Podcasts about taxes

Without a proper system, many investors struggle to reach their goals or face frustrating roadblocks. In this episode, the financial coaches discuss the order of operations for building passive income, emphasizing the importance of having a well-structured approach to create long-term financial success. They break down the key steps needed to establish a repeatable passive income strategy that works, from starting small to building on your successes.The coaches also talk about the importance of cash flow and how it plays a pivotal role in turning passive income into a sustainable source of wealth. Whether you're just starting or looking to optimize your current strategy, you'll get actionable tips and insights to help you create a lasting income stream.Master the order of operations for passive income and don't miss this essential guide for your journey toward financial freedom.Top three things you will learn:-The importance of starting with the right order of operations-How to optimize cash flow and why it is the key to building long-term wealth-Steps to scale passive income effectivelyDisclaimer: 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.

Nate Miles joins Jeremy Keil to discuss how the Allspring retirement research reveals trends of concern among retirees and the options they have to address them. Mike and Susan did what many couples do. They saved diligently. They crossed the $1 million mark before retirement. They felt prepared. But when it came time to make actual retirement decisions—when to claim Social Security, how to withdraw from their accounts, how to manage taxes—they realized something uncomfortable: They had spent decades saving… but very little time learning how to retire. This example speaks directly to what this year's Allspring Retirement Study uncovered. As Nate Miles shared on the “Retire Today” podcast, this wasn't a small or struggling population. Participants were 50+ with at least $200,000 in investable assets. A third of retirees surveyed had $1 million or more. Yet only six out of ten retirees said they feel financially secure. That gap between assets and confidence tells us something important: retirement success isn't just about how much you've accumulated. It's about how well you transition into distribution. The Social Security Mistake One of the most striking findings involved Social Security. Nate explained: “One third of our respondents claimed Social Security at 62 years old… because they believed the value or the benefit of waiting was not worth it. Yet they underestimated the value of waiting by 50%.” Many respondents assumed the benefit grew at 4% per year when delayed. In reality, for most people, it grows closer to 8% annually between full retirement age and 70. That misunderstanding alone can permanently reduce lifetime income. In the MAKE step of the 5 Step Retirement Master Plan, Social Security is foundational. For many retirees, it represents 30–40% of their guaranteed income. Optimizing that decision isn't optional—it's essential. And yet, education around it is surprisingly thin. As Nate pointed out, there are “560-something permutations” of Social Security claiming strategies. It's ubiquitous, but complicated. And too often, people default to the earliest date simply because it feels tangible. The Tax Blind Spot The second major theme of the study? Taxes. Only about 20% of retirees reported using a tax-efficient withdrawal strategy. Think about that. After decades of saving in multiple account types—traditional IRAs, Roth IRAs, brokerage accounts—most retirees are simply withdrawing from wherever feels convenient. Nate put it plainly: “Taxes matter for everyone, not just the high net worth crowd.” In the KEEP step of retirement planning, how you withdraw can meaningfully impact how long your money lasts. Choosing between Roth and traditional dollars. Managing capital gains. Coordinating withdrawals with Social Security timing. These aren't abstract academic exercises. They are practical levers that affect real income. Yet as Nate observed, most people spent 40 years having taxes withheld automatically from paychecks. They paid taxes—but they never actively managed them. Retirement flips that script completely. Now you must choose. The Psychological Shift No One Talks About Nate shared that many retirees are comfortable spending above their retirement number—until their account dips below it. The moment it falls beneath that original balance, panic sets in. Even if the plan accounts for drawdown. Even if it's sustainable. Even if it's expected. That's what I call the “accumulation paradox.” Economists assume you'll build your assets and gradually spend them down toward zero. Real people assume the number should stay intact forever. But retirement isn't about preserving a scoreboard. It's about funding a life. This is where the SPEND step meets the INVEST step. You saved to use the money. And yes, at some point, your balance may begin to decline. That's not failure. That's function. Advice Still Matters One of Nate's most memorable lines was this: “Monte Carlo gets 10,000 cracks at retirement. You and I get one.” We don't get multiple trial runs. We get one real-life retirement. That's why quality advice matters. The study suggests people with pensions are more likely to use annuities. People with advice are more likely to use tax strategies. And people who understand their income sources are more confident. Retirement is no longer just accumulation. It's design. And design requires intention. If you're within five years of retirement—or already there—ask yourself: Have I optimized my Social Security? Am I intentionally managing taxes? Do I have a clear income floor? Am I emotionally prepared to draw down assets? Because as this year's research shows, even million-dollar portfolios can feel uncertain without a plan. Retirement isn't about guessing well. It's about designing well. Don't forget to leave a rating for the “Retire Today” podcast if you've been enjoying these episodes! Subscribe to Retire Today to get new episodes every Wednesday. Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337  Spotify Podcasts: https://bit.ly/RetireTodaySpotify About the Author: Jeremy Keil, CFP®, CFA is a retirement financial advisor with Keil Financial Partners, author of Retire Today: Create Your Retirement Income Plan in 5 Simple Steps, and host of the Retirement Today blog and podcast, as well as the Mr. Retirement YouTube channel. Jeremy is a contributor to Kiplinger and is frequently cited in publications like the Wall Street Journal and New York Times. Additional Links: Buy Jeremy's book – Retire Today: Create Your Retirement Master Plan in 5 Simple Steps Allspring 2026 Retirement Study: By Default or By Design? Nate Miles, Allspring Global Investments Connect With Jeremy Keil: Keil Financial Partners LinkedIn: Jeremy Keil Facebook: Jeremy Keil LinkedIn: Keil Financial Partners YouTube: Mr. Retirement Book an Intro Call with Jeremy's Team Media Disclosures: Disclosures This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy. The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results. Legal & Tax Disclosure Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations. Advisor Disclosures Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC. Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A. The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only. Additional Important Disclosures

Taxes. Filing status. Adjusted gross income. Capital gains. Just reading those words can make you want to close the tab and deal with it “later.” But here's the truth: taxes change after widowhood. Sometimes in ways no one warns you about. Filing status shifts. Income is calculated differently. Survivor benefits can become taxable. And all of it is happening while you're navigating one of the hardest transitions of your life. In this episode, Stacy Francis and Allen Sakkon walk through what really happens to your tax situation after the loss of a spouse - in plain language - so you can feel more confident, ask better questions, and avoid costly surprises. You'll hear them discuss: How your filing status works in the year your spouse passes, and what changes in the years that follow (including qualifying surviving spouse and head of household) Why your adjusted gross income (AGI) is such a powerful number and how it affects Social Security taxation, Medicare premiums, and eligibility for credits and deductions When and why Social Security survivor benefits become partially taxable and how timing major financial decisions can help What cost basis means, how the step-up in basis works at death, and why it can dramatically reduce capital gains taxes on a home or investment account How selling a house or investments in the wrong year can unexpectedly spike your income and how to think strategically about timing The most commonly missed deductions after a spouse's death, including medical expenses, property taxes, mortgage interest, charitable gifts, and capital loss carry-forwards One simple habit - tracking your income deposits —-that can help you regain control and make your tax return far less intimidating Resources Allen Sakon on LinkedIn⁠ | Email Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

If tax season has you rushing to “just get it done,” this episode is for you. We're talking about what panic filing actually costs you - from messy books to missed deductions and why slowing down may be the smartest financial move you make this year. If you're an overwhelmed entrepreneur feeling behind on your taxes or bookkeeping, this will help you approach it with clarity instead of pressure. You don't need to spiral to handle this well.Money Mindset Playbook: https://aimeecerka.com/mindset For the full transcript and all links mentioned, see the blog post: https://aimeecerka.com/244 Ready To Take Action: https://aimeecerka.com/podcastlinks

Ariana Guajardo welcomes viral French comedian and content creator Eros Brousson to The Sweet Tea Series. Eros shares why he's trading France for Texas to launch his dream bakery in. He sheds light on the business crushing taxes and cultural pushback on success in France, contrasted by Texas's massive economy, supportive culture, and genuine kindness.Follow Eros: @erosbrousson on TikTok, Instagram & X

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Is the Bitcoin bottom in — or is more downside ahead? The threat of AI deflation — and what it means for Bitcoin Lightning Labs takes first steps to make Bitcoin the native currency of AI agents The Netherlands passes 36% unrealized gains tax Ledn's Bitcoin-backed bond trust earns investment-grade rating ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Lightning Labs Official Announcement on AI Agent Tools Lightning Labs Releases AI Agent Tools for BTC Payments Jason Lowery on AI Agents and Bitcoin Cyber Sovereignty Lyn Alden on AI and Productivity at Bitcoin Investor Week Dutch Lawmakers Advance 36% Capital Gains Tax on Crypto Dutch Government Proposes New Exit Tax on Citizens How the Dutch Government's Unrealized Tax Policy Would Work Bitcoin-Backed Bonds Facing Stress Test After Selloff S&P Global: Preliminary Ratings on Ledn Issuer Trust Ledn Gets Investment-Grade Rating for BTC-backed Loan Trust BlockFills Reportedly Halts Withdrawals, Restricts Trading BlockFills Announcement Halting Withdrawals and Trading Strategy Announces BTC Security Program to Address Quantum Earnings Clip: Strategy Launches Bitcoin Security Program ---- Upcoming Events: Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing  

Before you wire money into a syndication — whether it's with me or another operator — you need to hear this. In this episode, I walk through the real conversation most sponsors don't slow down enough to have. Multifamily investing is not a savings account. It's not a money market fund. It's an operating business. And businesses have seasons. There will be smooth years. There may be tight years. Insurance moves. Taxes move. Rent growth stalls. Market cycles shift. That doesn't mean a deal is broken — but it does mean you need to understand what you're stepping into before you send capital. I talk about: Why you're not just investing in a building — you're investing in the operator The uncomfortable questions every LP should ask before wiring Break-even occupancy and why it matters Reserves, illiquidity, and what "long-term" really means The difference between professional LPs and new investors Why alignment matters more than projected IRR If you're considering investing $50K, $100K, or more into a syndication, this episode is for you. No hype. No guarantees. Just real talk about risk, responsibility, and long-term wealth building in multifamily.

Eric Negron joins Steven on the podcast this week to talk all things growth and how tax planning can be a super power for advisors serious about scaling. Steven and Eric whole heartedly agree that the most important thing an advisor can do is rolling up their sleeves and doing the hard work. Ignore the hype, ignore the tech, ignore the designations, do the work. They both share clear examples of how this works and why it's so important in general and how it applies to tax planning specifically. Listen through to the end as Eric shares yet another place you can catch Steven live and on stage. https://zurl.co/huzyr

NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting undertrained staff on the phones, backlogs that aren't getting resolved, and one practitioner who made 25 calls on a single issue without ever getting an answer. They also dig into the bipartisan push for minimum preparer standards, NAEA's win on Oregon licensing, and why Jennifer thinks managing client expectations around social security, tips, and overtime is going to be one of the biggest challenges of the season.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (03:55) - Jennifer's Journey (05:55) - Selling a Tax Practice the Smart Way: Timing, Systems, and Profitability (08:36) - What NAEA Offers: Community Support, Web Board, and Member Resources (09:54) - IRS Service Breakdown: Phone Lines, Staffing Losses, and Backlog Reality (12:43) - Real-World IRS Call Horror Stories: POA Issues, Callbacks, and TAS Limits (15:09) - Returns & Refunds: E-File Works—But Humans and Paper Still Slow Everything (16:34) - Managing Client Expectations in a Misinformation Tax Year (20:32) - Pricing Your Expertise: Value Billing, Fee Schedules, and Getting Paid for Knowledge (26:30) - Why Community Matters + The Accounting Today Webinar Recap (28:43) - Tax season prep: new laws, IRS notices & online accounts (30:59) - DC advocacy + NAEA Fly-In (May 5–6): what to expect (32:05) - Minimum standards for paid preparers: the bipartisan push (34:50) - Why regulation matters: tax gap, weak enforcement & bad actors (41:18) - State battles: Oregon licensing surprise + Minnesota win (48:09) - Join NAEA: member benefits, volunteering & community (51:07) - Wrap-up: upcoming topics and tax-season sendoff Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

In this episode, Ryan Burklo discusses the complexities of taxes in retirement, challenging the common myth that individuals will be in a lower tax bracket after they retire. He emphasizes the importance of planning for tax implications on income streams and the necessity of tax diversification to maximize after-tax income. Through examples, he illustrates how different investment strategies can impact tax liabilities and overall financial health in retirement. Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Related episode Ryan mentioned in podcast: https://www.builtforlifenotjustwealth.com/episode-252-how-do-taxes-work/   #BuiltForLifeNotJustWealth #taxes #retirement #taxbrackets #incomestreams #taxdiversification #RothIRA #financialplanning #wealthmanagement #retirementplanning #after-taxincome Takeaways The myth of lower tax brackets in retirement is often misleading. Planning for tax implications is crucial for retirement income. Most people focus on accumulation rather than distribution planning. The IRS does not refund poor financial planning decisions. Tax diversification can significantly affect retirement income. Roth accounts can provide tax-free income in retirement. Understanding tax brackets is essential for effective retirement planning. Effective tax rates can be lowered through strategic withdrawals. It's important to consider both accumulation and tax strategies. Maximizing after-tax income should be a priority in retirement planning.   Chapters 00:00 Understanding Taxes in Retirement 02:20 Analyzing Income and Tax Brackets 05:55 Tax Allocation and Diversification Strategies 08:18 Maximizing After-Tax Income in Retirement

In this high-energy Friday edition of What's on Your Mind, host Scott Hennen cuts through the "liberal dribble" and media sensationalism surrounding the current state of America. The episode features a deep-dive Town Hall with Senator Kevin Cramer, covering the high stakes of the Iranian uprising and the "anti-cop" rhetoric fueling tension in Minnesota. The conversation shifts from global security to domestic victories, highlighting the often-ignored economic successes of the Trump administration's tax cuts. Later, Mike Lindell calls in fresh off a plane from Mar-a-Lago to discuss his 100% commitment to running for Governor of Minnesota and why the recent ICE drawdown in Minneapolis is actually a brilliant strategic move to expose political fraud. From "V-neck comforters" to the historical truth of the Confederacy, this episode is a masterclass in conservative perspective and grassroots activism. Standout Moments & Timestamps [00:01:07] – The Iran Credibility Gap Senator Kevin Cramer discusses the moral and strategic dilemma in Iran, noting that while the U.S. has the power to take out the regime's assets, the ultimate goal is supporting the Iranian people's own desire for regime change. +2 [00:03:35] – Reputation of Strength Cramer reflects on President Trump's earned reputation as a leader who takes a backseat to no one, arguing that the world is watching to see if there is a price to pay for doing wrong by America. [00:07:49] – Fact-Checking the "Gulag" Rhetoric Scott takes aim at local columnists and "Trump derangement syndrome," debunking claims that ICE is randomly "house-to-house killing" people and throwing them into gulags. +1 [00:11:13] – The Government Shutdown Myth Senator Cramer clarifies that despite media sensationalism, DHS and the Coast Guard are not shutting down, as they are essential services with ample funding. +2 [00:15:52] – Melania: The Movie Review A "number one fan" calls in to review the Melania Trump movie, praising the First Lady's "Jackie O class" and noting a specific transition scene involving Joe Biden and a bag of trash. +2 [00:22:21] – Live from Fort Bragg The show dips into live coverage of President Trump and Melania speaking to energized troops in North Carolina, celebrating the restoration of the "Fort Bragg" name. +2 [00:29:43] – History Lesson: Democrats and Slavery A listener provides a historical breakdown of the Confederacy, reminding the audience that the Southern Democrats were the architects of slavery and the Confederacy. +2 [00:32:05] – Mike Lindell: 100% All In…

With tax season fast approaching, many Canadians are already wondering what they should be doing right now to avoid stress, delays, or costly mistakes later on. From organizing paperwork to understanding new rules and deciding whether to file on your own or get professional help, it can all feel overwhelming. Geneviève Mottard, President and CEO of the Ordre des CPA du Québec, spoke to Andrew Carter.

According to an annual report by University of Idaho economists, the financial condition of Idaho agriculture is mixed, but mostly not good.

It's like a hungry child screaming for more food, even though you've just fed them dinner and pudding. Across the Tasman, Jim Chalmers, the Aussie Treasurer is facing high debt and deficit. They've managed to achieve the highest level of spending to GDP of any government in 40 years outside the pandemic. Sound familiar? To deal with this, the IMF has just told them they should cut their cloth. They've also suggested the Federal government may need to bail out some states who are also weighed down by the Double Ds of post-Covid governance. Debt and deficit. Let's not forget this is the lucky country. The one that's been firing on cylinders we don't even have. The Flying Aussie Roos, it turns out, haven't quite been putting away for a rainy day despite making hay while the sun shines. So, what do they do? There's a report out from the Australian this morning that they're considering taxing more. Remember they already have a capital gains tax, the thing we don't have but Labour's promising her to introduce. But they have a discount on it for assets held for at least a year - once you flick it off you get half off the tax. Their Treasurer has apparently been keen on getting rid of this discount before. And not ruling it out now. It bring them an extra $10billion in revenue. So when parties here say they'll solve our problems with new taxes, is that the end of the story? Or does the insatiable beast come back for more? This is a problem unique to government. In private business, as you well know, you only put prices up so high in order to cover costs. People have choice about what they buy and they might put you out of business. So you cut costs. You innovate. You change and adapt to remain competitive. Government's can raise taxes indefinitely. The problem with some of them is that, given the chance, they would.See omnystudio.com/listener for privacy information.

Washington lawmakers are pushing at least ten major bills this session that raise taxes, create new excise fees, or shift costs onto working families—all while claiming the burden will only fall on someone else.In this episode of Left Coast News, we break down how Olympia is stacking new taxes on fuel, food, energy, health insurance, cannabis, tobacco, estates, and businesses, and why these policies always trickle down to consumers, renters, and employees.We expose how:The alternative jet fuel mandate will raise airline costs and push aviation jobs out of WashingtonThe so-called “millionaires tax” functions as an unconstitutional income tax under the Washington State ConstitutionCarbon taxes and climate mandates are driving prices up while delivering minimal emissions reductionsLawmakers are expanding government spending without cutting anything—and sending you the billThis is not about fairness or equity.It's about Olympia demanding more money from the same taxpayers—again.#WashingtonTaxes #Olympia #WashingtonState #MillionairesTax #IncomeTax #EstateTax #CostOfLiving #TaxIncrease #CarbonTax #LeftCoastNews #JetFuelMandate #AlternativeFuel #EnergyPolicy #RenewableEnergyTax #SugarTax #CannabisTax #HealthInsuranceCosts #BusinessTaxes #SmallBusiness #PropertyTaxes #WashingtonPolitics #StateLegislature #TaxPolicy #ConstitutionalRights #WorkingFamilies #EconomicImpact #Inflation #GovernmentSpending #FiscalPolicy #SmallGovernment #PoliticalCommentary #ConservativeNews #EconomicNews #PolicyDebate

When a spouse passes away, the emotional toll is obvious—but the financial “whammies” can be just as disruptive: a lower Social Security benefit may disappear, tax filing status changes, Medicare decisions shift, and beneficiary and estate documents need immediate attention. In this episode of Safer Retirement Radio, Brian Decker and Marc Knauss, CFP(R) break down the practical steps families should understand before a loss happens, and the priorities to address in the first 30–90 days afterward. They cover how survivor benefits work, why taxes often rise for the surviving spouse, and how proactive planning can reduce administrative headaches and costly mistakes. Key topics discussed: Survivor Social Security basics: notify promptly, benefit coordination, and timing considerations Tax impact after a spouse's death: filing status changes and why brackets can tighten Medicare and supplemental plan review after becoming widowed Account consolidation, beneficiary updates, and estate document cleanup (trust, POA, health directive) Risks of scams and pressure tactics after an obituary posts Real estate and tax planning concepts like step-up in basis Advanced planning themes discussed on the show: trusts, legacy design, and rental real estate tax strategies If you're within 5–10 years of retirement (or already retired), this episode is a reminder that a written income plan and coordinated strategy can help protect the surviving spouse and reduce “decision pressure” during grief. Learn more & download resources: DeckerRetirementPlanning.com (Safer Retirement Education) Schedule a visit: 833-707-3030 This podcast is for informational purposes only and is not intended as tax or legal advice. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing carrier.

Taxes can quietly reshape retirement faster than most people expect. In this episode of The Retirement Key, recorded from this past weekend’s radio show, Abe Abich breaks down why popular strategies like Roth conversions aren’t always a slam dunk anymore. The conversation explores how taxes, Medicare premiums, Social Security, income planning, and healthcare costs intersect—and how small income changes can trigger big financial consequences. Real-world retirement scenarios highlight why coordination, timing, and flexibility matter when protecting income, managing risk, and planning for the unexpected in 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.

Three of our favorite segments from the week, in case you missed them.What NYC's CEOs Want From the Mamdani Administration (First) | An Argument for 'Tax the Rich' (Starts at : 33) | Tow Truck Turmoil (Starts at 1:14)If you don't subscribe to the Brian Lehrer Show on iTunes, you can do that here.

This episode alone could save you hundreds, thousands, or tens of thousands in taxes—all with 100% legal means.  If you own a rental property, you could be paying significantly less in taxes. With the US tax code being favorable to real estate investors and renewed provisions in the One Big Beautiful Bill, real estate investing is one of the most tax-advantaged investments on the planet. Today, we're showing you how to pay the least amount of taxes, before tax day 2026! Amanda Han, CPA and real estate investor, says 40% of the tax returns she reviews are not optimized for deductions. Investors are leaving thousands on the table and giving it straight to the IRS. But after this episode, you won't have to anymore. We're talking about how real estate investors can reduce their taxable income by up to 20%—instantly. Plus, the one renewed tax deduction that creates six-figure write-offs for investors, and what you can start doing right now to lower your taxes as much as possible starting in 2026.  In This Episode We Cover How to reduce your taxable rental income by 20% instantly (many investors miss this) The biggest (six-figure) write-off that was renewed in the One Big Beautiful Bill  Commonly missed real estate tax deductions that every investor can write off  Are opportunity zones back? How to defer your capital gain to another year  What to start doing right now to have the most tax deductions with the least stress If your CPA says this to you…consider finding a new one  And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/real-estate-1239 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim McTague reports on a Lancaster County data center windfall, providing millions in fees and taxes to help bail out local budgets and school overspending in Pennsylvania Dutch country.1689 CHARLES II AND WILLIAM PENN

Today's podcast begins with our memorable host, Mike Slater, chattering about the SAVE Act before asking the audience an important question that liberals seem to hate: Do you actually know where your American birth certificate is?Following that opener, Slater gabs with Breitbart's Economics Editor, John Carney, about the current financial health of this great nation under Trump 2.0. MAGA!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fat One closes out VD Week 2026 with a recap of the previous couple of days that included the coupon, taxes, TSA renewal, a So-So bump and question and an extra dose of “Love American Style” music. Happy National Tortellini Day. Don't forget VD is half price on Sunday.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if carrying debt into retirement could actually reduce your taxes and increase your long-term flexibility?Many Canadians are taught that being mortgage-free is the ultimate financial goal—but what happens when that mindset clashes with taxes, retirement withdrawals, and lost growth opportunities? If the Smith Maneuver or leverage-based investing has ever made you uneasy, especially when you picture retirement looming, you're not alone. This episode breaks down why “good debt” doesn't suddenly stop working when your house is paid off—and how intentional use of leverage can turn future tax problems into strategic advantages.In this episode, you'll discover:How investment debt can offset RRSP/RRIF withdrawals and potentially eliminate taxes in retirementWhy starting the Smith Maneuver earlier creates more optionality and smoother income later onHow combining RRSPs, non-registered investments, and leverage can increase net worth while reducing long-term tax dragPress play now to learn how strategic debt, done right, can give you more control, lower taxes, and greater financial freedom over your lifetime.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to KylReady to connect? Text us your comment including your phone number for a response!Ready to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Episode 629: Abbie and Zach explain the rules, timelines, and limits of the new child custodial account, and how to decide whether they belong in your kid's financial plan. Then, they explore why the first five years of retirement are a critical tax window and how early decisions can either protect your income or quietly erode it over time.

Matthew Brickman is joined again by Ryan Finley, the Founder of Freedom Financial Services Group, to discuss wearing two hats as both the financial advisor and the mediator in divorce cases.Ryan is the Founder of Freedom Financial Services Group, a divorce finance advisory firm helping families, attorneys, and courts navigate the financial complexities of divorce. With more than twenty years of executive leadership in finance and forensic accounting, Ryan has guided hundreds of families nationwide toward financial clarity and confidence. As a CPA, CDFA, CVA, and court-approved mediator, Ryan brings both technical precision and empathy to the table—bridging the gap between financial analysis and human understanding. His ability to simplify complex financial issues and foster productive dialogue makes him a trusted resource for attorneys and clients alike.Website: https://www.freedomfsg.com/----If you have a matter, disagreement, or dispute you need professional help with then visit iMediate.com - Email mbrickman@ichatmediation or Call (877) 822-1479Matthew Brickman is a Florida Supreme Court certified family and appellate mediator who has worked in the 15th and 19th Judicial Circuit Courts since 2009 and 2006 respectively. But what makes him qualified to speak on the subject of conflict resolution is his own personal experience with divorce.Download Matthew's book on iTunes for FREE:You're Not the Only One - The Agony of Divorce: The Joy of Peaceful ResolutionMatthew Brickman President iMediate Inc. Mediator 20836CFAiMediateInc.comSCHEDULE YOUR MEDIATION: https://ichatmediation.com/calendar/OFFICIAL BLOG: https://ichatmediation.com/podcastOFFICIAL YOUTUBE: http://www.youtube.com/ichatmediationOFFICIAL LINKEDIN: https://www.linkedin.com/company/ichat-mediation/ABOUT MATTHEW BRICKMAN:Matthew Brickman is a Supreme Court of Florida certified county civil family mediator who has worked in the 15th and 19th Judicial Circuit Courts since 2009 and 2006 respectively. He is also an appellate certified mediator who mediates a variety of small claims, civil, and family cases. Mr. Brickman recently graduated both the Harvard Business School Negotiation Mastery Program and the Negotiation Master Class at Harvard Law School.

State budget and appropriations figure to define the 2026 legislative session. Economist Dr. Robert Dauffenbach discusses Oklahoma's economic outlook.

HOUR 1 Hour 1 of https://RushToReason.com opens with intensity as John Rush is joined by Dr. Kelly Victory, an independent physician known for challenging mainstream medical narratives. Together, they tackle explosive questions about medical ethics, patient trust, and whether ideology is creeping into health care decisions. Can patients be treated differently based on political beliefs—and who holds providers accountable if that happens? The conversation pivots to a disturbing trend: the sharp rise in aggressive colon cancer among adults under 50. Why now? Dr. Kelly breaks down immune dysfunction, delayed screening guidelines, and why early detection may matter more than ever. They also examine vaccines through a strict risk-versus-benefit lens, questioning long-term effects, unresolved scientific gaps, and why so many questions were never answered before the mandates were rolled out. As the hour closes, the focus shifts to personal choice versus government control, including whether states should set their own vaccine rules—and what that could mean for families deciding where to live. Is the public finally asking the questions it should have asked years ago? HOUR 2 Hour 2 of Rush To Reason is a fast-moving, no-filter breakdown of viral memes, cultural flashpoints, and the history many headlines leave out. John takes on trending social media claims—from Super Bowl halftime outrage to religious and political memes—asking a simple question: do these slogans survive even basic fact-checking? Drawing on history, economics, and plain logic, Rush challenges comparisons to segregation, reframes the debate over free markets and choice, and explains why competition—not conformity—drives excellence. Listeners also weigh in, connecting today's talking points to the Civil Rights era, immigration policy, and modern definitions of “choice,” especially when government mandates force others to pay the bill. The hour presses on a recurring theme: are we debating facts anymore, or just narratives? If history, data, and personal responsibility matter, why do some arguments collapse the moment scrutiny is applied? This hour equips listeners with context, counterpoints, and questions the memes don't want you asking. HOUR 3 Hour 3 of Rush To Reason moves fast and wide, with Jerzee Joe and Larry Burns joining John Rush for a conversation that blends humor, policy, and hard consequences. Jerzee Joe (https://www.jerzeejoe.com/) breaks down government programs that never seem to end, skewers media narratives, and challenges double standards on voter ID, gun ownership, taxes, and public safety. From Super Bowl “jock taxes” to states losing wealth and residents, the question keeps surfacing: when policies punish success, who actually stays? Larry Burns (https://www.powerthefuture.com/) then zeroes in on energy and regulation, explaining why rolling back sweeping EPA rules could lower costs, improve reliability, and reshape everything from cars to power plants. The hour closes by turning to artificial intelligence, where sudden breakthroughs raise urgent questions about jobs, productivity, and the massive energy demands ahead. Are we prepared for how fast things are changing—or are we still debating yesterday's rules?

Death and taxes might be the only two constants in this world, but why does the liberal state of California seem to be so intent on killing itself with more and more dumb taxes? Our ornery host, Mike Slater, has some thoughts on their latest scheme to draw blood from their wealthy residents and why it's backfiring in their leftist faces!Following that opener, Slater chats with former New York Yankee Mark Teixeira legend about running for a seat in the U.S. House of Representatives in the Lone Star State! MAGA! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andy and Jason Cutitta from ToBa Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to incorporate a potential inheritance into your retirement planning ( 12:30 )Limitations of the "Die With Zero" concept ( 18:55 )The upcoming ability to do in-plan Roth conversions in the federal Thrift Savings Plan ( 29:06 )Whose retirement accounts to take from first when spouses have a big age disparity ( 36:56 )When are you required to file a tax return. And even if you aren't required to file one, why you still should anyway ( 45:04 )How to try to project your income for the year when there are certain items you can't know for sure until later in the year ( 53:32 )When in the year is the best time to take your annual Required Minimum Distribution ("RMD") ( 1:01:02 )How much money do you need in retirement to justify hiring a financial advisor ( 1:08:21 )Links in this episode:ToBa Financial website - https://www.jasoncutitta.com/toba-financialThe Hawaii Retirement Show podcast - https://www.jasoncutitta.com/hiretirementshowTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company 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.com

In this episode of The Capitalist Investor, Derek and Tony break down how California's tax system can impact professional athletes, even after winning a championship.They also examine whether consumer spending is truly slowing, reviewing retail growth data, job creation numbers, wage trends, and what higher tax refunds in 2026 could mean for the economy.Finally, they discuss the streaming wars and whether cutting cable has actually saved consumers money, or simply replaced one high bill with many smaller ones.If you want a grounded discussion on taxes, economic momentum, and consumer behavior, this episode delivers practical perspective without hype.

This week on Political Breakfast, we're talking taxes. Republican Lieutenant Governor Burt Jones introduced officially introduced legislation in the Senate to cut the state's income tax for most Georgians. His proposal includes phasing-out the tax over the next six years, fully eliminating it by 2032. Meanwhile on the House side, there's a similar proposal to cut property taxes. Democratic strategist Tharon Johnson and Republican strategist Brian Robinson and host Lisa Rayam respond to the questions many are asking: Will these bills ultimately help working Georgians? Are they going to make it past crossover day under the Gold Dome?See omnystudio.com/listener for privacy information.

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

In this dynamic conversation, Dennis Thompson and Corrado reflect on how their creative partnership began—sparked by a mutual connection and built through shared vision and collaboration. They unpack the realities of working together in the content space, touching on brand partnerships, creative alignment, and the constant challenge of staying authentic in an ever-evolving social media landscape. Beyond content creation, the discussion expands into balancing family life with entrepreneurship, the power of meaningful audience engagement, and their anticipation for the upcoming World Cup. They explore what the tournament means culturally for Toronto and how soccer continues to shape identity and community in the city. The conversation also dives into broader themes of sports, cultural pride, and Canada's economic environment. From infrastructure readiness for global events to the impact of taxes and financial pressures on athletes, they offer candid perspectives on opportunity and responsibility. Ultimately, the dialogue highlights the importance of mindset, accountability, and community-driven values in defining success both in business and in life. TakeawaysCollaboration can lead to creative synergy and expanded reach.Understanding your audience is key to successful content creation.Maintaining authenticity is crucial when working with brands.Engaging with your audience fosters a loyal community.Balancing family life and content creation requires effective time management.Social media platforms encourage collaboration for greater visibility.Cultural representation is vital in sports events like the World Cup.Navigating brand partnerships requires clear communication and alignment of values.Content creation can be a business that supports family needs.The dynamics of soccer and its cultural impact are significant in community engagement. Cultural identity plays a significant role in sports fandom.Infrastructure readiness is crucial for hosting major events.Economic factors heavily influence the sports landscape.Taxes and financial decisions impact athletes' choices.A mindset shift is necessary for business success in Canada.Community engagement is vital for fostering local talent.Accountability partners can help navigate business challenges.Understanding one's value is key in negotiations.Sports and entertainment require a long-term perspective.Cultural values shape our approach to success and opportunity.CONTACT CORRADO BELOW INSTAGRAM: https://www.instagram.com/corrado/?hl=enTIKTOK: https://www.tiktok.com/@corradoarangio?is_from_webapp=1&sender_device=pc YOUTUBE: https://www.youtube.com/corradoarangioFACEBOOK: https://www.facebook.com/CorradoArangio/?utm_source=hoobe&utm_medium=socialCONTACT DENNIS BELOW INSTAGRAM: https://www.instagram.com/iam_trixafa.ent/?hl=enTHREADS: https://www.threads.com/@iam_trixafa.entBOOKING INQUIRY: https://docs.google.com/forms/d/e/1FAIpQLSfrfy-BJYi-KoxzsOr0_ReEsVBy905ZJwzYT0W7pvUU46B7Mw/viewform

Welcome to the Minority Mindset Show! Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

Seattle Seahawks quarterback Sam Darnold experienced a bittersweet Super Bowl victory. Despite winning the championship, he lost approximately $249,000 due to California's 'jock tax.' This tax, calculated based on duty days spent in the state, disproportionately affects athletes playing in California. Former NFL quarterback Boomer Esiason has criticized the tax and urged the NFL Players Association to avoid holding future Super Bowls in California until the policy changes. Several other states also impose a jock tax, but California's rate is the highest. This financial hit raises questions about fairness and the impact of state taxes on professional athletes, and whether it incentivizes them to play elsewhere. California's policies might drive away talent and revenue.

Marc kicks off the first hour celebrating The Marc Cox Morning Show's #13 national ranking from Barrett Media, using the moment to highlight the show's authenticity and connection with listeners. The discussion turns sharp as he breaks down Senator Hawley's revelations about activist funding networks fueling unrest and the Senate's ongoing battle over the SAVE Act and voter ID. Kim's “Kim on a Whim” zeroes in on California's outrageous “jock tax,” sparking a broader takedown of St. Louis's tax-heavy policies driving businesses away. Marc closes the hour confronting the media's blatant refusal to report facts about the Canadian school shooting, calling out how political correctness has replaced truth in modern journalism. Hashtags: #MarcCoxShow #BarrettMedia #SaveAmericaAct #VoterID #KimOnAWhim #JockTax #StLouis #TaxPolicy #MediaBias #CanadaShooting #TruthOverNarrative

Marc chats with sportsman Tom Ackerman about his recent recognition at the Guns N Hoses banquet, where he helped raise $1 million for Backstoppers through telecast volunteering. They dive into the impact of jock taxes on professional athletes, including the surprising $71,000 hit for Super Bowl winner Sam Darnold. The conversation shifts to Missouri sports highlights, including Mizzou's three-game SEC win streak, stadium renovations at Memorial/Fero Field, and the upcoming seasons for City soccer and the Blues, plus the St. Louis Billikens' NCAA prospects. Ackerman combines sports insight with personal experiences and local sports culture, giving listeners a mix of numbers, anecdotes, and community impact. Hashtags: #MarcCoxShow #TomAckerman #SportsTalk #JockTax #MizzouBasketball #FeroField #StLouisSports #GunsNHoses #Philanthropy #CollegeBasketball

Hour 3 opens with Marc reviewing listener reactions and celebrating the show's national ranking, before diving into a wide-ranging political and local discussion. Former Senator Jim Talent explains the Senate's procedural roadblocks preventing the SAVE Act from reaching a vote and the complexities of filibuster rules. Marc shifts to St. Louis, analyzing the city's failing schools, rising taxes, and exodus of residents and businesses, highlighting economic pressures and urban mismanagement. The hour closes with “Kim on a Whim,” exposing California's absurd jock tax through the lens of Seahawks quarterback Sam Darnold, illustrating excessive government taxation on professional athletes. Hashtags: #MarcCoxShow #JimTalent #Filibuster #SAVEAct #StLouis #UrbanExodus #KimOnAWhim #JockTax #CaliforniaTax #SamDarnold

Join host Chris McCormack on the Know Your Numbers, REI podcast as he breaks down the updates to tax brackets and taxable income for 2026. This episode covers the importance of maintaining clean financial records, understanding the U.S. progressive tax system, and leveraging tax brackets for maximum savings.Chris also explains the significance of the standard deduction, capital gains tax brackets, and the qualified business income deduction. Whether you're single, married filing jointly, or head of household, this episode equips you with crucial tax planning strategies to minimize your tax liability and maximize your savings.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Summary: In this episode of the Retirement LifestyleShow, Adrian Nicholson discusses important financial decisions related to taxes, investing, and benefits. He emphasizes the significance of maximizing employer plans, understanding 529 plans, and developing effective investment strategies in a volatile market. The episode also covers the advantages of health savings accounts, the necessity of reviewing beneficiaries, and the importance of being aware of tax filing deadlines and IRA contributions.Hashtags: money decisions, taxes, investing, retirement, financial planning, 401k, 529 plans, health savings accounts, beneficiaries, tax filingChapters00:00Important Money Decisions: Taxes, Investing, andBenefits03:13Understanding 529 Plans and Their Flexibility05:35Investment and Tax Strategies for 202607:24Health Savings Accounts: A Triple Tax Advantage08:51The Importance of Reviewing Beneficiaries10:14Preparing for Tax Filing Deadlines and Contributions⁠https://retirementlifestyleshow.com/⁠⁠ ⁠⁠https://www.retirewithroshan.com⁠⁠⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠⁠ ⁠⁠https://twitter.com/RoshanLoungani⁠⁠ ⁠⁠https://www.linkedin.com/in/roshanloungani⁠⁠⁠⁠https://www.facebook.com/retirewithroshan⁠⁠⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Ohio Congressman Jim Jordan tries to divert attention with a dog whistle about sanctuary cities Learn more about your ad choices. Visit megaphone.fm/adchoices

LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ In this jaw-dropping Dropping Bombs episode, credit and tax expert Rondi Lambeth—who paid just $47 in taxes last year—reveals simple IRS loopholes that could cut your tax bill in half, 100% legally. Rondi has helped eliminate over $50 million in consumer and tax debt and over 100,000 people boost credit scores in months while keeping more of what they earn.   Rondi breaks down the same tax strategies Fortune 500 companies like Apple and Amazon use to protect billions, the rule that puts $110K tax-free in your pocket, and credit repair tactics that work without endless letters. Plus, he exposes why 93% of business owners overpay the IRS every year and exactly how to stop.    If you're tired of the IRS taking half your income while your credit holds you back, this conversation is your golden ticket.  

A Milwaukee man suffering from paranoid delusions shot his unarmed neighbor in the head with an AK-47, went back to his apartment to file his tax return, then drove to a Homeland Security building to confess.PRINT VERSION: https://weirddarkness.com/murderthentaxes/WeirdDarkness® is a registered trademark. Copyright ©2026, Weird Darkness.#WeirdDarkness, #WeirdDarkNEWS, #DominicNosacek, #AngeloNelson, #MilwaukeeMurder, #AK47, #TrueCrime, #MentalHealthCrisis, #ParanoidDelusions, #MurderConfession, #GunViolence, #PreventableMurder, #FirstDegreeHomicide, #DomesticAbuse, #CrimeNews, #JusticeForAngelo, #MentalIllness, #BizarreCrime, #FirearmBan, #ViralCrime

Episode 777: Neal and Toby talk about an influx of billionaires into Miami from California as the Golden State proposes a “billionaire tax.” Then, Trump is threatening to close an international bridge that connects Canada and Michigan due to trade tensions. Also, Ferrari unveils its new electric car with an eye-catching interior by former Apple designer Jony Ive. Plus, more news coming from the Super Bowl and Bad Bunny's halftime show.  Learn more about FlavCity at https://go.shopflavcity.com/mbds  Sign up for our monthly trivia! https://mbdtrivianight-feb2026.splashthat.com/  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠ Become a member of our Podcast community: ⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/membership⁠⁠⁠⁠⁠⁠Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠Click here to join PodMatch (the "AirBNB" of Podcasting): ⁠⁠⁠⁠⁠⁠https://www.joinpodmatch.com/drchrisloomdphd⁠⁠⁠⁠⁠⁠Click here to purchase my books on Amazon: ⁠⁠⁠⁠⁠⁠https://amzn.to/2PaQn4p⁠⁠⁠⁠⁠⁠Click here to purchase my audiobooks, visit: ⁠⁠⁠⁠⁠⁠https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F⁠⁠⁠⁠⁠⁠To help support the show:CashApp- ⁠⁠⁠⁠⁠⁠https://cash.app/$drchrisloomdphd⁠⁠⁠⁠⁠⁠Venmo- ⁠⁠⁠⁠⁠⁠https://account.venmo.com/u/Chris-Loo-4⁠⁠⁠⁠⁠⁠Buy Me a Coffee- ⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/chrisJx⁠⁠⁠⁠⁠⁠

Can You Retire on 1 Million Dollars in 30 Years or Are We Lying to OurselvesOne million dollars sounds rich.But in 30 years, because of inflation, it may only have the buying power of about 400 to 500 thousand in today's money. If you follow the traditional 4 percent rule, that gives you about 40 thousand dollars a year before taxes.The real question is not can you retire on a million.The real question is how do you want to live.Do you want freedom, travel, healthcare security, the ability to help family, invest in your church, support your community. Or are you planning to live tight and hope nothing goes wrong.For many Black families, reaching a million in net worth is a major milestone. That is real progress. But saving alone is not a strategy. Retirement is about cash flow, not just a lump sum.If your million is sitting in an account and you are only withdrawing from it, you are slowly draining your life's work. Without rental income, business equity, dividends, royalties, or ownership stakes, you are depending on a shrinking pot.In high cost cities, 40 thousand a year will not feel like retirement. It will feel like restriction. Taxes rise. Healthcare costs rise. Insurance goes up. Food is not getting cheaper long term.So what is the solution.Increase the target.Build ownership, not just savings.Reduce lifestyle expenses.Create income streams that do not clock in and clock out.Learn the mindset and moves that lead to real results.Please visit my website to get more information:[http://diversifiedgame.com/](http://diversifiedgame.com/)

Ever wonder why high-income earners still feel financially strapped? You may be surprised by the hidden money gaps that many don't see coming. In today's conversation, the financial coaches dig into why earning more doesn't always lead to financial freedom and what high-income earners can do to break free from financial anxiety.The coaches go over the emotional impact of financial anxiety and why it's crucial to address the root causes, not just the symptoms. The discussion touches on practical strategies for closing these money gaps and building real wealth that transcends a paycheck. If you're a high-income earner wondering where your money is going, this episode is for you. Tune in and walk away with new insights on how to manage your finances better and reduce that overwhelming feeling of never having enough, no matter how much you earn.Top three things you will learn:-Why high-income earners often feel financially strapped despite their salary-How to identify and close hidden "money gaps" that contribute to financial anxiety-Practical tips for managing money, reducing stress, and building true wealthDisclaimer: 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.

Alan Porter is a former U.S. Army Black Hawk instructor pilot turned nationally recognized financial educator, bestselling author, and certified financial fiduciary. After a long military career and success in real estate and mortgage lending, a series of family health crises reshaped his understanding of financial planning, life insurance, and long-term care. Today, Alan specializes in advanced tax-free retirement planning, wealth preservation, business exit strategies, and legacy planning for high-net-worth individuals and entrepreneurs.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Understand why health events, not market cycles, are the biggest threat to retirement security Learn how sequence of returns risk can quietly devastate traditional retirement plans Discover how life insurance can function as a tax-free retirement and liquidity tool See why effective interest cost matters more than stated interest rates Learn how proactive tax and retirement planning can protect wealth across generations     Topics Why Financial Planning Became Personal for Alan Family health crises exposed major gaps in traditional planning Terminal illness rider benefits provided critical, tax-free liquidity Firsthand experience reshaped Alan's career focus Health Care Costs and Long-Term Care Risk Long-term care costs range from $50,000–$200,000 per year and continue rising Medicare does not cover long-term care; Medicaid requires asset spend-down Health events can erase decades of savings without proper planning Sequence of Returns Risk Explained Early retirement losses can permanently derail portfolios Market downturns combined with withdrawals accelerate depletion Traditional advisors often overlook this risk Effective Interest Cost and Hidden Debt Mortgages and credit cards carry much higher real costs than advertised rates Effective interest cost reveals how much money truly goes to lenders Eliminating high-interest debt can outperform traditional investments Becoming Your Own Bank Cash-value life insurance allows borrowing while assets continue compounding Loan repayment is flexible and under the policyholder's control Policies can fund education, vehicles, emergencies, and retirement Limitations of 401(k)s and Qualified Plans Fees, taxes, and required minimum distributions reduce net retirement income Taxes are deferred, not eliminated Most investors underestimate future tax exposure Tax-Free Retirement and Legacy Planning Properly structured insurance strategies can deliver tax-free income Policies avoid Social Security taxation and Medicare means testing Assets can transfer across generations more efficiently     Round of Insights Failure that set Alan up for success: Not planning ahead. Failing to prepare for life events led to higher costs and financial strain later. Digital or mobile resource recommended: Alan's YouTube channel and educational resources at StrategicWealthStrategies.com. Book recommended most in the last year: Tax-Free Retirement Solution. Daily habit that keeps him focused: Early mornings, daily workouts, and structured planning to start each day with intention. #1 insight for creating long-term wealth: Learn how insurance products work and what they can truly do.     Next Steps Visit Alan's website and check out his retirement tax calculator Review your current retirement and tax strategy Learn how sequence of returns risk affects your plan Evaluate long-term care exposure and insurance options Explore tax-free income strategies before retirement Get a second opinion on your financial plan     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you don't miss an episode.  

1. Super Bowl & Cultural Commentary The discussion opens with dismissive reactions to the Super Bowl halftime show, particularly focusing on Bad Bunny. The Celebrity political signaling is a cultural backlash as exaggerated or performative. Cultural change is being pushed by elites rather than organically embraced. 2. California Tax Policy Critique California’s tax system punishes high earners and visiting performers, especially athletes. Example cited: NFL player bonuses allegedly being taxed at levels exceeding the bonus itself due to “duty day” rules. California is economically self-destructive, encouraging talent and businesses to leave the state. Texas and other low-tax states are contrasted as more economically rational alternatives. 3. “Follow the Money” – DEI & Philanthropy Mellon funding is: Promoting DEI-focused hiring Encouraging identity-based academic disciplines Influencing faculty pipelines from undergraduate fellowships through tenure-track positions This funding results in racial discrimination, ideological conformity, and activist scholarship, rather than academic merit. 4. Transformation of Higher Education Universities are depicted as having shifted from traditional scholarship toward activist-driven ideologies. Fields like military history or classical studies are framed as marginalized, while intersectional or abolitionist studies are favored. Philanthropic foundations are blamed for reshaping academia without democratic accountability. 5. Political Activism & Protest Funding Anti-ICE protests are described as organized, rehearsed, and financially backed, not grassroots. Protesters allegedly admit to being paid, reinforcing the claim that activism is professionally funded. This is framed as evidence of manufactured dissent and coordinated political agitation. 6. Virginia Governance & Immigration Policy Virginia’s Democratic leadership is accused of: Cutting cooperation with ICE Releasing criminal undocumented immigrants Advancing aggressive redistricting reforms These actions are framed as an “assault on democracy” and a warning sign ahead of future elections. There is no longer a meaningful distinction between moderate and radical Democrats. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.