show episodes
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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Teaching Tax Flow: The Podcast

Chris Picciurro and John Tripolsky

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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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The Retirement Summit

Summit Wealth Strategies

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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and ...
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Don Wenner's Elite Impact Podcast is your source for engaging information on impact investing and much more. Learn from DLP Capital Founder and CEO, Don Wenner, as he dives into how you can make a HUGE impact on the world around you and still make a profit. Don is a Best-Selling Author, Real Estate Investor, Husband, and Father... join him and some of the greatest business minds on earth as they discuss how THEY are making an impact!
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Imagine never losing money to the market or taxes again. Best Selling financial author Charles Oliver has safely and predictably helped clients earn over 8% tax free in the worst decade since the great depression protecting client’s retirement from taxes, inflation, market losses and economic uncertainty. Learn the safe, proven, IRS approved way to secure your retirement.
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Real Estate Investing Podcast designed to help experienced real estate investors make & keep more money. The REI Diamonds Show is a loose discussion between Dan & expert guests focused on strategies for avoiding risk & generating profits. Many of the guests generate more than $1 Million in profit per year-investing in real estate.
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I love Fitness and learning about Finance, So I share my thoughts on those topics & whatever else comes to mind during the recording of the next episode, download, rate, & subscribe to the podcast! Support this podcast: https://podcasters.spotify.com/pod/show/passionpurposeperspective/support
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Snowbirding 101

The Bill Butler Group

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Have you thought of migrating seasonally or permanently to warmer climates such as Florida, the Carolina's or the Southwest? Not sure of exactly where to go or how to make it happen efficiently? Welcome to Snowbirding 101, your place for strategies and insight on making a move southbound to avoid harsh (or not so harsh) winter weather! Realtor's Kristine McKinley in Florida and Bill Butler in Massachusetts cover all you need to know about planning for and making the move you've always dreamt ...
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Pension Protectors is a podcast for first responders designed to help tackle and make sense of various financial topics. This includes the complexities of their pensions as well as other financial matters. The hosts Matt and Clint have been working with first responders for a combined 30 years, and want to share their laughs and stories from along the way. All the while deliver timely, valuable information that is actionable. www.triplecrownwm.com Clinton Kersting and Matthew McManus offer s ...
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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Welcome to Leaving The Job: The Premier Financial Podcast for Firefighters, hosted by Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. This show responds to the unique challenges and opportunities that firefighters face in retirement planning. Each episode offers strategic advice, shares inspiring stories, and provides guidance to help you achieve a confident and secure retirement. Join us as we explore the path to a fulfilling retire ...
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Ready To Retire!

Danette Lowe CFP®

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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How would your life change if you had the time and money freedom to spend your life doing what you want, where you want, with the people you want? Time and money freedom is the goal, but how do we get there? Welcome to The Creative Cash Flow Show! I'm your host Jesse Mills. I’ve personally bought and sold hundreds of homes, many with little to no money down and have created an amazing business that allows me to travel the world, help others, and work-cation for free! Each week I’ll introduce ...
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Episode 258: Deferring Taxes with Vanguard 1031 Exchange President Brandon Burns Guest: In this episode of the REI Diamonds show, host Dan Breslin welcomes Brandon Burns, a seasoned 1031 exchange expert. With over 4,000 transactions under his belt, Brandon runs one of the 119 1031 exchange companies in the country. His extensive experience and deep…
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Being diversified in your retirement portfolio means more than your investments. Can you diversify your taxes as well? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listene…
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On this week's show: Good times or bad? What do the indicators show for 2025? You pack money in a 401(k) with no help. How do you get the help you need? A new study says those IN retirement are more confident than those PREPARING for retirement. Why? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn eve…
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Episode 259: Shauna the Tax Goddess Guest: Shauna the Tax Goddess, is a top-tier tax strategist with over 105 specialists under her wing, focusing on U.S. taxation. Shauna, a CPA with a Master's in Taxation, and is one of the few Certified Tax Strategists in the country. With her extensive knowledge and experience, Shauna shares invaluable insights…
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Send us a text Do you have questions about tax policy in the 2024 election? Submit your questions here. Steve Rosenthal of the Urban-Brookings Tax Policy Center and Don Susswein of RSM discuss how Congress should handle agency delegation following the Loper Bright decision. For more from Rosenthal and Susswein, read the following: Congress Can Main…
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Studies show 70% of us will need some kind of care in our elder years. This expense could wipe out a lifetime of savings in a short time. How do we protect ourselves? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, …
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On this week's show: The “R” word is still out there. Recession. Can you protect the gains you’ve realized? Another nationally recognized name blows up the 4% withdrawal rule. You protect your retirement money from markets, taxes, and fees. Are you forgetting something? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, …
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Join Don Wenner, CEO and Founder of DLP Capital, as he sits down with Lloyd Reeb, Founding Partner of the Halftime Institute, to explore how to live with purpose and create lasting significance. In this episode, Don and Lloyd share their insights on redefining success at mid-life, offering practical advice on channeling your achievements into meani…
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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About the Guest: Angelina Urquhart Angelina Urquhart is a compliance expert with Corpnet, a company specializing in business compliance and filing services. With a wealth of knowledge in entity formation and regulatory compliance, Angelina has been instrumental in helping businesses stay compliant with complex state and federal regulations. Her exp…
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The conversation discusses the 4% rule in retirement planning and its viability. It explores the variables that affect the rule, such as individual financial situations, assets, expenses, and inflation rates. The importance of having a plan and monitoring assets closely is emphasized. The conversation also highlights the need for a second opinion a…
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Join Saad Nadeem and Usman Jamal in this episode of The Rich Fulfilling Life Show as they simplify estate planning. They cover the importance of wills, the role of Power of Attorneys (POAs), and the truth about living and testamentary trusts in Canada. Discover how proper estate planning not only protects your assets but also helps you build a last…
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Send us a text Do you have questions about tax policy in the 2024 election? Submit your questions here. Tax Notes Capitol Hill reporters Cady Stanton and Doug Sword assess the tax policy items on Congress’s slate this fall, from IRS funding to TCJA extenders, and the potential implications of the upcoming elections. For additional coverage, read th…
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Many believe the tax code was written just for people who have a lot of money with tax and investment experts. There is at least one action item you need to be aware of that can help in retirement. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Ma…
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In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…
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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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Paul McCartney recently admitted he can't read music. Yet he wrote beautiful songs. How can you have a great retirement without knowing the ins and outs of Wall Street? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram…
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In this episode of The Rich Fulfilling Life Show, hosts Usman Jamal and Saad Nadeem explore the smartest strategies for keeping your family cottage in the family for generations. They delve into the tax implications of selling versus gifting your cottage, including how to avoid double taxation pitfalls. The discussion also covers comprehensive esta…
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Send us a text Javiera Moraga Valverde, a Chilean lawyer and U.S. law firm associate, discusses her research on how tax systems can harm women via gender-neutral tax policies and shares potential solutions. For more, read Moraga Valverde's article in Tax Notes, "Tax Policy: Is Gender Neutrality Enough?" Listen to more Tax Notes Talk episodes from o…
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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In Episode 97 of the Teaching Tax Flow podcast, hosts Chris and John delve into a powerful tax strategy, explaining how to income shift to family members or children. With the countdown to the 100th episode underway, this topic is timely and significant for business owners looking to control their tax liabilities. Chris and John unravel the intrica…
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Description: In this episode of The Rich Fulfilling Life Show, Saad Nadeem and Usman Jamal dive deep into the crucial question: Should doctors in Canada incorporate their practice? They explore the overwhelming tax benefits of incorporation, offering valuable insights into the best business practices for physicians considering this route. Saad and …
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On this week's show: Market volatility is back. How do you react? What is your idea of “safe money”? You diversify your investments. How do you diversify your taxes? Does the election concern you and your retirement money? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her…
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Episode: Tax Lien Investing with Angela Duncan Guest: Angela is a force in the personal finance industry with 25+ years of experience in helping people transform their lives by using passive investments to build generational wealth. Angela has a diverse career in banking and financial advising, owning a top 10 RE/MAX office for 5 straight years wit…
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Send us a text Sarah Lora of Lewis & Clark Law School discusses the personal exemption after the Tax Cuts and Jobs Act and the implications for immigrant families with nonresident dependents. For more, read Lora's paper, "Righting Tax Wrongs for Immigrants." Follow us on X: Robert Goulder: @RobertGoulder David Stewart: @TaxStew Tax Notes: @TaxNotes…
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2024 is Peak 65. More people are turning 65 this year than any other year in history. Age 65 means filing for Medicare. What do you need to know? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!…
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In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…
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On this episode of the Teaching Tax Flow podcast, we jump into the intricacies of "Hobby Loss Rules." Aimed at demystifying the often confusing threshold between hobbies and businesses, the hosts break down how the IRS defines and treats these activities differently for tax purposes. The discussion is particularly timely given the changes brought a…
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During a interview on WSKY, Charisse Rivers talks about the recent stock market downturn. Why did this happen? How could it impact your retirement savings? Do you have a retirement plan that is setup to take advantage of these situations? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with …
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In Episode 27 of Your Rich Fulfilling Life Show, Saad and Usman explore "What is Your Retirement Age, Anyways?" by delving into the Globe and Mail's Retire Rich Roadmap. They offer invaluable insights for internationally trained physicians on crafting a diversified retirement nest egg. Learn how to confidently plan for a retirement that aligns with…
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Episode: Turn Key Rental Market Selection with Zach Lemaster Guest: Zach Lemaster is the founder & CEO of Rent To Retirement, a turn key rental company focusing on new construction single family & small multi family rental property. Starting his investment journey while serving as an Optometrist and Captain in the US Air Force, Zach strategically g…
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Send us a text Leslie McLean, director of the low-income taxpayer clinic at DNA-People’s Legal Services, discusses the barriers Navajo Nation members face when filing their taxes and attempting to claim credits. Listen to the first episode in this series, "The Tax Challenges of the Navajo Nation, Part 1." Read Investigations Editor Lauren Loricchio…
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In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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About the Guest: Todd Jackson: Todd Jackson is a highly experienced tax attorney, M&A advisor, and real estate attorney based in Franklin, Tennessee. Known for his expertise in Deferred Sales Trusts (DSTs), 1031 exchanges, and complex tax planning strategies, Todd has worked closely with clients to help them minimize tax liabilities on large capita…
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A Princeton Professor found the three most common ways people develop income in retirement. Are you using one of them? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listene…
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This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sour…
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