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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Talking Tax

Bloomberg Tax

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Talking Tax, from Bloomberg Tax, is a weekly discussion of the most pressing issues facing tax and accounting professionals. Each week the podcast features discussions with lawmakers, federal regulators, lawyers, and journalists. From the courts to Capitol Hill to the IRS, Talking Tax has it covered.
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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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The Mr. R Show

Chris Picciurro and John Tripolsky

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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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The Growth Minded Accountant

Lee Reams II from CountingWorks PRO

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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
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The Cashflow Project

Tri-city Equity Group

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This is for busy professionals who are looking for financial freedom through passive income, with a focus on cashflow assets in Multifamily Real Estate. We will be covering a variety of topics such as buying, managing, and selling real estate assets, specifically apartments. To learn more about us, visit tricityequity.com
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Welcome to the DubaiView Real Estate Podcast, your source for clear, straightforward insights into Dubai’s property market. Whether you're an experienced investor or just exploring, we provide expert advice from industry professionals on market trends and smart investment strategies. Tune in for practical guidance to help you navigate Dubai’s ever-changing real estate landscape.
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The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.
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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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The Artist’s Guide to Business helps creative entrepreneurs, makers, and artists build thriving, sustainable businesses. Each week, Kay Potter shares proven strategies on how to grow your art business, market your work, and confidently navigate the business side of being a working artist. From pricing and promotion to email marketing and mindset, this podcast is your step-by-step guide from easel to CEO — and back again.
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Beyond the Headlines

Austin Cartwright

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Beyond the Headlines cuts through the noise of today’s media. We deliver sharp, no-fluff briefings on geopolitics, global intelligence, and economic shifts — designed for professionals in finance, policy, and defense, and curious minds who demand deeper insight.
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How Money Works

Craig Moser

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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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PROpulsion LIVE

Francois du Toit

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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Tactical Business

Tactical Payments

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Tactical Business is the weekly business show for the firearms industry. The podcast features in-depth interviews with the entrepreneurs, professionals and technologists who are enabling the next generation of firearms businesses to innovate and grow. From attracting and keeping good employees, to employing technology that cuts costs and streamlines your firearms business, to understanding the tax and gun regulations that uniquely apply to our industry, if it impacts firearms businesses, we ...
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The Expert Podcast brings you firsthand narratives from experts across diverse industries, including private investigators, general contractors and builders, insurance agencies, vehicle specialists, lawyers, and many others.
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Pilot’s Portfolio

Timothy P. Pope, CFP®

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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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First Trust ROI Podcast

First Trust Portfolios

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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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Welcome to "Path To Passive: Real Estate Investing for Tech Professionals," the podcast that helps tech-savvy individuals secure their financial future through real estate. In the fast-paced world of technology, it's easy to overlook the power of real estate as a source of passive income. This podcast is here to change that. In each episode, we'll break down real estate investment strategies in plain language, tailored to tech professionals like you. We'll cover topics like how to use your t ...
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Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Passive Income Pilots

Tait Duryea and Ryan Gibson

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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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No fluff. No filler. Just real, unfiltered marketing and business strategies for real estate professionals. Hosted by Jerome Lewis, the Real Estate Marketing Implementation Podcast delivers honest, direct, and practical insights from industry experts in real estate, marketing, and business growth. If you want straightforward guidance that actually works, this is the podcast for you.
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Join us as we dive deep into the art of making more money, effortlessly integrating cutting-edge technology, and transforming your systems into unstoppable profit machines. Hosted by industry expert Kyle Whissel and his head of marketing Bryan Koci, this podcast is your go-to resource for invaluable tips, strategies, and insider knowledge that will take your career to unprecedented heights. Visit TheWhisselWay.com to get even more information, access exclusive resources, and connect with lik ...
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The Wealth Mindset Show

Hixon Zuercher Capital Management

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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Luxembourg Intelligence News Briefing: weekly news and insights for Luxembourg financial sector professionals. The Luxembourg Intelligence News Briefing delivers your essential weekly notebook briefing, meticulously curated for leaders and professionals across the Financial Sector – from Investment Funds and Banking to Corporate Law, Governance, and Compliance. Stay ahead with critical insights into CSSF regulatory updates, market shifts, AML/CFT developments, and crucial legal deadlines. Th ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Welcome to The American Land Seller, the podcast dedicated to landowners, buyers, and investors seeking expert insights into the evolving land market. Hosted by Koby Rickertsen, an Accredited Land Consultant and Multi-State Land Broker with High Point Land Company, this show dives deep into market trends, investment strategies, and real-world experiences in farm, ranch, and recreational land sales. Each episode features industry professionals, seasoned investors, and landowners sharing their ...
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IRS Whisperer

Dan Henn, CPA, CTR™

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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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Welcome to ThinkAdvisor’s Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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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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Want the real story about moving to Portugal? Skip the fluff and dive into honest conversations about what it actually takes to make Portugal your home. Each episode, we bring you in-depth discussions with immigration experts, tax specialists, and real people who've already made the leap. From understanding the D7 visa process to navigating Portugal's property market, we cut through the noise to deliver practical, actionable insights. Our guests share their unfiltered experiences—the wins, t ...
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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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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Broke is Boring

Jane Freund and Tiffany Baker

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Broke is Boring is the no-fluff, no-filter podcast for women who are done settling—for less money, less freedom, and less life. Hosted by Jane and Tiffany, two moms who traded survival mode for CEO energy, this show is your permission slip to want more—and go get it. We’re ditching dusty money myths, calling out the “play it safe” culture, and spilling the real tea on wealth, freedom, motherhood, and building a life that actually lights you up. Whether you’re scaling your biz, starting over, ...
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Welcome to Philly Landlord Guy – the ultimate resource for anyone who already owns properties in Philadelphia or is looking to invest in the city. Hosted by Yuriy Skripnichenko, a seasoned real estate broker and property management expert, this podcast delivers practical insights, expert interviews, and actionable strategies to help you navigate the challenges and opportunities of Philadelphia’s rental market. This is not a podcast about success stories—it’s for those who want to understand ...
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In high-growth investing, knowing where to place your bets is everything. Fast Growth: The Venture Studio Way is for investors—high-net-worth individuals, angels, and seasoned professionals—and founders who are ready to scale, bringing them the exact tools and insights they need to build and back ventures with serious potential. Each episode delivers sharp, actionable insights into what truly drives value in today’s funding landscape, from tax-efficient SEIS/EIS schemes and venture studio mo ...
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Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the lat ...
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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An original podcast series from the Ohio Society of Association Professionals featuring candid conversations about the latest trends, challenges and success stories shaping the association world.
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Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…
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Episode Description For years, consumers have been defrauded by online cryptocurrency scams and Ponzi schemes. But now we're seeing something even more alarming - major crypto platforms and trading accounts that were fundamentally scams from the ground up. In this episode, we break down what to do if you've been caught in a crypto Ponzi scheme and …
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Episode Description The Securities and Exchange Commission (SEC) is investigating Coinbase, one of the largest cryptocurrency platforms, for potential securities violations. This episode explores the critical question facing crypto investors: when does a digital asset become an illegal security? We break down the legal definition of securities, the…
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Episode Overview Asset searches are crucial investigative tools in legal proceedings, but timing is everything. This episode explores when and why to conduct hidden asset searches across different types of court cases, from civil litigation to divorce and probate disputes. Key Topics Covered Civil Litigation Asset Searches Pre-litigation considerat…
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Episode Description In this eye-opening episode, we investigate the controversial question: Is Telegram messaging app a scam or fraud? Our expert from Active Intel Investigations breaks down the truth about Telegram's safety, why scammers love using it, and how you can protect yourself while using the platform. Key Points Discussed Telegram is NOT …
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Episode Show Notes What You'll Learn: Expert Witness Definition: Understanding who qualifies as an expert witness and their role in backing up evidence for both plaintiffs and defendants in court cases Court Certification Process: How judges determine and certify expert witnesses, including the curriculum vitae (CV) requirements and credential veri…
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Episode Description Working from home seemed like the perfect solution - no commute, no dress code, and the comfort of your own space. But what if convincing your boss that you can work just as effectively from home has opened a door you can't close? This episode explores how remote work arguments might be inadvertently making employees more replac…
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Episode Description In this eye-opening episode, we explore the transformative power of conflict resolution through a brilliant tug-of-war metaphor that will change how you think about disputes forever. Discover why most conflicts are lose-lose situations and learn the hidden art of mediation that can turn adversaries into allies. Key Takeaways The…
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Episode Description In this episode, we dive deep into the ongoing legal battle between major pharmaceutical companies over COVID-19 vaccine patents. Moderna has filed a lawsuit against Pfizer, claiming patent infringement on their groundbreaking mRNA vaccine technology. This case highlights the complex world of pharmaceutical research, development…
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Episode Description How many times a day, week, or month do you sign agreements without reading the fine print? From cell phone contracts to app downloads, we constantly agree to terms and conditions that may create hidden risks and liabilities. In this eye-opening episode, we examine a real-world example that reveals how standard contracts can lea…
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Episode Description Explore the unintended consequences of labor movements as automation accelerates in response to rising wages. From McDonald's drink carousels to robot-operated french fry stations, discover how businesses are systematically replacing human workers with machines to offset increasing labor costs. This episode examines the real-wor…
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Episode Description Tired of getting the runaround when you call customer service? You're not alone. In this episode, we break down exactly why customer service has become so frustrating and reveal proven strategies to get the real answers you need. What You'll Learn Why Customer Service Has Become So Difficult The real cost of providing quality cu…
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Episode Description Every company wants to have a "corporate culture" backed by mission statements and slogans, but is this actually helping anyone? In this episode, we break down why forced corporate culture is bad for both companies and employees, and explore what authentic workplace engagement looks like instead. Key Points Covered: The Corporat…
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Episode Description Ever wondered why your car repair bill always starts with "Customer States" before describing your vehicle's problem? This episode reveals the legal and business reasons behind this common automotive industry practice and explains what it means for both car owners and repair shops. Key Points Covered: Legal Protection for Repair…
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Episode Description Learn how sophisticated criminals are exploiting DMV paperwork loopholes to steal and resell millions of dollars worth of vehicles. This episode breaks down a real Miami auto theft ring that used "re-vinning" techniques to fool dealerships and buyers, including major chains like AutoNation. Discover the hidden VIN locations on y…
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Not all advice business sales are equal and many require meticulous planning to achieve the desired result but when the right decisions are made, the outcome can be very satisfying. In this episode of the FT Adviser Better Business podcast Broadway Financial Planning's Keri Carter shares her M&A journey and what she has learned along the way Hosted…
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In the book The Five People You Meet in Heaven, each person the main character meets help him understand his life in a new way. Today, Craig and Jennifer talk about the five people you should meet before retirement, people who can guide your next chapter and help you retire with confidence, and purpose. After all, retirement isn’t just about money,…
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Key Topics Covered: The housing window is closing - Many people have delayed home purchases due to inventory shortages, high prices, and rising interest rates, but opportunities for homeownership may be disappearing Multiple barriers to entry - House pricing, interest rates, and mortgage availability are all working against potential buyers, while …
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Episode Description: Discover why home prices continue to escalate and how builder strategies are contributing to housing inventory shortages. In this episode, we explore the complex factors keeping new homes off the market longer, from labor shortages to strategic pricing delays, and what this means for today's buyers. Key Topics Covered: Builder …
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Key Topics Discussed: The "Home Rich" Strategy - Finding the sweet spot between not overextending on a home purchase while avoiding the wealth-draining trap of paying rent to build someone else's equity Harvard Economist Recommendations - CNBC features expert advice on wealth maximization strategies, with home ownership ranking as the #3 most impor…
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Episode Description Discover why waiting for real estate prices to drop might be costing you more than you think. In this episode, we explore the fundamental differences between today's housing market and the 2008 crash, examine real case studies of buyers who waited and lost, and reveal the hidden demand that's keeping prices elevated. Key Points …
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Episode Description Arizona continues to be one of the hottest migration destinations in the U.S., attracting people seeking milder weather, escape from harsh winters, and lower taxes. Despite what many believe, there are still opportunities to find livable homes under $200,000 in the Grand Canyon State. This episode breaks down the current market …
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Episode Description In today's urgent real estate market, millennials are being priced out and pushed aside by cash buyers in one of the most aggressive housing markets we've ever seen. But there's still hope - and opportunity - if you know where to look and act fast. Key Topics Covered: The Millennial Housing Crisis - Why it's becoming impossible …
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Bringing the Human Element Back to Human Resources – with Angela Sarver Hosts Kathleen Kenealy and Kevin Williams are joined by Angela Sarver, founder of EllieBlu HR Consulting. Angela is a human resources expert who specializes in consulting with independent financial advisors. Angela is on a mission to bring the human element back to the workplac…
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Episode Description Discover why $200K homes might be your ticket to homeownership and financial freedom in today's challenging real estate market. This episode reveals 7 compelling reasons why you should consider buying a $200K house right now, especially if you're currently renting. Key Points Covered: Affordable Cities Are Disappearing Fast - Ac…
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Episode Overview Rental prices are skyrocketing across the U.S., with apartments that used to cost $800-900 now reaching $1,500 and climbing higher. This episode explores why buying an affordable home under $200,000 might be your best strategy to lock in housing costs under $1,200 per month. Key Points Covered: The Rental Crisis Reality Rental cost…
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Episode Description In this episode, we dive deep into one of the most important financial decisions you'll ever make: whether to rent or buy a home. With rental prices skyrocketing and landlords hiking up costs with no end in sight, is now the time to lock in your housing payment by purchasing a home? Key Topics Covered The $200K Home Sweet Spot -…
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Episode Description Rental prices are skyrocketing across the country, forcing people out of their homes and communities. In this episode, we explore how you can break free from rising rent payments by transitioning from renting to homeownership, even in the most expensive markets. Learn practical strategies to lock in affordable housing payments a…
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Episode Description Discover how a $200,000 house purchase could potentially transform you into a millionaire through strategic real estate investing and market appreciation. This episode breaks down the math behind property wealth building and explores why today's real estate market presents unique opportunities for long-term investors. Key Topics…
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Episode Description What happens when your electric vehicle's battery dies and you can't get a replacement? This episode explores a critical issue facing EV owners as we discuss General Motors' recent decision to discontinue battery replacements for the Spark EV, leaving owners potentially stranded with unusable vehicles. Key Topics Covered: The GM…
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Episode Description Ford is forcing its dealers to make a business-altering decision that could reshape the entire automotive retail landscape. Within one year, every Ford dealer must choose their path: sell only electric vehicles, stick with traditional gasoline cars, or focus solely on commercial vehicles. This unprecedented ultimatum is creating…
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Key Points Discussed: Current Electricity Crisis: Wall Street Journal reports there's already an electricity shortage in the United States, with power grid operators cautioning that supplies aren't keeping up with demand Rolling Blackouts Predicted: Many states are struggling to meet current demand, with rolling blackouts predicted for this year - …
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Key Points Discussed: Current EV Market Share: Electric vehicles represent only about 1% of all vehicles on the road, yet states are already implementing additional taxes and fees EV Cost Recovery Challenge: Electric vehicles may cost $10,000-$15,000 more than gas versions, and even with monthly fuel savings of $40-50, break-even can take 8-10 year…
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In this timely and tactical episode of Real Estate Success: The Whissel Way, Kyle Whissel and Bryan Koci dive into the realities of the slow summer 2025 market and what agents can do when listings sit longer than expected. This isn't just theory — it's pulled directly from a real team meeting with boots-on-the-ground experience. They break down the…
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Key Topics Discussed Industry Warning Signs - Stellantis executive raises concerns about rushed EV transition and lack of comprehensive planning for raw materials, clean energy infrastructure, and geopolitical sourcing risks Historical Context Comparison - Internal combustion engines had 100+ years to develop complete infrastructure (gas stations, …
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Episode Description In this episode, we explore one of the most overlooked advantages of electric vehicles: their revolutionary design flexibility. While much of the EV discussion focuses on charging infrastructure and material sourcing challenges, we dive deep into how electric vehicle architecture is creating unprecedented opportunities for vehic…
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Episode Description We've all been watching the ping-pong game of electric vehicles - are they becoming more advantageous or less advantageous? Will gasoline engines survive, or are EVs the way of the future? In this episode, we dive into new data suggesting that EVs are no longer the economic alternative to internal combustion engines as superchar…
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In this episode, host Patrick is joined by Dr. Anjali Rajpal, a Beverly Hills dentist who opened her own practice in the middle of the COVID chaos and made it work. They talk about what it really looks like to go out on your own, build a brand around your personal energy, and navigate today’s evolving dental workforce. Here's what they dig into: – …
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The fate of the OECD-led global tax deal was rocked this week after the US and its Group of Seven allies came to an understanding that would exempt American companies from two key parts of the global minimum tax framework. G7 countries agreed to the exemption over the weekend in exchange for Congress removing Section 899 from its tax-and-spending b…
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Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, joined the JofA podcast early Wednesday to provide context on the fast-moving budget bill that was approved by the Senate on Tuesday and is being discussed in the House today. Lauridsen detailed some tax-related priorities of the AICPA and state societies. She also explained the a…
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Ever wonder what happens when you invest in a syndication? In this episode, hosts Tait Duryea and Ryan Gibson break down how real estate syndications work, from deal sourcing and underwriting to legal docs, fees, and investor returns. Learn how passive investors get access to large-scale deals, what to look for in a sponsor, and what happens after …
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What's powerful enough to make homeowners abandon their coveted 3% mortgage rates? Despite the persistent "lock-in effect" narrative in today's housing market, something surprising is happening. Homeowners are increasingly willing to trade their ultra-low mortgage rates for today's 6%+ rates – and not for the reasons you might expect. The data conf…
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Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week. This week is a special episode of Physician Family Finances. It features the guest appearance Ben Utley made on Kevin M.D. In this episode, Ben and K…
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Beyond the Headlines — in-depth global intelligence and geopolitical analysis for thinkers, professionals, and truth-seekers Follow and subscribe for sharp geopolitical insights on the forces moving markets, power, and global affairs. #BeyondTheHeadlines #Geopolitics #GlobalMarkets #CurrentEvents
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True accounting firm transformation isn't just about the numbers; it's about a fundamental shift in your mindset and how you operate, which is exactly what Debbie Snelling experienced. In this revealing case study, we hear from Debbie, the owner of North Georgia Tax Solutions and a former tax director for a publicly traded company, as she shares he…
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The Problem... Many people struggle with their retirement savings because of taxes. Traditional retirement accounts like 401ks and 403bs are tax-deferred, meaning you or your heirs will eventually pay 100% of the taxes on that money when you take it out. This can significantly reduce the amount of money you have available in retirement. Why This Is…
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Welcome to a new episode of The Philly Landlord Guy podcast — your reliable source for clear, practical insights into the Philadelphia rental market. In this update for May 2025, we break down everything landlords and property investors need to know: pricing trends, market shifts, scam warnings, tax increases, rebate opportunities, and the latest o…
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