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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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Welcome to Thinking Outside the Box Law Legal Podcast, the podcast that empowers individuals and small business owners to navigate financial challenges with innovative legal strategies. Hosted by the experienced team at Thinking Outside the Box Law, Inc., based in Naperville, Illinois, we delve into topics that matter to you—bankruptcy law, tax disputes, small business financial planning, and more success stories to help you achieve a fresh financial start. Whether you're facing overwhelming ...
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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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A podcast dedicated to discussing consumer and household debt and strategies and ways of dealing with uncontrolled or problematic debt. Featuring debt experts with decades of experience in helping Canadians recover from the burden of debt.
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Welcome to Tax Bites with Poonam. Our goal is to take the stress out of your taxes with the help of new guests each episode.
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Join Eric L. Green with Tax Rep Network and build your practice. Navigate the ins-and-outs of IRS Collections, Offers-in-Compromise, Reducing IRS Penalties, etc. Turn this hottest of growth areas into a revenue stream for your practice and help hundreds of people resolve their worst nightmare!
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If you find managing your money a struggle, this is the podcast for you. From The Irish Times, Better With Money is a crash-course in how to spend responsibly, save effectively and make big financial decisions wisely. Hosted on Acast. See acast.com/privacy for more information.
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2025 Best Christian Finance Podcast in the U.S., awarded by Best of Best Review. Money isn’t just about numbers — it’s about confidence, stewardship, and faith. If you've ever felt stuck in the cycle of financial shame, you're not alone — and you don't have to stay there. Welcome to Financially Confident Christian, where we blend Biblical wisdom, practical financial strategies, and daily encouragement to help you break free, build lasting confidence, and honor God with your resources. Hosted ...
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Welcome to "Debt Free Life," a podcast dedicated to helping Canadians take control of their finances and eliminate debt. Presented by David Sklar & Associates, a supportive and caring team of Licensed Insolvency Trustees, we're committed to guiding you toward a brighter financial future. Join us as we explore a wide range of topics, including Consumer Proposals, Credit Counselling, Division 1 Proposals, Personal Bankruptcy, Debt Consolidation, Student Loans, Money Management, Protection from ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
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Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are ...
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Profitable Preschool | Exceptional Finance for Childcare Founders
Alexis Louis, CPA | Childcare Business CFO, Tax Coach, Accountant
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Do you run a preschool that looks successful—but your bank account tells a different story? You’re not the only one. Many preschool and childcare center owners work hard every day, but still feel stressed about money. Hi, I’m Alexis Louis. I’m a mom, and accountant. I know how it feels to love your center but struggle to make a real profit. I started this podcast to help owners like you take control of your money, grow your income, and build a business that works for your life. On the Profit ...
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Tune into to any finance expert and it seems that they think that saving is very black and white - this or that. "Have 3-6 months of savings in your savings account or you're bad with money!" America Saves knows that saving is a habit, not a destination. So we're sharing tips, strategies, and tools to help you "Think Like A Saver." Join Co-Hosts Kia McCallister-Young and Amanda Woods as they take you on the journey of becoming a more informed, empowered saver who can make the best financial ...
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News and Views Podcast Show
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
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The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
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On The BetterWallet Podcast, we're going to chat with everyday people who have changed their lives through learning how to manage their money. We're going to talk about their money journeys, the ups, the downs, the slips, and the falls. We're going to help simplify the topics that keep you up at night, including budgeting, paying off debt, investing, and how to build a business. The goal of this podcast is to make money a less taboo topic. We want to make this an everyday topic. This podcast ...
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The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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Global Citizen Life is a podcast hosted by Sally Pederson, a #1 International Bestselling Author and a beacon for global living and diversification. We are more than a consulting firm; we are a movement toward embracing a life without borders. Our mission is to empower high-achieving entrepreneurs and business owners to diversify their lives, enabling them to live freely in their chosen countries while optimizing their financial independence. In our podcast, we delve into the journeys of ind ...
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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Every weekday, host Kai Ryssdal helps you make sense of the day's business and economic news — no econ degree or finance background required. "Marketplace" takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
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Welcome to "SMARTEN UP!" a podcast aimed to help business owners navigate the complex tax and business landscape. Host Sally Preston simplifies complex tax and business matters for business owners to help them make smart decisions when running their businesses. Expert guests will help navigate financial, tax, and legal issues that are essential for business success.
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
Dave Denniston
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Helping Physicians Slash Their Debt, Slash Their Taxes, and Live a Liberated Lifestyle
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NPR's Up First is the news you need to start your day. The three biggest stories of the day, with reporting and analysis from NPR News — in 10 minutes. Available weekdays at 6:30 a.m. ET, with hosts Leila Fadel, Steve Inskeep, Michel Martin and A Martinez. Also available on Saturdays at 9 a.m. ET, with Ayesha Rascoe and Scott Simon. On Sundays, hear a longer exploration behind the headlines with Ayesha Rascoe on "The Sunday Story," available by 8 a.m. ET. Subscribe and listen, then support y ...
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Welcome to Profit and Prosper, hosted by entrepreneur and mentor Sarah Young. This podcast is for women with service-based businesses who aspire to take home six figures or more without working around the clock. As a successful agency owner who achieved financial freedom through her business, Sarah shares practical strategies, insightful lessons, and actionable tips to help you scale a business that supports your goals. Tune in for episodes packed with valuable content designed to optimize y ...
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The perfect podcast. Pure joy. Find the meaning of life in 8 minutes. Peace, love and understanding. Plus more.
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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today. Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice. In about 30 minutes, you’ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. Suze brings over 40 years of experience to help you b ...
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Mark (Protestant) and Joe (Catholic) discuss the current issues of the week and general topics of interest to help make sense of our daily lives. Thank you for subscribing - we appreciate your reviews.
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Welcome to The Financial Rebound Podcast! Hosted by Certified Mortgage Planning Specialist® Mike Hajjar, this podcast is all about transforming your relationship with money through real-life stories and proven strategies. With over 17 years of experience and a personal journey from seven-figure debt to financial freedom, Mike brings valuable insights on mortgages, cash flow management, and financial literacy. Our goal? To help you turn financial challenges into opportunities for growth. Each ...
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We're here to help YOU learn how to grow, protect and use your money! We seek to empower You with the knowledge to apply specific financial strategies towards your ideal life, in connection with your deeply held values and goals. As professional financial planners with more than 10 years of experience, we embrace nuance and are willing to approach finance in unconventional ways. We strive to put thoughtfulness and intention behind every dollar we use and search for that perfect balance betwe ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Every year the IRS sends millions of notices and letters to taxpayers for a multitude of reasons. We understand that seeing an envelope from the IRS can cause fear and anxiety! But, take a deep breath and recognize that taking care of the problem is likely a straightforward solution. Welcome to Nemeth IRS News, featuring Nick Nemeth, Founder, of the Law Offices of Nick Nemeth, and Jamie Flores, a Managing Attorney at the firm, for in-depth tax talk! Join us for each episode as Nick Jamie exp ...
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The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 In ever ...
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The National Land Podcast is for outdoor enthusiasts, ranchers, farmers, hunters, land owners, investors, and those looking to buy or sell land.
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Get your personal finances in shape with advice on budgeting, credit card debt, college tuition, retirement and more. The Wall Street Journal Podcast Page
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Can You Really Become a Millionaire in 10 Years?
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Tired of hearing how easy it is to become a millionaire? Us too. We examine 5 trendy get-rich-quick strategies (from hot stocks and real estate to entrepreneurship and index investing). We show what the brochures promise... and what actually happens in the real world. Jump start your journey with our FREE financial resources …
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Trump and Putin Meet For A Summit in Alaska. What Are the Views From Moscow and Kyiv?
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President Trump and his Russian counterpart Vladimir Putin meet in Anchorage today for a high-stakes summit about Ukraine. We take a look at how the talks are being perceived from Moscow, and from Kyiv. Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter. Today's episode of…
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08.15.25 Clark Answers His Critics on Clark Stinks / When Car Rental - Hertz
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, one major rental car company has now earned the “do not rent” label from Clark. Get Clark’s latest advice on car rentals. Clark Stinks: Segments 1 & 2 Car Rental Update: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Bo…
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A Golden Moment for Asset Allocation? | Mike Philbrick | #593
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Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…
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How Can I Overcome the "FOMO" Spending Trap This Summer?
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Feeling that pressure to spend just to keep up with all those fancy vacation pics and summer parties? Yeah, we’ve all been there, and it's time to tackle that FOMO spending head-on! In this episode, I'm diving deep into how to enjoy your summer without breaking the bank or losing your mind over what everyone else is doing. We’ll chat about spotting…
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3248: Long-Term Care Insurance is a Waste of Money by Mike Ballew of EggStack on Wealth Preservation
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3248: Mike Ballew challenges the conventional wisdom around long-term care insurance by exposing how misleading statistics and industry practices inflate the perceived need for it. He presents …
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Wharton Professor: The 7 Hidden Types of Entrepreneurs | with Lori Rosenkopf
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#634: Picture this: you're 26 years old, fresh out of Wharton, and you decide to start a business with two friends. You spend years building a digital marketing firm that eventually works with Dollar Shave Club and Madison Reed. You bootstrap the entire thing without taking a dime of venture capital funding. That's exactly what one Wharton graduate…
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Karen Waga: Why Storytelling Drives Recruiting | Gear Up for Growth
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Connect emotionally with top talent through real experiences. Sponsored by Small Office / Home Office Cyber Security Protection for Accountants. Learn more here Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, speaks with …
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Can Intentional Spending Reduce Budget Stress?
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Ralph Estep Jr. dives into a listener's burning question about budgeting stress, tackling the age-old dilemma of whether to ditch the budget when it feels like a weight on your shoulders. Sheila, the listener, is feeling the pressure, and Ralph starts by dissecting why budgeting can feel like a straight jacket instead of a tool for freedom. He rela…
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Earlier this week, the July CPI report showed consumer prices remained steady, despite tariff noise. Today’s producer price index tells a different story: Wholesale prices grew a whopping 3.3% year-over-year. When might retailers pass those higher costs on to consumers? We break it down. Plus: Automated applications sow pessimism among job hunters,…
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Ukraine Battlefield, New Immigrant Detention Center, Kennedy Center Honors
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Military escalations have taken place in Ukraine in recent days, even as President Trump prepares to meet Russian leader Vladimir Putin in Alaska on Friday. A new El Paso immigration detention center billed as the country's largest will start accepting migrants this weekend. And President Trump will host this year’s Kennedy Center Honors. Want more…
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Retirement Fantasy Is Dead —Why You’re The 'Future Poor' And How To Prevent It.
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Can your nest egg really last 40+ years? Licensed advisor Jonathan Grimm tears apart the rosy retirement dream and shows why saving “enough” is mathematically impossible for most. Discover the hidden flaws in 401(k)s and RRSPs, the brutal impact of longevity + inflation, and the community-based strategies he uses to keep families financially resili…
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On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roth Conversions, Bitcoin, and home titles. Plus, the correct way couples should split expenses and so much more. Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Try your hand at Can I Afford It on Suze’s YouTube Channel…
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From Audit Bags to TikTok Tags, Gen Z Talks Success | ARC
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In this episode of Student-led Conversations, accounting leaders and emerging pros share how staying open can change everything. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation In an era where the definition of success is increasingly personal, a recent Student-led Conversations episode of the Accounting A…
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What Happens When You Trade Your Home for a Debt-Free Start?
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Is tapping your home equity ever a smart way to reset your finances? One listener’s story reveals what to weigh before selling. Should you sell your house to wipe out credit card debt and start over? What are the hidden trade-offs when using home equity to eliminate debt? Hosts Sean Pyles and Elizabeth Ayoola talk with a listener navigating $55,000…
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3247: [Part 2] The Five Biggest Millionaire Regrets by ESI on Financial Freedom and Building Wealth
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3247: Many millionaires regret not diving into real estate investing earlier, missing out on cash flow, appreciation, and financial freedom. ESI highlights how a delayed financial education and…
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The "Summer Slump" Budget Review: Re-evaluating Habits Mid-Season?
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Feeling that summer budget slump? Yeah, me too! We started the season with big dreams and a solid plan, but now it’s like our wallets are leaking. Today, we’re diving into how to spot those sneaky spending habits that have drifted off course and how to hit the reset button before summer slips away. We’re not here to beat ourselves up; it’s all abou…
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How important is money when it comes to retirement happiness?
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In this episode, James O’Reilly sits with Challenger’s Chief Executive, Mandy Manniz, to discuss the findings of Australia’s biggest study on happiness for people aged over 60. They talk about the surprising findings and how you can get more certainty to achieve a better - and happier - retirement. This is a must-listen for any pre-retiree or retir…
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"Hacks" creators on collaboration, S5, and the state of comedy
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HBO Max’s “Hacks” often tackles the push and pull between art and profit in the entertainment industry. It’s a topic the show’s creators are deeply familiar with. In this episode, “Marketplace” host Kai Ryssdal discusses that tension — as it appears in the show and in real life — with “Hacks” showrunners Paul W. Downs and Jen Statsky. Plus: Job-fin…
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Why the End of US Dollar Dominance Is Now Possible
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On this episode of Trumponomics, we explore the impact of President Donald Trump’s economic policies on the standing of the US dollar, and the consequences for the US and global economies if the greenback is no longer the world’s primary reserve currency. As our guests explain, it seems that a reckoning has been in the making for some time. Barry E…
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Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite
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A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. Episode Sponsors LinkedIn Jobs – Use this link to post your job for free…
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Werner: Private Foundations Under the Microscope | Quick Tax Tip
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Progressive tax changes could reshape the charitable giving landscape. Quick Tax Tip With Art Werner CPE Today Private foundations may soon find themselves writing bigger checks to the IRS. In the latest Quick Tax Tip podcast, tax expert Art Werner explains a key provision of the OBBBA that increases the tax rate on net investment income for certai…
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Ep #251: The 5 Levels of Financial Wealth: Where Are You Now — And What’s Next?
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Today’s episode offers a different lens on money — one that goes beyond income, account balances, or net worth. We’re exploring the stages of financial life that shape how we live, spend, save, and feel about money. It’s not just about how much you have, but what that money is doing for you — and what it’s freeing you from. Let’s get started.…
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BIG Changes Are Coming To Your 401(k) - What You Need To Know
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A new executive order could open up 401(k) plans to alternative investments like private equity, real estate, and cryptocurrency. We unpack what’s really changing, the potential risks, and why more options don’t always lead to better results. Then we answer your financial questions on topics like entrepreneurship, high-interest debt, rental propert…
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Trump-Putin Expectations, Trump and D.C. Homelessness, Inflation Check-In
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The White House tempers expectations of a breakthrough during the Trump-Putin summit. The Trump administration says unhoused people who refuse to leave "encampments" or accept mental health help could be fined or jailed. And U.S. core inflation remains high. Want more comprehensive analysis of the most important news of the day, plus a little fun? …
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Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency
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Acquisition isn’t assimilation—it’s alignment. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On the latest episode of The Big 4 Transparency Podcast, Marcus Dillon, founder and president of Dillon Business Advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes…
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08.13.25 Do You Need Travel Medical Insurance? / Disaster Relief Scams
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Clark has vital, very important advice for fellow travelers regarding insurance. Also today - while tragic disasters bring out the best in people rendering aid, we know that scammers routinely emerge to exploit this attribute, with ploys to steal donations. Clark discusses what to watch out for in a case of disaster when you want to be of help. Tra…
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How Can I Teach My Teenager About Money Without Constant Arguing?
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Teaching your teens about money can feel like walking a tightrope, but it doesn't have to be a total circus. We dive into how to help your kids snag that sweet independence without all the drama – you know, those classic arguments about allowances and spending. I’ve got some solid tips on setting up a money system that works for both you and your t…
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3246: [Part 1] The Five Biggest Millionaire Regrets by ESI on How to Build Wealth and Investing Advice
10:46
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3246: ESI shares powerful lessons from high-net-worth individuals who look back and wish they had taken smarter steps earlier in life. From missed savings windows to passed-over career opportun…
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Money Box Live: Why Are Women Retiring with Less?
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For every £1 a man has in his private pension pot a woman has just 42p according to research from pension company Royal London. When it comes to the State Pension, the gap has closed considerably for people retiring today. But women in their 80s are still getting up to 25% less than men. This week on Money Box Live, we're looking at the reasons beh…
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Across regions and sectors, inflation zigs and zags
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Ever read past the top line of the consumer price index? That 2.7% inflation rate varies a lot by metro area. The same goes for goods categories. So why is inflation higher in San Diego than Dallas? And higher for baby clothes and than electronics? We explain. Also in this episode: Long-term unemployment rises as hiring slows, businesses grow weary…
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532 invest vs pay mortgage, borrowing for cars, pay off or leave HELP debt + more with Vince Scully (part 1)
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In this 2 part chat, Dev is joined by Vince Scully from Life Sherpa to unpack your questions. In part 1 they touch on: 👉🏿 pay off mortgage vs invest vs super 👉🏻 using debt recycling 👉 buying a car with cash or a car loan 👉🏼 should you pay off or leave your HECS/HELP debt Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye W…
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Q&A: How to Spot Investment Scams Before You Lose Everything
1:13:39
1:13:39
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#633: Paul is worried the private equity investment he’s about to make could be a scam. How can he do his due diligence and stay protected when there’s a shortage of reliable information? Rob is questioning the purpose of a bond allocation in his eight-figure investment portfolio. Is he on to something, or is there a legitimate case to add them? Da…
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Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk
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Free and powerful PDF tools are hiding in plain sight. Here’s how to find them. Quick Tech Talk With Steve Yoss CPE Today When you think about Portable Document Format (PDF) files, there’s a good chance Adobe Acrobat comes to mind first. But here’s something most people don’t realize: PDFs aren’t an Adobe-owned format anymore—they’re an ISO standar…
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D.C. Crackdown, Europe's Putin-Trump Scramble, Ford's Cheaper EV Rollout
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President Trump asserts federal control over Washington D.C., police force. European leaders will meet with Trump before a U.S. - Russia summit. Ford plans to invest billions of dollars into a plant in Kentucky to prepare to build a new, cheaper electric truck. Want more comprehensive analysis of the most important news of the day, plus a little fu…
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How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors
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Applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold. The Disruptors With Liz Farr Dan Gertrudes doesn’t consider himself an accountant, though he admits, “I’m pretty good at it. I’ve taught it at Brown University.” After more than a decade working in finance in large corporati…
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08.12.25 Is the 60/40 Rule DEAD? and Inheriting Money The Right Way
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Is the 60/40 Rule DEAD? and Inheriting Money The Right Way Is the 60/40 investing rule dead? Fiduciary financial advisor Wes Moss tackles this question by looking back at research and revealing what a $500,000 portfolio would look like today. He shares why balanced investing is still critical for a comfortable retirement. Also, with the largest wea…
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How Can I Plan for College Costs Without Overwhelming My Family?
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Today, we’re diving into the wild world of college planning without losing our minds—or our wallets! It can feel like a massive mountain of debt just waiting to crush us, right? But hang tight, because I’m here to share some solid wisdom on how to tackle those college costs with a chill mindset and a faithful approach. We’re talking about starting …
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3245: There’s No Best Way to Invest AND You May Need to Save Only Half as Much Money for Retirement by Chris Reining
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3245: Chris Reining unpacks the paradoxes of investing and life, showing how seemingly contradictory advice can both hold truth depending on context. He urges listeners to move beyond black-and…
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Tariffs muddy the future of the global oil market
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If President Donald Trump’s tariffs stymie the U.S. economy — which would, in turn, slow the global economy — oil demand will fall. And we're already operating at a surplus. In this episode, why the oil market tea leaves are difficult to read right now. Plus: Trump takes an “unprecedented” hands-on approach to Big Tech business dealings, and tariff…
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Breaking Down the Billing Summary on Your CP14 Notice
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Confused on your CP14 billing summary? Let me help you out! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec -Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec…
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Financial Advisors React featuring Graham Stephan
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We welcome Graham Stephan for a high-energy round of internet money reacts. From “you can’t save your way to wealth” hot takes to high-risk crypto gambles and luxury car traps, we separate truth from clickbait. Plus, the one piece of advice Graham still gives that can make you a tax-free millionaire. Jump start your journey with our FREE financia…
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Tax And Financial Planning Every Tax Pro (Should) Know! With Dr. Richard Wells
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Are you providing basic planning for your clients? What about your own planning? Joining Eric Green is Dr. Richard ‘Rick’ Wells, retired Marine Lt. Colonel and Financial Advisor, to cover the basic planning needs everyone needs to consider, including for yourselves. It's time to stop being the ‘cobblers kids without shoes’ and get your own estate a…
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