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Money & Taxes from Bb to XYZ

Financial Planning Fort Collins

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Money & Taxes from Bb to XYZ is the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Real financial planners break down a single money topic in each episode — and leave you with actionable takeaways at the end.
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Death and Taxes

Benny, Carrie, Lizzie & Clare

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■ Print clearly using a black pen. ■ Use whole dollars or '0' (zero). ■ This is another true crime podcast. Benny, Carrie, Lizzie and Clare use their lunch break to forget about tax accounting and discuss crimes that interest them.
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Financial Planning, Investing & Taxes

Top Shelf Talks

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Top Shelf Talks is a place we bring Real Experts, Relevant Trends, and Real Opinions Information. Financial Planning Market Updates Current Events Tax Planning History Sports and other things going on. Check us out weekly, new Episodes Drop Every Wednesday at 12:30pm ET.
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Talking Expat Taxes

Alex McGowin

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On this podcast we are going to provide real, practical advice to expats and other tax practitioners to cut through the financial complexity of moving to another country to help you make better decisions and save money. I talk to expats every day about tax and other financial issues which gives me a front row seat to what information is really valuable. Ill be talking with expert tax advisors in various countries as well as other expats so you can avoid potential traps, take advantage of opp ...
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Deathpiles and Taxes

Deathpiles and Taxes

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Deathpiles and Taxes is a podcast about e-commerce and taxes. Derek & Adam talk about real life business stories reselling on Ebay, Amazon and other online platforms. Join a conversation with your new best friends, about buying and selling online with some fun stories mixed in.
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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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Assets and Taxes

Asset Strategy

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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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Brass Taxes

Kristen Fechtel with Brass Taxes

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Honest conversations about work and money with artists, freelancers and other nice people. Visit brasstaxes.com to learn more.
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Jesus Does My Taxes

Edwards Ingram

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Brought to you by Edwards Ingram CPAs & Advisors, Jesus Does My Taxes is a Faith-Based Podcast for small business owners who want to reduce their taxes and accumulate wealth.
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Pay It Forward Taxes

Pay It Forward Taxes

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A podcast about money, friendship, family and community as we build our Tax Preparation business. Hosted by founders Erin Lashley and Delicia Hamilton. Proud partners of Jumping Jack Taxes.
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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Robots vs Taxes

PavloErnesto

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In these times you need a show that dares to tackle the hard-hitting issues of the day. You also need a show that gets REALLY nerdy. You have a lot of needs and ROBOTS VS. TAXES is here to satisfy at least two of them.
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The Truth About Taxes

The Truth About Taxes

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Uncovering the "black box secrets" of the wealthy elite...showing you how they keep their tax dollars, grow that wealth, and create a legacy that lasts for generations... Find your purpose...Fund your purpose...Change the world!
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The Truth About Taxes and Retirement

J. Barry Watts

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Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income---sometimes achieving the zero percent tax bracket
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Taxes Made Simple

Dark Horse CPAs

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Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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MKG Enterprises Corp Financial Services is a diversified financial technology company that provides tax refund financial products primarily to customers with limited access to consumer credit from banks, thrifts, credit cards, and lenders. As a leading mobile tax refund FinTech we provide tax advantage IRA accounts, crypto tax service and digital wallets. MKG Tax Consultants will enable startup businesses to open bank accounts conveniently from their mobile phone, send/ receive ACH deposits, ...
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Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade. Here’s what we discuss in this episode: 0:00 – Intro 0:55 – Ignoring retirement planning 3:10 – Failing to utilize tax benefits 5:26 – Failing…
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Asbestos and amphetamines and explosions - oh my! In our season 3 premiere, Carrie covers the disastrous production of 1939's 'The Wizard of Oz'. Sources: Sesame Street - Wicked Witch Scenes from Episode 847 (1976) - RARE! (https://www.youtube.com/watch?v=RytWnZbOA9s) Judy Garland on the Munchkins (https://www.youtube.com/watch?v=o-zYbKiK6Gs) Theme…
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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing th…
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Ready to refresh your financial plan? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share instances when it makes sense to do just that. From starting your independent financial life to marriage, a new job, relocation, having children, retirement, and so many more critical life moments, they discuss the perfect opportunities for your financial…
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In this week's episode: Tax Season 2024: What Documents do you need for your Taxes? Did you get your W-2 & 1099s? Standard Deductions or Itemize Return? What should you tell your Tax Pro? We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at [email protected]. #Podcast #Net…
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Join Alex McGowin as he welcomes immigration attorney Alfredo Lozano to explore the various visa options for foreign investors and business professionals looking to enter the US market. From E-2 investor visas to EB-5 programs, discover the key requirements, application processes, and strategic considerations for successful immigration through inve…
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In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy? While everyone’s situation is unique, Frank will share how h…
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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…
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With the New Year comes New Year’s resolutions. While exercising more or eating better are common goals for folks as they try and start fresh in January, having a financial reset is a common resolution as well. We've ​got ​some ​financial ​changes ​that'll ​help ​you ​out, and ​some ​new ​mindsets ​and ​mentalities ​that'll ​put ​you ​in ​the ​righ…
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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…
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Christin Hutchcraft has a new furry family member! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, hear Christin's story of teaching her son financial responsibility as he planned and worked hard to save for a dog. You’ll hear about the tasks he completed to earn money, how he thought outside the box as he prepared to adopt, and the responsibili…
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A listener recently reached out, sharing that their house feels like a constant money pit. They're dealing with one repair after another, and the cost and effort are leaving them frustrated. They’ve asked Frank if he thinks it would be a bad idea to sell the house and rent while they figure out their next move. If you're in a similar boat and are w…
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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. Join us live from the Annual Goals Seminar at the Wealth Elevator retreat. In this comprehensive video, we delve into practical strategies for goal-setting, drawing inspiration from Tony Robbins and other successful coaches. Learn how to g…
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Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk. In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bon…
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In this week's episode: We look at GM: Revenue in 2024 strong GM Financial revenue is increasing What is GM doing in EV market? Is the price point right for you? Would you invest in a GM product? We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at [email protected]. #Podc…
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Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/ In this comprehensive episode, we delve into the intricacies of how different generations, from Baby Boomers to Gen Z, intersect and interact in the workplace. Hosted by a senior millennial, this presentation brings on seasoned busin…
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With President Biden having eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) via the Social Security Fairness Act, some government retirees will soon receive higher Social Security benefits. On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will discuss what this means for government retir…
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As you approach retirement, have you thought about how you’d like to spend your newfound free time? Maybe a part-time job or a side hustle is something that could appeal to you! Frank has been in this industry for a long time, so today he's going to share some of the most interesting side hustles he's seen some of his clients take on during retirem…
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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. However, a critical piece of this journey lies in building social relationships and deal flow—something you’ll find within our inner circle mastermind, FOOM. Don’t miss out—apply today! http://thewealthelevator.com/master In this episode, …
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Our First Episode in 2025: We review IRS Changes for 2025: Personal Exemption stays at $0 as part of the 2017 Tax Cut / Jobs Act Standard deduction limit increases to $15,000 ($30,000 for MFJ) Marginal Tax Brackets set to new limits Earned Income Tax Credit (EITC), limit raised to over $8,000 Estate Tax Limits increase over $13.9 mil Gift limit to …
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We are taking a very short winter break, but we have something special for your listening enjoyment! We're revisiting this episode, which in turn revisits the potential reasons behind declining accounting enrollments, helped by special guest and MIT Professor Andrew Sutherland. We'll return soon with new episodes for 2025! Check out the latest news…
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It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees. Here’s what we discuss in this episode: 0:00 – Intro 1:29 – The struggle to spend i…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/ In this podcast episode recorded in 2025, the host and a CPA delve into advanced tax topics, including passive activity losses, cost segregations, and how different types of income are taxed. They also discuss specific tax mitigation…
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In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount fo…
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The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and Christin Hutchcraft chat FPFoCo’s year in review. We’ll celebrate our clients’ and our firm’s successes in numbers from our implementation credit to continuing education hours and SEC regist…
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If you’ve watched this show for a while, you likely heard it before: timing the market is not a sound financial strategy. But what about timing your 401(k) contributions? Could adjusting your contributions throughout the year give you an edge? In this video, Frank breaks down whether there’s any merit to this idea. While there typically isn’t a way…
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Run a cost segregation here theWealthElevator.com/costseg In this podcast episode, we dive into the topic of cost segregations, a valuable tool for investors to extract extra passive losses that may potentially be used on personal taxes. We discuss the impact of recent Fed rate cuts, market reactions, and why some investors prefer private equity ov…
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In this video, we tackle a listener's question about halting 401K contributions due to fears of a market crash around the election. Even though the anticipated crash didn’t happen, lingering concerns have kept them on the sidelines. Frank explains why trying to time the market isn’t a sound strategy and why it’s more important to focus on time IN t…
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What is new for 2025, we are: Going to do quick shorts two times a week with tips and things happening Company Profiles Tax Tips Investment outlooks How to save money We have to bring Tom back to the show!!! Hopefully our first "Live" event in 2025 We would also like to hear from you on future casts and tips you like for us to talk about in 2025. P…
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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. In today's podcast episode, we dive deep into various ways to source investment capital, perfect for managing passive losses in 2024 and preparing for 2025. Learn about the current state of inflation, interest rates, and their implications…
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Ready to make a move? A relocation, that is! On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have a special guest: Their FPFoCo colleague, Riley Thoubboron, CFP®! Riley just moved over 1,000 miles from Boulder, CO, to Bend, OR, and he’s here to tell us all about it, from financial to tax and personal aspects of the decision a…
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In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process! Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In today's podcast, we discuss the concept and importance of family offices with Scott, author of 'Building a Sustainable Family Office.' As the world evolves, so do wealth management strategies. We delve into the advancements in technology like unman…
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In our fifth, and final episode of season 4, Guy Broadfield is joined by corporate and M&A partner Dominic Davis and director Julie Book to discuss the impact of the Budget on entrepreneurs and family businesses, highlighting what actions business owners should be taking and when.โดย Burges Salmon Private Client team
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Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break down all things in the retirement landscape.They talk about various topics such as retirement fatigue, how legislators in Washington DC feel about ongoing retirement law changes, employer sponsored reti…
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Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane! https://thewealthelevator.com/club In this episode, Lane interviews David Lawson, founder of AwakeWarrior.com, to discuss the journey from chasing financial success to finding inner peace and fulfillment. The conversation covers the importance of mental and emotional h…
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In our fourth episode, Edward Hayes is joined by Emma Heelis-Adams to discuss the implications of the budget for non-doms and international individuals, offering up some practical advice on steps individuals can take and the timeline for these.โดย Burges Salmon Private Client team
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Happy Thanksgiving! On this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are celebrating gratitude and giving — of the charitable type, that is! We’ll explore local shopping, charitable donations, and the tax deductions associated with some types of giving. Plus, check out Jason’s favorite green bean casserole or the vegan version Re…
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Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Here’s what…
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Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane! https://thewealthelevator.com/club In this episode, we diverge from our usual topics of taxes and real estate to focus on a crucial aspect of personal finance: healthcare. Joined by Dr. Vedat, author of 'The Roadmap to Hospital Care,' we delve into patient advocacy, na…
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In our third episode Tim Williams and Tom Hewitt discuss the impact of the Budget on landowners, giving a quick overview of the key changes to APR and BPR, anti-forestalling rules and changes to CGT, whilst setting out what options are available for landowners looking to reduce their exposure and the caveats to be aware of.…
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Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement? Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax imp…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rat…
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