own self-interest. Oh, you're right there. Alan Porter (06:59) Yeah, exactly right. Well, they're supposed to be fiduciaries looking out for their best interest clients. I'm a certified financial fiduciary. you're right there. Jason Hull (07:18) So if your own self-interest is in alignment with their interests, then that's a win-win. Otherwise, someone's gonna lose. Yeah. It's always the clients. Yeah. Yeah. Okay, well, that's quite the story. how is everybody doing now? Alan Porter (07:26) Yep. And it's always the client. My son looks like he's 85 years old and my daughter's living day to day in pain. Jason Hull (07:43) Yeah, yeah. So you have this burden of trying to figure out how do I take care of them? How do I make sure that, you know, taking care of your kids and, you know, nothing's more stressful emotionally or more motivating for us as a parent than our own kids having it going through a tough time. Yeah. I remember my oldest daughter, she was born with a birth defect that there was a rotation in her gut and she was just always sick, throwing up, stuff like this. Well, she almost died. We didn't know this. got, went and got a scan. Everything was inflamed. They're like, we have to do emergency surgery immediately. And yeah, it was pretty scary as a parent. And they had to like pull her guts out, do surgery, put them back in. And she was a little kid, you know? Now she's my oldest. I mean, she's still my oldest, but now she works for me. and in DoorGrow which is great. But yeah, I remember those times. That's really scary. And I can imagine that's just really a big load on your shoulders. So did this kind of spark you creating the strategic wealth strategies then? Alan Porter (08:30) No. Absolutely, that's my passion for this. I'm very passionate about what I do. It's all about education because people don't know. Jason Hull (08:49) Explain the passion, like what gets you excited about this? Alan Porter (08:53) Well, educating people. That's what I did in the Army. I was an educator. I taught people how to fly. it's just like this, educating people. I teach people to think outside the box, conventional financial planning, and show them the strategies that the wealthy and banking institutions have been using for years. Now, I show people how to become their own bank. I've been doing this for a decade and a half. And why don't everybody doesn't do this? I don't know why. mean, you borrow money from yourself, you pay yourself back compound interest. Jason Hull (09:16) you Alan Porter (09:20) and not the financial institutions and you eliminate the effective interest cost that you pay on the money that you borrow. And people, are you aware of what effective interest cost is? Banks love it. I had a gentleman who wanted to do my debt free for life plan. And I said, well, how much debt do you have? He says, well, we bought a new house a couple of months ago, a couple of car payments, a loan and a credit card. I said, what's the interest rate on your mortgage? He said 2.75. Jason Hull (09:20) Yeah. And people, are you aware? No, what is that? Alan Porter (09:46) I said, what's your effective interest cost on that? He says, well, I don't know what you're talking about, Alan. I said, don't fill it, only most people don't. Fill out my form, we'll do a Zoom conference the following week. I said, you got $461,000 in debt. That's not your problem. The problem is the 49.76 effective interest cost, you're paying on that 2.75 % mortgage. His eyes got real big and he said, Alan, how is that possible? I said, it's not going to get down to the 2.75 until the last couple of months of the mortgage. Jason Hull (10:10) Yeah. ⁓ Alan Porter (10:14) You've got a credit card here that's over 90 % effective interest cost. And even though you've got great credits, your average effective interest cost is over 46%. So my next question to him was, what financial vehicle are you investing in, your 401k or anything else, that gives you a 46 % return on your money? Because 46 cents of every dollar that you pay out goes to compound interest for some financial institution, and that money's gone for you forever. Jason Hull (10:17) and ⁓ Alan Porter (10:38) He said, well, nothing. In fact, I lost 10 % of my 401k. Jason Hull (10:40) Yeah, that'd be hard to find that much. And then my last question was how long does it you to your debts off? I said with my cap three buck of money and a whole lot of insurance policy, 14.17 years past, saving $73,000. And in the 10th year it would be 52 years of bids, and there's over $149,000 in cap Alan Porter (10:43) And then my last question was, how long can it take you to pay your debts off the way you're doing it? I 20 some years. I said, with my tax-free bucket of money and a whole life insurance policy and our software, we're paying all your debts off 14.17 years faster, saving you $73,000 in interest. And in the 10th year, you'll be 52 years of age and there's over $139,000 in a tax-free bucket of money that you can use ⁓ to buy a new car, whatever, college education for your kids. Jason Hull (11:06) you can use uh buy a new car whatever college education for your kids at that point your debt benefits will be $400,000 in tax-free money from the federal bank but think about this you don't have to any more money in this by the time you're 65 there'll be over $400,000 in tax-free money that you can use to supplement your income that does not affect the taxation of social security or the tax and community care part which will be in the thousands per year Alan Porter (11:13) At that point, your debt benefits over $400,000 of tax-free money to protect your family. Think about this. You don't have to put any more money in this. By the time you're 65, there'll be over a quarter of a million dollars in a tax-free bucket of money that you can use to supplement your income that does not affect the taxation of Social Security or the means testing for Medicare Part B, which will be in the thousands per year. You're protected from lawsuits, liens, and judgments, and it eliminates or mitigates all the risk in retirement. This is absolutely great for real estate investors. Jason Hull (11:35) Yeah. Yeah ⁓ Alan Porter (11:42) Because once they build that money up in the cash value of their policy, they can take it, go buy a property, and pay themselves back. I do this all the time. I just bought two new cars in last two years. I pay myself back. I'm going to have tens of thousands of dollars more because I compounded interest for me instead of some financial institution. Jason Hull (12:03) So you said multiple times, like why aren't people doing this? Well maybe you could answer your own question, why aren't people doing this? Alan Porter (12:10) It's lack of education. It ought to be taught in high school, but it's not. I've got college professors with PhD degrees in accounting and finance. They have no idea what I'm talking about. They ask me to teach their classes. Jason Hull (12:20) Yeah, got it. So it was just a lack of education on this. Alan Porter (12:24) That's exactly what it is. Jason Hull (12:25) So, yeah, well, I mean, it sounds like something that everybody should be doing. So how does somebody get started with this or how do they become aware of this or what would you say are the first steps? Alan Porter (12:38) Well, give me a call. I don't charge for my consultation services. That's free. It's an education. I think everybody needs to know these things because it will change their financial future, not only for them, but for their family also and possibly generations to come. at 9-8-5. Jason Hull (12:52) So Alan, it sounds like you've kind of found a passion in this. You really enjoy helping people to be able to figure this out and do this. Alan Porter (13:00) Absolutely. Jason Hull (13:01) So yeah, I think that's noble. I think this is pretty awesome. So for those that are listening to this point, I'm going to read a quick word from our sponsor and then Alan, I'm going have you share your phone number so they can get in touch with you and we can keep talking about it. So this episode is sponsored by KRS Smart Books. So if you're a property manager, are you tired of getting tangled up in numbers? KRS Smart Books has your back. They specialize in property bookkeeping. for small to mid-sized managers who'd rather focus on, well, managing. With over 15 years of experience in real estate accounting, their pros in AppFolio, Yardi, and all the top property management software, trust them to make your monthly reports hassle-free so you can get back to what really matters running your business. Head over to krsbooks.com to book your free discovery call. All right, so Alan, what's the number that they should get? to get in touch with you or to reach you to find out about this. Alan Porter (13:59) You can call me at 910-551-1046, email me at strategicwealth, the number zero at gmail.com. And you can always go to my website, which is www.strategicwealthstrategies.com and you can book appointment there. And I've got a plethora of information on that website. Jason Hull (14:18) What? Great, thanks for sharing. So for those that are listening, some people might listen to this and go, well, that's nice, but Alan probably can only work with people that maybe have a million dollars or that are ultra wealthy or have lots of savings. People will listen to this and say, that's probably not for me. What would you say to that? Alan Porter (14:39) Well, quite frankly, bull I work with everybody. know, I'm for the military. Military people don't make a lot of money. Okay. And I work with them, but I work with regular, regular working people that I mean, I'll give you a perfect example. I asked people, said, why do you contribute to a 401k? They said, well, it's a tax deduction. I said, no, it's a tax compounder. And I thought you don't think tax is going to be higher when you retire. I got another thing coming for you. Jason Hull (14:43) Okay. Right. Alan Porter (15:07) But see, thing is people don't understand. 1 % of people out there don't even think there's a fee in a 401k. A 1 % fee over a 30-year period will reduce your income by one-third. The average fee in a 401k is 2.99%. Now that's by Forbes Magazine and the Laptimes. People have less than two-thirds of their money and then they get hit with taxes anywhere from 20 to over 55%. And they're not prepared for it. They're not prepared for long-term care, which costs right now between $50,000 to $200,000 a year. I can get money for that's tax free for pennies on the dollar. It's just a matter of education. Jason Hull (15:43) So for the property management business owners listening, a lot of them will have sometimes hundreds of clients that are investors and they're wanting to maximize their investments, how would this maybe benefit the property management business owners to be better educated on this and have a strategic partner like you? Alan Porter (16:03) Well, the thing is, you've to have a plan. If you don't have a plan, make one. But you've got to have a plan and improve on it all the time. But it's just like, you know, building up your cash value and borrowing from yourself to buy a property and paying yourself back. That's an absolutely great thing for a real estate investor. And these property managers, I've got health and wellness programs. If you've got employees over 10 employees, understand this. The employer will save anywhere from $500 to $700 a year in FICA taxes. The employee and the employer have 1,100 drugs, prescription drugs, at zero copay. That's 20 to 30 % of healthcare costs. Jason Hull (16:37) Yeah Alan Porter (16:50) I mean, and they also have an accidental indemnity program and that's not for the employer, but they have a revolution health app. They've got the number one telehealth app according to JD Power and associates. It's a plethora of benefits. We have legal club, we have identity shield. It's just all at no net cost to employer and no net cost to the employee. It's the section 125 of the tax program. Jason Hull (17:06) This is all at no net cost reported at no net cost reported. Got it. Got it, interesting. Okay, well cool. Well what else would people generally ask about this or should we make sure that the listeners are aware of related to this? Well, are you... Alan Porter (17:26) Well, are you risk averse? Are you conservative? You know, it's just like when you go to retire and you've got that million dollars in stock portfolio, a 4 % distribution rate, $40,000. If you had a property constructed fixed indexed annuity at, say, age 65, you'd only need approximately $650,000 of that stock portfolio to give you the same $40,000 a year. That's guaranteed for the rest of your life. we're guaranteed. Jason Hull (17:53) New York Heat. ⁓ Alan Porter (17:53) Never to have a loss through the market because we're not tied to the market for our gain. We use indexing strategies and every time that indexing strategy goes up we have increasing income and the older you get the higher the distribution rate is. You can't do that with a stock portfolio. It's not even comparable. Jason Hull (17:59) And every time that index of strategy goes up, we have increasing income. And the older you get, the Yeah, yeah. Well, Alan, I appreciate you coming on to the DoorGrow show and bringing this to light for those listening that are not aware you're doing your purpose of educating. So appreciate that. And to wrap up what final words do you have? And then again, why don't you go and share how people can get in touch with you one more time. Alan Porter (18:31) Okay, well I've got a best-selling book out right now on Amazon. It's called Tax-Free Retirement Solution. Again, Tax-Free, Tax-Free Retirement Solution. Jason Hull (18:38) It's called tax, tax free. Retirement solution, okay. Got it. Alan Porter (18:45) And again, you can call me at 910-551-1046. My email is strategicwealth, the number zero at gmail.com. And you can go to my website, which has a plethora. I've got videos, I've got blogs, I've got everything there. And you can book an appointment there at www.strategicwealthstrategies.com. Jason Hull (18:51) email is strategicwealth0 at gmail.com and you can go to my website which has a cluster. I've got videos, I've got blogs. book an appointment there at www.strategicwellscladagy.com. Awesome. Alan, appreciate you being on the show and thanks for your service. You mentioned your former military. Yeah, I appreciate it. So for those watching, if you've ever felt stuck or stagnant in your property management business, you want to take it to the next level, reach out to us at doorgrow.com. Also be sure to join our free Facebook community, Just for Property Management Business Owners at doorgrowclub.com. Alan Porter (19:13) Well, I appreciate it. Jason Hull (19:31) And if you would like to get the best ideas in property management, join our free newsletter at doorgrow.com slash subscribe. And if you found this even a little bit helpful, don't forget to subscribe and leave us a review. We'd really appreciate it. And until next time, remember the slowest path to growth is to do it alone. So let's grow together. Bye everyone.
A lot of borrowers are wondering how to get their loans forgiven without getting crushed by taxes later, especially with that 2026 tax-free forgiveness deadline creeping closer. In this episode, I walk through the lesser-known ways forgiveness can be tax-free, how timing affects whether you owe anything, and what thoughtful planning looks like if you're headed toward taxable IDR forgiveness. You'll also hear several listener questions that tie directly into PSLF quirks, marriage and income decisions, and whether refinancing really makes sense for high earners. Key moments: (01:35) Employer lump-sum PSLF mess and how to escalate when servicers contradict themselves (08:11) Acupuncturist's loans, marriage stress, and married-filing-separately trade-offs (16:57) Should high earners refinance or keep federal protections and flexibility (26:03) What happens if PSLF rules get blocked, and who should actually worry (29:11) Tax-free forgiveness strategies, tax bomb planning, and smart moves before 2026 Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts Subscribe to the newsletter Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Get profession-specific financial planning Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!
In the world of entrepreneurship, they say success takes 10 years and a lot of grit. For Van Carlson, Founder & CEO of SRA 831(b) Admin, it took 18 years to become the largest manager of self-insured 831(b) plans—a true testament to niche mastery and resilience.Van's journey was forged in fire: the 2008 Great Recession hit his commercial clients hard, forcing him to completely reinvent his approach to business risk. Out of that challenge, he built a company that re-engineered how small businesses protect their wealth and operations.If you're a high-growth founder looking to shield your company from economic turbulence and utilize advanced tax-advantaged strategies, this episode is essential listening.In this episode, Van breaks down:The 2008 Pivot: How a massive economic downturn forced him to rethink his entire business model, leading to the creation of SRA and the 18-year path to industry dominance.The Tax Advantage CEO: The powerful, often overlooked 831(b) strategy that allows small businesses to self-insure tax-deferred dollars, creating a financial fortress against economic dips, natural disasters, and unforeseen events.Becoming the Industry Leader: The specific market positioning, strategy, and dedication required to become the largest manager in a highly specialized financial niche.Navigating Headwinds: How Van helps clients tackle modern market challenges like increased tariffs and regulatory red tape by empowering them with self-insurance tools.Tune in to discover the strategic risk management that high-level entrepreneurs use to maintain market advantage and long-term financial security.Support the showRemember to subscribe for free to stay current with entrepreneur conversations. Want the episode freebie or have a question for our guest or Vincent? Interested in becoming a guest or show partner? Email us.This Episode is Brought to You By: Coming Alive Podcast Production: www.comingalivepodcastproduction.com Music Credits: Copyright Free Music from Adventure by MusicbyAden.
Welcome to the one hundred sixty first episode of the #ExpatChat podcast. We explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley break down the tax implications and financial considerations for Australian rugby players joining the new R360 tournament. Brett and James dive into the buzz around R360 and clarify the common misconception that player salaries will be “tax-free.” They explain why Australian tax residency rules make this more complicated than it seems—especially for professional athletes on short-term contracts. The discussion covers how section 23AG exemptions might apply and what players would realistically need to do to qualify. The episode also explores Saudi funding behind the league, the involvement of high-profile players, and commercial opportunities around both R360 and the P&G NRL team. Brett and James stress the importance of independent tax advice before signing overseas contracts, given the risks of remaining an Australian tax resident or losing NRL eligibility. They conclude with practical guidance for athletes, expats, and advisors navigating cross-border tax rules, while also sharing a preview of the final episodes of the year. Packed with myth-busting insights and timely advice, this episode equips Australian expats and athletes with a clear understanding of the real tax implications of international sporting deals and the considerations to make before moving abroad. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/user/atlaswealthmgmt
Shani and Mark speak about offset accounts. There are smart ways to take advantage of your offset account, but balance is the key.You can find the full article here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available.Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You'll learn how the structure works, how to access 60+ supported assets, when conversions make sense, when an IRA/LLC is appropriate, and how to stay compliant while maximizing tax-free upside.Whether you're an active crypto investor or just exploring tax-efficient strategies, this session will give you the tools to build a smarter, long-term plan for 2026 and beyond.You'll Learn- How crypto investing works inside a Self-Directed IRA- Why a Roth IRA can generate entirely tax-free crypto gains- How Traditional-to-Roth conversions work (and what actually triggers tax)- When an IRA/LLC “exchange account” becomes the right structure- How to access 60+ supported cryptocurrencies inside your IRA- How an HSA can also be used for crypto investingWhy Directed IRA?At Directed IRA, we've helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ The UAE isn't the zero-tax setup it once was, and for Mr Henderson, it no longer makes sense to keep a company there. In this episode, he explains why he's closing his UAE company, what's really changed behind the scenes, and who the UAE still works for. Stop trying to put two goals into one bucket. Where you live and where your company should be based aren't always the same, and this video breaks down why that matters. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.
In this episode: Why outdated beliefs about avoiding taxes on home sales can be costly, and the real rules you need to follow today. A surprising stat on how much of the country's income taxes are paid by just the top 1%. Key updates to Social Security thresholds, earnings limits, and the wage base for 2026. Smart year-end tax strategies that look beyond just 2025. A heads-up on the expanded SALT cap and how it might make itemizing deductions worth another look. A creative way to turn your home into a source of tax-free income for up to 14 days. The new age for RMDs, why inherited IRAs can trigger unexpected tax burdens, and how to rethink your Roth. Inclind founder, Shawn Tyndall, joins us and shares the lessons he learned scaling a web design and digital marketing firm from a college startup to a nationally recognized remote agency. He explains why specializing early matters, why client relationships trump one-time projects, and how his team thrives by keeping websites simple, fast, and evolving. From building trust beyond state lines to hiring for remote success, Shawn's insight is a blueprint for sustainable, tech-savvy entrepreneurship.
In this episode, Nic and I break down one of the most misunderstood concepts in estate planning: step-up in basis. We explain what basis is, why a step-up matters, and how common mistakes can cost your loved ones thousands in unnecessary taxes. If you've ever nodded along in conversations about basis while having no idea what it means, this episode is for you! We share real-world examples of how adding children to property deeds and accounts before death can create massive tax implications that could have been easily avoided with proper planning. TIMESTAMPS 00:00 - Introduction to basis and step-up in basis 00:21 - Why understanding basis matters to your legacy 02:15 - What exactly is "basis" and how does it work? 03:41 - Common mistakes people make with property titles 05:11 - The tax consequences of gifting vs inheriting 06:16 - Why adding children to bank accounts is problematic 06:43 - Better alternatives for estate planning 08:25 - Closing thoughts on staying "coachable" RESOURCES
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3351: Philip Taylor explains how the Roth IRA offers powerful tax advantages for retirement savers, especially those who want more flexibility, investment control, and tax-free withdrawals. Unlike traditional accounts, Roth contributions are made with after-tax dollars, meaning you can withdraw both your contributions and earnings tax-free in retirement, making it a smart option for many earners seeking long-term growth and financial security. Read along with the original article(s) here: https://ptmoney.com/what-is-a-roth-ira-and-how-does-it-work/ Quotes to ponder: "A Roth IRA is taxed just the opposite of the Traditional IRA and 401K." "Taxes can really eat into your investment earnings." "A Roth IRA is an excellent tool to help you save more money for your retirement." Episode references: IRS Roth IRA Rules: https://www.irs.gov/retirement-plans/roth-iras Vanguard Roth IRA: https://investor.vanguard.com/ira/roth-ira Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3351: Philip Taylor explains how the Roth IRA offers powerful tax advantages for retirement savers, especially those who want more flexibility, investment control, and tax-free withdrawals. Unlike traditional accounts, Roth contributions are made with after-tax dollars, meaning you can withdraw both your contributions and earnings tax-free in retirement, making it a smart option for many earners seeking long-term growth and financial security. Read along with the original article(s) here: https://ptmoney.com/what-is-a-roth-ira-and-how-does-it-work/ Quotes to ponder: "A Roth IRA is taxed just the opposite of the Traditional IRA and 401K." "Taxes can really eat into your investment earnings." "A Roth IRA is an excellent tool to help you save more money for your retirement." Episode references: IRS Roth IRA Rules: https://www.irs.gov/retirement-plans/roth-iras Vanguard Roth IRA: https://investor.vanguard.com/ira/roth-ira Learn more about your ad choices. Visit megaphone.fm/adchoices
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint and Allie talk about how to avoid giving the government a tax-free loan (aka getting a tax refund). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us a textIf you've ever wanted to move money from your business to yourself without paying extra tax, this episode is for you.In this episode, you'll learn how the Augusta Rule, also called the 14-Day Home Rental Rule, lets business owners rent their personal homes to their own business and receive that income completely tax-free. You'll also learn exactly how to document it, what proof the IRS expects, and the common mistakes that can get this strategy disallowed.
Games for Cures happens in November, and Dan Patriss has the information you need about this event, as well as the latest roundup of gaming news. Show your thanks to Major Spoilers for this episode by becoming a Major Spoilers Patron at http://patreon.com/MajorSpoilers. It will help ensure Munchkin Land continues far into the future! Join our Discord server and chat with fellow Spoilerites! (https://discord.gg/jWF9BbF) Contact us at podcast@majorspoilers.com NEWS Gamers For Cures 2025 is 11-8-25 in Cary NC. If you would like to buy raffles for the WALL go HERE And any Tax Free donations you can make are welcome, DONATE HERE! Bohemians Recall from Designers of Revive Federation:Piracy Other modes and SOLO! Lost Ruins of Arnak:Twisted Paths Gelati Wispwood Movie Tricks Lucky Duck has opened pre-order for Children of Morta. A Co-op Adventure style game with shared Bag-Building Nov '25 $97 deluxe $50 Regular Capstone Games Will Release and Expansion for Galileo Galilei called Luna Dec '25 ($35) Renegade games will be releasing a new edition of quite possibly one of my top 10 games of all time Lords Of Waterdeep as well as the Scoundrels of Skullport Expansion April '26 (LoW $55 Scoundrels $40) Fantasy Flight Games is releasing Wonder Man for Marvel Champions: The Card Game, Feb 26 ($19) Crowd Funding Game Found The Elder Scrolls: Heroes of Tamriel Coming soon: Terraforming Mars:Legacy KICKSTARTER Nature Big Box reprint and Climate Expansion Chronicles of Crime: Beyond Doubt Dice Throne:Vanguard Wonderland's War:Duel Cascadia: Alpine Lakes
Send us a textIf you've ever paid for business expenses out of pocket, like your phone bill, internet, or home office, and wondered if you can get reimbursed without paying more tax, this episode is for you.In this episode, you'll learn how an Accountable Plan lets business owners legally reimburse themselves and their employees tax-free. You'll also discover the 4 key rules every plan must follow to stay IRS-compliant, and the most common mistakes that lead to audit trouble.
Games for Cures happens in November, and Dan Patriss has the information you need about this event, as well as the latest roundup of gaming news. Show your thanks to Major Spoilers for this episode by becoming a Major Spoilers Patron at http://patreon.com/MajorSpoilers. It will help ensure Munchkin Land continues far into the future! Join our Discord server and chat with fellow Spoilerites! (https://discord.gg/jWF9BbF) Contact us at podcast@majorspoilers.com NEWS Gamers For Cures 2025 is 11-8-25 in Cary NC. If you would like to buy raffles for the WALL go HERE And any Tax Free donations you can make are welcome, DONATE HERE! Bohemians Recall from Designers of Revive Federation:Piracy Other modes and SOLO! Lost Ruins of Arnak:Twisted Paths Gelati Wispwood Movie Tricks Lucky Duck has opened pre-order for Children of Morta. A Co-op Adventure style game with shared Bag-Building Nov ‘25 $97 deluxe $50 Regular Capstone Games Will Release and Expansion for Galileo Galilei called Luna Dec '25 ($35) Renegade games will be releasing a new edition of quite possibly one of my top 10 games of all time Lords Of Waterdeep as well as the Scoundrels of Skullport Expansion April '26 (LoW $55 Scoundrels $40) Fantasy Flight Games is releasing Wonder Man for Marvel Champions: The Card Game, Feb 26 ($19) Crowd Funding Game Found The Elder Scrolls: Heroes of Tamriel Coming soon: Terraforming Mars:Legacy KICKSTARTER Nature Big Box reprint and Climate Expansion Chronicles of Crime: Beyond Doubt Dice Throne:Vanguard Wonderland's War:Duel Cascadia: Alpine Lakes
Games for Cures happens in November, and Dan Patriss has the information you need about this event, as well as the latest roundup of gaming news. Show your thanks to Major Spoilers for this episode by becoming a Major Spoilers Patron at http://patreon.com/MajorSpoilers. It will help ensure Munchkin Land continues far into the future! Join our Discord server and chat with fellow Spoilerites! (https://discord.gg/jWF9BbF) Contact us at podcast@majorspoilers.com NEWS Gamers For Cures 2025 is 11-8-25 in Cary NC. If you would like to buy raffles for the WALL go HERE And any Tax Free donations you can make are welcome, DONATE HERE! Bohemians Recall from Designers of Revive Federation:Piracy Other modes and SOLO! Lost Ruins of Arnak:Twisted Paths Gelati Wispwood Movie Tricks Lucky Duck has opened pre-order for Children of Morta. A Co-op Adventure style game with shared Bag-Building Nov ‘25 $97 deluxe $50 Regular Capstone Games Will Release and Expansion for Galileo Galilei called Luna Dec '25 ($35) Renegade games will be releasing a new edition of quite possibly one of my top 10 games of all time Lords Of Waterdeep as well as the Scoundrels of Skullport Expansion April '26 (LoW $55 Scoundrels $40) Fantasy Flight Games is releasing Wonder Man for Marvel Champions: The Card Game, Feb 26 ($19) Crowd Funding Game Found The Elder Scrolls: Heroes of Tamriel Coming soon: Terraforming Mars:Legacy KICKSTARTER Nature Big Box reprint and Climate Expansion Chronicles of Crime: Beyond Doubt Dice Throne:Vanguard Wonderland's War:Duel Cascadia: Alpine Lakes
Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ Javier has shared alot of information on Panama and even the BVI, but today he discusses some of the lesser-spoken-about jurisdictions to incorporate in. These places that offer strong incentives and can be the right fit for the right type of entrepreneur. If you're looking to build an international structure, these underrated options might surprise you! Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.
From the archive: This episode was originally recorded and published in 2022. 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. Carter Cofield is a licensed C.P.A who's goal is to teach entrepreneurs how to live tax-free. Top 3 Value Bombs 1. As an entrepreneur you are creating jobs, which stimulates the economy, so the government has massive tax breaks for entrepreneurs. The sad thing is, 90 percent of entrepreneurs have no idea 2. If you're saving 40 percent every year on taxes, that's more money to pass down to your kids, and to future generations. We need to start thinking and knowing that we have more control of our money 3. Every company is entitled to an annual meeting, and it can be wherever and whenever they want it to be. Do business with your friends and/or your family so you can host an annual meeting and have fun - and deduct 100 percent of your trip. 200 plus Tax Deductions For Business Owners And Side-Hustlers. Get 70 percent off - Tax-Free Living E-Book Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Quicksilver Scientific - Make advanced liposomal supplements so you can actually feel the difference - energy, focus, calm, recovery. Get 10 percent off plus free shipping at TryQS.com/fire.
Trump's Big Beautiful Bill is here... tipped income deductions, tax-free overtime, and 100% bonus depreciation are back. We break down what's already law, how it impacts real estate, and why it could change your tax strategy forever.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...
Think you need a big bank account or extensive investing knowledge to buy a rental property? Today's guest got started with no money down, and this first real estate deal would open the door to multiple deals and six-figure profits. How did he pull it all off? You're about to find out! Welcome back to the Real Estate Rookie podcast! Tony Borman hit it out of the park on his first two deals. After buying his first property with $0 down and selling it for a $50,000 profit only a couple of years later, he then found and fixed a property that gave him a $92,000 tax-free payday. But then he hit a snag in his investing journey—buying a rental that lost money once property taxes spiked and going through not one, not two, but seven different contractors on his very first house flip! Despite the recent hiccups, Tony is investing for the long haul, and in this episode, you'll learn how keeping your W-2 job can help you absorb large losses as you're learning the ropes. Tony also shares about the difficulty of finding (and keeping) great contractors, the biggest mistakes rookies make when analyzing rental properties, and the risks every investor needs to know about before tackling home renovations! In This Episode We Cover Creative ways to buy a rental property with as little as $0 down How to fix and flip properties (while living in them) for a massive tax-free payday The investing strategy that pays your mortgage (and helps you live for free!) The many benefits of keeping your W-2 job while investing in real estate House flipping risks every rookie needs to know about before getting started The costly mistake you can't afford to make when analyzing a rental property And So Much More! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-614 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices