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Welcome to the Tax Consulting Podcast, your trusted source for expert insights into South African tax matters. Featuring a range of specialists from various departments across Tax Consulting South Africa, including legal, tax, and accounting professionals, each episode offers in-depth discussions on key topics such as expatriate tax, tax residency, SARS updates, compliance strategies, and more. Whether you are an affluent individual, expatriate, or business, our podcast provides the knowledg ...
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This isn’t your typical legal advice podcast and Angel M. Latterell, Esq is not your typical lawyer. Angel understands the heart and soul, just as much as the judicial system. As an attorney, she has over 16 years of legal experience in the areas of business law, intellectual property, complex litigation, and landlord-tenant law. As a project manager, Angel is all about building and nurturing systems that work. As a certified transformation coach, practicing Buddhist, spiritual guide, and po ...
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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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Money Made Simple

David (Viacheslav) Davidenko

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Welcome to Money Made Simple, your go-to source for bite-sized financial wisdom! Here, we demystify the world of finance, making it accessible and engaging for everyone. From savvy savings tips to investment basics, we cover it all in short, easy-to-digest videos. Whether you're a budgeting beginner or seeking advanced investment strategies, our channel offers practical education to guide you on your financial journey. This channel is created by Viacheslav Davidenko, a seasoned Real Estate a ...
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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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An educational podcast to teach you about how taxes affect your business and personal lives and how to lower your tax bill. Taxes affect every area of life, from buying a house, trading stocks, trading NFT/Crypto currency, operating a business, and even giving birthday gifts. We are here to help you understand the complexities of the tax code. Disclaimer: The purpose of this podcast is for educational purposes. Please consult with your accountant, financial advisory and other resources befor ...
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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Money Map Podcast

Concenture Wealth Management

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The Money Map Podcast guides and educates emerging investors through the complexities of personal finance. Each episode provides practical advice on investing, wealth-building, and financial planning, helping you chart a clear path to financial success. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manag ...
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Wealth Strategies Unleashed

Concenture Wealth Management

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Welcome to Wealth Strategies Unleashed, unlocking your financial potential with Concenture Wealth Management! Every week we're taking you behind the scenes in the world of finance, wealth management, and so much more! The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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For The Wealth of It

Jay Boekeloo, Jared Tanimoto, Brett Maikowski

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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 ‍Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Make Life Happen

Capstone Planning

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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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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Talkin' Tax

Cary and Angie Bryson

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Co-founders of the Bryson Law Firm, Cary and Angela Bryson, have over 40 years of combined legal experience in Louisiana and Texas and have built a thriving and successful law firm that aids their fellow “Loosianans” and Texans when it comes to the complicated realm of taxes. Together with the help of their roots, experience, and deep insight, they break down topics such as bank levies, lien assistance, tax resolution, payroll, and more on their podcast Talkin' Tax for anyone who needs a lit ...
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at seapodcast@deloitte.com # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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David Invest

David (Viacheslav) Davidenko

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Welcome to David Invest, your AI-inspired real estate investing podcast. We explore a range of real estate investments, from multifamily assets to mixed-use properties. David Davidenko, Co-Founder and Managing Partner of Sunrise Capital Group's portfolio boasts over 7,000 units and a staggering value of $600MM. At David Invest AI, you'll unlock the secrets behind these successful strategies and observe how AI transforms our interaction with real estate content. We're not just another finance ...
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TRAilblazing

Parallaxes Capital

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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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Keep What You Earn

Shannon Weinstein

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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sour ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide presented by Avantis Investors®, UCLA Professor Hal Hershfield examines this divide to find insights that may help advisors and i ...
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The 10 Rules of Modern Work podcast series is a deep-dive into the Modern Work guide that we have put together to guide you to achieve success, happiness and fulfilment in a new world of work. Work as we know it today is vastly different from how it was just a few years ago. We are constantly facing disruptions by unpredictable and uncontrollable external forces such as technology, economy and societal changes. Our experts explore the big questions around the impact of technology and the dem ...
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Taming the Financial Chaos

Matt McCoy CFP®, CRPC®, AWMA®

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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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TSB Money Matters where we dive deep into the dynamic world of banking, finance, and everything in between. We will tackle topics including landscape of financial institutions, economic trends, and the ever-evolving technologies shaping the future of banking. In each episode, we'll unravel the complexities of financial topics, bringing you insightful interviews with industry experts, thought leaders, and innovators who are at the forefront of the banking industry. Whether you're a seasoned f ...
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Music professionals, are you tired of starving and surviving? Let's achieve financial independence! Thriving Musician is an educational podcast hosted by Spenser Liszt, CFP® focused on financial literacy. Episodes include candid interviews from a wide range of thriving musicians, industry professionals and finance experts. Topics include building savings, planning for retirement, investing, insurance, tax preparation, financial organization, estate planning, music business resources and stra ...
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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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Get ready to laugh, cry, and shout "me too!" as you navigate the wild ride that is midlife with Live Life in Wander Mode, hosted by Julie Thomas—a former teacher turned entrepreneur who's living her best life in the midst of hot flashes, motherhood, and rediscovery. Whether you’re deep in menopause, adjusting to an empty nest, or just trying to figure out who the heck you are in this second half of life, Julie’s here to remind you that midlife is where the magic happens. Through real talk on ...
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Accounting High

Accounting High

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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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IEA Podcast

Institute of Economic Affairs

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The Institute of Economic Affairs podcast examines some of the pressing issues of our time. Featuring some of the top minds in Westminster and beyond, the IEA podcast brings you weekly commentary, analysis, and debates. insider.iea.org.uk
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Many people wonder if the stock market is their only vehicle for investment. Investment advisors are asked this very question but many are only able to offer conventional investment instruments such as mutual funds, index funds, options, etc. However, there are many other ways for people to invest beyond the stock market. Douglas Muir will share his experiences with these investment vehicles and how he was able to increase his profile while minimizing his risk. Family Business Funding (FBF) ...
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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Why is capital markets technology so clunky and old? Join Clear Street's experts as they tackle modernization, industry trends, and more. From APIs to trading, expect conversations at the intersection of finance and technology. Clear Street does not provide investment, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances. These materials are: (i) solely an overview of Clear Street’s products and services; (ii) provided for ...
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In The Know

Secured Finance Network | Barry Bobrow

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Barry Bobrow partners with the Secured Finance Network to produce a series of video and audio podcasts focused on important trends and developments in secured lending. The In the Know podcasts will be a series of conversations with compelling thought leaders on important topics impacting the finance and secured lending markets. These brief and engaging discussions will give you information and perspectives critical to being more successful in your businesses by keeping you In The Know. State ...
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Weird Finance

The Hell Yeah Group

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I’m weird, you’re weird, we’re all weird about money. Weird Finance explores the often intimidating terrain of money, finances, and economics and how these invisible forces shape each person’s ideas about themselves and the world around them. Hosted by author, illustrator, and musician Paco de Leon; Weird Finance is all about have real, honest, unconventional money conversations with the aim of getting comfortable with the uncomfortable and changing our relationship with money. We’ll laugh s ...
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Welcome to 1715 Treasure Coast Financial Wellness , a dynamic and insightful podcast designed to guide you through the intricate landscape of wealth management and financial growth. We believe that understanding and managing your finances should be an empowering journey, and our show is here to provide you with the knowledge and strategies to achieve just that. Join us for engaging conversations with seasoned wealth advisors, financial planners, investment experts, and successful entrepreneu ...
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Are you a South African expat or remote worker struggling to understand your tax obligations? In this video, we break down the key differences between the Foreign Employment Income Exemption (Section 10) and Double Tax Agreements (DTA) to help you make the best choice for your unique situation. Learn how Section 10 can provide tax relief for South …
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Join Reem Ibrahim, Acting Director of Communications, as she discusses the latest economic and policy developments with IEA's Executive Director Tom Clougherty and Managing Editor Daniel Freeman. The team dives into pre-budget speculation, particularly focusing on the government's plans to add National Insurance contributions to employer pension co…
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Send us a text Empowering Women in Business: Tax Strategies & Bookkeeping Tips with Amanda Stickel In this insightful podcast episode, join us as tax accountant and strategic bookkeeper Amanda Stickel shares her personal journey and expertise in simplifying taxes and finances. Amanda discusses her transition from employment to entrepreneurship, the…
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In today's episode, Shannon dives deep into the concept of crafting a profit plan that truly drives your business forward. We're going beyond the old-school notion of restrictive budgeting and embracing a strategy that aligns your spending with your business goals. Inspired by Mike Michalowicz's Profit First methodology, Shannon will break down how…
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Send us a text Join me in this heartfelt podcast episode featuring Angelina Moehlmann, the inspiring author of 'Destination Baby.' Angelina shares her journey from being an educator to becoming an advocate for women navigating adoption and fertility challenges. Dive deep into her personal experiences, her decision to leave the education field, her …
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This week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader financial landscape. Let's analyze the stances of each candidate and how their proposed policies could infl…
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Unlock the secrets to financial independence as a self-employed person with ideas you can’t afford to publish. Ever wondered how a yoga instructor like Sarah or a graphic designer like John can not only survive but thrive in the self-employed world with smart weekend planning and study? Get ready to transform your financial future with our retireme…
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What does it take to transform a real estate company from the edge of collapse to a story of triumph? We promise you'll uncover this as we dissect the audacious strategies of Kushner Companies, a family-owned titan that pulled off a stunning turnaround. Witness how a pivotal decision involving their infamous 666 Fifth Avenue property and a savvy pa…
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Transferring large amounts of money overseas can incur significantly large fees, if you go through the banks. FX brokers offer faster transactions, better fees and higher security. So how do they do it? And how much is there to be saved? This week for Ask An Expert, Richard is joined by FX broker David Nixon, Senior Partnerships Manager at Currenci…
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Today, Shannon Weinstein chats with Savannah Chaffin, an enrolled agent and expat tax expert in Vienna, Austria. Savannah shares her experiences navigating the complex world of international taxation, from lifestyle changes and cost of living to the intricate tax obligations US citizens face abroad. Key topics include the importance of thorough res…
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Unlock the secrets to maximizing your Social Security benefits and ensure a financially secure retirement. Ever wondered why Social Security shouldn't be your sole retirement strategy? We're here to demystify that notion by explaining how it acts as a safety net to cover your essentials, not a passport to a life of luxury. You'll gain insight into …
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Is the traditional office setup on the brink of extinction, or are companies and employees just caught in a complex dance of adaptation? Join us as we tackle the intriguing dynamics reshaping the workplace landscape. With giants like Amazon and Dell advocating for a return to physical offices, despite the comfort of remote work, we explore how thes…
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Stay in touch and sign up for Paco’s weekly email newsletter, The Nerdletter. In this episode of Weird Finance, Paco talks to author and Director of Impact at Candide Group, Jasmine Rashid. Jasmine discussed her role in assessing social impact investments, the importance of cross-class, cross-racial, and cross-cultural collaborations to effect chan…
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Tune in to hear Jashwin Baijoo, Associate Director and Head of Strategic Engagement & Compliance at Tax Consulting South Africa, discuss SARS' latest warning to non-compliant crypto traders and investors. He discusses SARS' upcoming multilateral agreement, set for November 2024, which will enable the global exchange of crypto-related information. W…
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Today, Shannon explores the story of a highly successful client who considered abandoning her lucrative marketing agency simply because it no longer excited her. Shannon discusses the importance of staying committed to a profitable business, even when it feels mundane, and why this approach often proves to be the smartest long-term strategy. Listen…
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Dr Larry Hatheway: Economist Facilitated by Alishia Seckam: Broadcast and financial journalist. Dr Larry Hatheway, founder of HarborAdvisors, LLC is an economist and multi-asset investment professional. Previously Chief Economist and Head of Global Asset Allocation Group at UBS Investment Bank, Chief Economist and Global Head of Investment Solution…
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Michael Novogradac, CPA, and Novogradac director of multifamily property compliance Stephanie Naquin discuss pressing issues in low-income housing tax credit property (LIHTC) compliance. The discussion covers four key topics: the average income set-aside test (AIT) and its implementation challenges and solutions; the Housing Opportunity Through Mod…
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Discover the secrets to retiring earlier than you ever imagined by mastering an employer-sponsored retirement plan. What if you could retire a year early simply by optimizing your existing resources? This episode promises to be your financial compass as we translate the often arcane language of HR forms and employer matches into clear, actionable s…
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What if empty office spaces could transform into bustling hubs of creativity and innovation? Explore with us as we unravel the future of iconic office buildings like Rockefeller Center, a landmark that defies the odds with a remarkable 95% occupancy rate, even as remote work reshapes the corporate landscape. Faced with the daunting task of refinanc…
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Does the September interest rate cut signal a shift in the Federal Reserve’s monetary policy? In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee and Scott Colbert, Chief Economist and Director of Fixed Income Management, examine the Fed’s recent actions, the likely pace of future rate cuts, and t…
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Daniel Freeman of the Institute of Economic Affairs interviews Professor Daniel Waldenström about his new book, "Richer & More Equal: A New History of Wealth in the West." Waldenström's research suggests that wealth inequality has decreased over the past century, with the middle class experiencing significant growth in wealth accumulation. The disc…
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In today's episode, Shannon dives into a topic inspired by recent client experiences: the two ways you earn money in a business. She explores the complexities of partnerships, how to manage profits and salaries, and the critical importance of having clear agreements. Whether you're a solo entrepreneur or navigating the murky waters of a multi-owner…
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Episode 231 FACULTY: Kyle Geers, CPA CLASS: #Shoperations In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated commu…
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This course comprehensively covers cryptocurrency and digital asset taxation and is designed for accounting professionals handling crypto transactions. Learn the IRS treatment of digital assets, including taxable events, reporting requirements, and common pitfalls. Understand how to properly calculate and report crypto gains, losses, and income whi…
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Discover the hidden stories and untold wealth behind King Charles III's extraordinary real estate empire—valued at a staggering $25 billion. What secrets do these iconic properties hold, and how do they reflect the rich tapestry of British history? Join us as we explore this magnificent portfolio, from the grandeur of Buckingham Palace to the cozy …
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Patricia De Fonte is an estate planning attorney and the founder of De Fonte Law PC, a boutique estate planning firm that works with clients over Zoom all over California. She started the firm to offer what she thinks of as estate planning with heart. She wanted to create a better experience for her clients to preserve family harmony, empower their…
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Forgiveness - the big F word. It sounds so simple but is the most difficult. Why is it so important to forgive? And how do we actually forgive? To forgive is to release the hold a hurt or injury has on your physical and metaphysical self. The release cuts the cord to the negative energy that is binding you to an old self and way of being. If you ca…
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Ready to turn your retirement dreams into reality? Discover essential strategies that can help you sidestep common retirement savings pitfalls. We break down the significance of starting early to leverage compound interest, and explain why relying solely on Social Security might leave you vulnerable to unexpected expenses. Learn the power of divers…
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Are you considering hiring a financial advisor to help you manage your wealth, but wondering what the true cost will be? In this podcast, we dive into the real costs associated with hiring a financial advisor, from commissions and fees to the potential long-term benefits. From understanding the different types of financial advisors and their pricin…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, initial unemployment claims, existing home sales, the S&P 500, the bond market, the MOVE Index, and upcoming economic news. Speakers: Brian…
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In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…
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Today, Shannon dives into a topic that might seem counterintuitive but could be a game-changer for any business – unscaling. In this episode, Shannon shares a cautionary tale from her own business journey this year, where she set out with the intention to simplify, only to find the real magic in unscaling. She explores why scaling too soon can be d…
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Our team of skilled analysts recently reviewed their British American Tobacco recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as…
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Fall is here, and so is the perfect time to get your finances in order! This week on Money Map, we're breaking down the must-know financial moves for every investor before the year ends. Get ahead of the game with our Fall 2024 Financial Checklist! 🌐Contact Us 💼LinkedIn 📸Instagram 👍Facebook 🎧Money Map podcast 🎧Wealth Strategies Unleashed podcast ▶️…
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Unlock the secrets to securing a comfortable retirement by taking actionable steps in your 30s. Imagine the possibilities of living your dream retirement lifestyle and learn how to make it a reality with strategic financial planning. We promise to guide you through the maze of retirement accounts, breaking down the benefits of 401ks and Roth IRAs, …
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Could an unassuming skyscraper in New York City be hiding one of the world’s most significant secrets? That's the tantalizing question we explore as we peel back the layers of mystery surrounding 33 Thomas Street—a structure shrouded in intrigue and speculation. Known for its stark, windowless design and purported resilience to nuclear attacks, thi…
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As tax season approaches, the urgency surrounding questions about deductible expenses intensifies. Shannon explores the fundamentals of deductions, dispels common misconceptions, and provides valuable insights on how to maximize tax savings. The episode also highlights an upcoming free tax deduction guide that lists over 150 potential deductions fo…
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Ever felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it? In this episode, we're talking about how our emotions can play a big role in our money moves. From fear and greed to confidence and doubt, we'll explore why these feelings can lead us astray. We'll share real stori…
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What if the future of investing isn't about picking the right stocks, but instead harnessing the power of AI and machine learning? Imagine algorithms so sophisticated they identify market trends before human analysts even have a chance to blink. This episode takes you on a thrilling journey through the high-tech landscape of modern finance. You'll …
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Send us a text Join me in this inspiring episode featuring Melanie Burkey, a martial arts world champion, Ironman finisher, and life coach. Discover how Melanie balances motherhood, her passion for Taekwondo, and the challenges of international adoption, including poignant moments during the COVID-19 pandemic. 👉 She shares invaluable lessons on 👉 m…
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What happens when incredible wealth becomes a family’s curse rather than a blessing? Brace yourself for surprising tales of billionaire families where fortune fuels fierce battles over inheritance and control. Uncover the cunning maneuvers of Susan Gore, who took the audacious step of trying to adopt her ex-husband to claim a larger piece of the Go…
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In this episode, Shannon welcomes guest Lynn Smith to discuss why embracing failure is essential for business success. They delve into common entrepreneurial fears such as failure and imposter syndrome, introducing the "brain bully" concept—an internal voice that undermines confidence. Lynn shares personal strategies for overcoming these fears and …
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Вы когда-нибудь задумывались, находитесь ли вы на правильном пути к комфортной пенсии? Разберитесь с нами в сложностях пенсионных планов и получите контроль над своим финансовым будущим. Мы проведем вас через нюансы планов с установленными выплатами и определенными взносами, проливая свет на их особые преимущества. От предсказуемого дохода планов с…
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Ready to unlock the secrets of a successful retirement plan? This episode promises to equip you with the essential knowledge to navigate the world of 401k accounts with ease. Whether you're just starting your retirement journey or looking to optimize your existing plan, we break down the key differences between traditional and Roth 401ks and the co…
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Are you tired of watching your hard-earned retirement savings dwindle due to taxes? Learn how to maximize your retirement savings with tax-efficient investing strategies in this podcast! Discover the secrets to minimizing taxes and maximizing your nest egg, so you can enjoy a worry-free retirement. From understanding tax implications to optimizing …
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What if you could own a piece of history so exclusive, it defies modern regulations? Journey with us to the opulent world of billionaire tech mogul Darwin Deason as we explore the Sandcastle, a La Jolla mansion priced at an eye-popping $108 million. Discover the lengths Deason went to in crafting this architectural masterpiece—from a $60 million re…
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What's it like to live in a mansion where the monthly bills could buy a Lamborghini? Explore the dizzying world of ultra-luxury real estate, as we dissect why J-Lo and Ben Affleck's sprawling Beverly Hills estate, despite its celebrity charm, sits unsold after more than 100 days. With 12 bedrooms, 24 bathrooms, and price-tagged at $68 million, this…
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Today’s episode features a dynamic conversation with Lynn Smith, a transformative media and confidence coach, and former news anchor with over 15 years of experience at NBC News, MSNBC, and CNN Headline News. Shannon dives deep into the art of communication, the challenges many entrepreneurs face in conveying their value, and the power of authentic…
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Two of the three major factors that determine fiscal year (FY) 2025 rent and income limits for low-income housing tax credit (LIHTC)-financed properties were recently released, giving a preview of what to expect when those limits are announced next April by the U.S. Department of Housing and Urban Development (HUD). In this week's Tax Credit Tuesda…
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