Podcasts about tax implications

In this episode of the Friends With Money podcast, Vanessa Walker, managing editor of Money Magazine, delves into the topic of franking credits with Matthew Gibbs, the author of 'Frankly Speaking' in Money Magazine's October issue. Matthew explains the concept of franking credits, how they work, and their implications for shareholders in Australia. He discusses the benefits and potential downsides, highlighting the impact of corporate tax rates and providing examples to illustrate these points. #friendswithmoney #vanessawalker #matthewgibbs #frankingcredits00:20 Understanding Franking Credits00:54 Detailed Explanation of Franking Credits03:56 Tax Implications for Shareholders07:37 Examples and Calculations11:52 Potential Changes in Corporate Tax RatesPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: podcast@moneymag.com.auGet stories like this in our newsletter: bit.ly/3GDirbR

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 you a Canadian business owner trying to make sense of what it really means to build — or leave — wealth in Canada? Whether you've thought about packing up for a lower-tax destination or simply want to understand what happens if you ever did, this episode is for you.Leaving Canada isn't as simple as booking a flight south. The moment you cut tax residency ties, the CRA treats your assets as if you sold them all — and the exit bill can be staggering. But even if you plan to stay, understanding these rules can help you avoid the same traps when restructuring, reinvesting, or accessing retained earnings inside Canada.Through the story of Eric, a successful media entrepreneur weighing a U.S. move, we uncover how careful planning can turn a punishing exit into a strategic transition — and how the same principles can help any Canadian business owner build flexibility, control, and tax efficiency right here at home.In this episode, you'll learn:How to minimize departure and dividend taxes with a gradual “slow drain” exit plan instead of a one-year financial hit.The smarter way to pay yourself — why the right mix of salary and dividends can lower both corporate and personal tax as you prepare to leave.Which assets to hold or liquidate — from whole life insurance and TFSAs to real estate — and how to structure your holdings for cross-border peace of mind.Before you make any big move, hit play now — and discover how to plan your exit (or decide to stay) without letting the tax tail wag your financial future.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.Building lasting wealth as a Canadian business owner requires more than hard work—it demands a clear financReady 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.

Key Takeaways: Know your options after selling a business: Understanding different types of business entities helps you plan for taxes and align with your financial goals. Choose the right structure for your needs: Setting up trusts or family offices can reduce taxes, protect your assets, and support long-term legacy planning. Plan early before the sale: Preparing in advance gives you more control and flexibility for your next ventures or retirement. Work with financial and legal experts: A trusted team can help you make smart decisions to protect and grow your wealth. Consider a family office: This setup helps business owners manage their money and investments effectively after exiting their company.   Chapters: 0:00 Entity Planning for Big Liquidity Events 2:47 Strategic Planning for Business Sale and Wealth Allocation 5:08 Tax Implications of Trusts and Family Limited Partnerships 6:47 Using Life Insurance Trusts for Legacy and Wealth Transfer 8:08 Understanding Family Offices for Wealth Management and Estate Planning 10:06 Planning Business Exits 11:21 Consult Advisors Before Investment; Past Performance Isn't Future Proof   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

- Announcement of the AI Model Release (0:10) - Development and Training of the AI Model (3:08) - Details on Downloading and Using the AI Model (6:29) - Features and Capabilities of the AI Model (34:46) - Potential Impact and Future Developments (35:05) - Special Report on the Tennessee Munitions Plant Explosion (56:31) - China's Ban on Rare Earth Mineral Exports (1:04:46) - Preparation for Potential Conflicts and Financial Chaos (1:13:39) - Interview with John Jay Singleton on Crypto Taxation (1:15:50) - Unrealized Gains and Tax Implications (1:20:46) - Challenges with AI and Legal Advice (1:23:08) - Crypto Taxation and IRS Policing (1:25:01) - Legal Strategies for Crypto Taxation (1:27:09) - Structuring Financial Risk and Tax Avoidance (1:31:27) - Family Court and Financial Risk (1:59:32) - The Role of AI in Legal and Financial Strategies (2:07:29) - The Future of Crypto and Financial Systems (2:07:42) - The Importance of Legal Education and Self-Reliance (2:17:47) - The Role of Unas in Financial Planning (2:19:38) - Gold and Silver Price Trends (2:27:02) - Battalion Metals and Gold Backs (2:28:46) - Gold Backs and Legal Tender Recognition (2:30:01) - Financial Advice and Historical Context (2:33:59) For more updates, visit: http://www.brighteon.com/channel/hrreport  NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

In this episode of the Alternative Investing Advantage podcast, host Alex Perny speaks with Tyler Vinson, CEO and founder of RE Tokens, about how blockchain and digital assets are revolutionizing real estate investing. Learn how tokenization makes real estate more liquid, accessible, and transparent. Discover the compliance, taxation, and operational benefits of tokenized ownership—and what the future holds for investors.00:00 Introduction to Digital Assets and Real Estate01:41 Tyler Vinson's Background and Experience04:08 Challenges of Liquidity in Real Estate06:29 Understanding Tokenization in Real Estate10:39 Liquidity and Secondary Market Opportunities13:02 Compliance and Regulatory Considerations19:18 Investment Structures and Investor Access22:28 Fiat and Crypto Integration in Transactions23:53 Impact on Cash Flows and Distributions27:04 Streamlining Reporting and Transparency31:59 Understanding Tokenized Real Estate Investments35:06 Market Dynamics and Pricing in Tokenized Real Estate40:03 Investor Insights: Transparency and Compliance44:28 The Role of Regulation in Digital Assets50:01 Liquidity and Flexibility in Real Estate Investments51:30 Tax Implications of Tokenized Real Estate54:50 The Future of Digital Assets in Real EstateSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Tyler Vinson: https://www.linkedin.com/in/realestateinvestment/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

Gugs Mhlungu is joined by Resident Certified Financial Advisor, Paul Roelofse, looking at buying property through a company, what changes, the pros and cons and the key considerations to help you decide if its the right move. 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Key Takeaways: Plan ahead for big financial events: Large payouts or sales require smart planning to handle possible tax bills. Know the tax impact of what you sell: Selling stocks and selling assets are taxed differently, so it's important to understand each one Use installment sales to spread taxes out: This method lets you pay taxes over several years instead of all at once. Balance flexibility with tax savings: Finding the right mix can help you get the best results after selling your business. Work with financial advisors early: Getting expert help before and after a sale ensures your decisions match your long-term financial goals.   Chapters: Timestamp Summary   1:46 Planning for Tax Implications of Selling a Business 4:22 Strategies for Structuring Business Sales and Tax Minimization 8:02 Strategies for Managing Wealth After a Business Sale 10:54 Advanced Planning Seminars: Bland Food and Tax Flexibility 11:42 Balancing Flexibility and Tax Benefits in Business Sales   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

From vacation stories in Cancun to the intricacies of taxes and financial planning. Today we get into convos about the legacies of music giants like Nicki Minaj and Cardi B, to the influence NBA YoungBoy holds over the youth. 00:00 Introduction and Casual Banter00:45 Travel Tales: Cancun Adventure02:46 Travel Woes and Long Flights08:12 Public Transportation Struggles09:57 Pretty Privilege and Social Interactions15:12 Music Review: Cardi B's New Album19:38 Cardi B vs. Nicki Minaj: The Beef31:54 Cardi B and Nicki Minaj Beef Breakdown33:13 Nicki Minaj's Relationship with Female Rappers35:29 Nicki Minaj's Influence and Criticism38:35 Nicki Minaj's Collaborations and Genuine Intentions41:16 Nicki Minaj's Public Perception and Accountability41:53 Fan Influence and Social Media Dynamics52:21 Gunna and Young Thug's Relationship01:01:18 Drake's Sensitivity to Criticism01:03:56 The Power of Streaming and Influencers01:06:12 Financial Choices and Tax Implications01:08:25 Debating Lump Sum vs. Annual Payments01:08:43 Money Management and Spending Habits01:09:17 Tax Implications and Financial Planning01:15:03 NFL Players and Financial Struggles01:16:06 Rappers and Loans: A Vicious Cycle01:22:45 YoungBoy's Influence on the Youth01:29:58 Music Tastes and Personal Preferences01:37:01 Outro and Final Thoughts

In this episode #127 of our podcast, Shane McKay, an Associate Attorney at Pacific Workers' Compensation, joins our host Carmen Ramirez to discuss the unique rights and benefits available to firefighters under California's workers' compensation system. The conversation highlights presumptive conditions, the importance of timely injury reporting, and how workers' compensation interacts with retirement benefits. Shane emphasizes the value of proper documentation and medical evaluations, while also outlining the potential tax implications of disability benefits. He shares practical tips and guidance for firefighters navigating these complex systems.    What You'll Learn:  Firefighters have specific rights under workers' compensation laws.  Presumptive conditions are automatically accepted for firefighters.  Injuries must be reported to employers as soon as they are known.  Tax implications vary for different types of disability benefits.  Maintaining a good relationship with a primary treating physician is essential.    Chapters:    00:00 Introduction to Firefighter Rights in Workers' Comp  02:47 Understanding Presumptive Conditions for Firefighters  05:19 Navigating Injury Reporting and Documentation  08:06 The Role of Medical Professionals in Workers' Comp  11:01 Retirement and Disability: The Intersection with Workers' Comp  13:23 Tax Implications of Disability Benefits  15:55 Final Tips for Firefighters on Workers' Comp      This episode is sponsored by Pacific Workers, The Lawyers for Injured Workers, the trusted workers' compensation law firm in Northern California. With over 10,000 cases won and more than $350 million recovered for injured workers, we are here to help if you've suffered a workplace injury.     Visit our FAQ and blog for more resources:  https://www.pacificworkers.com/blog/   

What if your retirement plan is missing critical updates that could cost you? In this episode of The Retirement Playbook, Rick and Granger Hughes unpack the latest shifts in Medicare, the evolving role of annuities, and how rising interest rates are reshaping investment strategies. They explore how tax changes may impact Social Security and why a flexible, personalized retirement plan is more important than ever. Tune in for a grounded discussion that helps listeners think ahead and stay informed. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.See omnystudio.com/listener for privacy information.

This week raising the rate of GST to 32% and the age of entitlement for New Zealand Superannuation to 72 are two of the more eye-catching suggestions in Treasury's latest statement on the country's long-term fiscal position, the income tax implications of providing sponsorship & changes to Family Boost take effect

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Taylor Jones (https://x.com/MrJonesSTRs), the founder of strsearch.com.Have you ever wondered if short-term rentals (STRs) are as passive as they seem? I used to think so, but Taylor completely changed my perspective. He breaks down how he went from a sales guy to overseeing over $120 million in STR investments by treating it not as a real estate game, but as an operations business.We dive into his first investment—a cabin in the North Georgia mountains that he bought having never owned real estate before—and how it generated $22,000 in cash flow its first year.Taylor reveals the critical mistakes he made, the lessons he learned about market supply and demand, and how a single amenity like a pickleball court can add $40,000 to your annual revenue.We also get into the incredible tax benefits and how STRs can offer active losses to offset your regular income, something I wish I'd known sooner.Questions This Episode Answers:• How can a single pickleball court add over $40,000 in annual revenue to an Airbnb?• Why is a short-term rental business more about operations than real estate?• How can you use short-term rentals to legally reduce your taxable income?• What is the biggest mistake new STR investors make when choosing a property?• Why are large-group rentals and small, romantic getaways the hottest trends right now?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 The Allure of Short-Term Rentals02:55 Understanding the Operations Behind STRs05:42 The Journey into Real Estate Investment09:00 Lessons from Early Investments12:09 Scaling Up: From One to Multiple Properties14:56 Market Dynamics and Supply-Demand Imbalances18:11 Navigating the Real Estate Landscape20:55 Investment Strategies for Success26:00 Understanding Market Dynamics and Profitability30:13 Revenue Estimation and Occupancy Rates33:25 Tax Implications and Depreciation Strategies40:27 Investment Strategies for Short-Term Rentals47:31 Advice for New Investors in Short-Term Rentals

In episode 540 of 'Coffee with Butterscotch,' the brothers dig into the messy art of indie game pricing, from Levelhead's strange sales patterns to how discounts really move the needle. They share experiments with YouTube Shorts, what the engagement data says, and how community feedback loops into both development and marketing. It's a conversation about sales strategies, visibility, and why marketing can't live outside the game development process.Support Crashlands 2!Official Website: https://www.bscotch.net/games/crashlands-2/Trailer: https://www.youtube.com/watch?v=ib7fzLf59voSteam: https://store.steampowered.com/app/1401730/Crashlands2/Google Play:https://play.google.com/store/apps/details?id=com.bscotch.crashlands2Apple: https://apps.apple.com/us/app/crashlands-2/id152819933100:00 Cold Open00:25 Introduction and Welcome01:51 Levelhead Sales Strategy and Pricing Dynamics08:15 Tax Implications and Revenue Management12:16 The Impact of Pricing on Game Success17:45 YouTube Shorts Experimentation and Engagement Metrics28:39 Engagement Strategies in Short-Form Content31:33 Analyzing Viewer Retention and Engagement Metrics34:15 The Challenge of Marketing for Indie Games39:02 Community Engagement and Feedback Loops44:09 Integrating Marketing into Game Development50:32 The Power of Data-Driven Marketing DecisionsTo stay up to date with all of our buttery goodness subscribe to the podcast on Apple podcasts (apple.co/1LxNEnk) or wherever you get your audio goodness. If you want to get more involved in the Butterscotch community, hop into our DISCORD server at discord.gg/bscotch and say hello! Submit questions at https://www.bscotch.net/podcast, disclose all of your secrets to podcast@bscotch.net, and send letters, gifts, and tasty treats to https://bit.ly/bscotchmailbox. Finally, if you'd like to support the show and buy some coffee FOR Butterscotch, head over to https://moneygrab.bscotch.net. ★ Support this podcast ★

The Social Security Fairness Act, which was signed into law at the start of 2025, has been in effect for about nine months since this game-changing legislation repealed both the Windfall Elimination Provision and the Government Pension Offset, restoring and increasing Social Security benefits for millions of retirees, especially teachers and public employees who worked in jobs exempt from Social Security. In this episode, I discuss exactly who qualifies for these newly restored benefits, explain how the Social Security Administration is handling the rollout, and give you a step-by-step guide on what to do if you haven't received your payment yet. I'll also walk you through critical tax changes you'll need to consider if you're now receiving this extra income, and practical strategies to avoid any nasty tax surprises at the end of the year.  You will want to hear this episode if you are interested in... [02:26] Social Security Fairness Act overview and impact. [05:57] Who is eligible for Windfall Elimination Provision (WEP) or Government Pension Offset (GPO). [07:35] Applying for your benefits. [08:16] How much Social Security becomes taxable. [11:09] Increasing withholding on pensions, IRA, 401(k), or earned income. What Is the Social Security Fairness Act? Signed into law by President Biden in January 2025, the Social Security Fairness Act has restored benefits for millions of retirees who were previously penalized due to their employment in jobs that were exempt from Social Security taxes. These roles frequently include teachers and certain municipal or state employees. For years, retirees in those positions received a reduced Social Security benefit due to provisions known as the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). Windfall Elimination Provision (WEP): Affected individuals who worked in both Social Security-covered and non-covered jobs, resulting in a reduced Social Security benefit. Government Pension Offset (GPO): Reduced the spousal or survivor Social Security benefit for those receiving a government pension from non-covered employment (like teachers in Connecticut). With the repeal of these two provisions, retirees are now eligible to receive their full Social Security benefit, as well as the entirety of their eligible spousal or survivor benefits, regardless of their pension amount. Who Is Impacted? The Act primarily benefits retirees who worked in state or municipal jobs excluded from Social Security wage contributions (think teachers, police, firefighters, or other state employees in certain states). It also helps spouses or survivors of such retirees, who, under the GPO, were denied or saw dramatic reductions in their spousal/survivor benefits. As an example, if a teacher in Connecticut was receiving a $3,000/month pension, they were previously eligible for only a fraction of their spouse's Social Security survivor benefit. Now, with the Act's passage, they can receive the full amount, eliminating a significant hardship for many families. The Social Security Administration has processed around 3.1 million payments, exceeding prior estimates, and paid out approximately $17 billion. However, some eligible recipients have yet to see increases, particularly those who never filed because they believed they wouldn't qualify. What Should You Do If You're Eligible? If you haven't received a payment adjustment, you might be missing out on thousands of dollars. File or Re-file: Eligible recipients should visit SSA.gov to update or submit a new application for benefits. Check Your Status: Even if you're not currently receiving Social Security, consult the SSA to determine your eligibility for individual, spousal, or survivor benefits, especially once you reach full retirement age (typically between 66-67). Lots of people have been automatically credited and are receiving retroactive payments, but those who never applied in the first place due to WEP and GPO restrictions must now take proactive steps. Tax Implications of Increased Social Security Benefits More income is always welcome, but it may come with new tax responsibilities. Here's what you need to know: Social Security Taxation Basics: Taxability depends on your total income: adjusted gross income (AGI), plus half of your Social Security benefit, plus tax-exempt interest. Generally, married couples with less than $32,000 combined income owe no tax on Social Security, and between $32,000 and $44,000, up to 50% of benefits may be taxable, then over $44,000, up to 85% of benefits can be taxable. For individuals, the thresholds are $25,000 and $34,000. Avoid Surprises by adjusting your tax withholding, either by filing IRS Form W-4V for Social Security, or updating withholdings on pensions or retirement accounts. You may also make quarterly estimated payments, especially if you live in a state with income tax. Social Security does not withhold state income taxes, so plan accordingly to avoid penalties and interest. With these changes, it's more important than ever to review your retirement plan and tax strategy. Speak to a qualified accountant and financial advisor to ensure you are maximizing your benefits and staying compliant with tax requirements. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Social Security  Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

In this episode of the Retirement Playbook, Rick and Granger Hughes discuss essential strategies for retirement planning, focusing on income generation, tax implications of Roth conversions, the future of Social Security, and investment strategies. They emphasize the importance of creating a sustainable income in retirement and the need for a comprehensive plan to address potential financial challenges. The conversation highlights the evolving landscape of retirement planning and emphasizes the importance of individuals staying informed and proactive in their financial decisions. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.See omnystudio.com/listener for privacy information.

In this episode of Banker with a Beer, Jerry sits down with Traci Hollister and Lindsey Sabelko, CPAs and Partners with Wipfli.    Topics discussed include: Tax Implications of the One, Big, Beautiful Bill Advising clients who have side hustles about managing their taxes Difference between tax credits and tax deductions Tax Planning Advice for young adults Beverage Enjoyed: Smithwick's Red Ale, Ireland    Thank you for listening to this episode! Help support the show by leaving Banker with a Beer a 5-star rating or review on Apple or Spotify.  Banker with a Beer is brought to you by Northwestern Bank. A community bank headquartered in Chippewa Falls, Wisconsin. Follow us on Facebook or learn more on our website northwesternbank.com. We're a community bank with all the services of a big bank in a personalized friendly size. Member FDIC.

Gugs Mhlungu is joined by Resident Certified Financial Advisor, Paul Roelofse, about how claiming home office expenses can impact your capital gains tax when selling your primary residence. 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal's Non-Habitual Residence (NHR) tax program and their impact on US expats.They cover the origins and benefits of the NHR program, the implications of the US–Portugal tax treaty, and why a recent arbitration ruling confirmed that US citizens should not be taxed on capital gains in Portugal due to the treaty's savings clause.The conversation also includes practical guidance on working with accountants, understanding new tax rules, and preparing for life abroad. For Americans living in Portugal—or considering the move—this episode delivers essential insights into the evolving international tax landscape.Timestamps00:00 – Introduction to the Episode00:30 – Understanding NHR: What It Is and Why It Matters01:12 – The Rise and Fall of the Original NHR Program01:38 – Tax Implications for US Expats in Portugal03:26 – The Capital Gains Tax Controversy07:58 – Recent Developments and Legal Challenges10:23 – Practical Advice for Expats17:57 – Conclusion and Final Thoughts18:43 – Disclaimer and Additional Information

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. This episode features a comprehensive discussion about Major League Baseball's potential realignment and expansion plans, featuring insights from former professional players Kyle Schmidt and Jeremy Hermida. Key Topics Discussed MLB Realignment Plans Commissioner Rob Manfred has been discussing realignment for approximately a decade Plans potentially tied to the upcoming Collective Bargaining Agreement (CBA) expiration in December 2026 Balancing tradition and history with modernization needs Recent rule changes (pitch clock, bigger bases) have been well-received, suggesting fans can adapt to changes Expansion Possibilities Potential new cities mentioned: Nashville (most frequently discussed) Salt Lake City Raleigh Montreal (return) Two additional teams would create 50 new roster spots  New teams would require complete farm system development Player Perspective on Travel & Schedule Current 162-game schedule creates significant wear and tear Cross-country flights after late games (finishing at 10:30-11:00 PM) followed by 2:00 AM departures Potential schedule reduction to 156 games being considered Geographic realignment could reduce travel burdens Collective Bargaining Implications Realignment may be a negotiating tool for owners ahead of 2026 CBA talks Salary cap discussions: Players' opinions Would potentially hurt middle-tier players most Baseball's historically strong players union Revenue sharing and competitive balance Tax Implications for Players Players taxed based on where games are played (prorated basis) Realignment could significantly impact players' take-home pay Financial Considerations Franchise valuations at all-time highs Revenue sharing already addresses some competitive imbalance Tax implications could influence free agent decisions Middle-tier players most vulnerable under potential salary cap Please like, subscribe, and rate this podcast episode of Ahead in the Count! To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

In our last two episodes we discussed the impact of U.S. policy shifts on global FDA-regulated products supply chain and shared industry perspectives on global supply chain disruptions. On today's episode, we unpack the sweeping tax reforms introduced by the One Big Beautiful Bill Act signed into law on July 4, 2025. With major changes to R&D expensing, international tax regimes, and incentives for domestic manufacturing, the bill is poised to reshape the global pharmaceutical supply chain. We explore how these provisions affect multinational pharma companies' supply chain strategies.Winston Kirton – wkirton@bakerlaw.com Brian Davis – bdavis@bakerlaw.com

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Is retirement really the most financially complex time of your life? That's what Fiona Greig, Vanguard's Global Head of Investor Research thinks. Mike Canet and Ryan Herbert dive into this question and unpack why the transition from saving to spending is more than just a financial shift—it’s an emotional and strategic overhaul. They explore how identity, income, taxes, estate planning, and long-term care all collide in retirement, and why working with a “phase two fiduciary” is critical to avoid costly missteps. Hear how one investor’s $14 million Bitcoin decision turned into a tax nightmare, and why timing and planning matter. Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here:

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! This conversation with Nolan Baker focuses on the essential aspects of retirement planning, emphasizing the importance of understanding tax implications, creating reliable income streams, and the role of Social Security. The discussion highlights various strategies to minimize taxes and ensure a stable financial future for retirees. It encourages proactive planning and regular consultations with financial professionals to optimize retirement income and tax efficiency. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.com See omnystudio.com/listener for privacy information.

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Jay Conner raised millions in private money when banks shut their doors. Learn his proven strategies for building trust, creating win-win deals, and unlocking true financial freedom through fix and flip investing.See full article: https://www.unitedstatesrealestateinvestor.com/unlocking-unlimited-private-money-success-with-jay-conner/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias: Agent and Investor(00:08) - Meet Erica: Licensed Therapist and Co-Host(00:14) - The Mission: Living Bold and Fulfilled Lives Through Real Estate(00:18) - Kickoff: Ready to Level Up(00:24) - Mattias Returns From Summer Holiday in Hilton Head(01:40) - Reflections on Parenting, Travel, and Scheduling Challenges(03:12) - Discovering the Concept of Contentment Over Happiness(04:22) - Food, Scarcity Mindset, and Seeking Contentment(05:30) - Introducing Today's Guest: Jay Conner, Private Money Expert(06:32) - Jay Conner's Passion for Private Money Investing(07:05) - Jay's Start in Real Estate and 2009 Banking Crisis Pivot(10:39) - Discovering Private Money Through Mentorship and Networking(14:29) - The Good News Phone Call Script for Raising Funds(19:59) - Managing Investor Expectations and Funding Timelines(21:47) - Structuring Multiple Private Lenders on One Deal(23:23) - Flexible Payment Options for Lenders Based on Needs(26:56) - Using Lender Funds to Cover Their Own Interest Payments(28:30) - Refinancing and the BRRR Method with Private Money(31:18) - Three Categories of Private Lenders: Warm Market, Expanded Network, and Existing Lenders(32:14) - Syndication vs. Private Money: Key Legal Differences(34:31) - Asset-Backed Debt Explained and SEC Distinctions(36:12) - The Unlimited Potential of Private Lender Relationships(37:02) - Ethical Responsibility in Protecting Private Lenders(38:05) - Referrals and the Challenge of Placing All Available Funds(38:56) - Sticking to the Math to Avoid Risky Deals(39:58) - Diversification Benefits for Investors Using Private Money(40:19) - Tax Implications of Private Lending: IRA vs. Liquid Capital(42:25) - Jay's Golden Nugget: The Power of Books and People You Meet(43:39) - The Importance of Curating Positive Relationships(44:06) - Jay's Book Recommendation: The Success Principles by Jack Canfield(45:40) - Jay's Free Book Offer: Where to Get the Money Now(46:15) - Jay's Live Conference and Podcast Invitation(47:20) - Closing Remarks and Farewell with Jay Conner(47:33) - Final Outro and DisclaimerContact Jay Connerhttps://www.jayconner.com/https://www.instagram.com/privatemoneyauthority/https://www.youtube.com/@raisingprivatemoneyrealestateTo learn more out-of-the-box tactics to help you fund your holistic success, visit https://reiagent.com

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Parker Wilcox, a health insurance broker, about the intersection of health insurance and real estate investing. Parker explains how health insurance structures can impact mortgage qualifications and offers insights into the benefits of private health insurance plans over ACA plans. He emphasizes the importance of education in navigating these complexities and how understanding these options can lead to significant savings for real estate investors.   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   —--------------------

Tim Stearns, owner and president of TJ Stearns Financial Planning & Benefits, joins Jon Hansen to discuss the tax implications of The One Big Beautiful Bill Act. Tim breaks down the tax deductions and talks about Roth accounts and tax brackets. For more information, call 800-640-2256

In this episode of Retire with Style, Alex Murguia and Wade Pfau dive into key retirement planning topics, including sequence risk, the 4% rule, withdrawal strategies, and bond yields. They highlight the importance of a comprehensive financial plan that accounts for asset allocation, tax considerations- such as those related to TIPS and annuities- and the role of dynamic, risk-based guardrails. The discussion underscores how retirement income strategies must adapt over time to meet changing needs.   Takeaways Sequence risk is a critical factor in retirement planning. The 4% rule may not be applicable in all scenarios. Bond yields significantly impact sustainable withdrawal rates. Fixed percentage withdrawal strategies can mitigate sequence risk. Dynamic risk-based guardrails offer a flexible approach to spending. Financial planning is essential for effective retirement income management. TIPS are less tax-efficient than other bonds and should be placed in tax-advantaged accounts. Asset allocation should be tailored to individual risk tolerance and retirement goals. The traditional 100 minus age rule for asset allocation is a simplification. Retirement strategies should adapt as circumstances change.   Chapters   00:00 Introduction and Conference Insights 02:11 Exploring Sequence Risk and Spending Strategies 03:35 Understanding the 4% Rule and Bond Yields 10:19 Fixed Percentage Withdrawal Strategies 14:06 Dynamic Risk-Based Guardrails for Spending 20:06 The Role of Financial Planning in Retirement 27:18 Tax Implications of TIPS and Asset Location 29:56 Evaluating Stock-Bond Allocation Strategies   Links Join Our Next Live Q&A Session! We're hosting our next Retire With Style YouTube Live Q&A on Monday, August 25th at 2:00 PM ET. Wade and Alex will be answering your retirement planning questions live! ✅ Submit your question in advance at retirewithstyle.com ✅ Or join us live and ask your question in the chat Come be part of the conversation- your questions often inspire future episodes!

In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for.Whether you're an expat managing money abroad, a crypto-curious investor, or simply interested in the future of digital currencies, this episode will give you valuable insights into how cryptocurrency and stablecoins may transform financial planning and global investing.Read the blog post for more information on the GENIUS Act: https://usexpatinvesting.com/blog/what-the-genius-act-means-for-us-expats/ Episode Breakdown:00:00 – Introduction and Today's Topic00:38 – Understanding Crypto and Stablecoins05:29 – Legislation and the GENIUS Act Explained07:39 – Practical Uses and Challenges of Stablecoins17:45 – Tax Implications and Regulatory Concerns22:04 – Investment Perspectives and Final ThoughtsFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting#expatfinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

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 hereWhat happens when you finally reach your financial freedom number—only to realize the journey's far from over?You've spent years grinding, saving, and investing smart to hit your retirement goals. But once you cross that finish line, a new set of challenges emerges: how do you protect your wealth, minimize tax drag, and set your family up for long-term success without overcomplicating your life? In this episode, Kyle and Jon walk through a real-life case study of a couple with a $10M portfolio who's grappling with exactly that. From risk tolerance mismatches to looming capital gains, they break down the planning shifts that matter most after you've "made it."You'll discover:How to transition from aggressive growth to sustainable simplicity—without blowing up your tax billWhy timing and method matter when shifting from actively managed funds to more tax-efficient structuresHow legacy strategies like high-cash-value life insurance and corporate class ETFs can protect wealth across generationsHit play to learn how to evolve your portfolio and mindset for life after financial independence.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 cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than just diligent saving—it demands a strategic blend of retirement planning, investment bucket strategies, and advanced portfolio management tailored to your life stage and goals. Whether you're pursuing an early retirement strategy or building long-term wealth through real estate investing in Canada, understanding the tax implications, especially around capital gains strategy, RRSP optimization, and salary vs dividends, is crucial. At the core of a robust Canadian wealth plan lies Ready 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.

EP 401 - Recent UK government changes to trust law could have major implications for wealth protection, estate planning, and business ownership. In Tax Without Bullshit pt. 2, Andy sits down with Oury Clark tax experts Jeremy Coker and Emma FlorentinLee to break down what the new rules mean, who they affect, and how to decide if a trust is still worth it. From common myths to practical strategies, this episode explains how trusts work in the UK, why they're not just for billionaires, and how changing legislation could reshape their future. Essential listening for business owners, financial advisors, and families looking to safeguard assets.*For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*00:00 Tax Without Bullshit pt.2 - UK Trusts02:49 History of Trusts03:41 Structure of Trusts04:14 Types of Trusts and Their Uses09:03 Tax Implications and Misconceptions21:34 Global Perspectives on Trusts24:51 Trustees and Beneficiaries25:13 The Role of Trusts in UK Tax Residency26:36 Offshore Trusts: Myths and Realities28:53 Excluded Property Trusts Explained31:09 Complexities of Foreign Trusts41:58 Living Trusts and Their Implications45:57 Trusts in Business and Family Planning51:15 Wrap Upbusinesswithoutbullshit.meWatch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedinTwitterFacebookIf you'd like to be on the show, get in contact - mail@businesswithoutbullshit.meBWB is powered by Oury Clark

Jesse tackles six thoughtful listener questions spanning a range of personal finance topics. He begins with a question about using Social Security and pension payments as a means to replace bonds in a retirement portfolio. Why do we own bonds, anyway? Then Jesse dives into long-term care insurance, a common sticky topic for aging retirees. Do they need to earmark dollars for long-term care? Next, he covers the taxation and distributions of inheritance assets, including sub-topics like probate, beneficiaries, trusts, and general estate planning tactics. He then covers equity compensation, breaking down RSUs, ISOs, NSOs, and ESPPs, and offers best practices for tax planning, diversification, and aligning with long-term goals. Mike then asks whether to invest $200,000 in cash currently sitting in a money market fund; Jesse outlines rational reasons for holding cash but warns against market timing, instead recommending a disciplined monthly investment plan. Finally, Paul inquires about the interaction between RMDs and sequence of returns risk, and Jesse reassures that while the concern is valid, proper planning—including Roth conversions, diversified withdrawals, and long-term strategy—can neutralize the potential damage. Key Takeaways: • Diversify your exposure—holding too much company stock can increase risk, so it's often wise to sell and reinvest elsewhere once vesting or exercise occurs. • Paying off a mortgage early is more about peace of mind than maximizing returns—there's emotional value in being debt-free. • Flexibility and control often make 529s a better choice, but UTMAs can be useful for broader non-educational goals. • Planning ahead can reduce reliance on penalties or rigid strategies—consider building a taxable or Roth account alongside retirement funds. • Investors tend to lose more trying to time downturns than they do by staying invested through them. • Your plan should balance growth and stability, aiming to avoid forced sales in down markets while still meeting long-term goals. Key Timestamps: (00:00) - Diversification and Bonds in Retirement Portfolios (07:47) - Expectations for Stocks vs. Bonds (11:08) - Long-Term Care Insurance Deep Dive (25:08) - Taxation and Distribution of Inheritance Assets (38:49) - Revocable vs. Irrevocable Trusts: Control and Tax Implications (41:12) - Trust Distribution and Taxation (45:19) - Equity Compensation: RSUs, ISOs, NSOs, and ESPPs (51:49) - Best Practices for Managing Equity Compensation (59:28) - Market Timing and Cash Management Strategies (01:07:25) - RMDs and Sequence of Returns Risk Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://bestinterest.blog/asset-liability-matching-aligns-your-money-to-your-future/ https://bestinterest.blog/all-ask-me-anything-ama-episodes/  More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college.00:54 Understanding 403(b) and Investment Strategies02:49 Balancing Tax-Deferred and Taxable Accounts11:45 Emergency Funds and Financial Safety Nets16:24 Maximizing Employer 401(k) Matches19:23 Tracking Expenses and Adjusting Contributions25:14 Alternative Investment Strategies27:19 Tax Implications of Roth and 401k Withdrawals27:54 Strategizing Contributions: Roth vs. 401k28:58 Employer Contributions and Taxable Brokerage Accounts29:26 Advice for Younger Investors30:47 Issues with 401k and 403b Plans34:18 Alternative Investment Strategies35:01 Saving for College: Different Perspectives41:19 Balancing Investments for Flexibility43:21 Tax Considerations in Investment StrategiesCompanies mentioned: NVDA, QS*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

My guest today is Zac Townsend, co-founder and CEO of Meanwhile. Insurance is a product nearly everyone touches, but few understand, and even fewer try to reinvent. Meanwhile is doing just that, building a fully licensed life insurance carrier that holds its reserves in Bitcoin. In this conversation, we talk about what makes insurance structurally hard to change, how Bitcoin opens up new design space, and why innovation here demands control over product, capital, and regulation all at once. Please enjoy this conversation with Zac Townsend. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:20) Understanding Term Life Insurance (00:03:22) Exploring Whole Life Insurance (00:05:00) The Principal-Agent Problem in Insurance (00:07:59) Investment Strategies and Tax Implications (00:13:46) Challenges in the Insurance Industry (00:17:59) Founding an Insurance Startup (00:25:22) Bitcoin and Life Insurance (00:42:14) Future of Bitcoin and Insurance (00:44:50) Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices

The markets may look bullish, but what's really driving the momentum—and what's lurking beneath? Adam D. Koós, CFP®, CMT, CEPA is the founder of Libertas Wealth Management Group. He joins the Futures Edge with Jim Iuorio and Bob Iaccino to break down the latest investment strategies, market trends, and economic indicators shaping investor behavior right now.From the strength of consumer discretionary stocks and surprising retail sales data to the role of commodities, inflation fears, and the performance of gold as a safe haven asset, this episode covers what every serious investor needs to watch. The trio also weighs in on the dollar's trajectory, the hidden impact of tax policy changes, and how smart portfolio management can help navigate risk in an uncertain economy.- Current bullish signals in the market- Inflation: real threat or media hype?- How gold and commodities fit into today's portfolios- What the dollar's strength says about global markets- Tax policy and its effect on investor confidence- Strategies for managing risk and maintaining client trustTIMECODES:00:00 Introduction and College Rivalries02:55 Market Trends and Economic Indicators05:32 Investment Strategies and Market Volatility08:18 Consumer Discretionary Stocks and Retail Performance11:10 Commodities and Inflation Concerns14:16 Gold and Interest Rates16:56 Dollar Dynamics and Economic Policies19:40 Financial Advisor Coaching and Business Growth28:56 Launching a New Client Service Model30:03 Inflation Perspectives and Market Trends31:30 The Role of Technology in Market Performance33:05 Investment Strategies in Financials36:22 Analyzing Home Builders and Market Dynamics38:08 Understanding Losses and Trading Psychology39:47 Client Relationships and Communication Strategies41:44 Market Signals and Cash Positioning44:16 Portfolio Management and Investment Strategies48:02 Tax Implications and Economic PoliciesFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/

This week's blogpost - https://bahnsen.co/4m3JlJo Navigating the New Tax Landscape with Matt Gregory In this episode of the Thoughts and Money Podcast, host Trevor Cummings welcomes Matt Gregory, Director of Financial Planning at The Bahnsen Group, for his first appearance on the show. They explore the details and implications of a new tax bill—dubbed the One Big Beautiful Bill Act (O-B-B-B-A)—covering topics like charitable giving strategies, state and local tax (SALT) deductions, and Social Security taxation. The discussion also delves into above-the-line and below-the-line deductions, credits, and planning opportunities for different client profiles. Additionally, they discuss the impact of tips, overtime, and introduce new tax-deferred savings accounts for children. The episode underscores the importance of strategic planning and leveraging available software tools to optimize tax outcomes. 00:00 Welcome to the Thoughts and Money Podcast 00:18 Introducing Matt Gregory: From Broadway to Financial Planning 01:09 Understanding the New Tax Bill 02:28 Above the Line vs. Below the Line Deductions 07:11 Charitable Giving Strategies 17:14 State and Local Tax Deductions (SALT) 19:45 Scrutinizing the New Tax Bill 20:28 Social Security Tax Changes 22:50 Tax Implications for Tips and Overtime 25:57 Automobile Loan Interest Deductions 28:01 New Savings Vehicle for Kids 28:50 Estate Exemption and Planning 33:34 Market Reactions and Predictions 36:27 Practical Tax Planning Tips 39:47 Conclusion and Contact Information Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

In this episode of Retire with Style, Alex Murguia and Wade Pfau explore Treasury Inflation-Protected Securities (TIPS) and their role in retirement planning. They cover the history of TIPS, their tax implications, and how they help protect against inflation. The conversation also addresses the drawbacks of TIPS, current market conditions, and the importance of clear communication- especially for couples where one partner is less engaged in financial matters.   Takeaways TIPS were introduced in 1997 to protect against inflation. TIPS provide a real rate of return that adjusts with inflation. Tax implications of TIPS make them less efficient than other investments. It's important to consider the inflation protection TIPS offer in retirement planning. Market timing is not a sound strategy for investing in TIPS. Communicating financial plans should focus on meaning rather than just numbers. Delaying Social Security can provide inflation-adjusted income. Laddering SPIAs can be an effective strategy for income planning. Understanding your spouse's values can enhance financial discussions. Having a contingency plan for financial management is crucial.   Chapters 00:00 Introduction to TIPS and Their Importance 02:57 Understanding TIPS: Historical Context and Current Trends 06:00 Tax Implications and Asset Location for TIPS 09:01 Inflation Protection Strategies in Retirement 12:01 Evaluating the Downsides of TIPS 14:58 Conclusion and Final Thoughts on TIPS 18:21 Understanding TIPS and Their Role in Portfolios 27:15 Communicating Financial Plans to Less Interested Spouses   Links Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

Susan Pendergrass is joined again by Elias Tsapelas, director of state budget and fiscal policy at the Show-Me Institute, for Part II of their conversation on the sweeping federal legislation known as the “One Big Beautiful Bill.” They unpack what the bill means for Missouri taxpayers, including changes to the standard deduction, tips and overtime, education savings accounts, and higher education policy. They also dig into the bill's broader fiscal impact, from the growing federal deficit to the implementation challenges facing state governments. Timestamps 00:00 Exploring the One Big Beautiful Bill 04:58 Tax Implications for Missourians 10:20 New Savings Accounts for Children 12:07 Changes in Higher Education 18:09 Federal Deficit and Debt Concerns Listen to part I: https://showmeinstitute.org/blog/economy/understanding-the-one-big-beautiful-bill-with-elias-tsapelas/ Produced by Show-Me Opportunity

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 hereShould you pull your corporate cash into your RRSP—or let it grow inside your company?If you've sold your business or have a chunk of money trapped in a corporation, you're probably wondering: what's the smartest way to grow and eventually access that wealth? Should you protect it from taxes now, or maximize flexibility for future business moves and personal spending? This episode unpacks the tough choices entrepreneurs face when shifting from business owner to solopreneur.Understand when investing inside your corporation beats funneling funds into an RRSP—and when it doesn't.Learn how to avoid locking up your wealth in ways that limit your future plans, whether it's buying real estate, funding retirement, or starting a new venture.Get a clear, practical framework for deciding how to split your money between corporate investments and personal retirement savings.Press play now to stop guessing and start building a tax-smart wealth plan that fits your next chapter.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.Building long-term wealth in Canada requires more than just saving—it demands a clear financial vision and smart strategies across your financial buckets. Whether you're a Canadian entrepreneur navigating salary vs. dividends decisions, or a business owner seeking corporate wealth planning insights, balancing personal vs. corporate tax planning is key. With a focus on RRSP optimization, tax-efficient investing, and capital gains strategies, your financial plan should align with your goals for financial freedom in Canada and early retirement. From managing corporate wealth and optimizing RRSP room to creating diversification through real estate investing Canada and passive income Ready 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, Ryan Burklo and Alex Collins discuss the essential elements of prioritizing a financial plan. They emphasize the importance of cash flow, income protection, and the balance between savings rate and rate of return. The conversation also covers debt management strategies, the significance of estate planning, and the implications of asset location on taxes. The hosts provide actionable insights for listeners to enhance their financial strategies and ensure a secure financial future. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Protect your income as it is your most valuable resource. Understanding cash flow is crucial for financial planning. Savings rate is often more impactful than rate of return. Debt management strategies are essential for retirement planning. Estate planning is not just for after death; it's for living too. The location of your assets can significantly affect your tax situation. Creating a balanced financial plan involves understanding your income and expenses. Proactive planning can help mitigate financial risks. Clients often underestimate the amount of money that flows through their hands over time. Effective communication of financial plans can prevent future disputes. Chapters 00:00 Introduction to Financial Prioritization 02:59 Understanding Cash Flow and Income Protection 05:58 Strategies for Savings and Debt Management 08:52 The Importance of Estate Planning 11:54 Navigating Savings Rate vs. Rate of Return 21:01 Understanding Risk and Return 22:18 The Importance of Savings Rate 24:47 Cash Flow Management in Retirement 31:09 Location of Money Matters 38:19 Debt Management Strategies  

Tony Drake breaks down the tax implications of the ‘One Big Beautiful Bill' as a slowing economy puts the Fed on a “razor's edge.” We “haven't had a fundamental shift in spending in Washington,” he adds, “We really have to figure out what to do about this debt…short of raising taxes.” He advises retiree investors not to chase the rallies too far and “balance between growth and stability.” He likes utilities and healthcare for “peace of mind” in this “dual-personality market.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Brian Walters meets with Hubert Johnson, founder of Guardian Tax Law, to break down the complex tax implications of many family law matters. Brian and Hubert discuss how divorce settlements can impact tax deductions and how child and spousal support work under tax laws. They wrap up the episode by discussing mistakes to avoid in tax planning and how family law attorneys can help their clients through the process. To reach out to Hubert Johnson directly: https://guardiantaxlaw.com/author/hubert/

What happens when 19 states simultaneously abandon the 150-hour CPA requirement while tariffs create unprecedented uncertainty for CFOs? Blake and CFO.com reporter Adam Zaki explore the rapid transformation of CPA licensure—from New York's recent changes to the coordinated state-by-state rollout that followed Barry Melancon's AICPA retirement. You'll discover how political and economic volatility is driving demand for accounting services, why the PCAOB may disappear in the Senate's tax bill, and how AI is reshaping audit teams while raising questions about the future value of CPAs. Plus, insights on navigating everything from reciprocal tariffs to the SEC's new chief accountant.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(01:38) - Tariffs and Their Impact on CFOs (03:19) - Supreme Court and Tariff Legalities (05:47) - Economic Impact of Tariffs and Inflation (08:09) - Geopolitical Conflicts and Economic Uncertainty (11:17) - Federal Reserve and Economic Policies (18:51) - CPA Pipeline and 150 Hour Rule Changes (33:08) - Chief Accountant at the SEC (40:11) - Smart Moves by Congress: Nonprofit Pay Scales (40:44) - The Impact of Budget Cuts on PCAOB (41:34) - Challenges in Government Oversight (42:02) - Senate's Big Bill: Key Changes and Controversies (46:25) - Tax Implications and Political Dynamics (52:42) - Business Deductions and Higher Education (55:40) - AI in Accounting: Transforming the Big Four (57:37) - The Future of Accounting Education (01:02:10) - AI's Role in Auditing and the Future Workforce (01:05:19) - The Impact of Automation on Jobs and Society (01:15:48) - Concluding Thoughts and Future Outlook  Show NotesSupreme Court Challenge to Trump Tariffs by Toy Companies https://www.reuters.com/legal/supreme-court-trump-tariffs-toy-companies-challengeConsumer Price Index Impact of Current Tariffs https://www.bls.gov/news.release/cpi.nr0.htmNew York State CPA Licensure Reform Legislation https://www.nysscpa.org/news/publications/the-trusted-professional/article/new-york-cpa-licensure-reform-passes-legislaturePennsylvania CPA Pathway Bill Senate Approval https://www.picpa.org/articles/advocacy/cpa-pathway-legislation-senate-approvalMaine CPA Exam Requirements Change https://www.maine.gov/pfr/professionallicensing/professions/accountants/cpa-exam-requirementsCFO.com State-by-State CPA Licensure Tracker https://www.cfo.com/news/cpa-licensure-changes-state-tracker-2025Kurt Hoel Appointed SEC Chief Accountant https://www.sec.gov/news/press-release/2025-89AICPA Barry Melancon Retirement Impact Analysis https://www.journalofaccountancy.com/news/2025/01/melancon-retirement-cpa-pipeline-changesSenate Modifications to Big Beautiful Bill https://www.congress.gov/bill/119th-congress/house-bill/1/actionsAvalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-reportPCAOB Elimination Implications Analysis https://www.pcaobus.org/oversight/inspections/implications-elimination-analysisKPMG Clara AI Audit Platform Interview https://www.cfo.com/news/kpmg-thomas-mackenzie-clara-ai-audit-interviewPwC USA Tax Leader Agentic AI Implementation https://www.cfo.com/news/pwc-tax-agentic-ai-implementation-2025Bill.com Small Business Paperless Survey 2030 https://www.bill.com/resources/small-business-paperless-2030-surveyUniversal Technical Institute CFO Interview https://www.cfo.com/news/uti-cfo-future-higher-education-interviewNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comLearn more about Adam Zaki: Website: https://www.cfo.com/editors/azaki/LinkedIn: https://www.linkedin.com/in/adamzakinycGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://clo...

TSN Hockey Analyst Mike Johnson joined OverDrive to discuss the headlines around the Oilers' forward steps, the priorities to improve the roster, Brad Marchand's contract outlook, John Tavares' value in Toronto, the impact of state tax on deals in the league and more.

In this roundtable conversation, Todd Langford, Denzel Rodriguez, Daniel Rondberg, and Caleb Guilliams walk through every variable — interest rates, compounding, cash flow, risk, flexibility, and even tax deductions for velocity banking. Does this concept actually work to pay off mortgages faster or is it a wash? Check out everyones channel: Todd Langford: https://www.youtube.com/@TruthConcepts Denzel Rodriguez: https://www.youtube.com/@DenzelNapoleonRodriguez Daniel Rondberg: https://www.youtube.com/@DanielRondberg 00:00 Understanding Mortgage Payoff Strategies02:34 The Role of Velocity Banking05:20 Comparing HELOC and Traditional Mortgages07:55 Cash Flow and Interest Rates10:34 Analyzing Interest Savings with HELOC12:30 Income and Expense Management14:46 The Impact of Accelerated Payments17:57 Tax Implications of Mortgage Payments20:24 Final Thoughts on Mortgage Strategies25:20 Understanding Interest Rates and Mortgage Strategies31:32 The Impact of Debt on Financial Decisions35:04 Comparing Payment Strategies: HELOC vs Traditional Payments43:59 Evaluating the Role of Time Value of Money50:43 Entrepreneurial Perspectives on Debt Management58:14 The Emotional Weight of Debt59:15 Understanding Debt vs. Cash Flow01:00:38 The Debate on HELOC vs. Savings01:02:28 Velocity Banking Explained01:04:46 Cultural Perspectives on Debt01:06:37 The Role of Emotion in Financial Decisions01:08:31 Comparative Rates and Financial Strategies01:11:19 Risk-Adjusted Returns and Financial Planning01:14:01 The Importance of Rate in Financial Decisions01:18:22 Final Thoughts on Financial StrategiesDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information  Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...