Podcasts about year end

Buying a new truck or piece of equipment before December 31 can feel like the ultimate year-end tax hack, but this episode breaks down why that decision can either save you thousands or create a painful tax bill you never saw coming. Mark J. Kohler and Mat Sorensen walk through the real math behind deductions, bonus depreciation, basis, and business-use percentages so you don't fall into the traps many business owners hit when rushing into a purchase for the write-off. If you've ever wondered whether you should buy now, wait, or skip the purchase altogether, this conversation gives you the clarity you need.You'll learn how tax brackets, depreciation schedules, and financing choices impact your allowable deduction, why bonus depreciation isn't always the smartest move, and how S-corp basis affects whether you can deduct anything at all. The guys also explain year-end timing strategies, the time value of money, and how to prioritize deductions that actually move the needle—while avoiding the mindset of treating tax planning like a last-minute school assignment.If you want to make smart year-end decisions, hit like and subscribe for more practical tax and wealth-building strategies. Have a question about your specific situation? Drop it in the comments! And if you're considering a major purchase before December 31, watch this episode before heading to the dealership or equipment lot.You'll learn:How to avoid the biggest year-end tax mistakes business owners make when rushing to buy equipment or a new truckWhy “just because you can doesn't mean you should” is the most important rule in year-end tax planningThe difference between a tax deduction and a tax credit, and why confusing the two leads to expensive decisionsHow to calculate whether a year-end equipment purchase actually saves you money after factoring in your tax bracketWhy business-use percentage determines whether your vehicle deduction is $100,000 or $30,000Why 100% bonus depreciation can become a trap if you finance equipment without having basis in your S corporationWhy contractors, doctors, and other high-income earners should not automatically take bonus depreciation in one yearGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here's the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp604-year-end-equipment-purchases Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

Steven and Ian begin with a quick tangent about the intersection of conservative newspaper columnists and music podcasts, and whether it will ever happen on Indiecast (1:52). They also do a Sportscast on the failing Philadelphia Eagles and Steven's revived hatred of the Chicago Bears (7:53). Then they pivot to a conversation about year-end albums lists, and what they say about the prevailing trends of 2025 (16:48). After that, they check out the just-announced Bonnaroo lineup (39:40) and do a "yay or nay" on Nick Cave (50:00)In Recommendation Corner, Ian talks about LA indie-sleazers The Hellp and Steven stumps for the Australian improv trio The Necks (53:51).New episodes of Indiecast drop every Friday. Listen to Episode 266 here and subscribe wherever you get your podcasts. You can submit questions for Steve and Ian at indiecastmailbag@gmail.com, and make sure to follow us on Instagram and X (formerly Twitter) for all the latest news. We also recently launched a visualizer for our favorite Indiecast moments. Check those out here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

In today's personal development episode, we will learn how to do an effective year end review to assess the current year and plan for the next year!

If you're a business owner, high-income earner, or someone who simply wants to stop leaving money on the table, this episode lays out six powerful year-end tax strategies you can still take advantage of before December 31. These are the moves that help reduce taxes, create long-term advantages, and bring real clarity to your financial picture.   In this quick yet high-impact conversation, Jason Labrum and Alex Klingensmith break down the exact steps our clients take every December, from fully funding retirement plans and executing Roth conversions to using donor-advised funds and maximizing tax-loss harvesting. Each strategy can create meaningful tax savings when implemented correctly and tailored to your financial situation.   If you've ever wondered, "What should I be doing before year-end to avoid overpaying the IRS?" This episode is your guide.   What We Cover in This Episode

In this year-end feature, we look back at major events including the Australian Federal Election, Australia's bid to host COP30, the tariff imposed on Australia by Donald Trump, the Pacific Nations Conference, the introduction of social media bans for children under 16, and many more significant developments.

This episode digs into the unwelcome December surprise of capital-gains distributions, especially from actively managed mutual funds. Don and Tom break down Morningstar's latest list of high-distribution offenders, spotlighting the astonishing 83% capital-gains payout from the Royce Midcap Total Return Fund. They compare the tax drag, costs, turnover, and long-term underperformance of these funds against index funds and ETFs, and explain why tax-efficient investing matters far more than most people realize. Listener questions cover overly complex portfolios, Edward Jones stock positions, odd-lot tender offers, and whether large-cap blue-chip stocks remove the need for bonds. The episode closes with a reminder that detailed portfolio triage is best handled in one-on-one meetings. 0:04 Capital-gains season returns and why high fund returns can still hurt 0:29 Don & Tom on weather, wardrobe, and warming up in Florida 1:30 December capital-gains distributions and why they happen 2:07 Morningstar's warning: active funds with big capital-gains payouts 3:06 Vanguard, T. Rowe Price, and American Funds distribution levels 4:09 The biggest offender: Royce Midcap Total Return Fund 5:41 Why 35 funds will distribute more than 10% of assets 5:52 The stunning number: Royce's 83% capital-gains distribution 6:52 Why big outflows and poor performance drive big taxable events 7:21 Royce's turnover, tiny size, high costs, and weak long-term returns 8:47 Why it's critical to hold active funds only in tax-advantaged accounts 10:07 ETFs vs mutual funds: tax efficiency and turnover differences 11:42 Comparing Royce to Avantis AVGE on fees, turnover, and performance 12:16 How AVGE tracks its index vs Royce's massive underperformance 13:33 When selling an active fund before a distribution may or may not help 14:05 Listener question: overly detailed allocation request — why it needs a meeting 16:29 Why some questions require one-on-one analysis 18:20 Why Appella's free meetings exist (and what they're not) 20:35 Odd-lot tender offers explained 22:14 Listener: selling Edward Jones stock holdings and leaving EJ 23:42 Why small, young investors should clean up taxable accounts early 24:24 The long decline of commission-based brokerage 25:26 Bothell check-in: blue-chip stocks vs bonds 27:18 Historical returns: 98 years of total market vs small-cap value 28:49 Why bonds exist in a portfolio despite low recent returns 29:30 Closing thoughts on discipline, diversification, and realism Learn more about your ad choices. Visit megaphone.fm/adchoices

With just weeks before enhanced Affordable Care Act subsidies expire for 22 million Americans, Congress faces mounting pressure to act on healthcare funding. We'll talk about the negotiations unfolding on Capitol Hill, what we're hearing from the White House and how the issue could shape the 2026 midterm elections. Guests: Larry Levitt, executive vice president for health policy, KFF - a nonpartisan health policy research, polling and news organization Sam Liccardo, United States Representative, California's 16th Congressional District - includes Santa Clara and San Mateo counties Jonathan Cohn, senior national correspondent, The Bulwark; author, "The Ten Year War: Obamacare and the Unfinished Crusade for Universal Coverage" Learn more about your ad choices. Visit megaphone.fm/adchoices

Cormac Breathnach of Keeneland Sales and PTF look back at the year from a breeding and sales perspective and give their thoughts on the two graded races for two-year-olds on Saturday with thoughts, tips, and analysis on the Demoiselle and the Remsen.

Phil Rosen of Opening Bell Daily joins Inside the ICE House to break down rising expectations for a December rate cut and what it signals about a divided Fed. He explains why a cut in a strong market could boost already bullish momentum into 2026. Phil also puts Bitcoin's recent dip in context, noting its long-term story and institutional support remain intact. He highlights December's seasonal strength as another tailwind for investors.

Listen to our recent year-end updates for the Run the Jewelz Show this season and stay tuned for more in 2026!Follow Me via Linkedin @Julian Smart-Rimple,Youtube: @kingjewelzspeaks,Website for partnerships, sponsorships or international travel groups: https://flow.page/runthejewelzpodcastThe Run the Jewelz Show was created to spread jewels of inspiration to young professionals and entrepreneurs who want to shine bright in their careers or businesses. Leave a comment or 5 Star Review if you like the episode...and "Shine Bright like the Diamond Jewel You've Been Created to Be!!"Tonight's episode has been sponsored by:Smart Jewelz Network Join our network for entrepreneurs, professionals and content creators to go on customized creator retreats, summits and trips along with checking out our media essential services with the link in the below⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.smartjewelzenterprises.org/start-podcast-now⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Express VPNEnjoy this stable 30 Day VPN FREE on us by clicking the link  ⁠⁠https://www.expressvpn.com/refer-a-friend/30-days-free?referrer_id=87144677&utm_campaign=refer_a_friend&utm_campaign=referrals&utm_medium=email&utm_source=customer_email⁠⁠Today's episode has been powered by: StreamYard

We're closing out the final episode of 2025 on the Insurance Leadership Podcast with a look back at the standout conversations, lessons, and leadership themes that shaped this year. This highlight reel pulls together the voices of nine remarkable guests along with insights from Casey, Ben, and Ryan as they reflect on a year of growth, innovation, and integrity. This year reminded us of one thing: insurance is a people business first. And the leaders who thrive are the ones willing to learn, innovate, and lead with purpose. We're grateful for every listener who joined us throughout 2025 and look forward to another strong year ahead.

As 2025 winds down, Money Tales hosts Sandi Bragar and Cammie Doder take the mic for a practical conversation packed with personal finance wisdom. This episode is all about reflection, intention and preparation—how to thoughtfully close out the year and step into 2026 with clarity and purpose. Sandi and Cammie explore everything from the power of revisiting your financial vision and refreshing goals to nurturing open money conversations with loved ones and building confidence in your financial habits. They dive deep into specific year-end planning opportunities, including tax strategies, charitable giving, Roth conversions and using health care deductibles wisely. Sandi also highlights emerging client trends like cross-border planning, financial parenting and developing a philanthropic mission. Whether you're looking to fine-tune your cash flow, deepen your money knowledge or reset your financial mindset, this episode will leave you with actionable ideas to carry forward into the new year. Take Control of Your Financial Year Discover how reflection, intentional planning and open money conversations can help you close out 2025 with clarity and step into 2026 with confidence. If you'd like to work with an Aspiriant advisor to align your financial plan with your goals and values, connect with us here. Subscribe to Money Tales on Spotify, Apple Podcasts or YouTube Music for more inspiring stories on purpose, money and personal growth.

Ready to stop playing catch-up and start leading your business with clarity? We're closing out 2025 with finance expert and Master Certified Wedding Planner Matt Mitchell to help you run a clean, confident year-end reset.Together we walk through the exact steps to reconcile your accounts, fix messy categories, and review your numbers with curiosity instead of criticism—so you can see what truly worked, where money leaked, and how to design a profitable 2026 you'll actually enjoy living.We dig into a practical financial debrief: which services were profitable versus just popular, how to assess expenses by value, and why profit by package often flips your assumptions. If you've been fully booked but exhausted, we unpack what that says about pricing and scope. You'll learn how to read cash flow rhythms across the year and align deposits, savings, and investments with the seasonality of the events industry.Then we translate insights into action: catch up on owner pay, set aside taxes, make strategic year-end purchases that lower taxable income while upgrading systems, and start a profit or reserves account—even if it's only 1% per invoice.Looking ahead, we map an approach for 2026 built on structure, not resolutions. Set layered goals for revenue, profit, owner's pay, and savings. Plan capacity first so you protect client experience and your life, then price accordingly. Lock in monthly and quarterly check-ins to track progress, adjust pricing, and prevent last-minute scrambles.Throughout, Matt shares simple, human ways to make financial clarity feel doable—plus why treating your business like your best client changes everything.If this conversation pushes you to take your business more seriously, join us inside CWP Society for certification and a community that gets the unique flow of event businesses. Subscribe, share with a fellow planner, and leave a review—what's the first reset task you'll tackle today?www.cwpsociety.com | info@cwpsociety.com | IG: @cwpsociety | FB: @cwpsociety

Send us a textDecember is where your year-end campaign is won or lost - and today, we're making sure you stay steady, strategic, and connected all the way through December 31.Jena and Cara Augspurger walk through the two actions that shape your final numbers: follow-through and follow-up.Get ready for pro-tips covering:Stay consistent with your December communication rhythmWhy tight messaging keeps donors engaged (especially this month)How to steward donors well with thoughtful, timely follow-upWhy a January touchpoint strengthens trust and sets up the new yearHow recurring giving fits naturally into this momentWhether you're running your first year-end campaign or your fifteenth, this episode gives you the rails to stay steady, show donors their impact, and finish the year with clarity, care, and momentum.Helpful Resource LinksLearn more at Donorbox.org Try Recurring Upsell:Donorbox Recurring Upsell feature seamlessly converts one-time donors into monthly supporters with a gentle ask. Donors who upgrade to a monthly gift stick around, with 96% of upgraded donors surpassing their original one-time gift amount.Explore Donorbox's monthly giving tools and what they can do for your organization here.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:

As we kick off the final month of the year, this edition of Mind Your Business serves up a fresh slate of insights and stories from across the High Country. We sit down with Jonathan Allen of Allen Wealth Management to break down the financial to-dos local businesses and individuals should check off before the calendar turns, and we look at some of the driving economic forces of the past year along with those poised to shape 2026 in our region. We'll also spotlight our next trio of Holiday Shop Local businesses—each offering great ideas for those seeking holiday experiences—and we'll share details about the grand opening of Mercy Urgent Care, now serving Boone and beyond from their location in the Watauga Village Shopping Center. Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday afternoon at 5PM on WATA (1450AM & 96.5FM) in Boone.Support the show

Close out the year with confidence! This episode walks through smart moves to review your budget, maximize retirement contributions, fine-tune tax strategies, update insurance, and set exciting goals for the year ahead. Practical tips to help you start strong and stay on track. Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as a financial planner, tax advisor, or attorney.

The Moneywise Radio Show and Podcast Wednesday, December 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Nick Gonzalez and Stilian Kirov of the Bakersfield Symphony Orchestra website: https://www.bsonow.org/  

Send us a textYear-end is the last chance to lock in major tax savings for your business.In this episode, Mike walks through the exact steps business owners need to take now, from S Corp requirements and accountable plans to AGI phaseouts, QBI planning, and the Augusta Rule.You'll also learn how to hire your kids correctly, hit retirement deadlines, use timing strategies as a cash-basis filer, harvest tax losses, and document every move so you enter tax season clean, organized, and ready.

Dominic Chu and the Investment Committee debate the Cyber sector after Bryn sells Salesforce. Plus, the rest of the Committee share their latest portfolio moves. And later, the desk shares their Holiday Shopping List for stocks heading into 2026. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of Through The Pines we'll cover your year-end financial planning checklist!   Maxing out Retirement Contributions Harvest Investment Taking Required Minimum Distributions Charitable Gifts Deferring Income Roth Strategies Spending FSA Funds Portfolio Rebalancing Evaluating Business Retirement Plans Updating Estate Plans Reflecting on Financial Goals   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah -  Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -    Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: planwithbaxter.com

 Before the year wraps up, take advantage of financial strategies that can save money and set you up for success. In this episode, Miguel Gonzalez, CRC, shares 5 important moves to make before December 31st. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients. #Cortburg #yearendchecklist #financialplanning #retirementplanning #smartmoney #FSAtips #taxplanning #budgetreview #financialcheckup #401kcontributions #holidaymoney #wealthbuilding #financialgoals #endofyearmoves #retirementstrategy #moneymoves #CortburgSpeaksRetirement #MiguelXGonzalez #financechecklist #financialhealth Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Does your financial team provide you with comprehensive tax planning, or just annual tax reporting? When you file your 2025 taxes next April, you're essentially just reporting your financial data from the previous year.  At Keen Wealth, tax planning is a proactive, year-round process we use to put your annual report in the best shape possible before the ink dries and windows close.  And when it comes to your 2025 tax return, some important windows are closing right now.  Today, on our 250th episode, we explore some recent changes to tax law and potential moves that you need to discuss with your financial advisor before the end of the year. 

120325 Scott Adams Show, Guest host - Cutter Ben Moyle, Trump Cabinet Year End Assessment

After a much-needed Thanksgiving hiatus, we are back with our Seattle Sounders offseason coverage. We'll react to the club's year-end roster announcements from last week, as well as Craig Waibel and Brian Schmetzer's press conference. With MLS Cup 2025 now set, we'll also preview Saturday's heavyweight showdown between Vancouver Whitecaps FC and Inter Miami CF.Follow Lobbing Scorchers: YouTube Instagram Bluesky TikTok Ari Liljenwall Noah RiffeSPONSORSHaxan Ferments - Specializing in unique, small-batch fermented hot sauces and vinegars, Haxan Ferments is handcrafted in Georgetown and made with the best local ingredients from across the Pacific Northwest. Use Code LS for a FREE Hot Sauce w/ purchase!Sounder at Heart - Our network host and biggest supporter, Sounder at Heart covers the Seattle Sounders, Seattle Reign, and MUCH MORE! Subscribe and Support to the BEST independent Seattle Soccer coverage.Podium Edmonds - Located at 114 4th Ave N, just off Main Street in the heart of Downtown Edmonds, come shop and explore the best menswear in the Pacific Northwest. Tell them Lobbing Scorchers sent you!Full Pull Wines - Founded in 2009, they the best boutique wines of the world to members, with special focus on our home, the Pacific Northwest.Seattle Sounders Tickets - Get tickets to an upcoming match straight from the club and help support the show at the same time.MLS Season Pass - MLS Season Pass is back on Apple TV with access to every single MLS match—including Leagues Cup and the entire Audi MLS Cup Playoffs—with no blackouts! Subscribe today to support the show.MLS Store - New year, new gear! The 2025 MLS jerseys are here, and MLSStore is the ultimate destination for every fan. Every purchase helps support our show!Lobbing Scorchers is a production of Just Once Media.Lobbing Scorchers is a Seattle Sounders and MLS focused show brought to you by Sounder at Heart. Hosted by Major League Soccer's Ari Liljenwall and Producer Noah Riffe. Join us as we lob our scorching takes on the American soccer landscape, Seattle Sounders, Major League Soccer, USMNT and more.Contact: lobbingscorchers@justoncemedia.com

Navigating the year-end chaos is often top of mind for many business owners, professionals, and accountants during this challenging time when there is so much to do, not only in our professional lives but in our personal lives as well.  During this year-end rush, it's easy to worry about how you'll manage the stress and ensure you not only get everything done but also find time to enjoy your holidays as well.  In today's podcast episode, I walk you through some of the steps I work on with my one-on-one clients.  These simple steps will help you navigate this busy time and help you savor the joy of the holidays.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or have a professional career, going into the holiday season with a plan, knowing the right balance between your professional life and your personal life, and making sure you take the time for your own well-being will definitely have an impact on every moment you get to enjoy during the upcoming holiday season… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Are you leaving thousands of dollars on the table before the year ends?In this episode of Life Changing Money, Barbara shares her top year-end tax strategies to help business owners keep more of their hard-earned money. From switching to an S-Corporation and prepaying 2026 expenses to leveraging your family and real estate for massive tax savings, this episode is your ultimate guide to lowering your tax bill before December 31.Barbara breaks down the biggest mistakes entrepreneurs make at year-end, explains how to accelerate deductions, defer income, and use the Augusta Rule to pay yourself tax-free. Plus, she shares her favorite retirement and family employment strategies that can save you tens of thousands in taxes all legally and strategically.If you're ready to make smart money moves before the year closes out, grab your notebook and tune in.Tune in to hear:Why becoming an S-Corporation could save you $15K–$30K every yearHow to prepay business expenses like rent, travel, and software to save nowThe smart way to use credit card points for personal travel through business spendingHow to legally pay your kids and spouse through your businessThe Augusta Rule explained: how to pay yourself tax-free using your homeRetirement accounts that actually make sense for entrepreneurs (and which to avoid)Why deferring income and accelerating expenses are key for year-end savingsReal client stories who saved six figures in back taxesJoin Barbara's free Year-End Tax Savings Masterclass! Comment “year end” on Instagram @yourtaxcoach or @barbaraschreihans to get your link.Making over $200K a year? Schedule a free strategy call at yourtaxcoachscheduling.com to see how Barbara and her team can help you save big on taxes.How To Get Involved:Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you.Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits.When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets!Do you have a burning question that you'd love to hear answered on a future show?Please email it to: podcast@yourtaxcoach.bizSign Up For Our NewsletterLife Changing Money PodcastGet Tax Help!

As the year comes to a close, we pause to reflect on what wellness truly means in medicine and radiology. Sherry Wang, MD, joins host Surbhi Raichandani, MD, for an honest conversation on burnout, gratitude, and rediscovering purpose in the small moments that sustain us.

Despite disappointing economic data, treasury yield dynamics, particularly the widening 2-10 spread, are supporting financial and industrial stocks, making a year-end market grind higher plausible. Justin Bergner notes that a hawkish Federal Reserve rate cut is likely, conditioning the market for less frequent cuts. He highlights regional banks and short-cycle industrial stocks as potential opportunities, given their underperformance and improving macro indicators.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

As the year winds down, charitable giving becomes more than a goodwill gesture—it can be a powerful tax-saving strategy for shop owners. CPA and automotive financial advisor Nick Papakyrikos returns to Ratchet+Wrench Radio to explain how to make donations the smart way, from gifting appreciated stock to using donor-advised funds, navigating upcoming 2026 rule changes, and choosing the right timing based on your shop's financial performance. If you want your generosity to work harder for both your business and your community, you won't want to miss this discussion.

Kicking off my chronological review of pop music across 2025 with Tate McRae's 'So Close To What' & Lady Gaga's 'MAYHEM.' Both artists kicked off in Q1 with some of the years most defining albums, and in this episode I'm breaking down the strengths and weaknesses of both projects in reference to the specific artists catalog, and the grand scheme of pop music at large. Plus, I'll be diving into the campaigns surrounding each album and how they tie to both longevity, public narrative, and their own Grammy chances. Did these albums hold up after months? Did the campaigns promoting the album help the artists reach their potential? I'll also be giving a special shoutout to another great Q1 project, which is 'SALVATION' by Rebecca Black.

Austin Peiffer, Associate Attorney with Ag and Business Legal Strategies, says buying an expensive purchase to save on taxes may not be the best strategy. NAFB News ServiceSee omnystudio.com/listener for privacy information.

On this episode of Through The Pines we'll cover your year-end financial planning checklist!   Maxing out Retirement Contributions Harvest Investment Taking Required Minimum Distributions Charitable Gifts Deferring Income Roth Strategies Spending FSA Funds Portfolio Rebalancing Evaluating Business Retirement Plans Updating Estate Plans Reflecting on Financial Goals   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah -  Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -    Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: planwithbaxter.com This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.   ***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   WATCH & SUBSCRIBE to us on YouTube @throughthepines LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.   Through the Pines Podcast Copyright, The Banyan Collective - 2025   #podcast #money #wealth #retirement #financialplanning #finances #networth 

In this conversation, Jon Sanchez (Sanchez Gaunt Capital Management), Dwight Millard (Highlands Mortgage) and Cory Edge (Edge Realty) discuss year-end strategies for real estate investors, emphasizing the importance of preparing for tax deductions and understanding market dynamics. The discussion includes insights on the current economic landscape, market recap, and effective tax strategies for investment properties, including cost segregation and 1031 exchanges.Chapters00:00 Introduction 08:14 Year-End Real Estate Strategies11:54 Market Recap and Economic Insights13:59 Navigating Year-End Home Buying Strategies18:00 Maximizing Investment Property Returns19:28 Year-End Tax Strategies for Real Estate Investors29:01 Executing 1031 Exchanges and Refinancing Options30:15 Disclaimer

As we close out 2025, 1517 and the Podcast Network are asking listeners to support our mission to declare and defend the good news that you are forgiven and free on account of Christ. This Advent, we're focusing on how Christ alone brings sinners home. That's the message we proclaim week after week through podcasts, sermon helps, videos, and articles and it's the message your financial support carries into 2026 and beyond. Help Us Reach Our Goal

As we close out 2025, 1517 and the Podcast Network are asking listeners to support our mission to declare and defend the good news that you are forgiven and free on account of Christ. This Advent, we're focusing on how Christ alone brings sinners home. That's the message we proclaim week after week through podcasts, sermon helps, videos, and articles and it's the message your financial support carries into 2026 and beyond. Help Us Reach Our Goal

As we close out 2025, 1517 and the Podcast Network are asking listeners to support our mission to declare and defend the good news that you are forgiven and free on account of Christ. This Advent, we're focusing on how Christ alone brings sinners home. That's the message we proclaim week after week through podcasts, sermon helps, videos, and articles and it's the message your financial support carries into 2026 and beyond. Help Us Reach Our Goal

As we close out 2025, 1517 and the Podcast Network are asking listeners to support our mission to declare and defend the good news that you are forgiven and free on account of Christ. This Advent, we're focusing on how Christ alone brings sinners home. That's the message we proclaim week after week through podcasts, sermon helps, videos, and articles and it's the message your financial support carries into 2026 and beyond. Help Us Reach Our Goal

Dec 1, 2025 – As year-end approaches, prioritize Roth conversions before December 31st to capitalize on low tax rates. Complete critical actions like 529 contributions, gifting, RMDs, and charitable distributions by year-end to ensure tax benefits...

Good morning, good afternoon, and good evening, investors! Scott Carson here, fresh off a laptop-free Thanksgiving (a rare feat, I know!) and ready to kick some serious butt – because the year isn't over yet! While most folks are hitting the snooze button until January 1st, we're talking about making December count. If you're not already planning for a "14-month year" in 2026, you're already behind the eight ball. Forget flimsy New Year's resolutions; we're setting real goals and leveraging savvy strategies that'll make your competitors wonder what in the hell you're doing right!I recently dropped an episode with Corey Long (seriously, go listen to it!) that proved how AI is changing everything in business. And today, I'm showing you exactly how to integrate these game-changing tactics, plus some old-school smarts, to stand out from the crowd, raise capital, and find more deals than you can shake a stick at. Stop waiting for deals to fall into your lap, and let's get you in front of more eyeballs and earballs!In this episode, you'll learn:The Power of the Evergreen Pitch Deck: Don't just record your pitch deck once and forget it! Learn to update, record, and constantly rebroadcast it across YouTube, LinkedIn, and your email footers. It's your 24/7 offer machine, constantly working to attract investors and grow your brand.Become a Podcast Guesting Guru: Forget starting your own podcast (unless you want to!). Discover how being a guest on other people's shows is a credibility goldmine. Use tools like Listen Notes to find relevant podcasts, craft a compelling media one-sheet, and share your real-world case studies to reach new audiences and raise capital effectively.Leverage AI as Your Marketing Wingman: Say goodbye to writer's block! Learn how ChatGPT can craft compelling emails for IRA investors or perfect LinkedIn posts, saving you time and making your outreach sound professional. Zero excuses for not communicating your value!Strategic Networking & Goal Setting: Ditch the passive approach! Actively network at local REIA clubs and events (even holiday parties!). Plant seeds, collect business cards, and consistently follow up. Your "New Year" starts NOW – set 2-3 income-focused goals and use these weeks to lay the groundwork.Why You Must Adapt (or Get Left Behind): The market is changing, and doing business the "old way" is a recipe for mediocrity. Embrace AI, leverage social media, and find creative ways to get your message out. Most people aren't doing this, so when you do, you'll get results most only dream of.Look, you don't need a Harvard MBA to dominate. You just need to show up, be consistent, and leverage the tools available. The note business is booming, foreclosures are rising, and opportunities are everywhere for those prepared to seize them. Don't be that person nursing a turkey hangover in January!So, go out there, kick some ass, take some names, and get those podcast guest spots booked! If you want to refine your strategy or just pick my brain, hit me up at TalkWithScottCarson.com. Let's make 2026 your most productive and profitable year yet by building that credibility exponentially. Go out, take some action, and we'll see you at the top!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Scott Wapner and the Investment Committee debate whether stocks can rally into year-end as the final month of trading is underway. Plus, Josh Brown spotlights three stocks in his "Best Stocks in the Market." And later, the desk shares their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You're listening to Healthy Wealthy Wise Artist, the podcast that helps artists, performers, makers, storytellers, and creative souls of any kind reconnect with their creative identity in a world that moves too fast.In this episode:

Most people wait until January 1 to get focused and start strong, but that is exactly why they lose momentum. Professionals prepare before the year ends. In this episode, Todd Falcone shares the exact year-end habits he uses to set himself up for clarity, organization, and a strong start to the new year. Watch or read the full episode here: https://ToddFalcone.com/episode348  Inside this episode: • The year-end habits that elevate your productivity • How reviewing your calendar reveals missed opportunities • Why checking your outreach history uncovers forgotten prospects • How daily previews eliminate stress and increase consistency • Why weekly reviews and previews transform your organization • How these habits create massive momentum going into the new year If you want to enter January 1 already in action instead of trying to warm up, this episode is your roadmap. If you are ready to stop hesitating and start building with confidence, this video will give you the clarity and direction you need.

Marty, Eric and Dave review the latest news, some exciting patents, and make their AVP app and games pick of the year. PatentsMake XR Feel Natural: Apple Patent designed to Keep Virtual Content Comfortable During Head Movementhttps://x.com/PatentlyApple/status/1995183850398625987Look to Wake: Apple Patents Waveguide "Gaze-to-Wake" Gratings for Future AR Glasseshttps://x.com/PatentlyApple/status/1995164472496029782 Apple Files Patent for Vision Pro Audio Enhancement Accessoryhttps://x.com/PatentlyApple/status/1994809120617357700 Cool by Design: Apple Patents a Glasses Arm that Routes Heat away from Your Headhttps://x.com/PatentlyApple/status/1994787469733286097 Reviews of AVP M5 Apple gave Vision Pro two big, very needed upgrades recentlyhttps://9to5mac.com/2025/11/28/apple-gave-vision-pro-two-big-very-needed-upgrades-recently/ Vision Pro M5 review: It's time for Apple to make some tough choiceshttps://arstechnica.com/gadgets/2025/11/where-apples-vision-pro-stands-today-post-m5-refresh/ Vision Pro M5 Evaluation: Analyzing Apple's Key Choiceshttps://lonelybrand.com/blog/vision-pro-m5-evaluation-analyzing-apples-key-choices/ Ars Technica reviews Apple's M5 Vision Pro: 'Hope Apple keeps working on it'https://macdailynews.com/2025/11/26/ars-technica-reviews-apples-m5-vision-pro-hope-apple-keeps-working-on-it/ Apple's Rumored Smart Glasses: The 'Vision Pro Killer' We Didn't Expecthttps://www.geeky-gadgets.com/apples-smart-glasses-2026/AVP vs. the competitionM5 Apple Vision Pro vs. Steam Frame: Spatial computing vs. VR gaminghttps://appleinsider.com/inside/apple-vision-pro/vs/m5-apple-vision-pro-vs-steam-frame-spatial-computing-vs-vr-gaming Pico Reportedly Releasing Vision Pro Competitor in 2026 with Self-developed Chiphttps://www.roadtovr.com/pico-vision-pro-competitor-specs-release-date/ AVP and enterpriseDoes the Vision Pro have a home in the enterprise?https://www.computerworld.com/article/4091432/does-the-vision-pro-have-a-home-in-the-enterprise.html Real Madrid and Red BullReal Madrid partners with Apple on immersive Vision Prodocumentarv & next-gen fan experiencehttps://blooloop.com/real-madrid-vr-experience/ Real Madrid plans 'infinite stadium' for the Apple Vision Pro https://www.avinteractive.com/territories-news/europe/more-than-100-cameras-film-real-madrid-for-apple-vision-pro-25-11-2025/ New Apple Immersive Content Coming Soon toVision Pro From Real Madrid and Red Bullhttps://www.roadtovr.com/apple-vision-pro-immersive-video-red-bull-real-madrid/ AVP processing heartbreak with BjorkEditorial: Processing Heartbreak in Vision Pro with Bjork's Vulnicura VRhttps://appleosophy.com/2025/11/26/editorial-processing-heartbreak-in-vision-pro-with-bjorks-vulnicura-vr/ AVP for 30 days  Becca Farsace had Apple Vision Pro replace her other screens for a monthhttps://9to5mac.com/2025/11/26/becca-farsace-had-apple-vision-pro-replace-her-other-screens-for-a-month/ What are your app of the year and game of the year for AVPEricApp - Screenshttps://apps.apple.com/us/app/screens-5-vnc-remote-desktop/id1663047912?platform=vision Spatial Galleryhttps://spatialgallery.apple.com/item?id=IgZurQ2WYwX2 Game - What…If (from 2024)https://apps.apple.com/us/app/what-if-an-immersive-story/id6479251303 What…If from 2024DaveApp - Fishing Haven & Apple TV https://apps.apple.com/us/app/fishing-haven/id6737493339https://apps.apple.com/us/app/apple-tv/id1174078549?platform=visionGame - Solitaire by Mobilityware​​https://apps.apple.com/us/app/solitaire-by-mobilityware/id1556715867?platform=visionMartyApp - OmniFocus 4 & Fantastical https://apps.apple.com/us/app/omnifocus-4/id1542143627https://apps.apple.com/us/app/fantastical-calendar/id718043190Game - Puzzling Placeshttps://apps.apple.com/us/app/puzzling-places/id6473639841 Website: ThePodTalk.NetEmail: ThePodTalkNetwork@gmail.com 

In this episode, Eloise Goulder speaks with Andrew Tyler, Global head of Market Intelligence, and Federico Manicardi, International head of the Market Intelligence at J.P. Morgan. They discuss strength in equity markets over 2025, from the macro backdrop to corporate earnings and central bank policy. They also explore the relative outperformance in EM, Europe and several APAC markets, as well as the respective drivers for these moves. Finally, they hone in on highest conviction opportunities for equities into year-end, plus key catalysts and risks to watch in the weeks ahead.    This episode was recorded on December 1, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

In this episode, we dive into our annual budget review and build out our full 2026 budget inside LMN for Brian's Lawn Maintenance. I walk you through why this is the most important end-of-year task, how it shapes your pricing and profit for next season, and why getting your numbers dialed in now sets you up to win big in 2026. Let's get our ducks in a row and go into the new year with clarity, confidence, and a rock-solid plan.

Join the community built to help you master your money, stay accountable, and reach financial freedom.

If you want your year-end emails to stand out in the noisiest inbox season of the year, this Working Session is your new playbook. We brought in marketer and dynamic-content expert Caroline Griffin to break down the simple personalization shifts that make every donor feel seen—so your emails land, resonate, and inspire action.Top 3 Takeaways:Make Personalization Actually Personal — Go beyond “Hi {{ first_name }}.” Use giving history, donor status, or meaningful milestones to help supporters recognize their own impact—and feel connected to your mission.Segment Smarter, Not Harder — Data not perfect? No problem. Segmentation by donor behavior (last gift, last year, lapsed, monthly) allows you to tailor messages without relying on risky merge fields.Honor Donors by Adjusting Your Messaging — Once someone gives, they shouldn't keep receiving asks during year-end. Excluding recent donors, or swapping in a gratitude version, strengthens trust and donor love.This episode digs into practical, approachable ways to bring more humanity and relevance to your year-end email strategy—no fancy tech required. Welcome back to Working Sessions: hands-on, clarity-filled conversations designed to help you move real work forward inside your organization.Let's get to work.Episode HighlightsWhy Dynamic Content Is the Nonprofit Email Superpower No One's Using (01:11)Beyond Merge Tags: Getting Creative With Donor Personalization (02:23)Using Giving History and Impact Data to Deepen Donor Relationships (03:13)Re-engaging Lapsed Donors Through Smart Dynamic Content (04:33)Data Accuracy Tips: What to Do When Merge Tags Go Wrong (05:10)Segmenting Donors Based on Recent Giving Activity (06:21)The Donor-Respect Rule: Excluding Recent Givers From Appeal Emails (07:39)Automating Segmentation and Exclusions in Your Email List (08:52)Seeing Year-End Emails Through the Donor's Eyes (09:59)www.weareforgood.com/episode/662//Join the We Are For Good Community—completely free.Join fellow changemakers, share takeaways from this working session, and keep collaborating in a space built for connection, inspiration, and real impact: www.weareforgoodcommunity.com Say hi

Year-end is one of the most strategic times for Federal Employees to review their financial picture, retirement timeline, and tax exposure. In this episode, Micah Shilanski, CFP®, and John Raleigh, CFP®, walk you through the essential steps you should take before December 31st to stay on track and avoid costly mistakes in the new year. As Micah says, "Small decisions at year-end can produce big results over the next 10 years." This episode is your clear, simple, actionable guide to finishing the year strong and entering 2026 with clarity and confidence. https://zurl.co/NlW9y