Podcasts about wealth strategies

This episode breaks down the rise and fall of Rashia Wilson, known as the “Queen of Tax Fraud.” You'll hear how her story started with survival, grew into a major tax scheme, and shows how fraud develops one small step at a time. We explain the fraud triangle, why people rationalize bad money decisions, and how these same pressures show up for business owners today. You'll also learn the right way to use tax strategy, tax savings, and smart strategies to keep more of what you earn without crossing legal lines. Listen now to understand how fraud happens—and how to protect your business by using the tax code the right way.   Next Steps:

Most people think the tax code is confusing or unfair. In this episode, you'll learn why it's actually a tool designed to help business owners and investors keep more of their money. We break down legal tax strategies the wealthy have used for years, including real estate deductions, cost segregation, bonus depreciation, and smart business write-offs. You'll hear how tax planning, money decisions, and smart strategies can lower your tax bill and help you build long-term wealth. These are real, legal moves—not scams—and they're available to you if you know how the rules work. Listen now to learn how to use the tax code to protect your income and grow your wealth.   Next Steps:

Pay transparency is becoming the law across Canada, and it is reshaping how people job hunt, negotiate, and get paid. Bruce Sellery talks with career coach and Mums at Work founder Allison Venditti about why salary ranges matter, how pay transparency can help close the motherhood-driven gender pay gap, and what employers need to get right as policies roll out. Then Bruce explores AI and personal finance with fintech expert Jason Pereira, from how automation is transforming bank back offices to how smarter client-facing tools could change the way Canadians manage money. Plus, author Nick Wolny joins to discuss Money Proud and what personal finance can look like through a queer lens. To find out more about the guests check out: Allison Venditti: thisismomsatwork.com | Instagram | Facebook Nick Wolny: nickwolny.com | Instagram | X Jason Pereira: Facebook | X | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn

Most parents worry about retirement. The wealthy think bigger. In this episode, we break down how to build true generational wealth for your children using simple, smart strategies that anyone can start. You'll learn how to shape your child's money mindset, use tools like 529 plans, custodial Roth IRAs, and trusts, and make better money decisions that protect your family's future. We also talk about tax strategies that help you keep more, so you can pass more on. This is real-world wealth planning, not theory, and it's built for parents who want their kids to win with money for life. Hit play now and learn how to set your kids up to be truly wealthy, not just “doing fine.”   Next Steps:

The IRS is using new AI tools to scan tax returns faster and find more mistakes. In this episode, you'll learn how the system picks who gets audited and what red flags business owners need to avoid. We break down simple steps to keep your tax strategy safe, legal, and ready for any audit. You'll hear how good records, smart strategies, and clear tax planning can protect your business and your peace of mind. This episode is packed with practical finance advice and tax tips that help you keep more of your money. If you want stronger tax savings and a plan you can trust, this one matters. Listen now and learn how to stay ahead of the IRS.   Next Steps:

Today, Jason invite his listeners to the upcoming Empowered Investor Live conference scheduled for May in Irvine, California. He emphasizes a shift toward more personalized content, focusing on specialized real estate strategies like co-living and home equity investments. A primary theme of the episode is the critical importance of data standardization and mastering real estate mathematics to evaluate property performance accurately. To assist with this, Jason strongly advocates for using Property Tracker, a software tool designed to create one-year financial projections and analyze how variables like inflation affect debt. Ultimately, Jason aims to empower investors to become their own best advisors by utilizing free analytical tools and attending educational networking events. #EmpoweredInvestorLive #PropertyTracker #RealEstateMath #InflationInducedDebtDestruction #DebtDestruction #IrvineCA #CoLiving #HomeEquityInvestments #DataStandardization #BeYourOwnAdvisor #IcebergEffect #OneYearProjection #NationwideInvesting #RealEstateInvesting #DataBenchmarking #EmpoweredInvestor #WealthCreation #InvestmentSoftware #FinancialFreedom #InvestmentProforma   Key Takeaways: Jason's intro 0:00 Robert Herjavec: "If you were down to your million..." 2:30 Get the early bird rates at https://empoweredinvestorlive.com/ 4:45 Understand the math. Go to https://propertytracker.com/ and get a FREE account today! Jason's Mastermind presentation 9:29 A few things... 13:14 National payment-to-income ratio 15:11 Number of mortgages by interest rate 21:34 US existing home sales 23:12 I.D.E.AL. and Income investment strength vs. inflation 27:52 Analyze RE deals with a FREE account https://propertytracker.com/ 29:01 Commandment #3 32:05 Comparing assets       Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

In this episode, we walk through 28 real tax strategies that help business owners keep more of their money. You'll learn how to use startup costs, home office deductions, vehicle write-offs, hiring your kids, retirement plans, and more to lower your tax bill. We break down what counts as an ordinary and necessary expense and how to track your deductions the right way. You'll also hear why many CPAs focus only on filing, not planning, and how tax planning and smart strategies can change your money decisions for good. If you're tired of big tax bills and vague answers, this episode gives you clear, simple finance advice you can actually use right away.   Next Steps:

In this episode, David Mandell speaks with Teri Yates, founder and CEO of Accountable Physician Advisors, about the realities of building, sustaining, and scaling independent medical practices. Drawing from her background in healthcare administration and consulting, Teri explains why private practice remains viable—and necessary—despite increasing consolidation in healthcare. She emphasizes that autonomy, not just income, is often the driving force behind physicians choosing independence. A central theme of the conversation is disciplined decision-making. Teri outlines why financial feasibility studies are essential before launching a practice and shares that more than half of such studies result in physicians deciding not to move forward. This intentional filtering, she explains, protects physicians from undercapitalization, unrealistic expectations, and long-term financial strain. The discussion also explores operational excellence in established practices, including revenue cycle management, staffing challenges, and leadership responsibilities. Teri underscores the importance of investing in the right people, using data to drive decisions, and creating workplace cultures that attract and retain high-performing employees. She concludes with an optimistic outlook on the future of private practice, citing efficiency, physician satisfaction, and patient access as key reasons it will continue to play a vital role in healthcare. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

This episode breaks down how business owners can save big by using the right vehicle tax strategies. You'll learn the difference between the standard mileage method and the actual expense method, and why one can save you far more in taxes. We talk about the 6,000-pound rule, bonus depreciation, Section 179, and how heavy vehicles can create huge tax deductions when used for business. You'll also hear real examples of owners who saved thousands and learn how to avoid mistakes like bad documentation or timing. If you're buying a vehicle soon or using one for business, these tax strategies can help you keep more of your money and avoid IRS problems.   Next Steps:

Thank you for joining us. If you'd like to know more about us or for online giving go to newcovenantpa.org #refreshing #palmyrapa #hershey #wealth #strategies #increase #covenant

Thank you for joining us. If you'd like to know more about us or for online giving go to newcovenantpa.org #refreshing #palmyrapa #hershey #wealth #strategies #increase #covenant

This episode is about what happens when February hits and the excitement of January fades. You'll hear how to look honestly at what worked last year, what needs to change, and how to step into 2026 with confidence. We talk about the mindset of entrepreneurs, why discomfort is part of growth, and how building a strong team can change your business. You'll hear real lessons from writing a book, launching new projects, and learning in public. This episode encourages you to keep going, trust yourself, and remember that growth comes from action—not waiting to feel ready. If you want clarity, confidence, and better money decisions this year, this is the pep talk you need.   Next Steps:

This episode explains the real truth about IRS audits and what business owners should expect in 2026. You'll learn what actually triggers an audit, why Schedule C filers face the highest risk, and how simple tax planning steps can protect you. We walk through the importance of clean bookkeeping, formal business entities, and documenting your deductions so you're ready if the IRS ever asks questions. You'll also learn how late S elections work and how they can save you money even after the deadline. This episode gives you the confidence and tax planning tools you need to stay protected and keep more of what you earn.   Next Steps:

This episode breaks down the five core tax strategies every business owner should use in 2026. You'll learn how the right business structure, paying your kids, retirement planning, clean bookkeeping, and smart investments can cut your tax bill and help you build long-term wealth. We walk through simple examples that show how real owners save thousands with tax planning instead of waiting for tax season. You'll understand how tax laws have changed, what deductions you may be missing, and how to make better money decisions all year long. If you want tax savings that actually matter, this episode gives you the foundation to keep more of what you earn.   Next Steps:

In this episode, we answer the most common money questions business owners ask. You'll learn how K-1 forms work, how to handle health insurance, and what capital gains and depreciation recapture really mean. We also cover sales tax problems, business bank accounts, and why keeping your money separate matters. You'll hear simple tax tips and smart strategies to avoid surprise tax bills and protect your business. This episode helps you make better money decisions and gives you clear business finance advice you can use today. Stick around to learn how to keep more of what you earn.   Next Steps:

This episode reveals the major CPA shortage happening right now and why it matters for business owners. You'll learn why so many CPAs are retiring, why new graduates are leaving the profession, and how this creates real problems for anyone who relies on basic tax prep. We talk about the difference between compliance and tax planning, and why tax savings come from strategy—not old-school accounting. You'll hear real stories of business owners who saved tens of thousands once they stopped relying on outdated firms. This episode shows you what to look for in a tax partner and why getting help now can protect your business and your money. Listen to learn how to keep more of what you earn before it's too late.   Next Steps:

In Part 2 of the conversation with Dr. Peter Staats, the discussion expands beyond clinical medicine into leadership, advocacy, entrepreneurship, and the business realities shaping modern healthcare. Dr. Staats reflects on his extensive involvement in professional medical societies, explaining how each organization served a different mission—from physician advocacy and scientific advancement to global education and charitable efforts aimed at improving standards of pain care worldwide. The episode also explores Dr. Staats' entrepreneurial journey, including the founding of electroCore and his work in non-invasive vagus nerve stimulation. He candidly describes the challenges of bringing innovation to market, particularly the long and often frustrating path from FDA approval to insurance reimbursement. His experience highlights the significant risks, persistence, and strategic partnerships required to translate medical innovation into widely accessible patient care. Finally, Dr. Staats shares lessons from building and scaling large physician practices, navigating mergers and private equity, and balancing clinical integrity with executive decision-making. He concludes with guidance for younger physicians, emphasizing that long-term success comes from maintaining patient-centered values, protecting one's integrity, and approaching business opportunities thoughtfully rather than chasing short-term financial gain. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

This episode breaks down why so many women entrepreneurs are walking away from old CPA relationships and finally getting the tax savings they deserve. You'll learn the three toxic traits that hold business owners back: gaslighting, poor communication, and bad tax advice. We talk about why these issues cost real money and how the right tax strategies can change everything. You'll also hear stories from women who made the switch and saved thousands by choosing a partner who listens and gives real finance advice. If you want more confidence, better tax planning, and real control over your money decisions, this episode shows you what's possible. Listen now to see how much you could be keeping.   Next Steps:

This episode teaches you how to move beyond basic bookkeeping and start thinking like a CFO. You'll learn the difference between bookkeeping, accounting, and real financial strategy—and why strategy is what actually drives growth. We cover smart strategies, business finance habits, and money decisions that help you set goals, track KPIs, and plan for the future. You'll also learn how budgeting, forecasting, and weekly numbers reviews give you clarity and control. You don't need a full-time CFO to use these tools. You just need to be intentional and willing to lead. Listen now so you can make smarter decisions, grow faster, and keep more of what you earn.   Next Steps:

This episode breaks down cash flow in a simple way so you can finally understand where your money is going and why it matters. You'll learn why a business can be profitable on paper but still struggle to pay bills, and how to use smart strategies to track and protect your cash. We walk through common cash flow killers, money decisions that hurt your business, and easy systems that help you stay in control. You'll also learn how to forecast your cash, plan for slow seasons, and build a reserve so you can make confident choices. This is real finance advice for business owners who want to keep more of what they earn. Listen now so you can get clear, stay ahead, and run your business with confidence.   Next Steps:

This episode teaches you the core money skills every business owner needs to stay profitable and confident. You'll learn how to read your profit and loss, balance sheet, and cash flow statement in a simple, clear way. We break down what each report means, how they work together, and how they guide smart strategies and stronger money decisions. You'll see why avoiding your numbers leads to stress, debt, and missed opportunities—and how a few monthly habits can give you real control. This is the foundation of strong business finance and the first step to keeping more of what you earn. Listen now so you can understand your numbers and start leading like a true CEO.   Next Steps:

This episode clears up the confusion around trusts and taxes. You'll learn when a trust can save you money, when it can't, and how different trusts are taxed. We break down revocable and irrevocable trusts, explain grantor vs. non-grantor rules, and show how the wrong setup can lead to higher taxes. You'll also hear why the new estate tax limits for twenty twenty-six create a rare chance to use smart strategies and protect your family from future tax hikes. This is simple, clear finance advice that helps you make better money decisions and avoid costly mistakes. Listen now so you can keep more of your wealth and avoid surprises later.   Next Steps:

This episode breaks down the advanced trust tools wealthy families use to protect their money, their values, and their loved ones. You'll learn how dynasty trusts help wealth last for generations, how special needs trusts support vulnerable family members, and how spendthrift rules keep inheritances safe from divorce, lawsuits, and bad decisions. We explain these ideas in simple language and tie them to real money decisions, smart strategies, and long-term wealth planning. You'll see how these trusts work from a tax angle and why you need both a tax pro and an estate attorney to set them up the right way. Listen now so you can protect your legacy and keep more of what you've built.   Next Steps:

This episode explains how trusts and LLCs protect your real estate, your business, and your family. You'll learn how a land trust keeps your name off public records, how an LLC adds liability protection, and how a living trust helps your assets avoid probate. We walk through real examples and show how these tools support smart strategies, wealth planning, and better money decisions. You'll see how simple changes can keep your property safe, make lawsuits less risky, and create a smooth plan for your heirs. These steps are tax-neutral, but they are powerful for privacy and protection. Listen now so you can protect what you've built and keep more of your wealth.   Next Steps:

Ready to turn small actions into massive results for your dental practice and your wealth? In this high-impact episode of The Dental Wealth Nation Show, host Tim McNeely—Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Exit Planning Advisor (CEPA)—welcomes Joe Lynch of Dandy to break down how “walking the floor” in your practice is the overlooked leadership move that could scale your business, drive up your financial freedom, and help engineer the ultimate exit. Join Tim McNeely and Joe as they cut through the noise and reveal why operational empathy is the foundation for operational excellence in modern dental practices. Discover real strategies to help you: Spot and close the operational blind spots that hold back patient outcomes, team morale, profitability, and practice value. Implement “walking the floor”—learning how simple conversations and attention to overlooked workflows reveal your highest-impact levers for growth and efficiency. Understand how to build, scale, and automate winning systems that prepare your practice for a successful exit, attract top talent, and boost case acceptance and retention. Adopt actionable tips for digital transformation, workflow streamlining, and leveraging data beyond the dashboard. Learn how simple mindset shifts and operational empathy can compound over time—accelerating your path to financial freedom and a life of significance. With trusted guidance from Tim McNeely, a nationally recognized advisor to entrepreneurial dentists, you'll get the no-nonsense, gritty, heart-centered advice needed to leap past survival, and start thriving. Get tangible takeaways and inspiring examples you can implement in your practice tomorrow. This episode is essential listening for dental entrepreneurs and practice owners hungry for Dental Wealth wisdom, strategic Exit Planning, Tax Mitigation tactics, Business Growth acceleration, and premium Wealth Strategies for Dentists.

Ready to move your dental practice from chaos to calm—and finally claim the wealth, freedom, and fulfillment you deserve? In this episode of The Dental Wealth Nation Show, host Tim McNeely—Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Exit Planning Advisor (CEPA)—unpacks the secrets to designing a thriving dental career with special guest Dr. Mark Davis, a seasoned entrepreneur who's owned 16 practices and mastered the art of building a life and business he actually loves. If you've ever felt overwhelmed by the daily grind, trapped by perfectionism, or stuck reacting to endless fires, this powerful conversation is for you. Discover the ground-breaking Good Day Framework, practical time management strategies, and the mindset shifts that transform stress into streamlined success. Dr. Mark Davis shares real-world stories, tools for clarity over chaos, and hard-won wisdom gained from years in the trenches—plus actionable tips for restoring energy, empowering your team, and delivering radically better patient care. Tim McNeely's financial expertise for dentists brings you proven wealth strategies for business growth, tax mitigation, and profitable exit planning. This episode will help you: Simplify your practice and amplify what matters most Shift from reaction to intentional response, even when the day unravels Build true financial freedom and future-proof your career Learn what separates resilient, fulfilled dentists from burned-out survivors Implement practical wealth-building and retirement planning tips tailored for dental entrepreneurs Whether you're scaling up, planning your exit, or simply hungry for more impact and joy, you'll walk away inspired, equipped, and empowered to take bold action—starting today. Dental Wealth. Exit Planning. Financial Freedom. Business Growth. Wealth Strategies for Dentists. Tax Mitigation. Retirement Planning. Don't just survive—thrive! Subscribe, share, and book your strategy session with Tim McNeely at [Insert Website] to unlock deeper insights, personalized wealth acceleration, and unstoppable momentum. Follow @TimMcNeely for high-impact tips and the latest breakthroughs in dental business success. Stop letting chaos drain your energy. Start building a simple, elegant, and profitable practice—on your own terms. Press play and join the Dental Wealth Nation today!

From Burnout to Prime: Reclaim Your Dental Practice and Wealth with Melinda Hereford | The Dental Wealth Nation Show Are you a driven dental entrepreneur feeling stuck between daily burnout and the thriving practice you know is possible? This episode of The Dental Wealth Nation Show with Tim McNeely is your wake-up call—a masterclass in turning frustration into freedom and building a dental practice (and life) you genuinely love. Join host Tim McNeely—CFP, CIMA, CEPA, and renowned dental wealth strategist—as he sits down with dental practice management expert Melinda Hereford to break down the real reasons successful dentists get stuck in survival mode. Discover why chasing more production or simply slashing expenses isn't the answer—and how the right combination of mindset, systems, and team alignment unlocks your path to lasting wealth and total fulfillment. In this powerhouse episode, you'll learn: Why true financial freedom for dentists goes far beyond bigger profits and busy work The root causes of dental burnout—and proven strategies to regain clarity, energy, and joy at work The “Wildly Important Goal” (WIG) framework: how to set one high-impact target for your practice and mobilize your entire team around it How to implement Most Important Tasks (MITs) for yourself and your staff to drive lasting change—without the pain of micromanagement Ways to leverage simple business dashboards and accountability rhythms to ensure your plans stick (and your profits soar) How engaging your team and focusing on the right goals transforms not just your numbers, but your everyday experience as a leader Tax mitigation, cash flow mastery, and retirement planning essentials—uniquely built for entrepreneurial dentists With decades of experience helping dental practice owners scale smarter, exit wealthier, and thrive with less stress, Tim McNeely brings no-nonsense, actionable strategies and a heart for every dentist looking to build true, lasting wealth. Ready to finally stop treading water and start thriving? Subscribe now for hard-hitting, heart-centered advice on Dental Wealth, Exit Planning, Business Growth, Financial Freedom, Tax Mitigation, Wealth Strategies for Dentists, and more. Take the next step:

This episode explains how trusts really work and why they matter for business owners and families who want to protect their money. You'll learn the difference between revocable and irrevocable trusts, what each one is used for, and how they affect taxes and control. We keep it simple and show how trusts can support wealth planning, smart strategies, and better money decisions. Many people think trusts are only for the rich, but that's not true. They can help avoid probate, protect your assets, and make sure your money goes where you want it to. You'll also hear why choosing the wrong trust can backfire and why you need both a tax pro and an estate attorney to get it right. Listen now so you can protect what you've built and keep more of your wealth.   Next Steps:

This episode teaches you how to read your financial statements so you can run your business with confidence. You'll learn how the profit and loss, balance sheet, and cash flow statement work together to show the real health of your business. We cover simple finance advice, smart strategies, and the money decisions that matter most in twenty twenty-six. You'll see how to track key numbers like profit margins, cash flow, receivables, and your own pay. These numbers help you make better choices, avoid surprises, and keep more of your money. Understanding your financials isn't just for tax planning—it's the heart of strong business finance. Listen now so you can finally feel clear, confident, and in control of your money.   Next Steps:

This episode shows you how the IRS can help pay for your next trip. You'll learn simple tax strategies that turn normal travel into legal business deductions. We explain how to plan your trip, add a clear business purpose, and use smart strategies to document everything the right way. You'll see how small money decisions can turn flights, hotels, and meals into real tax savings. We also talk about why many CPAs say “no” when the tax code actually says “yes.” This is clear finance advice you can use right away to keep more money in your business. Don't miss the chance to learn money hacks that can cut your travel costs fast.   Next Steps:

This episode breaks down the real way business owners should pay themselves. Most people are doing it wrong, and it's costing them money they don't need to lose. You'll learn the difference between an owner's draw, a salary, and a distribution, and why choosing the wrong one can create tax problems. We talk about tax planning, smart strategies, and simple money decisions that help you keep more of what you earn. You'll also hear why mixing your business and personal accounts is risky and how to fix it fast. These tips give you clear finance advice you can use today, even if your CPA never explained this. If you want to avoid tax headaches and protect your business, this episode is for you. Listen now so you don't keep giving away money you could be keeping.   Next Steps:

Welcome to the ThrivetimeShow.com Cleaning Business Podcast Series. During this 100 episode business coach podcast series Clay Clark teaches how you can achieve success in automotive repair, carpet cleaning, dog training, grooming, home building, home cleaning, home remodeling, manufacturing, medical, online sales, podcasting, photography, signage, skin care, and other industries. #CleaningBusinessPodcast   Where You Find Thousands of Clay Clark Client Success Stories?  https://www.thrivetimeshow.com/testimonials/    Breaking Down the 1,462% Growth of Stephanie Pipkin with Clay Clark: An EOFire Classic from 2022 - https://www.eofire.com/podcast/clayclark8/    Who is Clay Clark?  Clay Clark is the co-founder of five kids, the host of the 6X iTunes chart-topping ThrivetimeShow.com Podcast, the 2007 Oklahoma SBA Entrepreneur of the Year, the 2002 Tulsa Metro Chamber of Commerce Young Entrepreneur of the Year, an Amazon best-selling author, a singer / song-writer and the founder of several multi-million dollar businesses.  https://www.forbes.com/councils/forbescoachescouncil/people/clayclark/    Where Can You Learn More About Clay Clark? https://www.thrivetimeshow.com/need-business-coach/#coaching-about-founders    Where Can You Read Clay Clark's 40+ Books? https://www.amazon.com/stores/Clay-Clark/author/B004M6F5T4?ref=sr_ntt_srch_lnk_1&qid=1767189818&sr=8-1&shoppingPortalEnabled=true    Where Can You Discover Clay Clark's Songs & Original Music?  https://open.spotify.com/album/2ZdE8VDS6PYQgdilQ1vWTP?si=Am65WUlIQba4OLbinBYo1g

This episode breaks down why most New Year's resolutions fail and why real change starts with your money mindset. You'll learn how old stories about money can shape your choices, hold back your income, and create stress in your business. Many women entrepreneurs carry beliefs they never chose, and those beliefs can lead to fear, guilt, or undercharging. You'll hear simple examples of how these thoughts show up in daily money decisions and how you can start to shift them. We talk about money mindset, tax strategy, and smart strategies that help you build confidence and support long-term success. If you want to grow your business, reduce stress, and make better choices with money, this episode gives you the tools to start fresh—without another resolution. Listen now and learn how to rewrite your money story today.   Next Steps:

Dr. David Koronkiewicz, a retired orthopedic surgeon and current leader in healthcare quality, safety, and risk management, joins the podcast to discuss two major issues affecting physicians today: the peer review system and workplace violence in healthcare. Drawing from more than 30 years in clinical practice and extensive experience in administrative leadership, he offers a rare, multidimensional perspective on how internal hospital processes can deeply impact a physician's career, finances, and long‑term wellbeing. Koronkiewicz explains how peer review—originally intended to ensure quality care—can be weaponized for political or competitive reasons. Sham peer review cases can lead to devastating outcomes including damaged reputations, loss of privileges, reporting to the National Practitioner Data Bank, and severe financial fallout. He highlights the importance of understanding hospital bylaws, due process, legal protections, and obtaining proper insurance coverage to safeguard against these risks. The conversation then shifts to violence and bullying in healthcare environments. Koronkiewicz shares eye‑opening statistics about the rise in aggression toward healthcare workers, particularly post‑COVID. He emphasizes how hierarchical culture, burnout, sexual harassment, and lateral bullying all contribute to worsening morale, poorer patient outcomes, and increased turnover. He concludes by offering practical advice for early‑career physicians: stay informed, protect yourself, document everything, uphold professionalism, and never assume the system alone will keep you safe. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Most business owners think taxes are scary, confusing, and out of their control. This episode flips that idea. You'll learn why 99.5% of the tax code is actually written to help you save money, not take it. We talk about smart strategies that most CPAs never mention, real tax tips you can use right away, and the mindset shifts that help you make better money decisions. You'll also hear how women and other entrepreneurs are often ignored or talked down to—and how that stops today. This episode gives simple steps that help you keep more of what you earn, cut tax waste, and build long-term wealth planning. If you're ready to get clear, feel confident, and finally use the rules in your favor, hit play. There's real money on the table.   Next Steps:

This episode breaks down the new tax rules that let business owners write off more than ever before. You'll learn how 100% bonus depreciation works, how to use simple tax strategies, and why smart tax planning helps you keep more money in your business. We walk through vehicles, equipment, buildings, and upgrades you can deduct in year one. You'll hear real examples of owners saving big with tax savings and finance advice they never got from their CPA. Everything is explained in clear, easy steps so you know what to do next. If you want to keep more of what you earn and make better money decisions, this episode shows you how. Listen now so you don't miss the biggest tax opportunity in years.   Next Steps:

Most people think giving to charity is just a nice thing to do. But the wealthy use giving as a smart tax strategy that helps them save more money and build long-term wealth. In this episode, you'll learn how donor-advised funds, private foundations, and charitable remainder trusts work—and how they can help you get big tax deductions, avoid capital gains tax, and even create income for your future. We break these tools down in simple steps so you can see how they fit your goals. Whether you want to lower your tax bill, support causes you care about, or build a lasting legacy, these strategies can help. You don't need to be rich to start using them. Listen now so you can learn the same tax strategies the wealthy use to keep more of their money.   Next Steps:

Depreciation is a great tax deduction, but most business owners don't know it can create a big surprise tax bill later. In this episode, you'll learn what depreciation recapture is, why it happens, and how it can take a big chunk of your profit when you sell property or equipment. We break down how the IRS taxes different types of assets, how cost segregation affects recapture, and simple tax planning steps that help you stay ahead.   You'll also hear real stories from business owners who faced huge recapture bills—and how smart planning helped them keep more money. This episode gives clear tax strategies and business finance guidance so you can make better money decisions.   Listen now so you don't get hit with a tax bill you didn't see coming.   Next Steps:

The IRS is getting tougher, and audits are rising. But most business owners don't understand what the IRS looks for, what real tax fraud is, or how to protect themselves. In this episode, you'll learn the clear difference between a simple mistake and intentional fraud. You'll also hear how the new 2026 tax rules will bring more audits, more tracking, and more pressure for anyone who isn't organized.   We walk through common traps, easy ways to stay compliant, and smart strategies that help you make better money decisions. You'll learn why tax planning matters, how to keep clean records, and how the wealthy use tax strategies to stay safe and save more.   Next Steps:

Most people think HSAs are just for doctor bills, but the new 2026 law changed everything. In this episode, you'll learn how the updated HSA rules can help you save more money, pay less tax, and build real long-term wealth. We walk through the new contribution limits, smart strategies to grow your HSA, and how business owners can use these rules for extra tax savings. You'll understand why the wealthy love HSAs and how you can use these tax strategies in your own life. This episode gives clear finance advice and simple steps that help you make better money decisions fast. Listen now so you don't miss one of the biggest tax savings opportunities of the decade.   Next Steps:

Attorney Bo Loeffler returns to the podcast to revisit with David the foundational principles of asset protection—what it is, why physicians need it, and how proper timing and structure make all the difference. The conversation begins with an overview of risk for physicians, from malpractice and employee claims to real estate liability and auto accidents and stresses the importance of addressing these risks before they arise. Bo and David emphasize the crucial concept that asset protection is only effective when implemented ahead of any foreseeable claim. The discussion then shifts to the three legs of the asset protection stool: proper insurance coverage, state-specific exempt assets, and legal tools such as LLCs and irrevocable trusts. Bo highlights how differences between state laws—especially Ohio's robust statutes—can dramatically impact the success of an asset protection plan. They also explain how tools such as LLCs and Domestic Asset Protection Trusts can be structured to protect against creditors through features like charging orders, sole-remedy statutes, and sate-specific limitations on creditor remedies. Finally, the episode examines real legal cases—including one in Colorado involving LLC misuse and one in Delaware validating long-standing asset protection trust structures—to illustrate what works and what fails in the real world. David concludes by drawing a parallel to medicine: asset protection requires both "surgery" (establishing tools) and "rehab" (proper, ongoing maintenance). With Bo's deep experience drafting state statutes and litigating these issues, the episode provides a practical, high-level roadmap for physicians looking to protect their personal and professional assets. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Many business owners want to help their kids, but some moves can backfire. In this episode, you'll learn why giving your home to your children while you're still alive can cause huge tax problems. You'll hear real stories from women entrepreneurs who meant well but ended up creating big tax bills for their families. We break down how the step-up in basis works, why timing matters, and what smart strategies can protect your legacy. You'll also learn how tools like trusts can keep your home safe and help with tax planning. This is simple, clear finance advice any business owner can use right away. If you want to make better money decisions and protect the future you're building, this episode will help you understand what to do next. Listen now so you don't make a mistake that could cost your family thousands.   Next Steps:

In this episode, you'll learn the advanced tax strategies that real estate investors use to save big money every year. We break down how legal fees, travel costs, insurance, and even family payroll can turn into real tax savings. You'll hear real examples that show how simple money decisions can protect your rental properties and lower your tax bill. We also talk about smart strategies for tax planning that help you keep more cash and build long-term wealth. These are the same moves used by top investors, and now you can use them too. If you want finance advice that actually helps you grow, you're in the right place. Listen now so you don't miss the tax tips that could save you thousands.   Next Steps:

This episode breaks down the four biggest tax deductions that help rental property owners save real money fast. You'll learn how depreciation, repairs, mortgage interest, and a home office can create major tax savings and boost your cash flow. We walk through simple tax strategies that many CPAs skip, and you'll understand how these deductions support wealth planning and smart money decisions. If you want clear finance advice, tax tips you can actually use, and a better way to grow your real estate profits, this episode will help you see what's possible. These tax savings can help you keep more cash, buy more properties, and build long-term wealth. Listen now so you don't miss deductions that could save you thousands this year.   Next Steps:

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

This episode breaks down the new Trump Savings Accounts and explains why they may not be the best choice for high-earning families. You'll learn how the rules, taxes, and limits can cost you money later, even though they look helpful now. We compare these accounts to better options like real tax strategies, smart planning, and stronger savings strategies that wealthy families use to build long-term wealth. You'll also hear why these government programs can distract business owners from tax savings they can use today. This episode gives you clear finance advice so you can make better money decisions for your family and your business. Listen now so you don't get stuck with a plan that looks good today but hurts you later.   Next Steps:

This episode breaks down the five year-end tax strategies that can still lower your tax bill before December 31. You'll learn simple, legal steps business owners use to save real money, including tax planning moves most people don't hear from their CPA. We cover timing your expenses, using tax savings tools like bonus depreciation, and making smart money decisions before the year ends. You'll also hear real stories of women entrepreneurs who used these strategies to keep more of their income and strengthen their financial mindset. These tips work for small business owners who want clear finance advice they can use right away. By the end, you'll know exactly what to do this month to avoid overpaying the IRS. Listen now so you don't lose your chance to save money this year.   Next Steps:

Think that viral tax hack on TikTok sounds too good to be true? It is. In this episode, Tiffany exposes the most dangerous tax scams spreading online—and how they're tricking smart female entrepreneurs into risking everything. Learn the real difference between tax strategy and fraud, how to spot fake “experts,” and what red flags to watch for before you sign anything. Tiffany shares her CPA advice on protecting your business, finding trustworthy professionals, and staying on the right side of the law. Don't let bad advice cost you your business—listen now and learn how to keep your money safe.   Next Steps:

On this week's Money Matters, Scott and Pat help a caller streamline her financial life by consolidating accounts — discussing key differences between IRAs and 401(k)s, asset protection considerations, and how annuities can fit into a broader financial planning strategy for long-term freedom. Next, they talk with a caller navigating what to do with a $1 million 401(k) after a career transition. Scott and Pat break down the pros and cons of rolling funds into an IRA versus keeping them in an employer plan, with an eye on long-term tax flexibility, investment control, and strategic financial planning. Finally, Allworth's Head of Wealth Strategies, Victoria Bogner, joins the show to share powerful financial planning insights — including strategies for handling stock options, Roth conversions, tax-loss harvesting, donor-advised funds, and how business owners can better position themselves for lasting financial flexibility. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.