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The Dentist Money™ Show | Financial Planning & Wealth Management
On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down tax planning strategies for dentists at every career stage, from early associates to practice owners nearing retirement. They explain how tax brackets and effective tax rates really work, why entity selection and timing matter, and the common mistakes dentists make when chasing deductions. This episode emphasizes the importance of proactive planning, building good habits early, and having clear communication with your advisory team as your income and career evolve. Whether you're just getting started or planning your next chapter, this episode will help you put your taxes in the right context and make smarter decisions. If you missed the last episodes of the tax series you can find them here and check out our 2025 year-end tax planning checklist for dentists for more guidance! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.
Most people treat taxes like an unavoidable expense. The wealthy treat them like a strategy. In this episode, I break down how high net worth individuals and families legally and ethically use taxes to build wealth instead of losing it. We walk through the mindset shift, the incentives built into the tax code, and the four biggest strategies the wealthy use to lower their effective tax rates while compounding assets. This is not about loopholes or shortcuts. It is about understanding how the system works and using it intentionally. If you are tired of reacting to taxes and want to start planning ahead, this episode is your starting point. Episode Timeline and Highlights 00:00 Why taxes are a blueprint not a bill 01:15 The mindset difference between classes 03:00 Why the tax code rewards behavior 04:20 Business ownership and pre tax strategies 06:40 Depreciation explained simply 08:30 Real estate and tax efficiency 10:20 Proactive planning versus reaction 12:00 DIY or delegate 13:30 How to start using the system Key Takeaways • Taxes are an incentive system • Ownership changes how you are taxed • Depreciation creates real advantages • Real estate compounds wealth and tax efficiency • Planning ahead reduces stress and taxes • Education is the real advantage Quotables "The wealthy do not fear taxes. They design around them." "Taxes are not the enemy. Ignorance is." "Playing offense with money starts with understanding the rules." Closing If this episode gave you clarity, share it with someone still paying taxes blindly. You do not need to cheat. You do not need to be ultra rich. You just need to learn the system and use it intentionally.
YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your Wealth® podcast number 563, Joe Anderson, CFP® and Big Al Clopine, CPA break down the smartest tax moves, the biggest Roth mistakes to avoid, and how real people solve real retirement problems - with the help of special guests Susan Brandeis CFP® and the IRA guru, Ed Slott, CPA. Find out when Roth conversions help or hurt, how to lower lifetime taxes for you and your heirs, what it really takes to retire confidently, even without a massive portfolio, and more. Watch or listen and steal the financial strategies that made YMYW's most popular episodes of the year. Free Financial Tools & Resources in This Episode: https://bit.ly/ymyw-563 (full show notes & episode transcript) The Complete Roth Papers Package - 3 free downloads in one! Don't Let These 10 Risks Break Your Retirement - YMYW TV Financial Blueprint (self-guided) EASIRetirement (self-guided) Financial Assessment (Meet with an experienced professional) LISTEN to the Best of the YMYW Podcast 2021, 2022, 2023, 2024 LISTEN to the Top Funniest Moments from the YMYW Podcast Vol. 1, Vol. 2 REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings Chapters: 00:00 - Intro: This Week on the YMYW Podcast 00:54 - Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? from ep. 526: YMYW most listeners and plays in 2025 on Apple Podcasts, YMYW most downloaded in 2025 across all podcast platforms 20:46 - Is There a Point Where Roth Conversions No Longer Make Sense? (Jerry, Phoenix, AZ) from ep. 535: YMYW most views, watch time, and new subscribers in 2025 on YouTube, most engaged listeners in 2025 on Apple Podcasts 32:13 - Roth Conversions vs. Taking Advantage of Zero Percent Cap Gains (Skipper, CA) from ep. 517: YMYW most consumed episode in 2025 on Apple Podcasts 43:06 - We're in Our Early 40s with $795K Saved. Can We Retire at 55? (Mr Buckeye, OH) from ep. 546: YMYW longest average view duration in 2025 on YouTube 55:12 - Is My Husband Eligible for Spousal Social Security Benefits Now that WEP and GPO Are Gone? (Cherilyn, El Cajon, CA) from ep. 536: YMYW most plays, most listeners, and most viewers in 2025 on Spotify 59:53 - Outro: 2025 Stats and Next Week on the YMYW Podcast
Starting your investment journey can be overwhelming, but it doesn't have to be. Learn the mindset shifts and practical steps to avoid common beginner mistakes and start winning in investing.In today's conversation, the financial coaches discuss the mindset and strategies beginner investors need to develop to succeed in different investment avenues. They break down the critical first steps for anyone looking to get started, how to evaluate deals, and the common pitfalls that can derail new investors. The coaches share insights into the importance of having a clear investment strategy, understanding your investor DNA, and the role of whole life insurance in building wealth.Listeners will learn how to build a strong foundation for sustainable success while avoiding the distractions that many beginners fall for. This episode provides a roadmap for making informed decisions, turning passive income into reality, and building wealth with confidence.Top three things you will learn:-Common mistakes that beginners make when starting to invest-Essential strategies for making your first investment successful-The best ways to evaluate deals and build a profitable portfolioDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.
Washingtonians gathered in Olympia to protest the state’s out-of-control taxation. Seattle is buzzing about the Seahawks with the playoffs upon us. // LongForm: GUEST: Rep. Michael Baumgartner (R-WA) on the operation in Venezuela over the weekend. // Quick Hit: The Department of Homeland Security is going after Hilton Hotels after allegations that its canceling reservations for officers.
Unpopular Opinions From a Law Firm Tax Pro #94 – Zero Taxes Is Not the Goal If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.
Happy New Year, everyone! Here's the first episode of The Loftus Party podcast with Michael Loftus of 2026! We've got a good one for you. All the news about Venezuela and more! Sure, we'll laugh about the news, but we're talking solutions too! We had to give loads of attention to the ongoing fraud battle and DOGE as well! And of course, there's life hacks and for fun? Really bad sex tips! The stuff you don't wanna be doing when you're hooking up. It's a big fun show and we're glad you're here.Want to show your support and get all the cool extras? We're on Locals and Patreon! Join up, join in! Let us begin! Hot tip: Locals is the way to go. Just saying.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the Sunlight Tax Podcast, I'm breaking down my most effective tax prep strategies to help creatives and entrepreneurs start the year organized, confident, and ahead of the game. I share my January setup to make your taxes a breeze. I'll give you the exact systems I recommend for simplifying tax season without overwhelm or guesswork – like tracking mileage and mileage logs, setting up a simple document filing system, knowing your 1099 requirements, and a receipt management workflow that's easy to maintain all year long. If you want to avoid costly tax mistakes and move through tax season smoothly, this episode gives you actionable tools you can implement right now. Whether you're self-employed, earning 1099 income, or running a creative business, you'll walk away with a clear plan for staying compliant, reducing stress, and setting yourself up for a better money year. Also mentioned in today's episode: 01:12 New Year, New Tax Strategies 03:13 Essential Tax Preparation Tips 09:44 Understanding 1099s and Deadlines 14:01 Setting Up a Business Bank Account 15:54 Organizing Receipts for Tax Season 19:28 Other Resources If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences. Links: Get your free January Checklist The Sunlight Tax Podcast EP4: Mileage: the best deduction you're missing Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get your free visual guide to tax deductions
Mike Switzer interviews Rick Van Der Noord, a certified financial planner in Greenville, SC.
On this episode of Under the Dome for Tuesday, Jan. 6, 2026, host and Capitol bureau chief Dawn Vaughan sits down with North Carolina's Democratic Gov. Josh Stein to talk about the lack of a state budget, the fight over taxes, when Medicaid might get funding and working with GOP leaders. Host: Dawn Vaughan Guest: Gov. Josh Stein Producer: Kevin Keister Want even more North Carolina politics news? Our Under the Dome newsletter dives deep into all things #ncpol and legislative happenings. It's sent to your inbox Sunday to Friday. Sign up here. Please consider supporting local journalism with a subscription to The N&O. If you're already a subscriber, thank you! Learn more about your ad choices. Visit megaphone.fm/adchoices
How long would $1.5 million really last in retirement—and what if you’re forced to retire before you’re ready? In this episode, Art McPherson breaks down the realities of taxes, Social Security, and unexpected life changes, sharing practical strategies for building a resilient retirement plan. From navigating Medicare premiums to setting meaningful goals instead of empty resolutions, discover how to adapt, thrive, and make your money work for you—no matter what the new year brings. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
New tax laws in Nigeria are drawing criticism just days after taking effect, with many citizens worried about rising costs, shrinking incomes and pressure on small businesses. The government insists the reforms are designed to make the system fairer and more efficient, but scepticism remains over how the money will be used. We unpack what the new laws actually change and hear from officials defending the policy.We also turn to health, as experts warn that stress-induced overeating is becoming a major problem across Africa, driven by economic pressure, urban life and uncertainty.Presenter: Charles Gitonga Producers: Blessing Aderogba, Makuochi Okafor, Keikantse Shumba, Priya Sippy, Bella Twine Senior Producer: Daniel Dadzie Technical Producer: Terry Chege Editors: Samuel Murunga and Maryam Abdalla
Are you curious about the way ultra-rich people think and grow their wealth? In this episode, Garrett Gunderson, author of What Would the Rockefellers Do?, joins Cameron Christiansen and Anthony Faso to discuss how the wealthy think differently about money and how to design a fulfilling life. Unlike conventional wisdom, the Rockefellers didn't rely on chasing high rates of return but focused on keeping money in motion. Garrett dives into the philosophy of investing in people, particularly the next generation, and how financial intelligence, emotional intelligence, and wealth-building strategies align with family legacy creation. Learn how the Rockefellers set up family offices, structured trusts, and built lasting wealth by thinking in terms of generations, not years. With insights into creating a lasting legacy, this episode explores the importance of shifting from the traditional retirement mindset to one focused on purpose, value creation, and financial freedom. If you're looking to take control of your wealth and create a legacy for your heirs, this episode is for you. In This Episode: - A culture that's obsessed with retiring early - The danger of chasing financial freedom without a purpose - Understanding the Rockefeller mindset: Why the wealthy think differently - Garrett's insights on how to create a legacy for your heirs - Practical steps to implement the Rockefeller wealth-building philosophy - How the Rockefellers use family offices and trusts to protect wealth - How to tap into your skills to create more value - Garrett's most cherished accomplishment Resources:
The Krewe sits down with Amy Hever, Executive Director of the MLB Players Trust, and Chris Capuano, former MLB pitcher & Chair of the Players Trust Board, to explore how MLB players give back through community-driven initiatives. Discover the mission of the MLB Players Trust, player-led philanthropy, & how baseball continues to bridge cultures between Japan & the United States through youth programs, education initiatives, & meaningful cross-cultural engagement beyond the field.------ About the Krewe ------The Krewe of Japan Podcast is a weekly episodic podcast sponsored by the Japan Society of New Orleans. Check them out every Friday afternoon around noon CST on Apple, Google, Spotify, Amazon, Stitcher, or wherever you get your podcasts. Want to share your experiences with the Krewe? Or perhaps you have ideas for episodes, feedback, comments, or questions? Let the Krewe know by e-mail at kreweofjapanpodcast@gmail.com or on social media (Twitter: @kreweofjapan, Instagram: @kreweofjapanpodcast, Facebook: Krewe of Japan Podcast Page, TikTok: @kreweofjapanpodcast, LinkedIn: Krewe of Japan LinkedIn Page, Blue Sky Social: @kreweofjapan.bsky.social, Threads: @kreweofjapanpodcast & the Krewe of Japan Youtube Channel). Until next time, enjoy!------ Support the Krewe! Offer Links for Affiliates ------Use the referral links below & our promo code from the episode!Support your favorite NFL Team AND podcast! Shop NFLShop to gear up for football season!Zencastr Offer Link - Use my special link to save 30% off your 1st month of any Zencastr paid plan! ------ About MLB Players Trust ------MLB Players Trust WebsitePlaymakers Classic Info & TicketsMLB Players Trust on IGMLB Players Trust on X/TwitterMLB Players Trust on LinkedInMLB Players Trust on Facebook------ Past KOJ Traditional Japan Episodes ------Japanese Soccer on the World Stage ft. Dan Orlowitz (S6E5)Meet the J.League ft. Dan Orlowitz (S6E4)Kendo: The Way of the Sword ft. Alexander Bennett, 7th Dan in Kendo (S4E16)The Life of a Sumotori ft. 3-Time Grand Champion Konishiki Yasokichi (S4E10)Talking Sumo ft. Andrew Freud (S1E8)------ JSNO Upcoming Events ------JSNO Event CalendarJoin JSNO Today!
WWW.ADVENTUREFREAKSSS.COM Find your Ideal Destination Here: https://adventurefreaksss.com/ideal-destination-finder/ ================================= How to work with me: =================================
Taxes are the single biggest expense most Americans will ever face—and yet almost no one is taught how they really work. In this episode of Right About Now, Ryan Alford is joined by Mark J. Kohler, renowned Main Street tax attorney, to break down how the tax code is designed to reward certain behaviors—and how everyday entrepreneurs can legally take advantage of it. This conversation covers: Why side hustles unlock powerful tax advantages How small business owners can dramatically reduce their effective tax rate The difference between delegating taxes and leading your tax strategy Why depreciation, real estate, and alternative investments matter How wealthy individuals think differently about money and taxes Why the tax code incentivizes entrepreneurship, housing, and investment Mark explains that the tax system isn’t broken—it’s behavior-based. Those who understand the rules use them to build wealth, while everyone else overpays out of fear or ignorance. If you’re a business owner, investor, or building a side hustle, this episode will change how you think about money—and what you keep. Guest:Mark J. Kohler – Tax Attorney & EntrepreneurWebsite: markjkohler.com
Social Security and Medicare aren't abstract programs — they keep millions of Americans alive. Critics warn Trump-backed policies could force seniors and disabled Americans to delay or skip lifesaving care. We break down what's changing, who's at risk, and why this could become a public health emergency. Executive Director of Social Security Works, Alex Lawson joins Thom to break it down. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Matt and Nic are back for the first OTB show of 2026. In this episode: Matt's ice rink adventures The House issues a draft of the PARITY Act The trouble with wealth taxes DATs continue to bleed out We talk about Nic's fiction story Predictions for 2026 Is there a secret exchange insolvency? What constitutes insider trading for prediction markets? Is the four year cycle finally over? Is it time to try socialfi again? Kickstarter snafus Content mentioned in this episode: Nic Carter, Trillion Dollar Salvage
The North Carolina Chamber serves as the voice for businesses large and small in this state, and when it endorses or opposes legislation, state lawmakers from both parties take notice. To get an update on the NC Chamber's advocacy efforts in 2025 and what's ahead in 2026, WUNC's Colin Campbell visited the group's office to speak with president and CEO Gary Salamido. Salamido also weighed in on the ongoing battle between House and Senate Republicans over scheduled income tax cut triggers and the broader budget stalemate, and provided an update on the Chamber's new program to help small businesses access affordable employee health insurance.
Ryan Wrecker talks with Dylan Sharkey about Illinois' grocery tax changes, shifting the 1 percent tax from a statewide requirement to an optional local levy, and the debate over Governor J.B. Pritzker claiming credit for eliminating it. Sharkey explains how Illinois compares to other states on grocery and overall taxes, concerns about the state budget process and transparency, regional political divides, and the pressure of property taxes and pension costs.
Ryan Wrecker fills in across all three hours with a wide-ranging show covering politics, culture, media, and policy. The program opens with workplace banter, national headlines, and New York politics surrounding Zoran Mamdani, followed by market updates, Boeing defense contracts, tariff delays, and discussion of Elon Musk's Neuralink. Ryan Schmelz joins to break down Capitol Hill battles, government funding deadlines, ACA subsidy debates, midterm-year dynamics, foreign policy developments, and the chaotic Sugar Bowl finish between Ole Miss and Georgia. Later hours focus on alleged large-scale Minnesota fraud involving federal aid programs, media trust and newsroom bias, higher education and Western civilization debates, and a somber health update on Scott Adams. Braden Perry provides a legal breakdown of how prosecutors build major fraud cases, while Dylan Sharkey examines Illinois grocery tax changes, budget transparency issues, property taxes, universal basic income pilots, education funding, and Governor J.B. Pritzker's national ambitions. The full show blends serious policy discussion with pop culture, sports, and humor throughout.
Hour 3 centers on the Minnesota fraud scandal, with Braden Perry breaking down how prosecutors build large federal fraud cases, likely charges, following money domestically and overseas, statute of limitations issues, and political factors affecting investigations. Ryan also weighs in on media trust, reacting to a CBS anchor's on-air pledge and contrasting network coverage of the fraud story. The hour includes discussion on higher education and Western civilization, a brief health update on Scott Adams, and an interview with Dylan Sharkey on Illinois' grocery tax changes, budget transparency problems, property taxes, universal basic income pilots, federal education funding, and Governor J.B. Pritzker's national ambitions.
NYC mayoral inauguration bans Flipper Zero and Raspberry Pi devices Crypto must now share account details with UK tax officials Finland seizes suspected cable sabotage ship Huge thanks to our episode sponsor, ThreatLocker Want real Zero Trust training? Zero Trust World 2026 delivers hands-on labs and workshops that show CISOs exactly how to implement and maintain Zero Trust in real environments. Join us March 4–6 in Orlando, plus a live CISO Series episode on March 6. Get $200 off with ZTWCISO26 at ztw.com. Find the stories behind the headlines at CISOseries.com.
Property owners are howling as their property values, and their taxes keep going up. And the howls are loud enough for legislators to hear. They passed a number of measures aimed at providing property tax relief. But a grassroots effort to eliminate property taxes persists with the goal of qualifying a constitutional amendment for the 2026 ballot. Local governments and schools say that would be devastating. We will begin our lookback on the Statehouse and statewide news of 2025 with the push to reform property taxes and why any reforms from lawmakers may not be enough to stall a driver to abolish the taxes. Senate Bill 1, a higher education overhaul that targets what supporters call “liberal bias” on college campuses, went into effect in June. The bill, whose main architect is Sen. Jerry Cirino of Kirtland, targets most diversity, equity and inclusion initiatives on campuses and bans faculty strikes, among other measures. Legal marijuana will be more tightly regulated, and intoxicating hemp like the kind sold in corner stores and gas stations, will be banned after the legislature late in 2025 addressed those issues. Voters approved recreational marijuana in 2023 in a statute, not a constitutional amendment, allowing lawmakers to make changes. The Ohio Redistricting Commission redrew the state's congressional district maps in 2025 because the map adopted in 2022 did not have bipartisan support, meaning it had to be redrawn instead of being in place for a decade. The new map gives Republicans an edge in 12 of Ohio's 15 districts. The current map delivered 10 seats to Republicans. But this one did get bipartisan support on the commission because Democrats said they feared if they opposed it, and it went to the full legislature, the map would be even more lopsided in favor of Republicans. The months-long negotiations over Ohio's new two-year operating budget dominated the work of lawmakers for the first half of 2025. In the end, lawmakers handed off to the governor a $60 billion spending plan that flattens the state income tax, restricts the kinds of levies schools can ask voters to approve and changes the funding formula for libraries, eliminating the set percentage they received each year. Can Ohio produce enough power to keep up with demands from both consumers and data centers? That was a big issue in 2025, as the governor signed House Bill 15 in May, addressing power generation and grid reliability. Ohio voters approved an amendment to the state constitution, in place since 2023, protecting abortion rights and reproductive health. That doesn't mean lawmakers opposed to abortion were going to halt their efforts to limit it. Last year, they continued to introduce legislation opponents say conflicts with the voter-approved amendment. It's 2026 and that means big races in Ohio -- from the governor's seat with no incumbent to the Senate seat that will likely break fundraising records again -- are on the clock. Midterms will be a huge story for 2026, and races started taking shape in 2025 with the emergence of Vivek Ramaswamy on the Republican side and Dr. Amy Acton as the apparent Democratic candidate. Guests: -Karen Kasler, Statehouse News Bureau Chief, Ohio Public Radio/TV -Jo Ingles, Reporter, Ohio Public Radio/TV Statehouse News Bureau -Sarah Donaldson, Reporter, Ohio Public Radio/TV Statehouse News Bureau -Clare Roth, Managing Editor, The Ohio Newsroom
Andy shares his thoughts and commentary about 2025 returns and events for:U.S. stocksInternational stocksU.S. bondsGold & SilverBitcoinLinks in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
The economy looks strong on paper, but why does it feel harder than ever to get ahead? The answer may explain who wins and who falls behind next. In this November 2025 Passive Income Report, Russ and Joey break down the growing reality of the K-shaped economy, where markets continue to rise while everyday earners feel increasingly squeezed. They explain why inflation punishes wage earners but rewards asset owners, and how this widening gap is reshaping financial outcomes across households.The conversation explores how debt–when used strategically–can be a powerful tool during inflationary periods, while aggressively paying it off may limit opportunities and liquidity. Using real-world examples from their passive income portfolio, the hosts show how stacking small, consistent income streams can outperform chasing risky “home run” investments.Listeners also learn why mindset and systems matter more than hustle, how cash flow creates insulation from economic volatility, and why becoming an intentional investor is essential in today's environment. This episode offers a clear framework for navigating uncertainty, understanding where you sit in the economy, and taking practical steps to move to the winning side of the curve.Top three things you will learn: -Understanding the K-shaped economy-How inflation and debt interplay-Strategies for thriving in a K-shaped economyNovember 2025 Income At-A-Glance: -Gross Income for November: $55,826.80-Total Expenses for November: $14,797.90-Total Net Profit for November: $41,028.90-Difference b/t October & November: ($6,994.69)-% of net profit to overall gross revenue: 73%Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.
Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA brackets, provisional income brackets, and more.
Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In this episode, Dan and Jake host a "New Years Eve Special" with an "AMA" session filled with Q/A topics related to the Chargers, NFL Draft and the upcoming playoff matchup for the Los Angeles Chargers. Subscribe to Chargers Unleashed Podcast: https://youtube.com/c/chargersunleashedpodcast Twitter: https://twitter.com/LAC_Unleashed Facebook: https://www.facebook.com/ChargersUnleashed Patreon: https://www.patreon.com/chargersunleashed Chargers Unleashed Hosts: Jake Hefner (@JakeTHefner) and Dan Wolkenstein (@DanWSports) Blueprints Host: Jason Balliet (@Syntari13) Chargers Unleashed Podcast, and Blueprints, are weekly Chargers podcasts, part of the LAFB Network, covering all things Los Angeles Chargers. Chargers Unleashed and Blueprints provide listeners with unique and refreshing perspectives on the latest in Chargers news and storylines, along with special guest appearances, player interviews, off-season discussions for NFL Draft, Free Agency, training camps, and weekly updates surrounding Los Angeles Chargers for fans around the globe. Tune in for Chargers interviews, Chargers news, and more! Chargers players discussed include Justin aHerbert, Derwin James, Joey Bosa, Khalil Mack, Rashawn Slater, Josh Palmer, Asante Samuel Jr, Daiyan Henley, Quentin Johnston, Tuli Tuipulotu, and much more. We also discuss Chargers Head Coach Jim Harbaugh, OC Greg Roman, DC Jesse Minter and the rest of the Chargers coaching staff. The LA Chargers 2024 draft class: 1 OT Joe Alt 2 WR Ladd McConkey 3 LB Junior Colson 4 DL Justin Eboigbe 5 CB Tarheeb Still 5 CB Cam Hart 6 RB Kimani Vidal 7 WR Brenden Rice 7 WR Cornelius Johnson THANK YOU PARTNERS! This episode of Chargers Unleashed is brought to you by: *** This episode is brought to you by Mint Mobile: Go to our partner http://trymintmobile.com/chargersunleashed to get premium wireless for as low as $15 a month - Limited time offer. New activation and upfront payment for 3 mo. service required. Taxes & fees extra. Unlimited plans using more than 40GB/mo. will experience lower speeds with video streams at ~480p. Restrictions apply. ***Ombré*** Go to https://ombremen.com/ and use the code UNLEASHED for 20% off your first order. Men's personal care that is crafted for the modern man who prioritize quality, sustainability, and convenience. ***Head over to BetOnline.ag on your desktop or your mobile device to sign up today and receive your 50% Welcome Bonus on your first deposit! Just use our Promo Code: BLEAV to get started. ***RSSM Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Chargers Special Teams Demon and Linebacker talks about the 2025 season, the season highlights and lessons learned along the way, Jim Harbaugh, this championship defense under Jesse Minter, Seizing the moment, Justin Herbert, Special Teams play, and expectations moving forward into the playoffs. Chargers Del'Shawn Phillips Talks Season Highs & Lessons, Special Teams, Justin Herbert & Playoffs Use promo code CHARGERSLAFB on Sleeper and get 100% match up to $100! https://Sleeper.com/promo/CHARGERSLAFB. Terms and conditions apply. #Sleeper Subscribe to Chargers Unleashed Podcast: https://youtube.com/c/chargersunleashedpodcast Twitter: https://twitter.com/LAC_Unleashed Facebook: https://www.facebook.com/ChargersUnleashed Patreon: https://www.patreon.com/chargersunleashed Chargers Unleashed Hosts: Jake Hefner (@JakeTHefner) and Dan Wolkenstein (@DanWSports) Blueprints Host: Jason Balliet (@Syntari13) Chargers Unleashed Podcast, and Blueprints, are weekly Chargers podcasts, part of the LAFB Network, covering all things Los Angeles Chargers. Chargers Unleashed and Blueprints provide listeners with unique and refreshing perspectives on the latest in Chargers news and storylines, along with special guest appearances, player interviews, off-season discussions for NFL Draft, Free Agency, training camps, and weekly updates surrounding Los Angeles Chargers for fans around the globe. Tune in for Chargers interviews, Chargers news, and more! Chargers players discussed include Justin aHerbert, Derwin James, Joey Bosa, Khalil Mack, Rashawn Slater, Josh Palmer, Asante Samuel Jr, Daiyan Henley, Quentin Johnston, Tuli Tuipulotu, and much more. We also discuss Chargers Head Coach Jim Harbaugh, OC Greg Roman, DC Jesse Minter and the rest of the Chargers coaching staff. The LA Chargers 2024 draft class: 1 OT Joe Alt 2 WR Ladd McConkey 3 LB Junior Colson 4 DL Justin Eboigbe 5 CB Tarheeb Still 5 CB Cam Hart 6 RB Kimani Vidal 7 WR Brenden Rice 7 WR Cornelius Johnson THANK YOU PARTNERS! This episode of Chargers Unleashed is brought to you by: *** This episode is brought to you by Mint Mobile: Go to our partner http://trymintmobile.com/chargersunleashed to get premium wireless for as low as $15 a month - Limited time offer. New activation and upfront payment for 3 mo. service required. Taxes & fees extra. Unlimited plans using more than 40GB/mo. will experience lower speeds with video streams at ~480p. Restrictions apply. ***Ombré*** Go to https://ombremen.com/ and use the code UNLEASHED for 20% off your first order. Men's personal care that is crafted for the modern man who prioritize quality, sustainability, and convenience. ***Head over to BetOnline.ag on your desktop or your mobile device to sign up today and receive your 50% Welcome Bonus on your first deposit! Just use our Promo Code: BLEAV to get started. ***RSSM Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of The Liquidity Event, AJ and Shane kick off the new year by breaking down why leaving New York to avoid taxes is far harder than many high earners expect. Using a recent New York Times article as a starting point, they explain how New York residency audits actually work, the difference between quantitative and qualitative tests, and why most people who try to leave the state ultimately fail. They then shift to OpenAI's decision to finally allow employees to donate equity to charity, why the move matters in the ongoing AI talent war, and how equity structure and tax timing play into charitable planning. The episode wraps with a deep dive into IPO scams, explaining how regulatory carveouts meant to encourage public listings instead enabled a wave of fraudulent foreign companies — and why retail investors are often the ones left holding the bag. Taxes, equity, audits, and a classic Reddit money question to close out the year. Key Timestamps (00:00) Welcome, New Year timing, and recording Episode 170 in December (02:00) New Year's plans, hosting fatigue, and seafood traditions (04:00) The grill disaster and calling an audible on a holiday party (06:50) Rich New Yorkers threatening to leave and why it's harder than it sounds (08:15) New York residency audits and the two tests you must pass (10:10) Qualitative residency rules: holidays, dogs, storage units, and intent (13:30) Why most people fail New York tax exit strategies (19:50) OpenAI allows employees to donate equity to charity (22:30) IPO scams, the JOBS Act, and why fake companies keep slipping through (26:45) Reddit question: what to do with $1.8M in liquid assets at a young age
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When someone has lived in a home for many years, their property taxes are often artificially low because of long-standing exemptions and assessment caps (like Florida's Save Our Homes).If you close in January of the following year, here's what happens:What you get at closingProperty taxes are paid in arrearsAt a January closing, the tax proration is based on the prior year's tax billThat bill still reflects:The long-term owner's capped assessmentTheir homestead exemptionAs the buyer, you effectively benefit from those lower taxes for that entire yearWhy the increase doesn't hit right awayThe county does not immediately reassess at closingThe new assessed value is set as of January 1 of the year after the saleThe higher tax bill is issued the following yearTimeline exampleJanuary 2026 – You close on the homeAll of 2026 – Taxes are based on the prior owner's low, capped valueNovember 2026 – You receive the first tax bill, still using the old assessmentJanuary 2027 – Reassessment takes effect at the higher valueNovember 2027 – You receive the higher tax billKey takeawayYou enjoy the lower taxes for the full year after closingThe adjustment does not occur until the second yearThis is why January closings after a long-term owner can look very attractive up front—but the increase is delayed, not eliminatedWhy this mattersMany buyers think the taxes shown at closing are permanent. In reality, they're just on a one-year lag due to how property tax assessments work.tune in and learn https://www.ddamortgage.com/blogdidier malagies nmls#212566dda mortgage nmls#324329 Support the show
The Part of the Business We Avoid I don't know many actors who got into this work because they love paperwork. Money. Invoices. Contracts. Admin. I avoid this side of the business not because I think it's beneath me, but because it makes me uncomfortable. It forces me to look closely. At numbers. At patterns. At choices I've postponed. And lately, I've been reminded how common that is. Why Admin Creates So Much Anxiety I've had several conversations recently with actors who are genuinely scared of the financial side of their career. Taxes coming up. Receipts scattered. Invoices unpaid. Contracts sitting unread in inboxes. Avoiding it feels easier than facing it. It feels responsible. I'll deal with it later. When I have more energy. When I feel more prepared. But avoidance doesn't stay neutral. It compounds. What Avoidance Actually Costs The longer we don't look, the bigger it feels. Money becomes emotional. Following up feels confrontational. Rates feel uncertain. Admin starts to feel like proof that we're "bad at business." None of that is about talent. It's about fear. Clarity, even when it's uncomfortable, is kinder than avoidance. What Being Professional Really Means This episode isn't about becoming an accountant or loving spreadsheets. It's about becoming available. Available to book work without panic. Available to follow up without guilt. Available to understand where your money is coming from and where it's going. Being organized doesn't make you less creative. It gives your nervous system a break. What I'm Practicing Right Now Smaller steps. Looking at the last few months instead of everything at once. Canceling subscriptions I forgot about. Sending invoice reminders before they're overdue so they don't turn emotional. Treating admin like maintenance, not a personal failure. It's quieter this way. A Question I'm Sitting With If my business were actually supporting me instead of stressing me out, how would my work feel different? That question changes how I approach this part of the job. You don't need to fix everything at once. You just need to stop pretending this part doesn't matter. If this episode brought something up for you and you want to share it, you can always email me at mandy@actingbusinessbootcamp.com . I love hearing where things clicked and where they still feel sticky. And if you want to know when the next class or training is coming up, keep an eye on your inbox. There's more support on the way.
Taylor Riggs discusses the ongoing Minnesota fraud scandal, criticizing government mismanagement and waste while highlighting Trump's actions to cut funding until accountability is achieved. She emphasizes the importance of fair trade policies, the impact of supply-side economics on the working class, and the dangers of over-reliance on government support. Riggs also notes the broader political implications for the midterms and stresses that keeping public attention on these issues is crucial for reform. The conversation concludes with light-hearted New Year's Eve plans and family reflections.
Paul Barron and David Kemmerer unpack the seismic shift coming to cryptocurrency taxation with the introduction of the 1099 DA form for the 2025 tax year. As brokers begin reporting crypto transactions on a per-wallet basis, investors face both new compliance challenges and strategic opportunities—from leveraging tax-loss harvesting to offset gains (with no wash-sale rule restrictions, unlike traditional securities) to understanding how DeFi yields are treated as ordinary income while crypto-backed loans remain non-taxable events. The discussion cuts through the confusion surrounding capital gains reporting, warns against the pitfalls of overreporting due to misunderstood 1099 forms, and offers practical guidance on everything from disposing of worthless tokens to utilizing carry-forward losses indefinitely, making it a must-listen for anyone navigating the increasingly complex regulatory landscape of digital asset investing.~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON00:00 - Introduction to Tax Strategies for Crypto02:03 - Understanding the 1099 DA and Wallet Reporting04:00 - Crypto Catalyst for 202611:01 - Navigating Capital Gains and Losses19:52 - Crypto Catalyst + DeFi and Tax Implications27:58 - Tax Planning for 2026 and Beyond⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a supporter of this podcast: https://www.spreaker.com/podcast/the-paul-barron-crypto-show--4747781/support.Join our community!Barron Market Edge (FREE)➜ https://www.paulbarronnetwork.com/barron-market-edge-signupPrivate Telegram Group (FREE) ➜ https://t.me/+nISqoMxrok40NTcxSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeX/Twitter
A breakdown of new Washington state laws and tax changes taking effect Jan. 1, including unemployment benefits for striking workers, business tax surcharges, transportation fees, consumer regulations and other policy shifts approved by lawmakers in 2025. https://www.clarkcountytoday.com/news/these-new-laws-and-taxes-take-effect-in-washington-state-on-jan-1/ #WashingtonState #StateLaws #NewLaws #StateTaxes #PublicPolicy #LegislativeUpdate #WashingtonPolitics #Jan1Laws
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Did you know that successful investors don't outgrow Infinite Banking? They just learn why paying cash quietly erodes their wealth. In today's conversation, the financial coaches take a deeper look at whether Infinite Banking still makes sense for seasoned investors with passive income already flowing. They explain why high-income earners and experienced investors should rethink how they use cash and how IBC becomes even more valuable as wealth grows. The coaches explain the hidden cost of paying cash for deals, the concept of cash drag, and how wealthy institutions use dividend-paying whole life insurance to create liquidity, protection, and long-term compounding.Listeners will learn why IBC is not just a beginner's tool, but a system that scales with them as their portfolio expands. This discussion helps investors determine whether Infinite Banking strengthens or slows their wealth-building strategy and teaches them how to build a financial system that supports smarter investing decisions.Top three things you will learn:-Why Infinite Banking becomes more valuable as investors scale their portfolios-How cash drag destroys returns and how IBC keeps money compounding-How to use IBC to build a long-term wealth engineDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.
Click Here to Get All Podcast Show Notes!Most people think taxes are unavoidable once their investments grow. But billionaires play a completely different game. In this episode, Sharran breaks down the single strategy the wealthiest individuals use to access liquidity without selling assets or paying capital gains taxes.You'll learn how securities-based lending works, why borrowing is not a taxable event, and how billionaires like Elon Musk, Jeff Bezos, and others use their portfolios as personal banks. More importantly, Sharran explains how this strategy applies to everyday investors with far smaller portfolios.Sharran also walks through the real risks—margin calls, interest rate exposure, and poor capital allocation—so you understand when this tool is powerful and when it can destroy wealth. If you want your money to keep compounding while still funding real estate, business growth, or new opportunities, this episode gives you the playbook.“The greatest hack in wealth creation is to become your own bank so that you can borrow from yourself.”- Sharran SrivatsaaTimestamps:01:16 - How billionaires avoid taxes without loopholes03:05 - Why selling assets triggers wealth destruction05:17 - Securities-based lending explained step by step06:51 - Real example: Borrow vs. sell 10:26 - Margin calls and how investors get wiped out11:30 - Safe borrowing rules to protect your portfolio13:23 - How to set up a securities-backed line of credit15:25 - Key takeaway from today's episodeResources:- The Next Billion by Sharran Srivatsaa - https://sharransrivatsaa.substack.com/- Acquisition.com - https://www.acquisition.com/- Board Member: ARC Multifamily Real Estate Investing - https://arcmf.com/- Board Member: The Real Brokerage - https://www.joinreal.com/Connect with Sharran:- Facebook - https://www.facebook.com/likesharran- Instagram - https://www.instagram.com/sharransrivatsaa/- X - https://x.com/sharran- LinkedIn -
If you're 50+ and making catching catch-up contributions to your employer 401k plan, this episode is for you. In 2026, you might have to change how you save to your employer plan if you earn to much money. In this episode, I share what you need to know about these new rules and how you can save with intention.
In this episode of the Sunlight Tax Podcast, I share core personal finance strategies for creative entrepreneurs, artists, and business owners. Learn the right order of operations for managing money, why an emergency fund is essential, practical debt management tips, and simple ways to start investing with low-cost index funds. Join me today to hear some basic steps to control your finances and how you can start investing today. Also mentioned in today's episode: 00:23 Navigating Life's Unexpected Challenges 01:19 Understanding Personal Finance Order of Operations 04:01 The Basics of Personal Finance 07:55 Debt Management Strategies 08:48 Prioritizing Savings for Retirement and Education 10:13 Investing Basics and Strategies 13:25 Empowering Financial Education and Resources If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences. Links: Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get your free visual guide to tax deductions
Do you want to know why industrial real estate could be the safest, most lucrative investment class you're not tapping into? In this episode, Cameron Christiansen and Anthony Faso sit down with Irwin Boris, a seasoned real estate finance and asset management expert with over 25 years of experience. Irwin explains why industrial real estate has become one of the most secure yet overlooked investment opportunities today. Irwin explains how industrial properties, such as warehouses and distribution centers, provide stable income streams, unlike multifamily investments that rely heavily on rent increases and tenant turnover. He discusses the importance of understanding cap rates and choosing investments that ensure long-term stability, even in volatile markets. Listeners will learn how industrial real estate can deliver predictable cash flow with lower risk, along with insights into how location-linked businesses help ensure properties remain occupied. Irwin also offers valuable advice for new investors considering industrial properties, including key questions to ask when evaluating deals. This episode is a must-listen for those seeking alternative real estate investment strategies or looking to diversify their portfolios. Tune in to discover why industrial real estate might just be the safest asset class you're not investing in yet. In This Episode: - Why industrial real estate is a hidden gem for investors - How industrial properties provide stable and predictable cash flow - What it means to invest generationally instead of investing for a limited time - The difference between industrial, multifamily, and single-family investments - Key factors to consider when investing in industrial real estate - Mistakes committed by new investors and how to avoid them - What to ask sponsors before investing in industrial properties - How long-term investors benefit from industrial properties - How to start investing in industrial properties Resources:
Neil Rose and Kawika Shoji talk about taxes, gifting, and other housekeeping matters.
President Donald Trump has signed an executive order to direct the federal government to move cannabis from Schedule I to Schedule III — and this single change could dramatically reshape the financial future of cannabis companies.From an accounting and tax perspective, this is one of the most important developments the industry has ever seen.If this rescheduling is finalized, many cannabis businesses could:See massive relief from 280E- Unlock significantly higher cash flow- Become far more attractive to investors- And in some cases, become up to 7.5x more valuable overnightIn this video, we break down:- What Schedule III actually changes for cannabis companies- How accounting treatment and tax planning could shift- Why free cash flow & and valuations may change dramatically- What CPAs, accountants, and financial professionals should be preparing for nowThis is a practical, finance-first breakdown of what this means for companies operating in the cannabis industry and the professionals advising them
More year-end awards today! Today, Jim and Greg tackle the fourth installment of the 3 Three Martini Lunch Awards. Today, they offer up their selections for the Best Political Idea, Worst Political Idea, and Boldest Political Tactics for the year. They start with the best ideas of the year. Jim applauds those who are advancing the cutting edge technology that will rapidly change our world. Greg cheers on those fighting to eliminate the most unfair tax of all.Then it's time for the worst political ideas of the year. Jim quickly zeroes in on a big aspect of the Trump economic agenda that may well be hurting the president's own efforts to bring prices down. Greg chides Trump for picking a fight with closest neighbors at a time when the lefties there were about to implode. Now we get five more years of leftist insanity.Finally, they're on to the boldest political tactics for 2025. Jim praises Trump for waving off the naysayers and neutralizing on of the world's major looming threats. Greg gives Trump and Elon Musk credit for trying to shrink our government. Even though it did not achieve all of its goals, at least someone finally tried - something neither party has shown any interest in doing for decades.Don't miss Tuesday's special edition as Jim and Greg reveal their choices for Most Overreported Story, Most Underreported Story, and the Best Story of 2025.New episodes every weekday.
A New Year, A New Financial BlueprintWhat if the new year wasn't about resolutions—but about real financial positioning?As we step into a new year, this episode challenges the idea that retirement is tied to age and introduces a smarter way to think about income, protection, and legacy. Financial strategist Shateka Husser joins the show to break down how early planning, disciplined structure, and education can help families build tax-efficient income and long-term security—starting now, not decades from now.This is a timely New Year conversation about resetting your mindset, reclaiming control of your finances, and committing to legacy building in the year ahead. If you've been relying solely on your 401k or Social Security, this conversation is a wake-up call to the "unconventional wisdom" used by the wealthy to build legacies that last.Key Takeaways[04:21] The Social Security Myth: Why relying on government systems is a risk and how to close the "60% income gap" that most W-2 employees face at retirement.[09:47] The Tax Code Trap: Understanding why traditional accounts (401k, 403b, IRA) are written for the employer, not the employee, and how to pivot to IRS Code 7702.[10:48] Be Your Own Bank: A deep dive into the Infinite Banking Concept and how permanent cash value policies allow you to "eat the cookies and still have them grow."[15:15] Living Benefits vs. Death Benefits: Why you need a policy you can use while you're alive to pay off debt and fund investments like real estate or business ventures.[20:31] The "HIT" List: The three major termites that destroy retirement: Healthcare, Inflation, and Taxes—and how to protect your portfolio against them.[28:16] Retirement is an Income, Not an Age: Why Shateka advises against quitting your job too early and how to use your 9-to-5 as a "sponsor" for your ultimate freedom.Legacy Moment TakeawaysLegacy starts with structure, not age. Waiting until retirement age delays the opportunity to build income, protection, and options for the next generation.Connect with Shateka:Website: Shateka.comEmail: info@shatekahusser.comInstagram: https://www.instagram.com/shatekahusserofficial/?hl=enConnect with Corwyn:Contact Number: 843-619-3005Instagram: https://www.instagram.com/exitstrategiesradioshow/FB Page: https://www.facebook.com/exitstrategiessc/Youtube: https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZAWebsite: https://www.exitstrategiesradioshow.comLinkedin: https://www.linkedin.com/in/cmelette/Shoutout to our Sponsor: Mellifund Capital, LLCNeed funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.
2025 has been a busy year in economics, with tariffs, taxes – and even some tears. It's also been a busy year for the Spectator's economics editor Michael Simmons, who launched his new show Reality Check. The aim of the show is to cut through the spin and explain the numbers behind the noise. In each episode, Michael will make a data-driven case on a story hogging the headlines.In this special episode for Coffee House Shots listeners, Michael reflects on some of the economic highs and lows of 2025. For more episodes – with guests including Arthur Laffer and Rory Sutherland – search for Reality Check, wherever you subscribe to your podcasts.Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.
This is a bonus episode from a recent webinar Annie and Roger did. Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill Act. Join Federal Tax Updates co-hosts Roger Harris and Annie Schwab for a focused look at the most impactful provisions and what they mean for your clients. They break down the latest IRS updates, highlight the questions firms are already hearing, and share practical advice to help your firm prepare for the year ahead.Roger Harris, EA - https://www.linkedin.com/in/rogerharrispbs/Annie Schwab, CPA - https://www.linkedin.com/in/annie-schwab-852418261/Learn more about Padgett: https://www.padgettadvisors.com/