Podcasts about taxes

Rome didn't collapse overnight.It made a decision.In 211 AD, Emperor Septimius Severus gave his sons a final piece of advice:“Enrich the soldiers and despise all others.”That sentence rewired the Roman economy.Military pay exploded. Silver coins were quietly debased. Taxes strained. Inflation spiraled. And within fifty years, Rome's currency was mostly copper wearing a thin silver mask.This wasn't an accident. It was arithmetic.In this episode, we break down:• The Praetorian Guard auctioning the empire • The 50% pay raise that destabilized the treasury • How Roman currency debasement really worked • Caracalla's Antoninianus and hidden inflation • Why the Third Century Crisis began with payroll Rome didn't fall because of barbarians.It fell because it taught itself that money was negotiable.History doesn't repeat. But it does rhyme.Subscribe to see the pattern before it repeats again.

The Highest Paying Travel Therapy States in 2026: Balancing Gross Pay, Taxes, and Cost of LivingListen in to learn more about how to look for the highest paying states and jobs for travel therapists

SCOTUS rules AGAINST Trump on tariffs, he goes scorched earth in his reaction and pulls the trigger on his "Plan B". Socialist voters get a shock! NYC Mayor Mamdani betrays his base and promises to raise property taxes on ALL & RAID retirement accounts. As President Trump pushes for the passage of The SAVE Act, an election integrity group has another secret meeting with the Administration to address election fraud. Will the midterms be secured? Hero of the Week will shock those who haven't been paying attention to the rise of Islamocommunism. Hint: Choose Dogs. Andrea delivers the sharpest analysis in her unique southern style, with a focus on America First policies built on accountability.Support Our Mission: https://www.paypal.com/donate/?hosted_button_id=ZMGRBFGDJKRS8See omnystudio.com/listener for privacy information.

The final five years before retirement are not maintenance mode. They are leverage years. Small decisions made here can outweigh the previous twenty years of saving and investing. In this episode, James explains why this window is so critical. As your portfolio grows, your returns begin doing more of the heavy lifting than your contributions. That shift changes everything. Panic during a downturn, chase performance at the wrong time, or structure your investments poorly, and you may never capture the growth those final years were meant to deliver.But it is not just about investments. A portfolio alone is not a retirement plan. Income is. How your assets generate cash flow, how you manage sequence risk, and how you structure withdrawals will determine whether your money works for you or against you.Taxes become a central player. In retirement, you gain more control over how and when income shows up. Used intentionally, that control can extend how long your portfolio lasts. Ignored, it can quietly drain more than any market correction.And beyond all of it sits a harder question. What are you actually retiring to. If the spreadsheet is optimized but the life is undefined, the plan has nothing to support.The red zone is not about fear. It is about focus. Get these years right and retirement becomes something you step into with intention, not uncertainty.Learn the tips & strategies to get the most out of life with your money.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

    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.

Taxes can quietly shape some of the biggest financial decisions you'll ever make — from choosing how to take a pension to deciding how to leave money to your heirs. On this week's Money Matters, Scott and Pat take calls from listeners working through those exact issues. One caller is weighing a pension lump sum against monthly payments, and the tax consequences of that decision become central to the conversation. The guys also discuss how asset location affects tax efficiency, why different accounts are taxed differently, and how thoughtful planning can help reduce unnecessary taxes over time. They even explore ways to structure inheritances that protect beneficiaries while keeping taxes in mind. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

February 21, 2026; 8am: Election season is here with early voting underway in Texas with special focus on the U.S. Senate primaries. On the Democratic side, Congresswoman Jasmine Crockett is facing off against State Representative James Talarico. And for Republicans, incumbent Senator John Cornyn is fighting to keep his seat against State Attorney General Ken Paxton and Congressman Wesley Hunt. The primary is set for March 3, and the results could shake up the direction of both parties come November. Matthew Bartlett, Republican Strategist and former Trump appointee to the State Department, and Shaniqua McClendon, Vice President of politics at “Crooked Media,” joins “The Weekend” to discuss. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Krewe wraps up Season 6 with an episode looking back at the highs, the lows, & what's to come! Join Doug & Jenn for listener feedback and behind-the-scenes stories as they put a bow on the 6th chapter of KOJ Podcast! ------ 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!  ------ JSNO Upcoming Events ------ JSNO Event Calendar Join JSNO Today!

New Balance's sales have surged 180% in 5 years to $19B… all thanks to 1 single meeting.Amazon's new service will find your lost dog… but it's freaking out everyone (and investors).How do billionaires pay taxes (or not)?... We'll tell ya what Zuck does.Plus, the hottest bar in NYC? It's Jamie Dimon's office pub… but JPMorgan bankers can't get in.$ZUCK $META $NKE $JPMBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): SOLD OUTArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

With national debt up $2.6 trillion in one year and trade deficits exploding despite tariffs, the dollar faces collapse while oil and gold signal inflation's return.- This episode is sponsored by Grammarly. Download Grammarly for free at https://grammarly.com- This episode is also sponsored by Pebl. Go to https://hipebl.ai to get a free estimate.Peter Schiff analyzes mounting evidence that the U.S. dollar is heading for a major decline, driven by exploding deficits and failed trade policies. With the national debt surging $2.6 trillion in just over a year under Trump, and trade deficits widening despite tariffs, Schiff argues that the same deficit spending Republicans blamed for Biden's inflation is now accelerating under the current administration. Oil prices have surged 21% in two months, hitting six-month highs above $66, while gold holds support above $5,000 as central banks continue dumping dollars. The December trade deficit data reveals Trump's tariffs are backfiring spectacularly - imports rising while exports fall, proving Americans pay 90% of tariff costs according to New York Fed studies. Housing markets show severe stress with pending home sales hitting record lows, signaling price corrections ahead. Schiff credits Trump for reducing FDA drug approval requirements from two studies to one, but argues this modest deregulation doesn't address the fundamental problem of government interference in healthcare markets that didn't exist before 1962.Chapters:01:33 Gold & Silver Snapshot: Buy the Dip Below $5,00002:14 Oil Breakout: Why Gas Prices Are Headed Higher05:42 Dollar Weakness #1: Exploding Deficits and the Debt Rollover Bomb09:52 Tariffs, Taxes, and the Myth of 1880s Prosperity15:54 DOGE, Elon Musk, and Why Government Can't Be Efficient20:14 World Ditches the Dollar: Central Banks Buy Gold21:32 Trade Deficit Reality Check: December Numbers Blow Out27:28 Tariffs Backfire: New York Fed Study Says Americans Pay36:20 Twin Deficits → Inflation & Rates: The Macro Chain Reaction39:22 Housing Bubble Math: Rates Up Means Prices Must Fall42:04 Giving Credit Where Due: Trump's FDA Change to One Efficacy Study45:05 Before 1962/1938: How Drug Approval Worked in a Freer Market53:28 Wrap-Up: Newsletter, Gold/Silver, EuroPac Funds & Upcoming Live ShowFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#Gold #Tariffs #InflationOur Sponsors:* Check out GhostBed: https://ghostbed.com/PETER* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

What happens when fear—not ignorance—keeps people from building wealth?Tax expert and author Hannah Cole unpacks the real reasons so many people feel paralyzed around money, taxes, and financial decisions. We discuss how cultural conditioning and lack of education make taxes feel intimidating—especially for women and first-time founders—and why the system is often more flexible than people think.This conversation is about agency: understanding tax brackets, startup losses, and the difference between avoiding taxes and engaging strategically with them. At its core, it's a reframing of taxes—not as punishment, but as partnership. Because clarity, not fear, creates power.In this episode of Common Denominator with Moshe Popack, you'll learn: - Fear of numbers is a common issue that many face.- Tax literacy can empower individuals to take control of their finances.- The tax code is designed for humans, not robots.- There is a significant lack of tax education in schools.- Understanding tax brackets can prevent unnecessary fear.- The IRS is generally accommodating if approached honestly.- Business ownership offers significant tax advantages.- The government prioritizes economic growth through business support.- Many wealthy individuals evade taxes, creating a fairness issue.- Education is key to reducing fear and increasing tax compliance.Timestamps: 00:00 Understanding the Fear of Money02:48 The Importance of Tax Literacy06:03 Debunking Tax Myths and Fears09:10 Strategies for Tax Efficiency12:10 The Role of Government in Taxation15:06 Future of Work and Taxes18:07 Empowering Through Education21:01 The Fairness of the Tax SystemLike this episode? Leave a review here:https://ratethispodcast.com/commondenominator

Social Security is one of the biggest financial decisions in retirement — yet it's often misunderstood. In this episode, we break down what the latest projections really mean, how claiming timing impacts your lifetime income, and how benefits are calculated, taxed, and adjusted over time. Episode Highlights: - Will it be there? What the 2033–2034 projections mean and how payroll taxes fund the system. - When should I claim? The tradeoffs between 62, full retirement age, and 70 — and why timing matters. - How is it calculated? Your highest 35 earning years, the earnings test, taxes, and COLA adjustments. 

Rent increases in Quebec just got a major overhaul for the first time in decades, and this renewal season is the first real test. In this episode, Axel Monsaingeon sits down with Cory Friedman to break down what changed, what stayed the same, and where landlords and operators can get burned if their bookkeeping is not airtight. You will learn how the new framework uses a three year rolling CPI average, how capital expenses can now play a bigger role in allowable increases, and why taxes and insurance only help you when they rise faster than CPI. Cory also explains the real world problem behind the reform, the TAL backlog, and why today's leasing market makes renewals more strategic than ever. If you manage multifamily in Quebec, this is the renewal playbook to stay compliant, protect cash flow, and avoid expensive turnover.   Topics & Timestamps

IEEPA tariffs are found Unconstitutional, Learning Resources, Inc. v. Trump (2026).Today, Feb 20, 2026, the U.S. Supreme Court ruled in two combined cases that the International Emergency Economic Powers Act (IEEPA) does not give the President the power to impose tariffs on imports. This decision stopped tariffs set by President Trump to fight drug trafficking and trade deficits.Soon after becoming president, Trump declared national emergencies under IEEPA. He cited two big threats: Drug influx & Trade deficits.Businesses and states sued, saying IEEPA doesn't allow tariffs. One case started in a D.C. district court, which blocked the tariffs temporarily. The other went to the Court of International Trade (CIT) and was upheld by the Federal Circuit appeals court. They said IEEPA's words about "regulating importation" don't cover unlimited tariffs. The Constitution gives Congress, not the President, the power to set taxes and duties, including tariffs (Article I, Section 8). The Framers wanted Congress to control "the pockets of the people." Presidents have no natural right to impose tariffs in peacetime. The government argued IEEPA lets the President "regulate... importation," which they said includes tariffs of any size, length, or scope. But the Court disagreed, using these key points:Major Questions Doctrine: The Court is wary of laws that vaguely give away huge powers. Tariffs affect the economy massively, trillions in trade and billions in revenue. Congress wouldn't hide such a big handover in unclear words. In 50 years of IEEPA, no president had used it for tariffs. Past laws delegating tariff power were always clear and limited. This claim was too extreme, especially for the "power of the purse."Word Meanings in IEEPA: The law lists powers like "investigate, block, regulate, direct, nullify" imports or exports. It doesn't mention tariffs or duties. "Regulate" usually means to control or restrict, not to tax. Taxes are separate, Congress always says so explicitly when giving tax powers. If "regulate" included taxes, it might violate the Constitution's ban on export taxes. The other words in the list are about sanctions or controls, not raising money.No Exceptions: Even in emergencies or foreign affairs, Congress must clearly say if it's giving away tariff power. Tariffs aren't just regulation; they're taxes with big economic and political effects.The Court vacated (canceled) the D.C. case for jurisdictional reasons and affirmed (upheld) the Federal Circuit's ruling. IEEPA can't be used for tariffs. This protects Congress's role in trade policy.The opinion was written by Chief Justice Roberts, with parts joined by Justices Gorsuch and Barrett. It stresses separation of powers and careful reading of laws.This program is brought to you by DAT Freight & Analytics. Since 1978, DAT has helped truckers & brokers discover more available loads. Whether you're heading home or looking for your next adventure, DAT is building the most trusted marketplace in freight. New users of DAT can save 10% off for the first 12 months by following the link below. Built on the latest technology, DAT One gives you control over every aspect of moving freight, so that you can run your business with speed & efficiency. This program is also brought to you by our newest sponsor, GenLogs. GenLogs is setting a new standard of care for freight intelligence. Book your demo for GenLogs today at www.genlogs.io today!

With the 2026 midterm elections approaching, the biggest question facing Republicans is clear: can they win without Donald Trump on the ballot? In this in-depth conversation, Lisa is joined veteran strategist John McLaughlin breaks down the critical turnout gap shaping recent elections, why Democrats may currently hold a slight advantage, and what Republicans must do now to rebuild the coalition that powered victories in 2016 and 2024. From the importance of Trump-era issue alignment—including immigration, tax cuts, and working-class economic policy—to the danger of voter drop-off in 2025 races, this episode dives into the data, the strategy, and the stakes. We also explore: Why Trump voters aren’t turning out at the same levels—and how to fix it The 80% issues Republicans may be failing to capitalize on, like voter ID and border security How Democratic policies on taxes, spending, and immigration could reshape the midterms The growing disconnect between economic data and voter perception Why messaging—and where voters get their information—may decide the election Early insights into the 2028 Democratic primary battle, including Kamala Harris, Gavin Newsom, and the rising progressive wing Plus: What history—from the 2002 and 2010 elections—can teach us about defying midterm trends, and whether Republicans are making the same mistakes all over again.

In this episode, we cover a wide range of financial strategies for physicians and high-income professionals. From burnout prevention to retirement planning, every chapter provides actionable guidance that can save time, reduce stress, and grow your wealth efficiently. We start with why financial literacy is essential for burnout prevention, then dive into advanced investing strategies such as direct indexing with short and long extensions. Next, we explore the new Roth option in the Thrift Savings Plan (TSP) and clarify the Ohio Homestead Exemption rules. We also answer common questions: Is buying real estate a legal tax loophole? and how a Solo 401(k) works alongside a 403(b) and 457 plan. For physicians looking to simplify their taxes, we discuss tax strategy basics in clear, actionable terms. Finally, we share the WCICON26 coupon code for those interested in our physician finance conference. This episode is a must-listen for doctors, dentists, and other high-income professionals who want to take control of their finances, minimize tax liability, and invest smarter. Connect with Taxstra: https://www.instagram.com/taxstra  Laurel Road is committed to serving the financial needs of doctors, including helping you get the home of your dreams. Laurel Road's Physician Mortgage is a home loan exclusively for physicians and dentists featuring up to 100% financing on loans of $1,000,000 or less. These loans have fewer restrictions than conventional mortgages and recognize the lender's trust in medical professionals' creditworthiness and earning potential. For terms and conditions, please visit www.laurelroad.com/wci. Disclosures: NOTICE: This is not a commitment to lend or extend credit. Conditions and restrictions may apply. All mortgage products are subject to credit and collateral approval. Mortgage products are available in all 50 U.S. states and Washington, D.C. Hazard insurance and, if applicable, flood insurance are required on collateral property. Actual rates, fees, and terms are based on those offered as of the date of application and are subject to change without notice. 1. 100% financing is only available to interns, residents, fellows, doctors, dentists, clinical professors, researchers, or managing physicians with a current license and a degree of Doctor of Medicine (MD), Doctor of Osteopathic Medicine (DO), Doctor of Podiatric Medicine (DPM), Doctor of Dental Surgery (DDS), or Doctor of Dental Medicine (DMD). Only available when purchasing or refinancing with no cash out on a primary residence and loan amount does not exceed $1,000,000. Retired doctors are not eligible. Additional conditions and restrictions may apply. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:30 Financial Literacy IS Burnout Prevention 09:45 Direct Indexing Explained: Short and Long Extensions 17:46 Is Buying Real Estate a Legal Tax Loophole? 28:23 Tax Strategy Basics for Physicians 39:54 How a Solo 401(k) Works With a 403(b) and 457 Plan

Andy chats with a real person (not an advisor) doing their own retirement planning. This week Andy is joined by Kevin Sebesta from the Rock Retirement ClubKevin retired at 43 as part of the FIRE (Financial Independence, Retire Early) concept. He shares his planning and retirement journey, and discusses more about FIRE including the FIRE community and thoughts everyone (not just FIRE folks) should consider when planning for retirement.  Links in this episode:Kevin's blog - www.LifeInFIRE.comThe Rock Retirement Club - www.RockRetirementClub.comTenon Financial monthly e-newsletter/blog - 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

On this Thursday edition of Sid & Friends in the Morning, Sid covers New York City Council Speaker Julie Menin stating the City Council will not allow a proposed 9.5% property tax increase amid an affordability crisis; discussion about residents and businesses leaving New York for places like Texas due to high costs and taxes; NYU Langone discontinuing its transgender youth health program, citing the current regulatory environment and the departure of its medical director, while continuing pediatric mental health care; President Trump hosting a Black History Month summit at The White House; Meta CEO Mark Zuckerberg testifying in a social media trial alleging platforms deliberately addict and harm children, with a plaintiff claiming early app use contributed to depression and suicidal thoughts; and Quinn Hughes' overtime winner against Sweden to advance the United States Men's Ice Hockey Team to the semifinals in the Milan Olympics. Alexandra Bougher, Bill O'Reilly, Megyn Kelly, Mike Lawler, Nicole Malliotakis & Peter King join Sid on this Friday-eve installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage account is my favorite account type and in this episode, I share 7 benefits that anyone can use to their advantage in retirement.

Is SpaceX about to break the IPO playbook? And what happens when AI salaries completely reshape relationship dynamics? On this week's episode of The Liquidity Event, Shane is joined by BKFi Senior Tax Associate Ethan Burroff to break down SpaceX's potential $50 billion IPO and what it means for retail investors, equity holders, and tax planning. They also dig into how massive AI compensation is shifting power dynamics in relationships, why techies are swapping wedding bands for Oura Rings, and what to know before trusting ChatGPT with your tax return. The episode wraps with a Reddit tax cautionary tale and a reminder that AI still isn't your CPA. If you work in tech, hold equity, or are navigating a big financial transition, this one's for you. Timestamps 00:00 – Welcome to Episode 177 00:01:00 – Ethan's Origin Story: From Listener to BKFi Tax Associate 00:04:20 – SpaceX's $50B IPO & Retail Investor Access 00:09:20 – IPO Tax Complications & What Employees Should Expect 00:11:40 – Oura Rings as Wedding Bands? Tech Culture & Biometrics 00:17:55 – AI Salaries & Income Disparities in Relationships 00:24:40 – Why This Winter Has Been So Extreme 00:29:10 – Can You Trust ChatGPT to Do Your Taxes? 00:31:00 – Where AI Still Falls Short in Tax Planning 00:32:30 – Final Thoughts & Listener Call-Out

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Required Minimum Distributions (RMDs) are not just mandatory withdrawals — they are forced taxable income that can quietly reshape your retirement tax picture. Higher income from RMDs can trigger increased marginal tax rates, IRMAA surcharges, greater Social Security taxation, and long-term compounding tax consequences — especially for married couples navigating the widow/widower tax penalty. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about RMD tax planning as a long-term process — not just a once-a-year withdrawal decision — including: Why RMD planning is really tax bracket management over time How Roth conversions can shrink future Required Minimum Distributions Smart timing and withholding strategies that create flexibility How Qualified Charitable Distributions (QCDs) reduce taxable income The role of income targeting and IRMAA awareness What types of assets to convert — and why it matters Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  A classic story about 10 men splitting a dinner bill reveals a bigger debate about tax fairness — from the Bush tax cuts in 2003 to today's fight over wealth taxes and the ultra-rich. This breakdown explores who really pays taxes, how billionaires legally avoid income taxes through stock and borrowing strategies, and why the 75,000-page tax code favors powerful interests. The real problem isn't just tax rates — it's a system that rewards complexity over fairness and creates an American aristocracy.

WWW.ADVENTUREFREAKSSS.COM Find your Ideal Destination Here: https://adventurefreaksss.com/ideal-destination-finder/ ================================= How to work with me: =================================

When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn't fully understood. Today's listener question is about an inherited home and hesitant siblings.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Hometown Radio 02/18/26 5p: Lance Parker talks about taxes And more taxes

Join Jim and Greg for the Wednesday 3 Martini Lunch as they dissect Stephen Colbert and James Talarico apparently lying about why their interview was not aired on CBS, Zohran Mamdani threatening to soak all property owners in New York City with much higher taxes, and a House Republican sounding the alarm about how soon Social Security is going to implode.First, they follow up on Tuesday's martini about why Colbert's interview with Talarico did not air on CBS. Colbert and Talarico claim President Trump's FCC forced the network to spike the segment, but CBS officials now say they never suggested pulling the interview. Jim is fuming at Colbert and Talarico.Next, they turn to New York City, where New York City Mayor Zohran Mamdani is threatening massive property tax increases if state lawmakers refuse to approve higher taxes on “the rich” and corporations. Jim and Greg point out how painfully predictable this was despite Mamdani's "affordability" campaign.Finally, they spotlight Rep. David Schweikert's warning that Social Security will implode in less than seven years if no action is taken. Jim and Greg not only lament the lack of will in either party to address the problem, but they also remind us how much more solvent the program would be if we started investing some of Social Security in the markets 20 years ago when President George W. Bush was pushing for it.Please visit our great sponsors:Help protect your family with life insurance through Ethos. Visit https://ETHOS.com/3ML to get your instant, free quote.  Every missed call is a missed opportunity. Capture every lead with QUO. Start today and save 20% on your first 6 months: https://Quo.com/3MLFind your way forward with BetterHelp when you sign up at https://www.BetterHelp.com/3ML to get 10% off your first month.New episodes every weekday. 

BUY CAST BREW COFFEE TO SUPPORT THE SHOW - https://castbrew.com/ Become A Member And Protect Our Work at http://www.timcast.com Host: Tim Pool @Timcast (everywhere) Guest: My Second Channel - https://www.youtube.com/timcastnews Podcast Channel - https://www.youtube.com/TimcastIRL

Can you deduct free food, rent your house to your business or avoid double taxation with a C Corp?In this Q&A episode, Mike answers rapid-fire tax questions submitted by business owners across industries. From restaurant deductions to partnership restructuring, foreign contractors, co-mingled expenses, and advanced C Corp investing strategies, this episode walks through what's legal, what's smart, and what's risky. If you want clarity before you file, this is the one to listen to.

(February 18, 2026) Billionaires’ low taxes are becoming a problem for the economy. Stephen Colbert mocks CBS statement over late-night show controversy. American kids used to eat everything. No views, no hikes, just ZzZ’s.. welcome to ‘Sleepcation.’See omnystudio.com/listener for privacy information.

Self-employed or running a creative business?  You're not alone if tax season turns into a last-minute scramble to find help from someone who understands that your income doesn't look like a normal paycheck. Artist turned tax expert Hannah Cole takes the fear out of taxes and explains the basics in a clear, approachable way. You'll learn what to do throughout the year to make tax season easier, how much to save for self-employment tax, and get tips for making the transition from side hustle to full-time business. Topics discussed: Introduction (00:00) What inspired Hannah to become a tax expert (01:44) Why creatives feel unseen by accountants (04:51) Tax tips for the self-employed (06:05) How to filter out bad advice and choose the right professional (08:53) Tax Day financial check-up (11:16) Key numbers to review on your tax return (13:00) How to estimate your quarterly taxes (15:19) Hannah's book, Taxes for Humans, and more resources (16:16) Transitioning from side hustle to full-time business (17:41) What brought you JOY today? (21:14) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Hannah Cole: The Sunlight Podcast: https://www.sunlighttax.com/podcast Instagram: https://www.instagram.com/sunlighttax/ TikTok: https://www.tiktok.com/@sunlighttax Youtube: https://www.youtube.com/@sunlighttax LinkedIn: https://www.linkedin.com/in/hannah-cole-3775561/ Website: https://www.sunlighttax.com/ About Our Guest: Hannah Cole is a tax expert who specializes in working with self-employed people, especially creative and mission-driven ones. A long-time working artist herself, she's helped tens of thousands of self-employed people skill up with accessible tax and money education, through her Money Bootcamp program, tax workshops from Florida to Alaska, and on the Sunlight Tax podcast. Her forthcoming book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed, is the most funny and empowering tax guide you'll ever read. Hannah is the founder of Sunlight Tax. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan's fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.At the core of his firm's approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they've earned and build long-term financial confidence.He's the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.When he's not driving growth or designing new campaigns, you'll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.Learn more: http://www.gosbc.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2

The Simple Framework That Built Seven Figures And What Scaled It Further Most people believe building wealth requires complex strategies, insider knowledge, or perfect timing. The truth is the foundation is simple. In this episode, I break down the exact system that took our family from zero to seven figures in under eight years. We walk through the three account framework, consistent automation, high income skill development, and intentional frugality. Then we go deeper into what scaled us beyond seven figures. Real estate syndications. Advanced tax planning. Bitcoin as a strategic asymmetric bet. Private equity and business ownership. If you are early in your journey, this gives you the map. If you are already building, this shows you the next phase. Episode Timeline and Highlights 00:00 The wealth blueprint 02:00 Three account system 05:00 Weekly automated investing 07:00 Income growth strategy 09:00 Real estate diversification 13:30 Playing offense with taxes 15:30 Bitcoin allocation strategy 17:00 Private equity and ownership 19:00 Keeping wealth simple Key Takeaways • Wealth starts with simplicity • Automation removes emotion • Income growth fuels investing • Taxes can be used strategically • Ownership scales wealth faster than saving alone Quotables "Make your money work harder than you do." "Wealth is simple. Discipline is rare." "Automate first. Optimize later." If you are just starting, build the foundation. If you are building momentum, evolve the strategy. But do not overcomplicate what works.

Send a textIn this episode, I sit down with CPA Tania Haddock, a mother, a financial literacy advocate, and a trusted CPA for small‑business owners, to answer the questions people really want to know during tax season. From “Can you buy a Benz with your LLC?” Tania breaks down the difference between a tax preparer and a CPA, the first steps every new entrepreneur should take, and how to stay compliant all year instead of scrambling in April. She also opens up about what inspired her to become a CPA, the financial lessons she learned growing up, her move from California to Atlanta, and how motherhood shaped her discipline and money habits. We talk fitness, mindset, business structure, tax myths, credits vs. deductions, and the habits that changed her relationship with money.If you're a small‑business owner, entrepreneur, or “workpreneur” balancing a 9–5 and a business, this episode will help you get aligned financially, mentally, and operationally. Tap in and take notes, this conversation will save you money, stress, and time.Ep 152: CPA Tania Haddock on Taxes, Financial Alignment, Fitness & MoreRemember to subscribe, download, leave a comment, rate this podcast, and SHARE. xo- Candi HussleFollow On Social MediaInstagram: @DopeChickWithAmbitionThreads: @DopeChickWithAmbitionShop podcast Merch: https://www.dopechickwithambitionmerch.com/#CPAforsmallbusinesses, #smallbusinesstaxes, #LLCwriteoffs, #buyacarwithLLC, #BenzwithLLC, #taxseason2026, #CPAvstaxpreparer, #taxcreditsvsdeductions, #smallbusiness #accountingtips, #entrepreneurtaxtips, #financia literacy, #businesscompliance, #howtochooseataxpreparer, #registeringabusiness, #AtlantaCPA, #motherhoodandbusiness, #moneyhabits, #financialalignment, #workpreneurtips, #taxmyths, #smallbusinessdeductions, #CPAinterview, #taxadviceforentrepreneurs, #podcastforwomen, #DopechickwithambitionSupport the show

Joyce talks about New York Mayor Zohran Mamdani's plan to reduce spending and cut back on the deficit between the city and the state by taxing the wealthy. Does his plan go to far? Will it eventually drive businesses and wealthy people out of New York? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A set of new bills going through the Utah Legislature this season may see more taxes applied to the online activities of Utahns including streaming websites and websites featuring adult content. Holly and Greg discuss the ramifications of the bill and what kind of bills Utah may be seeing come 2027. 

Topics we will discuss on today's episode of KSL's Inside Sources include: Taxes on Streaming among other things  Ramadan Mubarak! & Lent begins!  Avoiding the Pitfalls of first-time homebuying Fighting America's Loneliness Epidemic 

17FEB25: Whoopie Epstein, Israeli Bobsled, JD Cooks, Mom Sells Fans, Mamdani Taxes Up, and More.  Hosts: Matt & Leeroy Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship.  Watch Us Here: linktapgo.com/thedumshow thedumshow.com This episode of The Don't Unfriend Me Show delivered fireworks from the start as Matt went head-to-head with longtime critic Dusty Dinkelman in a heated confrontation that quickly moved from policy debate to personal accusations. What began as a discussion on legal definitions, presidential pardons, and January 6th spiraled into disputes over past recordings, character attacks, and threats of legal action. After the clash, the show pivoted to a deep dive into Iran's military posture, analyzing satellite imagery, troop movements, and potential U.S. and Israeli strategy, with Matt and Leeroy arguing that any intervention would be swift and decisive. The episode also touched on voter ID, parental rights, and the broader divide between government institutions and everyday Americans. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.

Shocking twists are reshaping Georgia politics in real time. Sandra Parrish sits down with AJC political reporter Greg Bluestein to break down the dueling tax plans at the Capitol, the growing divide between House and Senate leaders, and how the 2026 and 2027 elections could determine Georgia’s long-term fiscal future. Greg also unpacks Rick Jackson’s surprise entrance into the governor’s race, why it caught even insiders off guard, and how it could upend the Republican field. Follow us on Facebook and Instagram or download our app to stay connected! Saturdays with Sandra www.1011thepulse.com ios App Android App Advertise with Us Greg's X Account Chapters00:00 Introduction and Banter00:42 Dueling Income and Property Tax Plans02:25 Governor Kemp’s Measured Tax Approach03:40 How the 2026–2027 Elections Shape Policy04:49 Rick Jackson’s Surprise Entry06:10 Impact on the Republican Field07:20 Final Thoughts and Session PreviewSee omnystudio.com/listener for privacy information.

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan's fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.At the core of his firm's approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they've earned and build long-term financial confidence.He's the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.When he's not driving growth or designing new campaigns, you'll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.Learn more: http://www.gosbc.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2

Hour 2

Many people enter retirement expecting their taxes to decline, but for many retirees, the opposite happens. In this episode, Larry explains why retirement income often becomes more taxable over time and how a lack of coordination can quietly increase stress, healthcare costs, and long-term tax exposure. In this episode, Larry Heller, CFP®, CDFA®, discusses: Why retirement is often not a low-tax phase of life How required minimum distributions, Social Security, and taxable accounts interact Common tax mistakes retirees make when planning starts too late Why tax planning should be ongoing, not a once-a-year conversation How income decisions can affect Medicare premiums and overall cash flow Ways proactive planning may help retirees reduce surprises and stay in control And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP®

Brent Daniels breaks down the essential real estate rules that help investors build wealth, no matter the market conditions. Perfect for real estate professionals and entrepreneurs, these strategies reveal how to capitalize on the current market, spot opportunities, and turn even ugly properties into profitable investments.Learn the 10 golden rules that can set you on a millionaire path in real estate now! And don't forget to join the TTP Training Program for more.---------Show notes:(0:55) Beginning of today's episode(4:40) The 10 golden rules(4:44) Just because you can doesn't mean you should(6:50) Go for the red hotel(7:55) Recognizing potential (15:22) Uglier the houses the bigger the checks(19:37) PITI (Principal, Interest, Taxes, Insurance) (21:55) You make money when you buy (25:50) Conversations and Offers----------Resources:Rich Dad Poor Dad by Robert KiyosakiCashflow Quadrant by Robert KiyosakiTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

California's richest residents are threatening to leave the state over a proposed one-time 5% tax on billionaires. Suzanne Jimenez, chief of staff at SEIU United Healthcare Workers West, an architect of the proposal, explains how the tax would work.Photo: California Governor Gavin Newsom gestures as he speaks during the World Economic Forum (WEF) annual meeting in Davos on January 22, 2026. Newsom opposes this proposal. (Photo by Fabrice Coffrini/AFP via Getty Images) 

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.

In this powerful episode of Unleashing Intuition Secrets, Michael Jaco sits down with California gubernatorial candidate Lewis Herms to discuss his bold vision for transforming California ahead of the June 2, 2026 primary. Running with No Party Preference, Herms shares his strategy for addressing corruption, restoring accountability, and implementing sweeping structural changes across the state. Herms outlines his proposal to eliminate “WHARF” — waste, abuse, redundancy, and fraud — which he believes could reduce government spending by up to 75–80%, allowing for the removal of property and income taxes while potentially lowering sales tax. He discusses his commitment to full financial transparency through a publicly accessible California budget and a proposed exposure.ca.gov platform to identify officials under investigation. The conversation also explores major issues shaping California's future, including combating human and child trafficking, election integrity, public safety reform, and holding leadership accountable. Herms describes plans for a statewide sheriff symposium focused on restoring law enforcement's mission to protect and serve, as well as strategies to reduce regulations, bring businesses back to California, and support farmers in producing cleaner, healthier food. Energy and infrastructure are also central to Herms' platform. He discusses lowering energy costs through emerging technologies such as small modular reactors and landfill-to-energy systems, along with long-term interest in advanced energy solutions. He also shares ideas for improving water security, including raising existing dams and exploring the creation of a major new lake system that could reduce reliance on the Colorado River. Herms explains that victory depends on reaching the millions of Californians who have disengaged from voting, emphasizing the importance of participation, transparency, and citizen involvement in shaping the future of the state. This episode offers insight into Herms' mission, policies, and vision for a restructured California focused on accountability, safety, and practical solutions. Learn More & Connect Lewis Herms: https://www.hermsforcali.com Michael Jaco: https://michaelkjaco.com

This week on the Sunlight Tax Podcast, I'm diving into why early tax preparation is a game-changer for the self-employed. From getting your refund faster to enjoying the peace of mind that comes with knowing your taxes are handled, filing early has real, tangible benefits. I'll share practical tips to organize your tax documents without overwhelm and share why my book, Taxes for Humans, and the accompanying workbook are designed to make the tax filing process simpler, clearer, and more approachable. Plus, I walk you through my Instant Relief Bundle, which combines my book, workbook, and extra resources to help you tackle taxes with confidence, reduce stress, and take control of your finances. Whether you're self-employed or just looking for a smarter way to file, this episode gives you actionable strategies to get ahead.   Also mentioned in today's episode:  01:00 The Importance of Early Tax Preparation 03:36 Benefits of Filing Taxes Early 06:51 Practical Tips for Tax Organization 10:22 Introducing the Instant Relief Bundle   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: Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Check out my program, Money Bootcamp Get your free visual guide to tax deductions

What if the financial advice you've been following is actually keeping you from achieving true wealth? In this episode, Sean Dempsey joins Cameron Christiansen and Anthony Faso to share powerful financial strategies that can help you escape the rat race and build sustainable wealth. In his book Financial Cheat Codes, Sean reveals the financial cheat codes the wealthy have used for generations to build passive income, create generational wealth, and avoid the mistakes most people make on their financial journey. He discusses how traditional advice often leads to mediocrity and why many investors unknowingly play the financial game backward. Sean walks through his concept of the "wealth pyramid," where the key to long-term financial success lies in shifting investments from speculative assets to stable, income-producing assets. He emphasizes the importance of a strong foundation, which he believes can be achieved through strategies such as Infinite Banking. Tune in to hear how you can take control of your financial future today by following Sean's cheat codes–no more relying on outdated financial models. Whether you're new to investing or already experienced, this episode has insights to help take your wealth-building strategy to the next level.   Get the book Financial Cheat Codes here: https://financialcheatcodes.net/   In This Episode: - Why are most people playing backwards financially? - The importance of a wealth pyramid for financial success - Why traditional financial advice isn't working - The role of Infinite Banking in long-term wealth - How access to capital enables you to approach opportunities - Building generational wealth with income-producing assets - Why Sean shares his losses (not just the wins) in his book - How Infinite Banking helped Sean recover from his losses - Why most people still follow traditional financial advice - How to get started with financial cheat codes today   Resources: 

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

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  

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