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Are you missing out on some of the most powerful year-end tax strategies available to small business owners and entrepreneurs? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down 20 actionable moves you can still make before December 31 to save thousands on taxes and set yourself up for long-term financial success. From retroactive S-corp elections to HSAs, Solo 401(k)s, and smart income timing, this episode is your complete year-end playbook.Unlike generic tax tips you'll find online, these strategies are tailored for real entrepreneurs — whether you're running an LLC, managing rentals, or building your side hustle. Mark and Mat explain how to pay your kids the right way, leverage 100% bonus depreciation on vehicles and equipment, and take advantage of HRAs, Roth conversions, self-rental rules, and tax-loss harvesting before the clock runs out. They also share which moves are still possible after year-end and which deadlines you can't afford to miss.Whether you're just getting started or already running a profitable business, this episode will help you keep more of what you earn and make smarter tax decisions for 2025. By the end, you'll know exactly how to finish the year strong — and start the next one with a strategy that builds wealth, not stress.If you're serious about saving money, staying compliant, and maximizing every deduction possible, this is an episode you can't afford to skip!How to implement 20 year-end tax strategies that help business owners, investors, and the self-employed keep more of their moneyHow to use S corporation elections, payroll planning, and paying your children legally to reduce self-employment taxWhy HSAs, HRAs, and Solo 401(k)s are some of the most powerful tools for deductible medical and retirement planningHow to unlock startup deductions with a first sale and maximize write-offs through year-end equipment and vehicle purchasesSmart ways to shift income and expenses between tax years to optimize your tax bracketHow Roth conversions, rental real estate strategies, and the self-rental rule build long-term tax-efficient wealthWhy scheduling a personalized tax review ensures that these strategies are actually implemented before December 31Get 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=msbp601-20-year-end-tax-strategies 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!
As the year comes to a close, it's time to make sure your finances are in order before December 31st. In this episode, we go over a practical year-end checklist designed specifically for physicians to help you save money, reduce taxes, and start the new year on solid financial footing. We'll cover:How to maximize retirement contributions and employer matchesSmart ways to use your CME funds and professional allowances before they expireTax strategies to consider before year-end, including charitable giving and tax-loss harvestingWhat to check with your HSA, FSA, and dependent care accountsReviewing your investments, insurance coverage, and financial goals for the new year This episode will help you finish the year strong—organized, confident, and ready to make the most of your money in the year ahead.Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Nov 14, 2025 – Chris Hennessey shares tips on maximizing deductions, managing SALT limits, and estate planning essentials before 2026 tax law changes. Don't miss his expert advice for investors and high earners...
Have you ever gotten to the end of a year and thought, “How did I work this hard and still feel like I'm standing in the exact same spot?"If that question echoes what you're feeling in your heart right now—this episode is for you.Why This Episode Will Speak to YouThis isn't a polished highlight reel or a motivational pep talk. It's an honest, vulnerable conversation from someone who knows what it's like to wrestle with direction, discouragement, and the frustrating silence of God.Maybe you've done everything “right.” You set the goals, stayed consistent, and kept your faith. And yet—no breakthrough, no clarity, no doors opening.This is where Kevin meets you today: in that space of spiritual exhaustion and deep reflection.What You'll Walk Away WithA personal, unfiltered reflection on a year that felt more like survival than successReassurance that you're not alone in questioning your calling or feeling like your prayers are going unansweredA renewed sense of hope, reminding you that even when God feels silent, He's still moving behind the scenesReach Out To KevinIf something in this episode resonates with you and you'd like to reach out personally, Kevin would love to hear from you.Send Kevin an Email: Podcast@GritGraceInspiration.comReach Out to Kevin via the Website: GritGraceInspiration.comSend Kevin a Message on FacebookOr Message Kevin on LinkedInWhether you want to share your story, ask a question, or simply say hello—you are always welcome to reach out.Don't Forget to Hit PLAY!If you're feeling tired, questioning everything, or just need to know someone else understands the journey you're on—press play on this episode. You don't have to figure it all out right now. Just show up, take a breath, and know you're not alone.Hey, it's Kevin!I hope you enjoyed today's episode! If there is ever anything I can do for you, please don't hesitate to reach out. Below, you will find ALL the places and ALL the ways to connect!I would LOVE to hear from you! Send me a Voice MessageWant to be a guest on GRIT, GRACE, & INSPIRATION? Send Kevin Lowe a message on PodMatch!Book Kevin to Speak at Your Next Event: CLICK to Learn More + Get In TouchHire Kevin to Create Your Own Custom Soundtrack!Or for 1 Place for Everything, CLICK to visit the website!Stay Awesome! Live Inspired!© 2025 Grit, Grace, & Inspiration This podcast is designed specifically for those seeking healing from trauma, relief from anxiety, overcoming fear of the unknown, resolving isolation, rebuilding self-worth, confronting guilt and shame, personal growth after trauma, finding their life's purpose, recovering from emotional distress, conquering limiting beliefs, navigating identity shifts, building resilience, rebuilding relationships, coping with chronic pain,...
When the year starts to wind down, most people slide into a quiet pause without noticing it. They tell themselves they will handle their goals after the holidays. They stop checking in with their routines and drift into autopilot. It feels harmless at first, but it pulls them further away from the life they want to build. BOOK A CALL WITH PERRY: http://talktoperry.com TEXT ME: (208) 400-5095 JOIN MY FREE COMMUNITY: http://upsidedownfit.com The Legacy Continues with Syona and Tony Horton: https://sharesyona.co/?url=perrytinsley RESOURCES Best Probiotic for Gut Health: https://bit.ly/probyo Best Focus & Memory Product: https://bit.ly/dryvefocus Daily Success Habits (Free Download): morningsuccesshabits.com Best Home Workouts – Power Nation: https://sharesyona.co/?url=perrytinsley WOW! You made it all the way down here. I'm seriously impressed! Most people stop scrolling way earlier. You officially rock, my friend.
Is your retirement plan ready for the twists and turns of today’s economy? This episode explores how shifting tax laws, market volatility, and required minimum distributions impact your financial future. Damon Roberts shares real-life stories, practical strategies for tax efficiency, and tips for making smart moves before year-end. Whether you’re decades from retirement or already drawing income, discover actionable insights to help you navigate the new landscape. 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 week's Mitten Money episode, Will and Kevin open with conversation about Denver rent, kids' soccer, and Halloween traditions before shifting into the core topic: preparing your portfolio for year-end. They break down why this is the ideal time to reassess your financial plan, review upcoming cash needs, and decide whether to set aside funds in money markets or short-term municipal options.The discussion covers key strategies like tax-loss harvesting, managing capital gains distributions from mutual funds, staying mindful of Medicare IRMAA limits, planning RMDs and QCDs, and how to spread gains across multiple tax years to avoid unnecessary surprises.Kevin and Will also stress the importance of evaluating portfolio performance, checking for style or allocation drift after strong market years, and rebalancing to keep risk aligned with long-term goals.Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.
From understanding how taxes differ for S-Corporations and LLCs to deciding when to accelerate expenses or defer income, we break down what really matters — and what's just noise when it comes to your taxes. You'll also learn how to use deductions like the Augusta Rule, mileage reimbursements, and home office expenses the right way (with documentation that keeps you audit-proof).If you're a painting contractor or small business owner who's tired of getting surprised at tax time, this episode will help you make smarter financial moves, keep more of your hard-earned money, and start 2026 on the right foot.Need help planning financially or strategizing for taxes in your business? Schedule a free business analysis meeting with us at www.elitebusinessadvisors.com!
The Pet Shop Girls from Pet Product News with Sherry (Odyssey Pets) and Carly (House of Paws)
In this episode of the Pet Shop Girls podcast, Carly and Sherry break down essential year-end financial strategies for pet business owners. From managing inventory and understanding tax deductions to planning promotions and protecting your margins, this episode is your survival guide for closing out the year strong and stepping into the new one with clarity.Whether you're a seasoned store owner or just getting started, you'll walk away with practical advice to help you clean up your books, cash in on smart decisions, and (finally) clock out for a well-deserved break.
In this episode, I'm sharing practical, tactical advice to help you manage your year-end finances with confidence. It's easy to feel rushed this time of year, but slowing down and focusing on a few key tasks can make all the difference. I walk you through three essential steps: catching up on bookkeeping, finding and securing the right tax professional, and organizing your W-9s for 1099 filings. Tune in to take the stress out of year-end and set yourself up for a strong start to the new year. What you'll hear in this episode: [00:45] End-of-Year Productivity Tips [2:15] Financial Tasks to Complete Before Year-End [05:50] Securing Your Tax Professional [09:10] Review Vendor Payments for 1099s If you like this episode, check out: Essential W-9 Practices for Compliance Why The Rich Pay No Taxes and You Feel Left Out Don't Speed If You Can't Afford a Ticket Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/ Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.
In this episode of Protect Your Assets, David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today’s market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and portfolio rebalancing to make your money work harder before December 31. David also explains how retirees and pre-retirees can approach RMDs and qualified charitable distributions (QCDs), navigate changing healthcare costs, and think through AI-heavy tech exposure in their portfolios. If you’ve been wondering what to do before April 15 to potentially reduce your future tax bill and feel more in control of your retirement income plan, this episode offers clear, actionable guidance you can discuss with your financial and tax professionals. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin's “death cross.” Stephanie Aliaga from JPM Asset Management outlines the AI investment thesis, and Ben Bajarin of Creative Strategies weighs in on NVIDIA earnings and Apple succession plans. Drew Pettit of Citi explores thematic baskets heading into year-end, and Dallas Tanner, CEO of Invitation Homes, provides insight on the housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today on Window Treatments for Profit Feeling like your profit margin doesn't match your effort? You're not alone—and you're not doing anything wrong. But you might be missing what's quietly draining your bottom line. In Part 2 of our Year-End Tune-Up series, LuAnn gets laser-focused on the real reason profitability slips away—and spoiler alert: it's not just about how much you earn, it's about how much you waste. Drawing from years of experience running Window Works and coaching top-performing business owners inside the Exciting Windows community, LuAnn lays out a clear, no-nonsense plan to close the gaps and lock in your profit strategy for 2026. You'll walk away with practical tools to audit your expenses, rethink your marketing spend, and evaluate your team and pipeline through a profitability lens. Plus, you'll hear a powerful case study from Exciting Windows member Oana Molodi on how operational overwhelm nearly capped her growth—until she made one strategic shift. In this episode, you'll learn how to: Cut hidden expenses that quietly kill your margins Reinvest your dollars into high-ROI strategies Build a marketing budget that aligns with your revenue goals Review your pipeline and team to prep for 2026 growth Take real action—not just reflection—before the year ends Listen now and build your 2026 profit plan with clarity, confidence, and intention. Haven't heard Part 1 yet? Start there, then revisit the full audit series starting with Episode #221. 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: Episode 340WWLD: Year End Review, Part 1, The 4 Step Profit Fix Episode 108What Would Lu Do?: Year End 2022 – Questions to Ask Episode 114What Would Lu Do?: Year End: How to Plan Your Marketing Episode 116What Would Lu Do?: Year End Review: Apps, Tech, Memberships and More
This week's show covers asset allocation in an expensive market, rules-based inesting, low-volatility stocks, 2025 capital gains distribtions, and more!
Real talk:We're in the final stretch of the year.And this is the season when your energy can either feel focused and intentional — or completely scattered and drained.Between holiday plans, wrapping up work projects, social gatherings, and trying to finish the year “strong,” it's so easy to end up spending your energy everywhere — but not really investing it anywhere that truly matters.So today, I want to pause with you and ask a powerful question:
In this episode of Protect Your Assets, David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today’s market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and portfolio rebalancing to make your money work harder before December 31. David also explains how retirees and pre-retirees can approach RMDs and qualified charitable distributions (QCDs), navigate changing healthcare costs, and think through AI-heavy tech exposure in their portfolios. If you’ve been wondering what to do before April 15 to potentially reduce your future tax bill and feel more in control of your retirement income plan, this episode offers clear, actionable guidance you can discuss with your financial and tax professionals. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
Rusty Halvorson and Sarah Heinrich share some of this week's top stories in agriculture.See omnystudio.com/listener for privacy information.
Get your free copy of our End of Year Checklist now! Head to https://www.clinicmastery.com/free-resources Feeling the year-end chaos creeping in?In this episode of the Grow Your Clinic podcast, Ben, Jack and Hannah share how to take control of the holiday rush with a proactive end-of-year checklist. They break down practical steps to keep your clinic running smoothly — from locking in client bookings and team meetings to tightening up your finances and marketing. You'll learn how to maintain momentum through December, start the new year strong, and avoid the dreaded post-holiday slump. Plus, discover how small tweaks in planning and communication can turn the “Christmas crunch” into your clinic's most productive season yet.Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/ In This Episode You'll Learn:
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.
Sam, Steve, Jack and John break down the ATP Finals group stage with plenty of laughs and hot takes. Steve's bold call came true as Carlos Alcaraz clinched the Year-End No. 1. Sinner cruised through his group without dropping a set or a service game. Is he the real indoor favorite? Can Fritz rebound to finish as top American? Does De Minaur have a shot, or is he just another stepping stone? And can the winner of Zverev versus FAA derail a Sincaraz final? Sam also gives his essential review of Alcaraz's suit. We celebrate crossing one million Spotify streams and our nomination for a major award, then slide into classic Nothing Major territory. Sam shares his yoga class disaster, and we wonder why some guys insist on going shirtless in hot yoga. Ladies, we need your insight. 00:00 We're back! 00:26 Bobcat Encounter and Yoga Rant 01:22 Debate on Yoga Etiquette 02:58 Christmas Decorations and Music Preferences 03:26 ATP Finals Discussion 03:52 Alcaraz's Year-End No. 1 08:00 Fritz's Performance and Future Prospects 12:27 Sinner vs. Alcaraz: Who's the Favorite? 17:22 Shelton's Year in Review 19:06 Alcaraz and Sinner: The Final Showdown? 21:14 Danielle Collins' Search for Love 23:33 Goodbye and Final Announcements!
Farm Management Specialist Ron Haugen offers some year-end tax planning advice for farmers.See omnystudio.com/listener for privacy information.
In this episode, we discuss CIMA surveys, frozen assets reporting, the VASP regulatory forum, year-end reminders, and Cayman FSPs – preparing for the FATF fifth-round review.SPEAKERS:Adam Huckle, Partner | +1 345 814 5318 | adam.huckle@maples.com | View bioAnthony Mourginos, Partner | +1 345 814 5155 | anthony.mourginos@maples.com| View bioJo Ottaway, Associate | +1 345 814 5511 | jo.ottaway@maples.com | View bioRESOURCES:Visit our Regulatory Round-Up Blog for the latest developments and insights in the regulatory landscapeRELATED SERVICES:Maples Group Regulatory and Financial Services AdvisoryWith a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the offshore market.Follow Us: LinkedIn: https://www.linkedin.com/company/maplesgroup/Instagram: https://www.instagram.com/maplesgroup/Twitter: https://twitter.com/maplesgroupFacebook: https://www.facebook.com/maplesgroup/Website: https://maples.com/podcasts/15-15 Blog: https://maples.com/regulatory-round-up
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.
I use Sidekick to show you how to evaluate a portfolio plus a ton of looks at single stocks that have moved! Don't MISS the Black Friday sales! Here are the links to all the sales: TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED
This NDSU Ag Minute features Farm Management Specialist Ron Haugen. Haugen offers some year-end tax planning advice for farmers.See omnystudio.com/listener for privacy information.
Ben reacts to Carlos Alcaraz defeating Lorenzo Musetti and claiming year end number one in the process. He goes 3-0 and tops the group and is joined in the semis by Alex De Minaur who defeated Taylor Fritz in straight sets! ❤️ SUBSCRIBE TO GTL: https://bit.ly/35JyOhz ▶️ JOIN YOUTUBE MEMBERSHIP: https://bit.ly/3Fk9rSr
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.
As the year wraps up, it's time to make smart moves that can lower your tax bill and set you up for a stronger 2025. Don breaks down key year-end planning strategies- covering deductions, charitable giving, and state-specific opportunities- that could help you keep more of what you've earned. Don't miss these insights that might save you thousands before December 31! Here's some of what we discuss in this episode:
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.
Brian Levitt calls it a good time for “risk taking” and thinks we could see a “nice gain” before the end of the year. He says leading economic indicators are beginning to perk up around the world and believes the market will broaden out before 2026. He addresses concerns over credit card balances and likes the financial sector in general, including payment stocks like Visa (V).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
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
CEO Amplify | Business Operations, Sustainable Growth Strategies, Small Business Leadership
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
Small Business Sales & Strategy | How to Grow Sales, Sales Strategy, Christian Entrepreneur
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.
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
https://archive.org/download/princes-of-the-universe-435-fantastci-four/Princes%20of%20the%20Universe%20435%20Fantastci%20Four.mp3
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