הפודקאסטים הטובים ביותר ב-Income Tax (2025)

1
Unlocking the Power of Multifamily Real Estate: Insights from TR Capital Partners 39:43

24h ago39:43

39:43

In this episode of Alternative Wealth, host Ryan Kolden welcomes Ryan Twomey and Lucas Ravanis, co-founders of TR Capital Partners, a real estate investment firm specializing in multifamily properties. The discussion begins with an exploration of the multifamily real estate sector and its appeal compared to other asset types like industrial, office…

1
Mastering Cash Flow: Essential Accounting Tips for Business Owners with Ronald Cook 23:12

1d ago23:12

23:12

In this episode of Alternative Wealth, host Ryan Kolden welcomes Ronald Cook, a certified public accountant and seasoned financial executive with over 25 years of experience in corporate finance. Ron shares his journey from Washington state to Los Angeles and discusses his extensive background in CFO and controller roles, highlighting his expertise…

1
“Do I Have Too Much Insurance?” 4:49

9d ago4:49

4:49

We've got a great listener question for you today! This week, Barry shares that he has a life insurance policy through his job, as well as a whole life policy he purchased several years ago. Now, he’s wondering- does he really need both, or should he consider canceling one? Join Frank as he explores the many uses of life insurance beyond income rep…

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How to Minimize Your Tax Exposure and Maximize Wealth with Dan Nicholson, CPA 38:18

15d ago38:18

38:18

In this episode of Alternative Wealth, host Ryan Kolden welcomes Dan Nicholson, CPA, founder of Nth Degree CPAs and author of the bestselling book, "Rigging the Game." Recognized as a top 40 under 40 accountant globally, Dan shares his journey from working for Warren Buffett to launching his own accounting firm. He discusses his mission to help pur…

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Lessons in Private Equity and Leadership with Christopher Swing 38:41

15d ago38:41

38:41

In this episode of Alternative Wealth, host Ryan Kolden welcomes Christopher Swing, the president and CEO of Vantage Surgical Solutions. Chris shares his extensive experience in logistics, healthcare, private equity, manufacturing, and finance, including his previous roles as CFO and COO at Vantage. He discusses his successful exit to private equit…

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Navigating Business Exits: Eric Malka's Journey with The Art of Shaving 24:56

15d ago24:56

24:56

In this episode of Alternative Wealth, host Ryan Kolden welcomes Eric Malka, an accomplished entrepreneur and author known for founding the luxury grooming brand, Art of Shaving. Eric shares his inspiring journey from a 17-year-old immigrant arriving in New York City with limited resources to successfully building and exiting his business to Procte…

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Social Security Claiming Tips For Different Family Situations 11:40

16d ago11:40

11:40

Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to maximize your retirement income. Here’s what we discuss in this episode: 0:00 – Intro 1…

1
“Which Account Should I Withdraw From First in Retirement?” 3:18

23d ago3:18

3:18

In today’s show, Rebecca asks an important question about retirement planning: With four different investment accounts- her 401(k), IRA, Roth IRA, and individual account- she’s wondering which one she should withdraw from first when she retires next year and needs income. While many people default to withdrawing from their largest account, often th…

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5 Financial Mistakes to Avoid in Your 60s 14:34

30d ago14:34

14:34

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade. Here’s what we discuss in this episode: 0:00 – Intro 0:55 – Ignoring retirement planning 3:10 – Failing to utilize tax benefits 5:26 – Failing…

1
Should You Claim Social Security While Still Working? 3:12

1M ago3:12

3:12

In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy? While everyone’s situation is unique, Frank will share how h…

1
Tax Strategy and Business Planning With Shauna the Tax Goddess 33:27

1M ago33:27

33:27

Today we dive deep into the world of taxes with special guest Shauna, the Tax Goddess CPA and founder of Tax Goddess Business Services. With her extensive background in taxation and experience at KPMG and American Express, Shauna shares her insights on how the tax code is designed to benefit business owners and high-income earners. In this episode,…

1
How To Change Your Money Attitude In 2025 15:06

1M ago15:06

15:06

With the New Year comes New Year’s resolutions. While exercising more or eating better are common goals for folks as they try and start fresh in January, having a financial reset is a common resolution as well. We've got some financial changes that'll help you out, and some new mindsets and mentalities that'll put you in the righ…

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Is It A Bad Idea To Become A Renter Again In Your 50s? 2:32

2M ago2:32

2:32

A listener recently reached out, sharing that their house feels like a constant money pit. They're dealing with one repair after another, and the cost and effort are leaving them frustrated. They’ve asked Frank if he thinks it would be a bad idea to sell the house and rent while they figure out their next move. If you're in a similar boat and are w…

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How To Invest For Short-Term Goals 6:03

2M ago6:03

6:03

Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk. In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bon…

1
Best Side Hustles for Colorado Retirees (2025 Edition) 4:22

2M ago4:22

4:22

As you approach retirement, have you thought about how you’d like to spend your newfound free time? Maybe a part-time job or a side hustle is something that could appeal to you! Frank has been in this industry for a long time, so today he's going to share some of the most interesting side hustles he's seen some of his clients take on during retirem…

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Retirement Spending Strategies To Help You Spend With Confidence 11:30

2M ago11:30

11:30

It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees. Here’s what we discuss in this episode: 0:00 – Intro 1:29 – The struggle to spend i…

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Should You Time Your 401(k) Contributions? 5:35

3M ago5:35

5:35

If you’ve watched this show for a while, you likely heard it before: timing the market is not a sound financial strategy. But what about timing your 401(k) contributions? Could adjusting your contributions throughout the year give you an edge? In this video, Frank breaks down whether there’s any merit to this idea. While there typically isn’t a way…

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Mailbag: Should I Restart My 401K Contributions? 2:53

3M ago2:53

2:53

In this video, we tackle a listener's question about halting 401K contributions due to fears of a market crash around the election. Even though the anticipated crash didn’t happen, lingering concerns have kept them on the sidelines. Frank explains why trying to time the market isn’t a sound strategy and why it’s more important to focus on time IN t…

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Mailbag: Should I Go Ahead And Pay Off My Low Interest Mortgage? 5:34

3M ago5:34

5:34

In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process! Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as…

1
Financial Lessons From Your Favorite Game Shows 15:44

4M ago15:44

15:44

Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Here’s what…

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Is Dividend Investing A Good Retirement Strategy? 8:08

4M ago8:08

8:08

Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement? Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax imp…

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Are Money Market Funds Still a Good Investment After Rate Cuts? 5:35

4M ago5:35

5:35

In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere? In this episode of the Time Bluepr…

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Encouraging Your Spouse To Get Involved In The Financial Plan 6:25

4M ago6:25

6:25

Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being i…

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Surprising Financial Wisdom From The Unlikeliest Celebrities 19:56

4M ago19:56

19:56

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Tune in as Frank uncovers some valuable l…

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Putting Clients First: The Core Values of Oliver Asset Management 17:19

5M ago17:19

17:19

There are countless financial advisory firms out there, but not all are created equal. Each firm offers unique services and operates with its own set of specialties and core values that shape its approach to helping clients. In this episode, we take a deep dive into the guiding principles of Oliver Asset Management. Frank will walk us through how t…

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The ‘How Do You Know’ Questions of Retirement Planning 22:18

6M ago22:18

22:18

Were you ever the kid growing up that had to ask, “how do you know?” or “why?” about anything and everything? Turns out, having that inquisitive nature is something that can be extremely valuable to us as we plan out our finances and our retirements, and in today’s show, we’ll dive into some of those questions that you should be asking as you appro…

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14 Tax Mitigation Strategies for Business Owners & High Income Earners 35:56

6M ago35:56

35:56

In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability. ****** Free Resources ⬇️ ➡️ Start Here 📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners 📲 Book a Strategy Consultation 📩 Subscribe to the Alternative Wealth Newsletter 📺 YouTube 🎙️ Re…

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Simple Way To Increase Your Social Security Benefit (As A High Income Earner) 14:17

7M ago14:17

14:17

This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…

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The Retirement Plan For Small Business Owners You've Never Heard Of 8:58

7M ago8:58

8:58

On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…

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40 Years Of Real Estate Investing Wisdom with Arn Cenedella 44:42

7M ago44:42

44:42

On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in f…

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How To Pay Off Your Mortgage In 5-10 Years 26:04

7M ago26:04

26:04

In this episode of Alternative Wealth, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but less known in the United States. By util…

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The Top 401(k) FAQs In 2024 18:18

8M ago18:18

18:18

A 401(k) is one of the most common retirement accounts that people have today. However, navigating the ins and outs of your 401(k) without proper guidance can be tricky. That’s why Frank is here to answer your top 401(k) questions in one comprehensive episode. Here’s some of what we discuss in this episode: 0:00 – Intro 3:37 – Work plan offers 401(…

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Navigating Financial Planning for Expats with Adam Fayed 36:34

8M ago36:34

36:34

On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…

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Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman 25:05

8M ago25:05

25:05

This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…

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5 Lies You Might Be Telling Yourself About Money 21:34

8M ago21:34

21:34

Are you telling yourself financial lies? In today’s episode, we’ll uncover the top 5 lies people often tell themselves about money and retirement. From relying too heavily on Social Security to believing it’s safer to keep your money in cash, some of these could be severely holding you back, so be sure to stay tuned! Here’s some of what we discuss …

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Retirement Income Strategies and Social Security Planning with Chris Hensley 53:35

8M ago53:35

53:35

This is a replay from my other podcast Retirement Simplified. In this episode we dive into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retir…

1
The Role of Gold in an Investment Portfolio With Simon Popple 31:38

8M ago31:38

31:38

In this episode of Alternative Wealth, host Ryan Kolden interviews Simon Popple, Managing Director at Brookville Capital and an expert in gold investing. Simon shares insights on the role of gold in a person's portfolio, drawing from his 15 years of experience in the gold industry. From discussing the historical significance of gold as a safe haven…

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Retirement Rebels: Winning Your Financial Independence 20:31

9M ago20:31

20:31

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. From not relying on government programs like Social Security and Medicaid too heavily to…

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Mobile Home Investing with Frank Rizzo 31:58

9M ago31:58

31:58

This episode of Alternative Wealth features Frank Rizzo, co-founder of Stone Capital Investors, discussing his expertise in the mobile home park industry. Frank has over 20 years of experience in real estate and has acquired and repositioned numerous communities. He aims to provide better housing alternatives through his passion for the mobile home…

1
Creating Your Own Family Bank With Tom Suvansri 43:26

9M ago43:26

43:26

On this episode of Alternative Wealth, host Ryan Kolden welcomes Tom Suvansri, a wealth strategist and authorized IBC practitioner at Perennial Pride. Tom discusses the infinite banking concept, sharing insights on how to create a family bank for financial management. He explains how this alternative approach offers more control and freedom in cash…

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Take The Fork: Yogi Berra’s Financial Planning Wisdom 20:13

9M ago20:13

20:13

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from …

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Private Credit and Real Estate Investing With Kevin Amolsch 32:18

9M ago32:18

32:18

In this episode of Alternative Wealth, host Ryan Kolden welcomes Kevin Amolsch, a real estate investor and private money lender with extensive experience in finance and real estate. Kevin shares insights from his two decades as a real estate investor and 16 years in real estate lending, discussing his work with mortgage funds totaling over $750 mil…

1
The Beauty of Simplicity When Planning For Retirement 22:18

9M ago22:18

22:18

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In this episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward re…

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Long-Term Care and Life Insurance: The Basics You Must Know 26:59

10M ago26:59

26:59

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need…

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Retirement Questions That Baby Boomers & Gen X Are Asking 25:00

11M ago25:00

25:00

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some …

1
Don’t Make These Income Planning Mistakes 23:00

11M ago23:00

23:00

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could put your retirement at risk. From overlooking inflation to neglecting to diversify income sources beyond Social Security, Frank and Walter will walk you through the key pit…

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Inflation Risk: Long Term Asset Preservation 14:47

12M ago14:47

14:47

In this episode of the Alternative Wealth Podcast, host Ryan Kolden explores the silent threat of inflation that individual investors often overlook. He emphasizes the importance of considering the risk-free rate and understanding how inflation impacts purchasing power. Ryan discusses the risks associated with portfolios, highlights the impact of i…

1
Investment Returns: Asset Allocation With An Equity Bias 7:26

1y ago7:26

7:26

In this episode, we delve into the world of investment returns, focusing on asset allocation and the benefits of having an equity bias in your portfolio. We discuss the main drivers of investment returns, historical data on wealth multiples for various asset classes, and how investors can benefit in the long run by accepting greater equity risk. Le…

1
The Questions You MUST Ask Your Financial Advisor 28:57

1y ago28:57

28:57

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how th…

1
Patience Pays: The Power of Delayed Gratification 25:00

1y ago25:00

25:00

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… While it can be tempting to pass up on a 401k match when money is tight or …

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פודקאסטים בנושא Income Tax

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