Podcasts about tax planning

What if your inheritance could grow tax-free for a decade? In this episode, Art McPherson breaks down the power of Roth IRAs, the impact of inflation on retirement, and how to avoid costly mistakes when receiving a windfall. From market volatility to mid-season tax planning, Art shares practical strategies to help you protect your future and make smarter financial decisions—whether you're retiring early or just getting started. Plus, a few laughs about sticker shock, bubble tape, and the true cost of a kiss. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if your retirement plan could turn taxes into opportunity? In this episode, Kevin Madden breaks down how recent tax law extensions open the door for strategic Roth conversions and smarter estate planning. He also weighs in on the risks of over-relying on the “Magnificent Seven” tech stocks and explains why now might be the time to lock in high annuity rates. Plus, a candid look at why so few people work with financial advisors—and why that could be a costly mistake. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

When the market drops 20% in a week, what do you do—panic or plan? Mike Canet and Lawrence Kiely explore the emotional rollercoaster of investing and the real-life story of a savvy retiree who sought clarity amid volatility. From the pitfalls of the 4% rule to the pros and cons of annuities, they break down how to build a retirement income strategy that fits your lifestyle and risk tolerance—without relying on guesswork. Want to begin building your retirement and tax plan? Schedule a call with us here:

What if delaying retirement could boost your financial future? In this episode of The Retirement Playbook, Rick and Granger Hughes break down key strategies for navigating retirement with confidence. From understanding market behavior to leveraging Roth IRAs and anticipating shifts in Social Security, they offer insights that empower listeners to make smarter, more informed decisions. The episode also underscores the value of proactive tax planning and the long-term benefits of patience when it comes to retirement timing. 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.

Watch this Live: Click Here Think retirement is decades away? Think again. Mel Stubbs breaks down the 10 retirement decisions that can make or break your future — and why federal employees can't afford to ignore them.

Get the clarity you need on the One Big Beautiful Bill Act — the sweeping tax bill signed into law on July 4, 2025. What changed? What didn't? And most importantly — how does it impact your clients' planning strategies and bottom line? Guest Carma McCallie, JD, CAP, VP of Advanced Sales at Crump, joins us to unpack the key provisions and highlight smart planning opportunities you can act on before year-end.

In this episode of Nurturing Financial Freedom, we dive into the implications of the newly passed federal tax bill—also known asl the “big, beautiful bill.” While the name might suggest sweeping changes, the truth is more about maintaining the status quo and preventing an expiration of key provisions from the 2017 Tax Cuts and Jobs Act. We break down what that means for retirees, investors, and anyone planning their financial future.We start with the basics. Alex explains that the bill keeps existing tax brackets intact through 2025. The seven current brackets—ranging from 10% to 37%—remain unchanged and will continue to adjust with inflation. This alone helps prevent tax hikes for most Americans. Next, we look at the standard deduction. It's staying high: $15,750 for individuals and $31,500 for married couples filing jointly in 2025. For seniors aged 65 and older, there's an added bonus—an additional $6,000 per person. That means some retired couples could deduct up to $43,500, significantly lowering their taxable income. However, this senior deduction phases out at incomes over $150,000 and disappears entirely at $250,000.Another highlight is a small but impactful update to tip and overtime tax treatment. Up to $2,500 in tips and $5,000 in overtime income will now be tax-exempt, a win for part-time workers and younger family members in service jobs. We also see an increase in the SALT (state and local tax) deduction cap—from $10,000 to $40,000—which could encourage some high earners in states like New York and California to start itemizing again.Ed takes over to unpack how this affects investments. Capital gains tax rates remain unchanged, with the familiar 0%, 15%, and 20% tiers, adjusted for inflation. The 3.8% net investment income tax—sometimes dubbed the Obamacare surcharge—still applies to higher-income earners. Importantly, the step-up in basis on inherited assets is untouched, preserving one of the most efficient methods of wealth transfer.The bill also maintains the Qualified Charitable Distribution (QCD) option, allowing those over 70½ to donate up to $100,000 directly from IRAs without increasing taxable income. Required Minimum Distributions (RMDs) still begin at age 73. We round out with a reminder on smart asset location—keeping tax-inefficient investments in tax-deferred accounts and long-term strategies in taxable accounts.While the bill doesn't overhaul the tax code, it preserves favorable conditions for most Americans, especially retirees and investors. Our advice remains: understand how these provisions impact your specific situation and reach out to a financial professional for personalized planning. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, and Jon Gay and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3222: Sean Mullaney offers four strategic approaches to reduce your exposure to inflation, including savvy tax planning, leveraging low-interest debt, maximizing travel rewards, and making spending choices that minimize future costs. With a unique lens on how current decisions shape future financial burdens, he encourages a balanced mix of retirement accounts and intentional living to stay ahead of inflation's bite. Read along with the original article(s) here: https://fitaxguy.com/2022/06/ Quotes to ponder: "Getting money into Roths and HSAs excuses future growth from taxation, including growth attributable to inflation." "Inflationary environments are great for debtors, particularly those debtors who have locked in a low interest rate for a long term." "You can use today's spending to reduce your exposure to future inflation." Episode references: Camp FI: https://campfi.org/ Mark's Money Mind: https://marksmoneymind.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's podcast, I want to talk about the new One Big Beautiful Bill Act, recently passed and signed into law by the President on July 4th of this year. This legislation is significant for a couple of key reasons. First, it makes permanent one of the largest tax cuts in history—the Tax Cuts and Jobs Act (TCJA), originally passed in 2017 and previously set to expire at the end of this year. Second, the bill itself spans more than 300 pages, packed with new provisions, many of which will create planning opportunities for retirees and pre-retirees alike. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #458. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.      

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3222: Sean Mullaney offers four strategic approaches to reduce your exposure to inflation, including savvy tax planning, leveraging low-interest debt, maximizing travel rewards, and making spending choices that minimize future costs. With a unique lens on how current decisions shape future financial burdens, he encourages a balanced mix of retirement accounts and intentional living to stay ahead of inflation's bite. Read along with the original article(s) here: https://fitaxguy.com/2022/06/ Quotes to ponder: "Getting money into Roths and HSAs excuses future growth from taxation, including growth attributable to inflation." "Inflationary environments are great for debtors, particularly those debtors who have locked in a low interest rate for a long term." "You can use today's spending to reduce your exposure to future inflation." Episode references: Camp FI: https://campfi.org/ Mark's Money Mind: https://marksmoneymind.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Roger in Canton, Ohio, is burnt out. Can he and his wife Jane pre-retire next year in their mid-50s with $2.8 million? Joe and Big Al spitball on whether they'll still have enough money for their Go-Go years, Joe's favorite, today on Your Money, Your Wealth® podcast number 539. Roger also has an employee stock purchase plan. For the best asset location strategy, should he max out the ESPP at a 15% discount, convert to Roth IRA, build his brokerage account, or a little of all the above? Speaking of asset location, some of our YouTube viewers object to the idea of putting higher performing assets in your Roth account. They say you can't write off the losses and you'll be exposed to sequence of returns risk. Stick around for Joe and Al's response. Free financial resources & episode transcript: https://bit.ly/ymyw-539  DOWNLOAD Why Asset Location Matters for Free CALCULATE Your Free Financial Blueprint WATCH Recipe for Retirement | Retirement Plans Explained 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 02:03 - I'm Burned Out. Can I Pre-Retire Next Year? (Roger & Jane, Canton, OH) 11:46 - Watch Recipe for Retirement | Retirement Plans Explained on YMYW TV and Calculate Your Free Financial Blueprint 12:50 - Would You Rather for Asset Location: Roth vs. Brokerage? Roth vs. ESPP with 15% Discount? (Roger & Jane, Canton, OH, cont'd) 21:08 - Higher Performing Assets in Roth Exposes You To Sequence of Returns Risk and You Can't Write Off  The Losses (YouTube comment) 24:54 - Next Week on the YMYYW Podcast 25:27 - Download Why Asset Location Matters for Free

In this powerhouse episode, Vinney Chopra is joined by nationally recognized CPA, real estate investor, and best-selling author Ted Lanzaro, founder of Landmark CPA Group. With 33+ years of experience helping thousands of real estate professionals legally reduce their tax burdens, Ted brings high-level insight and practical advice that every investor—whether active or passive—needs to hear. If you've ever wondered how the wealthy keep more of their income, this conversation will show you how they do it.   Inside the episode, you'll uncover:

What’s the cost of waiting to plan for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton tackle the hesitation many feel about working with a financial advisor—and why that delay could cost you options and income. They break down the importance of fiduciary standards, hidden fees, and how to vet your advisor like you vet your favorite restaurant. If you’re in your 50s or beyond, this episode is your playbook for transitioning from growth to protection—and retiring with confidence. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What’s your plan for turning dreams into memories—without running out of money? In this episode of Beyond The Money, Jackie Campbell breaks down how to fund bucket list experiences while navigating inflation, taxes, and the new “Big Beautiful Bill.” From Social Security changes to concentrated stock risk, Jackie shares how to build a 360 degree retirement roadmap that balances income, legacy, and lifestyle. Whether you’re 55 or already retired, this episode is packed with insights to help you retire with confidence—and purpose. 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.

What’s your “memory money” moment? In this episode of Retirement For Living, JoePat Roop shares how to plan for bucket list experiences—without risking your retirement. JoePat explains how to carve out funds for joy while still preparing for life’s storms. He also breaks down the tax planning opportunities in the new “Big Beautiful Bill” and why waiting could cost you. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if you could retire with zero taxes? In this episode, Mike Canet & Lawrence Kiely unpack the “Big Beautiful Bill” and its real impact on Social Security, Roth conversions, and long-term tax planning. They break down how seniors can leverage new deductions, why tax efficiency is more critical than ever, and how proactive planning today could potentially save your heirs hundreds of thousands of dollars tomorrow. It’s not just about saving money—it’s about keeping more of what you’ve earned. Want to begin building your retirement and tax plan? Schedule a call with us here:

When you come in for your Portfolio X-Ray, we’ll dive into the risk you are taking, your performance, your tax liability, and more. But today we discuss what might be the most eye-opening moment of our analysis. Like this episode? Hit that Follow button and never miss an episode!

What if your retirement timeline could shift overnight—just by inheriting wealth or a change in interest rates? In this episode of The Retirement Playbook, Granger Hughes unpacks the latest updates to Social Security taxes and how they could impact your financial future. They explore how interest rate cuts affect retirees, and why budgeting and mindful spending are more critical than ever. Whether you're planning decades ahead or already retired, this episode offers grounded insights into managing your money with clarity and control—without overpromising. 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.

Navigating the complex world of taxes isn't just for accountants—it's essential knowledge for every landowner, farmer, and small business operator wanting to protect their hard-earned assets. In this illuminating conversation, host Steve Link welcomes tax expert Kent Busick from Busick Associates, who breaks down the recently passed "Big Beautiful Bill" and what it means for your bottom line.Kent brings a unique perspective to tax planning, having grown up on a North Dakota grain farm before obtaining his master's in business taxation from the Carlson School of Management. This blend of practical agricultural knowledge and technical expertise allows him to translate complex tax provisions into strategies that real farmers and landowners can implement immediately.The discussion reveals several game-changing opportunities hiding in the tax code. The restoration of 100% bonus depreciation, the increase in Qualified Business Income exclusion from 20% to 23%, and the often-overlooked Section 180 soil study deductions all represent substantial tax savings. As Kent explains, "If you're making a million dollars in your operation... that's a $30,000 deduction for you that just comes off of your adjusted gross income."Perhaps most valuable is Kent's insight into permanent versus temporary tax deductions. While depreciation on equipment must eventually be recaptured, Section 180 deductions for soil nutrients create permanent tax benefits that never need to be recaptured when passing land to the next generation. Combined with the $15 million estate tax exclusion ($30 million for married couples) and unchanged stepped-up basis rules, farmers now have unprecedented tools for transitioning operations without crippling tax consequences.Whether you're contemplating land improvements, equipment purchases, or retirement planning through Cash Balance Pension Plans, this episode delivers actionable wisdom that could save you thousands in taxes while building generational wealth. Listen now to discover how the right tax strategy can transform your financial future.Follow at www.americalandauctioneer.com and on Instagram & FacebookContact the team at Pifer's

Join Newton One Advisors (Mark Singer and Steve Target) and Patrick Conner from Husch Blackwell's Private Wealth Group as they delve into estate, business succession and tax planning strategies. Gain insights on navigating the uncertain economic landscape and evolving legislation.

President Trump just signed the Big Beautiful Bill into law — and it's packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big.Here's what you'll learn:How to leverage 100% bonus depreciation for real estate, vehicles, and business equipmentWhy the QBI (199A) deduction is now a permanent win for small business ownersHow to tap into Opportunity Zones for tax-free investingThe truth about the new $40K SALT cap — and the workaround that still works in 36 statesWhether you're an entrepreneur, investor, or just want to pay less in taxes — this episode is your playbook. Grab my FREE Ultimate Tax Strategy Guide HERE! You don't want to miss this! Secure your tickets for the most significant business, tax & legal event of the year: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a break, or just retire? She asks Joe Anderson, CFP® and Big Al Clopine, CPA for a brutally honest spitball, today on Your Money, Your Wealth® podcast 538. Plus, Seth isn't sure if he can afford to stay retired at age 52, and whether he should convert his retirement savings to Roth, so he uses an AI voice to ask the fellas for his spitball. And Leon uses his real voice to ask whether REIT ETFs are a good way to get into real estate investing. (Until Big Al returns from his extended European Vacation, enjoy an encore presentation of these questions from an October 2024 episode of Your Money, Your Wealth podcast.) Free financial resources & episode transcript: https://bit.ly/ymyw-538  Test your knowledge: take our Retirement Pop Quiz Watch Retirement Pop Quiz: 18 Questions To Get You Ready to Retire on YMYW TV Download the Retirement Readiness Guide for free Email Us and Request a Free Copy of The Best of Jonathan Clements: Classic Columns on Money and Life on Kindle!  Watch or Listen to “The Payoff is Huge”: Jonathan Clements' Final Initiative to Empower Lifelong Savers 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 01:03 - Can “George and Weezy” Retire in 2026 or Earlier With Deferred Compensation? (IL) 12:17 - Pop Quiz, Retirement Readines Guide 13:02 - Should I Move With Work, Take a Break, or Retire Now? Be Brutally Honest (Jenn, OH) 17:43 - Can I Stay Retired at Age 52? Should I Convert Retirement Savings to Tax-Free Roth? (Seth, Montana, AI voice) 24:34 - Ask Joe & Big Al for your Retirement Spitball Analysis, Schedule a Free Financial Assessment 25:30 - Are REIT ETFs a Good Way to Get Into Real Estate Investing? (Leon, Chicago - voice) 33:56 - Request a Free Kindle Copy of The Best of Jonathan Clements,  Watch or Listen to “The Payoff is Huge”: Jonathan Clements' Final Initiative to Empower Lifelong Savers

Ryan Herbert and Lawrence Kiely dive into the 50th anniversary of Jaws—and use it as a metaphor for the hidden dangers lurking in retirement accounts. From Required Minimum Distributions (RMDs) to Roth conversions, they break down how tax planning can be the “bigger boat” you need to stay afloat in retirement. Learn how a proactive tax strategy could potentially save you hundreds of thousands—even millions—over your lifetime. Want to begin building your retirement and tax plan? Schedule a call with us here:

On this episode: What to do when your advisor makes a mistake. Avoid these places with your retirement money. How does all the talk about interest rates effect you? A retirement lesson from the Road Runner and the Coyote. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

While most people are relaxing this summer… The smartest business owners are slashing their tax bills using strategies you've probably never heard of. That's why I brought back Mark Kohler—CPA, attorney, and wealth architect—to break down the real summer tax moves investors should be making now. In this episode, we cover: Why “side hustles” and family barbecues can become powerful tax deductions How to legally pay your kids—and take the write-off The #1 LLC mistake that could cost you everything What board meetings with your family have to do with asset protection How to convert “summer fun” into a tax strategy And yes—this is all 100% legal and totally underused. If you've ever thought tax planning was boring… Mark will change your mind. Listen to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Mark Kohler Personal Website KKOS Lawyers Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

In this engaging conversation, Stephen Schmidt interviews William Spar, a seasoned expert in real estate and tax strategies. They discuss William's journey in the real estate industry, the importance of tax planning for investors, and common misconceptions about tax codes. William shares insights on building a referral-based business, overcoming challenges, and the significance of human connection in an increasingly digital world. The conversation emphasizes the need for resilience, effective marketing strategies, and the role of support systems in entrepreneurship.   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   —--------------------

President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity.In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You'll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing from scratch.Inside: • What to include in your $349–$750 planning session • Real prompt sequences you can use in MAX today • Ready-to-run campaigns for families, seniors, freelancers, and business owners • A step-by-step plan to turn tax law into client growthThis episode is your playbook for turning policy into profit—and scaling your firm with smart, proactive tax planning.

Stop hiding from those IRS letters. They're not coming to drag you away in handcuffs.The biggest lie the government ever told you? That tax debt will ruin your life. Here's the brutal truth: 99.9% of people who owe taxes will NEVER see the inside of a jail cell. But they will lose sleep, relationships, and thousands of dollars in penalties because they believe the fear-mongering.In this no-BS episode, Stoy Hall sits down with Morgan Anderson, EA – a 26-year veteran of tax debt resolution who's seen it all. Morgan destroys the myths that keep you paralyzed and reveals the real playbook the IRS doesn't want you to know.You'll discover:Why Al Capone's case has absolutely nothing to do with your $20K tax billThe massive system breakdown that's actually working in your favor right nowHow COVID broke the IRS machine (and what that means for you)The single phone call that can stop wage garnishments before they destroy your reputationWhy your "tax professional" might be setting you up for a $700K disasterThis isn't feel-good fluff. This is war strategy.Morgan pulls back the curtain on settlement negotiations, payment plans, and when to fight versus when to fold. If you're a business owner drowning in payroll taxes or an individual getting crushed by penalties, this episode could save you decades of financial pain.The government wants you scared and compliant. Time to flip the script.Connect with Morgan Anderson:Website: https://www.goldenliontaxsolutions.com/LinkedIn: https://www.linkedin.com/in/morgan-anderson-ea/Facebook: https://www.facebook.com/morgan.q.anderson.ea/Warning: This episode contains explicit tax advice that may cause sudden feelings of empowerment and the urge to finally deal with that pile of IRS notices.Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Ready to take control of your financial future for the long haul? In this episode of the Infinite Wealth Podcast, hosts Cameron Christensen and Anthony Faso are joined by special guest Jason Jasper to break down what the first 10-years of the Infinite Banking Concept (IBC) really looks like. Whether you're new to Infinite Banking or already on your way, this episode reveals why a decade-long perspective is the key to building passive income and true wealth. The team goes beyond the basics, discussing not just how to set up your IBC policy but how to actually use, grow, and expand it—turning your cash into a powerful flywheel for wealth and legacy.   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance legislation.  Matt brings decades of tax and structuring experience to this conversation covering everything from tax-saving strategies to real-life horror stories of owners who waited too long to plan.  Here's what you're in for: 00:00 Common Mistakes in Business Value Creation 04:26 Importance of Planning for Unexpected Sales 07:28 Successful Business Transitions 11:07 Structuring and Tax Advisory for Business Owners 20:34 Nuances of Selling to Family vs. Third Parties 25:30 New Rules and Legislation for 2024 32:48 Conclusion   ABOUT MATT HOLMES Matt Holmes is a seasoned tax advisor with over 25 years of experience helping small to medium-sized business owners achieve their goals through tailored business, tax, and accounting strategies. A Chartered Accountant and graduate of Ryerson University, Matt specializes in corporate reorganizations, estate planning, and succession strategies for owner-managed businesses across industries like healthcare, real estate, and tech. His expertise lies in tax minimization and wealth maximization, particularly during business transitions, sales, and generational transfers. You can reach out to Matt through: LinkedIn:https://www.linkedin.com/in/matt-holmes-15294b14 Website: https://www.holmescpa.ca (Company)   ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/   https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Send us a textThe dream of mailbox money through real estate investing often collides with the reality of demanding property management, leading many investors to seek alternative wealth-building paths while maintaining tax advantages.• Hire property managers to maintain real estate professional tax status benefits while reducing workload• Invest in real estate syndications as limited partners to leverage expert deals without active management• Consider oil and gas investments for truly passive income with 70-90% first-year write-offs• Explore Delaware Statutory Trusts and Qualified Opportunity Zone funds for passive 1031 exchange options• Evaluate solar panel investments on properties for both tax credits and long-term energy cost savings• Return focus to your primary business with retirement, healthcare, and charitable tax strategiesIf you want to learn more about how these concepts may apply to your situation, go to prospercpa.com/apply for a free opportunity report or visit taxplanningchecklist.com to get started with strategic wealth building and tax reduction.PS. Whenever you're ready, here are some ways we can help with reducing your taxes...Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com  At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribe

What do dream vacations and retirement have in common? Both can be derailed by one unexpected misstep. In this episode, Frankie Guida explores how a single overlooked detail—like skipping tax planning—can cost retirees millions. From forgotten driver’s licenses in Naples to real-life client stories, he unpacks the importance of having a solid financial strategy. Tune in for practical insights on how to avoid the “one thing” that could ruin your retirement. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients' needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and PFS Wealth Management Group are not affiliated companies. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the essential components of financial planning, focusing on the question many people ask: 'When can I be done working?' They emphasize the importance of understanding cash flow, income planning, protection strategies, asset management, and managing liabilities and taxes. The conversation highlights the need for a comprehensive approach to financial organization, ensuring that all aspects of a financial plan work together cohesively to support a desired lifestyle in retirement. 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 The question 'When can I be done?' reflects engagement. Cash flow is the foundation of financial planning. Income planning involves understanding both needs and wants. Protection of income is crucial in financial planning. Assets should be managed with a focus on cash flow. Investment strategies should not solely rely on rate of return. Liabilities and taxes must be considered in financial planning. Financial plans should be reviewed and adjusted regularly. Understanding the integration of financial domains is key. A comprehensive approach leads to better financial outcomes. Chapters 00:00 The Quest for Financial Freedom 02:36 Understanding Cash Flow in Retirement 07:35 The Importance of Protection 12:33 Assets and Their Role in Retirement 17:02 Managing Liabilities and Taxes 19:44 Integrating Financial Domains for Success  

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients' needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and PFS Wealth Management Group are not affiliated companies. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy

In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down powerful, tax-saving strategies for real estate investors. From the basics of passive investing to advanced tax planning tools, he shares how to legally reduce your lifetime tax burden. If you're serious about building wealth, this is the playbook you need.   Key Takeaways To Listen For Cash Flow vs. Tax Flow: Why your paper loss can still be a financial win Understanding depreciation, “gold diagnoses,” and lifetime tax planning How to use REP status and cost segregation for massive tax savings Strategies to control capital gains when selling and when to use them Income-shifting tactics using S corps, spousal payroll, Roth conversions, and health reimbursement hacks Resources/Links Mentioned In This Episode Defeating Taxes   About Christopher J. Picciurro, CPA, MBA, PFS, ARAChris Picciurro is a nationally recognized tax strategist specializing in real estate investing. A CPA, MBA, PFS, and ARA, Chris brings over two decades of experience helping investors and entrepreneurs legally and ethically reduce their lifetime tax burden. He's the founder of Teaching Tax Flow, co-founder of Integrated CPA Group, and a sought-after speaker for organizations like NATP, MICPA, and NARPM. Based in Franklin, TN, Chris is also a podcast co-host, former Intuit Tax Council member, and passionate educator dedicated to demystifying tax planning for investors and professionals alike. In his free time, he enjoys pickleball, travel, and family time. Connect with Chris Website: Teaching Tax Flow | Chris Picciurro Podcast: Teaching Tax Flow | Apple Podcasts and Spotify LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA Facebook: Chris Picciurro Facebook Group: Defeating Taxes Instagram: @chrispicciurro Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year for you and your spouse. The Windfall Elimination Provision and the Government Pension Offset are no more, and you're now eligible for your full Social Security benefits AND your pension! Today on a quick Your Money, Your Wealth® podcast number 536, while Joe hangs in the North Star State, Big Al Clopine explains what the Social Security Fairness Act means for Cherilyn and her husband, and "Nuke La Loosh" and his wife, with the help of our special guest co-host, Susan Brandeis, CFP®. Free financial resources & episode transcript: https://bit.ly/ymyw-536 DOWNLOAD The Social Security Handbook (newly updated!) for free YMYW ranked among the "14 Best Retirement Podcasts and Blogs to Follow" by Due.com, featured on NASDAQ.com ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW 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 00:47 - Can I Qualify for Half of My Wife's Social Security Now That WEP and GPO Are Gone? (Nuke La Loosh, Northern CA - voice) 08:16 - Is My Husband Eligible for Spousal Social Security Benefits Now that WEP and GPO Are Gone? (Cherilyn, El Cajon, CA) 12:58 - Comment: Your TV Show and Guide on Social Security Are Out of Date (Helen, San Diego) 14:11 - Comment: Even If the TV Show Doesn't Pertain to You Directly, You Can Inform Someone Else (Catherine) 14:39 - Social Security Handbook (newly updated!) - download for free 15:00 - YMYW ranked among the "14 Best Retirement Podcasts and Blogs to Follow" by Due.com, featured on NASDAQ.com 15:21 - Next Week on the YMYW Podcast

In this episode of Retirement For Living, JoePat Roop discusses the importance of proactive retirement planning, especially during the mid-year mark. He emphasizes the need for timely financial decisions, the significance of understanding retirement income needs, and the role of purpose in retirement. The conversation also covers managing debt, preparing for unexpected expenses, and the overall importance of having a solid financial plan to ensure a secure retirement. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

On this episode: Don’t be Bad Santa when sending money and assets to your children. The upside and downside of living into your 90s. A down stock market isn’t your only enemy in retirement. 4 trillion dollars are in these funds in 401(k)s and maybe they shouldn’t be. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The need for estate tax planning, now. President Trump strikes down California electric vehicle mandates. Dairy producer discusses cow care, nutrition and environmental improvements. Long-term farm labor supply concerns.

What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes.  Together, they explore how to create meaningful conversations and a values-aligned financial life. Carolyn discusses: How her husband's career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of “no mean people” Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Carolyn McClanahan:  LinkedIn: Carolyn McClanahan X (Twitter): Carolyn McClanahan Facebook: Carolyn McClanahan Website: Life Planning Partners About our Guest: Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

This week Cameron and Anthony break down the essentials of starting an Infinite Banking policy on the right foot—helping you avoid the costly mistakes they see time and again. The hosts share why policy structure is critical, what to watch out for when selecting an agent, and strategies for effective loan management within your policy. Listen in for real-world advice, common pitfalls to avoid, and proven steps to maximize your cash value from day one. Plus, check out the free resources and checklists mentioned in the episode to guide you along your IBC journey. Top 5 Questions to Ask Your IBC Agent: https://youtu.be/l-Wg6YAG6_w IBC Set-Up Checklist: https://infinitewealthconsultants.com/checklist/ Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing charitable contributions for tax benefits. 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.

In this episode, John Harcar interviews CPA Chris Whalen, discussing the importance of finding the right CPA for real estate investors. Chris shares his journey into real estate, the challenges he faced, common mistakes made by investors, and the significance of tax planning. He emphasizes the need for adequate insurance and the benefits of 1031 exchanges. The conversation provides valuable insights for anyone looking to invest in real estate and highlights the critical role a knowledgeable CPA plays in the process. 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   —--------------------

Your business is growing—but is your personal wealth strategy keeping up?In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President's Cabinet.He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.Terry's leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.Learn more: https://www.capsurtaxandestateplanning.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations

Apple Podcast Description: In this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Jeff Trapp, an experienced tax strategist and founder of Tax Planning Pros. Jeff clarifies the differences between an Enrolled Agent (EA) and a CPA, shares candid stories about his path into the tax field, and offers practical advice for business owners on proactive tax planning. Listen in as Jeff reveals common tax mistakes, the importance of building your personal brand, and key tips for keeping your books in order. Whether you're a solo entrepreneur or a seasoned business owner, this episode is packed with timely insights on saving money, building wealth, and navigating the complex world of taxes. Plus, discover how Jeff overcame setbacks to launch his own successful firm and what you should be asking your accountant to maximize your financial legacy. Learn more about Jeff at taxplanningpros.com and get inspired to take control of your business—and your taxes—today! **Contact Ed Parcaut:** -

Wondering how to save thousands in taxes while building legacy wealth? This deep-dive breaks down real tax strategies from cost segregation and paying your kids, to choosing between an S Corp or C Corp. Learn how one investor wiped out $500K in taxable income and why planning quarterly can make all the difference.Whether you're flipping homes, managing rentals, or scaling a service biz, this is the money game you can't afford not to play. Get access to our real estate community, coaching, courses, and events at Wealthy University https://www.wealthyuniversity.com/Join our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://www.wealthykingdom.com/ If you want to level up, text me at 725-527-7783!--- 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 generat...