Podcasts about tax strategies

True wealth is about more than money. It's about having the freedom to buy your time back and live life on your terms. But none of it matters if you don't have the health and energy to enjoy the life you've worked so hard to create. With traditional healthcare falling short in helping people prevent disease before it starts, many high-achieving entrepreneurs are looking for better ways to take control of their health.Today's guest, Dr. Ryan Williamson, is a physician, entrepreneur, former Navy lieutenant commander, and longtime member of the Lifestyle Investor Mastermind. He's also the founder of Transcend Health, where he's combining advanced diagnostics, personalized medicine, and cutting-edge technology to help people take a more proactive approach to their health.In our conversation, Ryan explains why an annual physical isn't enough, which health metrics you should be tracking today, and how simple habits can dramatically improve metabolic health. We also explore how AI and emerging medical technologies are changing healthcare, why more high performers are turning to concierge medicine, and how Ryan's entrepreneurial journey transformed his definition of wealth and success.In this episode, you'll learn: ✅ Why proactive healthcare starts long before symptoms appear and how regularly tracking your health data can uncover risks while you still have time to address them.✅ How regular blood work, wearables, blood pressure monitoring, movement, sleep can help you build a more complete picture of your health.✅ How AI, advanced diagnostics, and concierge medicine are creating a more personalized approach to health that can help entrepreneurs perform better and protect their longevity.Show Notes: LifestyleInvestor.com/305Tax 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, Catrina M. Craft shares expert insights on tax strategies, entity structures, and deductions for entrepreneurs, emphasizing proactive planning and the importance of working with a strategist to optimize wealth building."Start planning now before it's too late."Chapters:00:00 Introduction to Proactive Tax Planning02:05 Introduction of Catrina M. Craft and Episode Context04:06 Using an Accountability Plan for Reimbursements06:26 Starting Tax Strategies Before Making Six Figures09:02 Risks of Not Having an Accountability Plan12:11 The Complexity of the Tax Code15:13 Difference Between Bookkeepers, Accountants, and CPAs16:21 The Value of Working with a Tax Strategist17:18 Upcoming Topics on Charitable Donations18:33 Encouragement to Follow and Learn MoreMore Key Takeaways:*Tax strategy importance for entrepreneurs*Entity structures and their impact on taxes*How to properly reimburse business expenses*Timing for tax season"It's just like a doctor, you have specialists."EPISODE #1/10: Unlocking Tax Strategies for Entrepreneurs: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: Unlocking Home Office Deductions February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: Hidden Tax Strategies Revealed: March 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedEPISODE #4/10: Strategic Family Travel & Tax Benefits: June 10, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedEPISODE #5/10: The Top 3 Tax Mistakes Entrepreneurs Make: July 29, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/19565414-the-top-3-tax-mistakes-entrepreneurs-makeSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Partner: ComingAlive PodcastProduction.comMusic Credits: Copyright Free Music from Adventure by MusicbyAden.

In this special episode, Rent To Retirement founder Zach LeMaster joins the Lifestyle Dentist Podcast to share how he went from practicing optometry to building a real estate portfolio that ultimately gave his family financial independence.Zach shares how he and his wife used rental real estate to gradually replace their active income, giving them the freedom to continue practicing healthcare because they enjoy it—not because they financially have to. The conversation explores passive income, long-term wealth creation, real estate tax advantages, cost segregation, leverage, and how busy professionals can invest without turning real estate into another full-time job.

In this episode, Catrina M. Craft shares expert insights on tax strategies, entity structures, and deductions for entrepreneurs, emphasizing proactive planning and the importance of working with a strategist to optimize wealth building.Check back for the full episode on August 26 at 4:00 AM ESTSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Partner: ComingAlive PodcastProduction.comMusic Credits: Copyright Free Music from Adventure by MusicbyAden.

In this MLRE episode, Nate and Tom continue their estate and trust planning series by exploring more advanced strategies investors should understand. They break down grantor vs. non-grantor trusts, intentionally defective grantor trusts, the trade-off between estate tax savings and the step-up in basis, and how strategies such as SLATs, GRATs, QPRTs, and dynasty trusts can fit into an estate plan. They also explain why estate planning shouldn't be treated as a one-time exercise, and why getting the basics in place early matters even if your net worth is currently below the estate tax exemption. Request a free discovery meeting: go.therealestatecpa.com/mlre Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: go.therealestatecpa.com/team Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, 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.

A bigger paycheck isn't always the solution to financial stress. Despite rising incomes, millions of people—including high-income earners—continue living paycheck to paycheck because they never build the financial habits needed to create lasting wealth.That's why I'm excited to have Anthony O'Neal on the podcast. Anthony is a bestselling author, financial educator, and host of one of the fastest-growing personal finance platforms, The Table with AO.After overcoming homelessness and financial hardship himself, Anthony has helped millions of people eliminate debt and build healthier money habits to achieve financial freedom. His latest book, Stop Living Paycheck to Paycheck, outlines a proven framework for breaking free from financial stress and building wealth that lasts.In this conversation, we discuss why lifestyle inflation quietly keeps people trapped regardless of income, how eliminating consumer debt creates the margin needed to begin investing, and why true wealth comes from owning assets instead of keeping up with appearances. In this episode, you'll learn: ✅ Why increasing your income won't solve your financial problems if your spending grows just as quickly.✅ How getting financially stable creates the foundation for every other wealth-building decision.✅ Why Anthony believes teaching financial literacy early could change the trajectory of an entire generation.Show Notes: LifestyleInvestor.com/304Tax 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.

Denise Givan, a seasoned tax strategist and CEO of CoachMe2Life Financial Consultancy, shares her insights on tax planning, business structuring, and real estate investment strategies. This episode offers valuable tips for high-income earners and real estate investors looking to optimize their financial strategies and grow their businesses.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Tom and Nate break down a disaster relief housing promotion involving metal container housing, special grantor trusts, material participation, and significant first-year depreciation deductions. They also examine additional red flags surrounding the financing, at-risk rules, potential cancellation of debt, depreciation recapture, and what taxpayers should do when they're presented with an aggressive strategy that sounds too good to be true. Request a consultation from Hall CPA at https://go.therealestatecpa.com/taxsmart Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: https://go.therealestatecpa.com/team Submit your question for Tom & Nathan: go.therealestatecpa.com/question 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 does it take to build a business that is financially prepared for growth, opportunity, and eventually an exit?At the ATLVets Tampa Speaker Series, Ray Busler and Thomas Lind of CliftonLarsonAllen (CLA) joined the conversation to break down the financial decisions business owners often overlook.From building strong accounting practices and choosing the right business structure to tax planning, QSBS opportunities, advisor alignment, due diligence, and exit preparation, this conversation is packed with practical insights for founders and privately held business owners.Chapter Segment:00:00 – Welcome and Thomas Lind's Veteran Story02:15 – Meet Ray Busler of CLA03:44 – Why CLA Focuses on Privately Held Businesses05:40 – Supporting Business Owners Through Growth11:07 – What Small Businesses Actually Need From a CPA16:58 – Accounting Discipline and Planning Ahead18:25 – Choosing the Right Business Entity19:12 – Qualified Small Business Stock and Exit Planning21:03 – S Corporation vs. C Corporation22:55 – Why Your Professional Advisors Need to Be Aligned26:04 – Tax Credits and Business Incentives27:45 – Get Your Advisors in the Same Room30:16 – What Size Businesses Does CLA Work With?32:04 – Preparing for the Business Exit34:45 – Due Diligence and Protecting Business Value36:40 – Estate and Succession Planning37:22 – Audience Q&A39:06 – Why Financial Discipline Matters Long Term40:39 – Tax Strategy vs. Financing Readiness42:08 – Understanding What Your Business Is Really Worth42:40 – Turning Financial Data Into Better Decisions43:37 – Remote Employees and Multi State Tax Exposure45:52 – Closing Remarks The biggest lesson? The decisions you make early can have a major impact on the value you create later.Watch the full conversation and hear how experienced advisors think about building a stronger financial foundation for your business.

Returning guest Travis Slade, CPA and President of Uluru Advisors, joins the podcast to discuss tax planning and wealth-building strategies for dental practice owners. He shares insights on maximizing tax savings, evaluating new savings options for children, and creating long-term financial opportunities through practice ownership.  Episode highlights: Tax accountant vs. tax attorney: understanding the differences Common tax-saving opportunities dentists often miss Basic versus advanced tax planning strategies Understanding Trump Accounts, Roth IRAs, 529 plans, and UGMA/UTMA investment accounts for children Smart ways to build wealth for children through early investing and practice ownership Ready to thrive as a dentist and a mom? Join a supportive community of like-minded professionals at Mommy Dentists in Business. Whether you're looking to grow your practice, find balance, or connect with others who understand your journey, MDIB is here to help. Visit mommydibs.com to learn more and become a part of this empowering network today!

Real estate investors have more tax-saving strategies available than many realize. Tax attorney and investor Clint Coons joins Kathy Fettke to break down advanced strategies involving cost segregation, bonus depreciation, 1031 exchanges, land development, and charitable remainder trusts.   Clint also shares his take on the latest housing legislation and explains why smart tax planning should consider both the benefits you get today and what happens when it's time to sell.   Want to connect with Clint? Visit www.Realwealth.com/Clint   DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com.

Investing in private markets has become one of the most sought-after opportunities for sophisticated investors. But while venture capital has created extraordinary wealth for some investors, success isn't simply about finding the next great startup. That's why I'm excited to have Yotis Tonnelier on the podcast. Yotis is the co-founder and managing partner of YXS Capital, a venture capital firm focused on later-stage technology companies where he has delivered a 14.6x gross TVPI with zero losses across 14+ companies, and backed five unicorns including Mercury, Canva, and Wise.After exiting multiple businesses of his own, Yotis has developed a unique investment approach that combines the discipline of private equity with the growth potential of venture capital by helping identify high-quality companies long before they become household names.In this conversation, we discuss the growing role of secondary markets, the sectors Yotis believes offer the greatest long-term opportunities, and the principles that have shaped his investment philosophy throughout his career.In this episode, you'll learn: ✅ Why Yotis believes investing after product-market fit can dramatically improve your odds of success while still capturing venture-level returns.✅ How relationships, reputation, and trust helped him create access to some of the world's most sought-after private investments✅ Why aligning incentives between fund managers and investors may be one of the biggest competitive advantages in venture capital today.Show Notes: LifestyleInvestor.com/303Tax 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.

Ryan Carriere, a CPA specializing in real estate tax strategies, shares insights on common pitfalls, effective strategies like cost segregation and short-term rentals, and how high-income investors can optimize their tax planning. This episode is essential for real estate investors looking to maximize tax benefits and streamline their financial operations.   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   —--------------------

Hour 2 opens with commentary on summer travel, destination weddings, and West Coast weather conditions before examining national news headlines on The Shortlist, including U.S. Senator John Kennedy's political commentary, U.S. Navy maritime blockade enforcement along the Strait of Hormuz, and a $975 million Powerball jackpot drawing. In the St. Louis Morning Brief, local reporting focuses on a federal civil rights lawsuit filed against the Brentwood Police Department, criminal charges against a mother for a false Amber Alert report, an infrastructure failure involving a fallen gym scoreboard at O'Fallon Township High School, and St. Louis County Planning Commission public hearings on data center zoning regulations. In Segment 3, former Missouri State Senator John Lamping joins the broadcast to analyze the August 4 primary election results regarding Amendment 4 (initiative petition reform) and Amendment 5 (state income tax phase-out). Lamping evaluates statutory rate-reduction mechanisms, local personal property tax trade-offs, and public outreach strategies for Amendment 3 on the November general election ballot. Hour 2 concludes with Segment 4's In Other News, covering a Porter Airlines flight cancellation caused by an unbuckled seatbelt, a European bison incident in Poland, and the discovery of a 162-year-old Guinness bottle off the British coast. Hour Hashtags #JohnLamping #StLouisBrief #InOtherNews #MissouriAmendments #DataCenters #Powerball #StraitOfHormuz #GuinnessShipwreck Hour Guest List

On the August 11, 2026 edition of the Marc Cox Morning Show, hosts Marc Cox and Kim St. Onge deliver a comprehensive analysis of state political strategy, Second Amendment judicial victories, national primary election dynamics, and veteran advocacy. In Hour 1, Marc and Kim examine public commentary on Tucker Carlson's podcast interview with Hunter Biden, while analyzing White House proposals to adjust childhood combination vaccine schedules on The Shortlist. On Kim on a Whim, Kim breaks down emerging 6G Integrated Sensing and Communication (ISAC) wireless biometric tracking technologies, evaluating data privacy guardrails alongside municipal oversight of Flock license plate reader networks. In Hour 2, the hosts review local civil rights lawsuits, false Amber Alert hoax charges, and St. Louis County data center zoning regulations during the St. Louis Morning Brief. Former Missouri State Senator John Lamping joins the program to analyze the primary election defeats of Amendments 4 and 5, outlining statutory mechanisms for state income tax reduction and grassroots campaign strategy for Amendment 3 on the November general election ballot. In In Other News, the hosts highlight a Porter Airlines flight cancellation caused by an unbuckled seatbelt and the recovery of a 162-year-old Guinness bottle off the British coast. In Hour 3, Marc and Kim evaluate Secret Service decoy flight operations used to protect President Donald Trump, followed by an analysis of 34,000 text messages recovered from former NIAID Director Dr. Anthony Fauci's government phone regarding early 2021 vaccine safety risks. Gold Star father Mark Schmitz details The Freedom 13 initiative, outlining plans to construct 50-state recreational healing camps for veterans and first responders, beginning with its 171-acre facility in Bourbon, Missouri. In Kim on a Whim, Kim examines medical testimony and electronic health record tracking gaps in the Lindsay Clancy murder trial. In Hour 4, Gun Owners of America Florida State Director Luis Valdes opens 2A Tuesday to detail a landmark federal court ruling (Silencer Shop Foundation v. ATF) striking down NFA registration mandates for zero-taxed suppressors. RNC Regional Director Zack Kraft joins the show to analyze 2026 midterm primary field strategy in Wisconsin and South Carolina, campaign finance contrasts with the DNC, and domestic manufacturing growth. Guest Ryan Wiggins critiques Democratic Socialists of America (DSA) national platform proposals and reviews an essay exposing non-profit homeless shelter management in Los Angeles, before wrapping the broadcast with family vacation logistics and theme park hospitality standards. Full Show Hashtags #MOpol #JohnLamping #2ATuesday #LuisValdes #GOA #SecondAmendment #NFA #ZackKraft #RNC #MarkSchmitz #TheFreedom13 #RyanWiggins #StLouisNews #ConservativeRadio #Election2026 Master Guest List John Lamping (Former Missouri State Senator)

Most people believe with no job their tax bill will go down in retirement. That is not always true. The question is, what can you do about it? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

What if retirement feels out of reach, but the real challenge is having a plan? Steve Hoyl and Derrick Caldwell discuss why many Americans believe they’ll work indefinitely, and how factors like income planning, budgeting, taxes, Social Security, Medicare, and investment strategy can shape retirement decisions. They share real-world examples, explain the value of understanding your options, and explore why retirement planning is often as much about behavior and preparation as it is about numbers. The conversation also highlights common obstacles, including debt, tax surprises, and uncertainty about what retirement should look like. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

In this Episode of the Secure Your Retirement Podcast, Radon discusses what really happens inside a personalized retirement financial plan, walking through the exact process our Director of Financial Planning and Tax Strategy, Taylor Wolverton, uses with every new client. This episode is built for anyone thinking seriously about financial planning for retirement, whether you're still working, already retired, or somewhere in the middle trying to figure out how to retire without losing sleep over the numbers. Retirement planning strategies only work if they're built on your real accounts and your real goals, not a rough guess, and that's exactly what this conversation breaks down step by step.Listen in to learn about how a real retirement financial plan gets built from the ground up: mapping every account into a single clear picture, laying out retirement income planning around Social Security and required minimum distributions, and using a retirement spending plan to test what you can actually afford, including the big goals you've been putting off. If you're doing financial planning after 60 and wondering whether your retirement investment strategy and retirement cash flow can support the life you actually want, this episode shows you how that question gets answered with real numbers instead of guesswork.In this episode, find out:How a "blueprint" of your accounts reveals your true net worth, often higher than you'd guess in your headWhy retirement income planning has to map every source, Social Security, pensions, salary, and required minimum distributions, on its own timelineHow a retirement spending plan and goals section let you test big one-time expenses, like travel or a kitchen renovation, against your long-term numbersWhy a retirement financial plan gets projected all the way to age 90, and what a rising or falling balance actually tells youHow conservative assumptions on returns and inflation give your retirement checklist room to work even if the market underperformsTweetable Quotes:"I don't care how much money people have. They think they're going to run out." - Radon Stancil"It is hard for people to go from saving, saving, saving to spending, spending, spending, and it can be a scary transition." - Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this episode, Michael Hoffman of Cost Seg Property shares insights into cost segregation, a powerful tax strategy for real estate investors. Discover how this IRS-approved methodology can significantly reduce tax liabilities and boost investment returns. In this episode, Michael shares insights into his business, investment strategies, and the importance of education and sales in scaling operations. Discover how strategic moves like relocating to Puerto Rico and expanding sales can transform your 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   —--------------------

Jim and Chris discuss listener emails on Social Security spousal benefits, a listener PSA on HSA tax strategies and treasuries, and inherited IRA RMD rules for minor beneficiaries. (9:00) A listener asks about qualifying for spousal benefits after a lengthy separation, since both spouses are now retired but remain legally married. (28:15) The guys share a listener PSA on tax strategies involving harvesting HSA-eligible expenses, including Medicare B and D premiums, as a tax-free funding source, and on laddering treasury bills through Fidelity or Schwab instead of TreasuryDirect. (40:15) George follows up on inherited IRA rules for minor child beneficiaries, asking whether an eligible designated beneficiary can elect the 10-year rule instead of taking the stretch, which requires RMDs. The post Spousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632 appeared first on The Retirement and IRA Show.

Creativity is usually associated with artists, musicians, and filmmakers, not entrepreneurs and investors. People either have it or they don't... or at least that's what most of us have been led to believe. But today's guest expertly challenges that assumption and explains why creativity may be one of the most valuable wealth-building skills you can develop.Nick Nanton is a 24-time Emmy Award-winning director, producer, songwriter, and entrepreneur who has directed more than 75 documentaries featuring some of the world's most influential leaders, entertainers, and innovators. Through decades of storytelling and business building, he's developed a unique perspective on creativity, resilience, and success.In our conversation, we discussed the surprising lessons Nick learned from producing documentaries featuring world-class performers and entrepreneurs, the behind-the-scenes experiences that shaped his perspective while documenting anti-human trafficking missions, and why curiosity may be one of the greatest predictors of long-term success.In this episode, you'll learn: ✅ Why Nick believes creativity is simply the ability to see options where others see obstacles and why that mindset can transform your investing, business, and personal life.✅ How embracing the traits that make you different can become your greatest competitive advantage instead of something you feel pressured to hide or change.✅ Why serving others creates new opportunities, unlocks creativity, and helps you overcome scarcity by shifting your focus toward creating value for those around you.Show Notes: LifestyleInvestor.com/302Tax 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, you'll learn: Why college housing is often one of the largest out-of-pocket expenses for families How buying a property near your student's college may help build equity instead of paying rent The benefits of FHA "Kitty Condo" loans and low down payment financing options How 1031 exchanges can help families preserve and grow their real estate investments Potential tax advantages of owning student housing Whether a condo or single-family home makes the best investment for college students What to do if your student changes schools—or decides not to attend college How real estate can become part of a long-term family wealth strategy Questions parents should ask before investing in college housing College planning considerations that can help families minimize debt and maximize financial flexibility

28% of physicians say they don't earn enough for what their family needs. The lowest-paid specialty still makes $266,000. Medscape's 2026 physician compensation report surveyed roughly 6,000 doctors across 29+ specialties, and the numbers tell a stranger story than "doctors are underpaid." Average pay rose 3%, barely clearing inflation, and nine specialties were flat or down. Jimmy and Justin unpack what the data says about physician pay, negotiation, and the 40% side-gig statistic. What you'll learn: Why primary care averaged $298K and specialists $417K — and which specialties outpaced inflation What percentage of physicians negotiated their compensation, and how many just took what they were given Why "we don't negotiate" pay models push high performers out The paradox: 53% feel personally fairly paid, but 61% say the profession is underpaid What the 40% side-gig number reveals about autonomy and moral injury Resources mentioned: Money Meets Medicine Disability — moneymeetsmedicine.com/disability Need a new CPA or a better Tax Strategy? Get a 10% discount when working with Gelt, the tax strategy team that Jimmy Turner uses: https://moneymeetsmedicine.com/Gelt Medscape Physician Compensation Report 2026 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Tax Strategy Every W2 Worker Needs | Casey Gregersen reveals how high-income W2 employees can legally reduce their tax burden while building long-term wealth through real estate. In this episode of the Real Estate Masters Podcast, Casey Gregersen breaks down cost segregation, bonus depreciation, the short-term rental loophole, and why most professionals overpay in taxes simply because they don't know their options. He also shares lessons on scaling a real estate business, managing risk, building banking relationships, and creating financial freedom through smart investing. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv Instagram -   / tonyjavier.tv Facebook Personal -   / tonyejavier Facebook Business -   / realtonyjavier ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms. When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes. Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

Hour 4 opens with Marc Cox and Kim St. Onge assessing Primary Election Day voter turnout across Missouri, reviewing advance voting metrics and addressing last-minute voter questions surrounding Amendment 5. Field reporter Hugh St. Onge checks in live from the St. Louis County Government Center with polling place updates, reflecting on civic duty and military sacrifice. Missouri State Senator Nick Schroer joins the broadcast to dismantle opposition claims against Amendments 4 and 5, outlining how constitutional protections keep out-of-state special interest funding out of state policy while revealing conservative contingency plans to pursue statutory income tax cuts if Amendment 5 fails. The hour wraps up with Bob from Retirement Advisory Group discussing financial strategies to shield retirees from market swings. Hour Hashtags #ElectionDay2026 #MOpol #VoteYesOn4 #VoteYesOn5 #NickSchroer #TaxReform #RetirementPlanning Hour Guest List Hugh St. Onge (Field Reporter) Nick Schroer (Missouri State Senator) Bob (Retirement Advisory Group)

New Trump accounts are now open for enrollment, and the question we're hearing from clients isn't whether they're worth considering. It's how they stack up against the accounts families have already been using for years, 529 plans, UTMA and UGMA custodial accounts, brokerage accounts, and Roth or traditional IRAs for kids. This episode is the follow-up to our first Trump accounts conversation, and it's the one to listen to if you're trying to figure out which account, or which combination of accounts, actually fits your family's goals.Taylor Wolverton, our Director of Financial Planning and Tax Strategy, joins Murs Tariq again to walk through each option side by side. They cover contribution limits, tax treatment, distribution restrictions, and the one detail about Roth IRAs that most social media advice leaves out entirely. There's no single best account here, and that's the point. The right strategy usually combines two or three of these tools, and this episode gives you the framework to figure out which ones belong in yours.In this episode, find out:Why Trump accounts don't require your child to have earned income, and how that changes the math compared to a Roth IRAHow the Trump-account-to-Roth conversion works once your child turns 18, and why timing it right could mean decades of tax-free growthWhat's changed about 529 plans that makes them far more flexible than the version most parents remember, including the new Roth rollover optionThe real trade-off behind UTMA and UGMA custodial accounts, and why control matters more than most families realize until it's goneThe one requirement missing from nearly every "open your kid a Roth IRA" post you see online, and what to do about it if your kids aren't earning yetTweetable Quotes:"There's not one that's just like, quote unquote, best. It really depends on what your goal is with these accounts and what you're trying to accomplish." — Taylor Wolverton"The Trump account kind of helps you navigate building that wealth without having to worry as much about earned income." — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

Justin explains his journey from working in group benefits to founding Elevated Tax Strategies, which collaborates with business owners and their CPAs to identify specialized tax savings opportunities often overlooked by generalists. He describes how they help clients save tens or hundreds of thousands, and in some cases millions, of dollars through legal tax strategies and incentives that require specialized expertise. The discussion touches on the types of businesses that would benefit most from these services. Justin explains the challenges of capital gains taxes for business owners and real estate investors, highlighting how states are becoming more aggressive in taxation. He detailed 1031 exchanges for real estate and described a similar strategy using Section 453 for businesses and other assets, which allows for tax-deferred reinvestment without the same restrictions as 1031 exchanges. Justin notes that these strategies can help preserve capital and allow for diversification beyond real estate, with business owners often not needing the full sale proceeds immediately and wanting to preserve wealth for future use or legacy purposes. He covers tax-deferment strategies for business sellers, particularly using Section 453 structures to defer capital gains taxes. He describs how business owners can capture sale proceeds into an entity (trust or LLC) to pay taxes gradually over time rather than upfront, allowing the full sale amount to work for the owner's long-term financial goals. Justin clarifies that while the minimum gain needed is around $500,000 for the strategy to be worthwhile, the structure can accommodate multiple transactions and provides flexibility in managing both investments and income distributions.Justin can be reached at justin@elevated.tax.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our blog pages with new posts weekly.https://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

Stop Thinking About Taxes Only at Filing Time Most investors think about taxes after the year is over. Terry Judge explains why the biggest opportunities happen long before tax season arrives. In this conversation, Terry shares how paying high taxes pushed him from being a passive real estate investor into becoming an active partner in development projects. He explains how that transition created new tax planning opportunities while helping him gain valuable experience in real estate. The discussion also covers cost segregation, real estate professional status, bonus depreciation, and how specialty tax planning can uncover savings that many investors never realize are available. Terry also shares examples from his own development projects and explains why working with tax specialists alongside your CPA can make a meaningful difference. Key Topics Why Terry moved from passive investing into active development How cost segregation creates accelerated depreciation Material participation and active investing Real estate professional status Current hotel and daycare development projects Working alongside CPAs for proactive tax planning R&D tax credits for qualifying businesses Guest Information Terry Judge is the owner of Core Advisors, a nationwide specialty tax firm focused on cost segregation studies and R&D tax credits. He also actively invests in real estate development projects while helping investors identify tax saving opportunities discussed in the episode. Website: coreadvisors.net Email: TerryJudge@CoreAdvisors.net Call to Action Visit Core Advisors for a free savings analysis or reach out to Terry directly by email to discuss your investment or business tax strategy.

You saved diligently for decades. But the tax bill waiting inside your IRA may be larger than you think, and it can grow every year.Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3Sy2vxlWant to go deeper? Download the Tax Strategies for Retirement guide at MerkleTaxGuide.comIn this episode, Loren Merkle, Molly Nelson, and Chawn Honkomp break down why taxes catch so many retirees off guard and what you can do about it now. They cover why money sitting in a 401(k) or traditional IRA is not yours to keep in full.They also walk through Required Minimum Distributions (RMDs), which force you to take money out of your accounts whether you need it or not, and what that does to your tax bill over time. Loren walks through an illustrated example showing how one intentional Roth conversion strategy saved a pre-retiree over $110,000 in retirement taxes.The episode also covers what the national debt could mean for future tax rates, why Social Security timing affects your taxes more than most people realize, and how looking at your retirement accounts in three separate buckets gives you real choices about what you pay in taxes each year.--Loren Merkle, CFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Chawn Honkomp, CFP®, RICP®, Certified Financial Fiduciary®, CPA® https://merkleretirementplanning.com/staff-members/chawn-honkomp/Molly Nelson, Host of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/--This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

The Wealth Preservation Architecture: Deferring Capital Gains Tax and Maximizing Exit Equity with Brett SwartsIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Brett Swarts, the Founder and CEO of Capital Gains Tax Solutions, to examine the severe tax liabilities that threaten high-net-worth business exits and real estate transactions. Brett, a leading wealth preservation strategist, commercial real estate expert, and author of Building a Capital Gains Tax Exit Plan, details how traditional tax-deferral mechanisms like the 1031 exchange frequently limit investor flexibility and expose assets to market volatility. This conversation provides a comprehensive, data-backed operational guide for founders, real estate investors, and M&A advisors who want to legally defer 33% to 40% in combined capital gains taxes, retain capital compounding power, and construct flexible, long-term estate planning frameworks using the Deferred Sales Trust (DST).The Asset Preservation Paradigm: Unlocking Compound Growth and Flexible Liquidity Through Deferred Sales TrustsThe primary operational oversight committed by founders and real estate investors during an asset liquidity event is delaying tax-deferral architecture until after a transaction closes. In high-tax jurisdictions where combined federal, state, and depreciation recapture taxes routinely consume 33% to 40% of net profits, selling an appreciated asset without an established exit structure results in an immediate, permanent destruction of capital. While many investors default to a traditional 1031 exchange to defer real estate taxes, this rigid framework forces buyers into strict 45-day identification windows and 180-day closing deadlines, often compelling them to overpay for replacement properties in inflated markets. Implementing an installment sale framework via a Deferred Sales Trust before closing removes these rigid timelines entirely, allowing the full proceeds of a business or real estate sale to be reinvested into diversified stocks, bonds, or new entrepreneurial ventures tax-deferred.Executing a Deferred Sales Trust requires a disciplined structural pivot where the seller transfers ownership of the business or real estate asset to an irrevocable third-party trust in exchange for a customized promissory note. The trust subsequently executes the final transaction with the end buyer, receiving cash proceeds while issuing structured, tax-deferred note payments to the original seller over a multi-year horizon. Because capital gains taxes are triggered only on the principal payments actually received by the seller, the remaining capital inside the trust compounds tax-deferred at its full value. This strategic separation of asset ownership from liquidity streams allows high-net-worth founders to secure predictable passive income, diversify their wealth out of concentrated positions, and maintain strategic influence over investment allocations without incurring immediate tax penalties.Furthermore, leveraging specialized trust structures provides enterprise leaders with critical ancillary benefits, including robust asset protection against future litigation and the systematic reduction of estate tax liabilities. As the global market prepares for unprecedented multi-trillion-dollar wealth transfers driven by retiring business owners, financial advisors, brokers, and CPAs who master advanced capital gains tax-deferral strategies gain a massive competitive advantage. By offering clients viable alternatives to strict 1031 exchanges or immediate tax hits, advisors can unlock trapped equity, preserve multi-generational wealth, and build long-term client retention. When early tax planning, rigorous legal compliance, and flexible trust administration are synthesized into a single exit architecture, business owners eliminate transactional drag, shield their capital, and predictably maximize their enterprise equity.About Brett SwartsBrett Swarts is the Founder and CEO of Capital Gains Tax Solutions, a commercial real estate veteran, an international speaker, and an expert in capital gains tax-deferral frameworks. Drawing from years of hands-on experience facilitating complex real estate transactions and business exits, Brett specializes in helping high-net-worth individuals navigate tax traps and preserve wealth. He is the author of Building a Capital Gains Tax Exit Plan (featuring a foreword by Shark Tank's Kevin Harrington) and host of the Capital Gains Tax Solutions Podcast, dedicated to helping business owners and advisors unlock financial freedom through advanced trust structures.About Capital Gains Tax SolutionsCapital Gains Tax Solutions is an elite corporate tax advisory firm and wealth preservation agency engineered to help real estate investors, business founders, and high-net-worth individuals legally defer capital gains taxes. The company specializes in delivering customized Deferred Sales Trust (DST) frameworks, exit strategy coaching, estate tax planning, and advisor partnership programs. Through structured legal compliance, third-party trust administration, and comprehensive wealth strategy blueprints, Capital Gains Tax Solutions enables sellers across complex asset classes to eliminate tax friction and maximize their net-worth compounding potential.Links Mentioned in This EpisodeCapital Gains Tax Solutions Official Website: capitalgainstaxsolutions.comBrett Swarts on LinkedIn: linkedin.com/in/brett-swartsKey Episode HighlightsThe Pre-Close Timing Rule: Why exit planning must be executed prior to closing a transaction to legally defer capital gains liabilities and protect wealth.Overcoming the 1031 Exchange Bottleneck: Utilizing the Deferred Sales Trust to bypass strict 45-day identification windows and reinvest in non-real estate asset classes.The Installment Sale Mechanics: Deferring 33% to 40% in combined federal and state taxes by selling assets to a trust in exchange for a structured promissory note.Multi-Generational Estate Tax Protection: Shielding large transaction proceeds from estate taxes and creditors while setting up seamless inheritance structures for heirs.The $124 Trillion Advisory Opportunity: Equipping financial advisors, M&A brokers, and CPAs with advanced tax-deferral strategies to win high-net-worth B2B clients.ConclusionThe conversation with Brett Swarts underscores that maximizing the value of a business exit or real estate sale is an intentional architectural process rather than a post-transaction accounting exercise. By standardizing internal exit governance, replacing rigid exchange models with flexible trust structures, and acting well before the deal closes, business leaders can transform a massive tax burden into a highly structured, self-sustaining wealth preservation engine.More from The Thoughtful Entrepreneur

In this episode, Kc Chohan shares his expertise in tax strategy, real estate investing, and leveraging AI for business growth. Discover actionable insights on maximizing profits, avoiding common mistakes, and future-proofing your 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   —--------------------

Building wealth is about much more than saving money or investing in the stock market. In this conversation, Loral Langemeier shares the wealth building strategy that has guided thousands of entrepreneurs toward greater financial success through business ownership, mentorship and strategic planning.She explains why many people unknowingly overpay taxes, why traditional financial advice often leaves important gaps, and how integrating experts such as CPAs, attorneys and financial professionals creates a stronger wealth building strategy than relying on disconnected advisors.Loral also discusses the importance of creating a business, monetizing your expertise, building the skills to generate cash flow and surrounding yourself with experienced mentors as your wealth building strategy focused on making money, investing wisely and building long-term wealth.Loral's Takeaways:Introduction and Overview of Laurel Langemeier (00:00)Laurel's Career Journey and Achievements (02:28)The Big Table and Millionaire Maker Program (04:37)Integrated Wealth Systems and Financial Strategy (08:24)Entrepreneurship vs. Corporate Life (18:47)Tax Strategy and Financial Planning (21:49)Practical Steps for Building Wealth (23:28)The Millionaire Intensive Program (24:14)Conclusion and Call to Action (27:15)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

One of the great ironies of entrepreneurship is that the very business meant to create freedom often becomes the thing that takes it away. When every decision, every approval, and every problem flows through the founder, the business becomes another demanding job instead of the wealth-generating asset that creates the freedom and lifestyle it was meant to provide.That's why I'm excited to welcome Jay Bourgana to the podcast. Jay is an entrepreneur, business acquisition expert, investor, and founder of Acquisition Collective. After building and exiting multiple companies, Jay has spent years helping entrepreneurs acquire, scale, and operate cash-flowing businesses while creating systems that allow owners to build real wealth without becoming trapped inside their companies.In our conversation, we discuss why people—not systems—are often the biggest constraint on growth, how to build businesses that create freedom rather than dependency, and why developing future leaders, investing with simplicity, and passing down core values matter far more than simply accumulating wealth.In this episode, you'll learn: ✅ Why acquiring established cash-flowing businesses can dramatically accelerate financial freedom while avoiding many of the risks of starting from scratch.✅ How to identify when you've become the bottleneck in your own business and the leadership systems that create freedom without sacrificing growth.✅ Why true legacy has less to do with transferring wealth and more to do with teaching your children resilience, responsibility, financial literacy, and purposeful living.Show Notes: LifestyleInvestor.com/301Tax 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.

Tax planning isn't just about saving money—it's about building lasting wealth. Join us on Spaghetti on the Wall as we sit down with Carl F. Worden III, nationally recognized Tax Deferral Strategist, bestselling author, and educator, to discuss how entrepreneurs, investors, and business owners can legally reduce taxes, preserve more of their income, and create long-term financial success through strategic planning.Connect with Carl F. Worden IIIFacebook: https://www.facebook.com/carl.worden?locale=en_GBLinkedIn: https://www.linkedin.com/in/carlwordenWebsite: https://www.defertax.com/tax-deferral-consultants/carl-worden

In this episode, Jose Garcia Venegas, founder of Pacific Crest Tax Advisors, shares expert insights on proactive tax strategies for real estate investors, the importance of documentation, and scaling a tax advisory business. Discover actionable tips to optimize your tax position and grow your portfolio 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   —--------------------

Catrina M. Craft, a top-tier tax strategist, shares essential insights on avoiding common tax mistakes, structuring your business effectively, and the importance of proactive planning to protect your assets and maximize wealth.“Inaction is really dangerous because what happens is it just builds up, it compounds.”Chapters00:00 Risks of Asset Seizure and Frozen Accounts01:09 Introduction of Katrina Kraft and Episode Overview02:21 Misconception: Tax Professionals Save You Money03:44 The Role of a Tax Strategist in Planning05:07 Importance of Business Structure and Goals07:20 Holistic Approach to Business Formation and Strategy09:57 Common Frustrations of Entrepreneurs11:16 The Limitations of AI and the Importance of Human Expertise13:21 Using AI Tools Responsibly in Tax Planning15:45 The Dangers of Paralyzing Fear and Not Filing17:08 Consequences of Not Filing Taxes and Asset Seizure18:36 How to Connect with Katrina for Tax Strategies“If you need help, pay for that because it's cheaper to pay for help than to pay the IRS those penalties and interests.”Additional Key Takeaways*Differences between bookkeepers, CPAs, and tax strategists*Avoiding Tax Seizures: Protect Your Assets Now*The importance of proactive tax planning*Risks of not filing taxes and how to avoid penaltiesEPISODE #1/10: Unlocking Tax Strategies for Entrepreneurs: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: Unlocking Home Office Deductions February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: Hidden Tax Strategies Revealed: March 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedEPISODE #4/10: Strategic Family Travel & Tax Benefits: June 10, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Sponsor: ComingAlive PodcastProduction.com (Download your Podcast Launch Checklist for only $1 here)Music Credits: Copyright Free Music from Adventure by MusicbyAden.

Chris Pierce and Sean Graham from Maven Cost Segregation discuss the application of cost segregation in real estate investing. They explore how cost segregation can benefit both passive and active investors by accelerating depreciation to offset taxes. The conversation covers the differences between passive and active losses, the importance of real estate professional status, and strategies like the short-term rental loophole. They also touch on the nuances of syndications and how limited partners can benefit from depreciation losses. Sean Graham, CPA Maven Cost Segregation Tax Advisors Based in: Detroit Metropolitan Area Where to find them: https://www.linkedin.com/in/sean-graham-cpa/ mavencostseg.com Chris Pierce Account Executive of Maven Cost Segregation Tax Advisors Based in: Salida, Colorado Where to find them: https://www.linkedin.com/in/pierce-christopher/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices

This isn't a “good” housing market for anyone. Affordability remains a major barrier to homeownership. Sellers aren't getting what they want for their homes. Now, builders are signaling that the current housing shortage could get even worse. It's bad news for aspiring homeowners, but could it finally put a floor on this housing market correction?   This week's headlines highlight how affordability challenges are reaching every corner of the housing market—not just for buyers. A perfect storm of high interest rates, stagnant home prices, and rising material and labor costs is putting builders under pressure, too. As a result, housing starts and single-family home completions have reached their lowest levels since 2020. But could this slowdown ultimately limit how far home prices can fall?   At the same time, there are other factors keeping homes off the market—like a potential capital gains tax problem discouraging many baby boomers from listing their homes for sale. Meanwhile, house flippers are worried about another tax coming down the pipeline that could eat into even more of their profits. Everyone's feeling the squeeze, but could these pressures causing the market to bend be the same forces that prevent it from breaking? In This Episode We Cover Why the single-family market correction may have just found its floor Why many homebuilders are building less amid a national housing shortage Whether we should raise the capital gains tax exclusion for homeowners A new tax that could cost house flippers even more of their margins Three issues that are potentially contributing to a stagnant housing market And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets Sign Up for the Investor Brief Newsletter Find an Investor-Friendly Agent in Your Area Flippers Supplied 2x More Starter Homes Than Builders in 2025 Dave's BiggerPockets Profile Henry's BiggerPockets Profile James' BiggerPockets Profile Kathy's BiggerPockets Profile CRE Daily: US Housing Starts Slow, Giving Apartments Room to Recover AEI Housing Center: Capital Gains Rules on Home Sales and Senior Homeowner Lock In The Real Deal: “The math has stopped working”: NYC home flipping drops as state legislators propose new tax Grab The Book on Tax Strategies for the Savvy Real Estate Investor Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and https://www.biggerpockets.com/blog/on-the-market-446. Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

#332 In this episode, Billy shares practical insights on managing taxes effectively for gym owners and fitness entrepreneurs. Learn how proper bookkeeping, strategic planning, and understanding deductions can save you thousands and set your business up for sustained success. Key topics covered: The story of a gym owner with a six-figure tax bill due to neglected filings The importance of regular bookkeeping and maintaining accurate financial records Why waiting until tax season to start planning is a costly mistake The risks of commingling personal and business finances How to focus on profitability rather than chasing every deduction Strategies to get current on back taxes and avoid penalties Practical steps: setting up a separate tax savings account, reviewing entity structures, and planning retirement contributions Understanding how taxes relate to business KPIs and overall profitability The danger of buying assets solely for tax deductions without considering cash flow impact The value of working with your accountant throughout the year, not just at tax time Resources: Your Fitness Money Coach Connect with Billy: IG Website contact form Stay ahead of costly tax mistakes. Implement these strategies today to improve your profitability and peace of mind.  

What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all “magic number.” The conversation also explores fiduciary guidance, tax diversification, and why replacing your paycheck matters more than comparing your savings to someone else’s. 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.

Retirement may be the biggest trip of your life—but have you planned the journey or are you hoping everything works out when you arrive? In this episode, Brandon Bowen explains why retirement planning requires more than simply reaching a savings goal. The conversation covers Social Security timing, tax strategies, investment allocation, retirement income planning, and common blind spots that can catch retirees off guard. Learn how having a well-defined retirement roadmap can help you evaluate key decisions before leaving the workforce and why preparation often matters as much as the destination itself. 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.

Could one financial decision undo decades of retirement savings? JoePat Roop discusses why chasing headlines, market trends, and shiny investment opportunities can distract from what matters most. From Social Security strategies to 401(k)s, taxes, healthcare costs, and retirement income planning, he explains why a comprehensive plan beats speculation. 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 of the Secure Your Retirement Podcast, Radon and Murs discuss Trump Accounts with Taylor Wolverton, our Director of Financial Planning and Tax Strategy, breaking down exactly how do Trump Accounts work, who qualifies, and why this new option for Trump Investments is quickly becoming part of the conversation around saving for children and investing for grandchildren. Retirement planning has always started with the accounts you already know, but these works differently, and if you're building a family financial planning strategy or looking for financial gifts for grandchildren, it's worth understanding before you decide whether it belongs in your plan.Listen in to learn about the eligibility rules, the contribution limits, and the one-time $1,000 government deposit that applies to certain children. Radon and Murs also walk through a Roth conversion strategy hiding inside these accounts, one that turns a simple child investment plan into a genuine tool for building generational wealth. Whether you're deep into your own retirement tax planning or just starting to think about a retirement checklist for your family, this episode connects a brand-new account to the same retirement tax strategies you may already be using in your own retirement financial plan.In this episode, find out:What a Trump Account is, who's eligible, and how the application process actually worksThe contribution rules, including the $5,000 annual limit and the one-time $1,000 seed deposit for eligible childrenHow employer contributions work and why they don't add to your taxable incomeThe Roth conversion strategy that can turn contributions into a tax-free retirement account for your childWhen money can be withdrawn, and the penalties to know about before that ageTweetable Quotes:"There's zero money to us in setting up a Trump account. We just wanted to talk it through, because there are real benefits people can take advantage of." - Radon Stancil"There's not many ways you can get a thousand dollars tax-free. If someone was born between 2025 and 2028, it seems like a no-brainer." - Murs TariqResources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

Send us Fan MailDiscover powerful tax strategies that actually work for your small business and private practice with expert CPA Mark Martukovich. Learn how proactive planning can save you money, leverage your business as an investment, and avoid common pitfalls. This episode dives deep into overlooked deductions, entity structuring, and smart financial moves that can significantly boost your bottom line and ensure you're not paying more than you need to. Get ready to transform your approach to taxes and cultivate lasting financial success for your business.What You'll Learn:Why proactive tax planning is more critical than a reactive approach.How to properly utilize the home office deduction without fear of audits.Advanced strategies for retirement planning and stacking within your business.The truth about business vehicle deductions and how to avoid common mistakes.The benefits of adopting an S corporation entity structure for tax savings.An in-depth explanation of the "Augusta Rule" and how to apply it ethically.The importance of showing profitability for the future sale of your business.Don't miss these actionable insights to optimize your tax situation and unlock your business's full financial potential! #TaxStrategies #SmallBusinessTax #PrivatePractice #TaxPlanning #EntrepreneurshipMark Martukovich is a Certified Public Accountant and Managing Partner of Business Advisory and Accounting Partners (B.A.A.P.), a firm known for turning accounting from an expense into a strategic investment. With over 25 years of business development and consulting experience, and a career that spans public accounting, corporate leadership, and commercial banking, Mark brings a board-level advisory perspective to every client relationship.Mark began his career in 1989 as a staff accountant in Cleveland, Ohio, after graduating from The University of Akron with a degree in accounting. His early work in public accounting was followed by senior leadership roles in business development, where he helped organizations scale, implement technology solutions, and open new markets.In 2004, Mark transitioned into commercial banking, spending a decade advising small and mid-sized companies in the Tampa Bay area. His banking experience gave him a deep understanding of how lenders view business performance, insight he now uses to help clients prepare for financing, expansion, and eventual ownership transition.Since joining BAAP in 2010, Mark has been the driving force behind the firm's business advisory consulting model, which combines:Tax efficiency strategies that are designed around each client's long-term goals.Operational and financial analysis to improve profitability and resilienceSuccession and exit planning that helps owners turn their business into a true retirement asset.Mark is a recognized leader in the accounting profession. He serves as a featured speaker for Thomson Reuters' Partner Summit: Moving Your Practice Forward, where he trains other CPAs on transitioning from compliance-focused work to becoming proactive business advisors. He also served on the Board of Directors of the SPCA Tampa Bay from November 2019 until January 2025, reflecting his commitment to community leadership.http://busadvisory.com https://www.facebook.com/BusinessAdvisoryAndAccountingPartners https://www.youtube.com/@business-advisory Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

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

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here:  https://youtu.be/7lpp3XXiDyQ=======================Two people retire on the same day. Same savings, same investments, same effort over 30 years of working. A few years later, one of them has a lot more money than the other.It's not because of a better stock pick or a lucky year in the market. It comes down to five strategies almost nobody knows exist, and none of them require changing your life or taking on more risk.We're going to cover:- why a client giving $5,000 a year to charity was getting a zero dollar tax benefit for it, and the one move that changed that completely- the stock someone bought for $5,000 twenty years ago that's now worth $150,000, and why selling it outright would be a mistake- why only looking at this year's tax bill is quietly costing people tens of thousands over their lifetime- the client planning to leave 20 percent of his estate to charity, and the $600,000 decision that changed what everyone actually walks away with- what almost nobody thinks to check inside their own 401(k) before rolling it over- why 196 companies in the S&P 500 lost money in 2025 even though the index was up 18 percent, and how that becomes a tax strategy--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

While successful entrepreneurs love to celebrate wins and share their lifestyle on social media, the failures and setbacks that come before the victories rarely ever see the spotlight online. The reality is that those difficult moments often contain the most valuable insights about leadership, investing, relationships, and life. And that's the goal for today's podcast.I'm thrilled to welcome my friend Cameron Herold back on the podcast. Cameron is the founder of COO Alliance, a world-renowned business growth coach, and the former COO of 1-800-GOT-JUNK, where he helped scale the company from $2 million to over $100 million in revenue. In this conversation, Cameron pulls back the curtain on some of the biggest failures and challenges of his entrepreneurial journey. From nearly bankrupting 1-800-GOT-JUNK and suffering a nervous breakdown during the dot-com crash to losing friendships by being hyper-focused on business growth and nothing else, Cameron shares the lessons that transformed how he approaches business and life.We also discuss the dangers of taking yourself too seriously as a leader, why entrepreneurs need hobbies and interests outside of work, how to teach the next generation about investing, and the simple financial principles Cameron uses to build long-term wealth.In this episode, you'll learn: ✅ Why Cameron believes entrepreneurs need to share failures more openly and how some of his biggest mistakes became the foundation for future success.✅ What happened when Cameron's doctor told him he was clinically redlining with a 95% chance of a heart attack and the wake-up call that completely changed how he approaches work, health, and life. ✅ The realization that Cameron's entire identity was about work and how that insight reshaped the way he spends his time and measures true wealth today. Show Notes: LifestyleInvestor.com/300Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore the concept of family offices, tax strategies, and how innovative financial planning can benefit real estate investors and professionals. Cathi Korelin shares her expertise on making family offices accessible to the average person and the opportunities presented by AI in the tax industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

One conversation can change the trajectory of your life. Whether you're building a business, growing your wealth, or navigating a major life transition, the people you surround yourself with often determine the opportunities available to you and the outcomes you create.That's why I'm excited to welcome Chip Paucek to the podcast. Chip is a serial entrepreneur, co-founder and CEO of Pro Athlete Community (PAC), one of the world's largest private membership organizations for professional athletes. PAC was founded on the belief that professional sports should be a first chapter rather than a final destination, and provides athletes with the resources, community and relationships they need to thrive in business, leadership, investing, and life after the game. After building 2U from a startup into one of the largest online education companies in the world, which approached $1 billion in revenue, Chip set out to help athletes successfully navigate life after sports by creating a community focused on leadership, relationships, business growth, and personal development.In our conversation, Chip shares the mission behind Pro Athlete Community, the challenges many athletes face after retiring from sports, and the systems they've created to connect athletes with world-class entrepreneurs, investors, and mentors.In this episode, you'll learn: ✅ How one meaningful relationship can completely change the trajectory of your life and career. ✅ How elite athletes apply grit, discipline, and resilience to succeed long after their playing careers end.✅ The importance of trust, authenticity, and continuous learning as essential building blocks to create long-term success and fulfillment.Show Notes: LifestyleInvestor.com/299Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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