Podcasts about tax strategies

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Trump Accounts with Taylor Wolverton, our Director of Financial Planning and Tax Strategy, breaking down exactly how do Trump Accounts work, who qualifies, and why this new option for Trump Investments is quickly becoming part of the conversation around saving for children and investing for grandchildren. Retirement planning has always started with the accounts you already know, but these works differently, and if you're building a family financial planning strategy or looking for financial gifts for grandchildren, it's worth understanding before you decide whether it belongs in your plan.Listen in to learn about the eligibility rules, the contribution limits, and the one-time $1,000 government deposit that applies to certain children. Radon and Murs also walk through a Roth conversion strategy hiding inside these accounts, one that turns a simple child investment plan into a genuine tool for building generational wealth. Whether you're deep into your own retirement tax planning or just starting to think about a retirement checklist for your family, this episode connects a brand-new account to the same retirement tax strategies you may already be using in your own retirement financial plan.In this episode, find out:What a Trump Account is, who's eligible, and how the application process actually worksThe contribution rules, including the $5,000 annual limit and the one-time $1,000 seed deposit for eligible childrenHow employer contributions work and why they don't add to your taxable incomeThe Roth conversion strategy that can turn contributions into a tax-free retirement account for your childWhen money can be withdrawn, and the penalties to know about before that ageTweetable Quotes:"There's zero money to us in setting up a Trump account. We just wanted to talk it through, because there are real benefits people can take advantage of." - Radon Stancil"There's not many ways you can get a thousand dollars tax-free. If someone was born between 2025 and 2028, it seems like a no-brainer." - Murs TariqResources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

What if the fastest way to make an extra $50,000 isn't generating more revenue—but keeping more of what your practice already earns? In the final episode of the summer From the Vault series, Dr. Lauryn revisits her conversation with tax strategist Barbara Schreihans to explore why proactive tax planning belongs in every profitable practice owner's wealth strategy.Barbara breaks down how entity selection, S corporation elections, home office and vehicle deductions, business travel, content creation expenses, and real estate can affect your tax liability. She also explains why receipts, mileage logs, board minutes, and real-time documentation matter, how to evaluate whether your accountant is actually saving you money, and why quarterly CPA conversations should replace the annual tax-season scramble. Tax laws change, so use these principles to ask better questions of your own licensed tax professional.Key Takeaways:Tax strategy begins with profitability and proactive planning. Once your business is consistently profitable, taxes should become part of your year-round wealth strategy—not a problem you address after December 31.Your business entity can significantly affect your tax burden. Barbara explains why practice owners should regularly evaluate whether their LLC, sole proprietorship, or S corporation structure still supports their income and long-term goals.Legitimate deductions require legitimate documentation. Home offices, mileage, business travel, content creation, board meetings, and other expenses need a clear business purpose supported by receipts, calendars, logs, and timely records.The right accountant should create measurable value. A low-cost accountant may ultimately cost you more when they fail to identify legal planning opportunities, educate you throughout the year, or help you make strategic decisions before tax season.About the Guest:Barbara Schreihans is the founder and CEO of Your Tax Coach, creator of the Write Off Your Life and Write Off Your Real Estate courses, and host of the Life-Changing Money podcast. After earning her master's degree in tax and beginning her career at one of the world's largest accounting firms, Barbara built a tax strategy company focused on helping entrepreneurs and high-income business owners understand their finances, legally reduce their tax burden, and keep more of what they earn. Through proactive planning and practical education, she helps business owners make taxes part of their broader wealth-building strategy.Find all things Your Tax CoachFollow Barbara on InstagramResources:Rich Doc Summer Series: A FREE summer training lineup for docs ready to use AI, systems, and strategy to create more freedom from the clinic. Register for one, two, or all three. Add 30-day replay access for $47 for all 3.Find all things Dr. Lauryn B including ways to work with herFollow Dr. Lauryn: Instagram | Facebook | LinkedInFollow She Slays on YouTubeMentioned in this episode:Clinic MindClinic Mind is the all-in-one EHR and practice management platform built for chiropractors — billing, documentation, scheduling, and patient follow-up in one place, whether you run a cash practice, take insurance, or are scaling to multiple locations. She Slays the Day listeners get an exclusive offer.Clinic MindINSiGHT CLAThis episode is brought to you by the INSiGHT scanning system from CLA, the tool that helps chiropractors show patients objective neurological data so the value of care becomes clear, fueling conversion, retention, and growth. She Slays listeners get preferred pricing, affordable financing, and a free Getting Into Scanning guide.CLA (Current)Holistic Marketing HubThis episode is sponsored by Holistic Marketing Hub. Created by marketing strategist Molly Cahill, it's a proven Instagram system with a 500+ caption content library and a step-by-step curriculum that's helped 400+ chiropractors, acupuncturists, and other health pros fill their practices with right-fit patients. Enroll Now!Holistic Marketing Hub

While successful entrepreneurs love to celebrate wins and share their lifestyle on social media, the failures and setbacks that come before the victories rarely ever see the spotlight online. The reality is that those difficult moments often contain the most valuable insights about leadership, investing, relationships, and life. And that's the goal for today's podcast.I'm thrilled to welcome my friend Cameron Herold back on the podcast. Cameron is the founder of COO Alliance, a world-renowned business growth coach, and the former COO of 1-800-GOT-JUNK, where he helped scale the company from $2 million to over $100 million in revenue. In this conversation, Cameron pulls back the curtain on some of the biggest failures and challenges of his entrepreneurial journey. From nearly bankrupting 1-800-GOT-JUNK and suffering a nervous breakdown during the dot-com crash to losing friendships by being hyper-focused on business growth and nothing else, Cameron shares the lessons that transformed how he approaches business and life.We also discuss the dangers of taking yourself too seriously as a leader, why entrepreneurs need hobbies and interests outside of work, how to teach the next generation about investing, and the simple financial principles Cameron uses to build long-term wealth.In this episode, you'll learn: ✅ Why Cameron believes entrepreneurs need to share failures more openly and how some of his biggest mistakes became the foundation for future success.✅ What happened when Cameron's doctor told him he was clinically redlining with a 95% chance of a heart attack and the wake-up call that completely changed how he approaches work, health, and life. ✅ The realization that Cameron's entire identity was about work and how that insight reshaped the way he spends his time and measures true wealth today. Show Notes: LifestyleInvestor.com/300Tax 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, we explore the concept of family offices, tax strategies, and how innovative financial planning can benefit real estate investors and professionals. Cathi Korelin shares her expertise on making family offices accessible to the average person and the opportunities presented by AI in the tax industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Could a simple tax strategy create unexpected consequences if it's done incorrectly? On this episode from this past weekend’s radio show, Mike Douglas discusses Roth conversions, backdoor Roth strategies, and the often-overlooked IRS rules that can catch retirees by surprise. He explains how tax planning fits into a broader retirement strategy, why today’s tax environment matters, and how long-term care planning can impact families and retirement savings. The conversation highlights the importance of coordinating tax, income, and legacy planning to help avoid costly mistakes and prepare for the future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Are you accidentally leaving your retirement savings vulnerable to an uninvited silent partner? In this episode of Retirement Coffee Talk, host Charisse Rivers breaks down why relying solely on stock market growth or blindly draining your 401k can trigger devastating tax traps. Through real-life client stories, discover the critical difference between what you make and what you actually keep. Learn how balancing growth with safe money strategies and proactive tax planning can protect your wealth, clear the path for your bucket-list dreams, and help you transition into a confident retirement. Like this episode? Hit that Follow button and never miss an episode!

One conversation can change the trajectory of your life. Whether you're building a business, growing your wealth, or navigating a major life transition, the people you surround yourself with often determine the opportunities available to you and the outcomes you create.That's why I'm excited to welcome Chip Paucek to the podcast. Chip is a serial entrepreneur, co-founder and CEO of Pro Athlete Community (PAC), one of the world's largest private membership organizations for professional athletes. PAC was founded on the belief that professional sports should be a first chapter rather than a final destination, and provides athletes with the resources, community and relationships they need to thrive in business, leadership, investing, and life after the game. After building 2U from a startup into one of the largest online education companies in the world, which approached $1 billion in revenue, Chip set out to help athletes successfully navigate life after sports by creating a community focused on leadership, relationships, business growth, and personal development.In our conversation, Chip shares the mission behind Pro Athlete Community, the challenges many athletes face after retiring from sports, and the systems they've created to connect athletes with world-class entrepreneurs, investors, and mentors.In this episode, you'll learn: ✅ How one meaningful relationship can completely change the trajectory of your life and career. ✅ How elite athletes apply grit, discipline, and resilience to succeed long after their playing careers end.✅ The importance of trust, authenticity, and continuous learning as essential building blocks to create long-term success and fulfillment.Show Notes: LifestyleInvestor.com/299Tax 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.

Tyler McBroom is a CPA, entrepreneur, and CEO of TRM CPA, a premier tax advisory firm helping business owners legally save millions while scaling profitable companies. Known for simplifying complex tax strategies into clear, actionable steps, Tyler empowers entrepreneurs to keep more of what they earn and build long-term wealth. He has successfully scaled two businesses past $5 million in under five years and leads an award-winning firm recognized as one of America's Best Workplaces. With a rapidly growing social media audience of over 900,000 followers, Tyler shares practical insights on tax strategy, business growth, and financial decision-making. As the author of "Cash Flow & Grow" and a trusted advisor to high-level entrepreneurs, he is on a mission to help founders make smarter financial moves and create sustainable success. During the show we discuss: How to legally pay less in taxes using proactive strategies Why most accountants fail to provide real tax strategy How to turn tax planning into a growth advantage The difference between tax preparation vs tax strategy How to structure your business for maximum tax efficiency Ways to increase cash flow by reducing unnecessary tax spend How high-level entrepreneurs use taxes to build wealth Why thinking ahead (not reacting) can save you thousands or millions Resources: https://www.trmtaxreview.com/  https://www.trm.cpa/

Cameron is joined by Alexis Gallati, Founder & Tax Strategist at Cerebral Tax Advisors, to explore the critical role of tax planning for practice owners. They discuss the importance of having a tax strategist versus a traditional CPA, recognizing when to seek expert advice, and various strategies to optimize tax savings. Key topics include understanding ordinary income, the implications of entity structure, maximizing deductions, and retirement account strategies such as backdoor Roth IRAs and 401(k) plans. They emphasize the need for proactive tax planning to preserve wealth and enhance financial outcomes for medical practice owners. Cameron and Alexis talk about various strategies for maximizing retirement contributions, involving children in financial planning, leveraging equipment for tax benefits, and utilizing real estate as a wealth-building strategy. They highlight the importance of proper planning and education in financial matters, as well as the potential for significant tax savings through strategic investments and contributions. Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Tax optimization is crucial for practice owners.Most CPAs focus on historical data, not future planning.Recognizing when to seek a tax strategist is key.Ordinary income is taxed differently than passive income.Entity structure impacts tax liabilities significantly.Maximizing deductions can lead to substantial savings.Understanding basis is essential for tax planning.Retirement accounts offer significant tax-saving opportunities.The backdoor Roth IRA is a strategy for high earners.401(k) plans can provide both pre-tax and post-tax benefits. Maxing out retirement contributions can lead to significant savings.Cash balance plans allow for higher retirement contributions.Involving children in the family business can provide tax benefits.Children can earn money and contribute to their Roth IRAs.Equipment purchases can be written off using Section 179.Bonus depreciation allows for immediate tax deductions on equipment.Real estate can be used to offset ordinary income through depreciation.Proper documentation is crucial for tax strategies.Planning ahead is essential for financial success.Working with a knowledgeable tax strategist can maximize benefits.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

Matthew Pearson is the Founder and CEO of Excel Empire, a strategic tax-planning firm that helps business owners and real estate investors reduce tax exposure, strengthen profitability, and plan for growth or exit. An award-winning business coach and serial entrepreneur, Matt has spent more than two decades building, scaling, and advising companies, including a firm that surpassed $100 million in annual revenue. He specializes in proactive, ethical tax strategies, entity structuring, business transitions, and coordinated financial planning that helps owners keep more of what they earn. In this episode… Many business owners approach taxes as a once-a-year filing task instead of an ongoing part of their financial strategy. That mindset can limit cash flow, delay important decisions, and leave valuable opportunities unexplored. How can owners move from simply reporting the past to actively shaping what comes next? The shift begins with proactive tax planning, and Matthew Pearson, a business growth and tax strategy expert, explains how owners can reduce tax exposure while supporting their broader business goals. Among his recommendations are reviewing entity structure, seeking a second opinion, and balancing potential savings with financing, expansion, and exit plans. Matt emphasizes that tax decisions should reflect the owner's complete financial picture rather than exist in isolation. With the right coordination and foresight, planning becomes a tool for stronger growth, better transitions, and fewer costly surprises. In this episode of Owner's Profit Playbook, Pat Mancuso talks with Matthew Pearson, Founder and CEO of Excel Empire, about why proactive tax planning matters. Matt examines common tax mistakes, entity structure, and the value of a second opinion. He also touches on bookkeeping, fractional CFO support, succession, valuations, and tax-smart business exits.

In this episode, Angel sits down with nternational investor and accounting expert, Kevin Leonce, to discuss the realities of investing in U.S. real estate from abroad. They explore the tax implications foreign investors need to understand, why the right business structure matters, and how virtual networking has created new opportunities for building successful real estate partnerships across borders.Topics CoveredVirtual networking versus in person events and how technology is changing the way investors build relationshipsThe hidden costs of attending live conferences, from travel expenses to opportunity costsHow international investors can purchase U.S. real estate the right wayThe importance of choosing the correct business entity, including LLCs, S Corps, and C CorpsUnderstanding FIRPTA and the tax consequences foreign investors face when selling U.S. real estateHow tax laws differ between countries and why international investors need proper planningThe differences between U.S. accounting standards and international financial reporting standardsWhy working with knowledgeable legal and tax professionals is essential before investing across bordersQuotes"Time is one of the most precious things that we have, and we need to cherish it.""There's a lot of things that you really have to take into consideration when you're investing."

Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Think a luxury SUV is always a bad financial decision? Think again. In this episode, Tiffany Phillips, CPA, explains how the IRS heavy vehicle rules can dramatically reduce the real cost of certain business vehicles. You'll learn how the 6,000-pound rule works, when Section 179 and bonus depreciation apply, how business use affects your deduction, and why buying the "cheaper" SUV can sometimes cost you more. Tiffany also covers financing, leasing vs. buying, documentation, depreciation recapture, and common mistakes that can reduce your tax savings. If you're a business owner planning to purchase a vehicle, these tax strategies could save you thousands while helping you make smarter business finance decisions. Listen now before you sign your next vehicle purchase. You could keep far more of your money. Next Steps:

In this episode, Kurt Ramalho shares insights on tax strategies, asset protection, and the future of tokenized real estate, helping investors maximize their wealth and stay ahead in a rapidly evolving market.   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   —--------------------

Most business owners work hard to build wealth—but many pay far more in taxes than they need to. In this episode, Tiffany explains the powerful Buy, Borrow, Die strategy and how it can help high earners build wealth while reducing taxes legally. You'll learn how tax planning, short-term rentals, cost segregation, bonus depreciation, and borrowing against assets can work together to create long-term financial growth. You'll also discover how today's tax rules may help protect wealth for future generations. If you want practical CPA advice, smarter tax strategies, and better wealth planning, this episode is packed with ideas you won't want to miss. Listen now and learn how to keep more of what you earn.

CONTACT MIKE & KEVIN:https://www.revotaxpayer.com/WEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.comChapters00:00:00 Intro00:00:23 Meet the guests and discuss the importance of strategy00:00:58 Timing and planning for end-of-year asset purchases00:01:27 Debunking myths about bonus depreciation qualification00:02:24 Active participation and managing short-term rentals00:03:19 Material participation and management roles00:04:50 Active involvement without managing day-to-day operations00:06:14 Qualifying as an active participant in a trader business00:12:56 Understanding the $512,000 limit and tax law changes00:14:20 Limits for high W-2 earners and carryforward strategies00:16:19 Using bonus depreciation and cost segregation effectively00:20:57 Purchase price allocation and its importance in real estate deals00:24:02 Passive vs. active rental properties and tax implications00:27:21 Market environment and negotiating strategies00:28:15 The importance of proactive planning and expert guidance00:29:43 Final thoughts on tax strategies and wealth building

Change is unavoidable, but how you respond to it can have a huge impact on the trajectory of your life. Whether you're navigating a career transition, facing rejection, or pursuing an ambitious goal, uncertainty often reveals who you become under pressure.That's why I'm excited to welcome Justin Forsett to the podcast. Justin had a nine year career in the NFL and played for seven different teams before eventually breaking through as a Pro Bowl running back.After football, he successfully transitioned into entrepreneurship as the founder and CEO of Hustle Clean, a fast-growing personal care brand now sold in major retailers across the country. He's also developed into an amazing public speaker and mentor, teaching organizations and leaders about resilience, leadership, and overcoming adversity.In our conversation, Justin shares the lessons he learned from being cut seven times, how he handled criticism and negative thoughts in his career, and what it takes to lead a business through uncertainty while staying true to his purpose.In this episode, you'll learn: ✅ How Justin turned years of setbacks and uncertainty into a breakthrough NFL career and built a highly successful business.✅ Why mental toughness, resilience, and adaptability are critical for both athletes and entrepreneurs.✅ How to create a life in alignment with your faith, family, business, and long-term purpose.Show Notes: LifestyleInvestor.com/298Tax 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.

Katie Neason shares how childhood financial hardship, redevelopment wisdom, and disciplined investing helped her build wealth, revive Main Street, and inspire others to start before they feel ready.See article: https://www.unitedstatesrealestateinvestor.com/build-wealth-revive-main-street-and-start-before-you-feel-ready-with-katie-neason/(00:00) - Introduction to The REI Agent Podcast and Katie Neason(05:00) - Childhood Bankruptcy, Financial Fear, and Discovering Wealth Education(10:00) - Rich Dad Poor Dad, Financial Awareness, and Rebuilding After Loss(15:00) - Redevelopment Explained: Small Projects, Existing Infrastructure, and Reducing Risk(20:00) - BRRR, Townhomes, Mixed-Use Projects, and Building Generational Assets(25:00) - Katie's First Development Deal and Proving Downtown Demand(30:00) - Property Management, Knowing Yourself, and Separating Income From Wealth(35:00) - Tax Strategy, Cost Segregation, and Planning for Depreciation(40:00) - Comprehensive Plans, City Support, and Aligning With Local Growth(45:00) - Invest Where You're Invested, Start Small, and House-Hacking Lessons(50:00) - Depression Prepper Books, Katie's Instagram, and Final REI Agent OutroContact Katie Neasonhttps://www.katieneason.com/https://www.facebook.com/RenovationWranglers/https://www.instagram.com/katiedevelops/https://www.linkedin.com/in/katie-neason-89b4a7a/Katie Neason's story is a powerful reminder that wealth is not built by waiting for perfect timing. It is built by learning the market, starting small, protecting the downside, and investing where the mission matters. Her journey from childhood financial uncertainty to Main Street redevelopment shows what can happen when fear becomes wisdom and wisdom becomes action. For more conversations that help you build wealth, freedom, and a life with purpose, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

CPA Spencer Carroll joins the show to unpack tax strategy for physicians: why your income type matters more than your income, and where the real savings hide. Whether you're a W-2 employee, a 1099 locums doc, or a K-1 partner, the levers you can pull are wildly different. What you'll learn: Which of W-2, 1099, and K-1 is the best—and worst—way to get paid as a physician When an S corp actually makes sense, and how "reasonable salary" really works The truth about real estate professional status and the short-term rental loophole, from a CPA who owns rentals himself The one red flag that means you're probably overpaying: barely talking to your CPA all year Resources: Head to moneymeetsmedicine.com/cpa to book a complimentary call with Gelt and get 10% off your first year. Subscribe to Money Meets Medicine wherever you get your podcasts, and leave a rating—it helps other physicians find the show. Disclaimer: This episode is a part of a paid partnership between Physician Philosopher LLC with Better Technologies Inc. (DBA Gelt), a tech-enhanced tax-strategy company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Albert Corey shares his journey from a small business owner to helping nearly 50,000 entrepreneurs optimize their finances, reduce taxes, and scale their businesses. Discover practical strategies on financial management, market opportunities, and the importance of human connection in business success.   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   —--------------------

What if your biggest retirement risk isn’t the market—but the tax bill waiting for you? JoePat Roop discusses financial independence, rising national debt, Roth conversions, tax-efficient retirement income, and why large IRAs can become future tax burdens. He breaks down strategies designed to simplify retirement planning and help retirees understand where their income and taxes may come from in the years ahead. 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.

Mark Myers reveals how real estate investors can legally slash capital gains without a 1031 exchange.Mark Myers, founder of TaxWise Partners, joins Jack to break down the tax strategies most CPAs never have time to explore. Mark's team acts as a bridge between investors and their existing CPA, vetting advanced strategies through tax attorneys and accounting partners before recommending them to clients. In this conversation, Mark and Jack cover a strategic partnership alternative to the 1031 exchange, why donating assets instead of cash can produce a bigger deduction than the gift actually costs, how an S-corp salary structure can save 15.3% on employment tax, and why buying solar panels on a commercial property can save $1.25 to $1.55 in taxes for every dollar invested. If you are a real estate investor, house flipper, or self employed business owner who wants to stop overpaying the IRS, this episode is built for you.Key topics:Legally avoiding capital gains tax without a 1031 exchangePre-sale tax planning for house flippersDonating assets instead of cash for a larger deductionThe S-corp $60,000 salary secretSolar tax credits versus buying a rental propertyGuest bio:Mark Myers is the founder of TaxWise Partners, where his team works alongside CPAs and financial advisors to find advanced, compliance reviewed tax strategies for real estate investors and business owners.Links:

Key Takeaways: Be Consistent With Your Finances: Regularly reviewing your finances—both weekly and daily—helps you stay on track and build long-term financial stability. Take a Preventive Approach: Just like regular exercise and checkups support good health, proactive financial habits help prevent costly problems and keep your finances strong. Keep Your Goals Top of Mind: Spending a few minutes each day thinking about your financial goals can improve focus, strengthen motivation, and lead to better decisions. Think From a Place of Abundance: Instead of viewing taxes and expenses only as burdens, recognize them as signs of income and growth. Use your earnings to build credit, invest, and create future opportunities. Never Stop Learning: Financial literacy is an ongoing process. The more you learn about money, investing, and financial planning, the better prepared you'll be to handle challenges and build wealth.   Chapters: 0:00 Preventative Maintenance for Finances and Health 2:32 Daily Financial Habits for Improved Money Management 6:29 Training Your Mind Like an Algorithm 7:09 Embracing Abundance and Tax Strategies for Wealth Growth Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In this episode, Loral Langemeier explains why the right business tax strategy begins with your business structure, not your tax return.She discusses how multiple business entities, trusts, R&D credits, cost segregation, and strategic tax planning can significantly reduce taxes while protecting your assets. Loral also explains why many entrepreneurs overpay simply because they rely on traditional tax preparation instead of proactive planning.If you're looking to improve your business tax strategy, lower your taxes legally, and build long-term wealth, this episode provides practical strategies every business owner should understand before the next tax season arrives.Loral's Takeaways:Discussion on Business Tax Strategy That Builds Wealth (00:46)Tax Strategies and Specialists (02:11)Trusts and Investment Strategies (03:40)Conclusion and Next Steps (05:28)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 Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Professional athletes earn more money than most people will see in a lifetime, but their wealth can vanish surprisingly fast without the right guidance, relationships, and mindset. Whether you're a professional athlete, entrepreneur, or investor, building wealth requires far more than simply earning a high income or a big payday.That's why I'm excited to welcome Devin McCourty to the podcast. Devin was a 1st round pick who spent 13 seasons with the New England Patriots and won three Super Bowls during one of the greatest dynasties in NFL history. Since retiring from football, Devin has transitioned into broadcasting on NBC's Football Night in America, the #1 primetime show on television for the past 15 consecutive years.Devin is also a student and speaker at PAC (Pro Athlete Community), where he provides mentorship and helps athletes make smarter financial decisions and prepare for the next chapter in their lives.In this conversation, Devin shares tough money lessons from navigating a career in the NFL and the importance of surrounding yourself with trusted advisors. We discussed the leadership principles that helped him succeed both on and off the field, including parenting, youth sports, and how competition can help build resilience that lasts far beyond the game.In this episode, you'll learn: ✅ The pressure that NFL athletes face after signing their first contract, and the myths about how much is spent frivolously. ✅ How athletes and entrepreneurs can avoid costly investing mistakes by building the right team around them.✅ Why failure, competition, and adversity are some of life's greatest teachers both in sports and business.Show Notes: LifestyleInvestor.com/297Tax 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.

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 hereMany incorporated business owners believe they have only two choices: pull money out of my corporation now and pay the tax, or leave it inside the corporation and deal with the tax later. But both extremes can create problems. One owner may earn great income yet watch most of it disappear into lifestyle, taxes, and cash flow demands, while another may defer successfully for decades only to face mandatory withdrawals, clawbacks, and a much bigger tax bill in retirement.In this episode, you'll learn:Why high income and high net worth can still lead to the same underlying issue: lack of long-term planning.How aggressive tax deferral can become a future tax trap if there is no strategy for flexibility later.Why the best answer often sits between spending everything today and deferring everything forever—using planning tools that help protect lifestyle, grow net worth, and improve tax efficiency over time.Press play now to learn how to avoid building tomorrow's tax problem with today's financial decisions.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 if you've been……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.A strong Canadian wealth plan for business owners requires more than basic tax planning or wealth management—it needs a complete financial planning system that balances tax deferral, leverage, insurance, retirement planning tools, and long-term tax strategies. For Canadian entrepreneur finance, this means understanding personal vs corporate tax planning, salary vs dividends Canada, RRSP optimization, optimizing RRSP room, corporate wealth planning, corporation investment strategies, and corporate structure optimization so you can create business owner tax savings today without building a future tax problem. By using financial buckets, an investment bucket strategy, tax-efficient investing, passive income planning, capital gains strategy, and financial diversification Canada, incorporated professionals can support financial freedom Canada, financial independence Canada, and even an early retirement strategy while maintaining a modest lifestyle wealth approach. Whether your plan includes real estate investing Canada, real estate vs renting decisions, legacy planning Canada, estate planning Canada, or building long-term wealth Canada, the key is financial vision setting and creating financial systems for entrepreneurs that protect flexibility, improve tax efficiency, and support sustainable wealth building strategies Canada.Ready to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.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.

This episode explains one of the biggest tax strategies available to real estate investors: cost segregation. Learn how one investor increased a $25,000 deduction to more than $221,000 in the first year and why that created nearly $47,000 in tax savings. Tiffany also explains who benefits most, how tax planning changes the outcome, and why passive activity rules matter before moving forward. You'll hear when a study makes sense, how catch-up depreciation works for older properties, and what changed with 100% bonus depreciation. If you own investment property or plan to buy one, this episode could change how you think about business finance forever. Listen now before making your next real estate decision. Next Steps:

What if there was a strategy used by ultra-high-net-worth families that could help physicians grow investments more efficiently, reduce taxes, protect assets, and create a lasting legacy?In this episode of Limitless MD, Dr. Vikram Raya sits down with Michael Malloy to discuss one of the most powerful wealth-planning tools you've probably never heard of: Private Placement Life Insurance (PPLI).While many physicians focus on maximizing income, few understand how the ultra-wealthy structure and preserve their wealth. Michael explains how PPLI has been used by affluent families since the 1970s as a sophisticated vehicle for tax planning, asset protection, estate planning, and long-term wealth preservation.Together, Vikram and Michael break down what PPLI actually is, how it differs from traditional life insurance, who qualifies, what types of assets can be held inside a policy, and why some investors refer to it as an "unofficial Roth IRA" for wealthy families.If you're a high-income physician, entrepreneur, or investor looking for advanced strategies to preserve and transfer wealth, this episode offers a fascinating introduction to a financial vehicle that has historically been reserved for the ultra-wealthy.“Would you rather keep a dollar or keep seventy cents? That's really what taxes come down to.”~ Michael MalloyIn This Episode:What Private Placement Life Insurance (PPLI) really isWhy wealthy families have used PPLI for decadesHow PPLI differs from traditional life insuranceThe tax advantages of properly structured PPLI policiesWhy some investors call PPLI an unofficial Roth IRAHow physicians can use PPLI as part of a broader wealth strategyAsset protection and estate planning benefitsPassing wealth to future generations more efficientlyHolding real estate, businesses, collectibles, and cryptocurrency inside PPLIUnderstanding the investment control doctrineWho qualifies for PPLI and typical minimum investment thresholdsCommon misconceptions about advanced wealth planningAbout Michael MalloyMichael Malloy, CLU, TEP, RFC, is the Founder and Chief Advisor of EWP Financial, a global leader in Expanded Worldwide Planning (EWP) and Private Placement Life Insurance (PPLI). With more than 40 years of experience in the insurance and financial services industry, he has built a reputation for helping ultra-high-net-worth families implement innovative wealth preservation, asset protection, and tax planning strategies.A former museum administrator turned pioneering insurance strategist, Michael has dedicated his career to helping successful families navigate complex financial planning challenges across multiple jurisdictions. His expertise spans international tax planning, estate planning, risk management, and advanced asset structuring.Michael is also the author of two respected books, The PPLI Papers and The Wit and Wisdom of Professor PPLI, which help simplify complex wealth preservation concepts for investors and advisors alike.Connect with Vikram:

In this episode, Ted Lanzaro, a seasoned real estate CPA and author, shares his insights on tax strategies, business scaling, and building a legacy in the real estate investment space. Discover practical tips on operations, marketing, and the importance of systems in growing a successful firm.   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   —--------------------

Michael Uadiale is a serial entrepreneur, practicing CPA, and the founder of SMEED CPA, where he helps business owners use the tax code as a tool to build real wealth and reach financial freedom faster.   Key Discussion Themes: - Why most business owners spend 13 to 18 years in "tax jail" — and how to get out - The tax code as a roadmap: how the government uses taxes to incentivize behavior - What the One Big Beautiful Bill Act (OBBA) unlocked for business owners - Entity structures, dynasty trusts, and building wealth that outlasts you - Why wealth building is a team sport, with your CPA as the quarterback   Listener Takeaway: Real wealth is not about how much you make — it is about how much you legally keep. That comes from proactive, year-round tax planning and the right structures, not an April 15th scramble.   Connect with Michael: Website: https://www.smeedcpa.com Facebook: facebook.com/smeedcpa LinkedIn: linkedin.com/in/smeedcpa X: https://twitter.com/smeedcpa Book: The Disability CEO Playbook   About the Host: Entrepreneur Conundrum is hosted by Virginia Purnell — founder of Distinct Digital Marketing, where she builds human-driven AI systems that help business owners get their time back (and get seen). New episodes every Monday. Work with Virginia: https://www.distinctdigitalmarketing.com LinkedIn: https://www.linkedin.com/in/virginiapurnell   Listen to the Full Episode: https://entrepreneurconundrum.com/michaeluadiale

Success has an interesting way of moving the goalposts. You land a book deal, the business starts to take off, money starts flowing, you sell the business for life-changing wealth, and yet somehow struggle to keep the calendar open for what matters most. For many entrepreneurs, the pursuit of wealth and freedom slowly turns into a new set of obligations, responsibilities, and pressures that can be just as demanding as the life they were trying to escape.That's why I'm excited to introduce you to my friend Joel Marion. Joel is a serial entrepreneur, 6-time bestselling author, direct-response marketing expert, and co-founder of BioTrust, a company that he helped scale to a 9-figure exit before his 40th birthday. Today, he mentors entrepreneurs and is launching Sound & Soul, a business focused on creating intimate live music experiences that bring people together through connection and shared memories.In this conversation, Joel shares his unlikely journey from substitute teacher to entrepreneur with a huge exit, the lessons he learned from years of setbacks, and why some of his biggest breakthroughs came after his greatest disappointments.In this episode, you'll learn: ✅ How Joel turned a failed book launch and a season of substitute teaching into the foundation for a business that generated millions in profit.✅ Why one of Joel's most painful business setbacks taught him more about success, leadership, and fulfillment than any of his biggest wins.✅ How Joel's definition of wealth evolved from chasing financial freedom to prioritizing time, relationships, and memorable experiences.Show Notes: LifestyleInvestor.com/296Tax 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, Adam Hubschman shares insights into 1031 exchanges, his business growth strategies, and how to leverage real estate knowledge for wealth building. Perfect for investors and professionals looking to deepen their understanding of tax deferral 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   —--------------------

In this episode, Randy Gomez, an MBA and IRS enrolled agent, breaks down the most powerful tax deductions and credits available now, helping you maximize your profits and reduce your liabilities. From the recent extension of business provisions through 2028 to specific tactics like the updated Section 179 limit and 100% bonus depreciation, Randy reveals how you can leverage these tools to grow smarter and keep more of your hard-earned money. #TaxSavings #SmallBusinessTips #EntrepreneurAdvice #BusinessGrowth #TaxStrategies Randy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3604: Richard Close explains that the smartest way to lower your tax bill is not by breaking the rules, but by understanding them. By looking closely at legitimate deductions and credits that many people overlook, taxpayers can potentially save money while avoiding the costly consequences of tax fraud. Read along with the original article(s) here: https://www.getrichslowly.org/how-to-cheat-on-your-taxes-legally/ Quotes to ponder: "Never cheat on your taxes. The risks far outweigh the rewards." "Be creative, but work within the law. You just might save some money this year on your tax filings." "You may be surprised by how greatly you can benefit from being a legal tax cheat." Episode references: Internal Revenue Service (IRS): https://www.irs.gov Wealthfront's high-yield Cash Account: ⁠⁠https://wealthfront.com/OFD⁠⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠⁠wealthfront.com/promo-terms⁠⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3604: Richard Close explains that the smartest way to lower your tax bill is not by breaking the rules, but by understanding them. By looking closely at legitimate deductions and credits that many people overlook, taxpayers can potentially save money while avoiding the costly consequences of tax fraud. Read along with the original article(s) here: https://www.getrichslowly.org/how-to-cheat-on-your-taxes-legally/ Quotes to ponder: "Never cheat on your taxes. The risks far outweigh the rewards." "Be creative, but work within the law. You just might save some money this year on your tax filings." "You may be surprised by how greatly you can benefit from being a legal tax cheat." Episode references: Internal Revenue Service (IRS): https://www.irs.gov Wealthfront's high-yield Cash Account: ⁠⁠https://wealthfront.com/OFD⁠⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠⁠wealthfront.com/promo-terms⁠⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

Harlan Accola explains how homeowners can strategically use reverse mortgages to create a more efficient retirement and legacy. Accola uses specialized software to demonstrate how individuals can eliminate mandatory monthly mortgage payments, access tax-free cash from home equity, and even generate significant tax deductions. Watch the Interview on Youtube for Visuals - https://youtu.be/acQkZPe2kuMWant to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Learn More About BetterWealth: https://betterwealth.com Chapters: DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

The tax rules changed, and many business owners still don't know how it affects them. In this episode, Tiffany Phillips breaks down four major tax strategies from the One Big Beautiful Bill that could create significant tax savings in 2026. This isn't theory. It's practical CPA advice with real numbers and real examples that can help you keep more of what you earn. If you're a business owner or real estate investor, these are decisions that need attention before year-end. Don't wait until tax season. Listen now and discover the moves that could save you thousands. Next Steps: ➡️ Overpaying your CPA and the IRS? Learn how to stop it in this free training: https://go.phillipsbusinessgroup.com/registration

Powered by CJ Moneyway Media and Bleav Network. What if closing the racial wealth gap wasn't a slogan… But a strategy? On this episode of The CJ Moneyway Show, CJ sits down with Carter Cofield and George Acheampong, co-founders of Melanin Money — a financial education and tax strategy powerhouse on a mission to close the racial wealth gap by $100 BILLION. They've built a $10.5M business. Helped clients generate over $100M in wealth. Educated 20,000+ entrepreneurs for free. But this isn't just about revenue. It's about ownership. Carter, a CPA and brain tumor survivor, brings the tactical brilliance and heart behind tax strategy and business structure. George, a financial architect for rising founders, delivers mindset, clarity, and scalable wealth blueprints. In this episode, we unpack: • The $100B vision — and why it's achievable • The overlooked power of tax strategy in wealth creation • From hustle income to holding assets • The mindset shift from scarcity to strategy • Carter's health battle and how it sharpened urgency • Why financial literacy must evolve • Building an 8-figure brand rooted in education • The generational wealth blueprint for 2026 and beyond This is not surface motivation. This is financial architecture. Listen everywhere: https://pod.link/1707761906 Website: https://cjmoneyway.com Book CJ: https://calendly.com/cj-cjmoneywayshow/60min CJ MONEYWAY EXCLUSIVE BENEFIT High-level execution requires capacity. CJ Moneyway listeners receive a minimum $40 savings using code: CJMoney Claim here: https://readyrx.com/treatments/se?coupon=cjmoney Because wealth building requires energy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

t of real estate investors hear about tax savings from real estate but never fully understand how those strategies actually work. In this episode, CPA and tax strategist Thomas Castelli explains the difference between passive rental losses and tax strategies that can reduce W2 or business income. He shares why short-term rentals have become a powerful tool for high-income earners and how syndicators can structure deals more efficiently from a tax perspective. Thomas also explains why many investors wait too long before speaking with a real estate-focused CPA and why AI will change accounting firms over the next few years. Key Topics Discussed Why rental real estate is passive by default How short-term rentals are treated differently under the tax code What qualifies someone for real estate professional status Why carried interest can lower taxes for syndicators Common tax mistakes in operating agreements and PPMs How AI may automate bookkeeping and tax prep work Guest Information Thomas Castelli Website: The Real Estate CPA Email: thomas.costelli@HallCPALLC.com Call To Action To connect with Thomas or book a free consultation, visit The Real Estate CPA Consultation Page

Owning 45 rental properties and multiple group homes sounds like a dream until a six-figure tax bill arrives.In this episode of Real Money Talks, Loral Langemeier helps a Virginia couple uncover why their current business structure may be costing them far more in taxes than necessary. After paying approximately $125,000 in taxes, they discover that the issue isn't a lack of deductions it's a lack of an advanced tax strategy.Loral explains why real estate investors need more than a traditional CPA and explores how business owners can create deductible allowances, improve bookkeeping systems, and use advanced tax strategy tools like gas and oil investments to offset taxable income.If you're building wealth through real estate, business ownership, or alternative investments, this episode offers valuable insights into using an advanced tax strategy to reduce taxes, increase cash flow, and build long-term wealth.Loral's Takeaways:Tax Planning and Business Structure Overview (00:05)Current Financial Situation and Tax Payments (01:03)Corporate Structure and Tax Entity Issues (02:21)Proposed Tax Strategies and Corporate Structure Adjustments (03:15)Behavioral Changes and Tax Compliance (05:41)Investment Opportunities and Tax Deductions (07:41)Bookkeeping and Accounting Adjustments (10:26)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 Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Financial success is often described as the finish line, but reaching it doesn't always bring the fulfillment people expect. For many entrepreneurs, that ambition in the pursuit of more often comes at the expense of the relationships, values, and sense of purpose that matter most.That's why I'm excited to welcome Rich Christiansen back on the podcast. Rich has founded or co-founded more than 50 companies throughout his career and has become a leading voice on values-based decision making, family legacy, and creating a life of true wealth. Through his work with entrepreneurs, executives, and family offices, Rich helps high-achievers live in alignment, dismantle limiting beliefs, ignite their passions and create a fulfilling life.In this conversation, Rich shares a different perspective on what it means to be truly wealthy. Drawing from decades of entrepreneurial experience, including his work with a billionaire who broke down in tears after realizing he had damaged many of his closest relationships, Rich explains why fulfillment, peace, and meaningful connections are often the missing ingredients in a life that looks successful from the outside.In this episode, you'll learn: ✅ Rich's framework for defining true wealth, building deeper relationships, and creating a life of flow instead of force.✅ How to identify your true inner circle and strengthen your most important relationships.Show Notes: LifestyleInvestor.com/295Tax 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.

If you have ever looked at your bank account and wondered where all your money actually went, the right tax strategies might be exactly what you have been missing. Most of us started a private practice because we love the work, not because we wanted to become experts in cash flow, pricing, and taxes. So it makes sense that this is the stuff that trips us up.In this episode of The Traveling Therapist Podcast, I sit down with Emily Bowie, a CPA and cash flow strategist with Thorne Advisors, to talk about why so many therapists end up profitable but broke. Emily has a real gift for making the money side feel doable instead of overwhelming, and she shares the kind of tax strategies that can genuinely change what you take home. If you have ever felt a little unsure about your own numbers, this one is worth a listen.In This Episode, We Explore…What "profitable but broke" really means and why it happens to so many practice owners.The simple pricing check that shows you your true profit per session.When it actually makes sense to elect S corp status, and the net income number to watch for.Why looking at your P&L next to your balance sheet tells the real story about your money.The tax strategies that only open up once you become an S corp, like the accountable plan.Connect with Emily Bowie:Website: https://www.thorneadvisors.com/Instagram: https://www.instagram.com/thorneadvisors/Free Resource (5 Cash Leaks & 5 Missed Tax Deductions): https://www.thorneadvisors.com/cashleaksKym's Resources:Bill Like a Boss: https://kymtolson.kartra.com/page/Bill-Like-A-Boss100 Side Hustles for Therapists: https://kymtolson.kartra.com/page/opt-in-100-side-hustlesThera AI Hub: https://kymtolson.kartra.com/page/AI-Tools-for-TherapistsCoaching with Kym: https://calendly.com/kymtolson/30minThe Traveling Therapist Facebook Group: https://www.facebook.com/groups/onlineandtravelingAre you ready to take the plunge and become a Traveling Therapist? Whether you want to be a full-time digital nomad or just want the flexibility to bring your practice with you while you travel a couple of times a year, the Portable Practice Method will give you the framework to be protected! ➡️ JOIN NOW: www.portablepracticemethod.com/Connect with me:www.instagram.com/thetravelingtherapist_kymwww.facebook.com/groups/onlineandtraveling/www.thetravelingtherapist.comThe Traveling Therapist Podcast is Sponsored by:Berries: Say goodbye to the burden of mental health notes with automated note and treatment plan creation! www.heyberries.com/therapistsAlma: Alma is on a mission to simplify access to mental health care by focusing first and foremost on supporting clinicians www.helloalma.com/kym

In this episode, Lane Kawaoka joins us to discuss his book, The Wealth Elevator: Real Estate Syndications, Accredited Investor Banking, and Tax Strategies for First-Gen Millionaires. As a seasoned real estate investor, Lane has built a portfolio valued at more than $2.1 billion and has helped hundreds of investors access alternative wealth-building strategies through real estate syndications. Lane is the founder of The Wealth Elevator and the Hui Deal Pipeline Club. Since 2016, he has syndicated more than $205 million in private equity and facilitated over $45 million in distributions to investors. Through his work, he helps working professionals create passive income streams and pursue financial freedom through strategic investing, tax optimization, and alternative asset ownership. This conversation covers: How Lane got started in the business industry.  The mindset shifts required to build long-term wealth. Why syndications can provide opportunities beyond traditional investing. Common mistakes new investors make when evaluating deals. Interested in learning how real estate syndications, tax planning, and alternative investments can help accelerate your path to financial independence? Tune in to hear Lane share the lessons, strategies, and experiences that have shaped his approach to building long-term wealth. Connect with Lane: LinkedIn Instagram The Wealth Elevator Website Free Masterclass 

Achieving success in real estate isn't about predicting the future. While many investors have spent the last few years waiting for certainty, some of the best operators in the industry, including today's guests, have been quietly positioning themselves to acquire high-quality assets at significant discounts and prepare for the next market cycle.That's why I'm excited to welcome founding partners of RREAF Holdings, Kip Sowden and Doug McKnight. With nearly 80 years of combined investment experience spanning multiple economic cycles, they've built a vertically integrated real estate investment and operating company that has grown from $100 million in assets to nearly $5 billion. Their disciplined approach and commitment to long-term value creation have helped them navigate market downturns while continuing to uncover opportunities others overlook.In this conversation, we discussed why today's market dislocation is creating some of the best buying opportunities in years and why the quality of sponsors matters more than ever. They also reveal the reasons why they're bullish on build-to-rent communities, mobile home parks, distressed acquisitions, and the lessons they've learned from navigating decades of market cycles.In this episode, you'll learn: ✅ How Kip and Doug used vertical integration to scale RREAF from approximately $100 million to nearly $5 billion in AUM.✅ How RREAF's vertically integrated operating model helps them identify opportunities, manage risk, and outperform competitors across multiple real estate sectors.✅ How changing housing preferences among younger generations and first-time homebuyers are creating new opportunities in build-to-rent communities, mobile home parks, and other residential real estate sectors. Show Notes: LifestyleInvestor.com/294Tax 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.

What if building wealth was exactly like building a house? In this episode of The How To Show, Gino Barbaro breaks down the five stages of building a financial house and explains why most people fail to create lasting wealth. Many people jump straight into investing, crypto, real estate, or business opportunities without first building a strong financial foundation. The result? Their financial house eventually crumbles. Using a simple yet powerful framework, Gino explains how true wealth is created through a step-by-step process that prioritizes stability, education, protection, cash flow, and legacy. Whether you're just beginning your financial journey or looking to strengthen your existing strategy, this episode provides a roadmap for building wealth that lasts. What You'll Learn • The difference between being rich and being wealthy • Why financial foundations matter more than investments • How to build financial stability before taking risks • The role of cash flow, investing, and asset protection • How to create long-term and generational wealth • The 5 stages of building a financial house Timestamps 00:00 Introduction: Rich vs Wealthy 01:30 Why Most People Build Wealth Wrong 04:20 Stage 1: Financial Foundation 10:05 Stage 2: Building Your Financial Framework 16:15 Stage 3: Protecting Your Wealth 19:20 Stage 4: Creating Cash Flow & Assets 26:50 The Maserati Mike Story 30:15 Stage 5: Legacy & Estate Planning 35:00 Financial House Assessment Exercise 39:15 Identify Your Weakest Wealth Stage 41:30 Wealth Building Action Steps 44:15 How to Build Generational Wealth 46:00 Final Takeaways & Closing Thoughts What to lear more about multifamily? Go to: https://wheelbarrowprofits.com/ We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From selling candy in school as a kid in Medellin and getting robbed by his business partner, to riding the South Florida real estate boom and losing everything in the crash before he was twenty, Alex Lopez, CPA built his understanding of deals through lived experience long before he picked up an accounting textbook. Alex runs a CPA firm specializing in CFO services and tax minimization strategy, with over 12 years of experience at global accounting and consulting firms and in corporate America. He works with entrepreneurs in professional services, tech, and real estate, focused on helping them scale from six to seven to eight figures while keeping more of their profits out of the IRS's hands. His years as a financial auditor trained him to assess a business quickly, corroborate what owners claim, and identify which direction a company is actually trending. In this episode he walks through two contrasting deals: one where understanding why a buyer was willing to stretch above market multiples revealed hidden strategic value that let his client hold firm on price, and another where a single off-ratio insurance figure that nobody fully investigated masked a multi-million dollar misrepresentation that killed the deal entirely. He also shares the story of a seller whose insistence on cash over a higher leveraged offer turned out to have nothing to do with preference and everything to do with a pending white collar conviction. On tax planning, Alex is direct: by the time a deal is under letter of intent, several of the most powerful strategies are already gone. He walks through qualified small business stock, which can allow eligible founders to exit with little to zero federal tax on the capital gain from a business sale, but only if the company was structured as a C corporation and the stock held for at least five years. He described a young tech founder who called his firm last year with the deal locked and loaded to close, and paid a seven-figure tax bill because nobody had ever told him this option existed. The conversation also covers how S corporation elections that make sense for self-employment tax purposes can create complications in deals that include rollover equity, why founders who avoided C corp status to preserve early pass-through losses often give up far more in QSBS savings than they ever gained, and how structuring payouts over time can both spread the tax bill across lower-bracket years and give sellers leverage to negotiate a higher total price. For anyone building a business with any intention of eventually selling, this episode makes one thing clear: the time to think about these questions is years before you have a buyer at the table. FOR MORE ON ALEX LOPEZ, CPA: Website: AlexLopezCPA.com FOR MORE ON COREY KUPFER: https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: Alex Lopez's background in CFO services and tax minimization [02:54] - First deal: selling candy in school and the partner who stole everything [13:48] - Using ratios and anecdotes to spot market exuberance before it corrects [21:31] - Finding hidden value and why a buyer's motivation is negotiating leverage [28:45] - Why tax planning needs to start before there is a deal on the table [32:13] - Structuring payouts over time to spread the tax bill and negotiate better terms [44:13] - The seller whose insistence on cash pointed to a white collar conviction[49:37] - What freedom means: being oneself and at peace with one's surroundings Guest Bio: Alex Lopez, CPA is passionate about helping business owners scale, increase profits, and minimize taxes. With over 12 years of experience working at global accounting and consulting firms and in corporate America, Alex runs a CPA firm specializing in CFO services and tax minimization strategy. He works primarily with entrepreneurs in professional services, tech, and real estate. Alex grew up in Medellin, Colombia and came to the United States in 1999, getting his real estate license straight out of high school before the 2008 financial crisis redirected him toward accounting. That combination of early deal experience and deep technical expertise informs how he advises clients on both the financial and structural dimensions of their transactions. Related Episodes:Episode 350 - Tom Dillon: Business Valuation and Exit Planning Realities: Understand how valuation works in practice and what drives the gap between what owners expect and what the market will pay.Episode 330 - Pete Mohr: Building Enterprise Value and Exit Readiness: Learn how operational decisions made years before a sale determine what a business is actually worth when it goes to market.Episode 339 - Solocast 74: Equitizing Key Employees and Succession Planning Strategies: Explore how entity structure and equity decisions made early shape your options when it is time to exit.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. Renowned financial literacy expert, educator, and entrepreneur—joins Rushion McDonald for a wide-ranging, practical conversation about money mindset, financial mistakes, entrepreneurship, tax strategy, multiple streams of income, and estate planning. Blending personal storytelling with direct instruction, Dr. Lynn breaks down why many people struggle financially despite earning good money, and why education, planning, and conversation—not income alone—are the keys to wealth-building, particularly within the Black community. Her tone is candid, no‑nonsense, and empowering—earning her self-described reputation as the “Madea of money.” Purpose of the Interview The interview is designed to: Normalize “money-making conversations” in households, businesses, and communities Challenge myths about income, success, and financial security Educate listeners on practical, legal strategies for budgeting, taxes, business structure, and generational wealth Encourage financial transparency, planning, and action, especially among entrepreneurs and families Shift mindset from survival and spending to strategy and stewardship At its core, the interview reinforces that financial empowerment starts with education and honest dialogue—not luck, prayer alone, or higher income. Key Takeaways 1. More Money Does Not Fix Money Problems Dr. Lynn explains that earning more without changing behavior and mindset only magnifies financial issues. She shares her own journey of making tens of thousands per month while still living paycheck-to-Monday. Core lesson: Income is not the problem—money management is. 2. Silence and Shame Keep People Financially Stuck Many people avoid addressing financial trouble due to pride, fear, or cultural conditioning (“don’t air dirty laundry”). Dr. Lynn emphasizes that the first step to financial recovery is speaking up and facing reality. Core lesson:Financial healing begins with honesty—not hiding. 3. Money Is Predictable Math, Not Mystery Dr. Lynn demystifies money as a simple equation: if expenses exceed income, the outcome is guaranteed. Emotional avoidance turns math into bondage. Core lesson: “Money is more predictable than anything—one plus one always equals two.” 4. Children Are Financial Assets When Taught Properly She explains a powerful tax strategy: hiring children (or relatives) in a home-based business and paying them up to the IRS threshold tax-free, while teaching them skills and entrepreneurship. Core lesson:Children shouldn’t just consume money—they can learn how it works. 5. Most Entrepreneurs Are Undereducated About Business Dr. Lynn criticizes the rise of “janky businesses”—LLCs without proper structure, records, or protections—leaving owners exposed legally and financially. Core lesson:Talent without business education leads to unnecessary risk. 6. One Stream of Income Is Dangerous She strongly reinforces that relying on a single income source is no longer viable for financial security. Wealth requires multiple, independent income streams. Core lesson:Job security is not wealth security. 7. Estate Planning Is a Responsibility, Not a Luxury Dr. Lynn reframes estate planning as a life and legacy plan, not something only for the wealthy. Without a plan, the government decides what happens to your assets. Core lesson:Everyone has an estate—the question is who controls it. Notable Quotes “Money making conversations isn’t just a title—it’s a movement and a lifestyle.” “Rich people stay rich because they act poor. Poor people stay poor because they act rich.” “The first adjustment anybody needs to make is to open their mouth and talk to someone.” “One stream of income is hazardous to your wealth.” “If you don’t have an estate plan, the government has one for you.” “You spend the money and it’s gone. I spend the money and I get it back—legally.” Conclusion This interview positions Dr. Lynn Richardson as both a financial truth-teller and a practical strategist. Her message is clear: Wealth is built through education, planning, structure, and conversation Financial mistakes are common—but avoidable Generational wealth requires intentional action, not silence or hope The episode reinforces Money Making Conversations Masterclass as a platform not just for inspiration—but for execution and accountability. #SHMS #BEST #STRAWSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. Renowned financial literacy expert, educator, and entrepreneur—joins Rushion McDonald for a wide-ranging, practical conversation about money mindset, financial mistakes, entrepreneurship, tax strategy, multiple streams of income, and estate planning. Blending personal storytelling with direct instruction, Dr. Lynn breaks down why many people struggle financially despite earning good money, and why education, planning, and conversation—not income alone—are the keys to wealth-building, particularly within the Black community. Her tone is candid, no‑nonsense, and empowering—earning her self-described reputation as the “Madea of money.” Purpose of the Interview The interview is designed to: Normalize “money-making conversations” in households, businesses, and communities Challenge myths about income, success, and financial security Educate listeners on practical, legal strategies for budgeting, taxes, business structure, and generational wealth Encourage financial transparency, planning, and action, especially among entrepreneurs and families Shift mindset from survival and spending to strategy and stewardship At its core, the interview reinforces that financial empowerment starts with education and honest dialogue—not luck, prayer alone, or higher income. Key Takeaways 1. More Money Does Not Fix Money Problems Dr. Lynn explains that earning more without changing behavior and mindset only magnifies financial issues. She shares her own journey of making tens of thousands per month while still living paycheck-to-Monday. Core lesson: Income is not the problem—money management is. 2. Silence and Shame Keep People Financially Stuck Many people avoid addressing financial trouble due to pride, fear, or cultural conditioning (“don’t air dirty laundry”). Dr. Lynn emphasizes that the first step to financial recovery is speaking up and facing reality. Core lesson:Financial healing begins with honesty—not hiding. 3. Money Is Predictable Math, Not Mystery Dr. Lynn demystifies money as a simple equation: if expenses exceed income, the outcome is guaranteed. Emotional avoidance turns math into bondage. Core lesson: “Money is more predictable than anything—one plus one always equals two.” 4. Children Are Financial Assets When Taught Properly She explains a powerful tax strategy: hiring children (or relatives) in a home-based business and paying them up to the IRS threshold tax-free, while teaching them skills and entrepreneurship. Core lesson:Children shouldn’t just consume money—they can learn how it works. 5. Most Entrepreneurs Are Undereducated About Business Dr. Lynn criticizes the rise of “janky businesses”—LLCs without proper structure, records, or protections—leaving owners exposed legally and financially. Core lesson:Talent without business education leads to unnecessary risk. 6. One Stream of Income Is Dangerous She strongly reinforces that relying on a single income source is no longer viable for financial security. Wealth requires multiple, independent income streams. Core lesson:Job security is not wealth security. 7. Estate Planning Is a Responsibility, Not a Luxury Dr. Lynn reframes estate planning as a life and legacy plan, not something only for the wealthy. Without a plan, the government decides what happens to your assets. Core lesson:Everyone has an estate—the question is who controls it. Notable Quotes “Money making conversations isn’t just a title—it’s a movement and a lifestyle.” “Rich people stay rich because they act poor. Poor people stay poor because they act rich.” “The first adjustment anybody needs to make is to open their mouth and talk to someone.” “One stream of income is hazardous to your wealth.” “If you don’t have an estate plan, the government has one for you.” “You spend the money and it’s gone. I spend the money and I get it back—legally.” Conclusion This interview positions Dr. Lynn Richardson as both a financial truth-teller and a practical strategist. Her message is clear: Wealth is built through education, planning, structure, and conversation Financial mistakes are common—but avoidable Generational wealth requires intentional action, not silence or hope The episode reinforces Money Making Conversations Masterclass as a platform not just for inspiration—but for execution and accountability. #SHMS #BEST #STRAWSee omnystudio.com/listener for privacy information.