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, information on our software TaxElm and more on our website: www.TaxSav ...
  continue reading
 
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
  continue reading
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
  continue reading
 
Artwork

1
Canadian Wealth Secrets

Kyle Pearce, Jon Orr

Unsubscribe
Unsubscribe
Wöchentlich+
 
Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
  continue reading
 
Wealth Wise Women is the podcast dedicated to empowering women to take control of their financial future. Hosted by Wes Cuprill, a seasoned financial advisor, this show offers expert advice and practical strategies for women approaching retirement or navigating major life transitions. From investment strategies and tax planning to lifestyle preservation and financial confidence, we break down complex topics to give you the clarity you need to retire with peace of mind. Tune in weekly to hear ...
  continue reading
 
Artwork

1
The Real Money Pros

The Real Money Pros

Unsubscribe
Unsubscribe
Wöchentlich
 
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
  continue reading
 
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you ...
  continue reading
 
Artwork
 
A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
  continue reading
 
On the Journey to Multifamily Millions Podcast, we set out on the journey of building wealth through multifamily real estate together, talking to experts in the field every step of the way. It doesn't matter if you're new or experienced, every journey starts with a single step and there's always more to learn. This is the Journey to Multifamily Millions Podcast with your host, Tim Little.
  continue reading
 
Artwork

1
Wolf Financial Podcast

Wolf Financial Podcast

Unsubscribe
Unsubscribe
Monatlich+
 
Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities
  continue reading
 
How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
  continue reading
 
Each episode of the Excellent International Executive podcast will provide case studies, strategies, tactics, and examples from seasoned global leaders. The Excellent International Executive podcast is produced to support your leadership development. Subscribe today to learn about top global leaders and how they navigated the complexity of the global market. Your host is Dr. Katrina Burrus. She is the First Master Certified Coach from the International Coach Federation in Switzerland and fou ...
  continue reading
 
Welcome to Real Estate Lowdown, the ultimate podcast that will transform the way you think about real estate investing. I'm your host, Bill Bymel, CEO of First Lien Capital and author of the bestselling book, Win Win Revolution: An Insider's Guide to Investing in the Secondary Mortgage Market. Real Estate Lowdown is not your typical scripted podcast. We're all about unscripted, engaging, and informative conversations that will leave you hungry for more. Join me as I sit down with savvy, seas ...
  continue reading
 
Artwork
 
What if you decided that mediocre was no longer an option? What if you decided that TODAY is your day to stop waiting for permission to pursue the life of your dreams? This IS your wake-up call to disrupt your default life & get you on the path to Greatness! It is often said that you should be working ON your business, not IN your business. Your money must serve you, not the other way around. If you're enjoying significant success in your current ventures, how about bringing it to the next l ...
  continue reading
 
Loading …
show series
 
Shauna Wekherlien, the Tax Goddess, is a two-time published author and the Founder of Tax Goddess Business Services, a fully digital firm with a skilled team worldwide that have saved their clients over $1 billion in taxes - a testament to her meticulous approach and the trust she's built in the industry. Shauna shares her incredible journey from s…
  continue reading
 
The episode began by highlighting the surprising fact that Social Security benefits can indeed be subject to federal income tax, based on an individual's combined income and filing status. The host emphasized the importance of understanding how and why Social Security benefits are taxed, as well as the potential impact it can have on one's retireme…
  continue reading
 
Are you making the million-dollar mistake of paying off your mortgage too soon, missing out on greater wealth opportunities? In this episode, Kyle Pearce reveals a common financial misstep that many homeowners make: paying off their mortgage too aggressively. While it may seem like the smart choice to get rid of debt quickly, you could be locking a…
  continue reading
 
Sitting down to do a tax projection can make a huge impact on the amount of taxes you pay – but you have to do it before December 31! Whether you’re expecting next year to be a high- or low-income year, join us as we discuss how a tax projection can help minimize your tax burden. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Me…
  continue reading
 
Welcome to the Journey to Multifamily Millions podcast, where we speak with professionals on financial topics! Ken Gee, the founder of KRI Partners and a real estate private equity specialist with more than 26 years of experience, is our guest for this episode. Ken takes us back to his early days, describing the difficulties he faced when managing …
  continue reading
 
In this episode of the Wealth Wise Women podcast, host Wes Caprill explores the evolving role of technology in the financial advising industry, with a particular focus on robo advisors. Wes examines the initial promise of robo advisors to democratize investing and the reality of their impact on the industry. Discover why, despite their appeal and l…
  continue reading
 
In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…
  continue reading
 
Rob Dubinsky, known as the People's Economist, joins us for an enlightening conversation on the complex world of commercial real estate. With over three decades of experience in financial services, Rob offers invaluable insights into the ongoing challenges faced by the industry and introduces his initiative aimed at democratizing personal finance t…
  continue reading
 
Send us a text Do you know how to unlock the power of tax-free retirement savings using a Mega Backdoor Roth? In this episode, Mike Jesowshek provides a beginner's guide to building a Mega Backdoor Roth IRA in 2024. He explains the differences between traditional and Roth IRAs, then details how to maximize retirement savings using the Mega Backdoor…
  continue reading
 
Are you prepared to protect your wealth and pass it on to future generations, all while enjoying your financial gains today? In this episode of Canadian Wealth Secrets, Kyle Pearce and Jon Orr dive into the intricacies of the "waterfall method" and its powerful role in wealth transfer. This concept is especially critical for business owners and hig…
  continue reading
 
In this episode, we dive deep into the complexities of retirement planning, focusing on how divorce, widowhood, and disability can impact your future retirement income. Whether you’re navigating these life changes or planning ahead, this episode offers crucial insights and actionable strategies to help you optimize your retirement benefits. Key Top…
  continue reading
 
Are you focusing too much on interest rates when planning to utilize good debt and conservative leverage for planning your financial future? In this episode, we dive into why interest rates may not be as crucial as you think for wealth accumulation or for tax free income through conservative leverage against your assets. Kyle Pearce explains how, f…
  continue reading
 
In this episode of the Wealth Wise Women podcast, host Wes Caprill delves into the emotional side of investing and how to manage it effectively. Wes shares insights on the common question investors face: "Will I be okay?" and emphasizes the importance of having a comprehensive financial plan that answers with a resounding yes. Discover strategies t…
  continue reading
 
Join us for a compelling conversation with Vernon Beckford, CEO of Diversified Lending Solutions, as we unearth the challenges and solutions shaping today's real estate landscape. From the looming impact of rising interest rates to the unforeseen financial strains brought about by floating rate debts, we explore how these factors are reshaping inve…
  continue reading
 
Send us a text Have you ever wondered if you could deduct a mentorship program paid for on your personal card before starting your business? In this episode, Mike Jesowshek, a CPA, hosts a listener Q&A session addressing various tax-related questions from small business owners. He covers topics such as deducting business expenses, managing mentorsh…
  continue reading
 
How to understand and navigate the joint venture partner you have in every single deal and investment you have! In this episode, Jon Orr and Kyle Pearce dive into the power and potential pitfalls of joint venture (JV) partnerships, especially when it comes to alternative assets like real estate. They explore how strategic partnerships can help you …
  continue reading
 
Jeremiah and Brian explore essential financial strategies for retirees navigating today’s unpredictable economic landscape. We discuss handling stock market volatility through diversification and risk tolerance, as well as optimizing tax-efficient withdrawal strategies from retirement accounts to minimize taxes and manage required minimum distribut…
  continue reading
 
Are you unknowingly setting yourself up to lose over 70% of the wealth you built up through capital gains in your Canadian holding company? Many incorporated business owners are unaware of a significant tax trap lurking in their corporate structures, especially those with holding companies in Canada. Without proper tax planning, your estate could f…
  continue reading
 
Welcome to the Journey to Multifamily Millions podcast, where we speak with professionals on financial topics! Dakota Brown and Alex Zapata examine the quickly evolving loan and equity markets in commercial real estate in this talk. Bridging loans, the effect of rising interest rates, financing and underwriting difficulties, and investor strategies…
  continue reading
 
We’re back with another look at open enrollment decisions! This time, we’re talking life insurance, disability coverage, 401(k)s and more. Join us as we discuss which options make sense, and which you could probably ignore. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a …
  continue reading
 
In today’s episode, Wes Cuprill addresses the systemic failures of the financial advising industry in meeting the unique needs of women. He discusses critical statistics from a New York Life study, highlighting the disconnect between advisors and female clients, and offers actionable steps to create more women-centric financial planning processes. …
  continue reading
 
In this episode of the "Retire As You Desire" show, I had the pleasure of interviewing my close friend, Kent Webster, a fellow millennial who shared his journey towards financial success. Kent opened up about his struggles with debt, having graduated with $60,000 in student loans and $20,000 in credit card debt. Despite facing financial challenges,…
  continue reading
 
Send us a text What if you could grow your wealth, avoid taxes, and pass on your assets to your heirs without capital gains? In this episode, Mike discusses the *Buy, Borrow, Die* strategy—a powerful tax avoidance method used by the wealthy to preserve and grow wealth. By buying appreciating assets, borrowing against them tax-free, and passing them…
  continue reading
 
Should you pay off your mortgage? Is paying off your personal mortgage early truly the best financial move you can make? If you do, then it’s possible you will miss out on other wealth-building opportunities. In this episode, Kyle Pearce and Jon Orr explore a dilemma many homeowners face: Should you focus on paying off your mortgage early for peace…
  continue reading
 
It’s October, so now is the time to discuss end-of-year tax planning for business owners. The team emphasizes the importance of organizing your books, categorizing expenses correctly, and maximizing deductions before December 31st. CPA Stephanie Helms also shares insights on tax projections to help you save money. Stephanie also breaks down the Cor…
  continue reading
 
Send us a text Are annuities the golden ticket to financial security or a risky gamble that could leave you high and dry? Join Rob Wolf, as he cuts through the noise and lay bare the real facts about annuities. We dive deep into the five major types: immediate, fixed, fixed indexed, registered indexed linked, and variable annuities. This episode pr…
  continue reading
 
Have you ever wondered how you can refinance your real estate and tap into the hidden equity to build wealth while minimizing taxes? In today's real estate market, many property owners are sitting on significant untapped potential in their investment properties. Whether you're facing rising mortgage rates or simply looking to accelerate your wealth…
  continue reading
 
Welcome to the Journey to Multifamily Millions podcast, where we dive into real estate investing with the pros! In this episode, Zihao Wang, CEO and founder of Motiva Holdings, shares his path from family investments to building a vertically integrated multifamily real estate firm. Zihao discusses how property management shaped his approach to unde…
  continue reading
 
In this episode, we explore the critical concept of standard deviation in investing, particularly for those nearing retirement. Learn why average return isn't the only metric you should be focusing on and how volatility can impact your financial future. Discover the importance of managing your portfolio's standard deviation through the illustrative…
  continue reading
 
Have you been thinking it's time to sell your second home investment for a new location? Before you do, you'll want to listen to this episode of the Real Estate Lowdown. Join us for this groundbreaking discussion on luxury vacation home ownership with our guest Wade Shealy, leader in resort real estate development and visionary founder behind THIRD…
  continue reading
 
You may not ever reach financial independence, listen in to find out why and what you can do to change your trajectory. In today's fast-paced financial landscape, many business owners, entrepreneurs, and high net income earners delay taking steps toward financial independence because they feel uncertain or worry about making the wrong move. If you'…
  continue reading
 
Send us a text Do you know the different types of 1099 forms your business may need to file? In this episode, host Mike Jesowshek is joined by Christina Wright from Tax Bandits to discuss everything business owners need to know about 1099 forms. The conversation covers different types of 1099s, when they need to be filed, and who is required to rec…
  continue reading
 
Send us a text Can life insurance truly transform your retirement plan? Explore the often overlooked benefits of life insurance with Rob Wolf, as he uncovers its pivotal role in safeguarding your financial future on the Wolf Financial Podcast. From its potential as a tax shelter to its capacity for providing tax-free benefits to your heirs, we'll d…
  continue reading
 
This last Saturday, Brian and Jeremiah were joined by attorney Steve Rausch to dive into some critical financial topics for business owners and families. First, they explored the new FinCEN Beneficial Ownership Reporting Requirements. Starting January 1, 2025, businesses must report their beneficial ownership to the Treasury Department to combat ta…
  continue reading
 
Send us a text Think you need a hefty bank account to consult a financial advisor? Think again. Join Rob Wolf as he smashes common financial planning myths that keep many people from seeking the guidance they need. We'll tackle the misconception that financial advisors are only for the wealthy and explore why this belief couldn't be further from th…
  continue reading
 
How can you create an opportunity fund for your investment strategy NOW while strengthening your foundational “net worth” floor? In today’s episode, we break down how you can start with an affordable, manageable high cash value permanent whole life policy, and use it to create long-term cash flow for future investments. Whether you're looking to di…
  continue reading
 
Open enrollment season is almost here! Do you know what you’ll need for health insurance next year? Join us as we look at the most important factors to consider when choosing your plan. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Money can be confusing—but it doesn’t have to be.…
  continue reading
 
Welcome to the Journey to Multifamily Millions podcast, where we speak with professionals on financial topics! In this episode, Marc Kulick founder and CEO of Vesta Capital, a real estate investment firm focusing in multifamily as well as Vesta Realty, his property management company that offers thorough operational control and oversight of the pro…
  continue reading
 
In this episode of the Wealth Wise Women podcast, host Wes Caprill shares the contrasting stories of two clients, Janet and Virginia, to illustrate the importance of planning and optimism in retirement. Wes discusses how a comprehensive retirement plan and a positive mindset can help you live a fulfilling and confident retirement. Tune in to learn …
  continue reading
 
In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…
  continue reading
 
Every morning starts with my beloved Nespresso, a ritual that has become a metaphor for the quality I strive to maintain in every aspect of my life and business. From my beginnings in the film industry to my current role in real estate investing, I've learned that prioritizing high standards of excellence over rapid expansion can lead to more meani…
  continue reading
 
Send us a text Are you missing out on one of the most overlooked tax deductions available to small business owners? In this episode, Mike Jesowshek discusses the often misunderstood home office tax deduction, breaking down its requirements and benefits for small business owners. He covers the main qualifications, including exclusive business use an…
  continue reading
 
When should you incorporate your business in Canada? Are you confident that your business structure is optimized for growth, tax efficiency, and liability protection? In today's complex financial landscape, the decision to incorporate your business in Canada can be daunting. This episode of Canadian Wealth Secrets dives deep into the critical consi…
  continue reading
 
Send us a text Ever wondered how to recreate a steady paycheck in retirement? Join me, Rob Wolf, as I uncover the secrets to creating efficient retirement income streams that can ensure financial stability during your golden years. From deciphering the tax implications of 401(k)s, IRAs, Roth IRAs, and after-tax brokerage accounts to the vital role …
  continue reading
 
In this episode, we dive into the implications of the Federal Reserve's recent 0.5% interest rate cut, examining how it affects the economy, inflation, and financial products like loans and savings accounts. We also tackle the rising costs of living due to inflation, focusing on how essentials like groceries and auto insurance impact consumers dail…
  continue reading
 
Loading …

Kurzanleitung