Podcasts about tax strategies

Most CPAs play it safe. That's costing you money. In this episode, you'll learn the truth about vehicle write-offs and how smart business owners use them to save tens of thousands in taxes every year. We break down the two IRS-approved methods, show you why one works better, and reveal the “heavy vehicle strategy” that could change the way you buy your next car or truck. You'll also learn how to stay audit-proof with simple documentation and why timing matters more than you think. If you're tired of outdated advice and want real tax savings strategies, this is the episode for you. Listen now and discover how to keep more of your hard-earned money with smart tax planning.   Next Steps:

What if you could turn your tax bill into a wealth-building opportunity using the same IRS-approved strategies as high-income earners? In this insightful conversation, guest host Sam Russell, Retirement & Leverage Consultant at Drass Insurance Agency, sits down with Ralf Reinberg, CEO of Taxes Made EZ, to explore creative yet compliant tax strategies that help business owners and W-2 earners save—and even earn—money through the power of smart tax equity planning.Ralf shares over 40 years of experience working with thousands of clients nationwide, explaining how strategies like solar tax equity can deliver both tax deductions and passive income. He walks through real-world examples showing how a six-figure tax bill can become a multi-year return on investment. Whether you're a doctor, real estate investor, or entrepreneur, this episode reveals actionable ways to make your taxes work for you—not against you.

This week's blogpost - https://bahnsen.co/48Xhibo Mastering Year-End Financial Planning: Contributions, Tax Strategies, and Generosity In this episode of the Thoughts on Money Podcast, hosts Trevor Cummings and Sean Ullrich dive into year-end financial planning strategies. They discuss the importance of being proactive with financial and tax planning as the year closes, including various Roth IRA strategies, tax planning measures, and charitable giving options. Trevor and Sean highlight the necessity of preparing for the end of the year well in advance to avoid bottlenecks and maximize benefits. Additionally, they emphasize proper portfolio management, especially given recent strong market performance, and encourage reviewing previous tax returns for further planning insights. From maximizing 401k contributions to exploring donor-advised funds, they offer listeners actionable advice to improve their financial standing while concluding the year on a generous note. 00:00 Introduction and Guest Introduction 00:53 Discussing the Importance of Proactive Financial Planning 02:03 Analogies Between Sports and Financial Planning 04:25 Key Financial Planning Strategies 14:20 Tax Planning Insights and Strategies 27:15 Charitable Giving Strategies 34:11 Investment Strategy and Market Performance 39:21 Conclusion and Listener Engagement Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

Today I sit down with Jason Henderson, my partner in Insurity, to break down one of the most misunderstood topics in finance: life insurance strategy. Together, we explain how properly structured life insurance can reduce taxes, protect assets, and build generational wealth that lasts for decades.Listen in as we unpack how families like the Rockefellers used life insurance strategies to preserve wealth for six generations, while others lost fortunes in just two. Whether you're an entrepreneur, a high-income earner, or someone planning for the future, this conversation will show you how to use life insurance strategies to build legacy wealth, lower your tax burden, and gain control over your money, for life and beyond.Loral's Takeaways:Understanding the Journey to Becoming a Millionaire (01:13)Generational Wealth and Family Dynamics (02:30)The Role of Insurance and Financial Planning (05:28)The Importance of Tax Strategy and Planning (06:53)The Impact of Financial Education and Mindset (12:21)The Benefits of Whole Life Insurance (12:40)The Role of Mutual Companies in Whole Life Insurance (24:44)The Practical Application of Whole Life Insurance (26:57)Meet Jason:Dr. Jason I. Henderson has been a financial coach for over 10 years. Both of His parents were teenagers during the depression. As a result, he grew up knowing the importance of having control over one's own financial situation, and the devastating effects of dependence on common market practices.Jason's passion for financial education has fostered in him a desire to constantly explore and research creative, safe ways to build wealth. His introduction to IBC 10 years ago spurred his desire to teach the vital message of financial independence. He has since helped many individuals and small business owners increase their security, wealth, and profitability. His favorite part about teaching IBC is the thrill that comes when those he coaches recognize how these principles can change their lives. The most common response he gets from those he coaches is,“I wish I had known about this years ago.”In this time of economic uncertainty I feel that I am doing a service to my clients and community by educating them through our workshops and by making them aware of what is really going on when it comes to personal and government debt and how that will effect generations to come.Connect with Jason:https://insuretysystems.com/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...

What if you could spend just one day sharing your product or service with an irresistible offer—and turn that one event into a multimillion-dollar business by harnessing the power of a single presentation?Most entrepreneurs spend years trying to grow their business through endless marketing tactics, but few realize they could be just one presentation away from the breakthrough they've been chasing. Whether it's on a stage or in a boardroom, one powerful presentation can change everything. Which is exactly what happened to today's guest.Today, I'm thrilled to welcome Colin Boyd back on the podcast. Colin is a Certified Speaking Professional, founder of the Sell From Stage Academy®, and author of One Presentation Away. Colin has helped some of the biggest names in the expert space design presentations that convert clients without sales-y or slimy tactics. In addition to experts such as Amy Porterfield, James Wedmore, and Jenna Kutcher, he has also collaborated with major corporations, including Coca-Cola, Suncorp, and Hewlett-Packard, to name a few.In our conversation, Colin explains how anyone can craft their origin story into a conversion story, one that connects and converts authentically to drive exponential growth in their business.In this episode, you'll learn: 1.) How to reframe selling as an act of service and remove feelings of guilt from your mindset. 2.) How to structure presentations that organically leads to a yes and convert more prospects into clients.3.) How to sell from stage without feeling “salesy,” by using Colin's framework for turning selling into serving and making irresistible offers that people are excited to say yes to.Show Notes: LifestyleInvestor.com/262Tax 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.

Are you ready for retirement, or just hoping for the best? Discover why timing, strategy, and expert guidance matter more than ever as Derrick Caldwell breaks down the essentials of retiring “Texas style.” From maximizing your investments and managing taxes to stress-testing your financial future, this episode reveals how to build a resilient plan—no matter what surprises life throws your way. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Why does the end of the year always feel like a race against the clock—and what does that mean for your finances? Mike Douglas dives into the essential year-end financial checklist, from maximizing retirement contributions and health savings accounts to the power of quarterly goals and charitable giving. Discover practical strategies to declutter your financial life, make smarter decisions, and end the year with gratitude and purpose. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.

Welcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the third episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the advantages that may be offered to foreign investors in U.S. real estate funds by using REITs.This episode discusses how REITs can be utilized to minimize U.S. tax return filing obligations and tax liabilities for foreign investors. Saba, Aresh, and Tom discuss a side-by-side comparison of the results of using a C-corporation blocker by the fund and a REIT blocker by the fund.Stay tuned for upcoming series covering structuring by funds and GPs to ensure maximum utilization of Section 1202, characterization of preferred equity investments, management fee waivers, management compensation structuring, and other topics of interest. 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, Karl dives into the importance of comprehensive financial planning and how it can help ensure you're not leaving money on the table—especially in light of new provisions in the "One Big Beautiful Bill" legislation. He explores timely topics such as changes to charitable contributions, the potential deductibility of automobile loan interest, and whether financing a car might be more beneficial than paying cash. Karl breaks down the reasoning behind these strategies and how they could impact your financial decisions. The episode also covers a wide range of current financial topics, including: Social Security's cost-of-living adjustment for 2026 Qualified Charitable Distributions (QCDs) Gold market dynamics Insights from a long-awaited economic report Timestamps: 01:18 – Podcast Housekeeping and Announcements 01:50 – Social Security and Gold Market Updates 04:04 – Stock Market Insights and Strategies 06:56 – Comprehensive Financial Planning 09:09 – Client Case Studies and Tax Strategies

Are you paying more in taxes than you should? Chances are, yes. Most business owners are losing thousands every year because their CPA only files returns instead of creating a smart tax strategy. In this episode, you'll learn five powerful tax strategies every LLC owner should know—ones that could legally save you $15,000 or more. From startup cost deductions and home office write-offs to vehicle expenses, marketing deductions, and the S-Corp election, we're breaking down exactly how to keep more of your hard-earned money. You'll discover why tax planning isn't just for the wealthy, and how simple steps can create immediate savings for your business. Stop leaving money on the table. Listen now to uncover the tax secrets your CPA isn't sharing—and start taking control of your business finances today.   Next Steps:

Charitable Giving and Tax Strategies with Sean Mullaney, The FI Tax GuyIt's time to shred your confusion about taxes and charitable giving. In this episode of The Extreme Personal Finance Show, Chris from Heavy Metal Money sits down with Sean Mullaney — also known as the FI Tax Guy — to talk about how upcoming 2025–2026 tax changes could impact your charitable giving, deductions, and retirement planning.Sean is a fee-only fiduciary financial planner and the co-author (with Cody Garrett) of the new book Tax Planning To and Through Early Retirement. He's been featured in The Wall Street Journal, The New York Times, MarketWatch, and on major podcasts like ChooseFI, Stacking Benjamins, and BiggerPockets Money.In this episode, we cover:• Why 2025 is a golden year for charitable giving• What's changing in 2026 (including that new $1,000 non-itemizer deduction and the 0.5% haircut on itemized deductions)• How to supercharge your giving with Donor-Advised Funds (DAFs)• Why Qualified Charitable Distributions (QCDs) are a game-changer after age 70½• How to support causes you love—like The Luger Foundation—while still keeping Uncle Sam off your back• Simple, no-fear strategies for optimizing taxes through early retirementWhether you're just starting your FI journey or planning your drawdown years, Sean breaks down the complex tax talk into plain English with clear, actionable strategies that anyone can use. I love this!The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Chris and The Extreme Personal Finance Show do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyConnect with Seanhttps://fitaxguy.comhttps://www.youtube.com/@SeanMullaneyVideoshttps://x.com/SeanMoneyandTaxResources and Links:Tax Planning To and Through Early Retirementby Cody Garrett & Sean Mullaneyhttps://amzn.to/4mRkisVhttps://www.measuretwicemoney.com/bookhttps://www.thelugerfoundation.orghttps://fitaxguy.com

Many high achievers chase success at the expense of their health—believing burnout is just part of the price you pay for greatness. But what if the opposite were true?Today, I'm sitting down with Lauren Pronger—entrepreneur, author, certified holistic health expert, and founder of SuperWell Living and Well Inspired Travels—to reveal how peak performers can achieve wealth and wellness without burning out in the process.Lauren has worked with elite athletes, CEOs, and high-net-worth families around the world to help them reclaim their energy, focus, and joy. Her new book, SuperWell: The 8 Pillars to Living a Life You Love, isn't about diets, fads, or shortcuts—it's a sustainable lifestyle for those striving to be their best in every area of life.In this episode, we talk about how Lauren turned her own season of burnout into a global wellness brand, how she carved a niche in luxury wellness travel, and what high performers can do to feel healthy, focused, and in control again.In this episode, you'll learn: 1.) How Lauren turned burnout into balance. She shares the real story behind hitting her breaking point—and how rebuilding her health one habit at a time led to the creation of SuperWell.2.) How Lauren created a category-of-one luxury wellness travel brand that redefined wellness experiences for professional athletes, entrepreneurs, and C-suite executives.3.) The 8 Pillars of SuperWell Living—the daily habits that fuel energy, focus, and longevity for high performers everywhere.Show Notes: LifestyleInvestor.com/261Tax 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 30-minute episode of Healthy Mind, Healthy Life, tax expert Carlotta Thompson (founder & CEO of Tax Strategies of America) breaks down practical, legal tax strategies that help entrepreneurs keep more capital and scale faster. Carlotta—an ex-IRS agent turned advocate—explains overlooked credits vs. deductions, when to upgrade from DIY tax software to a professional, and how tax clarity removes the mental drag that limits business growth. If you run a small business or own rental property, this episode gives actionable steps to reduce tax liability, reclaim focus, and use tax-smart moves to build long-term wealth. About the guest: Carlotta Thompson is founder & CEO of Tax Strategies of America and an ex-IRS agent who now helps entrepreneurs and real-estate investors minimize tax legally. She runs trainings and the Pathway to Zero program that teach practical credits, deductions, and structural moves to scale wealth. Key takeaways: Taxes are a common mental block for entrepreneurs; getting tax problems under control frees energy to grow your business. When net business income (after expenses) reaches ~$40,000, invest in a qualified tax professional — TurboTax generally won't capture advanced strategies. Distinguish tax credits (government pays you to do things) from deductions (reduce taxable income); many business activities qualify for credits you're likely missing. Use existing business actions and assets (R&D, accessibility upgrades, equipment repurposed for business) to capture credits — don't buy unnecessary items just for deductions. Keep organized records (spreadsheet or QuickBooks) of all expenses — include previously purchased personal items now used for business (computers, furniture, tools). Ask your accountant “How can I make this a tax deduction?” to promote creative, compliant planning rather than yes/no gatekeeping. Reclassifying or repositioning legitimate costs on returns (when supported by code/publication) can materially lower taxes without extra spending. Consider real estate and buying additional businesses as long-term tax-advantaged growth strategies; structure matters for wealth preservation.   How listeners can connect with Carlotta Thompson  : Search: Carlotta Thompson Finance on TikTok / Instagram / Facebook. Websites mentioned: carlottathompson.com and taxsrategistsofamerica.com (as said on the episode). Join Carlota's trainings (two-hour, college-level courses) via her site Learn the Pathway to Zero™ by attending one of our next webinars. Sign up here: www.taxstrategiesnow.com/signup Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer.   Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty—storyteller, survivor, wellness advocate—this channel shares powerful podcasts and soul-nurturing conversations on: • Mental Health & Emotional Well-being• Mindfulness & Spiritual Growth• Holistic Healing & Conscious Living• Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Alex Lopez, a seasoned professional in real estate and accounting. They discuss Alex's journey from starting in real estate during the boom and bust of the mid-2000s to establishing his own firm focused on tax strategy and CFO services. Alex emphasizes the importance of hard work, relationships, and the challenges of finding talent in a rapidly changing industry influenced by AI. The conversation highlights the rewarding aspects of building connections and the ongoing need for personal interaction in business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The conversation explores the intricacies of disaster resilience in housing, particularly focusing on modular homes and short-term rental markets like Airbnb. It also delves into the distinctions between various financial professionals, emphasizing the differences between bookkeepers, tax strategists, and cash flow management advisors.   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   —--------------------

Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you’re facing catch-up contributions or legacy planning, learn how to make intentional moves before the year ends. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

The holiday season is coming fast—and so are new rules that could impact your retirement savings. From pricey Christmas trees to major changes in 401k catch-up contributions, Frank and Frankie Guida break down what you need to know about Roth requirements, tax planning, and strategies to keep more of your hard-earned money. Learn how smart moves today can help flatten your tax curve and make retirement more rewarding. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, avoid costly mistakes, and make your money work for you—no matter what comes next. 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.

Are Roth conversions really the golden ticket for your retirement—or could they push you into a costly tax trap? In this episode, Abe Ashton and Ethan break down the complexities of Roth conversions, reveal why the “big, beautiful bill” isn’t a one-size-fits-all solution, and explore new portfolio strategies like the 50-30-20 mix. Plus, learn who should—and shouldn’t—consider private equity in their 401(k). As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Think taxes are your biggest retirement risk? Discover how smart tax planning can preserve your savings, why most retirees struggle to spend confidently, and how life insurance can do more than just cover emergencies. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedIn See omnystudio.com/listener for privacy information.

The wealthy don't guess what they'll owe in taxes—they plan for it.In this exclusive keynote from The Tulum Retreat 2025, Rich sits down with elite tax strategist Karlton Dennis to break down 12 powerful tax strategies that most CPAs have never even heard of. From self-rentals and family payroll hacks to 100% bonus depreciation and boutique hotel loopholes, this episode is packed with the plays the top 1% use to build and protect their wealth.They cover:The real reason Apple and Google pay 0% in taxes (and how you can too—legally)Why Wyoming LLCs dominate for asset protectionHow to pay your kids $15K+ tax-free every yearThe short-term rental loophole that saves investors six figuresWhy STRs and boutique hotels are the new tax shelter for high earnersIf you want to stop leaving money on the table and start thinking like the wealthy, this is your masterclass.Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

In this episode of Real Money Talks, Loral Langemeier sits down with Jim Oliver to expose the money lies that most people still believe. Together, they break down how Wall Street, banks, and traditional financial advice have created generations of “financial slaves” and what it takes to break free.Listen in to hear them tackle the biggest myths: that you must save for 40 years to retire, that being debt-free is the goal, and that your home is your greatest asset. Instead, they reveal why true freedom comes from business ownership, real estate, and learning how to control your own cash flow.Packed with practical insight and real-world examples, this episode challenges everything you've been taught about money. If you're ready to stop believing the money lies and start building real wealth, this conversation will show you exactly where to begin.Loral's Takeaways:Jim Oliver's Background and Fascination with Money (00:04)The Lie of Wall Street and Real Estate Investments (02:17)Debt and Financial Freedom (09:18)Tax Strategies and Financial Education (13:05)Health and Wealth Integration (32:10)Jim's Upcoming Book: "Ownership" (35:10)Connect With Jim:https://createtailwind.com/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:

Are you ready to rethink retirement? Discover why the biggest expense in retirement isn’t what you expect—and how “thinking outside the box” can transform your financial future. Steve Hoyl and Derrick Caldwell break down tax strategies, income planning, and the surprising pitfalls that catch retirees off guard. Learn how to avoid common mistakes, create sustainable income, and retire with confidence—Texas style. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Before 2025 ends, real estate attorney Clint Coons shares powerful tax moves investor could make to optimize tger situation. In addition, he explains how to use bonus depreciation, cost segregation, and the right entity structure to save big. Learn how to stay compliant and keep more of what you earn heading into 2026.

When your values aren't clear, it's easy to chase the wrong deals, hire the wrong people, and build a life and business that drains you.Today, I sit down with Robert Glazer—entrepreneur, bestselling author, and founder of Acceleration Partners—to explore how defining your personal core values can transform the way you lead, invest, and live.Robert built a $35M global company serving brands like Airbnb, Uber, and Adidas, but his greatest success came from understanding what he valued most, and aligning every decision around it.In his new book, The Compass Within, Robert reveals how your personal core values act as a decision-making compass for both business and life. We unpack how to use that same framework to hire the right people, choose the right investors, and build a life of freedom that truly aligns with who you are.In this episode, you'll learn: 1.) Why really company culture starts with core values — and how defining what you stand for (and what you don't) helps you attract the right people and repel the wrong ones.2.) What Robert learned from his own private-equity exit—how he structured the deal, picked the right partner, and avoided the mistakes most founders make.3.) How your personal values can help you invest smarter—filtering founders, partners, and deals that align with your principles, not just your profit goals.Show Notes: LifestyleInvestor.com/260Tax 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 enlightening conversation, tax strategist Rondi Lambeth shares his extensive knowledge on tax strategies, credit repair, and asset multiplication. He explains the voluntary tax system in the U.S., how to maximize deductions, and the importance of credit cards in maintaining a healthy credit score. Rondi also discusses his personal journey from poverty to wealth, emphasizing the significance of keeping more of what you earn. He provides practical advice for business owners on navigating tax codes and highlights the differences between CPAs and tax strategists. The episode concludes with valuable resources for listeners to further their financial literacy and tax knowledge.Go to www.winningthetaxgame.com. Use code "taxfree" to get 100% off. Also check out www.creditrepair.ai to get ahead on your credit score. Keywordstax strategies, credit repair, asset multiplication, tax deductions, financial literacy, wealth building, IRS, personal finance, business taxes, tax evasion

Are you worried it's too late to start building wealth? In this episode, financial expert Eric Mangold shares practical advice for late bloomers and anyone looking to secure their financial future. Learn why it's never too late to start investing, steps you can take no matter your age, and how customized strategies can maximize your wealth. Eric also covers tips for young investors and the importance of tax planning in a strong financial plan. Subscribe for more firsthand financial expertise and actionable advice!

From a modest upbringing in Gujarat, India, Neil Jesani has charted an extraordinary path to success as an entrepreneur and tax expert in the United States. Neil joins us to recount his inspiring journey from working in a New York City tax firm to launching successful ventures in HR software and cybersecurity. His story illustrates how unpredictability and a relentless entrepreneurial spirit can guide one to unexpected achievements, culminating in his leadership of a thriving tax and accounting firm in Florida.Mentorship and continuous learning are the cornerstones of Neil's and my professional growth. We talk about how a challenge to read "Think and Grow Rich" ignited my passion for consuming up to 50 books a year and shaped our business philosophies. The conversation delves into how small actions during an interview can reveal character, and how our reading habits have evolved to include audiobooks and podcasts. Foundational literature remains a guiding light in our hiring and business strategies.We also explore the intricacies of tax planning for business owners and the impact of AI on the future of work. Neil shares advanced tax-saving strategies for high-income earners and discusses the potential of AI to transform the job market. While some fear AI's impact on low-end jobs, we express optimism about America's future, emphasizing the importance of skill acquisition and adaptability. Our discussion highlights the resilience of Americans and the promise of AI-driven advancements in manufacturing, aligned with the themes of my upcoming book, "Escaping the Drift," set to launch on November 11th.CHAPTERS (00:00) From India to Success(09:10) Learning From Mentors and Building Culture(21:29) Problem Solving and Business Culture(28:53) Tax Planning Strategies for Business Owners(37:40) Future of Work and Human Intelligence(46:05) Investing in America's Future

Heading into tax season unprepared can be costly—missed deductions, lost paperwork, and sometimes, a surprise check to the IRS. But it doesn't have to be that way! In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., shares the ultimate year-end checklist every business owner needs to save on taxes, protect their business, and walk confidently into tax season. From organizing your paperwork to making smart tax moves and maximizing personal financial strategies, Danielle gives you practical steps you can take before December 31st that can make a big difference in the new year. Key Takeaways:  Get Your Paperwork in Order: Before December 31st, ensure all your partnership agreements, legal documents, and W9s are signed, stored, and ready. It'll save you major headaches during tax season. Use the January 1st Advantage: The first of the year is the best time to make big structural changes, like starting an LLC, switching payroll providers, or filing for S Corp status. This avoids partial-year filings and confusion. Pay Your Kids (Properly!): You can pay your children for legitimate work in your business and enjoy tax advantages while teaching them financial responsibility. Take Advantage of Accountable Plans: Reimburse yourself consistently for things like your home office and cell phone. It's an important benefit that shouldn't be skipped, even in slower years. Review Personal Tax Opportunities: Before year-end, check your 529 plans, HSA, and FSA balances and make contributions to maximize your deductions and savings. Max Out Retirement Contributions: Don't forget to fund your retirement plan! Whether it's a 401(k), SEP IRA, or solo 401(k), you're building wealth beyond your business. Meet with Your Tax Accountant Early: Schedule a pre-tax-season check-in to confirm your estimated payments, review your strategy, and avoid surprise penalties. Don't Spend Money Just to Save on Taxes: Avoid the trap of prepaying expenses or buying things you don't need. Focus on building a healthy, sustainable, profitable business instead. Topics Discussed: (00:00) Intro + Critical Paperwork to Get In Order for Year-End (02:24) Setting Up or Switching Your Business Structure for 1/1: LLC, Payroll, S Corp Election (05:02) Paying Your Kids the Correct Way for Tax Benefits (06:36) Accountable Plan Reimbursements (07:24) Collecting W9s from Contractors (08:13) Personal Tax Strategies: 529 Plans, HSAs, FSAs, and Health Insurance  (11:13) Retirement Contributions and Your Different Options (12:31) Meeting with Your Tax Accountant (13:28) Smart Tax Planning Strategies to Avoid IRS Penalties and Spending Profit When You Don't Need To (15:36) Itemized Deductions, Charitable Contributions, and the Big Beautiful Bill's Effect on Depreciating Equipment (17:17) Outro: Kickstart's Free Year-End Tax Checklist, Like, Share and Subscribe!   Resources: Free Download | Ultimate Year-End Tax Checklist Related Episodes: Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight – Ep 115 Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth – Ep 137 Beyond the Business: Preparing for a Secure Retirement – Ep 188 KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future. 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.

Are you ready to retire, or does it feel like you’ll need a miracle to make it happen? This episode dives into why so many Americans lack retirement confidence, how inflation is impacting everyday life, and what strategies can help you secure guaranteed income and minimize tax burdens. Kevin Madden shares real stories and practical advice to help you build a retirement plan that lasts. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Could a new tax law change your retirement strategy? Brandon Bowen explores the impact of the One Big Beautiful Bill Act, revealing how new deductions, Roth conversions, and charitable moves can reshape your nest egg. Learn why timing matters, how income thresholds affect your benefits, and why Social Security filing is more complex than you think. Get practical insights on maximizing opportunities before they disappear, and discover how a proactive approach can help you keep more of what you’ve earned. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Is your retirement plan more complicated than it needs to be?In this episode of How to Retire Radio, Nolan Baker and the team from America's Retirement Headquarters unpack the tangled web of retirement planning and show how simplicity can be a powerful strategy. From consolidating accounts to automating your financial life, they explore practical ways to reduce friction and increase clarity. The conversation also dives into alternative investments, what to consider, what to question, and why long-term tax planning is often overlooked but essential. Whether you're just starting to think about retirement or refining your existing plan, this episode offers grounded insights to help you make smarter, more confident decisions. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.com See omnystudio.com/listener for privacy information.

Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...

In today's RaiseMasters Radio episode, Adam is joined by Rob Cook, a CPA and strategic tax expert who helps high-income earners and business owners keep more of what they make. Rob shares how he turned his small side venture into a thriving business that 100x'd its revenue in under a year and the mindset and strategies that made it possible. Tune in to learn how strategic tax planning can transform your wealth and business growth. Resources mentioned in the episode: Rob Cook LinkedIn Email Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

In this conversation, Brian Fine shares his journey as a real estate investor, detailing his transition from flipping houses to building a multifamily rental portfolio and eventually moving into private lending. He discusses the importance of networking, the nuances of different asset classes, and the strategies involved in navigating the lending landscape. Brian emphasizes the significance of understanding market dynamics and tax implications in real estate investing, providing insights into how investors can optimize their portfolios and manage risks effectively.     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   —--------------------

For most entrepreneurs, consuming alcohol is a normalized social ritual. From networking, entertaining clients, and celebrating successes to relaxing with our friends and family. But as you'll hear from today's guest, alcohol is really just “attractively packaged poison” for our bodies. Even one or two drinks a night can slowly erode productivity, focus, and decision-making, costing millions of dollars over an entrepreneur's lifetime.James Swanwick knows this firsthand. A former ESPN SportsCenter anchor, James walked away from alcohol in 2010 and saw instant improvements that transformed his life, health, and career trajectory.Today, he's the founder of Project 90, a neuroscience-based coaching program with a 98% success rate in helping executives, entrepreneurs, and investors reduce or eliminate drinking in just 90 days. He's also the author of Clear, a practical guide to quitting alcohol without AA, rehab, or willpower.In this episode, you'll hear the shocking financial and personal costs of drinking—even in moderation—and why going alcohol-free gives high performers and entrepreneurs an ‘unfair' competitive advantage. James also shares the science behind alcohol's impact on the brain and body, and how eliminating or significantly reducing alcohol from your life can multiply your clarity, relationships, and wealth.In this episode, you'll learn: 1.) Why having just one drink a day can quietly destroy your health, relationships, and wealth.2.) The neuroscience-backed framework with a staggering 98% success rate that James uses in Project 90 to help entrepreneurs and executives eliminate alcohol and unlock peak performance.3.) What James calls the “Lost Revenue Calculator” to demonstrate how much an entrepreneur who generates millions in revenue each year could benefit from an alcohol-free lifestyle.Show Notes: LifestyleInvestor.com/259Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textIf you earn over $250,000 or plan to sell a highly appreciated asset, this episode could save you hundreds of thousands in taxes. Most business owners stop at basic deductions and retirement plans, but the wealthy use strategies that go far beyond that. In this episode, we break down the five categories of advanced tax planning, when they apply, and how to use them the right way.

Most small business owners don't realize that staying a sole proprietor or single-member LLC can cost them thousands every year. In this episode, Tiffany Phillips breaks down when and why you should switch to an S-corporation—and how it can cut your self-employment taxes by 15% or more. Learn the smart strategies behind setting a “reasonable salary,” how to balance salary and distributions, and why entity structure is the foundation of tax planning and wealth protection. Tiffany shares real stories of business owners who saved tens of thousands by making this simple change. If you want to stop overpaying taxes and build long-term wealth, this episode is your wake-up call. Don't leave money on the table—tune in now.   Next Steps:

In this episode of Beer and Money, Ryan Burklo discusses tax loss harvesting, a strategy to reduce taxes by selling investments that have lost value. He explains the mechanics of tax loss harvesting, its benefits, and the importance of working with financial professionals to align tax strategies with personal financial goals. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #taxlossharvesting #investmentstrategy #taxreduction #financialplanning #capitalgains #stockoptions #diversification #familygoals #CPA #financialadvisor Takeaways Tax loss harvesting is a strategy to lower your taxes. Selling investments at a loss can reduce taxable income. It can offset profits from other investments. Employees with stock options can benefit from tax loss harvesting. Diversifying concentrated stock holdings can be tax-efficient. Selling losses can hedge against future taxes. Maximizing tax savings is vital for family goals. Consulting with a CPA is essential for tax strategies. Aligning financial and tax planning is crucial. Understanding your tax situation can influence investment decisions. Chapters 00:00 Introduction to Tax Loss Harvesting 01:59 Understanding Tax Loss Harvesting 02:57 Reasons for Tax Loss Harvesting 04:51 Consulting Professionals for Tax Strategies

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

On this week's Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters more than ever. You'll hear from one caller trying to track down the value of old savings certificates from the 1980s, another wrestling with how to allocate investments for better tax efficiency, and a listener who made major changes after Scott and Pat helped him realize the true cost of a Variable Universal Life (VUL) insurance plan. If you've ever wondered whether your tax strategy is working for you—or against you—this one's for you. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Too many professionals pursue prestige and big paydays, only to feel trapped in exhausting, unfulfilling careers. Nowhere is that more obvious than in Big Law, where young attorneys trade passion for paychecks—often at the cost of burnout, depression, and a life they never wanted.Bill Reid broke that mold. As a nationally recognized trial lawyer and co-founder of Reid Collins, he's spent decades taking on corporate giants—banks, accounting firms, and institutions most people thought were untouchable. In his new book, Fighting Bullies: The Case for a Career in Plaintiffs' Law, he reveals the truth behind Big Law's broken model and shows why pursuing passion and purpose leads not only to success, but to freedom.What makes Bill's story resonate far beyond the legal world is the life he's designed along the way—one of wealth, health, impact, and experiences that his peers envy. His journey is proof that you don't have to sacrifice your freedom to build real prosperity.In this episode, you'll learn: 1.) Why Big Law traps so many young attorneys—and how to avoid falling into the same paycheck-driven path.2.) How AI is disrupting industries like law—automating tasks like document review and contracts, and forcing efficiency over billable hours.3.) Bill's blueprint for an “epic life”—balancing high-stakes work, entrepreneurship, health, and unforgettable experiences with friends and family.Show Notes: LifestyleInvestor.com/258Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Tax Smart REI Podcast, hosts Thomas Castelli and Ryan Carriere, CPA, dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies. Tune in to learn: - Why W-2 income is so highly taxed and the biggest obstacles to offsetting it - How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals - How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it - Ways to generate non-passive losses through active businesses and oil & gas investments - How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact - Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting - Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited This comprehensive breakdown gives you a complete view of W-2 taxation. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Could you be letting thousands of dollars slip through your fingers by not understanding the latest tax laws? Renowned tax strategy expert Tyler McBroom is on the 365 Driven podcast to uncover essential tax savings strategies every business owner should know. With the year-end looming, Tyler reveals the significance of proactive tax planning and how leveraging the right tax codes can allow you to reinvest in your business rather than handing over your hard-earned money to the IRS. Tyler breaks down recent tax legislation changes, clarifying deductions that benefit both individuals and business owners. Tyler demystifies the often confusing terrain of tax deductions, like those for overtime and tips, and offers fresh insights into payroll taxes and Social Security. Get acquainted with the $6,000 senior deduction for those over 65 and understand how these shifts can enhance your financial planning, whether you're itemizing or taking the standard deduction. Whether you're a new S-corp owner, a seasoned entrepreneur, or someone managing a side hustle, understanding the tax advantages available to you can lead to significant savings. From the nuances of LLCs and maintaining accurate records with tools like QuickBooks, to maximizing deductions through bonus depreciation and home office claims, this episode is packed with actionable insights. Together, Tyler and Tony stress the importance of scheduling proactive meetings with your accountant, especially as the holiday rush draws near, so you can optimize your tax strategy and ensure your financial decisions are timely and effective. Key highlights: Tax Savings Strategies for Business Owners Tax Deductions Simplified for Individuals Tax Advantages for Business Owners Tax Benefits of Bonus Depreciation Maximizing Home Office Tax Deductions Tax Planning Strategies for Business Owners Connect with Tyler McBroom: Instagram: @tylermcbroom Connect with Tony Whatley: Website: 365driven.com Instagram: @365driven Facebook: 365 Driven

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. A financial expert, author, and speaker. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Financial Mindset & Money Management Richardson emphasizes the importance of financial literacy and shifting one's mindset about money. She discusses how spending habits and financial discipline impact long-term wealth. Multiple Streams of Income She explains the necessity of diversifying income sources to achieve financial stability. Richardson shares strategies for entrepreneurs to maximize earnings through various business ventures. Estate Planning & Generational Wealth Richardson stresses the importance of estate planning to protect assets and ensure financial security for future generations. She highlights common mistakes people make when failing to plan for their financial legacy. Tax Strategies & Business Ownership She provides insights on tax deductions, particularly for home-based businesses. Richardson explains how proper business structuring can lead to financial advantages. Financial Education & Community Impact She advocates for financial education in underserved communities. Richardson discusses her mission to empower individuals through financial coaching and mentorship. About Dr. Lynn Richardson Dr. Lynn Richardson is a financial guru, ordained minister, and best-selling author specializing in wealth-building strategies. She has been featured on The Steve Harvey Show and has helped thousands of individuals break the cycle of living paycheck to paycheck. Through her W.E.A.L.T.H. University, she provides resources on budgeting, investing, and entrepreneurship to help people achieve financial freedom. #AMI #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.

In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by tax experts Sean Mullaney and Cody Garrett to reveal how early retirement can actually be your smartest tax strategy. The conversation immediately tackles one of the biggest misconceptions holding people back from FIRE - the fear that retiring early means facing higher taxes. Instead, they demonstrate how lower retirement income typically translates to significantly lower tax bills, completely flipping the conventional wisdom about retirement tax planning. The discussion dives deep into their comprehensive approach to tax planning for early retirement, centered around the powerful concept of "Pay Tax When You Pay Less Tax." This isn't just theory - they break down practical, tax-efficient strategies that can save you thousands, including optimizing traditional 401k contributions, maximizing Roth IRA conversions, and strategically managing taxable investment accounts. These aren't complex maneuvers requiring a team of accountants; they're accessible strategies that any early retiree can implement. Beyond the big-picture tax strategies, this episode tackles the real-world challenges that derail many FIRE plans. Learn how to build robust emergency reserves that won't trigger unnecessary tax consequences, handle unexpected income disruptions without destroying your tax efficiency, and leverage advanced techniques like qualified charitable distributions to further reduce your tax burden. Whether you're years away from retirement or already making the transition, this episode provides actionable insights to minimize your lifetime tax burden while maximizing your financial independence. The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Scott, and the BiggerPockets Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.  00:00 Taxes in Early Retirement 00:54 Debunking Tax Myths in Early Retirement 03:03 Understanding Taxable Income in Retirement 04:10 Effective Tax Strategies for Early Retirees 05:37 Capital Gains and Tax Rates 12:25 Tax Planning Tools and Calculators 23:43 Tax Optimization Strategies 24:27 Debate: 401k vs Roth IRA 24:56 Order of Operations for Financial Independence 25:42 Roth IRA Conversion Strategies 32:33 The Middle Class Trap 39:09 Tax Strategies for New Investors 44:21 Connect with Sean and Cody Learn more about your ad choices. Visit megaphone.fm/adchoices