Podcasts about taxes

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide array of retirement planning topics such as leaving the workforce relatively early, keeping expenses moderate yet still doing and enjoying a lot in life, what she wishes she would have known and done sooner for her retirement planning, and more!  Links 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

Canadian journalist Nora Loreto reads the latest headlines for Thursday, December 18, 2025.TRNN has partnered with Loreto to syndicate and share her daily news digest with our audience. Tune in every morning to the TRNN podcast feed to hear the latest important news stories from Canada and worldwide.Find more headlines from Nora at Sandy & Nora Talk Politics podcast feed.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-news-podcast--2952221/support.Help us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Follow us on:Bluesky: @therealnews.comFacebook: The Real News NetworkTwitter: @TheRealNewsYouTube: @therealnewsInstagram: @therealnewsnetworkBecome a member and join the Supporters Club for The Real News Podcast today!

5pm: Top Stories Recap/Updates // Highway 2 will be closed for ‘months,’ WA Gov. Ferguson says // New Laws & Taxes in Washington in 2026 // 4 Republicans defy Speaker Johnson to force House vote on extending ACA subsidies // Chip Roy on health care cost and vote // Obamacare Subsidies Can't Fix a Broken System. Rand Paul's Bill Could // Letters

SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode:  Alicia's Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia'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=539390  DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA 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 

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Ce jeudi 18 décembre, les raisons de la résistance de la croissance économique française malgré la hausse de la dette publique ainsi que la taxe qui s'applique aux entreprises, ont été abordés par Olivier Redoulès, directeur des études de Rexecode, Philippe Manière, président de Vae Solis Communications, et Jézabel Couppey-Soubeyran, maître de conférence à l'université Paris 1 Panthéon-Sorbonne, dans l'émission Les Experts, présentée par Laure Closier sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Margo Tantau is joined by artist, tax expert, and founder of Sunlight Tax, Hannah Cole, for a refreshingly human conversation about money, creativity, and her new book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Hannah brings compassion, clarity, and humor to a topic many creatives carry shame, fear, or confusion around—and reframes taxes as something that can actually support creative, mission-driven work rather than stifle it. Margo and Hannah discuss: Why creative work is economically vital and plays a real role in shaping culture How the tax system is designed for humans—not perfection—and includes room for forgiveness Simple, realistic systems that make taxes easier for self-employed creatives Tax incentives that actually exist to support artists and independent workers How money shame shows up for creatives, and why it's completely normal Why making mistakes with taxes doesn't mean you're "bad at money" How compassion and clarity can coexist with practical financial systems Connect with Hannah: Book + Workbook: https://www.sunlighttax.com/book Website: https://www.sunlighttax.com Instagram / YouTube / LinkedIn: @sunlighttax Connect with Margo: Website: www.windowsillchats.com Instagram: @windowsillchats www.patreon.com/inthewindowsill https://www.yourtantaustudio.com/thefoundry

This week we bring Ryan Bakke back on the podcast AGAIN (I'm losing count but I think this was round 5?!). Ryan is a CPA who specializes in real estate tax strategy, and this week I BEGGED him to come back and talk to me about how to invest in real estate through retirement accounts. Plot twist–this was totally a selfish move on my part, as I've been youtubing my way down the rabbit hole looking for these answers for myself. I figured it was time to go straight to the source with Ryan. In this episode, you can expect me grilling Ryan about: Why invest in RE through a retirement account? Pros and cons of investing this way How to actually invest via retirement account (without incurring the 10% penalty!) Self-directed IRAs vs Solo401Ks  How much should someone invest through their retirement accounts (vs just investing through personal funds)? Should you establish an LLC or trust before investing in RE? This episode really only scratched the surface, so if you have more questions for Ryan, make sure to join his online community here. P.S. Has this episode inspired you to do more with your retirement accounts?! Invest with us! We're looking for 1-3 more partners on a luxury STR in Upstate NY. If interested, fill out this form and I'll send you more info right away. Thank you to our sponsor Lodgify – Take 20% off Lodgify's most powerful plans with code novacancy20! Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Bishop discusses the enactment of a bill Gov. J.B. Pritzker says ushers in a world class mass transit system. Opponents say the measure allows for increased taxes and tolls, while also diverting road fund money away from downstate. Read more: https://www.thecentersquare.com/illinois/article_6e028b31-4a06-402e-9da3-0ceac33bdf41.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here's just one Omaha downtown/midtown business owner optimistic about the future with the streetcar ... if they can survive through this construction to get there.

OH BOY! In this week's episode, Jack and Erin start off strong with more mystery drinks from their cocktail advent calendar. Then they debate if they're good people, rate Christmas movies, swap horror stories about awful bosses when they were interns, and then somehow go MORE off the rails discussing various shows and movies. Buckle up and grab your drink of choice! Shop Mint Unlimited Plans at https://MintMobile.com/ERIN. Limited time offer. Upfront payment of: $45 for 3-mo., $90 for 6-mo., or $180 for 12-mo. plan req'd ($15/mo. equiv.). Taxes & fees extra. Initial plan term only. >35GB may slow when network is busy. Capable device req'd. Availability, speed, & coverage varies. See mintmobile.com. Follow Erin and Jack on Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/2toesup/?hl=en⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/jacksfilms/?hl=en⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To watch Erin Is The Funny One on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@jackisanerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Don't forget to subscribe to the podcast for free wherever you're listening or by using this link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/erinisthefunnyone Learn more about your ad choices. Visit podcastchoices.com/adchoices

Most entrepreneurs overpay for health insurance without realizing there's a flexible, lower-cost option that fits their financial freedom plan.In this episode, the financial coaches break down one of the most misunderstood topics for entrepreneurs: the real differences between traditional health insurance and health sharing programs. They explain why many business owners feel trapped by rising insurance costs and how health sharing can offer a flexible, affordable alternative without sacrificing protection. Drawing on personal stories, including medical emergencies, major hospital bills, and the emotional support received during difficult moments, the hosts reveal how these programs work, what they cover, and how they compare in terms of cost and freedom. Listeners will learn how health sharing fits into a financial freedom plan, the lifestyle advantages it offers for remote workers and frequent travelers, and the qualification requirements every member must meet. Top three things you will learn:-The benefits of health sharing as an alternative to traditional health insurance-How to choose a health sharing plan that fits your needs-The cost-saving potential and flexibility of health sharingDisclaimer: 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.

In this episode, we discuss the growing role of humanoid robots in everyday life, why new technologies always reach the wealthy first, and how falling costs eventually make innovation accessible to the middle class. We turn to global efforts to restrict social media access for children, examining the real harms platforms create, why enforcement rarely works, and how questions of consent and freedom apply differently to minors. We highlight the week's “foolishness,” including exaggerated tariff claims and the political incentives behind economic misinformation, before looking at how public discourse has deteriorated as cruelty and performative outrage become normalized. We then examine California's accelerating business exodus, focusing on energy companies leaving the state, the consequences of heavy regulation and taxation, the limits of government control over capital-intensive industries, and what these trends reveal about tradeoffs, governance, and long-term economic sustainability. 00:00 Introduction and Overview 00:37 Humanoid Robots as Household Tools, Not Job Killers 02:31 Robots as Productivity Multipliers for the Middle Class 04:14 Why Wealthy People Will Always Get New Tech First 05:57 Technology Gets Cheaper, Better, and More Accessible Over Time 08:46 The Inevitable Cultural Direction of Robot Technology 09:17 Social Media Bans for Minors Go Global 11:13 The Real Harm Social Media Does to Children 14:25 Foolishness of the Week: Trump's $18 Trillion Tariff Claim 17:15 Why the Tariff Math Doesn't Pass the Smell Test 18:23 Political Incentives, Lies, and Follower Frenzy 21:09 Trump's Rob Reiner Statement and the Collapse of Decorum 23:45 When Leaders Normalize Public Cruelty 26:09 Why Businesses Are Fleeing California 28:53 Taxes, Regulations, and the Real Price of Gas 33:14 Environmental Tradeoffs and Global CO2 Reality 38:50 California's Plan to Nationalize Oil Refineries 40:53  Why Government Cannot Run Capital-Intensive Businesses 44:44 Diminishing Returns and Regulatory Overreach 47:23 Pareto Optimality and Why Tradeoffs Matter 55:06 The Economic Death Spiral of Business Exodus 57:32 Is California Too Big to Govern Effectively? 01:02:07 Closing Reflections and Final Thoughts Learn more about your ad choices. Visit podcastchoices.com/adchoices

Affordable, Safe & Fabulous Places for LGBTQ+ Retirement in France - Gay France!Imagine waking up to fresh baguettes, strolling cobblestone streets hand-in-hand, sipping €4 rosé in the sun—and spending less than you would in most major U.S. cities.Bienvenue to your Gay Retirement Fantasy: France EditionIn Queer Money Episode 620, we break down the Top 5 French cities and towns for LGBTQ+ Americans looking to retire affordably, safely, and fabulously. We rank each city using our Queer Money Retirement Rating, weighing:→ Cost of living→ LGBTQ+ community & visibility→ Healthcare & infrastructure→ Visa & residency realities→ Taxes (yes, we go there)→ Lifestyle, walkability & cultureFrom iconic Paris to underrated southern gems, France may be far more attainable—and queer-friendly—than you think.

Yes, Your Taxes Can Go UP If the Royals Move to Overland Park | Mundo Clip 12-16-25See omnystudio.com/listener for privacy information.

In this episode of the Sunlight Tax Podcast, I'm interviewed by Paddy Johnson of the Art Problems Podcast about my book Taxes for Humans, a tax guide for self-employed creatives. We explore why demystifying taxes is about more than numbers—it's about understanding the systems, values, and power behind them. I share why tax education matters, how it can empower creatives, and how the companion workbook helps put these ideas into practice. Plus, hear real stories from artists navigating taxes and the emotional weight money can carry in the creative world. Also mentioned in this episode: 03:19 Understanding the Book's Unique Approach 06:37 The Importance of Context in Tax Education 09:32 Breaking Down Tax Myths and Misconceptions 12:22 Empowering Artists Through Financial Literacy 15:37 The Role of Taxes in Society 18:33 The Workbook: A Practical Companion 21:17 Addressing Judgment and Shame in Tax Preparation 24:36 Real Stories of Artists Overcoming Tax Challenges 27:28 Resources for Artists   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: Link to Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp  

What happens when a high-income professional realizes their entire financial future is at risk when they stop working? In this episode, Dr. Jeff Anzalone, a periodontist-turned-financial educator, shares how a freak ski accident changed his perspective on income. He realized that relying solely on his practice left him vulnerable. The accident was a wake-up call that led him to build multiple income streams, ensuring financial security and freedom.  Throughout the conversation, Dr. Anzalone and hosts Cameron Christiansen and Anthony Faso discuss why high-income professionals are at risk when they rely on a single income source and how diversifying with passive income can mitigate that risk. Dr. Anzalone also dives into his journey from being a debt-free dentist to building streams of income that freed him from his "job," offering actionable advice on how anyone can achieve financial freedom through smart investments.    In This Episode: - Dr. Anzalone's ski accident and the wake-up call - The risks of relying on one income stream - What wealthy people do differently - How Dr. Anzalone started building multiple income streams - The difference between being debt-free and financially free - Practicing due diligence when participating in syndications - Why Dr. Anzalone is investing in RV & mobile home parks - The first step to building passive income and multiple streams Resources: 

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

In this episode, Jake and Dan discuss and recap the massive statement victory for the Los Angeles Chargers over the Kansas City Chiefs with physicality, determination, motivation, and discipline, eliminating Pat Mahomes, Travis Kelce and team from the playoffs, while earning their tenth win of the season. Biggest stars, including Justin Herbert, Derwin James, Tony Jefferson, Daiyan Henley, Tre' Harris, and much much more. Tune in! 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.

The Taxing Toll Of TaxesSee omnystudio.com/listener for privacy information.

In today's pod we break down the biggest winners and losers from week 15 of the NFL season! I hope you enjoy! Thank you to Mint Mobile for partnering with us on this video! And for a limited time this holiday season, you can get 50% off an unlimited premium wireless plan from Mint by visting https://mintmobile.yt.link/9OIF8q7. Lock in Mint's lowest price of the year and pay just $15/mo for a 3, 6, or 12 month plan. Limited time offer. Upfront payment of: $45 for 3-mo., $90 for 6-mo., or $180 for 12-mo. plan req'd ($15/mo. equiv.). Taxes & fees extra. Initial plan term only. 35GB or more may slow when network is busy. Capable device req'd. Availability, speed & coverage varies. See mintmobile.com.   TWITTER: https://mobile.twitter.com/FBallAnalysisYT     Welcome to the Football Analysis Podcast! Subscribe for all NFL related content! Please drop 5 star rating if you enjoyed the pod as all support is very much appreciated! Thanks for listening!     #nfl #nflfootball #football #nfldraft       Support Us By Supporting Our Sponsors!   Download PrizePicks here! https://prizepicks.onelink.me/ivHR/GFB CODE: GFB   Arena Club: 20% off your first Slab Pack or card purchase by going to https://arenaclub.com/GFB and use code GFB.    Bear Mattress: Click here https://bearmattress.com/analysis and use analysis to get 40% off your mattress + 2 free pillows. Offers are subject to change.   Gametime: Download the Gametime app (https://gametime.co/) and redeem code ANALYSIS for $20 off your first purchase (terms apply)    

In this 200th episode, I focus on the real pain points retirees face and the importance of planning ahead. Drawing from years of conversations with clients and listeners, today's discussion highlights how assumptions about retirement often don't match reality, especially when it comes to taxes, lifestyle choices, and healthcare. Taxes remain one of the biggest surprises, as many retirees discover they're not in a lower bracket after all. Withdrawals from 401ks, IRAs, and pensions are taxed as ordinary income, and Social Security can also be partially taxable. At the same time, couples must navigate differing views on lifestyle and legacy, whether to enjoy their savings fully or prioritize leaving an inheritance, making estate planning documents and open conversations essential. Healthcare and cash management round out the episode's themes. Medicare rules change frequently, and waiting until the last minute can lead to costly mistakes, while keeping too much money in low‑interest accounts or idle cash can erode value against inflation. The takeaway is clear: thoughtful, proactive planning across taxes, legacy, healthcare, and investments is the key to building a secure and successful retirement. You will want to hear this episode if you are interested in... (00:00) Intro. (04:34) Cost of Relocating in Retirement. (12:57) Retirement Saving Loan Strategies. (16:16) Taxes in Retirement. (24:04) Market Expectations and Strategies. (24:04) Cash management. (29:35) Healthcare Planning After Retirement. Planning Ahead for Taxes in Retirement Retirement planning often surprises people when it comes to taxes. Many assume they'll be in a lower bracket once they stop working, but withdrawals from 401ks, IRAs, and pensions are taxed as ordinary income, and Social Security can also be partially taxable. That's why it's so important to build a tax‑efficient withdrawal strategy ahead of time, rather than relying on assumptions that may not hold true. Lifestyle and Legacy: Defining Your Retirement Goals  Another key theme is lifestyle and legacy. When planning for your retirement it is important to recognize what your goals are. Your goals drive your decisions for how you want to set up your retirement. Will you be relocating? Will you be giving away your money? Some retirees want to enjoy their savings fully, while others prioritize leaving an inheritance, even if it means sacrificing their own comfort. Couples often have different views on this, which makes open conversations and proper estate planning documents essential. Without wills, trusts, or powers of attorney, families can face costly probate battles and emotional strain, so addressing legacy goals early helps prevent conflict later. From Cash Reserves to Medicare: Proactive Steps for Peace of Mind Emergencies and healthcare planning is another area where retirees need to be proactive. It may be unreasonable to have large amounts of money in cash or low interest yielding accounts. Having a liquid emergency fund is essential but you may benefit from having your money growing for you. Additionally, Medicare rules change frequently, and waiting until the last minute can lead to expensive mistakes. The podcast highlights how comparing options, even for something as simple as prescriptions, can save thousands of dollars. Preparing ahead for coverage, understanding what's included, and exploring alternatives ensure retirees aren't blindsided by unexpected expenses and can maintain peace of mind in this new stage of life. Resources & People Mentioned 3 Steps to Retirement Planning Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetireStrongFA.com/Podcast Website: https://RetireStrongFA.com/ Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube   Subscribe to Retirement Made Easy On Apple Podcasts, Spotify, Google Podcasts

In this episode, you'll hear two real stories that show how skipping tax planning can cost you huge money. One business owner owed a million dollars in taxes on stock he couldn't even sell. Another lost over two hundred thousand dollars in tax savings because of one missed election. You'll learn why tax planning matters, how small choices turn into big problems, and why waiting is the most expensive decision you can make. We break down tax strategies, smart money decisions, and tips that help you protect your cash. If you want clear finance advice and tax tips that help you keep more of what you earn, this episode is for you. Listen now and find out how to avoid becoming the next tax horror story.   Next Steps:

We're deep into December, and the window for smart year-end tax planning is closing quickly. Taxes may not be at the top of your Christmas wish list, but they are an important reminder of God's provision—and an opportunity to honor Him through wise stewardship.As Scripture reminds us, “The earth is the Lord's, and everything in it” (Psalm 24:1). That includes the resources He's entrusted to us. Thoughtful planning isn't about avoiding responsibility—it's about managing God's gifts with intention and gratitude.Today, we sat down with Kevin Cross, a seasoned CPA who has helped countless families navigate taxes with clarity and confidence. As we approach December 31 and look ahead to 2026, here are some of the most important moves to consider.Rethinking Charitable Giving at Year-EndCharitable giving is always close to the hearts of our listeners, and year-end is an especially strategic time to consider it.Recent changes to the tax code—including a higher standard deduction and an expanded SALT (state and local tax) deduction—mean many households may now benefit from itemizing again. If that's you, making charitable contributions before December 31 could provide meaningful tax benefits.But even if your standard deduction is still too high to itemize, there's another strategy worth considering: bundling your giving. Instead of spreading donations evenly each year, you might combine two years' worth of giving into one year. That can push you over the itemization threshold and maximize the tax benefit—while still supporting the ministries and causes you care about.Why a Donor-Advised Fund Is a Powerful ToolIf you don't yet know precisely where you want to give, a donor-advised fund (DAF) can be an incredibly flexible option. We often call it a charitable checking account. You receive the tax deduction when you contribute to the fund, then take your time prayerfully distributing gifts to qualified charities.Kevin likes to say it's “the most fun fund you'll ever have”—because it encourages generosity while allowing your resources to be invested and potentially grow before they're given.For those who want to ensure their giving supports gospel-centered ministries, I recommend opening a donor-advised fund through the National Christian Foundation (NCF). It's a wonderful way to align generosity with faith-based impact. You can learn more at FaithFi.com/NCF.A New Opportunity for Children and Grandchildren (Starting in 2026)One of the most talked-about developments Kevin highlighted is a new child tax savings account (Trump Account), set to begin in 2026. While no action can be taken until then, it's worth knowing what to expect.Under this provision, eligible children may receive a government-funded seed contribution, and families can contribute up to $5,000 per year. Even more interesting: businesses may be able to contribute up to $2,500 tax-free under the right circumstances—while still receiving a deduction.What makes this especially notable for generous families is that donor-advised funds may be used to contribute to these accounts, creating new ways to bless the next generation while maintaining a strong commitment to charitable giving. Proper planning and paperwork will be essential, but this is an opportunity many families will want to explore.Qualified Charitable Distributions: A Missed Opportunity for ManyOne of the most underutilized tax strategies Kevin sees involves Qualified Charitable Distributions (QCDs)—and it always surprises me how many people don't know about them.If you're 70½ or older, you can give directly from your IRA to a qualified charity and exclude that distribution from taxable income. Once you reach the age for required minimum distributions (RMDs), this becomes even more powerful. Instead of taking the distribution, paying taxes, and then giving what's left, you can give directly—often satisfying your RMD without increasing your tax bill.And this isn't limited to small amounts. You can give up to $100,000 per year through QCDs. It's one of the most effective charitable strategies available, especially for retirees who want to give generously while managing their tax burden wisely.Stewardship with PurposeTaxes can feel complex, frustrating, or even discouraging—but they don't have to be. When we view them through the lens of stewardship, they become another opportunity to align our financial decisions with God's purposes.Kevin Cross brings both expertise and encouragement to this conversation, reminding us that wise planning isn't about fear—it's about faithfulness. If you'd like to learn more about Kevin and his work, you can visit KevinCrossCPA.com.As we close out the year, our prayer is that your financial decisions reflect gratitude for what God has provided—and confidence that He will continue to lead you as you steward it well.On Today's Program, Rob Answers Listener Questions:I have about $135,000 in my 401(k), and my home is worth around $100,000. Would it be advisable to cash out my 401(k) to pay off my house?I was recently told about a fixed-rate annuity offering a 22% bonus immediately. Does that sound like a good opportunity, or is it too good to be true?My mother-in-law, who's still living, deeded my husband five and a half acres out of a 13-acre property. We're considering selling that portion to his sister and want to understand the tax implications—what tax rate applies, whether there's an inheritance tax, and how that works.Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)National Christian Foundation (NCF)Kevin Cross, CPAWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump may reschedule cannabis. Little Marco makes waves at the State Department. Tariffs affect farmers. Bill de Blasio ain't loyal. Rich New Yorkers find fleeing harder than they thought. And a new toadlet just dropped.    https://www.vice.com/en/article/turns-out-putting-a-camera-in-a-smart-toilet-was-a-bad-idea/   https://www.nytimes.com/2025/12/09/us/politics/rubio-state-department-font.html?smid=nytcore-ios-share    https://www.nytimes.com/2025/12/02/us/politics/state-department-morale-survey.html   https://giftarticle.ft.com/giftarticle/actions/redeem/990b43fd-dd20-4033-9d75-5cc130e1d239    https://pagesix.com/2025/12/10/society/bill-de-blasio-tucson-mayor-hooked-up-first-time-they-met/    https://www.sciencealert.com/new-species-of-tiny-pumpkin-toadlet-discovered-in-brazils-cloud-forests    https://apnews.com/article/charlie-kirk-assassination-tyler-robinson-media-e90d404b03383dec9e0d9a327b491920    https://www.bbc.com/news/articles/c78vz2v85mpo    https://www.nytimes.com/2025/12/05/nyregion/nyc-income-tax-rich.html?smid=nytcore-ios-share   https://variety.com/2025/tv/news/advertisers-wary-cbs-news-bari-weiss-town-hall-1236608265/    https://www.cnbc.com/2025/12/12/cannabis-stocks-trump-regulations.html    https://www.aaup.org/underclass-session

We’re deep into December, and the window for smart year-end planning is closing quickly. Taxes may not top your Christmas list, but they’re a reminder that God has provided—and wise planning helps us honor Him. On the next Faith & Finance Live, Rob West and Kevin Cross explore the most important moves to make before December 31. Then, it’s on to your calls. That’s Faith and Finance Live—biblical wisdom for your financial journey. That’s weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down their acquisition strategy, from finding deals and structuring payment terms to handling employee transitions and raising client fees. Roger and Annie dig into the hard realities of practice valuations, including why a $350,000 firm might only be worth $200,000 and what sellers need to fix before they can command top dollarSponsorsPadgett -  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.Chapters(00:00) - Introduction and Greetings (00:52) - Meet the Special Guests: Andre and Emily (01:55) - The Importance of Acquiring Firms (02:46) - Starting the Acquisition Journey (07:11) - First Acquisition Experiences (13:16) - Evaluating Potential Firms (26:20) - Maintaining and Scaling Operations (33:22) - Structuring Acquisition Deals (33:59) - Client Retention Strategies (35:18) - Evaluating Firm Value (37:03) - Challenges with Small Firms (40:15) - Owner Financing Benefits (48:17) - Raising Client Fees (51:02) - Transitioning Clients and Employees (59:32) - Final Advice for Buyers and Sellers 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.

Louis Tyson, our in-house tax analyst, is back with Adam to break down all things' taxes—from QCDs to Trump's Big Beautiful Bill and what it really means for you. They also talk about how our tax team has doubled in size (yes, Adam handed over two of his best people), why that matters for clients, and why now is the time to start planning with us before tax season hits.

Today from SDPB - a look at what medical professionals in South Dakota are saying about to falling immunization rates, one organization's plan for homelessness in Huron and insight on Rapid City's tax system.

Send us feedback/questions via TextOn this episode, I was joined as always by Jim Collison, and we had the pleasure of welcoming Ralph Estep from AskRalph.com—the Content Creators' Accountant—to dive into recent changes in how the IRS handles tips for content creators. Ralph walked us through the new law allowing up to $25,000 in tip income (like Super Chats, Buy Me a Coffee, etc.) to be excluded from income taxes in 2025, provided you track it properly. We talked about the importance of keeping tip income separate from memberships or other payments where the customer receives something tangible or access in exchange.We also took questions and comments from our live chat about accounting software, prepping for taxes, and even how certain types of Patreon support could possibly qualify as tax-free tip income under this new law (with a big emphasis on always consulting your own accountant!). Whether you're using Super Chats, Patreon, or other support methods, this tax year might look a little different.Sponsors:PodcastBranding.co - They see you before they hear youBasedonastruestorypodcast.com - Comparing Hollywood with History?Video Version (unedited)Mentioned In This EpisodeSchool of Podcastinghttps://www.schoolofpodcasting.com/joinPodpagehttp://www.trypodpage.comHome Gadget Geekshttps://www.homegadgetgeeks.comContent Creator's Accountanthttps://www.contentcreatorsaccountant.com/Podcaster Hall of Famehttps://www.podcasthof.comFeatured Supporters: Jill and Alison from the Keep the Flame Alive Podcast.The podcast for fans of the Olympics and Paralympics at flamealivepod.com Podcast Hot Seat Black Friday DealNot happy with your downloads? Get some honest, constructive, feedback to get your show going in the right direction AND get a free month at the School of Podcasting (now through the end of the year). Take advantage of this black friday deal and get your podcast going in the right direction. Go to podcasthotseat.com Leave Your QuestionGo to askthepodcastcoach.com/voicemail and leave your message to be answered on the next show.Featured Supporter: Keep the Flame AliveDo you love the Olympics? Then you will love the Keep the Flame Alive PodcastDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBE AWESOME!Thanks for listening to the show. Help the show continue to exist and get a shout-out on the show by becoming an awesome supporter by going to askthepodcastcoach.com/awesome

We could be paying even moreSee omnystudio.com/listener for privacy information.

In this episode we answer emails from Anonymous from New Jersey, James, and Brad.  We answer a donor's six-part retirement plan, from mortgages and liquidity to 403(b) constraints, ETF trading, asset location, asset swaps, and tax‑savvy withdrawals. Then we discuss the risks of staying in an accumulation portfolio for too long and the options for obviating a crash before transitioning. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterHow To Do An Asset Swap Video from Risk Parity Chronicles:  How to Do an Asset SwapTax Planning Book:  Amazon.com: Tax Planning To and Through Early Retirement: 9798999841599: Garrett, Cody, Mullaney, Sean: BooksBreathless AI-Bot Summary:Ever wonder whether paying down a mortgage before retirement is actually the safest move? We make the counterintuitive case for liquidity first: keep cash flexible during the messy early retirement years, when housing changes, college timelines, and new expenses collide. With a real listener case study, we show how a mortgage can be a tool, not a trap—and why you can always accelerate later once the dust settles.From there we dig into a pain point for many educators and nonprofit pros: weak 403(b) lineups. We break down why insurance-driven menus lag, how to advocate for better providers and funds, and when it makes sense to roll to an IRA for full control. You'll also learn how to keep tracking simple, why monthly check‑ins beat daily dashboards, and how consolidating at a service‑oriented custodian streamlines everything. On execution, we explain why ETFs beat mutual funds for rebalancing speed and precision, plus how to convert Vanguard mutual funds to ETFs without tax surprises.Taxes and withdrawals get the spotlight too. We clarify asset location—shelter ordinary income, let capital appreciation work in brokerage and Roth—and outline “asset swaps” that let you sell what's up while managing tax impact. For those still accumulating, we talk strategy for a smoother glide into a risk parity portfolio to reduce sequence risk, and the trade-offs between earlier protection and maximum growth. We wrap with a market scoreboard across stocks, bonds, gold, REITs, commodities, preferreds, and managed futures, and report on sample portfolios including Golden Butterfly, Golden Ratio, Ultimate, and leveraged variants.If you value actionable, no-nonsense guidance for DIY investors, you'll find ideas you can use right away—whether you're five years from retirement or still building your base. Subscribe, leave a review, and share this with a friend who's wrestling with 403(b) choices or planning a tax-smart withdrawal strategy.Support the show

Servitude; Bondage; Slavery; Critical topic; Debt; "gods many"; "son of God" title; Firing the moneychangers; Statues; Abraham's story; Defining "servitude"; "Inalienable rights"; "Covenants of the gods" book; Sureties for debt; Sharing with the needy; Pension story; Imagined entitlements; What a free government looks like - Leviticus; 13th amendment; Corporate persons; Worshipping metaphors; Workers of iniquity; Learning how to be free; "Altars"; Q from Mark: Employment?; Protection?; Bondage of Egypt; Consequences of oppression; Social Security insurance?; Christ's answer; Taxes vs tithes; Moses freeing the people; Asking the right teacher; "Saved already"?; Modern Christians mimicking pharisees; Q from Katwellair: Noahide laws?; Mark responds; Idolatry; Gen 9:4; Tearing from neighbors' flesh; Loving neighbor; Daily sacrifice; Acquiring wisdom; Christ's commands; Taking back your responsibilities; Body of Christ; Levites; "Corvee"; Amish?; Masses yearning for free stuff; "Judeo-Christian values"?; vs Covetous practices; Family corporation; Rev 18:11; What happens after death?; Surrendering; Seeking His kingdom and righteousness; Simplicity of Christ's process; Collapsing the economy; Gathering in Tens, Hundreds and Thousands; Possession; "Cash"; Centering your faith; Private interpretation; Fear not!

The Krewe is joined by Atsuko Mori of Camellia Tea Ceremony in Kyoto for a deep dive into the Japanese tea ceremony. Together, they explore the experience itself, the tools and etiquette involved, what guests can expect, and why preserving this centuries-old tradition still matters today.------ 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! ------ Past KOJ Traditional Japan Episodes ------Rakugo: Comedy of a Cushion ft. Katsura Sunshine (S6E1)The Castles of Japan ft. William de Lange (S5E19)Foreign-Born Samurai: William Adams ft. Nathan Ledbetter (Guest Host, Dr. Samantha Perez) (S5E17)Foreign-Born Samurai: Yasuke ft. Nathan Ledbetter (Guest Host, Dr. Samantha Perez) (S5E16)The Thunderous Sounds of Taiko ft. Takumi Kato (加藤 拓三), World Champion Taiko Drummer (S5E13)The Real World of Geisha ft. Peter Macintosh (S5E7)Inside Japanese Homes & Architecture ft. Azby Brown (S5E6)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)The Intricate Culture of Kimono ft. Rin of Mainichi Kimono (S4E7)Shamisen: Musical Sounds of Traditional Japan ft. Norm Nakamura of Tokyo Lens (S4E1)Henro SZN: Shikoku & the 88 Temple Pilgrimage ft. Todd Wassel (S3E12)Exploring Enka ft. Jerome White Jr aka ジェロ / Jero (S3E1)The Chrysanthemum Throne ft. Dr. Hiromu Nagahara [Part 2] (S2E18)The Chrysanthemum Throne ft. Dr. Hiromu Nagahara [Part 1] (S2E17)Yokai: The Hauntings of Japan ft. Hiroko Yoda & Matt Alt (S2E5)The Age of Lady Samurai ft. Tomoko Kitagawa (S1E12)Talking Sumo ft. Andrew Freud (S1E8)------ About Camellia Tea Ceremony ------Camellia Tea Ceremony WebsiteCamellia on X/TwitterCamellia on InstagramCamellia on BlueSkyCamellia on YouTube------ 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: =================================

This conversation, on today's show, explores the evolving concept of retirement, emphasizing the importance of planning beyond just financial aspects. Host Nathan Fort discusses the significance of relationships, the need for clarity and control in financial planning, and strategies to manage longevity risk and emotional investing. Nathan encourages listeners to rethink retirement as a fulfilling phase of life rather than just a cessation of work, highlighting the necessity of a comprehensive retirement plan that includes income strategies and personal goals. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

Have you ever wondered if certain beliefs about retirement could actually jeopardize your future instead of securing it? In this episode of the Retirement Answers Podcast, Jacob Duke, a certified financial planner, delves into common assumptions that may seem harmless but can quietly derail your retirement plans. Tune in to learn how to identify and overcome these misconceptions for a secure and fulfilling retirement journey.

On this episode: 3 straight years of double digit returns in the stock market. What are the chances it will happen again? The more money you make in retirement, the more benefits you lose. How do you balance it out? What many DIYers miss in retirement planning. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Spencer Martin and Johan Bruyneel check in from the team camp heavy region, Spain's Costa Brava, to break down the Oscar Onley/Ineos transfer drama, discuss why UAE and Tadej Pogačar are testing equipment on the Roubaix cobbles, Remco and RedBull's plan for the Tour de France, Jonathan Milan being left off Lidl-Trek's Tour roster and check in on their annual Strava mileage challenge.  Become a WEDŪ Member Today to Unlock VIP Access & Benefits: https://access.wedu.team OneSkin: For a limited time, try OneSkin for 15% off using code THEMOVE at https://oneskin.co/THEMOVE. After you purchase, they'll ask you where you heard about them. PLEASE support our show and tell them we sent you. NordVPN: Get your Exclusive NordVPN deal here → https://nordvpn.com/themove It's risk-free with Nord's 30-day money-back guarantee! Hollow Socks: For a limited time, Hollow Socks is having a Buy 2, Get 2 Free Sale. Head to https://Hollowsocks.com today to check it out. That's https://HollowSocks.com for up to 50% off your order. After you purchase, they will ask you where you heard about them. You can support our show and tell them we sent you. Bubs Naturals: Live Better Longer! For a limited time only, our listeners are getting 20% OFF at BUBS Naturals by using code WEDU at checkout. Just head to https://www.bubsnaturals.com and use code WEDU and you're all set. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you. Hims: Start your free online visit today at https://hims.com/themove for your personalized hair loss treatment options. Results vary. Based on studies of topical and oral minoxidil and finasteride. Prescription products require an online consultation with a healthcare provider who will determine if a prescription is appropriate. Mint Mobile: This year, skip breaking a sweat AND breaking the bank. Get this new customer offer and your 3-month Unlimited wireless plan for just 15 bucks a month at https://mintmobile.com/themove. Upfront payment of $45 required (equivalent to $15/mo.) Limited-time new customer offer for the first 3 months only. Speeds may slow above 35GB on Unlimited plan. Taxes & fees extra. See MINT MOBILE for details.

John Thompson is here today to talk about how the future is reinventing taxes. He discusses his diverse career path from technology and programming into finance, tax services, and nonprofit work, highlighting his long-term involvement with the Financial Health Network and their efforts to improve consumer financial health. He explains how H&R Block has evolved from serving primarily low- and middle-income clients to addressing more complex financial needs, and how automation and technology are changing tax preparation and accounting. Thompson emphasizes the importance of personal finance fundamentals, daily cash-flow systems, and awareness in managing income, debt, and budgeting amid rising costs and structural challenges like housing and healthcare. We discuss...  John Thompson shares his career journey from technology and programming into finance, tax services, and nonprofit work. He highlights his 25-year relationship with the Financial Health Network and their mission to improve consumer financial health. John explains how research on bridging taxes and banking for underbanked populations inspired practical programs at H&R Block. He describes the evolution of H&R Block from serving primarily low- and middle-income clients to addressing more complex financial needs. Automation and technology in tax preparation are allowing professionals to focus on higher-value advisory services rather than data entry. Thompson emphasizes the importance of daily personal finance systems to manage cash flow, spending, saving, and debt. Challenges like inflation, housing affordability, student loans, and healthcare costs create structural barriers to financial health. Thompson discusses how banks and financial institutions are experimenting with different models to serve both underbanked and community-focused customers. He points out that for many simple tax filers, future trends may simplify filing to automated or postcard-level processes. Thompson stresses the importance of taking timely financial actions at key moments, like tax season, raises, or job changes. He highlights upcoming policy and product changes, such as the retirement savings match in 2027–2028 and child savings accounts starting in 2025. Thompson underscores that financial resilience requires both structural solutions and disciplined personal money management. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/reinventing-taxes-john-thompson-772   

This week on Breaking Battlegrounds, we take on three of the biggest issues shaping America's future: national security, education, and taxes. First, Dr. Meg Reiss, founder and CEO of SolidIntel, joins the show to explain how American red tape is strengthening China's dominance over rare earth minerals. Then, National Emmy winning investigative reporter Chris Papst of Fox45 Baltimore joins to discuss his book Failure Factory, which uncovers America's public education crisis, including how billions in taxpayer dollars are spent while student outcomes stagnate and what parents nationwide should be watching for in their own school districts. Finally, Matthew Putnam of the National Taxpayers Union explains how Truth in Taxation laws offer a proven solution to runaway property taxes, highlighting successful reforms in states like Utah, Kansas, and Nebraska and why lawmakers across the country are paying attention.  

                                                   BLACK SHIRT MIXTAPE                                                       **Episode 111**                                                  Best Albums of 2025                                                              Join host Jesse Karassik aka @heyyyyy_jesse as he takes you on a 2 hour sonic journey playing mixtape inspired tracks in a variety of genres- all for your listening (dis)pleasure!   Tracklisting:   1. Praise...Panda Bear (Sinister Grift) 2. Charlie's Garden...Djo (The Crux) 3. Bonnet of Pins...Matt Berninger (Get Sunk) 4. One Foot...Greentea Peng (TELL DEM IT'S SUNNY) 5. Raoul...Snapped Ankles (Hard Times Furious Dancing) 6. Alien Nation...Arcade Fire (Pink Elephant) 7. K.T.Y.W.S....SAULT (10) 8. Arc de Triomphe...Amine (13 Months of Sunshine) 9. John Something...Aesop Rock (Black Hole Suprette) 10. Thief...Little Simz (Lotus) 11. CEILING...Turnstile (NEVER ENOUGH) 12. SEEIN' STARS...Turnstile (NEVER ENOUGH) 13. Taxes...Geese (Get Killed) 14. M.T.B.T.T.F....Clipse (Let God Sort 'Em Out) 15. Ensalada...Freddie Gibbs & The Alchemist (Alfredo 2) 16. Bag of Bones...Lord Huron (The Cosmic Selector Vol. 1) 17. I'm Not Ready For The Change...Nation of Language (Dance Called Memory) 18. Westerberg...Blood Orange (Essex Honey) 19. i think about you all the time...Deftones (private music) 20. Police & Thieves...IDLES (Caught Stealing Original Motion Picture Soundtrack 21. Obsolete...Tame Impala (Deadbeat) 22. Two Man Crew...The High & Mighty (Sound of Market) 23. We Almost Broke Up Again Last Night...Sabrina Carpenter (Man's Best Friend) 24. I Don't Wanna...Syndey Minski Sargeant (Lunga) 25. Divinize...ROSALIA (LUX)  

This week on the Retirement Quick Tips podcast, I'm sharing with you my year-end financial checklist. With only a few weeks before the end of the calendar year, there's still time to complete these before year-end.  Today, I'm talking about projecting your income for taxes and 2026 planning.

Is "Home Alone" a Christian movie? Fed Chairman Jerome Powell announces another interest rate cut. How is the economy right now? The U.S. seizes an oil tanker near Venezuela. James Carville is ranting yet again. Michigan fires its football coach after a scandal erupts at the school. Trump pays a visit to Marine One pilots. Kris has a fun experience at the airport. Tipping is out of control. Comparing the tax rates of the founding fathers' era to today. Erika Kirk addresses things being said around the murder of Charlie Kirk. Somali-connected fraud extends to numerous areas of the United States. Racism against white people continues across America. Boston raised the Somali flag. Hilary Swank airport issue. 00:00 Pat Gray UNLEASHED! 00:14 Christmas is Almost Here! 02:27 Is Home Alone a Christian Movie? 07:53 Another Rate Cut by Feds 10:21 President Trump Explains the Economy Today 14:00 President Trump's 2026 Tax Plan will Go into Effect 18:54 Trump Administration Seizes Venezuelan Tanker 21:23 FBI Serves Warrant to Venezuelan Tanker 22:25 James Carville's Weird Rant about Toast 31:45 Fat Five 48:21 Tipping in America 57:07 Taxes were NOT Supposed to be Permanent 1:07:30 Erika Kirk Responds to Haters 1:12:42 Somali Fraud in Maine 1:17:21 Weird Start to Nashville City Council Meeting 1:18:07 Whiteness in America 1:23:15 James O'Keefe Date Goes Wrong 1:28:57 Somalians in Texas? 1:32:42 Don't Photograph Celebrities Learn more about your ad choices. Visit megaphone.fm/adchoices

Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax planning. And in particular whether people 65 or older should try to keep their income low to get some or all of the extra $6k bonus deduction ( 7:41 )What's up with the markets??? Should we be worried about the stock market? ( 17:33 )Their views on private or alternative investments and whether consumers should embrace them ( 34:30 )Should people try to prevent ever being in IRMAA (i.e. income-based Medicare surcharge) territory with their income, or instead consider SOME IRMAA in the name of longer term tax planning ( 44:04 )Helping address client mental incapacity issues, elder/financial abuse, etc. ( 54:43 )What keeps them up at night, in their roles as advisors ( 1:00:01 )Links in this episode:Kevin's company's website - https://www.9icapitalgroup.com/Kevin's YouTube page - https://www.youtube.com/@9iCap/Kevin's company's Facebook page - https://www.facebook.com/9iCapGroup/Kevin's X (formerly Twitter) page - https://x.com/9ICapGroupKevin's Substack page - https://9icapital.substack.com/Kevin's LinkedIn page - hereTo 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

#257: We break down essential tax and financial decisions to make before year-end. Learn how to maximize deductions, optimize charitable giving, manage investment gains and losses, and take advantage of retirement and home-improvement credits. We also run through all the credit card, points and miles deadlines to hit before 12/31. Link to Full Show Notes: https://chrishutchins.com/end-of-year-financial-checklist-2025 Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn MasterClass: Learn from the world's best with 15% off Aura Frames: $35 off the best digital frames with code ALLTHEHACKS DeleteMe: 20% off removing your personal info from the web Fabric: Affordable term life insurance for you and your family Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Daffy: Free $25 to give to the charity of your choice For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Chris' End of Year Checklist for Taxes, Points & Miles Carry Solo 401k Kick (20% off your first year of bookkeeping with code CHRIS20) Invest America Kids Savings & Investment Accounts Hotel Mattress Run CardPointers Pro (50% off here) Use Your Credits ATH Podcast Chris' Best Cards Page Ep 144: Leveraging Tax-Advantaged Accounts to Maximize Your Wealth with Katie Gatti Tassin Ep 243: Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@chrishutchins.com Full Show Notes (00:00) Introduction (01:03) Standard Deduction vs. Itemizing (03:02) The New SALT Cap & Property Tax Strategy (05:02) Pass-Through Entity Taxes for Business Owners (06:07) Smart Charitable Giving Strategies (07:07) Donating Appreciated Assets (09:18) Using Donor-Advised Funds (DAFs) (14:16) Why 25-26 Changes Matter for Charitable Giving (16:14) New Car Loan Interest Deduction (18:19) Deduction for Qualified Tips & Overtime (18:34) New Senior Deduction (19:12) Shifting Income to Optimize Your Tax Bracket (20:48) Capital Gains: Loss & Gain Harvesting (22:02) Understanding the Wash Sale Rule (25:11) Advanced Tax Moves to Ask Your CPA (25:42) Key Retirement Deadlines & Contribution Limits (31:01) Roth IRA & Traditional IRA Rules (34:18) Backdoor & Mega Backdoor Roth Contributions (35:18) ISOs & Alternative Minimum Tax (36:16) FSA Essentials: Use It or Lose It (38:57) HSA Strategy & Triple-Tax Advantage (42:13) Home Efficiency & Solar Credits for 2025 (43:14) 529 Plans, Gifting Rules & Education Savings (47:37) The New “Trump Account” for Kids (48:14) Funding a Child's Roth IRA Through Earned Income (50:29) EOY Tax Moves for Business Owners (55:51) EOY Checklist for Points & Miles (01:00:32) Credit Card Annual Credits & Benefit Resets (01:03:57) Calendar-Year Credits to Use Before January (01:14:55) Final EOY Checks for Airlines, Hotels & Credit Cards Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode sponsored by Shannon Robnett Industries   LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ In this game-changing Dropping Bombs episode, second-generation developer Shannon Robnett reveals how ground-up development destroys traditional buy-and-hold syndication.  With $425 million in completed projects and $140 million under management, Shannon breaks down the brutal lessons from losing $5 million in '08, surviving addiction recovery, and rebuilding to consistent 25% investor returns through tax-advantaged multifamily and industrial deals.   Shannon breaks down the secrets separating legitimate operators from hype machines, the refinance strategy returning 60% of capital by year three, and why Dave Ramsey's debt philosophy leaves billions on the table—plus the exact questions to ask before investing a single dollar. If you're ready to escape landlord hell and let your money work while you sleep, this episode is your blueprint.