Podcasts about tax free

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Latest podcast episodes about tax free

Small Business Tax Savings Podcast | JETRO
How to Reimburse Yourself Tax-Free (The Accountable Plan Explained)

Small Business Tax Savings Podcast | JETRO

Play Episode Listen Later Oct 29, 2025 14:55


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.

Munchkin Land
Munchkin Land #733: Gamers for Cures

Munchkin Land

Play Episode Listen Later Oct 29, 2025 20:00


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

Major Spoilers Podcast Network Master Feed
Munchkin Land #733: Gamers for Cures

Major Spoilers Podcast Network Master Feed

Play Episode Listen Later Oct 29, 2025 20:00


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

360 with Katie Woolf
Chief Minister Lia Finocchiaro says the NT has jumped from eight to fourth place in the latest CommSec State of the States report, attributing it to the CLP's rebuilding the economy measures including lifting the payroll tax free threshold and its home b

360 with Katie Woolf

Play Episode Listen Later Oct 27, 2025 23:36 Transcription Available


Investor Fuel Real Estate Investing Mastermind - Audio Version
Double Your Property Equity (Regardless of Market) + Grow Tax-Free Cash Reserves

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 24, 2025 25:20


In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Jeffrey Taylor, a financial services expert with 37 years of experience. Jeffrey discusses his approach to educating real estate investors on managing property equity, increasing cash flow, and eliminating debt. He emphasizes the importance of understanding amortization tables and offers strategies for doubling cash reserves and creating wealth without market losses. The conversation also covers the significance of building relationships with realtors and the educational resources available for clients.   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   —--------------------

The Nomad Capitalist Audio Experience
Smart Entrepreneurs Use These Tax-Free Companies

The Nomad Capitalist Audio Experience

Play Episode Listen Later Oct 23, 2025 10:44


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.

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Founder And Expert Alessandro Chesser Exposes the Tax-Free Trust the Ultra-Rich Use But You Don't (#484)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Oct 23, 2025 49:50 Transcription Available


Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“ Don't wait to start your entrepreneurial journey.” - Alessandro ChesserExclusive Insights from This Week's EpisodesFounder and Expert Alessandro Chesser exposes the hidden tax-free trust system the ultra-rich quietly use to multiply and preserve fortunes legally and efficiently. In this powerful conversation, he reveals how Dynasty is democratizing access to financial tools once reserved for billionaires. You'll learn how to protect your wealth, reduce taxes, and create generational impact—all without the complexity or gatekeeping of traditional advisors. 02:15 The problem with how most founders handle wealth after an exit06:40 How Alessandro discovered the power of digital trust structures11:25 The shocking tax loophole the ultra-rich use—and how it works legally17:10 Why traditional advisors keep these tools hidden from most entrepreneurs24:35 How Dynasty simplifies and democratizes high-level wealth planning31:50 The truth about building generational wealth without high fees or gatekeepers44:00 Action steps to leverage digital trust strategies todayClick here for full show notes, transcript, and resources:https://podcast.deepwealth.com/484Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Unlock Your Lucrative Exit and Secure Your Legacy

MoneyTalk Radio
Taking pension tax-free cash? Don't make these mistakes

MoneyTalk Radio

Play Episode Listen Later Oct 23, 2025 17:21


This week - should you take your pension tax-free cash now? Many of those near, or in retirement are asking themselves that question as rumours swirl of potential reforms to the system for retirement savings. What are the good - and bad - reasons to take tax-free cash? Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Investor Fuel Real Estate Investing Mastermind - Audio Version
Tax Free Real Estate Capital w/ Indexed Universal Life—Principal Protection & Policy Loans Explained

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 21, 2025 24:53


Host Erika speaks with Kayla Leatherwood of Leatherwood Finance about her innovative approach to financing real estate investments through indexed universal life insurance policies. Kayla shares her journey into real estate, the concept of being your own bank, and how she helps others achieve financial freedom. The conversation also touches on common misconceptions about financial products and the importance of educating consumers about their options. Kayla discusses her future plans for expanding her reach and the various ways she aims to help others in their financial journeys.   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   —--------------------

First Trust ROI Podcast
Ep 57 | Bill Housey & John Wilhelm | Overlooked Opportunities in Tax-free Bonds | ROI Podcast

First Trust ROI Podcast

Play Episode Listen Later Oct 20, 2025 47:27 Transcription Available


In the wake of underperforming municipal bonds this year, portfolio managers Bill Housey and John Wilhelm of First Trust highlight why they believe fresh opportunities for tax-free investors have emerged. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

It's Not Rocket Science Show
79 - How to Double Dip on Gains Tax Free Using High Cash Value Life Insurance Policies with Money Insights

It's Not Rocket Science Show

Play Episode Listen Later Oct 15, 2025 44:41


Ever wish your money could grow in two places at once? Brennan and Blake from Money Insights join Dr. Ann Sung to reveal a wealth strategy that turns idle cash into a powerful investment engine. Discover how high cash value life insurance—used the right way—can help you earn tax-free compounding growth while funding your next big move. They break down how this “Investment Optimizer” gives investors more liquidity, safety, and control, so every dollar you earn keeps working even when you're between deals.Tune in and start building a system where every dollar you own keeps growing, even while you sleep.Key Points From This Episode:How to make your money grow safely in two places at onceWhy high cash value life insurance can outperform traditional savingsTurning idle funds into an opportunity engine through the Investment OptimizerBorrowing against your policy while it continues to compoundHow to earn tax-free growth and create generational wealthThe flexibility of policy loans and why repayment isn't requiredA real-world case study showing how a 12% return becomes 15%How to protect your wealth while keeping liquidity and controlThink about how much money you are losing by having cash sitting in your bank accountResources:Money Insights GroupMoney Insights (Wealth Builder Series)Listen to the previous episodes hereWelcome to Productivity MD where you can learn to master your time and achieve the 5 freedoms in life!Show Notes - How to Double Dip on Gains Tax Free Using High Cash Value Life Insurance Policies with Money Insights Please subscribe and leave a review so you can help others who need the knowledge most discover this podcast. Visit https://www.productivitymd.com/ to learn more Here are 3 ways I can help you reclaim your time and be more productive:#1: Book a 15 minutes 1 Year 1-1 Peak Performance and Productivity Coaching Qualification Call now to learn more and take control of your time! #2: Join my Private Facebook Group and get full access to my 7-day Video Masterclass to 3X Your Productivity#3: Subscribe to Productivity MD Podcast (Formerly It's Not Rocket Science) on Health, Relationships, and Productivity or watch in YouTube.Follow Ann Tsung MD, MPH onAnn Tsung on FacebookAnn Tsung on YouTubeAnn Tsung on LinkedInAnn Tsung on InstagramAnn Tsung on Twitterhttps://www.productivitymd.com/2025/10/15/episode-79/

Merryn Talks Money
We Speak to the Pensions Expert Who is Taking His Tax-Free Cash Now

Merryn Talks Money

Play Episode Listen Later Oct 8, 2025 17:09 Transcription Available


John Stepek, senior reporter and author of the Money Distilled newsletter, is joined by pensions expert Tom McPhail to talk about pension protection. It's no secret that UK Chancellor Rachel Reeves is looking for ways to raise cash to balance the nation's books in the upcoming November budget. Stepek and McPhail discuss ways to keep your pension protected and keep more of your money.See omnystudio.com/listener for privacy information.

Financial Sense(R) Newshour
Roth Conversions & Tax-Free Buckets: Smart Planning for Market Highs

Financial Sense(R) Newshour

Play Episode Listen Later Oct 7, 2025 22:49


Oct 6, 2025 – Are record-high markets making your IRA balloon—and your tax worries grow? Jim Puplava and Crystal Colbert break down how market surges impact IRAs, explore Roth conversions, and share smart tax-saving strategies for retirees...

Dr. Friday Tax Tips
Overtime Pay: What's Really Tax-Free Under the New Law

Dr. Friday Tax Tips

Play Episode Listen Later Oct 7, 2025 1:00


From 2025–2028, part of your overtime pay won't be taxed. Dr. Friday explains exactly what qualifies and how much you can save. 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. New tax, new laws, new year. From 2025 through 2028, no tax on overtime. So this is a little more complicated than what a lot of people thought. They were thinking every dollar I make in overtime, I'm not going to pay tax on. It is only the halftime or the part that is truly overtime that we're going to be able to get credit for, up to $25,000. And it has to be on your tax W-2. It cannot just be a number you put together. It has to be reported to the IRS. You know, if you want to know more, you need to give our office a call. Set up an appointment or call us at 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.

Entrepreneurs on Fire
How to Live Tax-Free as an Entrepreneur with Carter Cofield: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Oct 5, 2025 25:44


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.

The Logan Allec Show
Gift Tax Explained + How Much Can You Gift Tax Free?

The Logan Allec Show

Play Episode Listen Later Oct 4, 2025 5:34


Are you looking to gift a lot of money to a loved one? How much can you gift without having to pay taxes on it? Want to gift tax free? Let me, a trusted CPA, tell you everything you need to know about the gift tax! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

Traders Mastermind
Is Spread Betting Really Tax-Free in the UK? HMRC Just Updated Their Guidance

Traders Mastermind

Play Episode Listen Later Oct 3, 2025 12:27


Sponsored by Pepperstone UK traders — this one's for you. Is spread betting truly tax-free? What if it's your only income? What if you're making serious money from it? In this episode, I break down the latest 2025 HMRC updates on spread betting and taxation, including some surprising clarifications buried in their official guidance. You'll discover: Why spread bets are treated differently from CFDs and futuresThe myth of “if it's your main income, you'll be taxed”What HMRC now says about professional gamblersWhy UK traders might have the best deal in the world (for now) Plus: A full blog post with links to the official guidance is available at TradersMastermind.com

Money Matters with Ken Moraif
Estate Planning: Part 4 How To Pass your House On to Your Heirs Tax Free

Money Matters with Ken Moraif

Play Episode Listen Later Oct 3, 2025 13:04


Thinking about how to pass your home to family the right way? In this episode, Ken and Jeremy walk through the Qualified Personal Residence Trust (QPRT)—what it is, when it's considered, key trade-offs, and common pitfalls to avoid. You'll learn high-level concepts like present-value discounting, trust timelines, living arrangements, and why professional advice is essential.What we cover:• What a QPRT is (at a high level)• Why some families explore a QPRT for a primary residence• The trade-offs (control, timelines, and irrevocability)• “What if I outlive the trust term?” considerations• Selling and moving (e.g., replacing the residence within the trust)• Why you must speak with an experienced estate attorney and tax professionalImportant: This video is educational and not legal, tax, or financial advice. Trusts and tax rules are complex and change over time. Outcomes vary based on your situation. Please consult a qualified professional before making decisions.RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.

Nedgroup Investments Insights
Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it's not too late

Nedgroup Investments Insights

Play Episode Listen Later Oct 2, 2025 5:57 Transcription Available


In this episode, Seugnet de Villiers and Trevor Garvin explore how South Africans over 50 can still unlock meaningful growth and flexibility through a Tax-Free Investment (TFI) account. Using a real-life case study, they illustrate how even late starters can benefit from compounding, asset allocation freedom, and tax-free returns — all while supplementing traditional retirement savings. Whether you're approaching retirement or advising someone who is, this episode offers practical insights to help make your retirement more resilient, rewarding, and tax efficient. LinkedIn · YouTube

The Long Term Investor
Year-End Tax Planning After the OBBBA (EP.224)

The Long Term Investor

Play Episode Listen Later Oct 1, 2025 31:00


Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. -----  Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the “One Big Beautiful Bill Act (OBBBA)” reshapes year-end planning for pre-retirees, equity-comp executives, and business owners—and what still works vs. what to rethink. Listen now and learn: ► How the new charitable-deduction mechanics affect bunching and donor-advised funds ► What the updated SALT landscape means—and when a PTET election may still be worth it ► Where pre-retirees can find Roth-conversion “windows” and how NIIT thresholds influence capital-gain timing ► The big moves for owners and executives—from RSU withholding gaps and ISO/AMT credits to QBI and bonus-depreciation options   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (03:08) OBBBA: What Actually Changed in 2025 (Rates, Estate & Gift) (05:29) Charitable Giving After OBBBA: 2% AGI Floor + Pease-Style Haircut (What It Means for DAF Timing) (7:42) SALT Deduction: $40k Cap With a Phase-Down for Higher Incomes (Plus PTET Strategy) (9:14) Social Security Isn't Tax-Free; New Senior Deduction Helps at Lower Incomes (10:11) Timing Still Wins: Why November Is the Last Best Window (and Why 2025 vs. 2026 Is Odd)  (12:33) Pre-Retirees: NQDC Spikes, Roth-Conversion Windows, and Capital-Gains/NIIT Coordination (17:31) Equity Compensation: RSU Withholding Gaps, Concentration Risk, and ISO/AMT Credits (21:34) Business Owners: QBI Permanence, 100% Bonus Depreciation, and Smoother Elections (24:15) PTET: Powerful, But Don't Miss the Payment Deadline (26:05) Often Missed: SEP IRA for Self-Employed Income and Director Fees (27:00) How a Tax-Led Engagement Works (and Why Advisory + Tax Prep Reduces Errors)   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Flipping Mastery Podcast
How to Lend Money From Your IRA on Real Estate Deals (tax free!)

Flipping Mastery Podcast

Play Episode Listen Later Oct 1, 2025 8:04


Did you know you can lend money from your Ira on real estate deals but you have to do it correctly. On this podcast, I'll show you the IRS rules you need to know, what you can and can't do and even how to earn a double digit annual return!Learn More About How To Be A PML For Jerry:https://reiprivatemoneylending.com/JerryNorton/apply-nowFREE Guide to Becoming A Private Money Lender:https://flippingmastery.com/fkpodGet Your SDIRA Set Up Today:https://directedira.com/appointment/This podcast was originally released on YouTube. Check out Jerry Norton's YouTube channel, with over 2,700 videos on all things wholesaling and flipping!  https://www.youtube.com/c/FlippingMasteryTVAbout Jerry Norton Jerry Norton went from digging holes for minimum wage in his mid 20's to becoming a millionaire by the age of 30. Today he's the nation's leading expert on flipping houses and has taught thousands of people how to live their dream lifestyle through real estate.    **NOTE: To Download any of Jerry's FREE training, tools, or resources… Click on the link provided and enter your email. The download is automatically emailed to you. If you don't see it, check your junk/spam folder, in case your email provider put it there. If you still don't see it, contact our support at: support@flippingmastery.com or (888) 958-3028.Get Access to Unlimited Free Property Searches and Downloads: https://flippingmastery.com/propwireWholesaling & House Flipping Software: https://flippingmastery.com/flipsterpodMake $10,000 Finding Deals: https://flippingmastery.com/10kpodGet 100% funding for your deals: https://flippingmastery.com/fspodMentoring Program: https://flippingmastery.com/ftpodFREE 8 Week Training Program: https://flippingmastery.com/8wpodGet Paid $8700 To Find Vacant Lots For Jerry: https://flippingmastery.com/lfpodFREE 30 Day Quickstart Kit https://flippingmastery.com/qkpodFREE Virtual Wholesaling Kit: https://flippingmastery.com/vfpodFREE On-Market Deal Finder Tool: https://flippingmastery.com/dcpodFREE Wholesaler Contracts: https://flippingmastery.com/wcpodFREE Comp Tool: https://flippingmastery.com/compodFREE Funding Kit: https://flippingmastery.com/fkpodFREE Agent Offer Sheet & Scripts: https://flippingmastery.com/aspodFREE Cash Buyer Scripts: https://flippingmastery.com/cbspodFREE Best Selling Wholesaling Ebook: https://flippingmastery.com/ebookpodFREE Best Selling Fix and Flip Ebook: https://flippingmastery.com/ebpodFREE Rehab Checklist: https://flippingmastery.com/rehabpod LET'S CONNECT! FACEBOOK http://www.Facebook.com/flippingmastery INSTAGRAM

The IDEAL Investor Show: The Path to Early Retirement
Retirement Hack: Investment - Secrets to a Tax-Free Future!

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Sep 30, 2025 25:38


For listeners who are nearing retirement and feeling the weight of it all—complex investments, looming taxes, and the fear of outliving their savings…I prepared a very special episode for you - AxelDon't waste golden nuggets! We prepared simple action plans that get you ahead of 99%Episode Highlights:[00:00:01-00:06:42] The Evolution of Retirement[00:06:43-00:19:22] Our Comprehensive Plan for you[00:19:23-00:23:17] Take Control Before Retirement[00:23:18-00:25:38] Coffee with Warren BuffettSpecial Mentions: Warren BuffettBook: The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement by Erik Brenner***Start taking action right NOW! 

Investor Fuel Real Estate Investing Mastermind - Audio Version
Build Your Own Bank: Joseph Lombardi's Guide to Tax-Free Real Estate Wealth

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 22, 2025 18:13


In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Joseph Lombardi, a real estate expert focused on tax savings and wealth building strategies. Joseph shares his insights on navigating the complexities of the financial landscape, particularly for blue-collar business owners. He discusses the importance of ethical business practices, building strong relationships, and the pitfalls of traditional retirement plans like 401ks. Joseph emphasizes the need for financial education and the legacy one can leave for future generations.   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   —--------------------

Wholesale Hotline
How To Lend Money From Your IRA On Real Estate Deals (Tax Free) | Flipping Mastery Weekend Edition

Wholesale Hotline

Play Episode Listen Later Sep 21, 2025 8:53


Welcome to the Wholesale Hotline Podcast Weekend Edition (Flipping Mastery Edition), where Jerry teaches how to master the art of house flipping, wholesaling, and new construction development. Show notes -- in this episode we'll cover: Straightforward, step-by-step training on making six and seven figures from real estate deals. Insider tactics for finding motivated sellers, analyzing deals, and raising private money. Learn how to flip houses virtually from anywhere—even with zero experience. Whether you're a beginner or scaling up, Jerry gives you the blueprint to build real wealth through real estate.    Please give us a rating and let us know how we are doing! ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖  ☎️ Welcome to Wholesale Hotline & Flipping Mastery Breakout! ☎️ Jerry Norton went from digging holes for minimum wage in his mid 20's to becoming a millionaire by the age of 30. Today he's the nation's leading expert on flipping houses and has taught thousands of people how to live their dream lifestyle through real estate.   **NOTE: To Download any of Jerry's FREE training, tools, or resources… Click on the link provided and enter your email. The download is automatically emailed to you. If you don't see it, check your junk/spam folder, in case your email provider put it there. If you still don't see it, contact our support at: support@flippingmastery.com or 888) 958-3028.  ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖  

The Cashflow Project
Using Whole Life Insurance as Your Wealth Storehouse with Coach Doug Peacock

The Cashflow Project

Play Episode Listen Later Sep 17, 2025 46:42


Welcome to The Cashflow Project! In this episode, we chat with Coach Doug Peacock, CEO of Peacock Wealth Group and former football coach turned personal finance expert. Doug shares how coaching shaped his approach to helping families master the “personal cash flow game.” He reveals why most Americans play a financial game they don't fully understand, the pitfalls of student loans, and strategies for funding college without wrecking retirement. Doug also explains how dividend-paying whole life insurance can be a powerful wealth tool—just like banks and top investors use. Packed with practical tips and fresh perspectives, this episode is a must-listen for anyone ready to crush debt, grow tax-exempt cash flow, and take control of their financial future. [00:00] Efficient College Funding Expert [05:37] "Winning Hawaii Trip While Teaching" [09:12] "Demystifying Finance for Americans" [12:58] "Unwinnable Game of Unknown Rules" [14:49] "Building Wealth Independently & Tax-Free" [18:46] Off-Radar Tax Strategy Unveiled [22:06] Taxes: The Overlooked Retirement Drawback [23:56] Real Estate and Tax Advice [27:31] Bank Failures vs. Insurance Stability [31:42] "Optimized Whole Life Policy Benefits" [34:08] Insurance vs. Investment: Tax Implications [37:52] Privacy-First Investment Approach [42:39] "Non-Aggressive Financial Coaching Approach" [45:21] Connect with Honolulu Multifamily Group Connect with Doug Peacock! Website LinkedIn Email Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Merryn Talks Money
UPDATE: Why Your Tax-Free Pension Lump Sum Is Under Growing Threat

Merryn Talks Money

Play Episode Listen Later Sep 17, 2025 23:38 Transcription Available


Merryn Somerset Webb sits down with  Mark Wood, Chairman of Everest Funeral Concierge, Chair of PensionBee, and former CEO off Prudential UK and AXA, to discuss how sweeping pension reforms could transform the way UK earners save and draw down their pensions.Update: We wanted to add clarification to a point made in the show. In the interview, it was suggested that taking your 25% tax-free lump sum at age 55 or later means you’ve “retired” and can no longer put money into your pension with tax relief. It is correct that from the normal minimum pension age (currently 55, rising to 57 in 2028), you can access up to 25% of your pension pot tax-free. The restriction only arises if you also start taking taxable income (for example, via drawdown or as a lump sum payment). At that point, the Money Purchase Annual Allowance (MPAA) rules apply, and your future tax-relievable contributions are capped at £10,000 per year (current rules). However, withdrawing this lump sum alone does not mean you are treated as retired. You can continue to contribute to your pension and receive tax relief on those contributions, subject to the standard annual allowance.Thanks as always to those who wrote in seeking clarification.See omnystudio.com/listener for privacy information.

The Ryan Pineda Show
Tax-Free Overtime and Bonus Depreciation

The Ryan Pineda Show

Play Episode Listen Later Sep 16, 2025 9:40


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. ...

TechTimeRadio
267: TechTime Radio: Trump's Bill Extends Tax-Free Tips to Digital Creators is this Fair or Flawed? Foster City fights goose poop with drones. Mr. Beast's Phone Plan, and Microsoft–OpenAI IPO Buzz | Air Date: 9/16 - 9/22/25

TechTimeRadio

Play Episode Listen Later Sep 16, 2025 59:54 Transcription Available


What happens when the digital economy collides with traditional service industry models? This week, we dive deep into President Trump's "One Big, Beautiful Bill Act" that unexpectedly includes digital content creators in tax-free tipping benefits. We debate whether streamers and influencers should receive the same treatment as waitstaff and bartenders, exploring how this could reshape creator economics and potentially lead to more aggressive tip solicitation online.The tech absurdity meter hits maximum when we examine Foster City, California's $400,000 solution to their goose poop crisis. With 400 pounds of droppings collected daily, the city is deploying drones, dogs, and lasers in what might be the most technologically advanced animal management project ever conceived. Is this innovative problem-solving or taxpayer money gone to the birds?YouTube megastar Mr. Beast wants to launch his own phone company by 2026, but we identify a fundamental flaw in his business model—half his audience doesn't even pay their own phone bills. We analyze the growing trend of creator-driven businesses and question whether celebrity endorsement translates to sustainable revenue beyond initial hype.Our "Letters" segment exposes sophisticated scams, including limited-time promotional codes designed to expire before you can use them and fake payment confirmation emails that capitalize on data breaches. Plus, we share breaking news about Microsoft and OpenAI's evolving partnership that could clear the way for an IPO.Join us for insights, laughs, and our whiskey tasting featuring Four Roses Single Barrel Strength OBSV. Want more tech insights without the political noise? Subscribe, leave a review, and visit techtimeradio.com to connect with our community!Support the show

Real Estate Rookie
Making $92,000 (Tax-Free) from One Real Estate Deal

Real Estate Rookie

Play Episode Listen Later Sep 15, 2025 41:54


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

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Ethan Heisey, CEO of Exponential Freedom Discussing How to Grow Your Money Tax Free

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 12, 2025 25:01


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

Business Innovators Radio
Interview with Ethan Heisey, CEO of Exponential Freedom Discussing How to Grow Your Money Tax Free

Business Innovators Radio

Play Episode Listen Later Sep 12, 2025 25:01


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

Politics Done Right
Why Workers Bear Risks While Billionaires Live Tax-Free.

Politics Done Right

Play Episode Listen Later Sep 10, 2025 21:20


Discover how neoliberal policies rig the economy, protecting billionaires while exploiting workers, an economic system designed for the few and paid for by the many.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Achieving Success with Olivia Atkin
Ep 150 IUL Revelation: Unlocking The 10% Tax-Free Strategy To Achieve Financial Freedom with Alijah Wood

Achieving Success with Olivia Atkin

Play Episode Listen Later Sep 9, 2025 52:35 Transcription Available


Achieving Success with Olivia Atkin Episode 150 "IUL Revelation: Unlocking The 10% Tax-Free Strategy To Achieve Financial Freedom with Alijah Wood"Olivia talks personal and professional achievements with Alijah Wood. Alijah Wood is the owner of AD Wood Consulting, a firm dedicated to helping college athletes build generational wealth. As a former D1 collegiate athlete, Alijah understands firsthand the challenges athletes face when it comes to financial literacy and long-term planning. Through his consulting business, he simplifies complex financial concepts, ensuring his clients feel empowered to make informed decisions about their future. His mission is to provide today's college athlete with the generational wealth strategies they need to leave a legacy long after their playing days are over. Get ready to dive into an inspiring conversation about financial empowerment, education, and how Alijah is making a lasting impact in the lives of young athletes.Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:Linkedin: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessFacebook: @Achieving SuccessYou can find Alijah Wood:Website: adwc.usEmail: info@adwc.usBecome a supporter of this podcast: https://www.spreaker.com/podcast/achieving-success-with-olivia-atkin--5743662/support.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How to Use Private Equity & Opportunity Zones for Tax-Free Growth

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 8, 2025 25:55


In this episode of the Real Estate Pro Show, host Erika interviews Kelly Winget, founder of Alternative Wealth Partners, who shares her insights on private equity and real estate investments. Kelly discusses her journey in the alternative investment space, the significance of opportunity zones, and the strategies for navigating qualified opportunity zones. She emphasizes the importance of investing in operating businesses, building relationships in the private equity sector, and the challenges investors face. The conversation also touches on future trends, including the role of AI in business.   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   —--------------------

Mad at the Internet
TAX FREE

Mad at the Internet

Play Episode Listen Later Sep 5, 2025 171:33


EVERYTHING YOU GIVE ME IS TAX FREE! Civil Rights and Super Smash, Hambly's empty fishtank, Sam Hyde's empty fishtank, the H-1B war evolves, come and take it, the UK oppresses the Irish again, Destiny has more legal problems, and some ecclectic folx.

Financial Sense(R) Newshour
ESOPs: The Tax-Free Exit Strategy Few Business Owners Know

Financial Sense(R) Newshour

Play Episode Listen Later Sep 1, 2025 21:15


Sep 1, 2025 – Discover how retiring business owners can unlock powerful, little-known tax advantages while preserving their legacy in this insightful interview with Lawrence Kaplan of CSG Partners. Financial Sense host Jim Puplava explores how employee...

Money Matters with Ken Moraif
Tax Free Social Security? The 4 Year Window Every Senior Needs To Know!

Money Matters with Ken Moraif

Play Episode Listen Later Aug 29, 2025 10:37


What if you could receive your Social Security tax free? Sounds too good to be true — but for millions of retirees, new rules could make it possible until 2029.In this episode, Ken Moraif (Founder & CEO of Retirement Planners of America) and CIO Jordan Roach break down:✅ How Social Security is taxed using provisional income✅ The new $6,000 deduction per person — and what it means for retirees✅ How retirees can structure withdrawals to avoid unnecessary taxes✅ Common mistakes that cost retirees thousands (and how to avoid them)✅ Why planning IRA vs. non-IRA withdrawals matters more than everThe bottom line: with the right strategies, up to 88% of retirees may owe nothing on Social Security taxes. But time is limited, and every retiree's situation is unique.

Financial Samurai
How the Tax-Free Home Sale Exclusion Works

Financial Samurai

Play Episode Listen Later Aug 28, 2025 9:52


In this solo episode, I want to clarify how the tax-free home sale exclusion works. For those who want to move back into their rentals to then qualify after two years, there is a pro-rated amount you need to implement.  See this post for more details: How To Use The Tax-Free Exclusion Amount Every Two Years To Save On Capital Gains (https://www.financialsamurai.com/how-to-strategically-use-the-tax-free-home-sale-exclusion-every-two-years/) Subscribe To Financial Samurai  Pick up a copy of my USA TODAY national bestseller, Millionaire Milestones: Simple Steps to Seven Figures. I've distilled over 30 years of financial experience to help you build more wealth than 94% of the population—and break free sooner. Listen and subscribe to The Financial Samurai podcast on Apple or Spotify. I interview experts in their respective fields and discuss some of the most interesting topics on this site. Your shares, ratings, and reviews are appreciated. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise.

Your Money, Your Wealth
What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544

Your Money, Your Wealth

Play Episode Listen Later Aug 26, 2025 28:35


You've heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this tax triangle of yours is lopsided? Joe and our special guest co-host, Marc Horner, CFP®, spitball on this quandary for Rae and Roy in Central California, today on Your Money, Your Wealth® podcast number 544. Plus, do Rae or Roy need to get a part-time job? Also, "Elwood Blues" in Illinois would like to retire in two years, but is willing to go for 3 more to make his retirement plan work. Joe and Marc spitball on when "Elwood" can really put down that harmonica. Free financial resources & episode transcript: https://bit.ly/ymyw-544 Complete the 8th Annual YMYW Podcast Survey by 5pm Pacific on August 31, 2025, for your chance at a $100 Amazon e-gift card! (secret password: ymyw) WATCH 15 Maneuvers to Duck an Unplanned Early Retirement Knockout on YMYW TV CALCULATE your free Financial Blueprint ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts SUBSCRIBE or FOLLOW on your favorite podcast app JOIN THE CONVERSATION on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast with Joe Anderson, CFP® and Marc Horner, CFP® 00:49 - Our Tax Triangle is Lopsided. Should One of Us Get a Part-Time Job? (Rae and Roy, Central CA) 12:03 - Watch 15 Maneuvers to Duck an Unplanned Early Retirement Knockout, Calculate your Financial Blueprint, Schedule a Financial Assessment 13:11 - I'd Like to Retire in 2 Years. Willing to Work 3 More to Make it Work (Elwood Blues, IL) 27:10 - Next Week on YMYW Podcast: The One Big Beautiful Bill + More 27:40 - YMYW Podcast Outro

The Bitcoin.com Podcast
How Every American Can Invest in Bitcoin for Tax Free Gains - IRA Financial Founder Adam Bergman

The Bitcoin.com Podcast

Play Episode Listen Later Aug 26, 2025 31:57


IRA Financial helps investors take control of their retirement savings with self-directed retirement solutions, unlocking the ability to invest in alternative assets like cryptocurrency.Adam Bergman is a leading expert in self-directed retirement investing, known for founding IRA Financial, which has grown to serve over 25,000 clients with more than $5 billion in assets. With a background as a tax attorney, his deep knowledge of tax law and retirement regulations positioned him to pioneer strategies in the underutilized self-directed IRA space. A prolific author and speaker, Adam has written nine books and been featured in major media outlets, offering valuable insights on tax-advantaged investing and retirement planning.To learn more about the service visit IRAFinancial.com, and follow Adam on YouTube.

On The Market
Property Taxes Banned? States Imagine a Tax-Free Future

On The Market

Play Episode Listen Later Aug 25, 2025 29:42


Are property taxes actually illegal theft from homeowners? This episode dives deep into the growing chorus of Americans claiming property taxes violate constitutional property rights, examining two main legal arguments: the "no true ownership" theory, and possible Fifth Amendment violations. These arguments are gaining steam in several states, but are they legally valid? On The Market host Dave Meyer explores that question, plus how rising home prices are driving property tax reform movements across states like Florida, Ohio, and Pennsylvania, potentially reshaping the housing market by reducing ownership costs and affecting home prices, mortgage affordability, and regional migration patterns. Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Find an Investor-Friendly Agent in Your Area Find Investor-Friendly Lenders Property Manager Finder Dave's BiggerPockets Profile Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-350⁠ 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

The Nomad Capitalist Audio Experience
Tax-Free Corporate Structures in Europe: Where and How to Set Up

The Nomad Capitalist Audio Experience

Play Episode Listen Later Aug 25, 2025 13:40


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/ When people think of tax-free companies, Europe usually isn't the first place that comes to mind. However, there are actually several European jurisdictions where you can legally run a business and pay no corporate tax. In this video, Javier breaks down five of the best options and how you can use them to build a more efficient global structure. 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. 

Your Money, Your Wealth
Can You Retire at Age 57 and Spend Big? - 543

Your Money, Your Wealth

Play Episode Listen Later Aug 19, 2025 38:58


Is it possible, common even, to spend a lot early in retirement to celebrate your financial freedom? How do Roth conversions and withdrawals work if you do plan to call it quits around age 57, and spend big early on? Should you convert retirement funds to tax-free Roth after you stop working? Joe Anderson CFP® and our special guest co-host, Marc Horner, CFP® spitball on these topics for "Beavis and Daria" in Texas and "Clark Kent" in Pennsylvania, today on Your Money, Your Wealth® podcast number 543. Plus, the sooner 56-year-old "Tony Soprano" in New Jersey can retire, the better. What tips do Joe and Marc have for him? By the way, Marc is one of the newest principals here at Pure Financial Advisors. He's the founder of Fairhaven Wealth Management, which has just become the newest Pure Financial Advisors Chicagoland office in Wheaton, Illinois - so help us welcome him for his YMYW debut. Free financial resources & episode transcript: https://bit.ly/ymyw-543 Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! (secret password: ymyw) DOWNLOAD the Withdrawal Strategy Guide for free WATCH Withdrawal Trap Doors on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts SUBSCRIBE or FOLLOW on your favorite podcast app JOIN THE CONVERSATION on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:00 - Spending Higher Earlier in Retirement to Celebrate? How to Convert? Where to Withdraw? (Beavis & Daria, TX) 12:30 - Watch Withdrawal Trap Doors on YMYW TV and Download the Withdrawal Strategy Guide for free 13:36 - Can I Retire at 57 Even With a High Draw Down Rate? Should I Convert After Retirement? Should I Consider an Annuity? (Clark Kent, PA) 28:23 - Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! (secret password: ymyw) 29:09 - When Can I Retire? The Sooner the Better. (Tony Soprano, NJ) 37:43 - Next Week on the YMYW Podcast 38:01 - YMYW Podcast Outro

Idaho's Money Show
Trump Accounts: The New Tax-Free Savings Plan for Kids

Idaho's Money Show

Play Episode Listen Later Aug 14, 2025 10:08 Transcription Available


Starting in 2026, a brand-new type of tax-free savings account nicknamed the “Trump Account” will be available for minors. If you're a parent, grandparent, or even a business owner looking to give the next generation a serious head start, you'll want to take advantage of it. Jeremiah and Nic explain how these accounts work, who qualifies, and the unique benefits that set them apart from existing savings tools. From a $1,000 government-funded seed contribution for certain newborns, to employer match opportunities, to decades of tax-deferred growth, these accounts could become a cornerstone of a child's long-term wealth plan. What's Inside: Who can open a Trump Account and when Annual contribution limits and tax perks What investments are allowed and why simplicity is key The rules for withdrawals and qualified uses How these accounts fit alongside 529s and Roth IRAs   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels

Rick & Bubba Show
Ozzy Osbourne Passes, Uranus Gasses | Daily Best of July 23 | The Rick Burgess Show

Rick & Bubba Show

Play Episode Listen Later Jul 23, 2025 98:23 Transcription Available


SPONSOR: BANK ON YOURSELF - It’s time to get the truth and discover a better way to grow and protect your money! Bank On Yourself is the proven retirement plan alternative banks and Wall Street desperately hope you never hear about. With Bank On Yourself, your plan doesn’t go backward when the markets tumble. Your principal and growth are locked in. Your money is guaranteed to grow by a larger dollar amount every year – in both good times and bad. You can get a FREE report that reveals how you can Bank On Yourself and enjoy TAX-FREE retirement income, guaranteed growth, and control of your money. Just go to https://www.BankOnYourself.com/RBS SPONSOR: BLAZE TV - Father’s Day is almost here, and if you’re still scrambling for a gift, don’t worry. What your husband really wants is something that speaks to who he is. In a world that mocks masculinity, traditional values, and fatherhood—he needs a place that still has his back. That’s were BlazeTV comes in. It’s where unapologetic, conservative voices call out the nonsense and stand up for what’s right—faith, family, and freedom. And right now, you can grab our Father’s Day special, $30 off an annual subscription when you use the code DAD30, this week ONLY. It’s fast, easy, you don’t have to wrap it, and it actually means something. So if you’re still giftless, this is your moment to win Father’s Day. Think of it as peace of mind. Think of it as firepower for his convictions. So skip the predictable gifts. This Father’s Day, give him something that actually matters. Go to https://BlazeTV.com/rick and use code DAD30 to grab the deal and remind him he's not alone.See omnystudio.com/listener for privacy information.

Rick & Bubba Show
July 23, 2025 - The Rick Burgess Show - EP. 141

Rick & Bubba Show

Play Episode Listen Later Jul 23, 2025 196:22 Transcription Available


SPONSOR: BANK ON YOURSELF - It’s time to get the truth and discover a better way to grow and protect your money! Bank On Yourself is the proven retirement plan alternative banks and Wall Street desperately hope you never hear about. With Bank On Yourself, your plan doesn’t go backward when the markets tumble. Your principal and growth are locked in. Your money is guaranteed to grow by a larger dollar amount every year – in both good times and bad. You can get a FREE report that reveals how you can Bank On Yourself and enjoy TAX-FREE retirement income, guaranteed growth, and control of your money. Just go to https://www.BankOnYourself.com/RBS SPONSOR: BLAZE TV - Father’s Day is almost here, and if you’re still scrambling for a gift, don’t worry. What your husband really wants is something that speaks to who he is. In a world that mocks masculinity, traditional values, and fatherhood—he needs a place that still has his back. That’s were BlazeTV comes in. It’s where unapologetic, conservative voices call out the nonsense and stand up for what’s right—faith, family, and freedom. And right now, you can grab our Father’s Day special, $30 off an annual subscription when you use the code DAD30, this week ONLY. It’s fast, easy, you don’t have to wrap it, and it actually means something. So if you’re still giftless, this is your moment to win Father’s Day. Think of it as peace of mind. Think of it as firepower for his convictions. So skip the predictable gifts. This Father’s Day, give him something that actually matters. Go to https://BlazeTV.com/rick and use code DAD30 to grab the deal and remind him he's not alone.See omnystudio.com/listener for privacy information.

Backcountry Hunting Podcast
Tax-Free Silencers & the HPA Bill

Backcountry Hunting Podcast

Play Episode Listen Later Jul 18, 2025 48:33


Why did the Hearing Protection Act fail? Will it ever go through? Was the abolition of the $200 tax stamp on silencers a win for gun owners? Should potential buyers wait until the sunset of the NFA $200 tax occurs at the end of 2025? We answer all these questions and more on this episode of the Backcountry Hunting Podcast. ENJOY!    FRIENDS! Please join the Backcountry Hunting Podcast tribe on www.patreon.com/backcountry where you'll get access to all our bonus material and—if you like—can contribute a few dollars to help the podcast survive and thrive. VISIT OUR SPONSORS HERE:  www.onxmaps.com www.silencercentral.com https://www.portersfirearms.com/ www.timneytriggers.com www.browning.com www.leupold.com www.siembidacustomknives.com https://javelinbipod.com

Rick & Bubba Show
July 8, 2025 - The Rick Burgess Show - EP. 130

Rick & Bubba Show

Play Episode Listen Later Jul 8, 2025 195:18 Transcription Available


SPONSOR: BANK ON YOURSELF - It’s time to get the truth and discover a better way to grow and protect your money! Bank On Yourself is the proven retirement plan alternative banks and Wall Street desperately hope you never hear about. With Bank On Yourself, your plan doesn’t go backward when the markets tumble. Your principal and growth are locked in. Your money is guaranteed to grow by a larger dollar amount every year – in both good times and bad. You can get a FREE report that reveals how you can Bank On Yourself and enjoy TAX-FREE retirement income, guaranteed growth, and control of your money. Just go to https://www.BankOnYourself.com/RBS See omnystudio.com/listener for privacy information.

Rick & Bubba Show
Texas Flood Toll Surpasses 100 | Daily Best of July 8 | The Rick Burgess Show

Rick & Bubba Show

Play Episode Listen Later Jul 8, 2025 100:47 Transcription Available


SPONSOR: BANK ON YOURSELF - It’s time to get the truth and discover a better way to grow and protect your money! Bank On Yourself is the proven retirement plan alternative banks and Wall Street desperately hope you never hear about. With Bank On Yourself, your plan doesn’t go backward when the markets tumble. Your principal and growth are locked in. Your money is guaranteed to grow by a larger dollar amount every year – in both good times and bad. You can get a FREE report that reveals how you can Bank On Yourself and enjoy TAX-FREE retirement income, guaranteed growth, and control of your money. Just go to https://www.BankOnYourself.com/RBSSee omnystudio.com/listener for privacy information.