Podcasts about taxes

A world of perm possibilities awaits in this first ever live show!Happy Subscriber Summer! All summer long, we'll be giving you a sneak peek of bonus episodes available to SWM+ listeners. Learn more at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Today, this is what's important: Blake's chair incident, I Love Lucy, Adam's Karen story, school pick up / drop off, filming locations, hypothetical situations, Isaac's birthday, Hooters, cruise culture, & more. Click here for more information about the This Is Important Cruise.See omnystudio.com/listener for privacy information.

Most retirees think tax planning ends with knowing their tax bracket, but that's just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemingly smart decisions can trigger hidden taxes, Medicare surcharges, and other costly surprises. Learn how to avoid the traps and make your retirement income work smarter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Todd chats with financial strategist Monica Garcia Duggal about her powerful and practical Financial BITES Method©. Monica breaks down how business owners can master Budgeting, Investing, Taxes, Exit Strategy, and SOPs to create scalable, sustainable growth. Her advice is clear, no-nonsense, and immediately useful—whether you're running a startup or planning your next big move. This episode is a must-listen for anyone looking to simplify their financial systems and make smarter, more confident decisions. Book: The Power of Breath by Monica Duggal Profit First by Mike Michalowicz The Goal by Eliyahu M. Goldratt Pillars of Wealth: 1. Clarity 2. Deep Work 3. Curious Monica Garcia Duggal is a renowned financial expert and billion-dollar business coach with over 30 years of experience blending Wall Street insight with entrepreneurial innovation. With a background in investment banking and a track record of scaling companies across industries, Monica is the creator of the Whole Health Wealth System™ and the Financial BITES Method©—tools that turn financial overwhelm into clarity, strategy, and sustainable growth. Known for her no-nonsense, heart-centered approach, she helps individuals and businesses alike build wealth without sacrificing health, joy, or purpose. If you would like to connect with Monica, you can visit her website www.monicagarciaduggal.com or through LinkedIn or Instagram. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  If you've ever struggled with your money mindset, this conversation with renowned subconscious coach Jim Fortin offers the breakthrough you've been searching for.Jim reveals how our financial reality is not just shaped by external factors, but by our internal identity, programming, and subconscious beliefs. This episode is a must-watch for every spiritual entrepreneur, high performer, or growth-minded individual who feels stuck in a loop of scarcity, self-doubt, or plateaued income.Many people looking to improve their money mindset often search for strategies to earn more, budget better, or hustle harder—but Jim explains why none of these tactics work if your internal beliefs are misaligned. He outlines how deep subconscious transformation is the key to truly reprogram your identity for abundance and lasting financial freedom.This powerful personal development podcast episode answers real, raw questions like:“Why do I keep losing money or falling into the same financial patterns?”“Why do I fear money or feel guilt around wealth?”“What's the deeper root of my money struggles?”“How can I make a spiritual income without selling out?”Jim's insights help you confront these limiting beliefs and provide tools to step into a new identity—one built on self-worth, awareness, and empowerment.00:00 – Intro: Who is Jim Fortin?01:00 – Jim's journey from entrepreneur to subconscious expert03:00 – Who Jim serves: spiritual entrepreneurs, healers, and leaders05:00 – The real reason we suffer and self-sabotage07:30 – Media, fear, and identity-based programming10:00 – How to build financial freedom from the inside out12:00 – The truth about money: identity, not hustle14:30 – Healing your relationship with money17:00 – Escaping fear and embracing subconscious power20:00 – Taxes, corruption & sovereignty of thought22:30 – Final insights & free gift offerTo learn more, visit: https://www.jimfortin.com/#MoneyMindset #JimFortin #FinancialFreedom #SpiritualEntrepreneur #SubconsciousTransformation #IdentityShift #ReprogramYourMind #InnerWealth #PersonalDevelopmentPodcast #HealingMoneyBeliefs #SelfAwareness #EntrepreneurMindset To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

“For everything there is a season, and a time for every matter under heaven…” – Ecclesiastes 3:1God has designed life to unfold in seasons, and with each one comes new challenges, opportunities, and sometimes, new finish lines. Today, Cody Hobelmann joins us to talk about why it's not only okay to adjust your financial finish line—it's often the wise and faithful thing to do.Cody Hobelmann is a Certified Financial Professional (CFP®), a Certified Kingdom Advisor (CKA®), and a Wealth Advisor at Wealth Squared. He and his brother, Kealan, founded the Finish Line Pledge and also co-host the Finish Line Podcast, where they discuss the intersection of faith, generosity, and personal finance.What Is a Financial Finish Line?A financial finish line is simply an answer to the question, How much is enough? It helps us define what we need for our lifestyle so that everything beyond that can be redirected toward building God's Kingdom.There are two kinds of finish lines:Lifestyle (or Spending) Finish Line – The amount needed to fund your personal lifestyle.Accumulation (or Net Worth) Finish Line – The total assets needed to sustain that lifestyle for the rest of your life.These lines aren't rigid—they're tools to help us hold God's money with open hands, growing in both contentment and generosity.However, there's often a lot of pressure to get it exactly right, but what matters more is having a starting point. You'll grow and refine it as your life and faith journey progress.We recommend revisiting your finish line at least annually—or sooner if significant life changes occur, such as a new dependent, a move to a more expensive area, or a shift in health.The Four Buckets of MoneyTo help clients visualize their financial decisions, Cody teaches a simple framework that divides money into four “buckets”:Personal Spending – Covering day-to-day lifestyle costs.Future Planning – Savings and investments for future needs.Taxes – Obligations to the government.Kingdom Giving – Resources designated for generosity.A lifestyle finish line determines what belongs in the first two buckets, freeing the rest for eternal purposes.The Net Worth Finish Line: How Much Is Enough to Save?A net worth finish line is the amount we believe is appropriate to accumulate over a lifetime. The parable deeply informs us of the rich fool in Luke 12—the man who tore down barns to build bigger ones but failed to consider the brevity of life and the weight of eternal priorities.To set a net worth finish line, Cody walks clients through three core considerations:Lifestyle Needs – How much do you need each year?Wealth Transfer Goals – What will you leave to heirs or ministries?Conservative Margin – A buffer for life's unknowns—but not a replacement for trust in God.What Happens When You Cross the Finish Line?If you find yourself exceeding your finish line—accumulating more than necessary—we encourage asking yourself one essential question:“Why am I holding on to these resources in the first place?”God may have given you more not for personal security, but to fund the “good works He prepared in advance for you” (Ephesians 2:10). In that light, generosity becomes more than a response—it becomes a calling.Rather than letting a higher income raise our standard of living, it becomes an opportunity to increase our standard of giving.Not sure where to start? Try setting a finish line for 90 days. Just set a lifestyle finish line for three months and see what you learn.That short-term experiment opens the door to deeper financial freedom, greater contentment, and a stronger sense of purpose.A Finish Line That Leads to WorshipWe also should remember that at the end of the day, it's not just about money—it's about worship. 2 Corinthians 9:8 reminds us:“And God is able to bless you abundantly, so that in all things at all times, having all that you need, you will abound in every good work”To set a financial finish line, we must first recognize that everything belongs to God. It's not about figuring out how much of our money to give to Him—it's about learning to steward His money faithfully.Your finish line isn't a limit—it's an invitation to freedom, joy, and a deeper life of generosity.Want to Learn More?Ready to take the next step? Visit FinishLinePledge.com to access helpful tools, real-life stories, and free resources that will guide you in defining what “enough” looks like in your financial journey.You can also read Cody's full article, “A Spending Finish Line Is Just the Beginning,” in the latest issue of Faithful Steward magazine. To receive the magazine at your doorstep each quarter, become a FaithFi Partner with a monthly gift of $35 or an annual gift of $400. Learn more at FaithFi.com/Give.On Today's Program, Rob Answers Listener Questions:My father-in-law passed away in March. Next week, we have an appointment with Social Security, and we want to ensure we come prepared, along with my mother-in-law, who will turn 65 next year. She wants to take over his Social Security.I heard about a government program that allows you to consolidate your credit card debt and repay it with no interest, but I'm not sure how to access it. My debt is about $25,000.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)The Finish Line PledgeChristian Credit CounselorsWise Women Managing Money: Expert Advice on Debt, Wealth, Budgeting, and More by Miriam Neff and Valerie Neff Hogan, JD. Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Bernie the Butterfly is here to set the record straight about a certain cat and their high-wire act.Start a 7 day FREE trial of Sleep With Me Plus- The ultimate way to listen to show, based on how YOU listen! Get your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

As the Middle-East conflict continues to escalate with missile strikes between Israel and Iran, President Donald Trump weighs U.S. military action against Iran, giving himself a timeline of two weeks to come to a decision. April Ryan and Alex Ward join The Weekend to discuss factors that may weigh in to the president's final decision. Ankush Khardori also joins The Weekend to discuss a federal judge's decision to release Pro-Palestinian activist Mahmoud Khalil from federal custody.

https://caldec.org/ca-dougnut-snapshot/ ... Erika Payne is the founder and president of Patriotic Millionaires. She is a seasoned strategist, an author, and a fearless advocate for economic justice. She's appeared on countless media outlets, always pushing for policies that promote a more stable, prosperous, and equitable nation. https://costoflivingexemption.com/ https://patrioticmillionaires.org/ https://patrioticmillionaires.org/wp-content/uploads/2025/03/The-MONEY-Agenda-America-250.pdf https://decidersmovie.com/ https://livingwage.mit.edu/ https://patrioticmillionaires.org/perspectives/america-needs-our-cost-of-living-tax-cut-act/  

Following weeks of tense negotiations, Florida lawmakers finally agree on a budget and tax plan. The panel also looks at the debate over the future of Tourist Development Tax revenues and how they should be spent. Plus, President Trump signals a shift in focus for his administration's deportation program.

DOWNLOAD the RISK PARITY PORTFOLIO CHEAT SHEET at affordanything.com/riskparity ______________ #618: Frank Vasquez watched his parents, ages 91 and 96, struggle financially in retirement. They were immigrants. His dad was a physician. They raised five kids. They retired in the early 1990's. But by 2009, they ran out of money. When Frank was 45, in 2009, his parents would call asking for money to help make ends meet. This reality hit Frank hard and sparked a decade-long quest to crack the code on sustainable retirement withdrawals. At age 45, Frank set an ambitious goal: retire in his early 50's while still supporting his parents financially. The problem? Most financial experts simply told people to spend less rather than optimize their portfolios for higher withdrawal rates. Frank wasn't satisfied with that answer. You'll hear how Frank discovered that many retirees leave money on the table by holding too much cash or following overly conservative allocation models. Through extensive research, he found a sweet spot for stock allocation that maximizes safe withdrawal rates — something most traditional advisors miss entirely. Frank walks us through his approach to portfolio construction, explaining why he believes in balancing growth and value stocks while keeping bonds limited to US treasuries for recession protection. He breaks down the math behind safe withdrawal rates and reveals why property taxes pose a hidden threat to retirement security as home values climb. You'll learn about risk parity strategies, macro allocation principles, and why diversification across uncorrelated assets creates more stability than traditional 60/40 portfolios. The conversation covers Frank's Golden Ratio Portfolio, a structured approach to asset allocation designed specifically for the retirement drawdown phase. Frank figured out how to fix what went wrong with his parents' retirement. His approach could help you avoid the same mistakes. Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Introduction (01:04) Frank's parents' financial struggles (05:21) Finding a sustainable retirement portfolio (10:19) Learning from market crashes (13:25) Different types of investments (25:10) Building the perfect portfolio (32:25) Frank's real-world example (39:24) Property taxes and retirement goals (44:21) Safe withdrawal rate basics (45:22) How much to put in stocks (51:03) Why bonds matter (54:23) Adding alternative investments (1:00:14) The Golden Ratio Portfolio (1:12:11) Investment strategies for retirement (1:15:44) Taking money out of your portfolio (1:18:31) Taxes on withdrawals (1:21:14) Where to put your investments (1:23:35) Keeping it simple (1:26:07) How much cash to hold (1:28:20) Market timing risks (1:34:38) Giving back in retirement Learn more about your ad choices. Visit podcastchoices.com/adchoices

Did you hear about the guy who tried to pay his taxes with a smile? Unfortunately for him, the IRS still prefers cash.All jokes aside, failing to file your taxes for several years is no small matter—but it's not the end of the road, either. Kevin Cross joins us today with practical steps to help you get back on track.Kevin Cross is a Certified Public Accountant (CPA) who has headed CPA firms in Florida and now Georgia. He has studied the tax code extensively and specializes in representing taxpayers before the Internal Revenue Service (IRS).Start With the Present, Not the PastThe further you fall behind, the more difficult it is to catch up. But rather than beginning with the year you first missed, he recommends filing your most recent return first—say, 2024—and working backward as needed. This shows the IRS that you're attempting to come into compliance, not ignoring your obligations.Falling behind on taxes is more common than most people think. Life events like divorce, disability, job loss, or even the rise of gig work can trigger tax complications. For example, many gig workers receive a 1099 for the first time, try to file using online software, and are shocked to discover they owe thousands. Rather than seek help, they freeze—and the following year's return also goes unfiled.Of course, COVID didn't help as many people have been struggling since then to get back on track.Do You Always Have to File?A common misunderstanding is that you must always file. If you're not going to owe anything, you don't have to file. That includes many senior citizens who live solely on Social Security.However, if you're due a refund, you have up to three years to file and claim it. Miss that window, and the refund is forfeited.Importantly, there's a difference between not filing and not paying. Sometimes you don't know what you owe—or if you owe—until you file.Even if you don't owe taxes on the sale of a primary residence, for example, the IRS won't know that unless you file. If you don't, you might receive a letter saying you owe thousands in capital gains tax—money you could've avoided paying.How to Begin the ProcessIf you're unsure how many years you've missed, a good first step is to request a Wage and Income Transcript from the IRS. This document shows all your reported income—W-2s, 1099s, Social Security, retirement distributions, and more. You can request it through the IRS website by searching for “IRS wage and income transcript.”Even with transcripts in hand, deciphering them can be complicated. That's why we strongly recommend seeking help from a CPA or tax professional familiar with IRS representation. You may not know what to do with what you find. You can find a Certified Kingdom Advisor (CKA) in your area who specializes in tax planning and preparation by going to FaithFi.com and clicking “Find a Professional”. Also, it's helpful to know that the IRS's own handbook, the Internal Revenue Manual, usually requires only the last six years of returns to be filed. That's a helpful limit for those unsure where to begin.The IRS Will Work With YouDon't let fear keep you stuck. The IRS can work with you. Options include payment plans or even an offer in compromise, which may reduce your total tax liability.Filing late taxes doesn't have to be terrifying. With the right help and a step-by-step plan, you can get back on track—and even experience peace of mind. The IRS just wants to see you trying. Start with today, and take it one step at a time.On Today's Program, Rob Answers Listener Questions:I have a TIAA retirement account from my husband's time as an adjunct professor at a local community college. It's a small amount. As I'm 76, I'm required to set aside a certain amount each year. I would like to give this to my son now so that those amounts can stay in the account and start accruing interest. Can I do that?We have a credit card balance of $15,000 with an interest rate of 11%. We try to pay $2,000 a month, but the balance keeps increasing. Part of the reason is that our 29-year-old daughter, who lives and works in London, has a card on our account. We initially gave her the card for emergencies and plane tickets home, but she's using it for other expenses, such as occasional Ubers and travel. We want to pay off this card, but we're making no progress. What can we do?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Kevin Cross (CPA)Internal Revenue Service (IRS.gov)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Host Bill Radke discusses the week’s news with former WA state legislator and founder of Earth Finance, Reuven Carlyle, Washington Policy Center Senior Researcher Paul Guppy and The Needling editor Lex Vaughn. See omnystudio.com/listener for privacy information.

Failing to file your taxes for several years is no small matter—but it’s not the end of the road, either. On the next Faith & Finance Live, CPA Kevin Cross will join Rob West to share some practical steps to help you get back on track if you haven’t filed your taxes according to the government guidelines. Then Rob will tackle your financial questions. So, join us for the next Faith & Finance Live, where biblical wisdom meets today’s finances, weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Taxes - filing married or separately: check your Medicare Rates and ask you CPA.  Loss Ratio: Money received vs claim payouts. Medicare Part D.

We discuss how U.S. policymakers' focus is shifting from trade issues toward tax and spending plans, affecting the economy, inflation, and investment. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

Cuddle up with you pillow as I take a hazy look back at our last two series, what inspired them and how they came together.Happy Subscriber Summer! This is a special release from the SWM Vault. It's been remastered and re-edited, but it might be a little looser than a new episode. If you want access to the full vault, you can join Sleep With Me Plus at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Hi. Today we're looking at U.S. Immigrations and Customs Enforcement (ICE), the agency that Donald Trump is using to do his Mass Deportations Now. We look at where they came from, why they're allowed to wear masks, and the movement to stop them from taking over American cities. https://ground.news/SMN to compare coverage and see through biased coverage. Subscribe for 40% off unlimited access through our link.Hosted by Cody JohnstonExecutive Producer - Katy StollDirected by Will GordhWritten by David Christopher BellProduced by Jonathan HarrisEdited by John ConwayPost-Production Supervisor / Motion Graphics & VFX - John ConwayResearcher - Marco Siler-GonzalesGraphics by Clint DeNiscoHead Writer - David Christopher BellPATREON: https://patreon.com/somemorenewsMERCH: https://shop.somemorenews.comYOUTUBE MEMBERSHIP: https://www.youtube.com/channel/UCvlj0IzjSnNoduQF0l3VGng/joinGo to https://Leesa.com for 25% off mattresses PLUS get an extra $50 off with promo code MORENEWS, exclusive for my listeners.Start your hair growth journey with Nutrafol. For a limited time, Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to https://Nutrafol.com and enter the promo code SMN.For a limited time get 40% off your first box PLUS get a free item in every box for life at https://Hungryroot.com/smn with code smn.You can get 50% off a new SimpliSafe system with professional monitoring and your first month free at https://SimpliSafe.com/morenews (60-day satisfaction guarantee or your money back.)This year, skip breaking a sweat AND breaking the bank. Get this new customer offer and your 3-month Unlimited wireless plan for just 15 bucks a month at https://mintmobile.com/morenews – Upfront payment of $45 required (equivalent to $15/mo.). Limited time new customer offer for first 3 months only. Speeds may slow above 35GB on Unlimited plan. Taxes & fees extra. See MINT MOBILE for details.Pluto TV. Stream now. Pay never.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Andy chats with three different "real" people to discuss how they handled the non-financial/emotional transition from working to retirement, and what they do now to provide a sense of fulfillment, meaning and purpose and in retirementLinks in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart EVS DOMINATE 2025 AMERICAN-MADE INDEX https://evne.ws/4kVbT7S HUAWEI PATENTS HIGH-DENSITY SOLID-STATE BATTERY https://evne.ws/4kFvjxc SENATE GOP DROP FEDERAL EV FEE SCHEME FROM BIG BILL https://evne.ws/43Qbopx SENATE PLAN TARGETS EV “LEASING LOOPHOLE” INCENTIVE https://evne.ws/43QaJV5 CANADA STICKS TO ZERO-EMISSION CAR QUOTAS https://evne.ws/45u0Ihx STELLANTIS MUST STILL MEET CALIFORNIA EV QUOTAS DESPITE RULE ROLLBACK https://evne.ws/45NihJF GLOBAL OIL DEMAND TO PEAK IN 2029 https://evne.ws/3HL41XL “ZERO-MILEAGE” USED CARS DISRUPT CHINA MARKET https://evne.ws/4jYtmeb TESLA TALENT EXODUS COULD ENDANGER FUTURE AUTO OPERATIONS https://evne.ws/3ZCxp8I DODGE CHARGER EV RECALL OVER SILENT ALERT https://evne.ws/4n7WF0D

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ St. Kitts and Nevis is home to the world's oldest citizenship-by-investment program and remains a top choice for those looking to globalize their lifestyle. But is it the right fit for your financial and tax strategy? In this episode, our very own “Tax Terminator,” Javier Correa, breaks down the key elements of the St. Kitts and Nevis tax system. From residency implications to international reporting, we cover what you need to know to make an informed decision before adding this Caribbean citizenship to your portfolio. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this episode should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Trade rumors shut down by Henry. Luis Castillo to Boston fell flat because of taxes? Would've been Casas and Yoshida for him.

Join hosts Casey Hiers and Jarrod Bridgeman as they reveal the surprising reason so many dentists flock to their events: the massive, yet often overlooked, financial and business side of dentistry. Learn how a lack of strategic planning in these crucial areas can cost practitioners millions over their careers. Casey and Jarrod pull back the curtain on their selective process for partnering with dentists, emphasizing the commitment needed to truly transform both practice and personal wealth.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

What's all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there's a lot of noise, but very little that's finalized. Matt walks through the latest version of the Senate proposal, what it could mean for taxpayers, and why the only smart move right now is to stay informed and stay patient. He also highlights a thought-provoking article from The Wall Street Journal that shows how politics are increasingly influencing investment behavior- and not in a good way.   Here's some of what we discuss in this episode:

WWW.ADVENTUREFREAKSSS.COM ================================= How to work with me: =================================

The Chase Sapphire Reserve card jacked up its fee to $795… so we did the aluminum math.Why is Florida winning so many Stanley Cup hockey games?... Lower taxes = More trophies.Roblox stock is up 180% in the last year… because Grow a Garden set a video game record.Plus, the hottest trend across food, fashion, tech, and AI?... Guavas (yes, fruit guavas)$RBLX $JPM $NFLXWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsAbout Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts NEWSLETTER:https://tboypod.com/newsletter SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Our 2nd show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Watch video here.Join Paul Merriman, Chris Pedersen, and Daryl Bahls for a deep dive into questions facing today's investors! In this episode, our team tackles a wide range of topics designed to help you make smarter financial decisions, whether you're a seasoned DIY investor or just getting started.Main Topics Covered:1. Midcap Funds – Are They Necessary? 2:24We break down why midcap funds often get left out of recommended portfolios, the impact of fund overlap, and whether including them really adds value or just complexity.2. Listener Allocation Questions 12:49Hear real-life portfolio allocation questions from our listeners—including how to balance S&P 500, value, and midcap funds. The team discusses the pros and cons of various strategies and how to avoid unnecessary overlap.3. The Risks of Small Cap Growth 19:10Discover why small cap growth funds can be risky, the historical performance data, and why value funds may be a better long-term bet for most investors.4. Hourly Advisors & DIY Investing 22:41Thinking about ditching your advisor and going DIY? We discuss the benefits and challenges of working with hourly advisors, how to find one that supports your strategy, and the importance of sticking with a plan you understand.5. Capital Gains & Taxes 27:45Got questions about selling investments and minimizing taxes? While we don't provide personal tax advice, our experts outline the key considerations and why consulting a tax professional is essential for big moves.6. Financial Freedom Mindset 30:05It's not just about retirement—it's about saving for freedom! Learn how reframing your financial goals can keep you motivated and focused for the long haul.7. Avantis vs. DFA Funds 31:15Curious about the differences between Avantis and DFA ETFs? Chris and Daryl compare these two fund families, explaining how their philosophies align, where they differ, and how to choose the best fit for your portfolio.8. AVGE for Granddaughter? 38:32Paul shares his personal approach to investing for his granddaughter, comparing AVUS, AVUV, and AVGE, and why teaching young investors about asset class behavior can be more valuable than just chasing returns.9. Should You Avoid Growth Funds? 45:53They explain why “growth” funds aren't always what they seem, the pitfalls of chasing expensive stocks, and why a tilt toward value and small cap may offer better long-term results.10. The Rule of 72 – Power of Compounding 52:47Learn how to use the Rule of 72 to teach young investors (and yourself!) the massive impact of compound returns over time. It's a simple math trick that can change your financial future.Daryl references this table- Sound Investing Portfolios 1970-2024- https://tinyurl.com/4xabhke5

Brian takes listeners deep into the heart of Washington's latest fiscal chaos. With a $5 trillion proposed increase to the national debt ceiling and heated debate over lowering the SALT deduction cap from $40,000 to $10,000, Brian calls out the partisan maneuvering and asks the real question: is any of this actually conservative? From a live look at the U.S. debt clock to a breakdown of how tariffs, tax credits, and backdoor tax hikes affect everyday Americans, this episode is part financial analysis, part political reality check. Brian explains how deficit spending, political gamesmanship, and misguided tax policy hit taxpayers from every angle—especially those nearing retirement or trying to build wealth in uncertain markets. He also shares where he sees real investment opportunity right now and why this may be the best market of his 25-year career—for those who know how to read it.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley

Your champagne wishes and caviar dreams will come through as I watch the watercraft and ponder life in the big farm with Robin Leach.Happy Subscriber Summer! All summer long, we'll be giving you a sneak peek of bonus episodes available to SWM+ listeners. Learn more at sleepwithmepodcast.com/plusThis episode was recorded on location in July of 2017, it has city sounds in the background, it is very subtle but things like helicopters and chatter.Get your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

The One Big Beautiful Bill Act is really about one big thing: Taxes. Some conservative economists say it also shows a striking shift in Republican tax policy.

There is the potential for deterring foreign companies from investment in the U.S. due to a provision in Trump's tax bill that could impose steep new taxes on foreign investors. Today's Stocks & Topics: MTZ - MasTec Inc., MU - Micron Technology Inc., Market Wrap, Trump's Tax Bill Could Raise Taxes on Foreign Companies, NEE - NextEra Energy Inc., NUE - Nucor Corp., LMT - Lockheed Martin Corp., SUN - Sunoco L.P., I-R-A Rollover, Rising tensions in the Middle East, ASIX – Advan Six Inc., CHWY - Chewy Inc. Cl A, Unemployment Rate For New Grads.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

HOW BILLIONAIRES AVOID TAXES AND PROBATE WHILE YOU GET SOAKED

Congress is in the middle of a high-stakes budget debate that includes fighting over tax policy and funding for many vital public programs. But what's often missing from that budget debate is a focus on the people these decisions affect, especially kids. Professor Jean Junior explains how tax policy choices made on Capitol Hill directly affect health and well-being, and why taxes can be a powerful tool to improve health outcomes for everyone. Drawing from her experience as a pediatrician, Professor Junior challenges us to see policy choices through the eyes of a doctor by putting people's well-being first. For more on this topic: Read Junior's SSN brief, Tax Policy as a Potential Tool for Reducing Infant Mortality. Check out her study, Association of State-Level Tax Policy and Infant Mortality in the United States, 1996-2019.  

Wondering if you are behind on your retirement plan? You are probably more prepared than you think and these 18 signs are good indicators!

It's easy to get confused when it comes to figuring out what you need to report as income on your tax return.  Today, I'm going over some of the most common ways to receive money as an entrepreneur and talking about what actually counts as income in your business so you can be prepared for your taxes.  Join me in this episode to learn more about determining your total income and how you can make sure you report it correctly to the IRS.   Also mentioned in this episode: 00:00 Understanding Tax Obligations for Self-Employed Individuals 10:36 What Counts as Income: Key Definitions and Examples 16:39 Clarifying Non-Taxable Income: Gifts, Loans, and More If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Get your free visual guide to tax deductions Check out my program, Money Bootcamp

Governor Greg Abbott has just signed a massive $10 billion property tax relief package into law—one of the largest in Texas history. This new legislation aims to deliver significant savings for homeowners, seniors, and small business owners across the state.

Hour 3 of Baskin and Phelps

What if your biggest retirement expense isn’t healthcare—but taxes? In this episode of Empower Your Retirement, Frank and Frankie Guida of A Better Way Financial explore how guaranteed income strategies, tax planning, and risk management can shape a more confident retirement. From real-life case studies to smart annuity options and portfolio adjustments, they break down how to align your financial plan with your lifestyle goals. Whether you're nearing retirement or just starting to plan, this episode offers practical insights to help you think differently about your future. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In this episode, we explore how it works, who it's best suited for, and how it can help reduce long-term tax liability.Unlike tax loss harvesting, which involves selling investments at a loss to offset gains, tax gain harvesting is about intentionally realizing gains when you're in a low or zero percent tax bracket—allowing you to reset your cost basis without triggering federal tax in certain situations.This strategy is most effective in taxable brokerage accounts and is typically not applicable to retirement accounts like IRAs or 401(k)s. It tends to work best in years where your income is lower, such as early retirement or transition periods before drawing Social Security.Even with additional income from dividends or part-time work, many people can still benefit from this approach. However, it's important to consider potential state tax implications as well.We'll break down how tax gain harvesting fits into a broader retirement tax strategy, what makes someone a good candidate, and how to use it thoughtfully as part of your long-term financial plan.- 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 your CPA or attorney 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 endorsements.Participation 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 Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Taxes. Vacations. Tithing.These are just a few hard-to-avoid expenses that leave you with capital permanently leaving you.In this week's episode, Dave and Paul discuss how you can re-capture this lost capital and how it can make a BIG difference even if you're getting back a fraction of what you lost.And the benefits aren't just there for you and your banking system, they're also there for your family and legacy after you graduate.Episode Highlights:0:00 - Introduction1:11 - Episode beginning4:03 - Recent client story10:02 - Capturing big yearly payments19:01 - Interest recapture, thinking “down the road”23:42 - Re-reading Nelson, finding like-minded people28:26 - Syncing windfalls and “known expenses”31:53 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

In this episode, we're joined by financial educator and profit strategist Jamie Trull for a conversation that bridges travel, family, and finance. Jamie shares how her background as a CPA led her to help families and small business owners make smarter financial decisions—and how those choices can open the door to more meaningful (and affordable) travel.We dig into how points and miles fit into a bigger financial strategy, the importance of separating personal and business expenses, and when it might make sense to form an LLC or S-Corp. Jamie also breaks down the often-overlooked tax implications of credit card rewards and offers tips for keeping finances organized to maximize benefits.One highlight? Our chat about teaching kids financial literacy—whether by adding them as authorized users, paying them through a family business, or simply involving them in travel budgeting. Jamie encourages families to create “fun funds” by setting aside a percentage of profits, making room for joy and connection without financial guilt.This episode is packed with practical advice and empowering insights for anyone looking to make their money—and their miles—go further.Submit Your Summer Road Trip Series Story HEREFacebook GroupSponsors For This EpisodeTour Radar MEGA Sale!Find Us On InstagramMary Ellen | JoJamie's ResourcesHire Your Kids MasterclassHidden Profit BookYoutube ChannelInstagramFacebookAffiliate LinksCredit Card Affiliate LinksThe above link includes referrals for almost all travel cards (AMEX, CapitalOne, co-branded cards)If you need Chase links please reach out! We would be happy to send you our personal referral links or the Daily Drop newsletter link that will allow you to access our affiliate links.We receive a small commission when you use our links. This is an amazing way to show your support for the show at no cost to you ❤️

Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Scoots will unwrap an old gingham mystery as he slides into the Gherkin Zone with a dash of chuffed chat.Start a 7 day FREE trial of Sleep With Me Plus- The ultimate way to listen to show, based on how YOU listen! Get your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Ever wonder what the life of a username generator is like? Good, then you can just sleep through this.Happy Subscriber Summer! This is a special release from the SWM Vault. It's been remastered and re-edited, but it might be a little looser than a new episode. If you want access to the full vault, you can join Sleep With Me Plus at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.)MARLEY SPOON - With their 15-Minute Express Recipes and Ready to Heat Meals, Marley Spoon takes the guesswork out of dinner with delicious meals that you can make quickly. Head to MarleySpoon.com/offer/sleep and use code SLEEP for up to 26 free meals! Learn about your ad choices: dovetail.prx.org/ad-choices

Frankie hangs out with Clooney on Como as Scoots lulls you off to dreamland with tales of Agrippa, Paracelsus and natural droning.Happy Subscriber Summer! This is a sleepy read-along that originally aired on Sleep with Me Plus. It brushes up on matters of the Big Farm, science and faith. If you want access to more bonus episodes, join Sleep With Me Plus at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.)MARLEY SPOON - With their 15-Minute Express Recipes and Ready to Heat Meals, Marley Spoon takes the guesswork out of dinner with delicious meals that you can make quickly. Head to MarleySpoon.com/offer/sleep and use code SLEEP for up to 26 free meals! Learn about your ad choices: dovetail.prx.org/ad-choices