Podcasts about tax strategies

What should you do with an unexpected inheritance—or one you know is coming? In this episode, Brandon Bowen walks through how to turn a windfall into long-term financial strength. From income planning and tax strategies to Roth conversions and growth-focused portfolios, he shares real-life stories and practical steps to help you make smart, confident decisions. Whether you’re navigating a recent inheritance or preparing for one in the future, this episode is packed with insight to help you make the most of it. 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.

The Future of Digital Marketing | Interview with Brook Shepard The Entreprenudist Podcast https://entreprenudist.com In this must-watch interview, Brook Shepard — Founder & CEO of Mason Interactive — unpacks the future of digital marketing and how brands can scale smartly in today's fast-changing world. We cover the powerful intersection of creativity and analytics, the real impact of AI on advertising, and what it really takes to grow a brand from $0 to $40M. Whether you're a marketer, entrepreneur, or business leader, Brook shares proven strategies you won't want to miss. 

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs using the Smith Manoeuvre actually the smartest strategy for your family's financial future—or just a well-known tactic that needs deeper thought?If you're earning a strong income, filling up your RRSPs, and asking “now what?”, you're not alone. Many high earners in Canada hit a ceiling when it comes to traditional tax-advantaged accounts—and they're left wondering how to structure their wealth more efficiently. In this episode, Kyle Pearce and Jon Orr walk through a real listener case study that exposes the blind spots, tax traps, and strategic decisions facing Canadian professionals trying to hit their retirement goals without losing half their income to taxes.You'll discover:Why simply maximizing your RRSP isn't enough—and how to think beyond the basicsThe real pros and cons of using the Smith Manoeuvre in your name vs. your spouse'sHow to balance today's tax savings with tomorrow's income-splitting strategy for retirementReady to move from tax confusion to tax confidence? Hit play and learn how to make smarter wealth-building moves with the income you've already got.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Unlocking financial freedom in Canada starts with more than just saving—it demands a strategic blend of wealth optimization, tax-efficient investing, and a clear financial vision setting that aligns with your lifestyle and goals. Whether you're a high-income earner, entrepreneur, or family focused on building long-term wealth in Canada, understanding tools like the Smith Maneuver, RRSP optimization, and capital gains strategies is essential. This episode explores how smart investment structures, corporate wealth planning, and personal vs corporate tax planning cReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

What if you could stop chasing one-time sales and build a business that pays you again and again—predictably, reliably, and without the hustle? That's exactly what today's guest, Stu McLaren, has helped thousands of entrepreneurs achieve.As the co-founder of Membership.io and creator of The Membership Experience™, Stu is one of the world's leading membership experts. He's spent the last 16+ years helping entrepreneurs turn what they know and love into thriving membership businesses that generate recurring revenue and real freedom. And now he's packed everything he's learned into a new book called Predictable Profits.In our conversation, Stu breaks down what actually works when it comes to memberships—what keeps people around, what makes them leave, and how to build something that lasts. No fluff, no hype—just real strategies that actually move the needle.In this episode, you'll learn: 1.) Why the membership model is the ultimate path to predictable profits—and how it can boost your business valuation, create lifestyle freedom, and unlock compounding revenue over time.2.) The success path framework that will give your members clarity and direction—so they avoid overwhelm, stay engaged longer, and actually get results.3.) How to 3x the lifetime value of your members by optimizing their first 30 days with one simple onboarding strategy.Show Notes: LifestyleInvestor.com/249Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Pro Show, host Erika interviews Bruce and Edith Edwards, founders of Eden Elevations. They share their unique journey into real estate investing, emphasizing their community-centric approach to property investment. The conversation covers their strategies for building relationships, lessons learned in deal structuring, navigating challenges, and effective tax strategies for W-2 income. They highlight the importance of creating win-win scenarios for all stakeholders involved and their commitment to enhancing communities through their investments. 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   —--------------------

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post How your tax strategies may change with the Big Beautiful Bill. appeared first on On The Money Podcast.

Is your portfolio as hot as the summer heat? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek dive into the realities of retiring in a bull market, the urgency of Roth IRA conversions before tax changes hit, and the emotional toll of delaying retirement. From emergency funds to Social Security timing, they unpack strategies to help you retire with confidence—not regret. Tune in for practical insights and real-life stories that challenge conventional wisdom and empower smarter financial decisions. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

In this episode of the Investor Fuel Podcast, host Quentin Edmonds welcomes tax expert Sean Lichterman to discuss the intricacies of tax incentives and strategies, particularly in the realm of real estate and business. Sean shares his journey into the tax industry, emphasizing the importance of keeping money in the pockets of investors and business owners through effective tax planning. The conversation delves into recent changes in tax laws, the significance of education in navigating these complexities, and the value of building relationships within the industry. Sean also highlights the potential for growth and innovation in the tax sector, encouraging listeners to explore available tax credits and strategies that can benefit their financial situations. 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   —--------------------

Whether you just signed a major deal, went viral, or hit a financial windfall, this blog breaks down exactly what to do when millions hit your account overnight. From building a financial dream team to protecting your peace and privacy, this is your playbook for preserving wealth, avoiding mistakes, and creating lasting freedom—not just flashy spending.Don't rush to spendProtect your privacyLearn how to make your money grow Avoid common traps that ruin new millionairesThe real win isn't luxury—it's peace of mind.Check us out - Instagram and Twitter: JeroldJax Facebook: Jerold Action Jackson and Zone Of Action JeroldJackson.com Happiness starts with you. Not with your relationship, not with your job, not with your money, but with you in the Zone of Action.

Tax Strategies: https://www.dakotagrady.com/subscribe/Attempting to do the bookkeeping for your med spa AND everything else in your business? Today, Dakota Grady is breaking down 5 habits destroying med spa businesses. Tune in to find out if you're committed these habits and learn how to fix them. Connect with him at dakotagrady.com.

There are a record number of people turning 65 this year and they are wondering if they are ready to retire. Charisse goes through her list to give you the green light. Like this episode? Hit that Follow button and never miss an episode!

Want to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode, Shawn Moore discusses the recent tax law changes with tax experts Mike Pine and Kevin Schneider. They delve into the implications of bonus depreciation, the importance of quality assets, and the nuances of depreciation recapture. The conversation also covers the benefits of short-term rentals, material participation, and the exciting opportunities presented by Opportunity Zones. The experts emphasize the need for knowledgeable tax advisors to navigate these complexities and maximize tax benefits for high-income earners.GET IN CONTACT WITH MIKE & KEVINhttps://www.revotaxpayer.com/LISTEN TO THEIR PODCASThttps://www.hiddenmoney.com/FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreChapters00:00:00 Introduction to Tax Strategies for Investors00:03:02 Understanding Bonus Depreciation00:05:51 The Importance of Quality Assets00:08:46 Navigating Depreciation Recapture00:11:48 The Role of Tax Advisors00:14:59 Short-Term Rentals vs. Long-Term Rentals00:18:02 Material Participation in Short-Term Rentals00:21:01 Opportunity Zones Explained00:24:50 Tax Benefits of Opportunity Zones00:28:53 Other Tax Benefits in the New Bill00:31:49 The Future of Tax Incentives00:36:00 Conclusion and Final Thoughts

Curious how tax incentives and self-storage development intersect to shape thriving communities?   In this episode of The Academy Presents Podcast, Angel speaks with Bill Kanatas and Benjamin Salzberg about the strategy behind self-storage development, community revitalization, and the financial tools investors can leverage to maximize returns. From exploring Tax Increment Financing (TIF) and Opportunity Zones to cost segregation and bonus depreciation, the conversation breaks down real-world applications that impact both investors and local economies. With their backgrounds as educators turned developers, Bill and Ben bring a relatable and tactical perspective to complex investment structures, while emphasizing community building at every turn.     [00:01 - 03:30] TIFs and Tax Tools Explained How Tax Increment Financing (TIF) works to spur development in underperforming areas The importance of understanding the difference between TIF and other tax incentives Why negotiating with municipalities is key to making TIF work for developers   [03:31 - 06:53] Tax Strategies for Investors How 179D and bonus depreciation can significantly reduce investor tax burdens What cost segregation studies reveal about real estate tax advantages The significance of combining multiple tax tools in a single development project   [06:54 - 09:41] Rethinking Self-Storage How to design storage facilities that integrate into communities Why self-storage is a flexible solution for various life transitions The need to overcome public misconceptions around storage facilities   [09:42 - 13:17] The Human Side of Storage Use What motivates people to turn to storage (downsizing, job changes, life events) How storage meets long-term needs for families and individuals The importance of recognizing storage as both practical and emotional   [13:18 - 17:40] Community Impact and Giving Back Why investing isn't just about returns but about local impact How ordinary professionals transitioned into developers making a difference The importance of transparency and community-focused growth     Connect with Benjamin:   https://www.linkedin.com/in/bensalzberg/   Connect with Bill:   https://www.linkedin.com/in/bill-kanatas-micp-999255141/     Key Quotes:   “We're not just here to take—we're here to give. We want to solve a problem that the community has.” - Bill Kanatas   “It's a commodity that's a necessity. The four Ds—death, divorce, dislocation, downsizing—all point to the need for storage.” - Benjamin Salzberg     Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

What if the very traits you've been taught to hide—like being selfish, nosy, or even manipulative—are actually your greatest unfair advantage?That's the bold idea Jenny Wood explores in Wild Courage—a framework she developed after nearly two decades at Google, where she rose through the ranks, led billion-dollar business units, and launched initiatives that reached over 50,000 employees across 100+ countries.Eventually, success on paper wasn't enough. Jenny felt burned out and boxed in—stuck between achievement and alignment. That turning point led her to redefine what real courage looks like in business and life.In this episode, she unpacks the 9 traits society often labels as “too much” or “too aggressive”—and shows how to reclaim them as strategic tools for influence, opportunity, and a life you actually want. Whether you're looking to land the promotion, launch your business, or stop playing small, this conversation will challenge everything you thought you knew about confidence, leadership, and courage.In this episode, you'll learn: 1.) The wild subway story that changed Jenny's life—and the mindset shift that helped her take bold action in the face of fear.2.) Discover the 9 unconventional traits that define Wild Courage—and how they unlock greater influence, freedom, and business growth.3.) Why “manipulative” might be your most powerful leadership trait—and how to use it to build trust, influence, and high-leverage relationships.4.) Why replacing your salary may be the wrong goal—and how to build confidence, earn through passive income, and design a life that truly aligns with what matters most.Show Notes: LifestyleInvestor.com/248Tax 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.

Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country.In this episode, they cover advanced strategies and insider tips for:The Mega Backdoor Roth: How it works and who can use itMaximizing vehicle deductions and depreciation the smart wayFixing a broken S-Corp partnership structureLLCs vs. business trusts in CaliforniaSolo 401(k) contribution strategies to hit the $70K capCombining multiple accounts in a Multi-Member IRA LLCRV write-offs: What full-time RV entrepreneurs can (and can't) deductWhether you're a business owner, investor, or just want to stop overpaying the IRS — this episode is packed with strategies and answers that could save you thousands. Grab my FREE Ultimate Tax Strategy Guide HERE! You don't want to miss this! Secure your tickets for the most significant business, tax & legal event of the year: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

In this powerhouse episode, Vinney Chopra is joined by nationally recognized CPA, real estate investor, and best-selling author Ted Lanzaro, founder of Landmark CPA Group. With 33+ years of experience helping thousands of real estate professionals legally reduce their tax burdens, Ted brings high-level insight and practical advice that every investor—whether active or passive—needs to hear. If you've ever wondered how the wealthy keep more of their income, this conversation will show you how they do it.   Inside the episode, you'll uncover:

This episode is sponsored by: My Financial CoachYou trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity.Visit myfinancialcoach.com/physiciansguidetodoctoring to meet your financial coach and find out if concierge planning is right for you.___________Are you making costly tax mistakes without realizing it? In this episode, host Dr. Bradley Block  welcomes Enpo Tu, to discuss tax strategies for physicians. Enpo dives into the complexities of backdoor Roth IRAs, highlighting common errors like overlooking pre-tax IRAs or SEP IRAs that can trigger unexpected tax liabilities. He also explores the allure of real estate investments for tax savings, debunking myths about passive income and the challenges of liquidity and long-term tax implications. With practical advice on choosing a competent CPA and financial advisor, Enpo emphasizes the importance of transparency, coordination among professionals, and aligning strategies with personal financial goals. This episode offers actionable insights for physicians to navigate tax complexities, avoid audits, and build a secure financial future.Three Actionable Takeaways:Understand Your Full Financial Picture – Ensure your CPA has a complete view of your assets, including IRAs and SEP IRAs, to avoid costly mistakes like improper backdoor Roth conversions.Evaluate Real Estate Investments Critically – Look beyond tax deductions to assess the long-term tax implications, liquidity challenges, and whether real estate aligns with your time and financial goals.Vet Your Financial Professionals – Ask potential CPAs and financial advisors about their expertise with physician clients, compensation structure, and how they coordinate with other professionals to ensure comprehensive planning.About the Show:Succeed In Medicine  covers patient interactions, burnout, career growth, personal finance, and more. If you're tired of dull medical lectures, tune in for real-world lessons we should have learned in med school!About the Guest:Enpo Tu  is the Chief Operating Officer of My Financial Coach, where he has helped build the company since 2018. As a key architect of its operations, Enpo ensures high-quality financial planning for over 400 medical families. A prominent public voice, he hosts webinars, publishes educational content, and engages with physicians at conferences. Passionate about education over sales, he helps clients avoid financial pitfalls and build wealth through tailored strategies. Known for his professional style—complete with bow ties and vests—Enpo brings clarity and expertise to complex financial topics.Website: https://myfinancialcoach.comLinkedIn: http://linkedin.com/in/enpotuAbout the host: Dr. Bradley Block is a board-certified otolaryngologist at ENT and Allergy Associates in Garden City, NY. He specializes in adult and pediatric ENT, with interests in sinusitis and obstructive sleep apnea. Dr. Block also hosts The Physician's Guide to Doctoring podcast, focusing on personal and professional development for physiciansWant to be a guest? Email Brad at brad@physiciansguidetodoctoring.com  or visit www.physiciansguidetodoctoring.com to learn more!Socials:@physiciansguidetodoctoring on Facebook@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! What do rising interest rates mean for your retirement income? Nolan Baker the President and CEO of America's Retirement Headquarters, explores how annuities respond to shifting rates and why building a reliable income floor is more critical than ever. Our guests break down the strategy of segmenting investments into purpose-driven buckets and highlight the importance of planning for healthcare and taxes. Whether you're nearing retirement or advising others, this conversation offers a structured approach to navigating today’s financial landscape with clarity and foresight. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing one location for your entire retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

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

I'll never forget Bruce's story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn't just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might be sold something you don't need. Competency—not just good intentions—matters. https://www.youtube.com/live/oyEbgdU1MGI It's not about distrust—it's about asking the right questions so you're not blindly following advice. And that principle applies fully when choosing a financial advisor, especially when your spouse might need to take over the reins someday. Why “Questions a Good Financial Advisor Should Ask” Are Essential1. The Big Picture: Comprehensive Financial Planning2. Spouse Financial Preparedness: Including Both of You3. Risk and Protection: Insurance, Deductibles, and Peace of Mind4. Tax Strategy and Social Security Planning5. Legacy Planning: Aligning Values and Wealth Transfer6. Financial Alignment Between SpousesWhy You Need These QuestionsReady to Empower Yourself With Questions a Good Financial Advisor Should Ask?Book A Strategy Call Why “Questions a Good Financial Advisor Should Ask” Are Essential Bruce makes a powerful point: finance isn't limited to investment products. Just like a mechanic or doctor examines the whole system, a skilled advisor should ask questions that uncover your entire financial ecosystem. Without comprehensive inquiry, blind spots linger—insurance gaps, overlooked risks, or hidden fees can derail your legacy. Are you unknowingly trusting a financial advisor without knowing enough about your overall financial picture? In today's complex financial world—from taxes and Social Security to estate planning, insurance, and cash flow—a narrow focus on one product is risky.Questions a good financial advisor should ask aren't optional—they're essential. They give you clarity, align planning with your goals, and ensure your spouse is equipped to manage your shared financial future. 1. The Big Picture: Comprehensive Financial Planning Bruce sums it up: “You cannot make financial decisions in a vacuum.” Advisors who focus only on investments or insurance miss how those decisions affect cash flow, taxes, estate planning, and more. Ask: What are your current net worth and cash flow statements? How do your investments, insurance, and debts interrelate? Why it matters:Like a doctor who reviews your medical history before prescribing treatment, a competent advisor will want to see your full financial picture before making recommendations. 2. Spouse Financial Preparedness: Including Both of You Too often, one spouse is left out of discussions and can feel lost if the other dies.Key questions include: Who are your trusted advisors (financial, legal, tax)? Does your spouse know how to access online accounts, passwords, and digital assets? What's your “Alternative Income Plan” for the surviving spouse? How comfortable is your spouse with the household financial framework? Bruce and Rachel discuss this as part of the LIFE framework: Liquid assets—money accessible within 15 minutes Income plan—monthly income goals Flexible investments—capital that can be reallocated Estate plan—how wealth transfers to future generations Both spouses should discuss and agree on how these pieces look today and tomorrow. 3. Risk and Protection: Insurance, Deductibles, and Peace of Mind Bruce shared his own experience with PNC: they asked about deductible choices and emotional tolerance for risk during the house fire recovery process.Essential questions a good financial advisor should ask include: What insurance do you have—life, disability, health, auto, home? Are deductibles appropriate to your cash reserves and risk tolerance? Are beneficiary designations updated and aligned with estate go...

Join Mac and Jason as they discuss smart tax strategies for high-income earners. The guys break down different income types, deferred compensation timing, and charitable giving tactics that can reduce your tax burden without creating complexity you don't need.

Today's guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today's episode, Meb, Wes & Srikanth share some big news about a new idea involving both exchange funds and 351 ETF conversions. Srikanth explains the mechanics of exchange funds, the risks associated with stock concentration, and the launch of his newest initiative. The discussion also touches on tax efficiency, fees, the competitive landscape of asset management, and more. Learn more about 351 ETF Exchanges or email us to chat! (0:00) Starts (1:10) Discussion on Section 351 (4:33) Explanation of exchange funds and stock concentration risk (16:25) Case study of the new exchange fund model (20:06) Onboarding and cost structure of the new exchange fund (23:13) Qualifying illiquid assets and cost in tax strategies (31:03) Use cases and investor education on ETF tax benefits (34:11) FAQs and the importance of tax alpha (45:23) Reflections on SPACs and speculative markets ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). ----- To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money. The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund. Investing involves risk, including potential loss of capital. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, I'm joined by Chad Huebsch from Blueprint Tax to break down the importance of tax planning for business owners doing $1 million to $10 million. Chad shares valuable insights on entity selection, including the pros and cons of sole proprietorships, S-corporations, partnerships, and C-corporations. Some highlights:PTET (Pass-Through Entity Tax): How to maximize deductions for state and local taxesQBI (Qualified Business Income) Deduction: Understanding the thresholds and how to optimize your tax situationRetirement Planning: Exploring options like 401(k)s and cash balance plans to save on taxes while preparing for the futureHiring Family Members: The benefits and considerations of paying your children or spouse for work in your businessReal Estate Strategies: Using short-term rentals and property ownership to offset income-------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

In this week's powerhouse episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick sit down with me to uncover the most effective alternative wealth strategies for entrepreneurs today.From a Nebraska farm girl to creating eight-figure wealth across industries like real estate, oil and gas, aviation, and even cannabis farming, all using creative deal structures and tax-smart investing, I explain why most people stay broke, how to break out of the "make and spend" cycle, and how to fast-track your path to financial freedom.Whether you're an investor, entrepreneur, or just getting started, this is your crash course in alternative wealth strategies for entrepreneurs who want to move fast, build smart, and leave a lasting legacy. Loral's Takeaways:Transition to Finance and Entrepreneurship (04:54)Millionaire Mindset and Investment Strategies (06:25)Teaching Entrepreneurship and Investing (08:58)Alternative Investments and Asset Protection (15:22)Advanced Investment Strategies (31:41)Tax Strategies and Wealth Building (40:15) Connect With Bronson Hill:InstagramLinkedInYoutube 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:

Want to know the biggest reason your marketing isn't working? It doesn't reflect you.Most ads are generic. They could work for any business. But the best ads only work for one—because they're built around the true personality of the founder or brand. They're specific, not because of the product, but because of who's behind it. That's what makes them powerful. That's what makes them real. That's the heart of relational marketing— which is what today's episode is all about.I'm joined by Roy H. Williams—better known as the “Wizard of Ads”—who has helped iconic companies like 1-800-GOT-JUNK craft ads that fueled billion-dollar growth. Over the past 40 years, Roy has advised hundreds of founders, showing them how to grow through story, truth, and personality, instead of gimmicks, hype, or shallow tactics.If you want to write ads that break through the noise and actually connect with your buyers, this episode will change the way you think about marketing forever.In this episode, you'll learn: 1.) How Roy helped grow 1-800-GOT-JUNK from $97M to $1B—by leading with truth and identity, not data or demographics.2.) Why identity—not logic—drives every buying decision, and how your brand can tap into who your customers really are in order to better serve them.3.) What makes a company truly remarkable—and the one question Roy uses to test if your marketing actually makes people care.4.) The 4 things every human is secretly looking for—and how to build them into your ads so people don't just notice you… they trust you.Show Notes: LifestyleInvestor.com/247Tax 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 conversation, Dylan Silver interviews David Spencer, a CPA specializing in real estate and business accounting. They discuss David's journey into the field, the importance of tax strategy, and the role of technology in accounting. David emphasizes the need for proper tax planning and the advantages of working with a CPA. They also explore the future of stablecoins and digital assets in real estate transactions, as well as strategies for real estate investing and when to seek professional guidance.  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   —--------------------

Overview: In this episode of the SMB Community Podcast, James Kernan is joined by Justin Maxwell, a partner at Big Life Financial. The discussion centers around exit planning, legacy creation, and strategic planning for IT professionals and business owners. Justin explains the concept of a fractional family office and how Big Life Financial offers comprehensive services that include accounting, investment management, insurance, estate planning, and boutique investment banking. He emphasizes the importance of starting with a clear end goal in mind, regular tax planning, and the benefits of proactive financial strategies. Justin also provides insights into innovative legacy planning methods, such as investing in your own business and creating family foundations. The episode concludes with practical advice for business owners and the availability of additional learning resources and courses from Big Life Financial.  --- Chapter Markers: 00:00 Introduction  00:28 Special Guest Introduction: Justin Maxwell from Big Life Financial 01:41 Understanding Family Offices and Their Importance 04:26 Strategic Planning for Business Owners 06:51 Tax Strategies for Business Owners 11:50 Exit Planning and Wealth Preservation 14:03 Innovative Legacy Planning Ideas 18:45 Courses and Coaching for Wealth Building 21:46 Final Thoughts and Contact Information 24:35 Closing Remarks --- About Justin Maxwell: Justin was a teacher and researcher before he started working with the BLF team in 2019. Justin discovered the entrepreneurial itch and quickly found that, like education, the financial and tax world loves to push everyone through the same square box. However, this doesn't work in education or finance. His mission is to change that approach and deliver holistic tax and financial solutions for fellow successful entrepreneurs.   Learn more about Justin at www.biglifefinancial.com Connect with Justin on LinkedIn at https://www.linkedin.com/in/justinmaxwellwealthpreserve/ --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Best of the Best: Essential Business & Life Lessons from Our Top Episodes (Jan–May)   This power-packed episode brings you the greatest hits—the most insightful, practical, and transformative advice—from every conversation we had between January and May. If you're an entrepreneur striving for more than just profits, this one's your goldmine.

Are you missing the most overlooked way to build real wealth in real estate? In this solo episode, Amy Sylvis unpacks a powerful shift in tax law that has real estate investors buzzing: the return of 100% bonus depreciation through 2029. Amy breaks down what bonus depreciation is, why it matters for both active and passive investors, and how it can dramatically reduce your tax bill, without the stress of a 1031 exchange. Using a real-life example, Amy illustrates how depreciation strategies can unlock massive upfront savings, increase your long-term returns, and support your journey toward true abundance. Whether you're a seasoned investor or just starting to explore hands-off income, this is an episode worth saving (and sharing).Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinarHonorable Mentions:The CostSegKing

Are you making real estate investment decisions based on long-term strategy or short-term tax benefits? In this episode, Kenny Bedwell sits down with CPA and tax strategist Ryan Bakke to break down the financial and legal implications of the recent bill passage and what it means for real estate investors.From bonus depreciation strategies to qualifying for deductions, Ryan explains how to navigate evolving tax laws while building a resilient investment portfolio. Whether you're investing in short-term rentals, midterm stays, or traditional long-term properties, this conversation is packed with insights to help you make smarter financial moves.You'll also hear Ryan's perspective on how government incentives are structured to stimulate the economy and why timing is everything when structuring your deals. Curious how the new tax bill could impact your real estate strategy? Before you lock in your next deal, hit play on this episode with CPA Ryan Bakke. You'll walk away with smarter ways to approach depreciation, deductions, and portfolio planning in today's shifting economy. If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!Key takeaways:How government tax policy is designed to drive economic growthWhat types of real estate properties qualify for bonus depreciationThe key question you need to ask before deducting depreciation against your incomeWhy planning ahead is critical despite future legal uncertaintiesHow waiting to act on deals could cost you more and limit your negotiating powerWhich tax updates indirectly impact short-term rental operatorsAnd much more...Guest Bio:Ryan Bakke is a licensed CPA and the founder of Tax Strategy 365, where he helps real estate investors build generational wealth using the tax code. A Trinity Christian College graduate in Accounting and Finance, Ryan began his career at Deloitte, where he led tax technology initiatives for major investment banks. He's also a former high-level athlete and passionate Christian servant leader.Resources:Connect with Kenny on LinkedInFollow Kenny on InstagramConnect with Ryan on LinkedInApply for 2025 tax strategy The Ryan Bakke PodcastJoin the Tax Strategies For Real Estate Investors Group on FacebookDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of the Cash Flow Positive podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use....

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management. 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.

Learn how to grow, protect, and exit your business with expert tax and legal advice.   In this episode of Sharkpreneur, Seth Greene talks with Mark Kohler, America's #1 Tax & Legal Expert, who shares his journey in building a successful self-directed IRA business, his Main Street Certified Tax Advisor program, and how entrepreneurs can better handle the complexities of taxes and legal strategies. With over 2 million downloads and extensive experience, Mark discusses valuable insights on growing a business, tax planning, and setting yourself up for success.   Key Takeaways: → How it's important to wait for your business to mature before drawing income. → Why hiring the right people and building a strong team will help you scale your business. → Why business owners and tax professionals need to think outside the box. → How tax and legal strategies are intertwined and why entrepreneurs should not overlook them. → How upcoming changes in legislation might affect small businesses.   Mark J. Kohler isn't just another CPA—he's a wealth-building, tax-slashing, business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. As Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA (ranked No. 391 on Inc. 5000), a five-time bestselling author, Mark has been a trusted voice for small business owners nationwide. He's been named Tax Advisor of the Year and has appeared on Fox, Bloomberg, The Wall Street Journal, Yahoo! Finance, NBC, Wharton School of Business, and represented on the global stage at the World Economic Forum in Davos. Mark's Main Street Business podcast, Tax & Legal 360 events, social media platforms, and Main Street Professional Certification Program help simplify taxes, allowing thousands to keep more money, grow faster, and build lasting wealth.   Connect With Mark: Website Instagram TikTok X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Tax strategies require actual tax law

In this episode of the Real Estate Pro Show, host Erika welcomes Brett Swarts, founder of Capital Gains Tax Solutions, to discuss innovative tax strategies for real estate investors. Brett explains how the Deferred Sales Trust can help clients defer capital gains taxes and achieve truly passive income. He shares transformative client success stories, including strategies for navigating unique assets like Bitcoin. The conversation emphasizes the importance of building relationships and strategic partnerships in the real estate 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   —--------------------

In this episode, we dive into a topic that's becoming more and more urgent: how healthcare professionals can financially prepare for the possibility of career burnout. We know from data and personal experience with clients that burnout is hitting this sector hard—over 50% of healthcare professionals report symptoms, and a significant number are considering stepping away from their roles entirely. So, we tackle this issue head-on, not from a medical standpoint, but from a financial planning perspective.We start by emphasizing that prevention is key. Just like in medicine, the best remedy for burnout is early action, and that begins with building a solid financial foundation. We explore how consistent savings habits—even when it feels unnecessary—can offer crucial flexibility down the line. Setting aside 20% or more of each paycheck, creating an emergency fund with 6–12 months of expenses, and maintaining liquidity outside of retirement accounts are all smart, actionable steps. We also stress the importance of not delaying financial planning because you assume higher income gives you more time to catch up later. That's a trap we see too often.Next, we look at how to create income flexibility if burnout leads to reduced hours, a role change, or even early retirement. We talk through the importance of evaluating disability insurance—especially with mental health in mind—and how thinking ahead about possible career pivots like consulting or teaching can reduce stress. We also dive into the importance of building passive income streams and using investment strategy to bridge income gaps without needing active work.For those considering early retirement, we advise updating retirement plans immediately to identify any needed changes, recalibrating spending, and optimizing the timing of account withdrawals to minimize taxes. We also cover how to smartly use pensions and healthcare benefits, especially when considering stepping away. Timing really matters here, and small adjustments can have outsized financial impacts.Finally, we go over tactics to manage financial obligations during a career break—reducing debt, refinancing, and communicating with lenders. We talk about using COBRA, marketplace insurance, and HSAs to maintain healthcare coverage. The bottom line is that being proactive with money gives healthcare professionals the power to make the best choices for their well-being—financially and mentally—before burnout forces their hand. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

From Compliance to Strategy: How Smart Business Owners Build Long-Term Success | Christopher Papin The Entreprenudist Podcast https://entreprenudist.com Episode with Christopher Papin, Owner of Papin CPA In this insightful interview, Christopher Papin breaks down how business owners can shift from basic compliance to strategic, long-term planning by leveraging the power of advisory services, financial insight, and legal integration.

Skip Wilson: The Secret to Scalable Advertising Execution Without Tech Overload The Entreprenudist Podcast https://entreprenudist.com On this episode of The Entreprenudist Podcast, we sit down with Skip Wilson, CEO of DRAFT Media Partners, to discuss why empathy and operational excellence—not just technology—are the real engines of sustainable success in advertising. With 100+ clients across four locations, Skip shares exactly how his team builds systems that scale, deliver measurable results, and keep humans—not just tools—at the center of every campaign.

Real CPA with 20+ Years of Experience, Chase Insogna, reacts to some of the worst tax advice on tiktok.Learn More About BetterWealth: https://betterwealth.com Learn More about Chase and his Team: https://insognacpa.com/ 00:00 Introduction to Tax Strategies02:52 The Impact of Social Media on Tax Advice06:22 Why IRA's Suck?11:26 How Backdoor ROTH Works?13:22 Tax Strategies for High-Income Earners20:31 Why All The Rich People Drive G-Wagons?28:00 Augusta Rule31:30 How Do The Wealthy Legally Pay Zero Taxes?37:48 How To Legally Avoid Property Tax42:16 Free Property Taxes44:11 Final ThoughtsWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Today, we're switching things up. This episode isn't about money. It's about meaning. And someone who knows a lot about that subject is Matt Earl Beesley, who turned a childhood love of film into a decades-long directing career—and is now channeling that experience into a passion project with a powerful message, all while building a life and career on his terms.Matt Earl is a Hollywood director whose credits include Braveheart, National Lampoon's Christmas Vacation, CSI: Miami, Criminal Minds, Bosch, The Closer, and Chicago Fire, just to name a few. He's worked side-by-side with legends like Clint Eastwood and Steven Spielberg. But beneath the glamorous résumé is a down-to-earth family man who chose passion over prestige and lifestyle over burnout.In this conversation, Matt Earl shares how he broke into one of the most competitive industries in the world, the mindset that carried him from minimum wage intern to top-tier director, and why collaboration—not ego—is the secret weapon of success.He also opens up about his new film project set in Texas—one that blends family, integrity, and the emotional complexity of immigration. If you've ever wondered whether you can pursue your craft, make a difference, and still live life on your terms—this episode is your inspiration.In this episode, you'll learn: 1.) The secret to getting your foot in the door—even when everyone tells you your dream is impossible.2.) The mindset shift Matt Earl learned from Clint Eastwood that transformed his approach to leadership and creativity.3.) Why now might be the best time to invest in indie films—and how Matt Earl's new movie gives investors a shot at doing good and doing well.Show Notes: LifestyleInvestor.com/246Tax 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 engaging conversation, Stephen Schmidt interviews William Spar, a seasoned expert in real estate and tax strategies. They discuss William's journey in the real estate industry, the importance of tax planning for investors, and common misconceptions about tax codes. William shares insights on building a referral-based business, overcoming challenges, and the significance of human connection in an increasingly digital world. The conversation emphasizes the need for resilience, effective marketing strategies, and the role of support systems in entrepreneurship.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Most business owners think spending money is the best way to save on taxes — but what if that advice is actually costing you a fortune? In this eye-opening episode, I'll break down the biggest tax lie the IRS hopes you believe and explain how traditional tax advice keeps you overpaying year after year. You'll learn why buying things you don't need just for a deduction is backwards, and what smart, real tax strategies actually look like. If you're tired of feeling trapped every tax season, this episode will show you how to keep more of what you earn without wasting money. It's time to stop playing defense and start building wealth the right way. Listen now — your future self will thank you.   Next Steps:

Barbara Schreihans is an entrepreneur and tax strategist who left corporate accounting after 10 years to found Your Tax Coach. She now helps business owners save $10,000+ per year in taxes through advanced strategies and has built a team of 30 employees across 16 states.Instagram: @yourtaxcoachWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

The secret to legacy wealth isn't income—it's tax strategy. In this eye-opening segment of The Vinney and Beau Show, Vinney Chopra and Beau Eckstein reveal how learning a few tax principles can transform your financial life. From cost segregation on commercial properties to bonus depreciation on that SUV you bought for business—this is the kind of insight most investors miss. Beau shares how understanding Section 179 saved him $60K in taxes—without being a CPA! Vinney emphasizes the importance of celebrating the dollars that work for you and making memories while building wealth—not just stacking it.

Unlock the top five tax strategies savvy investors use—including depreciation, cost segregation, 1031 exchanges, and more—to legally minimize taxes and maximize commercial real estate returns. Time Stamps: 0:00 – Introduction 0:09 – Welcome & Thunder NBA champs

How to Use AI for Law Firm Tax Strategy

What if you could cash out of any asset—without paying capital gains tax—and use the full value to create lasting financial freedom?That's exactly what Brett Swarts helps high-net-worth entrepreneurs and investors do every day—using the Deferred Sales Trust (which is what today's episode is all about).Brett is the Founder and CEO of Capital Gains Tax Solutions, a firm that's closed over $500 million in Deferred Sales Trust and commercial real estate transactions. As a DST Trustee and expert in capital gains tax deferral, Brett equips clients and advisors with proven strategies to defer millions in taxes on the sale of highly appreciated assets.While 1031 exchanges and Delaware Statutory Trusts serve a purpose, they often come with rigid rules, long lock-up periods, and limited flexibility. The Deferred Sales Trust, on the other hand, unlocks what most investors really want: tax deferral, liquidity, diversification, and the freedom to reinvest in nearly any asset.Whether you're selling real estate, a business, crypto, or any other asset, this conversation could save you millions in taxes, so you won't want to miss it. In this episode, you'll learn: 1.) How the Deferred Sales Trust works—and how it lets you legally defer capital gains, income, and estate taxes.2.) The hidden downsides of 1031 exchanges and Delaware Trusts—and why many investors are moving to a more flexible strategy.3.) How to reset your depreciation schedule after a sale to boost cash flow and reduce future taxes—without the pressure of like-kind rules.Show Notes: LifestyleInvestor.com/245Tax 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.

David Lewis is the founder of High Impact CPA, who helps small business owners maximize their profits and minimize taxes through proactive financial strategy and outsourced CFO services.Through his comprehensive approach to accounting and tax planning, David guides entrepreneurs to make data-driven decisions that improve profitability while saving them their most valuable resource - time.Now, David's ability to blend technical expertise with entrepreneurial thinking demonstrates how accountants can become true strategic partners to their clients.And while building his firm from the ground up since January 2024, he's showing other CPAs how to move beyond compliance to create lasting impact for business owners.Here's where to find more:www.highimpactcpa.orghttps://www.facebook.com/profile.php?id=61556543256088https://www.linkedin.com/in/davidedwardlewis1987___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Click Here for the Show Notes Think real estate tax benefits are only for the wealthy or full-time investors? Think again. This podcast reveals the surprisingly simple strategies that busy W-2 employees are using to build wealth through real estate—without quitting their day jobs or becoming landlords. Host Melissa breaks down the step-by-step approach to passive real estate investing, from finding the right properties to building your expert team of CPAs, lenders, and advisors. Discover how ordinary working professionals making $100K+ are legally reducing their tax burden while creating multiple income streams that require less than 20 minutes a day to manage. No real estate license needed. No construction experience required. Just smart strategies, the right team, and properties that work for you—not the other way around. Ready to start building wealth on your terms? Your path to tax-smart, passive real estate income starts here - Contact Us -------------------------------- Download your FREE copy of:  The Ultimate Guide to Passive Real Estate Investing. See our available Turnkey Cash-Flow Rental Properties. SUBSCRIBE on iTunes   If you missed our last episode, be sure to listen to The Best Books on Real Estate Investing Our team of Investment Counselors has much more inventory available than what you see on our website.  Contact us today for more deals. -------------------------------------------------------- #LearningRealEstate #AskMarco #PassiveRealEstateInvesting #Turnkeyproperties #RealEstatePodcast #Investment #investors #RealEstateInvestors #RentalProperties #TurnkeyProperties #NoradaRealEstateInvestments