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Building wealth and time freedom isn't just about working harder or finding the next opportunity; it's about surrounding yourself with the right people and designing systems that create leverage over time. And today's guest has mastered both sides of that equation.Thanh Pham is the founder of Asian Efficiency and host of The Productivity Show, where he has spent more than a decade helping entrepreneurs and executives work smarter, not longer. From hosting 50 magnificently curated Jeffersonian-style dinners to building thriving communities and events in Austin, Thanh has mastered the art of creating relationship capital. Thanh shares how curating meaningful relationships not only accelerated his personal growth but also his business opportunities and his lifestyle freedom. He explains why hosting experiences is one of the fastest ways to build trust and credibility and how positioning yourself as a connector opens doors that money can't.You definitely won't want to miss the end of our conversation, where Thanh explains how he's now leveraging AI and automation, using AI agents to handle entire workflows and reclaim dozens of hours of his time each week. Rather than replacing human connection, Thanh shows how technology can amplify it and free up your time for what matters most.In this episode, you'll learn: ✅ How hosting intentionally curated events positions you as a connector and builds trust, develops opportunities and accelerates long-term wealth.✅ How Thanh curates relationship capital to grow his business without sacrificing freedom or burning out.✅ The AI agents Thanh uses to automate various aspects of his business and the system that saved him 83 hours in a single week.Show Notes: LifestyleInvestor.com/272Tax 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.
Pool Pros text questions hereIn this episode of the Talking Pools podcast, host Steve Sherwood discusses various challenges faced in pool consulting, including the importance of proper tax management, navigating pool temperature issues, and the role of communication in managing client expectations. He also delves into the significance of general liability insurance and the trends shaping the pool industry in 2026. The conversation emphasizes the need for pool professionals to maintain clear communication with clients and to manage their business effectively to ensure profitability and client satisfaction.takeawaysProper tax management is crucial for pool service businesses.Pool temperature management can be a significant challenge.Communication with clients is key to successful pool management.General liability insurance is essential for protecting your business.Not every client is a good fit for your business.Chemical management in pools requires careful attention.Trimming down difficult clients can improve business efficiency.Understanding legal challenges in pool consulting is important.Staying updated on industry trends can help in business planning.Using capturing apps can enhance communication and accountability.Sound Bites"You can't work your job today.""This is how I can protect you.""Not every client is for you."Chapters00:00Introduction to Pool Consulting Challenges02:35The Importance of Proper Tax Management05:33Navigating Pool Temperature Issues08:50Consulting in the Face of Legal Challenges11:39Handling Chemical Management in Pools14:37Understanding General Liability Insurance17:06The Role of Communication in Pool Management20:06Client Management and Expectations22:39Setting Goals for the New Year Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com
James Daniel, The Advisory Firm, on Comprehensive Financial Planning, Tax Strategies, and Planning for Retirement (North Fulton Business Radio, Episode 930) On this episode of North Fulton Business Radio, host John Ray welcomes James Daniel, owner of The Advisory Firm in Alpharetta. James discusses his journey from electrical engineer to day trader to financial planner, sharing […]
What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear strategies that work at any stage. It’s a candid look at how small, intentional actions can make a big difference in your financial future. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
In this episode of the Tax Smart REI Podcast, Thomas Castelli discusses the #1 tax strategy for 2026, plus a new tax court case involving the real estate professional status (REPS) and a short-term rental. If you're a high-income earner, this is for you. 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 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.
Taxes are the single biggest expense most Americans will ever face—and yet almost no one is taught how they really work. In this episode of Right About Now, Ryan Alford is joined by Mark J. Kohler, renowned Main Street tax attorney, to break down how the tax code is designed to reward certain behaviors—and how everyday entrepreneurs can legally take advantage of it. This conversation covers: Why side hustles unlock powerful tax advantages How small business owners can dramatically reduce their effective tax rate The difference between delegating taxes and leading your tax strategy Why depreciation, real estate, and alternative investments matter How wealthy individuals think differently about money and taxes Why the tax code incentivizes entrepreneurship, housing, and investment Mark explains that the tax system isn’t broken—it’s behavior-based. Those who understand the rules use them to build wealth, while everyone else overpays out of fear or ignorance. If you’re a business owner, investor, or building a side hustle, this episode will change how you think about money—and what you keep. Guest:Mark J. Kohler – Tax Attorney & EntrepreneurWebsite: markjkohler.com
High income doesn't automatically create wealth—especially when taxes, inflation, and idle cash quietly work against you. In this episode, Vinney (Smile
Every entrepreneur wants a business that generates consistent, predictable cash flow. But most end up pouring time and money into typical marketing strategies, only to be left with frustration and inconsistent results instead of passive income and revenue.But today's guest has unlocked a cheat code that has generated millions in revenue without using paid ads and typical marketing strategies.Pedro Adao is an 8-figure Kingdom Entrepreneur, best-selling author, and founder of multiple ventures who has pioneered a highly effective business model centered on free & paid challenges that has generated over $100 million in revenue for himself and his clients.His expertise has impacted tens of thousands of entrepreneurs worldwide and helped countless individuals achieve levels of success they could only have dreamed of. Pedro has worked with many industry icons, including Russell Brunson, Dean Graziosi, and Daymond John (to name a few), who recognized this approach as a game-changer for entrepreneurs.In our conversation, Pedro shares how he built his challenge framework, why his “taste and see” marketing approach outperforms traditional marketing funnels, and how challenges create low-risk, high-leverage cash flow for entrepreneurs and businesses of all sizes. P.S. Pedro is kicking off the new year with a 31 Day Wisdom Challenge starting on January 1st, 2026. It's completely free to join, you'll hear from some amazing guests on a daily journey that over 350,000 people from over 100 countries have experienced. You can sign up by clicking here.In this episode, you'll learn: ✅ Why live challenges are so effective at creating predictable cash flow with minimal overhead.✅ How Pedro lost everything after the 2008 crisis and how his faith helped him rebuild from rock bottom to the leading expert he is today.✅ How traditional wealth management and investing in the stock market could mean taking on more risk than ever in the year ahead.Show Notes: LifestyleInvestor.com/271Tax 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.
Carlotta Thompson, shortly after attaining her dream of working for the IRS, Carlotta realized that the IRS isn't actually in place to help small businesses like she'd thought and it felt like she was working for the wrong side. As an auditor, she saw tons of tax returns with sometimes hundreds of thousands of dollars of missed deductions that were detrimental for the client. Carlotta had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Tax Strategists of America! Here's where to find more:Www.taxstrategistsofamerica.comhttps://www.facebook.com/share/1C9HGVSjwN/?mibextid=wwXIfr________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself
Hey friends, We're back! After pushing pause for 6 months, we are back and better than ever. I have my colleague, Matt Higbie, CFA, CFP joining us. Today's episode touches on tax strategies that are overrated. Thanks for listening! To learn more, visit: https://birchwoodcapital.com/ https://birchwoodfamilyoffice.com/
In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa discuss the top 2026 tax strategies and what moves you can still make for 2025 after the year ends. If you're looking to hit the ground running in 2026 and capture any final 2025 moves - this is for you. 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 Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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.
Paul Barron and David Kemmerer unpack the seismic shift coming to cryptocurrency taxation with the introduction of the 1099 DA form for the 2025 tax year. As brokers begin reporting crypto transactions on a per-wallet basis, investors face both new compliance challenges and strategic opportunities—from leveraging tax-loss harvesting to offset gains (with no wash-sale rule restrictions, unlike traditional securities) to understanding how DeFi yields are treated as ordinary income while crypto-backed loans remain non-taxable events. The discussion cuts through the confusion surrounding capital gains reporting, warns against the pitfalls of overreporting due to misunderstood 1099 forms, and offers practical guidance on everything from disposing of worthless tokens to utilizing carry-forward losses indefinitely, making it a must-listen for anyone navigating the increasingly complex regulatory landscape of digital asset investing.~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON00:00 - Introduction to Tax Strategies for Crypto02:03 - Understanding the 1099 DA and Wallet Reporting04:00 - Crypto Catalyst for 202611:01 - Navigating Capital Gains and Losses19:52 - Crypto Catalyst + DeFi and Tax Implications27:58 - Tax Planning for 2026 and Beyond⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a supporter of this podcast: https://www.spreaker.com/podcast/the-paul-barron-crypto-show--4747781/support.Join our community!Barron Market Edge (FREE)➜ https://www.paulbarronnetwork.com/barron-market-edge-signupPrivate Telegram Group (FREE) ➜ https://t.me/+nISqoMxrok40NTcxSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeX/Twitter
Are you sure your retirement plan can withstand the realities of the future? On this episode, Steve Hoyl breaks down the overlooked decisions that shape your financial life after work. From income gaps and spending habits to risk exposure, outdated 401(k)s, taxation, and maximizing every asset, they reveal how thoughtful pre‑retirement planning helps you stay in control. Learn how everyday choices, forgotten accounts, and evolving tax laws influence long‑term stability—and why understanding your numbers today matters for tomorrow. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.
In this episode, host Don Adeesha joins Sean Duncan, founder of Chief Proactive Advisors, to distinguish between tax preparation and tax planning. Sean argues that relying solely on historical filing is a costly error, sharing how reactive financial structuring can waste tens of thousands in unnecessary taxes. Sean breaks down the math of entity selection, identifying the $50,000 net income threshold where switching to an S-Corp becomes viable. He highlights the hidden benefits of this structure, including ultra-low audit risk, and details a reasonable compensation methodology that satisfies the IRS without overpaying payroll taxes. Finally, Sean shares his "Big Three A's" framework for year-end reductions: Accelerate expenses, acquire Assets, and leverage Altruism. He warns against panic-buying unnecessary vehicles and urges owners to treat their CPA as a strategic partner, conducting mid-year reviews to actively architect wealth.
In this episode of the Decamillionaire Decoded Podcast, host Justin Goodbread sits down with tax strategist Patrick Lonergan, founder of Vital Wealth, to discuss high-level tax strategies specifically designed for business owners striving for Decamillionaire status. Their conversation highlights that tax planning is not just about adding another zero to a bank account, but about optimizing life. LinkedIn: Patrick Lonergan WWW: VitalStrategies.com Learn more about Relentless Value Coaching: https://www.justingoodbread.com/coaching/
In this episode, Step 8 of the Tax Strategy Framework, Brent wraps up the series by discussing investment planning and how different investment choices can impact your taxes now and in the future. He walks through real estate, business investments, charitable strategies, and other planning considerations to help align tax savings with long term wealth and lifestyle goals. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this episode, Step 7 of the Tax Strategy Framework, Brent walks through different types of tax exempt income and tax free cash flow. He shares practical examples and strategies that can help reduce taxable income while increasing cash flow through smarter investment and planning decisions. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this episode, Step 6 of the Tax Strategy Framework, Brent discusses income types and why some are taxed much more heavily than others. He explains the difference between wages, self employment income, and investment income, and how strategic planning can help shift income toward lower or even tax free outcomes over time. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this episode, I sit down with Rebecca Herbst, the founder of Yield & Spread! A not-for-profit investing course and movement designed to make financial education simple, empowering, and accessible to everyone.After retiring at just 32 through financial independence, Rebecca now dedicates her time to helping others build wealth and give back through effective altruism.We dive into how to overcome fear of investing, the power of keeping your strategy simple, and how financial mindfulness can change your life. Rebecca shares her journey from corporate real estate to early retirement, her philosophy behind risk-averse, passive investing, and how she uses money as a tool to create more freedom and generosity in the world.If you've ever felt overwhelmed by how to give back it doesn't have to be complicated — it's empowering.In this episode, you'll learn:How Rebecca reached financial independence by age 32Why simple, low-cost investing beats complexityThe truth about budgeting and finding your “enough”How to align wealth-building with generosity and purposeWhy Yield & Spread donates 100% of profits to charityContact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyConnect with Rebeccarebecca@yieldandspread.orgResources and Links:https://www.yieldandspread.orghttps://www.thelifeyoucansave.org/Charitable Giving and Tax Strategies with Sean Mullaney, The FI Tax Guy | E076https://youtu.be/FYkdYiydDqE?si=WZ6gpTeI_T-Fhy8mhttps://www.charitynavigator.org/https://www.thelifeyoucansave.org/https://www.givewell.orghttps://www.givinggreen.earthhttps://www.givedirectly.orghttps://choosefi.comEffective Giving for the FI Community | Rebecca Herbst & Jack Lewarshttps://www.youtube.com/watch?v=Hs3oHR0WVsE
For any entrepreneur, the most valuable currency to buy back is time. Yet many remain trapped, losing time with family and struggling to break free from the business.But today's guest has become the embodiment of building freedom through creativity, community, and leveraging advisory opportunities.Pat Flynn is the creator of Smart Passive Income, bestselling author of Will It Fly? and Superfans, advisor to top tech companies such as Teachable, Circle, SquadCast, and Riverside, and one of the most respected voices in online business. Since being laid off as an architect in 2008, he's built multiple 7-figure businesses, generating millions of podcast downloads, and launching a wildly successful Pokémon YouTube channel with almost 2 million subscribers. In this episode, Pat shares how he identifies winning opportunities, his Airport Test framework for evaluating business ideas, how advisory shares became one of his highest-ROI wealth builders, and how he's intentionally designed his life so that work supports family—not the other way around. In this episode, you'll learn: 1.) How Pat turned a layoff into a launchpad for building multiple passive income businesses.2.) A simple framework to evaluate business ideas before investing time or money.3.) Why advisory shares became one of his highest-leverage income streams—and the criteria he uses to decide which companies to work with.Show Notes: LifestyleInvestor.com/270Tax 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.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
In this episode, Brent breaks down Step 5 of the Tax Strategy Framework, Planning with Tax Brackets. He explains how the U.S. tax bracket system really works, why not all income is taxed at the same rate, and how strategic planning within your own bracket or using other people's or entities' brackets can significantly reduce your overall tax burden. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
How do you balance risk, legacy, and family lessons on your journey to retirement? This episode with Art McPherson explores setting your “financial thermostat,” the pitfalls of early Social Security, and the impact of tough love and smart tax strategies. Hear stories of generational wisdom, why enabling loved ones can backfire, and a special segment with Trisha Yearwood on financial literacy and holiday memories. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Are you ready for the year-end financial countdown? This episode with JoePat Roop dives into last-minute tax strategies, the pros and cons of Roth conversions, and how Social Security timing can impact your retirement plan. Discover why personalized planning matters, how new tax laws could affect your future, and what to consider when leaving a legacy for your loved ones. 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.
In this episode, we cover Step 4 of the Tax Strategy Framework: Entity Structure and why it plays a critical role in effective tax planning. We discuss how entity choices impact taxes, liability, and long-term growth, and why many business owners unknowingly limit themselves with the wrong setup. This episode focuses on how to think about entity structure strategically, not just how to set one up. If you want a smarter framework for making better tax decisions, this episode will help you see entity structure in a whole new way. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this coaching conversation, Loral guides an HVAC and STR business owner through the corporate structure strategy required for real tax savings and scalable growth. She explains why Washington businesses must look to states like Wyoming or Nevada for better corporate structure strategy, how intercompany contracts protect deductions, and how consolidating expenses builds a cleaner tax plan.From W-2 structuring to 401(k) shifts, to depreciation strategies and trust planning, this episode lays out exactly how corporate structure strategy builds wealth year after year.Loral's Takeaways:Business Strategy and Expansion Plans (01:37)Consulting Business and Tax Strategies (04:11)Final Recommendations and Next Steps (05:14)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/affiliates Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and...
Scaling a business is slow and unpredictable. Many entrepreneurs don't make it to year five, and even fewer figure out how to scale.But what if the key to unlocking exponential growth was to multiply your efforts through strategic acquisitions?Tom Shipley is the co-founder of Atlantic Coast Brands, founder of Queen City Media, and co-founder of DealCon, one of the fastest-growing M&A ecosystems for entrepreneurs. Tom has built, scaled, and acquired companies across beauty and skin care brands like Hydroxatone, Amazon FBA, media, and ecommerce, generating well over $1B in revenue over his career.In our conversation, Tom shares how acquisitions saved his company during a crisis, the mindset that helped him rebuild after losing millions in revenue overnight, and the frameworks you can use to turn stagnation into exponential growth—all while designing a life and business with intention and time freedom.In this episode, you'll learn: 1.) How programmatic acquisitions can solve cash flow issues, save struggling companies, and 10x enterprise value faster than organic growth alone.2.) Tom's “Add a Zero” philosophy to think bigger which helps to recruit better talent, attract better capital, and unlock strategic breakthroughs.3.) Why masterminds and peer groups are the ultimate force multiplier for entrepreneurs—and how vulnerability can produce life-changing business insights.Show Notes: LifestyleInvestor.com/269Tax 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.
Brent Carlson breaks down real tax strategies every real estate investor should know before year-end.Mark Monroe sits down again with Brent Carlson, who specializes in real estate tax advantages, advanced tax strategies, asset protection, and proper LLC structuring to protect yourself.In this episode, you'll learn:- Common tax mistakes investors make- Why December tax planning matters- How proper structuring can save tens of thousands- Legal strategies like depreciation, paying your kids, and the Augusta Rule- How investors overpay by working with CPAs who only file instead of plan Want to speak with Brent directly? Call 855-767-1977If you're a real estate investor or business owner who wants to legally reduce taxes and protect your assets, this episode is a must-listen.#SellerFinancing #sellerfinancingstrategies #markmonroe #realestateinvesting #realestate #cashflow #realestatetips #RealEstatePodcast #taxStrategies #assetprotection
In this episode, Brent continues the Eight-Step Tax Strategy Framework and focuses on Step 3: Tax Credits. While deductions reduce taxable income, tax credits reduce tax directly and can create powerful savings when used correctly. Brent explains the difference between refundable and nonrefundable credits and walks through how these credits apply to both individuals and business owners. This episode helps you understand how to identify valuable credits, how they interact with your overall tax plan, and how to incorporate them into your full tax strategy rather than treating them as afterthoughts. Next episode: Step 4 in the tax strategy framework. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this episode, we begin the Eight-Step Tax Strategy Framework by focusing on Step 1: Deductions, which is one of the most important and often overlooked parts of tax planning. Brent explains how deductions work for different types of taxpayers, including W-2 earners and business owners, and why understanding your tax bracket is a key part of making smart financial decisions. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this episode, Brent continues the Eight-Step Tax Strategy Framework by explaining Step 2: Defer Income and Accelerate Expenses. Although this strategy sounds simple, Brent breaks down why timing can significantly affect your tax outcome and how both employees and business owners can use these tools effectively. This step shows that tax planning is not only about what you earn but also about when you earn and spend. Understanding these timing opportunities helps you stay proactive and maximize savings throughout the year. Next episode: Step 3 in the tax strategy framework. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/
In this conversation, Jon Sanchez and Jason Gaunt discuss the current state of the stock market, focusing on the volatility caused by recent events, particularly surrounding Oracle and its impact on the NASDAQ. They delve into tax strategies for business owners as the year-end approaches, emphasizing the importance of proactive financial planning. The discussion also highlights the broader implications of AI and data center investments, exploring how these factors influence market dynamics and investor sentiment.Chapters00:00 Market Volatility and De-risking Strategies02:10 The Impact of Oracle's Funding Decisions05:09 Tax Strategies for Business Owners07:54 Understanding Market Trends and Technical Analysis10:54 The Role of Private Credit in Data Centers11:17 The Future of Data Centers and Investment Strategies15:54 The Impact of Massive Deals on Market Dynamics16:45 Oracle's Data Center Financing Challenges21:03 Hedging Strategies and Market Reactions26:06 The Broader Implications for Tech Stocks30:18 Navigating Market Volatility and Portfolio Management31:21 Sanchez MWF Disclaimer .mp3
Adam Balsinger shares how he went from broke with no experience to building a thriving investment portfolio that prioritizes freedom, family, and creative cash flow using co-living and wholesaling strategies anyone can start with.See full article: https://www.unitedstatesrealestateinvestor.com/from-broke-beginnings-to-true-freedom-through-smart-investing-with-adam-balsinger/(00:00) - Introduction to The REI Agent Podcast(00:58) - Welcoming Adam Balsinger and Holiday Small Talk(02:10) - Adam's Background in Sales and Early Entrepreneurial Life(03:12) - What Drew Adam Toward Real Estate Investing(06:10) - Family Influence, Time Freedom, and Early Wealth Awareness(10:45) - First Exposure to Rental Income and the Real Estate Lightbulb Moment(12:19) - Transition From Flipping Houses to Wholesaling(15:45) - Scaling Deals and the Reality of Fix and Flip Margins(18:07) - Moving Into Multifamily and Apartment Syndication(20:03) - Market Risk, Cap Rates, and Lessons From 2022(23:27) - Pivoting Away From Syndications and Reassessing Strategy(24:55) - Focus on Affordable Housing and Small Multifamily Units(27:47) - Introduction to Co Living and Rent by the Room Strategy(29:27) - Comparing Section 8 Income Versus Co Living Cash Flow(31:34) - Short Term and Mid Term Rental Comparisons(33:07) - Mid Term Rentals and Market Demand Insights(36:09) - Property Management, PadSplit, and Tenant Vetting(39:59) - Golden Nugget Advice for New Investors(44:03) - Recommended Books and Investor Mindset(47:19) - Tax Strategies, 1031 Exchanges, and Investor Advantages(47:52) - Where to Follow Adam and Community Resources(48:38) - Final Thoughts and Episode Closing DisclaimerContact Adam Balsingerhttps://www.facebook.com/adambalsinger/https://www.instagram.com/theadambalsinger/https://www.facebook.com/groups/1164343795565413/https://youtube.com/@theinvestorboardroom5630 If Adam's journey taught you anything, it's this: you don't need to have it all figured out to start. Just take action and stay the course. For more life-changing stories and strategies, visit https://reiagent.com
✈️ Retire Pilots the Right Way!
Send us a textDo you really have your tax planning handled? The thing is, many business owners are making a critical mistake that will become even more expensive by 2026.In this episode, Mike Jesowshek, CPA, sits down with Mark J. Kohler to expose the biggest tax planning failure business owners make. Confusing knowing strategies with actually applying them. Mark explains why tax savings disappear at the implementation level, how poor execution creates long-term consequences, and why retirement accounts are one of the most overlooked areas where this mistake shows up.
Spouse on law firm payroll supercharged tax strategy. If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.
In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa discuss last minute 2025 tax strategies and questions we receive from Tax Smart Investors. If you're trying to figure out what you can do before the clock strikes midnight in two weeks, this episode is for you. 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 Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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.
What if you could retire earlier than expected, access your savings without penalties, get health insurance subsidies, and pay no taxes for the first few years? Would you believe that's possible? In this episode of Retirement Answers, I explain how it can be done using a case study of a client named Joe where I break down the strategies and financial maneuvers used to help him retire at 55.
What if procrastination is quietly steering your financial future off course? In this episode, Jackie Campbell breaks down why adults delay retirement planning, how fear and comparison shape financial decisions, and what clarity emerges once you finally confront the numbers. From the psychology of “time optimists” to the importance of organizing accounts, updating beneficiaries, and aligning legacy wishes, the conversation highlights the value of taking action now—without judgment or shame. Featuring a special discussion with Super Bowl champion Martín Gramatica on quality of life and purposeful next chapters. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement. For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.
In this episode, real estate CPA Katie Ripp joins us to reveal crucial tax strategies for female real estate investors. Katie debunks persistent myths—like the need for an LLC for more deductions—and explains why understanding depreciation is vital to avoid costly mistakes. She breaks down how to qualify for Real Estate Professional (REP) status and leverage it to offset income, details the “short-term rental loophole” for maximizing Airbnb tax benefits, and simplifies the 1031 exchange for deferring capital gains taxes. Whether you're overwhelmed by taxes or seeking proactive strategies, Katie offers clear, practical advice to stay organized and optimize your wealth. Listeners will also learn about the ongoing support and resources available through the WIIRE Community's quarterly CPA calls, designed specifically for real estate investors. If you're ready to master the tax game and grow your portfolio with confidence, this episode gives you the knowledge and encouragement you need. Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupConnect with KatieMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram
Mark Longo, Uncle Mike Tosaw (St. Charles Wealth Management), and Andrew 'The Rock Lobster' Giovinazzi (The Option Pit) break down the final full trading week of 2025. This high-stakes episode covers the shocking conclusion to the '80s Trivia Challenge, explosive VIX and index flow, and a crucial year-end Tax Strategy discussion. The '80s Trivia Challenge: A Consequential Loss The dramatic conclusion of the year-long contest: Uncle Mike vs. The Rock Lobster. The hosts sweat it out in a high-pressure round of Sports & Leisure trivia. Find out who claims the point and if the "Chicago Politics" conspiracy theories hold up! The Trading Block: End-of-Year Market Breakdown The VIX Cash index is rallying off recent lows. Is this December different from years past? The Rock Lobster confesses his VIX Puts strategy was his "worst product" of the year due to being a "Greedy Pig" and not monetizing the downside swings. The panel also looks at key single-name movers like Apple (AAPL), Broadcom (AVGO), and a roaring Tesla (TSLA). Hot Options Report: VIX Puts & SPY Zero Day Flow Detailed analysis of today's hottest option: The dirt-cheap Dec 15th VIX Puts for $0.04. Plus, a look at the massive flow in SPY (SPY) and SPX (SPX) index options, confirming the zero-day trend, alongside surprising upside action in the QQQ (QQQ) Calls. Strategy Block: Crucial Year-End Tax Planning Uncle Mike provides essential guidance on year-end tax strategies. He details how to use Tax Loss Harvesting to offset gains and reminds traders about the Wash Sale rules. A must-listen segment covers the Mark-to-Market rule for 1256 Contracts (like SPX options) before the December 31st deadline. Around the Block: Silver (SLV) Poll & All-Time Highs The team forecasts whether Silver (SLV) can continue its historic run into 2026. Plus, predictions on if the SPX can hit new All-Time Highs before the new year.
If you've been looking for a way to hit or exceed your annual quota, qualify for President's Club, or simply earn a bigger paycheck or bonus, focusing on helping business owners reduce their tax burden by investing in your product, service or software in the final weeks of the year can give you the edge you need get more sales closed. Business Owners are Motivated to Reduce Taxes In the United States there are millions of SMBs and the vast majority of these businesses are what we call pass-through organizations for tax purposes. This means that the owners or partners in these businesses report the profits on their personal tax filings. Unlike big companies, small companies don't have the luxury of rolling profits over to the next year. So whatever they made this year, they have to pay taxes on. As the calendar winds down business owners are often motivated to invest in products, services, and software solutions in order to reduce taxable income. In other words, if a business has shown strong profits throughout the year, its owners might be keen to spend some of that money on improving their operations, expanding their capabilities, or streamlining their processes—right now—rather than hand over a large chunk of their profits to Uncle Sam come tax season. Business Owners Hate Paying Taxes To understand why this year-end period is so critical, let's get into the mindset of a small or medium-sized business owner. Unlike large enterprises with multiple departments and complex accounting strategies, SMB owners are often personally invested in the company's financial results because those results are essentially their income. It's how they pay their mortgage and put food on the table. For this reason, they watch their revenue and expenses closely. As the year comes to an end, they're looking at their bottom line and thinking about the upcoming tax bill. For many of these business owners, profit is a double-edged sword. Don't get me wrong, they want to make a profit. But at some point, too much profit triggers a much higher tax bill. If there is one thing I know about small and medium sized business owners its that they hate taxes. They are always looking for ways to legally minimize their tax liability. One easy and productive way to do this is to make fully or partially depreciable investments in the business before December 31st. That could mean buying new equipment, software, training packages, or services that will not only improve the business long-term but also reduce taxable income for the current year. An Urgent Need to Spend As a salesperson, the key takeaway here is that your prospects have a natural, time-bound incentive to spend. If you can position your product or service as the right investment at the right time, you might find it easier to close those deals that seemed just out of reach during the rest of the year. And by the way, if you are dealing with decision-makers who are pushing off decisions to next year, this is a great way to get past that objection. Framing Your Business Case I want to be clear though that most businesses are not going to spend money for the sake of spending money. Savvy business owners want to reduce taxes and do the right thing for their company. Therefore, you can't just be transactional. You still must follow the sales process and build a bridge to the value of tax savings AND business improvement when making your business case. It's all about framing your product or service as a strategic investment rather than a mere expense. For example: If you sell software tools that improve operational efficiency, make the case for how your solution will help them save on labor costs, reduce errors, and streamline workflows. If you're selling advertising, highlight how a year-end launch of a new campaign will lead to immediate results that set the stage for a strong Q1. If you sell capital equipment walk them through how the new equipment will make them more productive and help them expand their business in the new year. The key is to connect the value of your offering directly to the timing. Consider messaging like: “This is an opportune moment to upgrade your systems, so you'll enter the new year with a competitive edge and potentially lower your tax liabilities this season.” “By getting your campaign locked in before the year closes, you can reap immediate tax benefits while ensuring your advertising starts generating leads in January when you need them the most.” If we get the equipment ordered now it will be delivered in Q1 giving you plenty of time to get a high ROI next year. When you can tie the ROI of your product to both tangible improvements and the financial perks of year-end spending, the business case becomes much more compelling and you will sell more. Tailor Your Approach While the end-of-year tax incentive is a common denominator, not every SMB is identical. Some might be profitable but cash-constrained, while others have capital burning a hole in their pockets. Some may be in sectors that had a booming year, while others are just recovering from a difficult market. The more you understand the unique challenges and goals of each prospect you're targeting, the better you can tailor your approach. Before you pick up the phone, walk through their door, or send an email, do some research. Check out their recent announcements, whether they're hiring or expanding. Look into trends in their industry. Understanding these nuances will help you fine-tune your messaging. If you know a business is tight on cash, emphasize flexible payment plans or financing options. If the business is flush with profit, reinforce the immediate tax advantage and the strategic value of reinvesting those funds. Empathy and relevance are your allies here. Show that you understand their position and that your solution aligns perfectly with their current goals. That personal touch, combined with the natural urgency of year-end, is a powerful recipe for closing the deal. Lead With Urgency: Clear, Direct, Compelling I don't want to sweep under the rug how important timing and urgency are with this tactic. While you don't want to be completely transactional, you do want to be direct. As we approach the end of the year, many SMB owners have a long to-do list: Finalizing paperwork, inventory checks, reviewing vendor contracts, preparing for holiday promotions, and on and on. They're busy. They have limited time to spend on sales pitches. This means your outreach needs to be respectful of their schedule and also clear, direct, and compelling. Say right away: “I'm reaching out before the year ends because I have a solution that can help you maximize your tax benefits this year and help you grow your business next year." Being direct and to the point respects their time and sets the context immediately. If you need more help with direct and to-the-point messaging, grab your copy of my book Fanatical Prospecting and review Because Statements. It's crucial that you create and maintain a sense of urgency. Not the aggressive, pushy kind, but a natural urgency rooted in a real calendar event: The year-end. The clock is ticking, and if they don't make their purchase by December 31st, they miss out on the potential tax advantages. This deadline isn't artificial—it's a reality. Use it to frame your conversations. Urgency helps prospects prioritize your offer over other distractions in their busy schedule. Handling Objections You might encounter objections like: “We're too busy to consider new solutions right now,” or “We don't have enough budget.” In these cases, it's wise to highlight the cost-saving and tax benefits again. Stress that investing now can actually put them in a better position financially. Remind them that waiting until next year could mean missing out on an opportunity to reduce this year's taxable income. If time is an issue, propose a quick and efficient implementation plan. Show them that you can be agile and help them integrate the solution without massive downtime. If budget is a concern, consider promotions, discounts, or favorable financing terms. Sometimes, offering a small year-end incentive can tip the scales in your favor. The Five Keys to Selling More to SMBs at the End of the Year SMBs have a natural incentive to invest before year-end: They want to reduce their taxable income and set themselves up for a strong next year. Frame your product as a strategic investment: Highlight the value, ROI, and tax benefits that come with a year-end purchase. Avoid being transactional: Follow the sales process and position yourself as a partner who can help them navigate this critical period. Tailor your approach to each SMB's situation: Research their needs and adjust your prospecting message accordingly, showing empathy and relevance. Create urgency with a real deadline: The calendar itself is your ally; emphasize that the benefits come from acting before December 31st. Here's the deal though. Do not wait. Start this process now. The low-hanging fruit is out there but it will rot on the vine if you fail to pick before the sand runs out of the hourglass this year. Check out the BRAND NEW Jeb Blount Ultimate Sales Success Box Set. It's the perfect gift for the sales professional in your life!
Subscribe to Bits + Bips: https://bitsandbips.beehiiv.com/subscribe On this bundled episode of Bits + Bips, Unchained executive editor Steve Ehrlich digs into the less obvious risks shaping crypto returns, from DeFi yield to tax reporting. First, Sebastien Derivaux, co-founder of Steakhouse Financial, explains why chasing high yield can be dangerous, how institutional risk curation works onchain, and why the future of stablecoins won't be limited to the US dollar. Then, Shehan Chandrasekera, CPA and Head of Tax Strategy at CoinTracker, breaks down what crypto investors need to know heading into 2026, including tax loss harvesting, the wash sale gray zone, hidden tax obligations in crypto ETFs, and why the new 1099-DA form won't tell the full story. Host: Steve Ehrlich, Executive Editor at Unchained Guests: Shehan Chandrasekera, CPA, Head of Tax Strategy at CoinTracker Sebastien Derivaux, Co-Founder & Partner at Steakhouse Financial Timestamps:
Experts say that word of mouth is one of the most powerful marketing channels—but in today's world, publishing a book uniquely establishes credibility and authority by showcasing your expertise.A book can work for you 24/7, build trust before you ever meet someone, and open doors that would otherwise remain closed. Yet most entrepreneurs delay writing one because they think they don't have the time, clarity, or expertise. Today's guest is an expert in eliminating those excuses and will show you why writing a book may be the highest-ROI move you can make for your business.Chandler Bolt is the founder & CEO of Self-Publishing School and SelfPublishing.com, one of the fastest-growing companies in the Inc. 5000. He's helped publish over 7,000 books, has become a multi-seven-figure entrepreneur, and built his entire business by helping people turn their ideas into authority-building books that generate leads, sales, and long-term assets.In our conversation, Chandler explains why a book can be the #1 leverage tool for entrepreneurs and investors, how self-publishing gives you all the upside and the freedom to release updated versions, and the biggest mistakes people make when marketing their book. In this episode, you'll learn: 1.) Why writing a book is the #1 authority-builder for entrepreneurs and investors—and how it can generate leads, sales, referrals, and high-quality deal flow on autopilot.2.) How Chandler scaled SelfPublishing.com into an eight-figure company and his framework for helping busy founders publish a high-impact book faster than they thought possible.3.) The hard money investing lessons Chandler learned, both wins and losses, that every entrepreneur should hear before partnering on deals and deploying capital.Show Notes: LifestyleInvestor.com/268Tax 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.
The work is honest, the sun is relentless, and the clock on your knees is louder than you think. That reality sparked a straight‑talk conversation about converting today's pool service income into tomorrow's durable, low‑friction cash flow. We dig into three realistic paths—scaling your route into a managed operation, investing in the markets, and building a real estate portfolio—and break down the mindset, mechanics, and tradeoffs of each, without hype.We start with a Rockefeller‑style principle: reinvest in what you understand. If you love building systems and leading people, a multi‑truck, manager‑led service company can move you out of the field and into an owner's seat where cash flow compounds. Then we get practical about real estate, the lane many service pros naturally excel in. Rentals offer a potent trio—appreciation, monthly cash flow, and significant tax advantages—while turning your local knowledge into an investing edge. You already read neighborhoods, solve problems in the field, and navigate city rules; those same skills transfer to finding solid properties, managing turns, and hiring vendors. We talk candidly about vacancies, repairs, and what “passive” really means, along with why buying within an hour of home often beats chasing distant deals. The through‑line is simple: start sooner, keep it simple, and let time do the heavy lifting.• why pool work is finite and planning matters• Rockefeller's reinvesting mindset applied to service routes• pros and cons of scaling a multi‑truck operation• crypto, gold, and market returns in plain terms• how compounding works and when it pays out• why rentals fit service pros' skills and lifestyle• appreciation, cash flow, and tax advantages explained• what “passive” really means in property management• using local knowledge to choose neighborhoods• starting early and building momentum with systemsLearn more at swimmingpoollearning.comJoin the Pool Guy Coaching ProgramIf you're interested in my coaching program, you can learn moSend us a textSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y
In this episode of the Nifty Thrifty Dentists Podcast, Dr. Glenn Vo sits down with Tim McNeely - CEO & Founder of Dental Wealth Nation to uncover the biggest financial mistakes dentists make, how to protect your wealth, and the essential blueprint every practice owner must have. Tim works exclusively with dentists and understands the real-world challenges you face: taxes, exit planning, wealth fragmentation, retirement, asset protection, and building long-term financial confidence. If you've ever wondered whether your financial plan is actually working, this episode is for you.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Think that viral tax hack on TikTok sounds too good to be true? It is. In this episode, Tiffany exposes the most dangerous tax scams spreading online—and how they're tricking smart female entrepreneurs into risking everything. Learn the real difference between tax strategy and fraud, how to spot fake “experts,” and what red flags to watch for before you sign anything. Tiffany shares her CPA advice on protecting your business, finding trustworthy professionals, and staying on the right side of the law. Don't let bad advice cost you your business—listen now and learn how to keep your money safe. Next Steps:
Learn what the ultra wealthy do to write off cash flowing assets and take advantage of the 100% bonus depreciation. In this masterclass you'll understand the dos and don'ts of advanced tax planning, asset depreciation, and see first hand case studies of entrepreneurs and business owners who are taking advantage of these strategies.0:00 - Intro1:07 - Who is Michael Williams?6:01 - The Three Steps to Tax Efficiency8:46 - Who are these Tax Strategies for?11:29 - Prioritizing Low-Hanging Fruit First13:14 - What is Depreciation for Tax Write-Offs?15:50 - Finding the Right Assets for Bonus Depreciation 19:58 - Two Main Risks: Tax Risk and Economic Risk23:54 - Passive vs. Active Income24:58 - Strategies for Writing Off Against Active Income26:56 - Structuring a Trader Business27:43 - Risk of IRS Audits31:21 - Tax Arbitrage32:59 - Understanding the Economic Risk34:02 - Differentiating the Strategies from Real Estate37:55 - Case Study Walkthrough with GPUs40:17 - Turning $150K Investment into $1M Write-Off 43:00 - Recapturing Cash on Residual Value as Ordinary Income45:58 - Cash-on-Cash Return Targets48:12 - After-Tax Return on Investments51:16 - GPUs Residual Value52:20 - Pulling Assets Out of the Revenue Pool53:14 - Services and Fees (Maintenance, Insurance)54:02 - Debt Payment Responsibility55:00 - Tax Implications of Debt Service57:41 - Final AdviceJoin the Tax and Assets Community: https://taxandassets.comConnect with Michael & His Team: Email - michael@trusttpc.comWebsite - https://www.trusttpc.com/Want Us to Review Your Current Tax Strategy Before the End of the Year? Click Here: https://betterwealth.com/tax______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================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.