Podcasts about year end

Stefani Berkin, president of R New York, stops by to share why the end of the year can be a great time to buy or sell a home. Also, NBC's Anne Thompson visits a Massachusetts boxing gym where physical activity is helping Parkinson's patients improve balance, coordination, and confidence beyond traditional medicine. Plus, Mark Wahlberg and Michelle Monaghan drop in to talk about “The Family Plan 2”, where their family takes a chaotic adventure through Paris. And, supermodel Kathy Ireland reflects on her Sports Illustrated debut and the magazine's legacy in the new documentary “Beyond the Gaze: Julie Campbell's Swimsuit Issue.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If open enrollment season makes your eyes glaze over faster than a holiday spreadsheet, this one's for you. In Part 3 of the Smart Money Moves Before Year-End series, Shari dives into all the hidden ways you can squeeze more value out of your paycheck before December 31. From health plans to hidden perks, this is your reminder that benefits are part of your compensation — and it's time they pulled their weight. You'll walk away with: A step-by-step guide to reviewing your health, dental, and vision plans The real difference between FSAs and HSAs (and how to use them wisely) A strategy for planning your bonus before it hits your account A quick insurance checkup to make sure you're covered, not overpaying The overlooked perks most people forget they already have access to Because if you're going to work this hard for your benefits, they should be working just as hard for you. Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you sprinting toward the end of the year on fumes, feeling the pressure to achieve "perfection" when you're already doing the work of three people?In this solo episode, host Erica Rooney flips the script on the year-end hustle. She argues that finishing the year strong doesn't mean doing more, it means choosing better and slowing down on purpose to align your efforts. This is the antidote to the corporate finish line chaos.Erica introduces her simple, three-part weekly audit designed to replace emotion with evidence, cut the endless activity that keeps you stuck, and ensure your time is spent on tasks that guarantee future growth, not burnout.Inside the Episode:The Year-End Pressure Cooker: A candid look at the relentless demands of Q4—from performance reviews and budget season to the inevitable holiday hosting and perfectionism.Activity vs. Impact: Why being busy doesn't mean you're being valuable. Erica shares how to stop doing the "busy work" (like organizing your makeup drawer!) and identify the three things that truly move the needle toward your goals.The Energy Check: The importance of tracking your physical state. Learn the color-coded calendar method to identify what activities (meetings, projects, or people) leave you energized versus totally drained.Eating the Frog Strategically: How to make dreaded, energy-sucking tasks less draining by strategically placing them in your schedule to clear up mental space and anxiety.The Alignment Test (Bridge vs. Cliff): A crucial test for any task:Bridge Activities: Set you up for future growth, recognition, and long-term alignment.Cliff Activities: Take your time and energy but get you nowhere toward your long-term vision. (Hint: Reformatting slides is a cliff!)Your Weekly Action Plan: A simple, low-effort routine for Friday evening to map your calendar, cut the drains, and prioritize the bridge activities that guarantee you start the new year rested and ahead of the curve.If you are ready to get off the corporate hamster wheel and create a life you don't have to feel like you're escaping from, this episode is your strategic guide to ending the year aligned, not exhausted.

Kosta tells men to start therapy (I know it's expensive), Year End results yawn, 50 anno of the SS Edmund Fitzgerald RIP.

Law Firm Owner Year-End Tax Hack #2

Taxes become more exciting, especially when it's with Toby Mathis. Tait Duryea and Ryan Gibson welcome back tax strategist and investor Toby Mathis for another powerhouse session on how to keep more of your money before year-end. From bonus depreciation and the short-term rental loophole to smarter charitable giving and donor-advised funds, Toby reveals how high-income earners can legally slash their tax bills. Whether you're a pilot, business owner, or passive investor, you'll walk away knowing which moves to make before December 31, and how to turn your taxes into one of your biggest wealth-building tools.Toby Mathis is a tax attorney, investor, and co-founder of Anderson Advisors. With decades of experience advising thousands of investors, Toby simplifies complex tax laws into real-world strategies for building wealth. Known for making tax planning engaging and actionable, Toby helps high-income professionals, especially pilots and real estate investors, protect their assets and minimize taxes through smarter planning.Recommended episodes:#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby Mathis#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate with Toby Mathis

Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. -----  Equity compensation can turbocharge wealth—and taxes. Brooklyn Fi managing partner John Owens joins Peter to share a clear year-end playbook for RSUs, ISOs/NQSOs, and ESPPs, including how to avoid AMT surprises, right-size withholding, and unwind concentrated stock positions.  Listen now and learn: ► A simple order of operations for year-end equity comp decisions ► RSU withholding pitfalls (and how to fix them before April)  ► ISO/AMT basics and why late-year exercises can backfire ► How to build a rules-based plan, use 10b5-1 mechanics, and when donor-advised funds make sense   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (00:00) Introduction (03:15) A hard-won lesson: when AMT grows larger than your stock (and what to do next) (04:21) Don't start equity planning on December 15 (really) (05:19) First move: build an inventory and triage the quick wins (08:18) AMT 101 for ISO holders: the "parallel" tax you don't want to pay (10:47) RSUs: why 22% withholding often sets up an April tax bill (12:24) ESPPs: capture the discount, control concentration (14:55) Designing a rules-based sell plan to unwind concentration risk (18:11) The base rates on single stocks: why a diversification plan matters more than a "feel" (20:42) 10b5-1 plans: automate good behavior and expand your ability to sell (23:31) Charitable giving with concentrated stock: donor-advised funds and timing across 2025/2026 (26:11) Family gifting: UTMAs, kiddie tax, step-up in basis, and multi-generational choice (27:28) The year-end document checklist most people miss (29:17) When to hire help (and when not to) (31:19) Biggest year-end mistakes to avoid Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Do you want this year to end well? Do you want next year to be better for your practice? In this episode, Kirk Behrendt brings back Heather Crockett, one of ACT's amazing coaches, to share four questions to guide your year-end review so you can think beyond production and collections. To learn how to have thoughtful, intentional reflection and start building the practice you truly want, listen to Episode 968 of The Best Practices Show!Learn More About Heather:Send Heather an email: heather@actdental.com Join Heather on Facebook: https://www.facebook.com/heather.r.crockettFollow Heather on ACT's Instagram: https://www.instagram.com/actdentalSend Kirk an email for ACT's Practice Health Score guide: kirk@actdental.com Send Courtney an email to learn more about ACT: courtney@actdental.com More Helpful Links for a Better Practice & a Better Life:Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listenJoin The Best Practices Association: https://www.actdental.com/bpaDownload ACT's BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360Download ACT's BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_USJoin ACT's To The Top Study Club: https://www.actdental.com/tttGet The Best Practices Magazine for free: https://www.actdental.com/magazinePlease leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218Episode Resources:Watch the video version of Episode 968: https://www.youtube.com/@actdental/videosRegister to ACT's BPA for their Practice Health Score guide: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpractice-coaching-tools%2Fpractice-health-score#emailRegister to ACT's BPA for their Chief Reminding Officer resource:...

Hi mama, f you've ever stared at that blank self-review form and thought, “Where do I even start?” …this one's for you. In this episode, we're breaking down how to write a year-end review that showcases your wins, your growth, and your true value at work. Because let's be honest… reviews don't exactly scream “fun.” They land right when we're juggling projects, holiday chaos, and life. But your year-end review isn't just corporate homework… it's your highlight reel. It's your chance to remind your boss exactly how much impact you've made this year. Here's what we're covering today: ✨ The mindset shift that turns your review from stressful to empowering ✨ How to write your accomplishments so they show measurable results ✨ The power of a “brag file” (and why your future self will thank you for it) ✨ How to use AI to align your wins with company goals (without sounding robotic) ✨ Confidence vs. arrogance… how to strike the right tone ✨ Simple ways to prep for your review meeting so you walk in ready to shine You'll walk away knowing how to: ✔️ Highlight your value clearly and confidently ✔️ Tie your work to company goals and outcomes ✔️ Advocate for yourself… without feeling like you're bragging ✔️ End the year proud of what you've accomplished And because we're all about reducing stress this time of year, don't forget to grab

Law Firm Owner Year-End Tax Hack #1

If you’ve been holding on to the belief, “If I don’t do it, it won’t get done right,” this episode is your wake-up call. Donna shares powerful delegation tips for business owners who are tired of being the bottleneck in their own business, especially as year-end pressures pile up. You’ll learn the real costs of doing it all yourself, why perfectionism is slowing your growth, and how to shift into CEO mode before burnout hits. From identifying which tasks to hand off to using the If/Then Playbook for smoother delegation, Donna walks you through practical ways to free up your time and empower your team. If you’re ready to end the year with less stress and more clarity, this episode will help you fix bottlenecks, regain momentum, and step into the new year as the confident leader your business needs. Resources

The Year-End Client Check-In — Nurture Relationships That Build Profit and Peace As the year wraps up, it's easy to get caught up in the rush of holiday sales, promotions, and endless to-do lists. But what if one of the most powerful things you could do for your business in November and December isn't about selling more—it's about connecting better? In this episode of How to Grow My Small Business, we're talking about how to reconnect, nurture, and re-engage with your current and past clients so you can strengthen relationships, open doors for future opportunities, and start 2026 on solid ground. You'll learn: Why client check-ins are one of the most overlooked (and profitable) parts of business growth How to steward your client relationships the same way you steward your time, talents, and resources Who to reach out to before the end of the year—and how to do it without feeling “salesy” What to say (and what not to say) when reconnecting with past clients How to systemize your follow-up so it becomes a consistent part of your business, not an afterthought The mindset shift that turns check-ins into natural opportunities for collaboration, referrals, and repeat sales If you've ever wondered how to stay top of mind with your clients without chasing them down or feeling like you're bugging people, this episode will show you how to do it with authenticity and faith. Action Step: This week, pull out your client list and highlight 10–15 people you can meaningfully reconnect with before the end of the month. Schedule these out! If this episode helped you: Share it with another faith-led business owner or post it to your social media stories to help other women grow their businesses with purpose and peace.

What if approaching the year-end for your business wasn't about ... Read more

In this episode, Ray Sclafani discusses the importance of finishing the year strong and how it impacts the upcoming year. He emphasizes the need for a proactive mindset, strategies for success, and the significance of setting clear goals. He also covers overcoming challenges and maintaining motivation as key components of achieving success.Key TakeawaysHow you finish the year will determine how you start next year.Set clear goals for the new year to guide your actions.Overcoming challenges is part of the journey to success.Reflect on your progress this year to identify areas for improvement.Mindset shifts can lead to breakthroughs in performance.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

What if a single tax law could change your entire retirement strategy before the year ends? This episode unpacks the “big, beautiful bill” and its surprising impact on deductions, Roth conversions, and income planning. Art McPherson breaks down last-minute tax moves, the realities of today’s economy, and how to cut through the noise to make smart financial decisions. Plus, hear insights from Kenny Chesney on authenticity and balance, and discover why now is the time to review your plan before the window closes. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Hi Mamas, Year-end review season is here, and while most of us can talk for days about what our kids accomplished, what our team achieved, or what everyone else did great this year… when it comes to our own wins? We freeze. We say things like: “I don't want to sound arrogant.” “I don't want to seem like I'm bragging.” “I don't want to make anyone uncomfortable.” Sound familiar?

"I'm looking for a 30% explosion to $5,100 gold by year-end," says Chris Vermeulen, Chief Market Strategist of The Technical Traders. In today's interview with Daniela Cambone, the veteran chartist, who accurately called gold's recent breakout, dissects the "mere three-wave correction" that has spooked momentum traders. He details the "herd mentality" that first drove prices higher and argues this pullback is a classic shakeout before a parabolic surge, drawing direct and "scary" parallels to the 2007 pre-crisis setup.✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Most agency owners think Q4 is the time to slow down.They assume everyone's distracted, budgets are frozen, and new business will have to wait until January. That mindset is exactly why so many agencies start the new year behind. The truth is: Q4 is where the action happens. Your prospects are reviewing the year, what [...] The post Why Running a Strategic Marketing Planning Workshop Before Year-End Is the Smartest Move You Can Make appeared first on Seven Figure Agency.

How To Align Your Team Before Year-End - 5 Things You Must Do NOW! 1. Call Out the Elephant in the Room2. Don't Let the Momentum Stall3. Run an Assets & Liabilities Exercise4. Revisit Your Purpose Statement5. Consider a Design SprintHow to connect with AgileDad:- [website] https://www.agiledad.com/- [instagram] https://www.instagram.com/agile_coach/- [facebook] https://www.facebook.com/RealAgileDad/- [Linkedin] https://www.linkedin.com/in/leehenson/

Feeling overwhelmed by planning next year when your business still feels a bit messy beneath the surface? In this episode, Anna Lundberg shares why rushing headlong into goal-setting without strong business foundations is a recipe for frustration, and lays out a practical, simple approach to set yourself up for success in 2026. If you're craving more clarity, smarter strategy, and a business that actually suits your life, this episode is tailor-made for you. Key takeaways: Brilliant Planning Starts with the Right Foundations: Setting new goals and colour-coded calendars is pointless if your underlying business model is misaligned or not delivering what you need. First, get clear on what's working, what feels heavy, and what simply isn't serving you. The Stop, Start, Continue Method: Anna advocates for the "stop, start, continue" framework—identify what to stop doing (low-ROI activities or things that drain you), what you must continue (your proven efforts), and a mindful approach to what new things you start (beware shiny-object syndrome!). Prioritise Simplicity Over Overwhelm: Avoid the trap of planning a million changes. Anna's approach focuses on a light reset—refining your core priorities and picking only one or two key shifts for the first quarter, keeping things achievable and aligned. Check Your Business Model and Message: Review where your income comes from, what's profitable, and whether your delivery modes (coaching, mentoring, speaking, etc.) align with your capacity and energy. Sharpen your messaging so it stands out in a busy marketplace. Groundwork Business Recalibration: Anna introduces her 10-day "Groundwork" programme—an experiential reset to evaluate, recalibrate, and set an intentional path for the year ahead, focusing on clarity, confidence, and sustainable growth. Ready to reset before the year ends? Join Groundwork - a 10-day guided sprint to step back, get clear on what's working, and make intentional decisions for 2026. Short daily videos, focused prompts, and the option to join a WhatsApp group and live coaching call. We start Monday 17th November. onestepoutside.com/groundwork

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In this solo episode, host Kara shares a powerful yet simple year-end reflection exercise to help you gain clarity on what to carry forward into 2026 and what to leave behind. Using just your phone's photo library and a pen and paper, you'll discover emotional patterns, identify what's working (and what's not), and create a clear roadmap for the new year. This intentional practice will help you move from stuck to clear, empowering you to create the purposeful life and business you truly desire.Episode Topics:Year-end business and life reflection exerciseUsing your phone's photo library as a self-awareness toolIdentifying emotional and behavioral patterns throughout the yearCreating clarity around personal and professional goalsThe power of intentionality and setting space for introspectionLetting go of what no longer serves youCalling in support and expertise when neededBusiness planning with emotional intelligenceInsights:Clarity drives action: When you're feeling stuck, it's often because you lack clarity on what you want or where you're goingPhotos reveal patterns: Your phone's camera roll provides a visual timeline of your year's highs and lows, making patterns easier to spotThe top-3 method: For each month, identify the top three positive experiences and top three challenges to quickly assess what's workingRecurring issues need intervention: If the same challenge appears month after month, it may be time to hire expert help (coach, trainer, consultant)Intentional space creates results: Block dedicated time for reflection without feeling rushed—consider combining it with self-care activitiesWritten clarity is powerful: Writing things down creates a different level of awareness than just thinking about themYou are a creative being: Your power to create the life you want starts with getting clear on what you actually desireHighlights:00:00 Welcome and Intro01:06 Reflection and Planning for 2026 06:01 Clarity and Intentionality for the New Year 12:21 Closing Remarks 12:24 Podcast episode ended Ready to gain clarity for 2026? Grab your phone, a pen, and paper, then carve out 30-60 minutes for this transformative exercise. Start with January and work through each month, noting your top three wins and top three challenges. Download Kara's free Dynamic Life Journal at freegiftfromkara.com to support your reflection practice, and connect with her on Instagram @KaraChaffinDonnaFrio to share your insights from this exercise!Connect with Kara to share your thoughts on the series:Website - http://www.kcdrealestate.com/ Email - kara@kdcrealestate.com Instagram - https://www.instagram.com/karachaffindonofrio/ Facebook - https://www.facebook.com/karachaffin1?_rdc=1&_rdr YouTube - https://www.youtube.com/user/KaraChaffin LinkedIn - https://www.linkedin.com/in/karachaffin/ Don't forget to visit

Explore the 2026 charitable giving changes with Jake and Cory: the new 0.5% AGI floor, the 35% deduction cap, the universal deduction for non itemizers, and when to use donor advised funds or QCDs. Learn smart 2025 moves—accelerate gifts, bunch with appreciated stock, and avoid common ROI mistakes—so your generosity can go further in retirement. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #charitablegiving #taxplanning #donoradvisedfund #qcd #retirementplanning #financialliteracy #agifloor #standarddeduction #wealthmanagement #falconwealthadvisors

As they do at the end of every season, Blue Jays president and CEO Mark Shapiro and general manager Ross Atkins meet the media to discuss the year just passed and to hint at their plans for the year to come. This year, for the first time in a long time, it wasn't a disaster. We take you through Shapiro and Atkins' availabilities and go through heir comments as they discuss, among other things, the impact that this World Series run had on the people they encountered, the unique toughness and cohesion of the 2025 Blue Jays, John Schneider's future and what might happen as Bo Bichette enters free agency for the first time. Plus, we open up the mailbag at deepleftfield@thestar.ca!

Thanks to our awesome Patrons, we're proud to present another episode of Mediasplode! What's a Mediasplode? It's a monthly special edition show in which we talk about what we are enjoying in media outside of the realm of comic books. It's like our All Media Year End Round-Up but in a shorter, monthly format. Note: Time codes are estimates due to dynamic ad insertion by the distributor. SPOILERS BELOW! Running Time: 01:06:23 This month, Josh Flanagan and Conor Kilpatrick are joined by their original Pick of the Week co-host Ron Richards to discuss... What We've Been Enjoying:00:03:15  - Josh loved Downey Wrote That on Peacock but didn't really love Smoke on AppleTV+00:15:25 - Conor (and Ron) loved the latest season of Only Murders in the Building on Hulu and salutes the end of WTF with Marc Maron00:22:04 - Ron (and Conor) are loving The Lowdown on Hulu and he got to the theaters to see Guillermo Del Toro's Frankenstein Year-End Mailbag!:00:30:52  - Patrick K. from North Carolina asks if any movies we saw as kids shocked us that we were allowed to see?00:34:02 - Dan C. from New Jersey wants to know what IP could be translated to opera?00:37:27 -  Woulter L. asks a great question about the impact of removing the Beatles or another media creator from the timeline and what the impact would be00:43:22  - Pete wants to know if we listen to college radio?00:50:55 - Zak H. from Milwaukee is looking for (hypothetical) book recommendations about the mafia (which doesn't exist).00:53:11 - Doug M. wants to know more movies that are "bad" but also "good"?00:58:28 - Stephen H. from Wrexham, Wales, United Kingdom wants to know if anyone in our families shame us for our interests?01:01:02 - Jacob asks a fantastic question about G.I. Joe vs. Predator that breaks our brains.   Music:"B A D I D E A"Militarie Gun Listen to Conor, Josh, and Ron discuss Blade (1998) on Cradle to the Grave. Listen to Josh discuss Fargo on Movie of the Year: 1996. Listen to Conor discuss Swingers on Movie of the Year: 1996. Watch Ron talk about pinball technology on the Daily Tech News Show. Listen to Conor discuss Ghostbusters on Movie of the Year: 1984. Listen to Conor, Josh, and Ron discuss The Crow (1994) on Cradle to the Grave. Listen to Josh discuss Jaws 4: The Revenge (1987) on Cradle to the Grave. Listen to Josh discuss Indiana Jones and the Temple of Doom (1984) on Cradle to the Grave. Watch Josh and Conor talk about how to start a podcast on OpenWater. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax returnLinks in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Simple, legal, and smart ways to shrink your tax bill while boosting your wealth. If you've ever filed your taxes in April and thought, “Well… I wish I'd known that sooner,” this episode is your redo moment. In Part 2 of the Smart Money Moves Before Year-End series, Shari breaks down the strategic moves you can still make before December 31 that could literally save you hundreds — or even thousands — next year. Be sure to consult with your tax professional before implementing any of these strategies. You'll walk away with: A checklist of five smart tax moves to make before year-end Simple steps to lower your taxable income (without complicated math) Smart strategies for charitable giving, retirement contributions, and benefits usage The confidence to approach tax season feeling proactive, not panicked Because you can't time the market — but you can time your tax bill. Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textNovember is Giving Season Go TimeIt's here - now is the time to transition your year-end campaigns from planning to performance. Your message is live, donors are active, and every touchpoint counts.In this episode, Jena and Cara break down how to confidently lead your campaign, stay engaged, and keep supporters connected through every moment of Giving Season.What you'll learnA simple 3-step rhythm to lead your campaign with clarityThe mistake that quietly stalls year-end fundraisingHow often to check campaign performance (and what to look for)Smart mid-month touchpoints that keep donors engagedPerfect for nonprofit leaders, fundraisers, campaign managers, and anyone running year-end appeals.Don't forget your free featured resource from our sponsor, AppealMaker, The 2025 State of Direct Mail Survey, packed with fresh insights into donor behavior and communication trends.Download it here, and take a moment to explore how AppealMaker can strengthen your direct mail outreach.What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox's nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.Discover how Donorbox can help you help others!The Nonprofit Podcast, along with a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, is available on the Donorbox YouTube channel. Subscribe today and never miss an episode:

The Nov. 6 AICPA Town Hall episode covers latest around the government shutdown and the key technical updates you need to know. Plus, we'll dive into a conversation on year-end tax planning and the state of AI adoption across firms and finance.

Monica led a Mindset Monday session focused on wrapping up the year strong and setting clear goals for 2024. Drawing from Think and Grow Rich, she emphasized the power of mindset, belief, and action in achieving real estate success. Monica encouraged agents to review their year, reconnect with clients during the holidays, and write down their top three desires with a clear “why.” She highlighted the importance of faith over fear, breaking goals into daily actionable steps, and tracking progress with a scorecard. Monica also discussed overcoming resistance, procrastination, and fear of rejection by focusing on visualization and positive affirmations. She concluded by encouraging attendees to join mastermind groups for accountability and to take consistent, intentional action toward their goals.

The calendar is packed, the inbox is loud, and the economy won't stop buzzing in the background—so how do you lead well without losing yourself? We dig into the real weight of year-end: performance reviews, budgets, strategy cycles, mandatory training, and the family and community expectations that stack on top. This episode leaves you with tools to protect your energy, lead with steadiness, and stay ready for whatever comes next, without sacrificing your career growth or your peace. _________LET'S CONNECT!* Work with me 1:1 to land your executive promotion, increase your impact, hone your executive presence and increase your salary by $50-100k. Book your call here to get your Elite Executive Experience.**Leave the podcast a 5-star review and help other introverted women find us and join our community.***Join our community of introverted women leaders and get weekly tips and strategies not shared anywhere else except in the LeadHer Lowdown newsletter.*****Connect with me on LinkedIn

Episode summary'Tis the season… to plan smarter. The Home Team swap holiday menu takes (turkey wars!) and then get practical about running fundraising events between Thanksgiving and New Year's. From low-lift “open house” formats to creative themes and revenue add-ons, they break down how to cut through a crowded calendar, boost attendance, and tie event moments to year-end giving without turning it into a hard ask.Who this episode is forFundraisers, event planners, and nonprofit marketers looking to host a December event, drive last-minute donations, and leave donors smiling (and subscribed).In this episode (highlights)Why timing matters: avoid Thu–Sat nights; try Tue/Wed evenings or a Sunday matinee.A low-stress format that works: drop-in donor open house with light bites, festive vibes, and a short auction that can close later in the Handbid app.Theme ideas that actually draw a crowd: ugly-sweater social, outdoor movie night, après-ski/Northern Lights party, rooftop glow-night, karaoke, and more.Family-friendly revenue plays: gingerbread house contest with $1 per vote, “Taste-Of” sample stations with ticket voting, pay-to-play mini-games.Tree magic: themed Christmas tree auction (include delivery/setup/take-down in the package).Ticketing tactics: “Buy One, Gift One” to bring new faces; couples ticket with 2 comp tickets for first-time guests.Light-touch giving: giving tree / envelope wall; food or toy drive tie-ins; corporate match prompts via Handbid's Double the Donation integration.Data with a purpose: capture emails—and actually follow up in January.Actionable playbookPick the slot: Tue/Wed evening 6–8pm or Sun 2–4pm.Choose a format: Open house + mini auction (mobile bidding stays open until Sun 5pm).Anchor a theme (choose one):Ugly Sweater Social at a brewery/warehouseHoliday Movie Matinee (blankets, cocoa, popcorn)Après-Ski / Northern Lights tent partyRooftop Glow Night (DJ, light-up dance floor)Add revenue stations:Gingerbread Build-Off: $1 = 1 vote; team “bets” on winnersTaste-Of tables with vote ticketsPay-to-play quick games; festive karaoke showdownSpotlight one showcase lot: Themed Christmas tree with delivery, setup, and post-season removal.Lower the ask, raise the match: Prompt employer match on every ticket/donation checkout.Grow the list: Run “Buy One, Gift One” tickets for new-to-org attendees; collect email + SMS consent.Aftercare: Schedule a warm “thanks + impact + match reminder” touch the first week of January.Sample run-of-show (open house)6:00p Doors + check-in | cocoa, cider, photo corner6:15p Soft open of auction (mobile)6:45p 5-minute welcome + impact story + match reminder7:15p Gingerbread/Taste-Of voting closes7:50p Raffle pull / tree auction highlight8:00p Guests depart; auction remains open until Sun 5:00p for remote biddersIdeas mentioned (quick list)Donor Open House (drop-in)Gingerbread House Contest ($1 votes)Taste-Of mini-bites with vote ticketsKaraoke ShowdownOutdoor Movie Night (Elf, Home Alone, Die Hard)Themed Tree Auction (with delivery/setup/take-down)Buy One, Gift One tickets (first-time guests)Giving Tree / Envelope WallFood/Toy Drive add-onCorporate Match prompts at checkoutResources & linksHandbid (tickets, mobile bidding, checkout)Double the Donation integration for employer matches (in Handbid ticket/donation flows)CTAIf you're planning a December event or want to layer a mini-auction onto your year-end campaign, Handbid makes it easy to sell tickets, run mobile bidding, and capture matches—all in one place. Subscribe to Elevate Your Event for weekly, real-world tactics that raise more (and feel more fun).

It's time for your money's annual checkup — and no, there's no waiting room or copay required. In this first episode of our Smart Money Moves Before Year-End series, Shari walks you through a four-part year-end audit to help you see exactly where your money went, what worked, and what needs a little TLC before the clock strikes midnight on December 31st. You'll walk away with: A clear picture of where your money actually went this year One spending category to rein in before January A strategy to finish the year saving smarter (not harder) A confidence boost that comes from knowing exactly where you stand Because your future self doesn't need another “I'll figure it out in January.” She needs clarity — and that starts today. Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

As 2025 winds down, Aaron sits down with Refractional CFO's Jackson Pace and Kevin Dang to break down the major tax changes from the “One Big Beautiful Bill.” They unpack what practice owners need to know about bonus depreciation, Section 179, QBI updates, ERC audits, and new deductions and credits—from child tax to senior benefits. Whether you love talking numbers or dread tax season, this episode helps you plan smarter, avoid surprises, and end the year financially prepared. For more info you can reach Jackson and Kevin here: https://www.refractionalcfo.com/ Jackson Pace direct email Schedule a call https://calendly.com/refractionalcfo/discovery-call   ----------------------- Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts Let's Connect! Follow and join the conversation! Instagram: @aaron_werner_vision

If you're done following the same old fundraising playbook, the polite one that keeps your goals small and your growth stuck, this episode is your permission slip to break the rules.In The Rule-Breaker's Guide to Year-End Fundraising, I share how safe, “board-approved” strategies are quietly capping your potential, and how modern fundraisers are rewriting the rules to build momentum, trust, and record-breaking campaigns. You'll hear how one of my clients ran two back-to-back campaigns that both exceeded goals by leading with authenticity, urgency, and story, not fear or etiquette. Because the truth is, safe doesn't scale. It's time to stop waiting for approval, stop softening your message, and start leading with conviction. Rule breakers don't just raise more money, they raise more energy, excitement, and impact.Topics:Why playing it safe keeps your campaigns stuck on repeatThe biggest lie in year-end fundraising (and what to do instead)How to release the “parking brake” on your campaigns and gain real tractionWhat modern, momentum-driven fundraising looks likeHow one client ran two campaigns in a row, and hit both goalsWhy innovation looks risky until it works (and then everyone copies it)How to stop fundraising like it's 2005 and lead with courage insteadFor a full list of links and resources mentioned in this episode, click here.Bloomerang is the complete donor, volunteer, and fundraising management solution that helps thousands of nonprofits deliver a better giving experience and create sustainable, thriving organizations. Combining robust, easy-to-use technology with people-powered support and training, Bloomerang empowers nonprofits to work efficiently, improve supporter relationships, and grow their donor and volunteer bases. Learn more here.Resources: Easy Emails For Impact™: The $5K+ Fundraising Campaign System Purpose & Profit Club® Fundraising + Marketing Accelerator The SPRINT Method™: Your shortcut to 10K fundraisers Instagram, LinkedIn, website , weekly newsletter [FREE] The Brave Fundraiser's Guide: Stop getting ignored. Start raising more. May contain affiliate links

What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of opportunity—and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of the Business Builder Series,  I'm diving into what it actually means to have a financially healthy year-end — not just filing taxes and hoping for the best. I share how to go beyond the “pray there's no big tax bill” mindset and use your numbers as a leadership tool. This one's part mindset, part strategy, and 100% about setting yourself up for confidence instead of chaos when year-end hits.Key topics covered:The difference between a compliant year-end and a healthy oneFive key signs your business is financially healthyHow to avoid the year-end panic spiralWhy year-end should be a checkpoint, not a punishmentHow to use your numbers strategically to shape next year's goalsChallenge:Book a 90-minute CEO meeting with yourself. Review your financials using the five key signs from this episode. Write down what's working, what needs to change, and any questions to ask your accountant before filing. This is your chance to go into year-end confident, clear, and in control.A clean, clear year-end doesn't just reduce stress — it builds your confidence as a CEO. The numbers don't have to be scary; they're your most powerful guide for growth.Mentioned in this episode: Faire, the largest wholesale marketplace connecting over 120,000 brands and retailers. Staci shares how Faire helps shop owners source unique products, offers flexible 60-day payment terms, and gives brands global visibility without cold pitching—creating a true win-win for small business growth.Retailers who are new to Faire can visit www.faire.com and use code SMBSCHOOL10 at checkout for 10% off their first order.Staci's Links:Instagram. Website.The School for Small Business Podcast is a proud member of the Female Alliance Media. To learn more about Female Alliance Media and how they are elevating female voices or how they can support your show, visit femalealliancemedia.ca.Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!

Remember - all the tools I use will have Black Friday sales. ADD THEM TO YOUR HOLIDAY WISH LIST. Get your family and friends to gift you these tools for the holidays instead of buying you underwear and sock. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - HUGE SALE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

It's that time of year again, when smart investors make last-minute moves that pay off big. Today, we explain why waiting until December to buy or refinance property could cost you valuable tax advantages. Hear updates on mortgage rates, small investor power, and why now is the time to plan, not panic, before the year closes.   WHAT YOU'LL LEARN FROM THIS EPISODE   Why early November is the true deadline for year-end real estate tax strategy How bonus depreciation can create massive write-offs on investment properties What's really happening with the Fed funds rate vs. mortgage rates Builder incentives and discounts you can leverage before the new year An effective way to create negotiation leverage in 2025's market     CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter  

A mixed session as the major averages kicked off a seasonally strong month. Cantor's Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody's on why he says the US would be in a recession if it weren't for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The holidays are coming—and for most gyms, that means fewer check-ins, more cancellations and panic about cash flow. But it doesn't have to be that way.Today on “Run a Profitable Gym,” Two-Brain founder Chris Cooper shares five simple tactics gym owners can use to boost year-end revenue without falling into the discount trap.He explains how smart, seasonal offers—such as holiday retail presales, meaningful gift cards and “save your spot” promotions—can generate real income while keeping your clients engaged and excited.Chris also dives into using bring-a-friend events and January kickstart programs to attract new leads, re-engage old clients and strengthen relationships with current members.All five tactics are practical, repeatable and proven to work in real gyms just like yours.  Want to boost cash flow and retention? Get Coop's free “Year-End Revenue” guide in Gym Owners United, linked below. LinksGym Owners UnitedBook a Call2:01 - Retail presale5:32 - Gift certificates9:04 - Reserve spots for January12:44 - Bring-a-friend party17:45 - January kickstart group

Today on Window Treatments for Profit As the year winds down, it's time to stop the hustle long enough to take a real look at your business—what's working, what's not, and what needs to change before you roll into 2026. In this episode, LuAnn walks you through The 4-Step Profit Fix—a powerful year-end review process built around four key lenses: mindset, finances, marketing, and operations. You'll learn how to uncover the beliefs holding you back, identify where your profits are leaking, see which marketing efforts are really paying off, and strengthen the systems that keep your business running smoothly. Whether you're wrapping up your best year yet or clawing your way out of burnout, this episode will help you reset, refocus, and step into the new year with clarity and control. Our Favorite Links ⁠Windowworksnj.com⁠ ⁠Exciting Windows⁠ What's new with LuAnn Nigara ⁠The Power Talk Friday Tour 2025⁠ ⁠Watch the Docuseries!⁠ ⁠https://www.luannnigara.com/cob⁠ Purchase LuAnn's Books Here: Book 1: ⁠The Making of A Well – Designed Business: Turn Inspiration into Action⁠ Audiobook: ⁠The Making of A Well – Designed Business: Turn Inspiration into Action⁠ Book 2: ⁠A Well-Designed Business – The Power Talk Friday Experts⁠Book 3: ⁠A Well-Designed Business – The Power Talk Friday Experts Volume 2⁠ Connect with LuAnn Nigara LuAnn's ⁠Website⁠ LuAnn's ⁠Blog⁠ Like Us: ⁠Facebook⁠ | Tweet Us: ⁠Twitter⁠ | Follow Us: ⁠Instagram⁠ | Listen Here: ⁠Podcast⁠ Other Shows Mentioned: AWDB: Episode #467- Taylor Spellman: Hard Truths on Why You Need to Manage the 80% Business WTFP: Episode #61- Jessica Harling: The 7 Step Sales Process and 3 Proven Sales Techniques to be More Successful WTFP: Episode #221 – Questions to Ask Before the Year Ends WTFP: Episode #222 – Your Marketing Review and Budget WTFP: Episode #223 – Your Tech, Subscriptions, and Operational Audit Episode 269: Bound by Business: Working With the In-Laws Episode 272Bound by Business: Working With a Parent or Child Episode 275Bound by Business: Bloomin' Blinds, Working with Your Brothers Episode 277Bound by Business: Fathers and Daughters Episode 280Bound By Business: Sisters in Business. Lindsay and Heather Madonia Episode 282Bound By Business: Like Mother, Like Son. Debbie Hall and Trent Hall Episode 283Bound by Business: Forever Friends: Mimi Harling and Susette Kubiak Episode 285Bound By Business: Sibling Success Story – John DeLuca and Agata Olivieri Episode 288Bound By Business: Mark & Laura Perel: Married & Building a Window Treatment Empire Episode 290Bound by Business: Insolroll: Jamie Friedlander and Natalie Lockwood Episode 292Bound by Business: Wilma and Tamara Kulyk: Mother Daughter Duo: Embracing Legacy While Ushering in a New Generation Episode 297Bound by Business: Brandon Barton: Honoring the Family Legacy Episode 302Bound by Business: Insights from Jessica Harling on Family Business Dynamics – Part 1 Episode 308Bound by Business: Tim Yurek: Succession Planning Made Simple: Ensuring a Smooth Transition Without Financial Strain Episode 312Bound By Business: Amy Cramer: The Legal Side of Family Business

Show NotesWhy Q4 creates natural urgency: capital deployment, tax timing, clean year-end cutover, and internal fund deadlines.Realistic timelines: ~90 days from LOI to close (60 if exceptionally well-planned and resourced).How to avoid year-end derailers: risk-based diligence, weekly cadence, the “it takes a village” resourcing mindset.Practical prep checklist: books buttoned up, pre-diligence, a single project plan with stage gates, industry-savvy QofE team, and agile communication (not waterfall ticket-ping-pong).Holiday calendar tactics: set stage-gate deadlines with buffer before Thanksgiving and other outages.When to push to January: tax strategy, team fatigue, culture/relationship health, and any material renegotiation that resets the clock.Pro tip: use Q4 to prepare even if you won't close—calibrate valuation, market timing, and build the 2026 plan with advisors.Thinking about closing in Q4, or setting up a smart January start? Revenue Rocket has led hundreds of IT services deals. If you want a realistic path to close, a risk-based diligence plan, or a sanity check on timelines, let's talk. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for you to follow. We cover Roth conversions, RMDs and QCDs, topping off Health Savings Accounts (HSAs), and how the tax law changes passed this summer should shape what you do before year-end. Season 11, Episode 11 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/9hmqkEvVptc  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. 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.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Justin Shore discuss essential year-end tax strategies for real estate investors looking to close out 2025 strong. As Q4 winds down, they walk through the most effective levers you can pull before December 31 to minimize taxes, maximize deductions, and set yourself up for a smoother filing season. From vehicle deductions and short-term rental timing to real estate professional status, cost segregation, and the latest SALT deduction updates, Thomas and Justin share practical insights for both active and passive investors. They also highlight common pitfalls, like letting the tax tail wag the dog, and explain how to apply these strategies correctly in your own situation. You'll learn: - How to qualify for 100% bonus depreciation on vehicles and real estate in 2025 - What it really takes to lock in short-term rental tax benefits before year-end - Why REPS qualification is nearly impossible to start from scratch in Q4 - When to complete a cost segregation study (and when it can wait) - How the updated SALT cap could impact your AGI and deductions - Key deadlines for 401(k)s, IRAs, HSAs, and paying your kids through your business - Why bookkeeping and documentation now will save you headaches in tax season Whether you're a seasoned investor or just looking to make smart year-end moves, this episode breaks down the most valuable tax strategies for real estate professionals, with clear guidance on how to apply them responsibly and in compliance with the IRS. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

As the year winds down, many of us are asking, "What should I take care of financially before December 31st? What can wait until the new year? And how can I build a spending plan that actually reflects the life I want to live?"We're going to explore all of this, including how to think about emergency funds, the current economic cycle, and how that might affect our plans, as well as the myths around working with a financial planner. To help answer these questions, I've got a great guest, Adrianna Adams, CFP, and Head of Financial Planning at Domain Money, which is a modern financial planning platform on a mission to make expert guidance more accessible, personalized, and transparent.Adriana has worked everywhere from Wall Street to startups and now leads a team helping clients align their money with their goals and their values.**I am not a client of Domain Money. I am paid by the Firm to promote its services, which means they I have a financial incentive to say positive things. This should not be taken as investment advice, and results for clients may differ.**To learn more about Domain Money visit www.domainmoney.com/somoney Hosted on Acast. See acast.com/privacy for more information.