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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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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, information on our software TaxElm and more on our website: www.TaxSav ...
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Welcome to Tax Bites with Poonam. Our goal is to take the stress out of your taxes with the help of new guests each episode.
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Welcome to “Teaching Tax Flow: The Podcast”, the show that’s all about demystifying taxes and helping you keep more of your hard-earned income in your pocket. Hosted by tax experts from the Teaching Tax Flow team, this unfiltered (but clean) podcast is designed to empower you with the knowledge and tools you need to confidently navigate the world of taxes. We’ll cover everything from understanding tax laws and regulations to maximizing deductions and credits. In each episode, we’ll break dow ...
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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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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 ...
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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/
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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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
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Are you a Christian longing to honor God in every aspect of your life, including your finances? The Ask Ralph Podcast is your guide to finding financial freedom, making wise money decisions, and aligning your resources with your faith. Your host, Ralph Estep, Jr., brings a unique combination of expertise and genuine experience to the table. He's an accountant, a business coach, a podcast host, an author, a farmer – but above all, a husband, father, and a man seeking to follow Jesus wholehear ...
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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.
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A podcast made to help financial advisors make the most of their client’s charitable giving.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
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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 ...
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Each week John Croze and John Goodhue of APO Financial give you the straight talk and honest answers you need to understand the complexities of retirement planning. John Croze uses his 30 years of teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a diffe ...
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A discussion of cutting-edge developments in tax, including up-to-the-minute changes in federal, state, and international tax law and regulations.
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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 [email protected] or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks: Your trusted resource for your money, your future, your life.
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The Business Buying Strategies Podcast comes from The Dealmaker's Academy, the world's leading training on buying and selling businesses - without risking your own money! Each week we talk to leading experts, discuss business buying strategies, offer hints and tips and cover the essential skills you will need to buy and sell businesses effectively.
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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 ...
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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Welcome to Tax Talk, your tax focused podcast for valuable small business strategies. Join CPA/Attorney Brad as he uncovers insights that could potentially save you $10,000 or more on average, while Army veteran and entrepreneur Josh challenges his conventional tax wisdom, asks the questions everyone is thinking, and tries to find legal ways around the tax laws. Schedule time to discover your tax overpayments --> https://calendly.com/exponential-lee/30min
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Erin Burnet OutFront: Out in the field. In front of the headlines. A courageous and unconventional nightly news program.
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The Retirement Blueprint Radio Hour is dedicated to helping those approaching or already in retirement, Retire and Stay Retired. Tim Lofton is the creator of The Retirement Blueprint. For over 30 years he has been helping individuals just like you, navigate the ever changing world of retiring with a proven process and written plan. The Retirement Blueprint is a process that helps develop a plan for the 'Five Cornerstones' of retirement planning: Income Plan, Investment Plan, Tax Plan, Estate ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well a ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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A bi-weekly podcast bringing you insights and advice from the accounting & tax industry's top experts and thought leaders. Learn more at IntuitAccountants.com/AccountTrends
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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Family Office Podcast - Private Investor & Investment Insights
Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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, an ...
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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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360 Retirement Planning and Tax Planning vs. Tax Preparation
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n this episode of the Make Life Happen podcast, host Paul Gebhardt talks with Keith Wiltfong of Capstone Planning about topics such as the expansion of Capstone Planning's new office, the holistic approach of 360 retirement planning, the importance of stress testing retirement plans, the value of working with a fiduciary, and the benefits of tax pl…
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The Complete Guide To Implementing Roth Conversions: Tax Strategy
26:21
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Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess. Understand the role of when conversions make sense and when they don't. That's what this episode is all about. Begin optimizing what you've worked so hard for and implement conversions when appl…
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How to Pay Taxes On A Roth Conversion | The Limitless Retirement Podcast
16:24
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Ever wondered how to strategically manage the tax implications of Roth conversions without falling into the trap of unexpected penalties? Join me, Danny Gudorf, as I uncover the essential tactics for optimizing Roth IRA growth and tax benefits in our latest episode. You'll learn how to transition funds from traditional IRAs or 401ks into Roth IRAs …
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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
54:46
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Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…
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The Retirement Plan For Small Business Owners You've Never Heard Of
8:58
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On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
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Harris, Trump Battle Each Other On High Prices, Tax Plans
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The battle over the economy heats up as Vice President Kamala Harris outlines her economic vision. She says her plan will bring down the cost of food, housing, and raising children. Do her proposals add up? Also, Trump and Harris are both gearing up to debate and we’re hearing new details about how they’re preparing. Learn more about your ad choice…
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Tailoring Your Financial Jersey for a Perfect Retirement Fit
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Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail from numbers to names can define your financial future. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript: Marc Killian: Imagine your retirement plan as a sports jersey, customized just…
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286. How the Trump & Harris Tax Plans Could Impact Real Estate Investors
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In this episode, Thomas and Ryan review the proposed tax plans of current presidential candidates and how these changes might impact real estate investors. Here’s what they cover:- Biden and Kamala Harris’s proposed tax increases and credits for affordable housing.- Trump's proposed tax cuts and extensions of existing tax laws.- Common themes of hi…
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Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489
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The single biggest retirement planning mistake to avoid, the problem with tax professionals, and answers to some of the most frequently asked retirement questions we get on YMYW: should you name a trust as beneficiary on your retirement accounts? What’s the break-even point on a Roth conversion? What if you don’t have the money to pay the tax when …
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Learning Tax Planning Throughout Your Career with Brent Gargano
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In this episode, Steven is joined by Brent Gargano, a RTS Premierе Member and Financial Advisor. Brent has had several unique opportunities to learn the interworkings of taxes, both as an advisor and working for large custodians. He has also spent time as an adjunct professor, helping student learn through case studies and understanding the importa…
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Strategies for Selling Covered Calls, Capital Gains Tax & 529 Plans
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This episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans for education savings. Chad provides insights on the pros and cons of different financial strategi…
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A 401(k) is one of the most common retirement accounts that people have today. However, navigating the ins and outs of your 401(k) without proper guidance can be tricky. That’s why Frank is here to answer your top 401(k) questions in one comprehensive episode. Here’s some of what we discuss in this episode: 0:00 – Intro 3:37 – Work plan offers 401(…
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Episode 125: Efficient Tax Planning & Strategies with Mark Miller
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In this episode of the AIA podcast, host Alex Perny welcomes Mark Miller, President and CEO of Hilton Tax & Wealth Advisors, for a discussion on tax planning and strategies. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us …
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Why Income Planning is Essential for Retirement
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One of the biggest hurdles for retirement is getting past the idea of no longer having a paycheck coming in. That transition from saving to distribution can be daunting, but it’s essential for building a retirement plan that gives you the confidence to walk away from work. In this episode, we’re diving into one of the key pillars of retirement plan…
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How do I prepare for an audit of my home office expenses?
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Ever worried that claiming a home office deduction could lead to an IRS audit? Tune in to this episode of the Ask Ralph Show with Ralph Estep Jr. as he tackles the question of whether taking a home office deduction might lead to an IRS audit. How do I prepare for an audit of my home office expenses? With Ralph Estep, Jr. In this episode of the Ask Ra…
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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
1:54:44
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We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…
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Harris Storms GA As Dems See Opportunity; Trump Team Concerned
47:43
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Georgia is looking good for Harris as new polling just breaking shows a massive surge for Harris. Plus, a former Trump adviser says Trump wants to establish a Russia style oligarchy. Also, dozens of pro-Trump social media accounts are using stolen photos of social media influencers. Is it the work of state actors pushing Trump? Learn more about you…
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Corporate Structures, Risk Management, and the Buy & Build Strategy
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In this episode of Business Buying Strategies, we talk about insights on smart business acquisitions without risking personal capital. Jonathan shares key strategies from a presentation at the Marbella business retreat, emphasising the importance of getting corporate structures right and de-risking leases. The episode features a discussion with Ed …
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From NBA Courts to Venture Capital & Community Impact | Pro Athlete Interview Series - EP 16
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Send us a Text Message. In this engaging interview, former NBA player Mario West shares his inspiring journey from the basketball court to the venture capital and private equity space. 🌟 Career Highlights: Played for the Atlanta Hawks and New Jersey Nets. Spent six years playing overseas, totaling an impressive 10-year basketball career. 💪 Maintain…
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#523 Mastering the Real Estate Market in 2024 with Robert Helms
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Understanding Real Estate investing and the market in 2024 Join us with Robert Helms from The Real Estate Guys Radio Show as we discuss how rising interest rates impact the market and why a long-term perspective is key. Robert shares strategies for targeting the right markets and building a strong team. Plus, hear about Robert's 18-year-old son Eth…
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Episode 129: The Advantages of Private Credit with Don Pelgrim
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In this episode of the AIA podcast, host Alex Perny welcomes Don Pelgrim, CEO of AIA Securities, for a discussion on the advantages of private credit, evaluation criteria for real estate investments, and more. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest sp…
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How I Saved An Agency $15,000 In Taxes (In 12 Months)
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Send us a Text Message. Mike Jesowshek shares how he saved a small business owner over $15,000 in taxes in just 12 months. Mike breaks down the practical strategies implemented, including changing the business entity structure, maximizing home office and vehicle deductions, strategically categorizing business expenses, and more! Learn how these str…
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Why should I consider collecting social security benefits early?
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Have you thought about whether to start collecting Social Security benefits early? Tune in to this episode of the Ask Ralph Show with Ralph Estep Jr. as he explains the advantages and disadvantages of starting Social Security benefits early. Why should I consider collecting social security benefits early? With Ralph Estep, Jr. In this episode of the…
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In our eighth episode, Jarrad Brown and Joel Kerin explore the world of real estate in Singapore for Australian expats. Together, we also dive into key updates for the new financial year, including changes to super contribution limits and the latest non-resident tax rates in Australia. We’ll also cover essential tips for tax returns and discuss why…
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Special Counsel Files New Indictment Against Donald Trump
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A new indictment for Donald Trump as Special Counsel Jack Smith makes a brand new filing. Plus, Harris and Walz announce their first joint interview on CNN. Also, an environmental group is calling for Robert F. Kennedy Jr. to be investigated over a recently resurfaced incident described by his daughter in which he beheaded a whale carcass. Learn mo…
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#522 The Secrets To Scaling Your Business
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Join Mark J. Kohler and Mat Sorensen in this episode of the Main Street Business Podcast as they guide you through effective business scaling techniques. Learn about the strategic hiring of an executive assistant, the importance of establishing SOPs, how to manage onboarding and compliance to safeguard your expansion. Here are some of the highlight…
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Turning 'No' into 'Yes': Mastering Investment Structures to Secure the Deal
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Send us a Text Message. Learn how to turn a 'No' into a 'Yes' with mastering investment structures at the Family Office Club. Discover deal sourcing and strategic deal structuring to maximize your investments. Welcome to our deep dive into investment structures, where we explain why understanding and mastering these frameworks is essential for any …
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Case Study: Common Sense Financial Lessons
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Text us your financial questions! Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement. Read …
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Labor Data Drama: Incompetence or Political Spin?
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Rate & review the Simply Financial Podcast on ITunesBy Christopher Calandra
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6 Reasons to Spend Your Roth IRA in Retirement
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31:15
Having a Roth IRA in retirement can be very powerful. It allows you to make tax-free distributions for retirement income and gives you flexibility around your tax brackets... But I've noticed one thing. I/we as financial planners often suggest taking from your Roth IRA last for income in retirement so it has more time to compound tax-free. While th…
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Exchange Funds Explained, Roth Conversion Timing - 492
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What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what should be the timing and ordering of Billy Joe and Bobby Sue’s Roth conversion strategy to help them achieve 33 years of retiremen…
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288. Analyzing 7,000 Properties: How To Maximize Cash flow Today with Chris Lopez
53:42
53:42
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53:42
In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.They cover: - A deep dive into cash flow by property type, with a focus on multifamily propert…
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How to Thrive in Retirement by Embracing the Unknown
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34:35
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34:35
Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within the year. In his conversation with James, Chris, who could be described as goal-oriented and one who likes to be prepared, talks about the pros and cons of retire…
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Ep. 98 | Avoiding the Top 3 Tax Landmines That Could Cost You BIG $$
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Welcome to Episode 98 of the Teaching Tax Flow podcast! In this episode, hosts Chris Picciurro and John Tripolsky delve into the often-overlooked pitfalls in tax planning, aptly referred to as the "Top Three Tax Landmines." They aim to educate real estate investors and other listeners on how to navigate the treacherous waters of tax obligations. Th…
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Are you using technology to build real connections, or is it becoming a way to avoid genuine human interaction? Have you ever spent hours scrolling through social media, only to feel even more disconnected? Or noticed that your online relationships just don’t have the same depth as in-person ones? Tune in to this episode of the Ask Ralph Show with …
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How Much Do I Need to Retire? 5 Numbers to Help You Decide | The Limitless Retirement Podcast
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“Remember to overestimate your expenses and build in a margin for unexpected costs and consider the impact of taxes in retirement.” Without the right strategy, planning for retirement can be overwhelming. In this episode, you'll take the first step towards creating a personalized retirement plan simply by taking stock of five essential numbers. “Fi…
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“Why Am I Doing It?”: Trump Casting Doubt On Harris Debate
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The Harris campaign is taking on former President Trump as he threatens to drop out of the upcoming debate. We have new reporting on what is happening inside the Trump campaign. Plus, the Department of Justice is trying to revive the Trump classified documents case. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Common Capital Raising Mistakes & Expert Tips from $7 Billion Capital Raiser
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Send us a Text Message. In this video, Richard C. Wilson dives into common mistakes made in capital raising and how to avoid them. From over-promising returns to lacking basic professionalism, these pitfalls can undermine your efforts and credibility. Why having high conviction in your model and demonstrating seriousness with a professional domain …
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In this episode coach Croze and Jeff welcome Kaitlin from the Denver office to discuss market conditions, overcoming common retirement fears. They answer listener questions, and discuss 7 tax-free investment for your portfolio.By John Croze, John Goodhue
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Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
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Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various financial terms in plain English. Carl's situation as a 58-year-old with a diversified $1.1 million nest …
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Simple Way To Increase Your Social Security Benefit (As A High Income Earner)
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This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…
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In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims…
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How does my retirement balance compare to other people of my same age?
15:45
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Are you struggling to keep up with your retirement savings? Tune in to this episode of the Ask Ralph Show with Ralph Estep Jr. as he dives into the important topic of saving for retirement. How Does My Retirement Balance Compare to Other People of My Same Age? With Ralph Estep, Jr. In this episode of the 'Ask Ralph' show, host Ralph Estep Jr. delve…
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Do you ever feel like God might be speaking to you, but you're unsure how to hear His voice? Tune in to this episode of the Ask Ralph Show with Ralph Estep Jr. as he talks about how to understand God's will when facing big life decisions. How Do I Discern Gods Will For My Life? With Ralph Estep, Jr. In this episode of the Ask Ralph show, Ralph addr…
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In this episode of Retirement Roadmap with Mark and Evan Fricks we look at what U.S. News and World Report lists as The 10 Biggest Regrets of Retirees. We share from our experiences in financial services how these common regrets can impact your retirement roadmap. Have a topic or question you'd like Mark and Evan to address in a future episode? Ema…
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