Podcasts about tax strategies

The real ROI of business? It's not more revenue. It's the life you get to live.What if the real purpose of building a business wasn't just to scale endlessly — but to design your ideal life and exit on your own terms? In this episode, George sits down with Noah Rosenfarb — CPA, family office founder, investor, and advisor — who has helped hundreds of entrepreneurs build, exit, and live with intention.From $750M in company exits and $1B in real estate investments, Noah shares the secrets of wealth that go far beyond money — including how to avoid common exit regrets, create true time freedom, and build wealth that supports your identity (not replaces it).This is more than a conversation about taxes. This is a blueprint for building a business that supports your life, not consumes it.What You'll Learn in This Episode:The Four Freedoms Framework to align business with lifeHow to create a personal “Opportunity Filter” to vet every offer or investmentWhat most entrepreneurs get wrong about exit planningThe real distinction between tax preparation and tax strategySimple habits that build long-term wealth — regardless of incomeThe truth about passive income and how the wealthy really think about ROIHow to build a healthy relationship with money (and why most don't)The mindset shift from “rat-race revenue” to “rich beyond money” Key Takeaways:✔️Build with the end in mind — Don't wait until it's too late to plan your exit. Most entrepreneurs miss the window or get trapped in the business they built.✔️Wealth vs Money — True wealth is measured in freedom, time, and alignment, not just income.✔️Use an Opportunity Filter — Say no quickly and only say yes to opportunities that pass your personal filters (e.g. ROI on time, alignment with lifestyle, no personal guarantees).✔️Tax Strategy vs Tax Prep — They are not the same. You need both. And strategic tax planning yields the highest ROI per hour for 7-figure entrepreneurs.✔️Audit your habits — Financial freedom starts by spending less than you earn and investing the difference. Sounds simple, but it's rarely done.✔️Identity matters — Exiting your business without building a new identity or purpose leads to depression, regret, and emptiness.✔️Invest your time wisely — Focus on semi-passive income vehicles that don't require your daily presence but benefit from your expertise. Timestamps:[00:00] – Why most entrepreneurs wait too long to plan their exit[02:19] – Meet Noah Rosenfarb: $750M in exits, 5 books, and building family offices[05:27] – The one rule for financial success (that's not so common)[07:35] – Noah's “Opportunity Filter” – a 14-item checklist for decision-making[11:35] – The #1 mistake entrepreneurs make: taxes and lack of strategy[17:01] – Why tax strategy is the highest leverage activity for 7-figure earners[21:04] – Best practices to prepare for windfalls or exits[26:44] – Building a healthy relationship with money[34:22] – Guilt vs. gratitude in spending: a personal boat story[37:20] – The power of prudent planning: save, then ratchet up[40:13] – Passive vs. semi-passive income (and what counts)[43:34] – The “lottery ticket” exercise to design your ideal life[48:58] – Where to start with financial literacy and wealth coaching[53:54] – Why so many entrepreneurs feel regret after the exit[56:16] – Noah's final words: Freedom is the real exit strategyConnect with Noah:Book: Exit Rich Beyond MoneyServices: WellThrive – tax strategy + wealth coaching for US-based entrepreneursMain Site: Freedom Family Office Your Challenge This WeekWhich question from today's episode hit you hardest?Share your thoughts on social, tag @itsgeorgebryant, @noahrosenfarb and @wealthriveinc, or join our community to start designing your exit strategy from day one.Want to build your business with sustainability, freedom, and a bigger purpose?Here are 3 ways we can help:Join The Alliance – The Relationship Beats Algorithms™ community for entrepreneurs who scale with trust and connection.Apply for 1:1 Coaching – Ready to build your business with sustainability, impact, and ease? Apply here.Live Events – Get in the room where long-term success is built: mindofgeorge.com/event

In this episode of the Real Estate Post podcast, host Kristen Knapp speaks with Heidi Henderson, CMO and minority partner of Engineered Tax Services, about tax reduction strategies in real estate investing. They discuss Heidi's journey in the industry, the importance of mentorship, and the complexities of tax strategies such as bonus depreciation. The conversation also touches on the current real estate market dynamics and the resources available for investors through Heidi's podcast, Slash Tax.   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   —--------------------

Entrepreneurs are often caught in a nonstop race—chasing revenue, scaling businesses, and pushing harder every year. The result? Burnout, strained relationships, and the feeling that freedom is always out of reach.Pete Vargas knows that cycle firsthand. He's built multiple 7- and 8-figure companies, filled arenas with his “stages” model, and partnered with names like Grant Cardone and Tony Robbins. But the constant hustle left him unhealthy and searching for a better way.In this episode, Pete shares the turning points that shaped his journey—from growing a youth group from 3 to 800 kids, to helping speakers land 25,000+ stages, to creating Wellspring, a mastermind for entrepreneurs who want to win in every area of life. And now, why he's stepping away for a 90-day sabbatical to reset his faith, health, relationships, wealth, and business.In this episode, you'll learn: 1.) The life-changing power of one message. Pete shares how a single talk moved his estranged father to seek reconciliation after years of abuse—and how it inspired his mission to help others use stages to impact millions.2.) How to turn crisis into record-breaking success. When COVID canceled his $5M live event, Pete pivoted to virtual and generated over $12M—setting the model leaders like Tony Robbins and Grant Cardone still use today.3.) Why slowing down is your greatest edge. After building multiple 7- and 8-figure companies, Pete is taking a 90-day sabbatical to reset his faith, health, and family—and shows how pressing pause can unlock your best ideas.Show Notes: LifestyleInvestor.com/256Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Pros Podcast, host Q Edmonds engages with tax expert Steven Young to explore the intricacies of tax strategies for real estate investors. They discuss the importance of proactive tax planning, overcoming tax anxiety, and the value of building relationships within the tax and real estate community. Steven shares real-life success stories of clients who have navigated tax challenges and emphasizes the need for financial education among business owners. The conversation highlights the difference between tax compliance and strategic tax planning, aiming to empower listeners to take control of their financial futures.   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   —--------------------

Tax might not be everyone's cup of tea… but when it comes to property investment, it's one of the biggest factors that can make or break your returns. In this episode, Rob & Rob sit down with tax expert Nadeem Raziq, who's worked with hundreds of investors to navigate the complex world of tax.   From the classic limited company question, to inheritance tax, trusts, and even strategies for what could be coming down the line – nothing's off the table in this jam-packed conversation.  (0:57) News story of the week  (3:30) Talking all things tax with our expert Nadeem  (4:08) Beginning with the age-old limited company   (27:07) Let's learn more about inheritance tax  (31:28) What about trusts?  (37:58) Hub Extra   Links mentioned:  Bradford property market retains top hotspot crown  Nadeem's company, Provestor  The unknown number  Enjoy the show?  Leave us a review on Apple Podcasts - it really helps others find us!  Sign up for our free weekly newsletter, Property Pulse  Find out more about Property Hub Invest 

Most business owners come into the financial game as the quarterback. They're telling their CPA and financial advisor what they need and when they need it instead of working as a team to plan out a cohesive strategy. This needs to change. Listen to the latest episode of the podcast to learn why your business needs a financial team that works together, and how to incorporate tax planning strategies into your operation, so you're not overpaying taxes and maximizing the odds of your long-term success. Tanner is a CPA with 22 years of experience in the tax world. Born and raised in Utah, Tanner was a natural mathematician and considered joining the FBI as an accountant but didn't end up going that route. He spent 12 years with five different CPA firms, discovering what he liked and didn't like, before venturing out on his own. The Trump tax cuts expire in 2025 and a lot of professionals are anticipating higher tax rates in the near future. One tax benefit that is likely to expire is the QBR deduction for small business owners. Every client is different, but one piece of advice that every business owner can benefit from is choosing the right entity. A lot will depend on what your lifestyle looks like and what you are already paying for. Tax deductions are great but finding tax credits is even better. A good example is the Research and Development tax credit, which can go back as many as three years. Most people wait until there is an immediate need to contact their CPA, but that leaves a lot of opportunity on the table. Tax planning is very different from tax preparation. Tax planning occurs throughout the year and is a more proactive approach that many don't realize is an option. The relationship you have with your CPA is crucial and can play a pivotal role during tax season. With a good relationship you also get the benefit of your CPA's experience in other industries. Taxes are changing all the time, so it helps to have someone you can reach out to throughout the year. Having a financial plan should incorporate tax mitigation strategies. You, your financial planner, your attorney, and your CPA should be working as a team to manage your business finances. The more they can communicate and work together, the more effective they can be. There are a lot of inefficiencies in your business by having your financial plan and tax plan operating in separate silos. Individually, everyone does their job well, but when working together they can really shine. Typically, there's a three-year window on filing for a refund claim. If you feel like your current CPA may not be bringing all the opportunities to your attention, it might benefit you to get a second opinion. If you're planning on selling your business, there are a few things to keep in mind. Is it a stock sale or an asset sale? Do you have clean and accurate records? Plan your sale as far out in advance as you can to make sure you have all that you need for a smooth transition. One of the most underrated and overlooked aspects of tax planning is your bookkeeping for your businesses. Monthly bookkeeping makes it a lot easier to plan and stay ahead of the finances and taxes compared to waiting until January or April to figure out what you have to do. If you make a lot of money, you're going to pay taxes, and that's just the way it is. But when it's a surprise, that's where the problem comes into play.     Mentioned in this episode: BrianSkrobonja.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify MTAconsulting.net     Brian Skrobonja and Tanner Adams are not affiliated. There is no compensation exchanged between Brian Skrobonja and Tanner Adams. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered  individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be  rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in  place. Skrobonja Financial Group, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you  away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. Any references to protection, safety or  lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the  issuing carrier. This is intended for informational purposes only. It is not intended to be used as the sole  basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not permitted to offer, and no  statement made on this site shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and  opinions contained here in provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client's experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements. “Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client's experience and is not indicative of future performance.

Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors with automated tax loss harvesting, direct Bitcoin ownership, and seamless integration with major reporting platforms. In this episode, you'll learn: Chris King's backstory and what inspired him to launch Eagle Brook Advisors The unique value proposition of Eagle Brook for RIAs and their clients How automated tax loss harvesting works and why it's a game-changer for Bitcoin investors The importance of direct Bitcoin ownership versus ETFs and retail platforms How Eagle Brook ensures institutional-grade security and compliance Trends in crypto allocations among high-net-worth clients and advisors The educational resources Eagle Brook provides to empower advisors What's next for Eagle Brook, including product roadmap and market expansion Whether you're a financial advisor curious about crypto or an investor seeking smarter ways to manage digital assets, this episode is packed with actionable insights and real-world examples Connect with Chris: LinkedIn: https://www.linkedin.com/in/christopherking7/ Website: https://eaglebrook.com/ --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

What do football and taxes have in common? Both can surprise you with unexpected losses! This episode explores how retirees often underestimate the impact of taxes on their savings, with real-life stories and strategies from the team at A Better Way Financial. Learn how state and federal taxes, required minimum distributions, Roth conversions, and charitable giving can shape your retirement—and discover how smart planning can help you keep more of what you’ve earned. 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.

Are you saving for retirement but afraid to spend when the time comes? Discover why sticking to a plan beats chasing headlines, how retirees can enjoy their savings without fear, and the secrets stealthy millionaires use to build wealth quietly. Abe Ashton breaks down spending strategies, market risks, and practical tips for living your best retirement. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

On this episode: Has retirement planning become like “the new math”? Inheritance: When you look at your kid and say, “there’s no free lunch.” When all the retirement numbers look good, what are you missing? Be aware of what they might slip into your 401(k) Target Date Fund. 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.

On this episode: Only 3% of people have saved $1 Million for retirement, meaning a lot of people are retiring successfully on less. The different aspects of inheriting a house, a stock, a 401(k), or cash. What do you need to know? If you’re on Medicare, October is decision time. Like this episode? Hit that Follow button and never miss an episode!

In this Ask Loral episode, Loral Langemeier sits down with Mark from Orlando, Florida, who has one big goal: to learn how to scale without limits. With a background in both real estate and health and fitness, Mark is ready to take his income to the next level and build lasting wealth.Loral explains that scaling isn't just about hustle, it's about structure. The right tax and corporate setup keeps growth sustainable, while cash flow businesses like property management or Airbnb can create immediate opportunities. She also highlights the mindset and strategy required to truly scale without limits, pointing out how Mark's openness, quick action, and willingness to follow proven guidance set the stage for success. This conversation proves that with the right support, anyone can build wealth, expand faster, and truly scale without limits.Loral's Takeaways:Current Financial Status and Real Estate Background (01:20)Strategies for Scaling and Ancillary Businesses (02:15)Investment Opportunities and Tax Strategies (05:14)Corporate Structure and Tax Planning (07:31)Final Advice and Next Steps (08:45)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems:

Send us a textMikkel Thorup, an offshore consultant with 25 years of international experience, shares legal strategies for reducing U.S. tax burden through international relocation and asset protection. He explains how these approaches can potentially save six figures annually while remaining fully compliant with tax laws.Checkout the Expat Learning Summit at: https://www.expatmoneysummit.comLearn more at: https://www.expatmoney.comReady 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• Most clients seek either a financial "Plan B" while continuing to live in their home country or complete relocation as expats• High-net-worth professionals and business owners typically benefit most from these strategies• The Foreign Earned Income Exclusion allows Americans to exclude $126,500 of earned income ($253,000 for couples) from federal taxes• Qualifying requires either 330 days in foreign countries or establishing bona fide residency abroad• Territorial tax countries like Panama only tax locally-sourced income, creating powerful tax advantages• Asset protection benefits become meaningful starting at $500,000 in liquid capital• Strategies include offshore banking, incorporation, self-directed IRAs, and international real estate• Proper exit planning from high-tax states is essential before establishing foreign residency• All international accounts must be properly reported to U.S. authorities, maintaining full complianceTo learn more, join the free Expat Money Summit October 10-12 at expatmoneysummit.com or visit expatmoney.com for resources and the Expat Money Show podcast.

Join hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan for the inaugural episode of The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs. This episode kicks off a three-part series exploring the strategic advantages of real estate investment trusts (REITs) for various investor groups. We explore the benefits for U.S. individuals, with a special focus on members of general partner (GP) entities.Our hosts discuss how REIT structures can offer significant tax advantages and the specific advantages for GP members, such as optimizing state tax strategies and reducing the tax burden on carried interest.Stay tuned for upcoming episodes, which will explore the advantages for tax-exempt and foreign investors.

Today, I'm joined by Chris Van Dusen—serial entrepreneur turned Senior Equity Partner at SoCo Capital. Chris built and sold multiple companies, including one of the world's largest CBD brands, before stepping into the world of private equity and alternative investments.We break down the critical differences between building businesses and investing in them, why luck and timing matter more than people are willing to admit, and how successful family offices and billionaires are acquiring and allocating their wealth.Chris also shares insider lessons on venture capital, private equity, private credit, and even pro sports investing—and how entrepreneurs can apply the same playbook to build generational wealth and financial freedom.In this episode, you'll learn: 1.) Why most entrepreneurs struggle as investors—and the mindset shift you must make to avoid costly mistakes.2.) The real wealth allocation strategies of billionaires and family offices—and how you can use the same playbook.3.) How to evaluate opportunities across venture, private equity, private credit, and alternative assets to build lasting financial freedom.Show Notes: LifestyleInvestor.com/255Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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"I'm not very good at success. That's something I learned as part of this."Ben Knegendorf went from forklift operator at Walmart to selling his stake in an indoor golf business for $720,000. Then he watched most of it disappear through lifestyle creep, speculative investments, and financial ignorance. His second exit was different - and his brutal honesty about where the money went offers real lessons for entrepreneurs facing their first big payday.SponsorsSwym - Wishlists, Back in Stock alerts, & moregetswym.com/kurtCleverific - Smart order editing for Shopifycleverific.com/unofficialZipify - Build high-converting sales funnelszipify.com/KURTLinksBen Knegendorf: https://www.benknegendorf.com/Dropship Breakthrough: https://dropshipbreakthru.com/Ben's 2022 Episode: https://unofficialshopifypodcast.com/episodes/ben-knegendorf-dropships-FLGufeLEJohn Murphy's Episode: https://unofficialshopifypodcast.com/episodes/john-murphy-ebikegeneration-IcHgGRVaWork with KurtApply for Shopify Helpethercycle.com/applySee Our Resultsethercycle.com/workFree Newsletterkurtelster.comThe Unofficial Shopify Podcast explores the stories behind successful Shopify stores. Get actionable insights, practical strategies, and proven tactics from entrepreneurs who've built thriving ecommerce businesses.

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

In this engaging conversation, Danielle Michel, a CPA and serial entrepreneur, shares her journey into real estate investing, her strategies for maximizing profits through short-term rentals, and the importance of tax strategies in real estate. She discusses her experiences with property management, the advantages of short-term rentals, and how to navigate tax laws to benefit investors. Danielle also touches on her diverse entrepreneurial ventures, showcasing her passion for business and innovation. 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   —--------------------

Thinking about retiring as a business owner but not sure how to start? Frank and Frankie Guida explore real-world strategies for transitioning your business, minimizing taxes, and creating a succession plan that protects your legacy and your family. Learn how tools like deferred sales trusts and charitable remainder trusts can turn your life’s work into lasting retirement income—all while keeping more of what you’ve earned 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.

Is the bull market real—or just another bubble waiting to burst? In this episode of Retirement For Living, JoePat Roop breaks down market hype, tax traps, and the emotional realities of retirement planning. From Cam Newton’s tax regrets to a divorced-but-friendly caller advocating for her ex-husband’s financial future, this episode explores how to protect your savings, plan for income, and avoid costly mistakes. Whether you're nearing retirement or helping someone who is, this candid conversation offers practical insights with a dose of humor. 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.

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 episode from America’s Retirement Headquarters reframes retirement not as a static endpoint but as a continuously evolving chapter. Nolan Baker, President and CEO of ARHQ, emphasizes: Retirement Readiness: It’s not just about hitting a number—it’s about understanding your expenses, income sources, and risks like healthcare and market volatility. Proactive Tax Planning: Nolan discusses how retirees can shift assets into tax-free buckets to extend the longevity of their savings. Smart Investment Adjustments: The episode highlights the importance of adapting investment strategies post-retirement to preserve wealth and generate income. Resilience and Empowerment: With pensions shrinking and lifespans increasing, retirees are encouraged to embrace technology, rethink outdated strategies, and build a financial life aligned with their values. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing one location for your entire 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.comSee omnystudio.com/listener for privacy information.

What does Warren Buffett’s $344 billion cash stash mean for your retirement strategy? On this episode of Retire Texas Style Podcast, Steve Hoyl & Derrek Caldwell of Hoyl Financial Group unpack the risks of market exposure, the power of fixed index annuities, and how to turn required minimum distributions (RMDs) into legacy-building tools. From real client stories to tax-saving strategies, they explore how retirees can diversify smartly, support family goals, and avoid costly mistakes. Whether you're planning for college funds or navigating Social Security, this episode offers grounded insights for securing your financial future. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Addison Thom, a seasoned expert in real estate investment. They discuss the tax advantages of real estate, the importance of accessibility for all investors, and the significance of understanding client needs. Addison shares insights on overcoming challenges in the industry, scaling operations for growth, and the critical role of trust in business relationships. The conversation emphasizes the importance of quality in construction and the need for alignment in partnerships.   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   —--------------------

Today on the BiggerPockets Money Podcast, we're diving into an incredible success story. Meet Beau, a retired military professional who built a massive real estate empire and achieved financial independence in his thirties. But here's the twist: even with a winning formula, Beau wants his investments to work even HARDER while he works even LESS. In this Finance Friday episode, Beau opens up his entire financial playbook with hosts Mindy Jensen and Scott Trench. We're talking rental properties generating serious cash flow, private lending deals that most investors don't even know exist, and tax strategies so advanced they'll make your accountant jealous. This isn't your typical "I bought a duplex" story—this is next-level wealth building. If you're serious about real estate investing and want to see what's possible with the right strategy and execution, this episode is packed with actionable insights. In this episode, you'll discover: Beau's complete real estate portfolio breakdown and current cash flow numbers Advanced private lending strategies that generate consistent returns Tax optimization techniques for real estate heavy portfolios How to transition from active to passive real estate investing Strategic property sale timing and 1031 exchange considerations The pros and cons of private money lending versus traditional investments Portfolio diversification strategies for real estate investors How military discipline translated into investment success Specific steps to make your real estate investments more hands-off Risk management strategies for high-net-worth real estate portfolios And SO much more! 00:00 Beau's FIRE Journey 02:43 Beau's FI Number 04:52 Exploring Passive Income Options 09:53 Private Lending and Real Estate Portfolio Analysis 19:17 Evaluating Property Performance and Future Plans 28:54 Exploring Arbitrage in Real Estate Lending 33:32 Amortization and Long-Term Financial Planning 36:34 Balancing Private Lending and Real Estate Investments 44:32 Tax Strategies and Portfolio Diversification 54:51 Connect with Beau! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today's episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond ETF income into price appreciation by rotating exposures around dividend dates. Be sure to stick around for a bold prediction about dual share classes. (0:00) Starts (1:16) Alex's path to launching ETFs (4:27) TBIL ETF (7:50) Evolution in bond ETFs (17:22) Investor behavior in fixed income ETFs (24:49) Compoundr series and tax efficiency in bond ETFs (34:12) Securities lending (39:19) Long-term investing & tax decisions (46:54) Alex's thoughts on dual share class (51:15) Alex's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Secret Personal Injury Law Firm Tax Strategy.

In this session of Ask Loral, Loral Langemeier coaches Tom from Phoenix, Arizona, on how to restructure two bail bond companies for better protection, cleaner payroll, and smarter tax planning. She explains how the right corporate structure and tax strategy can create more deductions, reduce risk, and set his family up for long-term success.A strong corporate structure and tax strategy isn't just about saving money, it's about protecting what you've built and keeping it stable for the future. Listen in as Loral ties it all together, showing how multi-entity structures help entrepreneurs build credit faster, leverage insurance and retirement accounts, and ultimately keep more of what they earn. Her guidance makes clear that corporate structure and tax strategy form the foundation for both safeguarding assets and accelerating growth.Loral's Takeaways:Tom's Introduction and Business Structure (01:55)Tax and Trust Strategies (03:22)Detailed Tax and Trust Recommendations (04:37)Behavioral and Operational Considerations (09:28)Conclusion and Next Steps (10:06)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems:

Every entrepreneur dreams of the big exit, yet for many, the American Dream can quickly turn into the American Nightmare.Within five years, Alex Bean went from startup founder to selling Divvy for $2.5 billion to Bill.com—making enough money to never work another day in his life.But instead of fulfillment, he was blindsided by loneliness, loss of identity, strained relationships, and new family challenges money couldn't fix. He realized what many successful entrepreneurs eventually face: wealth can be a blessing or a curse, depending on how you handle it.Out of this season came Alex's mission-driven venture, Factory for Good—a company designed to help entrepreneurs and families use money as a force for good, protect their most important relationships, and build lasting wealth that doesn't destroy the next generation.In this episode, you'll learn: 1.) Why financial freedom without purpose often leads to loneliness, loss of identity, and broken relationships—and how to avoid it.2.) The Factory for Good framework for turning money, time, and energy into a legacy of impact rather than destruction.3.) Practical strategies Alex uses with his own family—like the “Happiness Audit,” the “Bank of Mom & Dad,” and relationship frameworks—that will change the way you think about wealth, parenting, and purpose.Show Notes: LifestyleInvestor.com/254Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join host Bronson Hill for the 2024 Tax Strategy Summit webinar, featuring an expert panel sharing actionable tax strategies for passive investors and entrepreneurs.Courtney Moeller, a tax strategist at Diversified Investment Partners, specializes in oil and gas investments, offering 80-90% deductions against any income, even W2, with no real estate professional status required.James Rainwater CPA, founder of Rainwater CPA, advises entrepreneurs on business structures and tax planning, emphasizing proactive strategies like tax loss harvesting and oil and gas investments.Mark J. Kohler, CPA, attorney, and founder of Main Street Tax Pro, trains advisors nationwide and shares year-end tips like S-corp elections, family board meetings, and charitable remainder trusts for wealth preservation.Discover how to leverage bonus depreciation (potentially returning to 100% under President-elect Trump), oil and gas deductions, family office strategies, and charitable trusts to minimize taxes. Learn why proactive tax planning—through quarterly advisor meetings—is key to building wealth.TIMESTAMPS01:16 - Panel introductions: Courtney Moeller, James Rainwater CPA, Mark J. Kohler02:38 - Bonus depreciation: Will it return to 100% under Trump?05:45 - Oil and gas: Courtney on 80-90% deductions against any income07:00 - Year-end strategies: Mark on high earners' tax-saving options10:16 - Planning ahead: James on 2024 vs. 2025 tax strategies11:56 - Alternative investments: Solar, farmland, and beyond13:55 - Family office: Mark on tax-deductible board meetings15:19 - Hiring kids: James on shifting income to lower tax brackets17:35 - Courtney's approach: Paying kids in crypto, charitable donations19:29 - Roth IRAs: Mark on funding kids' tax-free wealth21:42 - When to hire a tax strategist: Mark and James on proactive planning25:58 - Sourcing deals: Courtney, James, and Mark on finding tax-advantaged investments30:58 - Mark's 10 year-end tax tips: S-corps, HSAs, 401ks, and more37:31 - Charitable trusts: James and Mark on CRUTs and multipliers41:02 - Courtney's advice: Find a CPA who invests and strategizes46:39 - Q&A: Side businesses, short-term capital gains, LLCs56:24 - Connect with the panelists57:57 - Wealth Forum and 2025 Investing Outlook Summit detailsConnect with the Guests:James Rainwater:Website: https://rainwatercpa.com/Courtney Moeller:Website: courtneymoeller.comLinkedIn: https://www.linkedin.com/in/csmoeller/Oil & Gas Report: http://oilandgasreport.net/Mark J. Kohler:Podcast: https://mainstreetbusinesspodcast.com/Youtube: https://www.youtube.com/@MarkJKohler/featuredWebsite: https://markjkohler.com/#TaxStrategy#PassiveInvesting#OilAndGas#BonusDepreciation#FamilyOffice#WealthBuilding#CharitableTrust

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.

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 overlooking a tax-saving tool worth thousands that's sitting right in front of you?Many high-income professionals and real estate investors get caught up in complex strategies like the Smith Maneuver or cash damming—powerful, yes, but painfully slow to pay off. The truth is, these long-game approaches can distract you from simpler, more immediate wins. In this episode, we break down how one investor, focused on advanced tactics, was missing an obvious opportunity that could put thousands of dollars back in his pocket this year. If you've ever wondered whether you're working too hard for too little tax relief, this conversation will hit home.You'll discover:How cash damming works—and why clean record-keeping is non-negotiable.When it makes sense to hire an investor-savvy accountant and how the costs compare to the actual tax savings.Why RRSP contributions, often ignored by real estate investors, can create instant tax refunds worth thousands while still supporting your long-term wealth strategy.Press play now to learn how to stop missing the forest for the trees and unlock immediate tax savings while still building for the 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 long-term wealth in Canada requires more than just working hard—it's about mastering tax strategies and aligning them with a clear Canadian wealth plan. From cash damming and RRSP optimization to investment loans and corporate wealth planning, T4 earners and Canadian entrepreneurs alike can unlock powerful tax savings. With the right accountant and smart financial planning tools, you can balance salary vs dividends in Canada, create effective financial buckets, and design a financial visiReady 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.

What if you could use cost segregation not only to accelerate depreciation, but also to reduce capital gains taxes and even offset income across multiple properties? In this episode, Angel Williams continues her conversation with Gian Piazza from KBKG to dig deeper into advanced tax strategies. Gian explains how energy efficiency incentives like Section 179D and PACE loans work, what passive investors need to know before starting, and why planning ahead for recapture and 1031 exchanges is so important. You'll also learn how small property owners can now access tools once reserved for big investors, and how long-term planning creates significant wealth-building opportunities. [00:01 - 05:00] Beyond the Basics of Cost Segregation How smaller property owners can now leverage cost segregation The phase-out of energy tax incentives and what it means for investors Section 179D deductions explained for larger commercial projects [05:01 - 10:00] Energy Incentives and Financing Options How PACE loans finance energy retrofits while preserving capital Pairing loans with deductions for additional leverage Property tax considerations with energy-focused financing [10:01 - 14:30] First Steps for New Rental Owners What investors should do immediately after buying a rental property Why choosing the right tax advisor makes all the difference How passive investors approach deductions differently [14:31 - 18:00] Offsetting Income and Capital Gains Using cost segregation across multiple properties to reduce tax liability How deductions can offset both passive income and capital gains When cost segregation may not be the right choice [18:01 - 22:30] Recapture, 1031 Exchanges, and Long-Term Strategy What depreciation recapture means and why it matters How 1031 exchanges help protect investors from recapture The wealth-building strategy of exchanging until step-up in basis Connect with Gian: https://www.linkedin.com/in/costsegregationservices/ Key Quotes: “Passive investors have to be careful—you need the right structure to actually benefit from cost segregation.” – Gian Piazza “If you're thinking long-term, exchanges and planning for recapture are just as important as the deductions you get up front.” – Angel Williams Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

Is the way you handle your business finances helping you grow or holding you back? From starting out in a small Alaska town to running a thriving, multi-location accounting firm, Tanya Akimenko has seen firsthand how financial missteps can derail even the most promising small businesses. As the founder of Golden Apple Agency, she helps business owners across the U.S. organize their finances, save on taxes, and build lasting wealth. Avoiding Common Financial Pitfalls If you've ever mixed personal and business expenses or judged your company's health by your current bank balance, you're not alone. But it could be costing you. Tanya shares the red flags she spots most often in small businesses and the simple steps you can take right now to get organized, protect your cash flow, and make better financial decisions. Structuring Your Business for Tax Savings Your business structure plays a huge role in how much you keep and how much you hand over to the IRS. Tanya walks you through when to move from an LLC to an S corporation, why $100,000 in net profit is the magic number, and how the right setup can cut your payroll and self-employment taxes by over 15%. Enjoy this episode with Tanya Akimenko… Soundbytes 17:03 - 17:13 “You have to have logical thinking when it comes to taxes, because tax has so much gray area. How you interpret it. It's not always black and white.” 08:05 - 08:25 “So I sold my house, moved in with my mom, hired a bunch of people, and started training. There were a lot of growing pains. It took a lot to realize that just because you're great at something and you think you can train people, it's not the case.” 08:26 - 08:47 “It takes a special kind of person to do tedious work, like accounting. And then it also takes another type of person to actually talk to clients. That's not always the same person. So I was like, okay, so I can't duplicate me. I have to separate positions for different people.” Quotes “With taxes, you don't need just knowledge, you actually need some wisdom.” “If you're not growing, you're shrinking.” “Accounting is not really math. It's more of a puzzle.” “Finances are the heartbeat of your company.” Links mentioned in this episode: From Our Guest Website: https://www.goldenappleagencyinc.com/  Connect with Tanya Akimenko on LinkedIn: https://www.linkedin.com/in/tanyaakimenko/  Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website?  Contact us here: https://thebrandid.com/contact-form/

Ready to save $10k-$50k in taxes this year? https://taxstrategy365.com/yt-appWant me to answer your questions live? Come to my next Ask Me Anything Q&A: https://taxstrategy365.com/yt-amaLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Is 65 still the magic age to retire? In this episode, Jackie Campbell explores why retirement isn’t just about hitting a number—it’s about testing the math, knowing your lifestyle, and planning for surprises. From orphaned 401(k)s to unexpected health events, learn how to build a flexible retirement strategy that works for you. Plus, discover how to track down lost retirement accounts and why consolidating your finances can simplify your future. 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 if your Roth conversion today could save you thousands in taxes tomorrow—even if the rules change? In this episode, Art McPherson dives into Roth strategies, Social Security timing, and how tariffs are reshaping retirement planning. Hear real-life examples of clients slashing tax bills and living worry-free retirements. Plus, learn what to expect in your first financial consultation and why now might be the best time to act. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

If you're a business owner or high-income earner, the difference between a good year and a great one often comes down to what you keep — not just what you make. The tax code is filled with opportunities that go unnoticed by most, especially those who don't have time to dig deep or plan ahead. But when structured correctly, even small adjustments can produce outsized results. In this episode, we're walking through a collection of powerful strategies that reward proactive thinking — and could change how you look at tax season altogether.

What do beard taxes, cow taxes, and IRS scams have in common? They’re all ways your money can disappear—unless you plan ahead. In this episode, JoePat Roop shares how retirees can avoid surprise tax bills, protect their Social Security from IRMAA surcharges, and spot the warning signs of financial scams. From legacy planning to real-life client stories, learn how a one-page retirement income plan can help you dodge the boulders on your retirement path. 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 the biggest threat to your retirement isn’t market crashes or investment fees—but taxes? In this episode, Mike Canet and Ryan Herbert reveal how overlooked tax planning can quietly drain 30–40% of your retirement income. They discuss how some advisors miss critical opportunities to protect your wealth and explain why diversifying your tax exposure is just as vital as diversifying your portfolio—and how a simple shift could mean thousands saved. Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here:

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Chris McCormack, a tax planning expert specializing in helping real estate investors optimize their tax strategies. Chris shares his journey from working at a big four accounting firm to starting his own company, Better Books, which focuses on proactive tax planning. He discusses common tax myths, effective strategies for real estate investors, and the importance of bookkeeping. The conversation also touches on client engagement, service offerings, and the significance of building relationships in the business. Chris emphasizes the need for continuous learning and adapting to better serve clients, especially those just starting in real estate investing.   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   —--------------------

This week Loral dives into entrepreneur tax planning strategies that save money, reduce liability, and create long-term financial freedom. From retirement rollovers and crypto wallets to mobile businesses and real estate trusts, she shows how the right plan makes all the difference and open up access to better financing, credit, and growth opportunities.Whether you're running a small local business, managing properties, or investing this episode reveals the tax planning strategies every entrepreneur needs to know to protect wealth and accelerate growth.Loral's Takeaways:Retirement and Business Transition (00:00)Crypto Investment and Tax Strategies (02:44)Business Expansion and Tax Concerns (04:26)S Corp Business and Wealth Management (05:51)Real Estate Investments and Tax Planning (06:52)Airbnb Property and Liability Concerns (07:58)Costs and Benefits of Corporate Structure (09:10)Tax Strategy and Expert Guidance (10:59)Community and Support for Investors (13:24)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate...

Success in business and investing often gets framed as tactics, strategy, or sheer hustle. But according to David Bayer—renowned mindset and performance coach, transformational speaker, and founder of the Powerful Living Experience—the real driver isn't what you do, it's the state of mind you operate from.David has guided thousands of entrepreneurs and leaders through his coaching programs, live events, and his book A Changed Mind, helping them rewire limiting beliefs, heal past trauma, and unlock exponential growth. His work blends neuroscience, psychology, spirituality, and business strategy into practical tools that create real transformation.In this episode, he breaks down his framework for Mindset 2.0—a shift from simply recognizing limiting beliefs to actually rewiring them at the neurological level. He explains why your thoughts create the states you live in, how to move from “primal” states of stress into “powerful” states of clarity, and why the quality of your inner game determines the quality of your results. David also reveals his deceptively simple but life-changing formula: Desire + Non-Resistance = Desired Result. Instead of pushing harder or grinding longer, the path to wealth, peace, and fulfillment comes from removing the resistance built into your thinking.If you've been stuck in stress, chasing success but feeling misaligned, this conversation will show you how to rewire your beliefs, unlock energy, and create results that flow with far less effort. In this episode, you'll learn: 1.) How to rewire limiting beliefs with Mindset 2.0 — and why shifting from “primal” states into “powerful” states changes the way you think, feel, and make decisions.2.) The simple formula to achieve anything in life — David's proven framework for turning desire into results without relying on hustle or grind.3.) Why your reactions reveal your beliefs — and how frustration in business (or life) is never caused by the circumstance itself, but by what you believe underneath it.Show Notes: LifestyleInvestor.com/253Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textMisclassifying workers is one of the biggest mistakes a business owner can make. It might seem cheaper to pay someone as a 1099 contractor, but if the IRS says they should be a W-2 employee, you're looking at back taxes, penalties, and possible audits that could cripple your business.In this episode, Mike breaks down the IRS framework for worker classification, the red flags that trigger audits, and the tax differences between employees and contractors. You'll learn how to protect your business, avoid costly penalties, and even find tax strategies that benefit both employers and contractors.

In this episode of the MamasteFit Podcast, hosts Gina and Roxanne are joined by Kimberly Tara, a CPA and Certified Tax Coach. The discussion centers on how to effectively manage finances to keep more earnings within the family, focusing on business creation, tax deductions, and strategies to ensure financial stability while spending more quality time with children. Kimberly shares her journey from corporate accounting to running her own successful CPA firm, emphasizing the importance of understanding and managing business expenses, setting boundaries, and making financially savvy choices. The conversation provides actionable tips and insights for moms and business owners to optimize their financial landscape.Kimberly Tara is a CPA, Certified Tax Coach and powerhouse entrepreneur who helps other profitable women entrepreneurs legally and ethically lower their tax bill and build long-term wealth. She believes making money is only half the battle—keeping it is where true financial freedom begins. Too many women entrepreneurs work tirelessly, only to hand over massive chunks of their income to the IRS because no one ever taught them a better way. Kimberly is changing that. The Tara CPA Firm goes beyond tax prep - offering a year-round, strategic partnership that empowers women to make smart financial decisions, grow their businesses sustainably, and reclaim both their time and their wealth. Kimberly ensures that tax planning is no longer something that gets ignored until April. Her approach empowers women to understand their numbers, make smarter financial decisions, and turn their business into a wealth-building machine. She believes that when women keep more of what they earn, they don't just grow their business—they change their lives, their families, and their futures. Her mission is simple: Success isn't just about numbers—it's about freedom, impact, and living life on your terms. Kimberly Tara is a wife, mom to four little kids, and lives in Charlotte, NC00:00 Introduction to the MamasteFit Podcast01:18 Meet Our Guest: Kimberly Tara, CPA02:03 Kimberly's Journey to Entrepreneurship04:25 Tax Strategies for Business Owners06:36 Mindset and Money Management10:49 Creative Business Deductions13:23 Involving Kids in Your Business17:48 Teaching Kids Entrepreneurship21:54 Advice for Aspiring Entrepreneurs24:16 The Reality of Passive Income25:33 Sponsor Break: Needed Perinatal Nutrition26:15 Introduction to Needed Cognitive Support26:27 Selling to Consumers vs. Businesses27:21 Transitioning to Business-to-Consumer Model27:59 Ethical Marketing and Business Goals29:14 Balancing Business and Family30:06 Setting Boundaries in Business34:13 Tax Advice for W2 Earners35:55 Turning Hobbies into Businesses38:55 Creative Business Deductions42:58 Final Advice on Managing Finances47:03 Conclusion and Resources

In this episode of the Real Estate Pros Podcast, Josh Rogers, founder of Rogers Mortgage Group and author of 'Make It a Yes', shares his extensive experience in real estate and lending. He discusses the challenges faced by investors, the importance of creative solutions in lending, and how tax strategies can significantly impact real estate investments. Through real-life examples, Josh illustrates how understanding tax returns and leveraging depreciation can help investors maximize their portfolios. He also introduces his online financial calculator designed to assist investors in navigating the complexities of lending and tax strategies.   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   —--------------------

from microsoft to $700 million in real estate Feras Moussa's Syndication Journey How does someone go from a Microsoft engineer to managing over $700 million in multifamily real estate? On this episode of Unemployable with Jeff Dudan, we sit down with Feras Moussa, co-founder of Disrupt Equity, who shares his incredible journey from tech to becoming a real estate syndication powerhouse. Jeff and Feras talk about: Why real estate isn't just for the rich—and how anyone can start The real reason most real estate investors fail Systems thinking, KPIs, and what it takes to scale a company fast EOS, hiring strategy, and building elite teams What operators get wrong about property management How to evaluate risk-adjusted returns and avoid analysis paralysis Why GSD (“Get Sh*t Done”) is Feras' #1 core value Whether you're a small business owner sitting on cash flow or an aspiring investor, this episode is a masterclass in wealth creation, risk management, and scaling high-performing teams.

What if buying U.S. residency became the most powerful tax strategy on the table? In this episode, we break down Trump's proposed “Gold Card” program, a bold $5 million fast-track to a green card—and what it means for small business owners, investors, and tax-savvy entrepreneurs. Discover how this could create massive shifts in the economy, investment markets, and your personal tax planning. Whether you're a CPA, financial strategist, or business owner, this episode dives into tax minimization tactics, investment immigration, and why now is the time to upgrade your financial mindset before the wealth wave hits. Tune in to learn the opportunities—and the threats—you need to prepare for.   Next Steps:

Required Minimum Distributions (RMDs) could force you to withdraw as much as 15% of your retirement account balance in a single year. But do RMDs really put you at risk of outliving your money? Why does the IRS expect you to live so much longer than the Social Security Administration does? And what proactive steps can you take before age 73 to avoid giving the IRS more than its fair share? In this episode, I'm unpacking: ‣ How RMDs are actually calculated ‣ Why the IRS tables are more conservative than most people realize ‣  The pros and cons of using RMDs to build a dynamic withdrawal strategy I'm also sharing tax planning tips and strategies for navigating your RMDs.  If you're concerned about how RMDs might impact your retirement plan—or you're looking to optimize your tax situation before they kick in—this episode is for you. *** SCHEDULE YOUR FREE DISCOVERY MEETING: My team and I have guided hundreds of families across the U.S. through retirement's biggest challenges over the last two decades. The result? Smarter tax strategies, better investment decisions, and a more confident retirement. If you're seeking clarity and a proven retirement planning process, we'd be honored to help.

Building and selling a company is hard—but managing wealth afterward is a completely different challenge.Jay Jacobs knows this firsthand. An OG member of The Lifestyle Investor Mastermind, and my very first Private Client, Jay founded RAPID Manufacturing in 2001 and grew it over 17 years into the world's largest prototype sheet metal manufacturer and the second-largest prototype CNC machining business. RAPID's success was fueled by leveraging modern technology—and after selling the company for 9-figures, Jay launched Paperless Parts to give other manufacturers access to the same kinds of tools. Today, Paperless Parts is the #1 quoting and estimating software in manufacturing, with $25M ARR.But even with all that success, Jay faced a new reality after his exit: the skills that made him a world-class entrepreneur weren't the same ones he needed to protect and grow his wealth.As an entrepreneur, he was used to taking calculated risks, moving fast, and having full control over outcomes. As an investor, the rules were different—success meant slowing down, saying “no” more often than “yes,” and trusting others to be good stewards of his capital. The optimism and risk tolerance that served him in business could quickly become liabilities in investing.In this conversation, he shares how he made that transition—building a passive income stream to replace his paycheck, creating guardrails to avoid costly mistakes, and designing a life filled with impact, travel, and passion projects. You'll hear the mindset changes that guide his decisions, the relationships that open up high-quality deal flow, and the lessons that can help you avoid the costly mistakes that wipe out fortunes.In this episode, you'll learn: 1.) Why the skills that build a company aren't the same ones that grow and protect wealth—and how to make the shift from entrepreneur to investor.2.) The strategy behind Jay's leap from a 9-figure exit to building a $25M ARR industry leader in manufacturing software.3.) The lifestyle design strategies Jay uses to turn passions into profitable ventures and create unforgettable life experiences.Show Notes: LifestyleInvestor.com/252Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.