show episodes
 
Artwork

1
Disruptors

Steve Trang

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
On Disruptors, Steve Trang interviews the most impressive people in business. By listening to these episodes, you'll learn the secrets to how guys like Max Maxwell, Carlos Reyes, Pace Morby, Josiah Grimes, Antonio Edwards, Sean Terry, Chris Jefferson, Chris Rood, and many more are bringing in millions per year. We discuss how they started, what sets them apart, what advice they would give somebody starting new, and what their business looks like today. We hope that by listening to this show, ...
  continue reading
 
The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
  continue reading
 
Artwork

1
Keeping It Real Estate

Mike Roeder & Dan Brisse

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
The Keeping it Real-Estate Podcast provides educational content for real estate investors, both new and experienced. Mike Roeder and Dan Brisse interview real estate professionals to gain valuable insights into multifamily investing.
  continue reading
 
Artwork

1
Generational Wealth MD

Param Baladandapani MD

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Real Estate is the fastest path to Financial Freedom. Join Param Baladandapani MD - Radiologist, mom, real estate investor and mentor to other real estate investors - as she talks about the different strategies in Real Estate Investing and how you can create your personalized roadmap to Financial Independence aligned with your goals, resources and risk appetite. Together, Param and her guests hope to inspire you and answer all your real estate related questions and help you overcome the limi ...
  continue reading
 
Artwork

1
The Infinite Wealth Podcast

Infinite Wealth Consultants

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
  continue reading
 
Artwork

1
Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
  continue reading
 
Artwork

1
Capstan Live Podcast

Capstan Tax Strategies

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
The Capstan Tax Strategies team is known for cutting-edge industry insight, technical precision, and of course, our great personalities. ”Capstan Live” delivers more of the same - straight to you! We’ll take on hot topics, real estate trends, and legislative updates with a focus on sharing the timely, straightforward, actionable information that you and your clients need. If you own real estate or advise someone who does, tune in to ”Capstan Live.” Our strength, your tax savings - live!
  continue reading
 
Artwork
 
Learn how to leverage & scale your business with MyOutDesk — the industry leader in virtual assistant services, with over 17 years of experience serving 7,500+ clients. Last year, we saved our clients $55 Million Dollars as the highest-rated Virtual Assistant company with more than 800 verified 5-star business reviews in real estate, mortgage, IT/tech, human resources, healthcare, and more!
  continue reading
 
Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
  continue reading
 
Artwork

1
Pathways to Prosperity Podcast

Terrance Schabilion and Tristan Fullum

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
Welcome to Pathways to Prosperity, your go-to podcast for achieving success in real estate. Join us as we dive into insightful interviews with successful entrepreneurs and seasoned investors who share their journeys, strategies, and secrets to attaining true financial freedom. Whether you’re just starting out or looking to elevate your real estate game, our expert guests will provide you with the knowledge and inspiration you need to prosper. Tune in and start paving your own pathway to pros ...
  continue reading
 
Artwork

1
REALTY Funnels

Kevin Cahill and Lisa Cahill, CPA

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
  continue reading
 
Imagine what it would be like to no longer stress about money. Imagine if you could transform your financial future and unlock a more fulfilling life. This show is your roadmap, and here we explore personal finance, saving, investing, debt management, tax strategies, real estate, wealth building, entrepreneurship, and just about everything in between. Adam Fernandez, a CPA, and his wife bought 3 houses in 4 years by the age of 27 (without a trust fund!). You will learn actionable strategies ...
  continue reading
 
Artwork

1
SF Commercial Property Conversations

Bruce Bean - SF Commercial Property

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
  continue reading
 
You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
  continue reading
 
Artwork

1
Real Estate Is Taxing

Natalie Kolodij, EA

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
  continue reading
 
Artwork

1
White Sheep

Ryan Evans

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
White Sheep is a podcast all about business and business related topics. We cover everything from entrepreneurship to investing in real estate and financial markets. Our hosts are business professionals and have spent many years working in, studying and starting businesses. If you are interested in learning about business you will enjoy this podcast.
  continue reading
 
Artwork
 
This show is about achieving financial freedom. This show is about growing deeper in faith. This show is about creating strong families in the midst of a world that is trying to destroy them. Frankie D'Astoli is a Catholic and capitalist who buys cash flowing real estate. His episodes focus on helping you grow in financial freedom while maintaining and strengthening your relationship with God and your family.
  continue reading
 
Stumbled into being a landlord and accidentally managing a property? Well, if life’s thrown you a curveball, jump into this show to fasttrack your accidental landlord learning curve! On The Accidental Landlord, Peter will help you navigate this accidental journey you’ve been put on, figure out how to find your footing, and connect you with all the right resources. This show will help shave YEARS off of your learning curve by bringing you guests who have already been on this same journey. He’ ...
  continue reading
 
Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
  continue reading
 
Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
  continue reading
 
Join us as we explore how great real estate agents grow their business, stand out from the crowd, and become irreplaceable. Any real estate podcast can tell you that drip campaigns and follow-up are important. On The Walkthrough™, we get the most successful agents in the country to share their exact follow-up system (episodes 20-22, 54-55, 72). We don't suggest you try to create inventory, we show you how to do it (episodes 39, 67-68). We don't just say open houses are still important, we sh ...
  continue reading
 
Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
  continue reading
 
Artwork

1
Build The Missing Middle

Dave Knight, Jimmy La, and Kartik Singla

icon
Unsubscribe
icon
Unsubscribe
Daily+
 
Welcome to this Exclusive "Build the Missing Middle" Podcast Mini-Series Hosted by Dave, Kartik, and Jimmy, this series introduces our power team, provides up-to-date resources, and assists our community of Missing Middle developers by navigating today's ever changing landscape, and dedicated to creating a positive impact through contribution. We also aim to help educate and ensure transparency for our current and future passive investors.
  continue reading
 
Artwork

1
Secrets of the Sell

Nadine Morency Mohs

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Secrets of the Sell is an informative podcast highlighting all things real estate related. In addition we discuss the entrepreneurial journey with business owners and their secrets of the sell.
  continue reading
 
What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
  continue reading
 
Artwork

1
The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
  continue reading
 
Bringing together healthcare providers, business leaders and forward thinkers at the intersection of healthcare and real estate to explore optimizing human, property, or professional performance. In conversations with innovators, industry disruptors and strategy masters inspired by progressive medical procedures, health & wellness therapies and investment real estate solutions we analyze how to deliver better patient care using medical office buildings, surgery centers, urgent care centers a ...
  continue reading
 
Artwork
 
Welcome to the Succeed REI Podcast - the go-to show for individuals who want to build wealth and achieve financial independence through real estate investing. This podcast is designed to help both novice and experienced investors learn about real estate investing strategies, get expert advice, and stay up-to-date on the latest trends in the real estate market.Each episode features interviews with industry experts and successful investors, who share their insights, experiences, and tips on ho ...
  continue reading
 
A podcast discussing the stock market, swing trading, and finding the next big companies to invest in. Find out more: rogerchanin.com/investing Roger Chanin is not an attorney, financial advisor, CPA, lender or real estate agent. The content on this www.rogerchanin.com and the Roger Chanin Investing Podcast is for entertainment purposes only and shall not be construed as tax, legal, financial advice, or other and may be outdated or inaccurate; it is your responsibility to verify all informat ...
  continue reading
 
Successful business owners and coaches are invited to speak as guests on the podcast. They will share their experiences and provide advice on topics such as obtaining funding, assembling a team, developing a business plan, and overcoming expansion obstacles. The Montreal Entrepreneur Podcast will also discuss the various phases of a company's development, such as the early stages, scaling up, and exit.
  continue reading
 
This podcast aims to empower, educate and encourage women with the knowledge and confidence they need to take control of their financial lives. Each episode provides actionable advice, real-life stories, and expert insights to help women achieve financial independence and confidence.
  continue reading
 
Artwork
 
The Mayor of Money Podcast Series will feature a wide variety of experts discussing issues related to financial and estate planning, entrepreneurship and real estate and development. You will gain new perspectives on how to make your money work for you.
  continue reading
 
Welcome to The Blake Haggett Podcast show hosted by 26 year old entrepreneur, innovator, commercial real estate advisor and influencer Blake Haggett. On this podcast you will find interviews and stories with some of the most innovative entrepreneurs, authors, influencers, and CEO's of this era.
  continue reading
 
9 to 5 outsiders podcast with Ousmane Diallo is where you can learn tips and ideas on how to overcome the challenges of leaving your job to start your own business journey. If you are all about challenging the status quo and would not settle for average, then you’ve come to the right podcast.
  continue reading
 
Loading …
show series
 
In this episode of the Tax Smart REI Podcast, Thomas, Troy, and Ryan unpack real IRS audit case studies involving real estate investors and break down exactly what happened, how they responded, and how they won.Tune in to learn:- What triggers IRS audits for short-term rentals and REPS (and how to avoid them)- The one thing most CPAs get wrong when…
  continue reading
 
In this episode of Keeping It Real Estate, Dan sits down with Brandon Hall, CPA and founder of Hall CPA PLLC, to break down some of the most powerful and often misunderstood tax strategies in real estate investing. Brandon shares his insights on everything from bonus depreciation to the real estate professional status designation, helping listeners…
  continue reading
 
Send us a text What are you thinking about as far as tax planning as we reach the mid-point of 2025? While we eagerly await finalized legislation, we're focusing on foundational tax reduction methods that require little cash outflow while delivering substantial benefits. Some topics discussed with our clients and in this episode include... • August…
  continue reading
 
In this energizing episode, Bruce Bean welcomes back leadership strategist and author Monique Lecomte to explore the power of becoming an “expert generalist.” With warmth and humor, Monique reflects on key life lessons, from growing up in a religious household to managing pools at the YMCA—all of which helped shape her into a resilient and intuitiv…
  continue reading
 
In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Michelle Colbert, a real estate agent whose path to real estate took her from military bases to Hollywood stages and ultimately into the heart of Los Angeles real estate. Michelle shares how growing up in a military family taught her the survival skills that l…
  continue reading
 
Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribu…
  continue reading
 
Cameron and Anthony take a deep dive into the controversy and confusion surrounding infinite banking. They explore the reasons why many people label it a scam, including misunderstandings of whole life insurance, poor policy design, and false comparisons with high-risk investments. The hosts address popular criticisms head-on—such as early cash val…
  continue reading
 
What does it take to build a thriving company from the living room floor, overcome personal and professional upheaval, and stay ahead in a rapidly evolving world? Let's talk about how to stay ahead and adaptable as entrepreneurs. Our guest today, Beth Rohani, CEO of Ameritex Movers and a first-generation Iranian-American entrepreneur, has the answe…
  continue reading
 
Why 99% of Businesses Get Denied for Credit — And How to Fix It 💳 Patrick Pychynski of Stacking Capital breaks down the hidden reasons most businesses fail to secure credit — and what you need to qualify. Don’t miss this eye-opening episode! Why 99% Of Businesses Get Denied For Business Credit | Video Replay https://youtu.be/EfQM2-lmZZM Review and …
  continue reading
 
ITR Economics has been predicting a “Great Depression” beginning around 2030. Over the past seven years, I’ve had multiple representatives from their firm on the show, and they’ve never wavered from that forecast. That might not sound so alarming—until you realize that their long-term predictive track record is 94% accurate over the last 70 years. …
  continue reading
 
What happens when a seasoned CPA firm embraces virtual professionals for the first time? Shawana Hudson, partner at Thomas & Gibbs CPAs in North Carolina, shares how letting go of old systems helped her team transform billing, documentation, and client communication.In this episode, Shawana opens up about the early challenges of adopting virtual as…
  continue reading
 
Send us a text If you have any interest in learning how we can help you win the tax game, go to prosperalcpa.com/apply. Also check out our free tax planning checklist and mini course at taxplanningchecklist.com. Money mindset directly impacts our business decisions and financial success, often in ways we don't consciously recognize. Mindset coach R…
  continue reading
 
Ever dreamt of owning a business but don’t want to build from scratch? Franchise ownership might be your cheat code. In this episode, former MMA Fighter Lance Hood breaks down how to escape the 9–5, build wealth, and tap into a proven business model without reinventing the wheel. Lance is the managing member of ARC Franchising, where he helps aspir…
  continue reading
 
In this podcast episode, join Cathy Bernard and Ann Blanchette, a seasoned CPA Auditeur at Blanchette & Gallucci Inc., as she shares insights from her 15 years in accounting. Ann emphasizes the value of obtaining a CPA title, discusses her firm's specialization in financial statements and tax returns for small and medium businesses, and sheds light…
  continue reading
 
In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down what real estate investors need to know about the draft of the 2025 tax bill, dubbed the “One Big, Beautiful Bill”, including what’s in it, what might change, and how to prepare for the opportunities it presents.Key topics covered:- The likely return of …
  continue reading
 
Send us a text Donor Advised Funds: The Basics and More Charitable giving becomes truly powerful when strategy meets generosity. Tax Director Lisa Behan from MP CPAs joins us to unpack the often-overlooked financial tool that's changing how smart philanthropists approach their giving: Donor Advised Funds (DAFs). The conversation dives deep into str…
  continue reading
 
What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and Daniel in Stevensville, Michigan …
  continue reading
 
This week Cameron and Anthony dig into the world of Airbnb investing with John Bianchi, a specialist who boasts a 100% success rate in guiding clients to profitable short-term rental properties. John debunks common misconceptions about the Airbnb market, lays out his proven evaluation methods—including the “20% rule”—and dives into the differences …
  continue reading
 
Join host Dan Brisse as he welcomes Vince Shorb, a leading financial literacy advocate, to Keeping It Real Estate. Vince shares his fascinating journey, from his early ventures into real estate investing in his teens to founding the National Financial Educators Council. Driven by a passion to empower individuals with essential financial knowledge, …
  continue reading
 
What if everything you've been told about building wealth and investing is a lie—and the real financial secrets are only shared behind closed doors? Most business owners and high earners unknowingly play a rigged financial game, relying on conventional advice that keeps them in the slow lane. In this episode, Mark Miller—co-founder of Hilton Tax an…
  continue reading
 
Unlock the Secrets of Millionaire Finances with Marcus Crigler. Ever wondered how top real estate investors save millions in taxes and build wealth? Join us as Marcus Crigler, CPA, to hundreds of millionaires, reveals the insider strategies that can transform your financial game. Inside Secrets From CPA Who Oversees 100s Of Millions | Video Replay …
  continue reading
 
The Wealth Formula Community is filled with high-paid professionals and small business owners—I'm one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our "jobs." Over the years, I've encountered many physicians and dentists who never even considered an exit strategy until private equity…
  continue reading
 
Director of Energy Incentives Bill Harbeson returns to Capstan Live to explain what's changed — and what hasn't — regarding renewable energy system Credits. Join us as Bill explains: How to employ a 5x savings multiplier What to consider when planning a project The role cost seg plays in claiming the ITC/CEIC Why savvy taxpayers will claim this Cre…
  continue reading
 
Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... T…
  continue reading
 
Today I welcome Promod Sharma & Jeevan Sharma to the show to discuss the immediate financing arrangement (IFA). Promod (actuary) & Jeevan (CFP) specialize in helping high-net-worth individuals & tackling their unique situations beyond basic insurance coverage. Discussion Points: What is an IFA? (2:17) Whole life (WL) vs Universal life (UL) - which …
  continue reading
 
In this episode, Frankie D'Astoli reflects on his experiences during Lent and Easter, discussing the significance of fasting and spiritual growth. He shares insights into the challenges of real estate investing, particularly the BRRRR method, and the financial hardships he faced. Frankie emphasizes the power of prayer and faith, detailing how he bu…
  continue reading
 
In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere break down what real estate investors need to know about the upcoming 2025 tax bill, including where it stands, what’s likely to be included, and how it could impact your bottom line.Key topics covered:- Expected return of 100% bonus depreciation- Potential chang…
  continue reading
 
John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Ernie in New Jersey wonder if they should convert to Roth or take advantage of zero percent capital gains tax rates. Joe Anderson, CFP® and Big Al Clopi…
  continue reading
 
Unlock the secrets to building passive income through real estate with this can't-miss episode of Infinite Wealth! Hosts Cameron Christensen and Anthony Faso sit down with Sean and Joni Wolfswinkel—the powerhouse duo behind Texas Turnkey Properties. With 25 years of investing experience and over 2,300 properties managed across Houston and Albuquerq…
  continue reading
 
Are you a high achiever running on caffeine and 5 hours of sleep? Think again. In this enlightening episode, we’re joined by Dr. Catherine Darley—board-certified sleep specialist and psychologist—who dives deep into why peak performers need more sleep, not less. If you’ve ever believed that success requires sleep sacrifice, this episode will change…
  continue reading
 
"The future of sales? Teams that run themselves—powered by AI." Steve Trang and Ian Ross reveal how automation is changing the game. How To Build A Self-Managing Sales Team With AI | Video Replay https://youtu.be/7knfJFKP61M Review and Score Your Sales Calls for FREE! objectionproofselling.com/ai To Close More Sales Faster: https://objectionproofse…
  continue reading
 
, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. It’s a complex question, but let’s unpack the math and the emotion so you can decide for yourself. First, think of your mortgage as a lever: with just 20% down, you control 1…
  continue reading
 
Send us a text The strategic employment of family members offers significant tax advantages when implemented correctly, but widespread misinformation can lead to costly mistakes and potential audit issues. • Pay family members based on work performed, not automatically the standard deduction amount • Family Management Companies are problematic unde…
  continue reading
 
#7 Homebuyers don’t always get the support they need in preparing to buy a house. Today, we sit down with mortgage expert Manny Pozas, co-founder of The Mortgage Group, to discuss key considerations and common misconceptions for first-time homebuyers, including costs that are often overlooked or misunderstood such as private mortgage insurance (PMI…
  continue reading
 
In this post 4/15 recap, Thomas and Ryan reflect on the key themes and expert interviews from the year so far, from tiny homes to creative finance, and reinforce a common truth: smart investing still works in today’s market if you stay focused and play the long game.They also dive into what’s happening with the 2025 tax bill, including the outlook …
  continue reading
 
In this episode, we sit down with Nikki Hom—a world traveler who’s proving you don’t have to stay put to build wealth through real estate. From Vietnam to Greece, and places like Jordan, Russia, and Jerusalem in between, Nikki shares how she got started with rental properties and how she continues to manage them while living and working abroad. She…
  continue reading
 
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with multifamily syndication expert Michael Blank to unpack why 2025 may be one of the best times in years to get started—or scale—in multifamily real estate.Tune in to learn:- Why today’s market conditions offer lower risk and higher long-term upside.- How Michael bounced back …
  continue reading
 
You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas p…
  continue reading
 
This week hosts Cameron Christensen and Anthony Faso chat with Joseph Woodbury, CEO and co-founder of Neighbor.com—the innovative peer-to-peer storage platform often dubbed “the Airbnb of storage.” Joseph shares the inspiration behind launching Neighbor, explores how the platform helps homeowners and investors turn unused space into genuine passive…
  continue reading
 
In this episode of Keeping It Real Estate, Daniel Fink welcomes back Neal Bawa, the "Mad Scientist of Multifamily," for a timely deep dive into how tariffs, inflation, and shifting market cycles are impacting real estate today. Neal breaks down why 2027 could be a golden window for value-add investors, why Class A properties are unusually attractiv…
  continue reading
 
Think bookkeeping is just data entry? Think again. Entrepreneurs are losing millions every year not because they lack hustle — but because they don’t know where their cash is going. In this episode, Natalia from Zachary Consulting reveals how one client went from $800K in the red to $200K in profit in six months — all by mastering their numbers. If…
  continue reading
 
🚀 He built a million-dollar business… before even graduating from high school. Don’t miss how Ben Hoang did it — and what you can learn from his journey. 🎓💼 This episode will inspire the hustle in you. How Ben Hoang Built A Million Dollar Business In High School | Video Replay https://www.youtube.com/watch?v=X6F6TS6eHlc Review and Score Your Sales …
  continue reading
 
I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…
  continue reading
 
The wealthy do a great job setting their kids up for financial independence early on but most of us are clueless - and NO - the school system unfortunately DOES NOT give them this core foundation. As parents, all of us would do anything to keep our kids from making the same avoidable mistakes we made. So our kids Aren’t stuck in the hedonic cycle o…
  continue reading
 
Loading …

Quick Reference Guide

Listen to this show while you explore
Play