Podcasts about taxes

News by the Numbers:- Trump hits 60 Countries with fresh tariffs for “forced labor”- Prices plunge to 5% annualized deflation- Study Claims Data Centers Lower Electricity Prices- New York rents soar after Mamdani “affordability” reforms- 20 Democratic Socialists headed to Congress- Study: 46% of “scientific” papers got the math wrong- IRS: Top 0.1% pays 210 times their “fair share”Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: Abundant MinesMine Bitcoin, Keep the Profits, Reduce your Taxes. We handle Everything.Visit our Sponsor: The Bitcoin WayStep-by-step help with Bitcoin self-custody, upgraded cybersecurity, and Plan B residency.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

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10 Important Tax and Write-Off Reminders for Electrical ContractorsRunning a successful electrical contracting business requires more than performing quality electrical work. Contractors must also understand how business expenses, tax deductions, recordkeeping, vehicles, equipment purchases, employees and estimated tax payments can affect the financial health of their company.In this episode, Paul Abernathy discusses ten important tax and business-expense reminders every electrical contractor should understand. Topics include the difference between spending money and receiving a tax deduction, identifying legitimate business expenses, separating business and personal finances, documenting vehicle mileage, properly categorizing job costs and understanding depreciation on trucks, tools and equipment.The episode also addresses business meals, home-office deductions, the risks of incorrectly classifying employees as subcontractors, and the importance of planning for income taxes, payroll taxes and self-employment taxes throughout the year.Whether you are preparing to start an electrical contracting company or already operating an established business, this episode provides practical guidance to help you improve your records, recognize legitimate deductions and avoid common financial mistakes.Topics covered include:What a business write-off actually saves you.Ordinary and necessary business expenses.Separating business and personal accounts.Vehicle mileage and transportation records.Materials, tools, insurance and operating expenses.Depreciation and major equipment purchases.Business meals and home-office expenses.Employees versus independent contractors.Estimated tax payments and tax planning.Why accurate records are essential during an audit.The goal is not to manufacture deductions or spend money unnecessarily. The goal is to capture every legitimate business expense, maintain the documentation necessary to support it and operate the company in a way that allows you to keep more of the profit you worked hard to earn.For more great podcasts search for "Master The NEC Podcast" on your favorite search engine and enjoy over 1000 eposides dating back many years,This episode provides general educational information and is not individualized legal, accounting or tax advice. Contractors should consult a qualified tax professional regarding their specific business structure, state requirements and financial circumstances.Become a supporter of this podcast: https://www.spreaker.com/podcast/electrify-electrician-podcast--4131858/support.

Richard Epstein turns to Deputy Attorney General Todd Blanche, under fire for signing a document that allegedly exempts the President from IRS scrutiny regarding past and future taxes. Epstein characterizes this as a "scandalous" misuse of public trust and a misapplication of the law. He argues that if the President used his office for private financial benefit, it constitutes an impeachable offense, while Blanche should face potential disbarment. (4)1949 MYRNA DELL AND JOE DIMAGGIO STORK CLUB

Jim McTague reports that in Lancaster County, Republican representatives are introducing legislation that adds red tape and taxes to data centers, contradicting traditional pro-growth principles. While the Democratic-led Lancaster Cityhas embraced a lucrative data center deal, blue-collar "Trump country" boroughs remain fearful of the future. Despite these tensions, the local economy remains "steady" due to a diversified base including agriculture, pharmaceuticals, and senior citizen spending. (6)1890 ERIE PA.

The Hidden Lightness with Jimmy Hinton – Two small-town mayors erase debt without raising taxes by cutting waste, ending costly contracts, and encouraging local business growth. Their bipartisan success contrasts sharply with New York City's spending, showing how disciplined leadership, efficient government, and responsible budgeting can strengthen communities and restore taxpayer confidence...

In this throwback episode of the Group Function Podcast, Alan Mead sits down with two titans of dental podcasting: Dr. Mark Costes and Dr. Paul Etchison!  Together they decode the rapidly evolving world of Dental Service Organizations (DSOs). They break down complex industry jargon like EBITDA, recapitalization, and same-store growth, making it easily digestible for independent practice owners. The trio explores the transition from the initial wave of practice consolidation to the modern, highly discerning private equity landscape. Between dropping heavy business knowledge, they also take a nostalgic detour to reminisce about feral 1970s and 80s childhoods, riding bikes until sundown, and the ultimate debate: Star Wars versus He-Man. Mark and Paul use quite a few terms that you might not be 100% familiar with. I had heard them kicked around, but before the conversation starts, I list a couple definitions that you might find helpful: DSO: Simply put, DSO stands for Dental Service Organization. A DSO is a company that helps administer the business aspects (management, marketing and business administration) of the dental practice. EBITA: EBITA stands for "Earnings Before Interest, Taxes and Amoritization." It is a measure of profitability that a potential investor can use to evaluate a potential company or practice. It's used help make "apples to apples" comparisons between potential investments. EBITA is calculated from financial data reported by a company. Many DSOs valuate dental practices as a multiple of their EBITA. same store growth (or same store sales): a measure of growth used by a DSO to know how well an individual practice within the DSO is doing. A DSO will want to know how well the individual practice is doing vs. the entire DSOs growth. The idea is to invest in a practice that has potential to grow in it's own location separate from its relationship to the whole DSO. Private equity (or PE): a type of investment where investors buy shares of privately-held businesses. Private equity is the money supply that has driven the DSO revolution in dentistry (and many other industries). Private equity money expects a return on their investment much like any investor would.  Recapitalization (aka: recapitalization event): "the second bite at the apple" according to Mark and Paul. Recapitalization is the restructuring of a company's debt and equity mixture, and/or financing. This is usually done to stabilize a company's capital structure. In the context of a DSO, recapitalization might be the sale of a smaller DSO/group to a larger one and/or the buying out of dental owners. Some links from the show: Dental Success Network (Mark's stuff) Dental Practice Heroes (Paul's stuff) Join the Very Dental Facebook Group using one of these passwords: Timmerman, Paul, Bioclear, Hornbrook, Gary, McWethy, Papa Randy, Frank or Lipscomb!  The Very Dental Podcast network is and will remain free to download. If you'd like to support the shows you love at Very Dental then show a little love to the people that support us! We're proud to be supported by the folks at Net32! I'm a big fan of the Bioclear Method! I think you should give it a try and I've got a great offer to help you get on board! Use the exclusive Very Dental Podcast code VERYDENTAL8TON for 15% OFF your total Bioclear purchase, including Core Anterior and Posterior Four day courses, Black Triangle Certification, and all Bioclear products. Crazy Dental has everything you need from cotton rolls to equipment and everything in between and the best prices you'll find anywhere! If you head over to verydentalpodcast.com/crazy and use coupon code "VERYSHIP" you'll get free shipping on your order! Go save yourself some money and support the show all at the same time! The Wonderist Agency is basically a one stop shop for marketing your practice and your brand. From logo redesign to a full service marketing plan, the folks at Wonderist have you covered! Go check them out at verydentalpodcast.com/wonderist! Enova Illumination makes the very best in loupes and headlights, including their new ergonomic angled prism loupes! They also distribute loupe mounted cameras and even the amazing line of Zumax microscopes! If you want to help out the podcast while upping your magnification and headlight game, you need to head over to verydentalpodcast.com/enova to see their whole line of products! CAD-Ray offers the best service on a wide variety of digital scanners, printers, mills and even  their very own browser based design software, Clinux! CAD-Ray has been a huge supporter of the Very Dental Podcast Network and I can tell you that you'll get no better service on everything digital dentistry than the folks from CAD-Ray. Go check them out at verydentalpodcast.com/CADRay!

Your Nebraska Update headlines for today, July 31, include: two Nebraska counties are using gaming and keno revenue to help reduce property tax increases, vacant lot near North Omaha's historic 24th Street corridor will become nonprofit grocery store following community planning meeting, tornadoes continue to strike farther east than traditional Tornado Alley as Midwest experiences another active severe weather season, Western Nebraska Pioneers will fold after this season while Nebraska Outlaws relocate to Colorado, Cake4Kids says rising food insecurity is driving more requests to provide birthday cakes for children in need, Nebraska's higher minimum wage is at center of debate over teen employment.

Please join us at patreon.com/tortosieshack In this episode, UCD's School of Architecture Asst Prof Orla Hegarty, is back to talk housing. We dive into the current state of housing, planning regulations, and urban development in Ireland. Orla explores the race to the bottom in housing standards, deregulation impacts, and the importance and undermining of the democratic planning processes. The Saoradh not Syria podcast is here:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-164958354 Budget 2027, Taxes and a more equal society podcast with Michael Taft is here:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-165240842

Social Security Commissioner and IRS Commissioner Frank Bisignano joins Lisa Boothe for an in-depth conversation about modernizing America's largest government agencies, eliminating fraud, and bringing private-sector innovation to Washington. Drawing on decades of leadership at Citigroup, JPMorgan Chase, First Data, and Fiserv, Bisignano explains why he left the corporate world to serve in the Trump administration, how technology is transforming Social Security, and what Americans should know about the future of Trump Accounts for children.See omnystudio.com/listener for privacy information.

Everyone wants to know how to become financially free, but few people ask what happens after they get there. In this episode, Russ Morgan and Joey Mure reveal why financial freedom is not the finish line. The conversation reveals how Infinite Banking continues to play a role even after one achieves financial freedom.Russ and Joey explain how their banking system acts as a hub for excess cash flow, helping them store capital, manage windfalls, handle lower-income months, and stay prepared for future opportunities.They discuss why financial freedom is not just about replacing income, but about creating a system that protects wealth, preserves flexibility, and allows future generations to benefit from the financial foundation being built today.Top three things you will learn:-Why financially free people should not spend 100% of their passive income-How Infinite Banking continues after reaching financial freedom-How to handle months when passive income falls shortWatch this Video: Income = Premium: Nelson Nash Case Study (Becoming Your Own Banker Page 48) - https://www.youtube.com/watch?v=9o36vkLM3-QMay 2026 Income At-A-Glance: -Gross Income for May: $56,081.00-Total Expenses for May: $20,840.00-Total Net Profit for May: $35,241.00-Difference b/t April & May: ($7,089,00)-% of net profit to overall gross revenue: 63%Disclaimer: 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.

I bought a lake house in Austin and discovered I was paying city taxes even though the city wasn't providing water, sewer, trash collection, or electricity. Julie Drenner helped me legally remove the property from Austin's tax rolls. But that uncovered another problem: the city could still regulate what I build, how I remodel, and how I use the property through its extraterritorial jurisdiction, or ETJ. If you own, develop, or invest in real estate, these overlooked jurisdictional rules can quietly affect your taxes, construction timelines, rental income, and resale value. Julie explains where property owners may be losing control, why cities have little incentive to make these rules easy to understand, and what every investor should investigate before buying or developing their next property.   Watch on YouTube: https://youtu.be/vtxGRN4XDko     Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook

Roth conversions can provide meaningful tax-planning flexibility, but they are not automatically appropriate for every investor. The decision depends on current income, expected future tax rates, required minimum distributions, Medicare considerations, retirement cash flow, and the intended use of inherited assets. Derek Gabrielsen, CRPC® — Senior Wealth Advisor, and Tony Zabiegala, CRPC® — Senior Wealth Advisor, examine the growing role of Roth accounts in retirement planning. Their conversation covers the potential conversion window after leaving the workforce, Roth and traditional workplace contributions, required distributions, catch-up contribution provisions, unused 529 assets, and the differences between leaving heirs a traditional retirement account and a Roth account. The episode emphasizes that Roth planning should be coordinated with an investor's broader tax, income, and estate strategy. The goal is not simply to move more money into a Roth. It is to determine when paying taxes today may create a better long-term result.

Sigh, alas it must be so. Our resigned hosts react to the series win against the Brewers: a dominant game one, a game two that shall not be mentioned, and a head smacking game three. Then, for the third to last time, they discuss the trade deadline asking: should the Giants scratch Robbie Ray event without a trade? Given the Casey Schmitt injury, should they keep Arraez after all? And who would you be most surprised to see traded?On the cocktail side of things, today Ben is drinking a Death & Taxes while Matthew is drinking Squonk's Tears. Recipes below. Death & Taxes1 oz Gin1 oz Blended Scotch Whisky3/4 oz Amaro or Vermouth1/4 oz Benedictine2 dashes Orange bittersCombine the ingredients in a mixing glass with ice and stir to your desired dilution. Strain into a chilled Nick & Nora glass. Squonk's Tears1 1/2 Gin1/2 oz Espadin Mezcal1/4 oz Luxardo Maraschino Liqueur1 oz Lime Juice1/2 oz Simple Syrup4 drops Saline Solution (20% solution)Shake all ingredients with ice and double strain into a chilled coupe glass. Garnish with a lime twist.#doitforwilson

Just when you thought it was safe to expand your budget and return to importing more products and goods from other countries, a change in policy will leave many businesses paying higher taxes to do so. Host Gene Marks says, unfortunately, the cost of this policy change will fall to customers already battling higher prices because of inflation. He offers a few tips for businesses that might help. Employers also are facing employees stuck in job lock – those staying for health insurance coverage despite not liking their job. Gene says there are several ways to approach this, plus he shares news about the latest tech giant sponsoring AI training for small businesses. Listen to the podcast. Topics: 00:00 – Introduction 00:18 – Higher Import Taxes Expected 05:03 – Healthcare Needs Increases Job lock 07:35 – Access AI Training Through ChatGPT 09:50 – Episode Wrap-up Additional Resources Meet Paychex: https://bit.ly/3VtM6bs DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

A Recorded Sermon from Bro Brett Cottrell -- July 26, 2026

Join Jim and Greg for the Wednesday 3 Martini Lunch as they react to Dr. Anthony Fauci invoking the Fifth Amendment to avoid questions about his handling of the Covid pandemic, NYC Mayor Zohran Mamdani publishing the names and addresses of "rich" people he plans to tax, Hawaii's Lt. Gov. getting indicted for Covid-related corruption, and whether Minnesota U.S. Senate candidate Angie Craig asked for an endorsement from a state lawmaker shortly after he was shot last year.First, they discuss Dr. Fauci refusing to testify before Sen. Rand Paul and the Senate Homeland Security and Governmental Affairs Committee, now that he's not covered by President Biden's pardon. Jim explains why this is a really bad look for Fauci and shows how the left is trying to defend Fauci in some ways while distancing itself in others. Greg notes the stunning lack of mainstream media interest in the Fauci diaries.Next, they fume over Mayor Mamdani's decision to release a database listing the names and addresses of everyone his administration sees as eligible for his new "pied-à-terre" tax aimed at owners of second homes above a certain value in the city. Jim explains how reckless this is and why aggressive pushback is needed now.Then, they look at reports of Hawaii Democrat Lt. Gov. Sylvia Luke getting indicted for taking $35,000 in campaign contributions in exchange for steering COVID testing contracts while she was in the state legislature. Finally, they consider allegations that Minnesota Rep. Angie Craig asked State Sen. John Hoffman for an endorsement in her campaign for U.S. Senate while he was still in the ICU after he and his wife were shot last year. Craig denies the accusations.Please visit our great sponsors:OneSkinGet 15% off OneSkin Summer Bundles with promo code 3ML at https://oneskin.co/3mlQuoMoney is on the line. Always say hello with QUO. Try QUO for FREE PLUS get 20% off your first 6 months when you go to https://Quo.com/3MLHomeServeProtect your home through HomeServe.  For 50% less your first year, visit https://HomeServe.com/Martini  for the plan that's right for you. Savings compared to renewal price. Void in Florida.New episodes every weekday. 

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One Fake Tax Credit Created a $96,000 IRS Bill | Gwennetta WrightOne fraudulent fuel tax credit. More than $100,000 in unreported 1099 income. Ignored IRS letters. The result was a $91,000 tax bill plus an additional $5,000 penalty.Tax industry educator and serial entrepreneur Gwennetta Wright joins Kellen Coleman on Diversified Game Podcast to expose the costly tax mistakes employees, gig workers, tax preparers, and small business owners cannot afford to make.In this interview, Gwennetta explains:▪️ Why having no federal taxes withheld from your paycheck can create a major problem▪️ Which business expenses may legally qualify as tax deductions▪️ Why social media tax advice can be dangerously misleading▪️ The difference between a tax preparer, CPA, bookkeeper, tax planner, and tax resolution professional▪️ Why gig workers must report income even without receiving a 1099▪️ How a fraudulent fuel credit contributed to a $96,000 IRS problem▪️ Why ignoring IRS notices can cost taxpayers their appeal rights▪️ Why entrepreneurs need a team to scale and remain in business▪️ How discipline, education, relationships, and community service build lasting successConnect with Gwennetta Wright:Xpert Tax Service: https://www.xperttaxservices.com/Reach 4 Your Dreamz Inc.: https://www.reach4yourdreamz.org/Social Media: @GwennettaWrightBusiness: Xpert Tax ServiceBook: Entrepreneurship The Wright Way: Your Ultimate Guide to Becoming a Successful Entrepreneur Right AwayThis conversation is for educational purposes only and is not individualized tax, accounting, or legal advice. Consult a qualified professional about your specific situation.Learn the mindset and moves that lead to real results. Please visit my website to get more information: http://diversifiedgame.com/

0:00 - Jerry Jones said he's open to trading assets/draft picks for a big acquisition. What is Jerry looking to add? Not to be too blunt, but is Jerry realizing he's running out of time? Can he get them Cowboys back to the Promised Land before he goes?15:55 - Brett says Aaron Gordon is going down a similar path to Blake Griffin in one particular aspect: health.After that, Notre Dame is entering the patch game! They'll display SoFi patches on the front of their jerseys, netting them $18-20 million per year. That's more money per year than the Big 12 is getting from Monster for the naming rights to the conference. College football has always been about the Haves and the Have Nots. It's more evident today than it's ever been.35:35 - Oh, by the way...Death. Taxes. Moser hopping on the Chargers offseason hype train.Oh, by the way...Plaxico Burress recently said that playing for the Jets and going to prison were basically the same. Sheesh!Oh, by the way...we've reached the "Players Not Showing Up to Camp & Holding Out for Bigger Contracts with More Guaranteed Money" part of the NFL calendar.

Tom, Charlie and Aaron talk about Retirement Coordination, and how to mix in taxes, investments and estate planning.

Can New York City reverse its decline before it's too late? In this episode of The Truth with Lisa Boothe, Republican congressional candidate Caroline Shinkle joins Lisa to discuss her campaign to represent Manhattan and why she believes New York is at a turning point. Caroline explains why she entered politics after a successful career in economics, law, and international banking, and lays out her vision for restoring economic growth, public safety, and opportunity in one of America's most influential cities. The conversation covers New York's shrinking tax base, the rise of democratic socialism, concerns over crime and anti-Semitism, the future of business investment, and why Shinkle believes voters have a chance to reject radical policies in the upcoming election.See omnystudio.com/listener for privacy information.

Dan unpicks why the wealth taxes proposed by Gary's Economics will fail.

Schedule a Free Financial Assessment with an experienced professional:https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ymyw-pod-ep592-description-free-assessmentMichael, K & J, and Tracy all need retirement spitballs and Roth conversion plans, but they didn't share one of the most important numbers in retirement planning: how much they actually want to spend. Today on Your Money, Your Wealth® podcast number 592, Joe Anderson, CFP® and Big Al Clopine, CPA reverse-engineer their spitballs to back into what might be the same numbers missing from your own plan. Plus, Sean wants to retire in two years at age 56 with $4.4M without handing half of it to the tax man, and Dallas and Leeloo are wondering if there's such a thing as too much Roth - they're 48 and on track for $1M in theirs. Plus we'll talk about some charitable giving strategies: what's the difference between a DAF and a CRUT?Free Financial Resources in This Episode: https://bit.ly/ymyw-592 (full show notes & episode transcript)9th Annual YMYW Podcast Survey (password ymyw):https://www.surveymonkey.com/r/ymywpodcast2026Is There a Formula for Retirement? - YMYW TV:https://purefinancial.com/ymyw/episodes/is-there-a-formula-for-retirement/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep592-description-tv-s10e09Financial Blueprint (free, self-guided):https://purefinancial.com/financialblueprint/?utm_source=captivate&utm_medium=podcast&utm_campaign=financial-blueprint&utm_content=ymyw-pod-ep592-description-blueprintREQUEST your Retirement Spitball Analysis:https://bit.ly/YMYWaskCDOWNLOAD more free guides:https://bit.ly/YMYWguidesCREAD financial blogs:https://bit.ly/YMYWblogCWATCH educational videos:https://bit.ly/YMYWvidsCSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWnewsletterCConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - The 9th Annual YMYW Podcast Survey is now open!00:44 - Intro: This Week on the YMYW Podcast01:39 - Working Until 70 With $6.5M Saved. Do I Need Roth Conversions? (Michael, Pittsburgh, PA)09:25 - How Aggressively Should We Drain Our $2.6M IRA Before RMDs Hit? (K & J, the Cascades)16:46 - Can I Retire Single at 63 With $1.5M? (Tracy, 63, CA)20:15 - I'm 54, Single, With $4.4M. How Do I Retire at 56 Without Getting Crushed on Taxes? (Sean, Orlando, FL)29:22 - How Much Roth is Too Much? We're 48, Heading for $1M in Roth. Did We Overshoot the Goal? (Dallas & Leeloo, 48, Brooklyn, NY)36:15 - You Said CRTs Must Leave 10% to Charity. Let Me Correct the Record. (DG)38:21 - DAF vs. CRUT: Which Charitable Tool is Better for $1M Company Stock That's Up 237%? (Fish Sean, 54, Winter Springs, FL)44:22 - Outro: Next Week on the YMYW Podcast

Should conservatives abandon their opposition to increasing taxes, or should they retain the long standing policy? Here to argue in the affirmative that they should abandon that is Oren Cass, founder and Chief Economist of American Compass and here arguing against changing course and continuing to oppose tax increases is Grover Norquist, founder and president […]

Gray's Youtube: https://www.youtube.com/channel/UC2NfSPGZ5OFcek6Baw3iQQw SuS Records: https://www.youtube.com/@SusRecordsCEO Jared's Youtube Channel: https://www.youtube.com/@ComicsLeague Jared's Podcast: https://open.spotify.com/show/3jv6I2edZ8lpc02gJEHw3e?si=cb5f48a6f8d84add Stork's Podcast: https://besottedgeek.podbean.com/   YouTube: https://www.youtube.com/@WeirdScienceComics Listen to the Spotlight Podcast by signing up to our Patreon - https://www.patreon.com/weirdscience   0:00:00 - Intro 0:17:48 - Superman #40 0:35:38 - Action Comics #1100 1:09:01 - The Peril of the Brutal Dark: An Ezra Cain Mystery #6 1:43:41 - Detective Comics #1111 2:28:18 - Green Lantern #37 2:51:30 - Flash #35 3:20:01 - Batwoman #5 3:49:38 - New Titans #37 4:41:12 - Next Week's Books     FOLLOW WEIRD SCIENCE COMICS Twitter:  https://twitter.com/WeirdScienceDC  Patreon: https://www.patreon.com/weirdscience DC Comics Review Site: https://bit.ly/WeirdScienceDC Marvel Review Site: https://bit.ly/WeirdScienceMarvel   SUBSCRIBE TO WEIRD SCIENCE COMIC PODCASTS:  DC Comics Podcast iTunes - https://apple.co/47jNeme Spotify - https://spoti.fi/2XzDALI Stitcher - https://bit.ly/45XPtKS   Marvel Comics Podcast iTunes - https://apple.co/3u1xxSh Spotify - https://spoti.fi/3QJFAfe Pandora - https://bit.ly/3Qq5cwd

“One of the most advantageous things that exists in the U.S. tax code is a Roth IRA for a minor.”In this episode of the Sunlight Tax Podcast, I'm discussing the benefits of tax-advantaged savings for children, specifically focusing on a Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of a Roth IRA, and the importance of teaching children about compound interest and financial literacy.This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially.Also mentioned in today's episode:00:32 The concept of tax-advantaged savings for kids01:02 What is a custodial Roth IRA and why it's beneficial01:58 How kids with summer jobs can start investing02:53 Difference between traditional and Roth IRA explained04:18 Advantages of Roth IRA for minors and future tax benefits07:15 Why kids' low income makes Roth IRA especially advantageous08:40 Teaching kids about compound interest and investment growth11:08 Resources for learning about compound interest and investing13:03 Empowering the next generation with financial toolsI hope this 3-part series on investing for your kid(s) helps you understand your options. If you missed the first two, here they are:1. Trump Accounts explainer (if your kid was born in 2025, 2026 or you're planning for one in 2027 or 2028, please get the FREE $1000 you are entitled to)2. 529 Plan vs Trump Accounts (you can use both).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.Episode Links:Roth vs Traditional IRA: Does it even matter?How to fund your IRA: Pay yourself firstCheck out my program, Money BootcampGet my Tax Help on SubstackGet your FREE visual guide to tax deductionsOrder my book: Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe

Leverage the Infinite Banking Concept to invest in passive income, build tax-advantaged wealth, and maximize cash flow on August 12, 2026 (1:00 – 4:00 PM CT). Learn from Anthony Faso & Cameron Christiansen, Dr. Axel Meierhoefer and Adam Kolojejchick-Kotch.

Executive Summary Most people treat tax season as something that happens to them every March, a stack of forms to survive rather than a plan to work. In this episode, Kim Butler and Spencer Shaw make the case that taxes are not a maze to escape but a roadmap to follow, and that the wealthy simply read the map earlier and more often. Drawing on her decades of experience and her friendship with tax experts Tom Wheelwright and Diane Kennedy, Kim breaks down why the language we use around taxes, roadmap versus loophole, planning versus preparation, matters far more than most people realize. The conversation moves from the philosophical to the practical. Kim explains why most CPAs are historians rather than strategists, reporting on a year that has already closed instead of shaping the year still in motion. She draws a clear line between W-2 earners, whose options are limited, and those with 1099 income, real estate, or a business, who have real room to legally reduce what they owe. For W-2 households specifically, she introduces one concrete move: stop paying taxes on emergency and opportunity money sitting in a savings account or CD, and instead let it grow inside a whole life insurance policy at a mutual company, where it stays liquid and untaxed. Listeners walk away with a clearer sense of the difference between what is legal and proactive versus what is risky and reactive, along with a specific, actionable step they can take before the end of the year rather than scrambling in the months after it. Links & Resources Mentioned Prosperity Podcast: https://prosperitythinkers.com/podcasts/ Prosperity Parents: http://prosperityparents.com/ Kim D. H. Butler on YouTube: https://www.youtube.com/@KimDHButler Contact: hello@prosperitythinkers.com Book mentioned: Live Your Life Insurance by Kim Butler (available on Amazon) Keywords financial freedom, tax planning, tax strategy, tax preparation vs tax planning, Prosperity Thinkers, whole life insurance, cash value life insurance, W-2 tax strategies, tax roadmap, Tom Wheelwright, CPA vs tax strategist, emergency fund, opportunity fund, tax-free growth, cash flow, wealth preservation, mutual life insurance company, 1099 income, real estate tax strategy, business owner tax planning Episode Highlights [00:00:00 - 00:01:00] Spencer introduces the episode: what the wealthy know about taxes that most people don't. [00:01:00 - 00:02:00] Kim explains Tom Wheelwright's rule: change your facts to change your taxes. [00:02:00 - 00:04:00] Kim breaks down why "roadmap" is the right word and "loophole" is the wrong one. [00:04:00 - 00:05:00] Kim shares a judge's quote on paying only what you legally owe.  [00:05:00 - 00:06:00] Kim distinguishes tax planning from tax preparation, and why timing changes everything. [00:06:00 - 00:09:00] Kim explains why your CPA may not be your tax strategist.  [00:09:00 - 00:11:00] Kim reveals the one move every W-2 earner can make: untaxed emergency and opportunity money. [00:11:00 - 00:13:00] Kim explains how shifting term insurance into whole life turns an expense into an asset. [00:13:00 - 00:14:00] Kim details how whole life cash value works: withdraw to basis, or borrow against growth. [00:14:00 - 00:15:00] Spencer closes with the standard call to action and next steps.  

Selling a business is one of the largest financial events many entrepreneurs will ever experience... But most owners spend years building their company without spending nearly enough time planning how they'll eventually leave it. Jeremiah and Nic discuss why successful business exits begin long before a purchase offer arrives. They explain why business owners should start planning two to three years before selling, the importance of obtaining a professional business valuation, preparing financial records for buyer due diligence, building enterprise value instead of simply generating income, and coordinating your CPA, attorney, valuation specialist, and financial advisor throughout the process. They also share real client examples that illustrate the dramatic difference between proactive planning and trying to figure everything out after the sale has already occurred. The guys also explore why nearly 92% of small businesses never actually sell, common succession planning mistakes, and why many owners underestimate the value they've spent decades creating. Listeners will hear practical discussions about treating a business as an investment asset, creating retirement income after a liquidity event, and avoiding costly tax mistakes once a large lump sum is received. Jeremiah and Nic cover advanced tax planning strategies, including donor-advised funds, managing large capital gains, charitable giving, and the distinction between ordinary income and capital gains taxation. For business owners and self-employed professionals, the hosts review tax-saving opportunities available through SEP IRAs, SIMPLE IRAs, Solo 401(k)s, Cash Balance Plans, Mega Backdoor Roth strategies, S-Corp elections, bonus depreciation, and other planning ideas that can help reduce taxes while building long-term wealth.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier. Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology.  We discuss: Origins & Optimization: Robert shares his journey in quant finance and explains how Monte Carlo resampling fixes classical Markowitz theory's reliance on "perfect foresight". ETFs, Taxes, & Direct Indexing: Covers New Frontier's early ETF strategist models, comparing ETF efficiency to direct indexing while emphasizing risk management over short-term tax alpha. Crypto, Active Management, & Goals: Highlights targeted active strategies in fixed income, evaluating crypto and gold strictly for diversification, and aligning portfolios with personal client goals.   More on Robert and New Frontier https://www.newfrontieradvisors.com/   Jeffrey Megar, CFA Client Portfolio Solutions | New Frontier Advisors, LLC P (617) 648-3906 | M (617) 939-4526 E jmegar@newfrontieradvisors.com

Sean Strickland is a two-time UFC Middleweight Champion known for his outspoken personality and unconventional path to the top. After overcoming a difficult childhood, he found purpose through MMA and rose to become one of the sport's biggest stars, capturing the middleweight title in 2023 and reclaiming it in 2026. Privacy isn't Paranoia, it's Protection Download Glacier - htps://theglacierapp.com App Store - https://srs.site/glacierapp Shawn Ryan Show Sponsors: Get started with ShipStation today and get sixty days free at https://shipstation.com with code srs. Taxes and fees apply. Shopify: Stop waiting for permission to build something. Your next revenue stream starts free at https://shopify.com/srs Visit https://drinkag1.com/SRS to get a free AG1 Travel Case with 7 free AG1 Travel Packs in your Welcome Kit with your first AG1 subscription order while supplies last. Start your new morning ritual and get up to 43% off your MUDWTR with code SRS at https://mudwtr.com/SRS! #mudwtrpod Sean Strickland Links: X - https://x.com/SStricklandMMA Instagram - https://www.instagram.com/stricklandmma UFC Official Profile - https://www.ufc.com/athlete/sean-strickland Learn more about your ad choices. Visit podcastchoices.com/adchoices

Roundup of the Week's Top Stories in Economics and Freedom1 in 5 College Students are IlliterateMedia to Lose Half Its Audience to AIHalf of Canadian Manufacturers Moving to AmericaWill AI End Inflation?The Economics of Living ForeverRead the article “The Economics of Living Forever" at https://www.profstonge.com/Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: CoinKiteProtect your Bitcoin with an Ultra-Secure Hardware WalletVisit our Sponsor: Abundant MinesMine Bitcoin, Keep the Profits, Reduce your Taxes. We handle Everything.Visit our Sponsor: The Bitcoin WayStep-by-step help with Bitcoin self-custody, upgraded cybersecurity, and Plan B residency.Profstonge WeeklyWeekly articles on economics and freedom and a monthly investment Watch ListDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Even high-earning attorneys can feel financially stuck when taxes, lifestyle creep, and poor planning collide. In this episode, you'll learn how to fix the most common money mistakes lawyers make and build a financial plan that actually supports your life and career.   In this episode, Steve Fretzin and Niraj Chhabra discuss: Taxes as the biggest financial pitfall for attorneys Lifestyle creep and savings habits for high earners Balancing kids' education, family support, and retirement Retirement, deferred compensation, and long-term care planning Unique financial challenges for solo and small-firm lawyers   Key Takeaways: Taxes are often the largest and most overlooked threat to an attorney's long-term wealth, especially when income rises, but tax strategy doesn't evolve. As income increases, spending almost always follows—but savings rarely keep pace unless it's structured and intentional. Funding children's education and big life events is important, but it must be weighed against the very real risk of extending your own working years. Tools like deferred compensation plans, 529s, and properly structured insurance can dramatically improve both tax efficiency and retirement outcomes when used correctly. Solo and small-firm lawyers face unique cash flow and risk issues and need different emergency reserves, retirement structures, and income protection than firm employees.   "You should have three to six months' worth of expenses set aside in cash. If you're a solo, you need 12 to 36..." — Niraj Chhabra   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Join the Be That Lawyer Community and connect with ambitious lawyers who are serious about growing their book of business, strengthening their brand, and becoming confident, consistent rainmakers.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! LEX Reception: https://www.lexreception.com/partners/bethatlawyer Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Niraj Chhabra: Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops.   Connect with Niraj Chhabra:   Website: https://sidebaradvisors.com/ Show: https://sidebaradvisors.com/podcast/ LinkedIn: https://www.linkedin.com/in/nirajchhabra/ LinkedIn: https://www.linkedin.com/company/sidebaradvisors/ Facebook: https://www.facebook.com/SideBarAdvisors/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Marc Cox is joined by Dan Buck, filling in for Kim, for a full show focused on Missouri's upcoming election and the battles over Amendments 4 and 5, St. Louis County Props C and U, outside political spending and election integrity. Hans von Spakovsky discusses non-citizen voter registration and immigration, while Ray Bozarth makes the case for Amendment Four and Dennis Ganahl of Missouri Tax Relief Now breaks down the local propositions. Plus, Dan tackles the rise of homeschooling in the Buck Stops Here, Nicole Murray has the latest business news, and Marc and Dan cover St. Louis crime, water safety, media bias, public education, pet costs and more.

Please join us at patreon.com/tortoiseshack In this Tortoise Shack episode, Prof Richard Murphy joins Tony to discuss the flaws in the UK's tax system, the myths around wealth taxes, and practical solutions for tax reform to address inequality and fund public services. They talk about Piers Morgan quoting Richard to take down Gary Stevenson, and what, if anything, is changing for the UK under the Andy Burnham-led government. This is a deep dive into economic justice and policy reform. Orla Hegarty on the race to the bottom in home building standards:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-164573894 Greg Stoker and Mark Wayne podcast:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-164663697

If you've spent years building your 401(k), you could be heading toward a retirement tax problem you never saw coming. In this episode of Wise Money, we explore whether it makes sense to keep funding a Roth 401(k), switch to pre-tax contributions, or use Roth conversions to reduce future taxes. You'll also learn how tax diversification, IRMAA, required minimum distributions (RMDs), and long-term tax planning can impact your retirement income.  Season 11, Episode 49 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/  or call 574-247-5898.   Watch this episode on YouTube: https://youtu.be/bI72d5qf8Gc  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Michael Uadiale.

Leo joins Drew on the air this week as they talk to callers and answer questions regarding how agricultural zoning affect taxes, moving to a tax friendly state with a MD State pension, MD taxes while one spouse is working remotely in VA for a MD company, and more! Download and enjoy!

House Republicans are pushing a bill aimed at restricting D.C.'s ability to decrease or increase local taxes. D.C. lawmakers are calling it an egregious attack on Home Rule. Council Chair Phil Mendelson joins the show to discuss why not allowing the District to change the tax code could "paralyze" the city. Plus, Kojo and Tom ask him his thoughts on driverless vehicles, potential renovations to Audi Field, and having Elissa Silverman back on the Council.The White House released a report earlier this month accusing the Smithsonian museums of "undermining faith in American institutions." This week, House Republicans followed the Trump administration's lead with a subcommittee hearing focused on sharply questioning the Director of the Smithsonian's National Museum of American History. Virginia Congressman James Walkinshaw defended the Smithsonian throughout the hearing and joins the show to take us behind the scenes. Plus, he weighs in on proposed historic preservation changes that would make it easier for President Trump to remake the District.Maryland communities, like many others around the country, are pushing back on data center development. This week, Montgomery County moved closer to extending its data center permit pause to 18 months, and a Maryland state senator is looking to introduce legislation for a statewide moratorium. But tech companies are now fighting back. WAMU's Maryland reporter Jenny Abamu explains what's at stake.Send us questions and comments for guests: kojo@wamu.orgFollow us on Instagram: instagram.com/wamu885

Puhata ja mängida on suvepuhkusel, kuid otsime seniks huvitavaimad kordussaated! Seekord läheme tagasi aastasse 2020 - õnnis covidi aeg ja meie esimene Eesti mängude kuu, mis sai avatud Leene Künnapiga, kes rääkis Death & Taxesist.  Tavasaated tagasi taas augustis! 

What if the biggest obstacle between you and financial freedom isn't income but how you use your money? Most people think becoming wealthy is about earning more, saving more, or finding the perfect investment. But Nelson Nash challenged that entire way of thinking.In this episode, Russ and Joey begin their deep dive into Becoming Your Own Banker by Nelson Nash, breaking down the foundational principles of controlling your money instead of handing over the banking function to someone else. They explain why becoming your own banker is not simply about buying a life insurance policy, but about creating a system where money remains in motion, allowing individuals to maintain control over their cash flow while still accessing capital for opportunities.Russ and Joey also unpack Nelson Nash's personal journey, including the financial challenges that led him to develop the Infinite Banking Concept and the importance of investing in yourself, creating a spending plan, and building a system that grows over time.Top three things you will learn:-Why understanding how banking works changes the way you build wealth-Why becoming your own banker requires discipline, not just knowledge-How to keep your money working instead of letting it sit idleBuy the Book (Becoming Your Own Banker):

Buckle up, because this briefing tries to cram in a World Series celebration, a Correspondents Dinner preview, tax refund bragging rights, and a Saudi nuclear deal with strings attached, all before lunch. The press secretary walks through record breaking tax refund numbers, a data center ratepayer pledge expanding to cover 80% of American power delivery, and a civil nuclear agreement with Saudi Arabia that comes with one very specific condition tied to the Abraham Accords. Reporters push on China's alleged AI theft, self driving car legislation, a WNBA player facing backlash for a common sense comment, and whether the President's patience with Senate leadership is wearing thin. There's also a New Jersey noncitizen voter rolls controversy, a Save America Act status update, and a quick note on the President's schedule for the week ahead. It's a packed room with a packed rundown, classic White House briefing chaos delivered with a straight face.

Owning an annuity you no longer like does not automatically mean surrendering it is the right decision. Nic has the discussion of how to evaluate an annuity that no longer seems to fit your retirement plan. He walks through the reasons investors become dissatisfied with their contracts, the questions to ask before making a change, and the different options that may be available. Depending on the contract and your circumstances, the answer could be to keep the annuity, wait for surrender charges to expire, take partial withdrawals, complete a 1035 exchange, begin using its income features, or surrender it entirely. Nic also explains why frustration alone is not enough to make the decision. Taxes, surrender penalties, income riders, guarantees, opportunity cost, age, and retirement goals all need to be considered together. Sometimes remaining in an annuity can be costly. In other cases, leaving it may create even more damage. The right answer depends on what you own, why you bought it, and whether it still serves a purpose in your financial plan.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Support the pod and get so much extra content for $5/month at patreon.com/stiffsockspod  Bonus eps also available on Apple Podcasts! https://www.apple.co/socksThe boys spiral from the Taco Bell lettuce diarrhea outbreak into Big Milk, courtroom logic, OJ, AI evidence, gambling ads, Swiss Army knives, Mexico horses, Olive Garden, Red Lobster, Super Size Me, Twix, ice cream trucks, and the search for the next viral candy. They also read Amazon reviews for She Comes First, debate whether they've had more beers or jerks, break down the 6/12/18/24 challenge, answer a hilarious orangutan hypothetical

Your monthly investment statements show what you own, how you've done, and some basic info. But there's so much info NOT included on your statement, and that's what we're diving into today!  Looking for a financial planner?  → PlanWithJesse.com Jesse explains why your quarterly investment statement tells only a fraction of your portfolio's true story, and why investors who stop at account balances and performance figures may be missing some of the most important risks, costs, and planning opportunities hidden beneath the surface. Using the same investigative process he applies when reviewing new client portfolios, he walks through the series of questions he asks—from broad asset allocation and risk-adjusted returns to account-level positioning, tax location, investment philosophy, security selection, concentration risk, overlap, and benchmarking—to uncover the reasoning behind every investment decision. Along the way, he explores how seemingly small details can reveal larger issues, including inconsistent investment philosophies, unnecessary complexity, behavioral mistakes that permanently reduce long-term wealth, and the often-overlooked difference between explicit fees shown on statements and implicit costs like expense ratios, cash sweep drag, bid-ask spreads, and payment for order flow. Jesse also highlights the critical information brokerage statements fail to communicate, including after-tax wealth, unrealized capital gains, estate planning details, beneficiary designations, required minimum distribution considerations, account registration, and operational logistics that become essential during retirement or after a death. He closes by challenging listeners with five diagnostic questions designed to determine whether they truly understand the structure, costs, tax implications, and long-term purpose of their portfolios—or whether their account statements are providing a false sense of confidence. Key Takeaways: • Your brokerage statement shows what you own, but not whether your portfolio is well constructed. • Every unusual portfolio decision deserves the question, "Why?" • Individual holdings often reveal how an investor—or advisor—actually thinks about investing. • The behavior gap—poor decisions made during periods of volatility—can permanently reduce long-term wealth. • Estate planning details, beneficiary designations, and account registration deserve regular review but are often overlooked. • A complete portfolio review requires looking beyond balances and returns to understand costs, taxes, behavior, logistics, and long-term objectives. Key Timestamps: (03:46) – Why? Why? Why? (05:32) – Broad View of Risk and Reward (09:28) – Reasons to Ask Why (15:23) – How to Tell How an Investor Thinks (20:10) – Picking the Right Benchmark (22:52) – The Behavior Gap (26:48) – Look at the Fees (30:09) – Fund Expense Ratios (32:11) – Cash Sweep Drag (33:54) – Bid-Ask Spread (34:51) – Payment for Order Flow (36:23) – Taxes (40:14) – What Else Is Missing from Your Statement? (43:15) – Conclusion: Five Questions to Answer About Your Brokerage Statements Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Episode 133: https://bestinterest.blog/e133/  More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner?  → PlanWithJesse.com  The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

What the Market Is Actually Doing — And What You Should Do About It Crockett Carothers & Michael Hull Most business owners are so focused on revenue that they never stop to look at what's leaking out the other end. In this episode, Michael Hull walks through the tax-advantaged tools that self-employed business owners and entrepreneurs consistently underuse — from SEP IRAs to Solo 401(k)s — and explains how a coordinated strategy between your financial advisor and your CPA can fundamentally change what you keep at the end of the year. If you've never had this conversation with a financial professional, consider this your wake-up call.Find out your Wealth Score:https://wealthycowboywealthscore.netlify.app/See how much wealth you're leaving on the table with your card processing fees:https://cardsfeesforwealth.netlify.app/

Let's be honest... most wedding photographers and filmmakers didn't start their business because they love bookkeeping, spreadsheets, or talking about profit margins.We started because we love creating.But if you want a business that gives you more freedom, more income, and long-term sustainability, you can't afford to ignore your numbers.In this episode of The Level Up Podcast, Taylor sits down with financial strategist Gayla McCray to talk about why understanding your finances isn't about becoming an accountant. It's about building a business that supports the life you actually want to live.Together, they discuss the importance of knowing your true costs, making business decisions based on strategy instead of emotion, and creating financial systems that prepare you for both exciting opportunities and unexpected seasons.They also dive into why comparison can lead you away from your own goals and how defining success on your own terms creates a business that's both profitable and fulfilling.If you've ever wondered if you're charging enough, struggled to understand your numbers, or simply want to feel more confident running the business side of your creative business, this episode is for you.And if you're ready to build a profitable, sustainable wedding photography or filmmaking business, we'd love to help. Learn more about The Luxury Mastermind at thelevelupco.com/mastermind.The next round of The Luxury Mastermind will start in Fall 2026! We are thrilled to welcome you inside our signature 8 week program. Learn more + save your seat here - https://thelevelupco.com/mastermindThis episode was sponsored by VidFlow. Level up your delivery experience at https://vidflow.co/thelevelupcoAnd don't forget to sign up for our free class on marketing to Gen-Z couples on July 29th at 10AM PT. Register here https://thelevelupco.com/genzTimestamps:00:00 - 01:44 | Sponsor Introduction & Podcast Welcome01:44 - 10:19 | Building a Financially Healthy Wedding Business10:19 - 11:03 | Booking the Next Generation of Couples Training11:03 - 18:28 | Money Mindset, Business Vision & Avoiding Comparison18:28 - 22:14 | Understanding Your Numbers & Financial Habits22:14 - 23:40 | Luxury Mastermind Sponsor Break23:40 - 30:32 | Pricing, Profit, Taxes & Creating Financial Stability30:32 - 33:32 | Preparing for Life's Unexpected Seasons & Final AdviceThe next round of The Luxury Mastermind will start in Fall 2026! We are thrilled to welcome you inside our signature 8 week program. Learn more + save your seat here >> https://thelevelupco.com/mastermind

With Tax day behind us and the onslaught of tariffs in the US, Anney and Samantha dig into sexism embedded in the tax code, pink taxes and pink tariffs in this classic episode.See omnystudio.com/listener for privacy information.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Concentrated Stock Positions and why so many pre-retirees and retirees are sitting on a mountain of Appreciated Stock without a plan for it. Whether it came from Company Stock Options at a long-time employer or from riding a big name higher over the past few years, a single stock that grows into half a portfolio changes the entire risk picture heading into retirement. Radon and Murs break down why Stock Diversification matters more now than it did during your working years, and why Capital Gains Taxes are usually the real obstacle keeping people stuck.Listen in to learn about the Tax-Efficient Investing strategies Nick Hyman is using with clients to unwind large positions without triggering an unnecessary tax bill. You'll hear how Tax-Loss Harvesting through Direct Indexing can offset gains, how a Donor-Advised Fund can move highly appreciated shares to charity with zero tax on the gain, and how bracket-aware selling fits into a coordinated Retirement Investment Strategy. If you're building a Retirement Financial Plan and Company Stock Options or one big winning stock are part of the picture, this episode lays out exactly where to start.In this episode, find out:Why holding a large Concentrated Stock Position is a different risk in retirement than it was while you were workingHow Tax-Loss Harvesting and Direct Indexing can help offset gains when you sell Appreciated StockWhy bracket-aware selling, year by year, is central to smart Retirement Tax PlanningHow a Donor-Advised Fund lets charitably inclined retirees give appreciated shares without paying tax on the gainWhy doing nothing about a concentrated position only compounds the problem instead of solving itTweetable Quotes:"When we're working and we have a salary and income coming in, if a stock goes down 20, 30, 40 percent, it's not as big of a deal because there's still income coming in the door." - Murs Tariq"If you just stay in this place of doing nothing, you only are compounding the problem. It's not getting better." - Radon StancilResources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.