Podcasts about taxes

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

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

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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. 

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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.

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®

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about what seniors should know about this tax season. And, as always, Terry answers all of your financial questions.

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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

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

Nationally syndicated financial columnist and author Terry Savage joins Wendy Snyder, filling in for Lisa Dent, to discuss taxes. She shares how seniors, who may not think they need to file taxes, might be losing out of refunds they are entitled to if they don’t file.

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

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

Episode 146: Are workers' compensation settlements taxable?  Think the IRS will take a big chunk of your workers' comp settlement? Most injured workers are wrong, and you need to know the truth.  Workers' compensation is designed as a benefits system, not a paycheck. That changes everything when it comes to taxes. But there are important exceptions and financial pitfalls many people don't realize, like back wages, child support liens, Social Security offsets, and how settlements should be structured to protect your money.  In this episode, host Carmen Ramirez and attorney Bilal Kassem break down:  Which payments are taxable, temporary vs. permanent disability  Medical treatment & future medical settlements   Back wages, penalties, and financial traps you need to avoid  ️ How to make smart decisions to protect your settlement  Why This Matters: Knowing what's taxable, and what isn't, helps you keep your money, avoid IRS problems, and make the most of your workers' comp benefits.  Don't settle your case until you watch this, it could save you thousands.    Chapters: 0:00 – Intro: Are Workers' Comp Settlements Taxable? 0:45 – Temporary Disability Payments Explained 2:15 – Permanent Disability & Injury Compensation 3:30 – Medical Treatment & Future Medical Payments 4:30 – Back Wages and Tax Implications 5:45 – Penalties, Sanctions & Non-Taxable Benefits 6:30 – Reporting Settlements: What You Need to Know 7:15 – Other Financial Considerations (Child Support, Social Security) 8:30 – How Settlements Can Be Structured to Protect You 9:15 – Key Takeaways & Final Advice   

Our tax system plays favourites, making it complicated and confusing  for taxpayers and businesses alike. Jack Mintz, the country's leading tax policy expert, has some ideas for a fix.

A $5,000 Roth conversion that promises zero taxes sounds tempting but the fine print tells a very different story. In this episode, Mike and Ryan break down a real-world question that raises major red flags in retirement planning. They unpack how certain advisors frame “tax-free” strategies, why bonuses inside financial products can quietly create bigger tax bills, and how time horizons can make or break long-term outcomes. The conversation widens to the realities of today’s financial advice industry, from sales-driven recommendations to the importance of working with someone who can address taxes, income, and planning together. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

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

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

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

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

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

Send a textEpisode 362: In this episode, Jamie and Jennifer Irvine break down everything learned at Heavy Duty Aftermarket Dialogue (HDAD), exploring major industry shifts such as Daimler's move from “e‑commerce” to a broader “digital platform,” heavy investments in facilities and consolidation, and the persistent challenges around cross‑reference data, fitment data, and images. They discuss OEM strategies around tariffs, nearshoring, and diversification, and they highlight candid market sentiment about the freight recession, supplier relationships, and the impact of the FleetPride–TruckPro merger. The conversation also covers insights from industry surveys, the importance of improving supplier communication and training, and the critical upcoming decisions on tariffs and the USMCA that will shape strategic planning for 2026 and beyond. As Jamie notes, “we can't wait anymore,” emphasizing that companies are pushing forward with delayed projects despite uncertainty.Links·         Episode 354 – Tariffs, Taxes and the Trucking IndustrySponsors of this EpisodeThe Hub Corp: Introducing the new standard in wheel-end protection: The Hub Corp's revolutionary XTRACTOR™. The only line of heavy-duty hub caps with a built-in 3-Stage Magnetic Oil Filter that safeguards critical axle components under extreme loads for longer. And with the patent-pending HexThread™ cartridge, the XTRACTOR makes hub oil servicing and inspections faster, easier, and cleaner. The Hub Corp: Challenge The Standard. Visit TheHubCorp.com to learn more and join the waitlist.  Fullbay: Fullbay is built for the heavy-duty world, giving your operation the tools to keep your fleet or independent repair shop running. Features like streamlined scheduling, real-time inventory tracking, technician efficiency insights, and detailed reports are how Fullbay helps shops reduce downtime and keep your vehicles on the road where they belong. Check out Fullbay.com/power to maximize your shop's productivity.GenAlpha: Equip360 by GenAlpha helps manufacturers and distributors grow their parts sales and make life easier for their customers. With real-time insights into inventory, pricing, and order tracking, it keeps customers coming back. Plus, it saves time by automating routine tasks and making repeat purchases simple. Explore Equip360 at GenAlpha.com.Disclaimer: This content and description may contain affiliate links, which means that if you click on one of the product links, The Heavy Duty Parts Report may receive a commission. Follow the podcast to never miss an episode. If you'd like to work with Jamie Irvine directly, you can schedule a meeting with him today.

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

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