Podcasts about tax strategies

Success has an interesting way of moving the goalposts. You land a book deal, the business starts to take off, money starts flowing, you sell the business for life-changing wealth, and yet somehow struggle to keep the calendar open for what matters most. For many entrepreneurs, the pursuit of wealth and freedom slowly turns into a new set of obligations, responsibilities, and pressures that can be just as demanding as the life they were trying to escape.That's why I'm excited to introduce you to my friend Joel Marion. Joel is a serial entrepreneur, 6-time bestselling author, direct-response marketing expert, and co-founder of BioTrust, a company that he helped scale to a 9-figure exit before his 40th birthday. Today, he mentors entrepreneurs and is launching Sound & Soul, a business focused on creating intimate live music experiences that bring people together through connection and shared memories.In this conversation, Joel shares his unlikely journey from substitute teacher to entrepreneur with a huge exit, the lessons he learned from years of setbacks, and why some of his biggest breakthroughs came after his greatest disappointments.In this episode, you'll learn: ✅ How Joel turned a failed book launch and a season of substitute teaching into the foundation for a business that generated millions in profit.✅ Why one of Joel's most painful business setbacks taught him more about success, leadership, and fulfillment than any of his biggest wins.✅ How Joel's definition of wealth evolved from chasing financial freedom to prioritizing time, relationships, and memorable experiences.Show Notes: LifestyleInvestor.com/296Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Adam Hubschman shares insights into 1031 exchanges, his business growth strategies, and how to leverage real estate knowledge for wealth building. Perfect for investors and professionals looking to deepen their understanding of tax deferral strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

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

Financial Clarity Is a Leadership Skill with Emily Bowie Many entrepreneurs avoid looking at their numbers because they believe finances belong in the accounting department. The reality is that financial clarity is one of the most important leadership tools a CEO can develop. In this episode, Philippa sits down with Emily Bowie, founder of Thorn Advisors, to discuss why understanding your numbers is essential for making confident business decisions. They explore the connection between financial visibility, pricing strategy, cash flow management, growth planning, and long-term wealth building. Emily shares practical insights on when to outsource bookkeeping, how to identify hidden financial leaks in your business, and why relying on your bank account balance is not a financial strategy. If you want to move from reactive decision-making to strategic leadership, this conversation will help you understand why financial clarity is not just about accounting. It is about building a stronger business. Key Takeaways [00:03:00] Financial Visibility Creates Better Decisions [00:07:00] Why Bookkeeping Should Be an Early Outsource [00:12:00] Revenue Does Not Equal Cash Flow [00:18:00] Pricing Confidence Starts with Knowing Your Numbers [00:24:00] Financial Clarity Creates Growth Opportunities [00:29:00] Tax Strategy Should Be Year-Round [00:34:00] Building Wealth Beyond Today's Revenue You'll Learn Why financial clarity is a CEO-level responsibility How accurate bookkeeping supports better decision-making The difference between revenue and cash flow How understanding your numbers improves pricing confidence Why entrepreneurs often overlook hidden expenses How financial visibility supports hiring and growth decisions The role tax strategy plays in long-term profitability Why financial clarity is essential for building wealth and legacy CTA Ready to create greater clarity in your business? Join the Strategic Marketing Canvas Workshop (Free Event) https://channerconsulting.com/the-strategic-marketing-workshop/ and build a strategic roadmap for your visibility, marketing, and growth goals. And if today's conversation resonated with you, sign up to be notified when Philippa's upcoming book, When Clarity Leads, https://channerconsulting.com/when-clarity-leads/ is released. Connect with Emily Bowie Emily Bowie is the founder of Thorn Advisors, a virtual accounting and advisory firm helping entrepreneurs make more confident financial decisions through bookkeeping, tax planning, cash flow management, and strategic financial guidance. Website: Thorn Advisors (http://thorneadvisors.com/)  Connect with Emily on Linkedin: https://www.linkedin.com/in/emilyvbowie/  Services: Bookkeeping, Tax Preparation, Tax Strategy, Cash Flow Planning Serving entrepreneurs nationwide Connect with Me Email: info@channerconsulting.com LinkedIn: https://www.linkedin.com/in/philippachanner/ Website: www.channerconsulting.com

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

Are today’s booming markets flashing warning signs from the past? In this episode from this past weekend’s radio show, Abe Abich breaks down comparisons between today’s market surge and historical downturns, and what that could mean for those nearing or in retirement. He highlights the importance of staying cautious during strong market runs, rethinking Roth conversion strategies beyond simple projections, and preparing for potential tax changes. The conversation also covers building flexible retirement income plans designed to adapt to market swings, inflation, and evolving personal goals. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Are you unintentionally setting a tax trap for your future self in retirement? In this episode of Retirement Coffee Talk, Charisse Rivers deconstructs the hidden pitfalls facing everyday investors and do-it-yourselfers. From the surprising realities of retirement income sources to the rigid nature of cookie-cutter target-date funds, discover why generic financial advice often falls short. Learn how overlooked tax planning and Required Minimum Distributions (RMDs) can trigger a costly domino effect on your Medicare premiums and explore the critical role of stress-testing your portfolio against market volatility. Like this episode? Hit that Follow button and never miss an episode!

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

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

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

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

Owning 45 rental properties and multiple group homes sounds like a dream until a six-figure tax bill arrives.In this episode of Real Money Talks, Loral Langemeier helps a Virginia couple uncover why their current business structure may be costing them far more in taxes than necessary. After paying approximately $125,000 in taxes, they discover that the issue isn't a lack of deductions it's a lack of an advanced tax strategy.Loral explains why real estate investors need more than a traditional CPA and explores how business owners can create deductible allowances, improve bookkeeping systems, and use advanced tax strategy tools like gas and oil investments to offset taxable income.If you're building wealth through real estate, business ownership, or alternative investments, this episode offers valuable insights into using an advanced tax strategy to reduce taxes, increase cash flow, and build long-term wealth.Loral's Takeaways:Tax Planning and Business Structure Overview (00:05)Current Financial Situation and Tax Payments (01:03)Corporate Structure and Tax Entity Issues (02:21)Proposed Tax Strategies and Corporate Structure Adjustments (03:15)Behavioral Changes and Tax Compliance (05:41)Investment Opportunities and Tax Deductions (07:41)Bookkeeping and Accounting Adjustments (10:26)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Financial success is often described as the finish line, but reaching it doesn't always bring the fulfillment people expect. For many entrepreneurs, that ambition in the pursuit of more often comes at the expense of the relationships, values, and sense of purpose that matter most.That's why I'm excited to welcome Rich Christiansen back on the podcast. Rich has founded or co-founded more than 50 companies throughout his career and has become a leading voice on values-based decision making, family legacy, and creating a life of true wealth. Through his work with entrepreneurs, executives, and family offices, Rich helps high-achievers live in alignment, dismantle limiting beliefs, ignite their passions and create a fulfilling life.In this conversation, Rich shares a different perspective on what it means to be truly wealthy. Drawing from decades of entrepreneurial experience, including his work with a billionaire who broke down in tears after realizing he had damaged many of his closest relationships, Rich explains why fulfillment, peace, and meaningful connections are often the missing ingredients in a life that looks successful from the outside.In this episode, you'll learn: ✅ Rich's framework for defining true wealth, building deeper relationships, and creating a life of flow instead of force.✅ How to identify your true inner circle and strengthen your most important relationships.Show Notes: LifestyleInvestor.com/295Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Donor-advised funds have become one of the most popular charitable giving tools in the country, with more than $326 billion now held in donor-advised fund accounts. Yet many retirees and investors still don't fully understand how donor-advised funds work, when they make sense, or how they can fit into a broader tax planning and retirement planning strategy. In this episode, Tyler Emrick, CFA®, CFP®, covers: What a donor-advised fund is and how it works Why donor-advised fund assets have nearly doubled since 2020 How donating appreciated stock can reduce taxes and avoid capital gains Why investment growth inside a donor-advised fund may increase charitable impact over time How charitable bunching strategies can create larger tax deductions Common donor-advised fund mistakes and misconceptions Real-world situations where donor-advised funds may fit into a retirement or tax planning strategy For retirees and investors who regularly support charities, a donor-advised fund can be much more than a charitable account. It can be a tax planning tool, an investment tool, and a way to simplify ongoing charitable giving. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/    Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

You worked for decades to build your wealth. But what happens when it's time to stop saving and start using it? Matt Landon, CFP®, and CEO of Semmax Financial Group, and Larry VanLandingham, CFP®, walk through the shift from accumulation to distribution, covering income planning, tax strategy, and the mindset changes most people are not fully prepared for. If you are within five years of retirement or already there, this conversation will help you understand where to start, what to watch for, and how to build a plan that gives you real confidence no matter what the markets are doing.   Key Takeaways: Getting to retirement and getting through it are two very different challenges. The shift from saving to spending is harder than most people expect, and it requires a real plan. Taxes are likely your single largest expense in retirement, and the order you draw from accounts matters. Stress-testing your plan against real historical events gives more durable confidence than any headline can shake. You cannot control market noise or political headlines, but you can control whether you have a plan. If you are handing your advisor statements instead of a strategy, you do not have a plan yet.   Chapters: 0:00 Introduction 0:20 Are You On Track? Defining What That Actually Means 2:09 The Mindset Shift from Saving to Spending 6:19 Building an Income Plan for Retirement 8:57 Tax Strategy and the Sequence of Distributions 17:18 Where to Start 18:31 Stress-Testing Your Plan Against Real Market Events 23:16 Tuning Out the Noise  

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

Can you gift a property straight into a limited company? And should you use a bridging loan or equity for your first BRR project? Rob & Rob tackle both on this Tuesday's Ask Rob & Rob. (00:38) Fred's relative wants to pass him a property to reduce their inheritance tax bill, but can it go directly into his limited company? Rob D explains why that's probably not a good idea, breaking down the inheritance tax and stamp duty implications of each route. (04:23) Will's a young investor sitting on an unencumbered property and is itching to do his first BRR project. Should he use a bridging loan or release equity? Rob B explains the one option that gives you far more protection if things don't go to plan. Enjoy the show? Leave us a review on Apple Podcasts - it really helps others find us! Sign up for our free weekly newsletter, Property Pulse Got a question? Send it in here Find out more about Property Hub Invest

On this episode: The over heated stock market, the war, and inflation: Are these things keeping you from retiring? Have we found the perfect number for your IRA-to-Roth conversion? The purpose for a Will and how you spend your inheritance. 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.

Craig and David discuss the importance of tax strategy in retirement planning, focusing on tax brackets, tax arbitrage, and managing surviving spouse risks to maximize retirement income and minimize taxes.See omnystudio.com/listener for privacy information.

Are you relying too much on a calculator to make retirement decisions? In this episode from this past weekend’s radio show, Mike Douglas breaks down the growing uncertainty around inflation, job stability, and tax policy—and how those factors affect retirement planning. The conversation explores Roth conversions, why projections are only part of the picture, and the importance of coordinating taxes, investments, and income strategies. Mike also discusses how to prepare for unexpected events like layoffs and why building a flexible, lifestyle-focused plan can help guide decisions through changing circumstances. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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

Achieving success in real estate isn't about predicting the future. While many investors have spent the last few years waiting for certainty, some of the best operators in the industry, including today's guests, have been quietly positioning themselves to acquire high-quality assets at significant discounts and prepare for the next market cycle.That's why I'm excited to welcome founding partners of RREAF Holdings, Kip Sowden and Doug McKnight. With nearly 80 years of combined investment experience spanning multiple economic cycles, they've built a vertically integrated real estate investment and operating company that has grown from $100 million in assets to nearly $5 billion. Their disciplined approach and commitment to long-term value creation have helped them navigate market downturns while continuing to uncover opportunities others overlook.In this conversation, we discussed why today's market dislocation is creating some of the best buying opportunities in years and why the quality of sponsors matters more than ever. They also reveal the reasons why they're bullish on build-to-rent communities, mobile home parks, distressed acquisitions, and the lessons they've learned from navigating decades of market cycles.In this episode, you'll learn: ✅ How Kip and Doug used vertical integration to scale RREAF from approximately $100 million to nearly $5 billion in AUM.✅ How RREAF's vertically integrated operating model helps them identify opportunities, manage risk, and outperform competitors across multiple real estate sectors.✅ How changing housing preferences among younger generations and first-time homebuyers are creating new opportunities in build-to-rent communities, mobile home parks, and other residential real estate sectors. Show Notes: LifestyleInvestor.com/294Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Stephen Vereb shares his transition from franchising into diversified real estate investing, building wealth through syndications, mobile home parks, industrial properties, and other cash-flowing assets. He discusses the importance of networking, leveraging partnerships, managing risk, and creating passive income streams while maintaining a strong focus on family and long-term legacy.   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   —--------------------

If you think life insurance is about protection, you'll miss what it can do at a high net worth level.  For wealthy investors, business owners, and families with meaningful assets, the question is not just where to invest. It is where long-term capital should sit, how it should be owned, how it should grow, how private it should remain, and how efficiently it can move to the next generation. That is where Private Placement Life Insurance, or PPLI, changes the conversation. Most investors dismiss life insurance because they think they already understand it. They picture ordinary policies, limited investment options, and a product built mainly around a death benefit. But at the high end, that framework is incomplete. PPLI is not ordinary life insurance. For the right investor, it can function as a long-term asset structure, allowing capital to grow in a tax-advantaged environment, support estate planning, simplify reporting, preserve privacy, and create a more strategic way to hold assets over time. In this episode of Money School Elite, I sit down with Mike Malloy to unpack how PPLI actually works, why wealthy families use it, and why the structure around an asset can matter just as much as the asset itself. Mike works with high-net-worth clients, families, and advisors on advanced tax and estate planning strategies using Private Placement Life Insurance. In this conversation, he explains why PPLI is not simply about buying insurance.  It is about building a structure around long-term capital, especially for investors who have already used the obvious planning tools and need a more sophisticated way to think about tax efficiency, privacy, liquidity, and wealth transfer.   About the Guest  Michael Malloy is a founding partner of EWP Financial. With decades of experience helping global families and advisors use PPLI and Expanded Worldwide Planning to enhance tax efficiency, asset protection, and compliance. To learn more, visit https://www.ewp-financial.com/ or call 530-692-1007.    About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

This week on Financial Planning: Explained, host Michael Menninger, CFP® walks through a comprehensive estate planning case study, illustrating how thoughtful planning can help families protect assets, minimize taxes, and ensure their wishes are carried out efficiently. Using a real-world financial planning scenario, Michael breaks down the key components of an effective estate plan, including wills, trusts, beneficiary designations, powers of attorney, healthcare directives, and strategies for transferring wealth to future generations. He also highlights common estate planning mistakes that can create unnecessary costs, delays, and family conflicts. Throughout the episode, Michael explains how estate planning integrates with a broader financial plan and why regularly reviewing your estate documents is essential as your family, assets, and goals evolve over time. Whether you're building your first estate plan, updating existing documents, planning for retirement, or looking to preserve your legacy for your loved ones, this episode provides practical insights and actionable strategies to help you make informed decisions. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

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

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

In this episode, the amazing Catrina M. Craft continues her 10 Episode Master Class with our show as she shares expert insights on tax deadlines, strategic equipment purchases, leveraging family employment for business benefits, and the advantages of podcast guest appearances for entrepreneurs. Tune in to learn actionable tips to optimize your business finances and growth strategies."Know your state and federal tax deadlines."Chapters00:00 Vacation or Business Trip?01:19 Tax Deadlines and Responsibilities05:08 Maximizing Deductions for Equipment10:08 The Power of Podcasting12:32 Summer Business Strategies"Pay something on taxes to reduce penalties." Other Takeaways* Tax deadlines and penalties*Summer business planning and travel strategies*Strategic equipment purchases and deductions*Hiring family members for business benefits*Benefits of being a podcast guest*Business Deduction OptimizationThis 10 Episode Tax Strategy Master Class Will Change Your Life:EPISODE #1/10: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: March 9, 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.

Send us Fan MailWe break down how certain convenience store and gas station real estate investments can produce a massive first-year tax deduction using 100% bonus depreciation and fund-level leverage. We also map out who can use the losses, what returns can look like, and how to plan for depreciation recapture with smart exit options like DSTs and 1031 exchanges. • how C-stores can qualify for 100% bonus depreciation when gasoline revenue meets the threshold • why leverage inside the fund can turn $100,000 of equity into a much larger K-1 tax loss • how rental losses can offset passive real estate income and other passive income streams • when Real Estate Professional Status can open up active income and portfolio income planning • how failed 1031 exchanges and boot can be partially neutralized with the right loss strategy • what to expect in years two through exit, including projected hold periods and cash-on-cash returns • how depreciation recapture works and why rolling into a DST can help manage the tax hit • why DSTs can make sense for passive investors, debt replacement, and diversification by hold period The way to get a hold of me is first my email is Larry at 1031financial.com. The firm is 1031financial.com. And the way to get a hold of Lary directly is 516-350-2643. *Go to https://www.prosperlcpa.com/apply, and I will send you a personalized video illustrating what may be possible based on your situation. 

In this episode, Gabe McManus sits down with Jeremy Lederer, CPA and founder of XIT CPA, to explore what separates a tax preparer from a true tax strategist. Jeremy brings more than 16 years of experience working with entrepreneurs, business owners, and high-income professionals to zero (yes, zero) out their federal tax liability using legal, government-backed strategies. From film financing deductions to healthcare software investments, Jeremy breaks down the frameworks he writes about in his book The Zero Tax Strategy. He makes the case that implementation, not information, is the missing ingredient for most people. This is one for any financial advisor whose clients are paying more to Washington than they have to.About Jeremy LedererJeremy Lederer, CPA, is the founder of XIT CPA, a tax strategy firm that landed on the Inc. 5000 list of the fastest-growing private companies in America in 2023. With over 16 years of experience, Jeremy specializes in helping entrepreneurs and high-income professionals legally reduce or eliminate their federal tax burden through personalized, audit-proof strategies. A former professional golfer and winner of the 2008 San Juan Open, he brings the same precision and competitive drive to tax planning that he once brought to the fairway. Jeremy is also the author of The Zero Tax Strategy and a former certified mastery-level strategist within Tom Wheelwright's WealthAbility Network.What We CoverWhy Jeremy quit his firm in 2014, and the $100,000 savings opportunity his managing partner refused to pursue for a clientWhy the average age of a CPA today is close to 70, and what that means for the quality of advice most business owners are gettingThe fundamental premise of the U.S. tax code: 99.9% of its 80,000 pages are about how to avoid tax legally, not how to pay itHow W-2 earners can use Section 181 film financing to create a $400,000 deduction from a $100,000 cash investmentThe Amanda case study: a $2 million-per-year biotech founder who zeroed her tax with a $300,000 healthcare software investmentWhat "to change your tax, you have to change your facts" actually looks like in practiceThe audit that went perfectly: a $500,000 deduction, a nervous client, and a "no change" outcomeResources MentionedThe Zero Tax Strategy by Jeremy Lederer, CPA — available at zerotax.com/bookVivid Vision by Cameron HeroldConnect with Jeremy LedererWebsite & book: zerotax.com/bookXIT CPA: xitcpa.comLinkedIn: linkedin.com/in/jeremy-lederer-6128691bSupport the show

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In this episode, Cody Crabb interviews Jason Melillo, CEO of KBKG, about how real estate investors can leverage cost segregation and tax strategies to maximize cash flow and reduce taxes. They explore practical tips for investors at all levels, including how to implement cost segregation, the benefits of 1031 exchanges, and common pitfalls to avoid.   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   —--------------------

Thinking about retiring early—do you know the key ages that could shape your entire strategy? In this episode, Abe Abich walks through the six critical retirement milestones that influence when and how you access income. From the Rule of 55 to Social Security timing and Medicare eligibility, the discussion highlights how each age can affect taxes, benefits, and long-term planning. Abe explains how these decision points connect and why understanding them can help you better prepare for the transition into retirement. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Disclaimer: Today's episode is sponsored by Gelt. Content is for educational purposes only. Not advice. Results discussed have not been vetted. Claims made by the guest have not been verified. The views expressed by the guest do not reflect those of the host or this show.—

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

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

Running a successful business doesn't automatically translate into success at home. In fact, many ambitious entrepreneurs and high performers slowly drift away from the people they care about most without even realizing it. And by the time they realize their ambition has come at the expense of their family, the resentment that's been building can take years to heal.That's why I'm excited to introduce you to my friend Jeff Zaugg. Jeff is the founder of DadAwesome and host of the DadAwesome podcast, and has spent the last eight years helping fathers become more intentional leaders at home while raising four daughters of his own.Through conversations, live events, and his new book DadAwesome, Jeff has become a powerful voice for dads who want to build deeper relationships, stronger families, and a meaningful legacy that extends far beyond financial success.In this conversation, Jeff and I unpack the hidden “riptides” that pull high-performing fathers away from connection, presence, and intentional living. We discuss why so many driven men default to prioritizing business over relationships, how to create family values that last for generations, and the practical habits that help ambitious parents stay emotionally connected while still pursuing big goals.In this episode, you'll learn: ✅ How Justin's wake-up call after coming home late and seeing his wife crying on the porch revealed the hidden cost of always saying yes to more business events and opportunities.✅ How Jeff's framework of “Loved, Learner, Leader” can help shape your family culture and legacy for generations.✅ Jeff's simple system to create intentional conversations that can help you become more emotionally present as a husband and father.Show Notes: LifestyleInvestor.com/293Tax 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, David Bibiano shares his journey from military service to digital media entrepreneurship and now real estate investing. Discover how leveraging video strategies and innovative structures like series LLCs can accelerate real estate growth and operational efficiency.   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   —--------------------

Ryan Otto of Accent Financial Services shares expert insights on proactive tax strategies, tax smithing, and maximizing wealth for real estate professionals and business owners. Discover how to turn tax liabilities into financial assets, avoid common compliance mistakes, and leverage underutilized opportunities like S-corporations and energy credits.   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   —--------------------

Schedule a Free Financial Assessment with an experienced professional:https://bit.ly/PureFreeAssessmentHeidi from the Space Coast of Florida found a money-saving tidbit in a past episode that completely changed how she thinks about her financial advisor's fee. Joe Anderson, CFP® and Big Al Clopine, CPA expand on the strategy, today on Your Money, Your Wealth® podcast number 584. Laverne and Shirley have four million bucks, Roth conversion questions, annuity questions, and a retirement plan so detailed it may require a diagram. Finally, Bess and George from Pure Michigan are already retired, already on Social Security, and already losing sleep over their investments. So why are they so stressed? Joe and Big Al's a debate about a 1% advisory fee gets a little spicy in that one.Retirement Accounts Guide - free download:https://purefinancial.com/white-papers/retirement-accounts-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-retirement-accounts-guide&utm_content=ymyw-pod-ep584-description-whitepaperFinancial Blueprint - free, self-guided retirement plan check-in:https://purefinancial.com/financialblueprint/?utm_source=captivate&utm_medium=podcast&utm_campaign=financial-blueprint&utm_content=ymyw-pod-ep584-description-blueprintRetirement Course: Can You Hit a Hole in One? With PGA Pro Chris Riley - YMYW TV:https://purefinancial.com/ymyw/episodes/retirement-course-hole-in-one-pga-pro-chris-riley/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep584-description-tv-s11e02REQUEST your Retirement Spitball Analysis:https://bit.ly/AskJoeAndAlDOWNLOAD more free guides:https://bit.ly/PureGuidesREAD financial blogs:https://bit.ly/PureFinBlogWATCH educational videos:https://bit.ly/PureEdVideosSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWNewsletterConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - Intro: This Week on the YMYW Podcast01:02 - Can Financial Advisor AUM Fees Come Out of Pre-Tax Money? (Heidi, Space Coast, FL)09:54 - Are We Converting Enough Before RMDs? What to Do With Annuities? (Laverne & Shirley, Cleveland, OH)30:23 - Target Date Funds and a Sad Brokerage: Good Enough? Can't See Ever Paying an Advisor (Bess & George, MI)45:37 - Outro: Next Week on the YMYW Podcast

Manuel Aragon spends his days helping entrepreneurs keep more of what they earn, but his path to becoming a respected tax strategist was anything but conventional. After facing 17 felony charges as a teenager and navigating years of personal challenges, Manuel refused to let his past define his future. In this episode of Living The Red Life, he shares how resilience, financial education, and relentless self-improvement helped him build Aragon Tax Return Services into a growing tax planning and advisory firm. He discusses tax strategy, entrepreneurship, financial literacy, implementation versus information, and why many business owners unknowingly leave money on the table. Through powerful lessons from the streets, the boardroom, and his upcoming book, The Tax of Life, Manuel reveals the mindset shifts that changed everything.Key TakeawaysYour past mistakes do not have to determine your future success.Tax strategy can be one of the most powerful wealth-building tools for entrepreneurs.Information alone is not enough; implementation creates results.Financial literacy is a skill that can transform families for generations.Building assets and long-term wealth matters more than simply accumulating cash.Notable Quotes"Give me a corner and a calculator and I'll hide behind the scenes.""Taxes can make or break a company.""My goal is to make taxes fun, informational, and educational.""You made a bunch of money. Now let's shelter it, move it, or invest it.""We have the freedom to change this perception of how people look at taxes."Connect with Rudy Mawer:LinkedInInstagramFacebookTwitter

In this episode, wealth strategist Malcolm Jarrell discusses advanced trust structures, the limitations of LLCs, and how to optimize real estate investments for asset protection and tax efficiency. Perfect for investors seeking to protect and grow their wealth.   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   —--------------------

Corbin Cowan explains how he connected with Board of Advisors after leaving a disappointing Florida mastermind while trying to turn around a near-bankrupt company. This lead to deals, meeting Kevin Harrington, selling that company, and later helping a med tech referral raise about $18 million and go public on Nasdaq. Corbin describes his Founders First Advisory, which prioritizes increasing what founders personally take from their businesses, starting with a tax strategy using an Inflation Reduction Act investment tax credit program (about 35%–40%) and bonus depreciation, structured to eliminate current-year income tax and potentially recover about 75% of taxes paid over the prior three years. 01:06 Founders First Advisory02:03 Board of Advisors Origin03:23 Deals and Exits Through BA04:13 Who He Serves04:43 Tax Product Overview06:55 How the Credit Works08:07 Eligibility and Intake09:54 Found Money and Peace11:00 Reinvest or Pocket ItThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.Corbin Cowan is the founder and CEO of Founders First Advisory (also known as Founder First Advisory), a financial advisory firm dedicated to helping founders, business owners, and high-income earners reduce tax friction, align their advisory teams, and optimize after-tax wealth.https://www.corbincowan.com/https://www.linkedin.com/in/corbincowan/

Jesse Flocken had what most people would consider a dream life: a stable career, a guaranteed pension, a great family, and retirement within reach before his 40th birthday. But after years of working 24-hour shifts and missing valuable time with his family, Jesse and his wife Courtney began reflecting on a question they often helped others answer: “What do we want to be known for at the end of our lives?”That clarity forced Jesse to confront a difficult truth. After writing his resignation letter just to see how it felt, he realized he couldn't go back to firefighting for even one more shift.Today, Jesse is an entrepreneur, growth strategist, and founder of Clearly Relevant, a marketing and business growth company that helps brands scale through better systems, attract better leads, and close more business. But what makes Jesse's story so compelling isn't just the business he built after leaving the fire department. It's the mindset shift that completely changed how he defines success, fulfillment, and freedom.In this conversation, we discuss how clarity can help you realize that opportunities are actually distractions, why so many high achievers struggle to slow down long enough to define what they truly want, and how building a business around your values can create deeper fulfillment both personally and professionally.In this episode, you'll learn: ✅ Why Jesse walked away from a guaranteed pension just four years before retirement to pursue entrepreneurship and a more intentional life.✅ How writing his resignation letter before making the decision gave him the clarity to know he was making the right choice. ✅ How defining what you want to be known for at the end of your life can help you reverse engineer a more meaningful life and business.Show Notes: LifestyleInvestor.com/292Tax 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.

Eight questions. Eight real financial situations. Eight answers that might change the way you think about your money.  

Your bookkeeping changes everything from a tax standpoint.If your books are messy, outdated, or based on guesswork, your tax planning is already working with bad information. You may miss deductions, misjudge your profit, make poor year-end decisions, or overpay the IRS without realizing it.In this episode, Mike breaks down why bookkeeping is not just administrative work. It is the foundation of smart tax planning. He explains what bookkeeping actually is, how your profit and loss statement and balance sheet affect your taxes, and why clean, accurate books help business owners make better decisions, reduce tax-season stress, and uncover more opportunities to lower their tax bill.

Taxes are not just something you deal with once a year when it is time to file. For high earners, business owners, and investors, taxes are part of the bigger wealth-building strategy. In this episode, Shari Rash talks with CPA and tax strategist Catrina M. Craft about how to stop playing defense with the IRS and start thinking more proactively about tax strategy. Catrina explains why the tax code often creates more opportunities for business owners and investors, why high-earning W-2 employees may feel limited but are not completely out of options, and how Roth accounts, HSAs, real estate, business structure, and proactive planning can all play a role in a smarter tax picture. They also talk about the difference between an accountant, a bookkeeper, a CPA, and a tax strategist, why waiting until March or April is usually too late for meaningful tax planning, and why deductions are not free money. You'll hear: Why tax filing and tax strategy are not the same thing Why high earners need to stop treating taxes like a once-a-year event What W-2 employees can still consider when they feel stuck How Roth 401(k)s, backdoor Roth strategies, and HSAs may fit into long-term planning Why business owners need to understand entity structure, deductions, documentation, and ordinary and necessary expenses Why spending money just for a tax deduction can backfire How to think about tax planning as part of your larger financial strategy This episode is for educational and informational purposes only and is not individualized financial, investment, tax, legal, or accounting advice. Before making tax, investment, retirement, business, or entity-structure decisions, consult with qualified professionals who understand your specific situation. If you want help building a financial plan that connects your income, investing, taxes, cash flow, and long-term goals, learn more about working with Shari Rash and ⁠GWA Wealth⁠ by visiting gwawealth.com. Follow Everyone's Talkin' Money on your favorite podcast app so you never miss an episode, and keep the conversation going on Instagram @everyonestalkinmoney⁠ Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Shari Rash is a financial planner and Investment Adviser Representative of GWA Wealth, a Registered Investment Adviser. The information provided in this podcast is for educational and informational purposes only and should not be construed as personalized investment, tax, or legal advice. Listening to this podcast does not create an advisory relationship with Shari Rash or GWA Wealth. All investments involve risk, including the potential loss of principal. Any references to specific investments, strategies, or securities are for illustrative purposes only and are not recommendations. You should consult your own financial advisor, tax professional, or attorney regarding your individual situation before making any financial decisions. The views expressed by guests are their own and don't necessarily reflect the views of GWA Wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices