show episodes
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, our Tax Minimization Program and more on our website: www.TaxSavingsPo ...
 
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The Standard Deduction

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The Standard Deduction

Candace Varner, Ben Hake, Peter Mallouk

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The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to fin ...
 
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
 
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
 
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
 
Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
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ChooseFI

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ChooseFI

The Unstuck Network

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
 
Mark J. Kohler and Mat Sorensen, Tax Attorneys, Investors, and Entrepreneurs host the Main Street Business Podcast (Formerly the Refresh Your Wealth Show). The show covers, tax strategies, rental real estate, self-directed IRAs, legal strategies, business topics, and asset protection. They break down difficult topics such as LLCs, corporations, estate planning, raising capital, and retirement planning. They have a knack for explaining important and complex topics in an engaging and entertain ...
 
Each episode of Practical Tax Talk™ features a discussion about a tax topic with tips and resources to help you manage your tax situation. We invite people like you, organizations, and a range of tax experts and practitioners to share stories and experiences connected with the topic to help you understand and plan for tax consequences triggered by life and financial events.
 
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks is Atlanta's longest running, most respected money show on radio.
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
Saving, spending, planning — you've got money questions and we've got answers. Every week host Alison Southwick and personal finance expert Robert Brokamp challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves. Send your questions to answers@fool.com.
 
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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Garry Thurman and Tyde McIntosh bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and redu ...
 
Wealth Creator Radio – a place where you can get straight-forward advice on how to plan for a secure and comfortable retirement without the jargon, confusion and high-risk strategies of most financial shows. Eric Heckman is a Certified Financial Planner®, a Registered Tax Return Preparer, founder of the non-profit Financial Knowledge Institute and author of Worry Less Wealth. Eric answers financial questions submitted via the form below or by phone at (408) 297-9800. Learn strategies for tod ...
 
The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
 
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
 
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
The word 'Yadnya' means a holy fire where oblations and offerings are given while chanting hymns contributing to the moral and spiritual upliftment of the society.True to our name, we are offering our time, money and knowledge to the holy fire of financial literacy in India.Our Mission is to educate and simplify concepts of personal finance for every Indian!We are amalgamating technology with our financial planning expertise to help you meet your financial goals.
 
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Simply Tax

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Simply Tax

Damien R. Martin, CPA

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Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
 
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
 
This podcast will be a teaching, and hopefully entertaining vehicle whereby I will give brief business tips on topics I receive questions most often about and that I believe are valuable to my clients and partners and hopefully to everyone. As it evolves, I will add guests and intend for the first half of the interview to be about their business or vocation and the second half to be their choice, can continue to be about the business or it can be personal, sports, funny, NO politics.
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
Scott Phillips, Steven Cox, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, ...
 
The Young Turks is Home of The Progressives. Cenk Uygur, Ana Kasparian and a host of progressive voices deliver the news and provocative commentary. Whether you are seeking a breakdown of current events, politics and the mainstream media or just a quick laugh, the TYT daily podcast will always keep you informed and entertained.
 
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
 
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show series
 
Being ready for future taxes takes a plan. We discuss on the program today ways to strategize within your retirement plan. We will break down ways to keep your retirement savings as safe as possible. Procrastination can really impact your retirement plan, we chat about what not to put off. If you have any questions reach out to SDP Personalized Pla…
 
Federal tax legislation in 2017 limited the deductibility of state and local taxes for individuals to $10,000 per year–but subsequent IRS guidance and changes in state laws have provide an opportunity for taxpayers to select an alternative tax regime for savings. In this week’s Tax Credit Tuesday podcast, Michael Novogradac, CPA, Novogradac partner…
 
Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years ago. David and Scott then dive into Cash Balance Plans (CBPs). They discuss how these plans can be more favorable than other qualified plans, such as p…
 
Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This week Saba Khan outlines some potential ways to plan for the taxes of tomorrow. Visit 1890Wealth.com Call 800-730-3385.By Saba Khan
 
Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This week Joe Murphy outlines some potential ways to plan for the taxes of tomorrow. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.By Joe Murphy
 
On this episode Mike Jesowshek, CPA talks about reimbursing yourself from the business and the importance of having an accountable plan in place. 1) Operating As A Sole Proprietor or Single Member LLC, How Do I Reimburse Myself? 2) Operating As A S or C Corp, How Do I Reimburse Myself? 3) What Is An Accountable Plan? 4) How Do I Setup An Accountabl…
 
Joe Biden has talked about how his tax plan is cost neutral, where the increases in taxes on the wealthiest Americans will offset the costs. Maya MacGuineas recently took a look at the numbers to find out if that’s true. The Build Back Better Act is set to cost $2.1 trillion as it’s currently written. It relies on a number of sunsets and expiration…
 
In this week's episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021's tax planning season. Together, they discuss managing Backdoor Roth IRAs before the 12/31 deadline, changes to the relevant tax regulations, amended returns, solo 401k's for contractors and entrepreneurs, and so much more! Listen along to see if any o…
 
Rate & review the Simply Financial Podcast on ITunes Special Guest: David Harris, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team David W. Harris joined Nationwide in 1997. As a Vice President for the Nationwide Retirement Institute, Dave is dedicated to educating financial professionals, clients, plan sponsors and …
 
For the first time ever I'm going to have some extra cash flow each month. What should I be doing with it? Use my workplace retirement plan or use a brokerage account? Or something else? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel …
 
In this week’s episode, Brad and Jonathan discuss planning your short and longterm FI goals in a manner that is realistic to your current situation. By taking an approach that favors longterm success as opposed to rapid growth, you can position yourself in a manner that will allow for luck to strike as you continue your FI journey! Be sure to plan …
 
Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors. With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021. And oh yeah, in…
 
In the December 2021 episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the dynamics of running a family business. Often business owners think that they will be able to hire and take care of their family members and all will be happy. They forg…
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss the market performance and reaction to the reaction to the Omicron variant. D.J. and Josh team up to discuss a common fallacy among investors—that they can rely on a…
 
Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors. With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021. And oh yeah, in…
 
The parents of the Michigan high school shooting suspect have been charged with involuntary manslaughter in connection with the rampage. Democrats have promised legislation to codify Roe v. Wade and preempt the Texas law, but they’ve chosen to leave it sitting with a congressional panel. Ron DeSantis, the governor of Florida, has proposed an extrao…
 
On today’s program strategies to protect your retirement nest egg. Tips to get the most out of your 401K. Big decisions come with planning for your retirement and we will discuss these choices and how that will impact your golden years. If you have any questions about your retirement call Garry & Tyde at Guardian Investment Advisors 800-517-1575 Ne…
 
We look at ways to safeguard your retirement during these uncertain times. On the show today we take a look at options that may be better than a 401K. Have you ever thought about what questions people ask when they visit an advisor? We have the most asked questions and the answers. if you have any questions please contact Simon & Simon Financial 80…
 
To work or not to work in retirement, that is the question Joe Murphy tackles in this week's Wealth Health Radio. People work in retirement for a variety of reasons and some people love it. Others, not so much. Joe digs into the reasons why we choose to work or not work once we stop work. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.…
 
Huge topic this week! A man that needs no introduction, Grant Cardone, joins us today to discuss his newest investment opportunity in Florida! For the first time ever a normal or beginning investor can play with the big boys and invest in a huge multi-family real estate deal worth more than 230 million dollars. The best part, they are taking the in…
 
With a backdoor Roth out of the question, am I better off making a non-deductible contribution into a tradition IRA or using a taxable brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Lea…
 
Carl Davis of the Institute on Taxation and Economic Policy discusses the biggest trends in state tax policy this year and those likely next year, including the implications of the Build Back Better Act. For additional coverage, read these articles in Tax Notes: Arkansas Taxwriters Float Plan to Cut Income Taxes Maryland AG: Digital Ad Tax Is Not a…
 
Getting couples to align their goals and priorities with their personal finances is often easier said than done. This is when the power skills in the non-technical side of personal financial planning become crucial to use. In this episode of the PFP Section podcast, Christine Moriarty, answers the following questions. How and when do you start the …
 
Show intro (00:27) Inflation over the years (1:47) Understanding the relationship between inflation and interest rates, differences in life over the years, and acknowledging advancements in technology Investing has evolved, addressing how technology has impacted investing and acknowledging investors may be concerned with inflations impact on their …
 
A lot of people feel behind when it comes to saving for retirement. What are some ways we can catch up? Even if you don’t feel behind these are great tips to keep in mind to save a bit more as you get closer to retirement. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-112-retirement-late-bloomers/ What we …
 
I don't hear much talk about HSAs, and now I'm starting to wonder if I'm making a mistake by using one? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoice…
 
🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 19 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Emma Tookey, Senior Retirement Sales Executive at T. Rowe Price, to discuss the latest developments in the 401(k) space, the Fiduciary duties of Trustees and Administrators, and what it’s lik…
 
Reporter and journalist Matt Bevan, has a great way of summarising complex topics and issues for the everyday person to understand. Matt hosts the ABC podcast, 'China, If You're Listening', and joins Glen and Shelley Johnson (host of my millennial career) for a chat about the relationship between Australia and China and its influence on our economy…
 
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming the frugality that stems from a lifetime of saving is one way to live a life free of regret in retirement. To ensu…
 
On this episode Mike Jesowshek, CPA talks about last minute tax strategies that are available to business owners that need to be implemented before year-end. 1) High Level Quick Hit Year-End Items 2) Prepay Expenses Using the IRS Safe Harbor 3) Stop Billing Customers, Clients, and Patients 4) Buy Office Equipment 5) Use Your Credit Cards 6) Don’t A…
 
When we're talking about workplace retirement plans, HSAs and brokerage accounts, what's the appropriate hierarchy of savings? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choic…
 
As a financial advisor, David came up with the concept of the three buckets and a quick five-minute presentation to convey the idea to clients. This developed into an hour-long presentation which eventually became the seed of the Power of Zero book. It took David just three days to write the book because the core of the material was already in plac…
 
Because I'm concerned about bond yields, I moved my $1.3 million bond allocation to cash. Good move or did I make a mistake? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices…
 
Anthony Fauci said on Sunday that the omicron COVID-19 variant will “inevitably” hit the United States. The director of the National Institutes of Health stressed that the newly emerged coronavirus variant "ought to redouble" vaccination efforts and other mitigation strategies. Fox and Friends hosts suggest the new Covid variant was made up by the …
 
So great to have Aleks Nikolic from @brokegirlwealth on Insta, guest hosting this episode with Glen! Aleks and Glen get into these questions from the m3 community: 👉am I better off paying into my two children's HECs fees as opposed to giving them cash due to inheritance? 👉🏾how do you assess the risks of new and emerging thematic ETFs 👉🏿how the mone…
 
A mixed loan is a loan that has been used for more than 2 uses. An example is someone who has borrowed to buy a house paying extra off the loan and then using the redraw facility to borrow money to use as a deposit on an investment property. Mixed loans should be avoided in situations like this as every deposit into the loan will reduce the deducti…
 
Our topic on this episode of the Personal Finance Redefined podcast is about the 4 ways you can easily save on taxes. We're on YouTube! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call He…
 
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