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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
 
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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
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The Retirement Tax Podcast

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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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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.
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. Take control of your financial future by joining us on Ireland's Independent & award-winning Finance Podcast, with me, Paddy Delaney (QFA RPA APA) Join Paddy & guests as they attempt to cut through the tedious rules & jargon of financial services in Ireland, to help you make informed financial decisions for yoursel ...
 
Did you know the biggest impediment to retiring on time is overpaying for college? Join us each episode as financial planner Bill Mullen breaks down critical college funding conversations to reveal how you can minimize this retirement barrier. You'll learn things like: - How much colleges think your family can afford - Whether or not you'll qualify for grants or scholarships - How much you can expect to pay out of pocket We'll help you identify the answers you need to get the most free money ...
 
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show series
 
If current tax reform proposals become law, there will be many issues to be mindful of with planning for trusts. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, helps you get ahead of these changes so that you can plan for your clients to be ready for impending changes. Bob discusses: How the proposed higher income tax and capital…
 
This week Ashley discusses the current state of inflation, as well as touches upon topics like the value of encouragement, tips on teaching kids finances and the future of telecommuting.על ידי Ashley Hodge, Certified Financial Planner
 
While we all have to pay taxes, there are various tax credits and deductions available that can help you maximize your tax refund and minimize the amount you pay. But does the perfect tax refund exist? In today’s episode, Benjamin and Steven will be discussing tax returns, focusing on tips to help you get your taxes where they should be while avoid…
 
Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!
 
Everyone is different when it comes to risk tolerance. A lot of us think we are risk-averse, but we may be taking on more risk than we realize. On today’s episode, Phil is going to discuss risk aversion and how it affects our retirement plan. Read more and get additional financial information: https://philstaxhacks.com/podcast/what-is-risk-aversion…
 
I often recommend using your Health Savings Account (HSA) as another retirement account with tax benefits. This is different than the way most people approach the HSA because it starts with the word “Health” and you can pay for medical expenses. But you can invest the money for the far future allowing it to grow and compound tax-free. The best part…
 
Show Intro (00:27) Financial Freedom – what you’ve earned (2:23) Having the ability to do what you want to do, redefining who you are after you stop working, and letting go of guilt No one knows how much time they have, seizing your moment and recognizing that having more money may not make you feel better Experiencing life while you can, making th…
 
With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they’re having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA fina…
 
Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-105-financial-planning-as-a-couple/ What we discuss …
 
The House Ways & Means Committee recently released its proposed 2021 tax reform legislation. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, covers the changes being considered that would impact income tax planning, including: Funding the IRS and using tax reform to improve social safety nets Additional childcare credits and other…
 
Did you know that your investments cost money? Those mutual funds, ETFs, brokerage accounts, etc - are not free, despite the marketing. It takes people and companies to produce those products, so you better believe you are paying for them somehow. It pays to understand the costs. The biggest one I want to cover today is called the “Expense Ratio” f…
 
I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue. WHAT DO I DO? I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins. Many of my clients generate $100K+ of *new* revenue in …
 
Roth IRAs were created to help the average working American save money. However, records show Peter Thiel and other ultra-rich investors have used them to grow their untaxed fortunes. Now don’t worry if you don’t have six billion dollars in your Roth IRA—most people presumably do not—but in this episode, Steven and Benjamin will be going over how s…
 
If you have clients with more than 10 million in their traditional IRAs, Roth IRAs, and vested defined contribution plans, they may have to take distributions to keep the aggregate plan balances below a certain threshold beginning in 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, gets you up to speed related to: The new pro…
 
The latest proposals suggest that the estate tax exemption may revert back to pre-TCJA levels in January, 2022. In order not to lose the estate tax exemption that exist today, it may be necessary to make use of this exemption before year-end for your relevant clients. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, fills you in on…
 
Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management. Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT …
 
We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addressing in our financial plan. On today’s episode, Phil will discuss 5 financial decisions that people tend to put off and whether it is okay to do so. Read and get additional financial information: htt…
 
Do you recall how you felt in March 2020? You felt terrible. How do I know? Everyone did. The news was bad, the future uncertain, the death toll rising and current events were spiralling downwards. The market had fallen 35% in 3 weeks. There were no bright spots. With the news and environment unchanged, the stock market started going up. And it kep…
 
Show Intro (00:27) Feeling guilty because you have the ability to retire (1:51) Dealing with pressure from family and friends, and having to defend yourself and choices Feeling bad about not saving money, delaying retirement to pay for health insurance, and feeling comfortable spending money on yourself Having the resources to make choices, and max…
 
If you have been contemplating a Roth conversion for yourself or for your clients, you will want to tune in to this PFP Section podcast episode to hear Steve Siegel’s case for doing this before the year ends. Steve discusses his top five reasons for doing a Roth conversion in 2021, including: Potential limits on Roth conversions in the future Propo…
 
When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants. I qualified as a Certified Public Accountant in the States, and worke…
 
If the recent tax proposals were to pass, how would it affect your financial plan? Some things we may want to look out for include changes in capital gains and Roth conversions. Phil talks about who could be most impacted if these proposals became a reality. Read and get additional financial information: https://philstaxhacks.com/podcast/ep-103-wha…
 
We all know that you can barely get any interest, or return, on your savings account. The Fed is keeping the interest rate very low, which translates into low returns on savings and safe assets like money markets and government bonds. With so little return in the traditional fixed-income side of your portfolio, does that fundamentally change the wa…
 
If you are planning on emigrating from sunny South Africa, how will this affect your retirement savings? Can you withdraw? Can you leave it? What about tax?How do we factor in the "what if" situations of life, politics, legislative changes, tax law changes and should we even worry about those?Do you have questions for my podcast? Email podcast@rich…
 
On September 13th, the House Ways & Means Committee released long anticipated draft legislation which could lead to major tax changes effective January 1, 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the key areas of interest so that you can plan ahead with your clients in the event these proposals becom…
 
On this episode Ashley discusses Joe Biden's tax plan and what the effect might be on the market and economy. He also updates his market valuation and covers topics concerning living with eternity in mind and the common practices of centenarians.על ידי Ashley Hodge, Certified Financial Planner
 
**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!** My personal mission is to help CPAs and small businesses to leverage technology for their …
 
There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be discussing some of the gaps you need to keep an eye out for and how you can address them. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-102-5-ways-to-mind-the…
 
Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you ca…
 
We all know the risks, we understand how to think about the pros and cons of a decision. But when it comes to the stock market, are you certain you’re thinking about it the right way? The risk isn’t that your portfolio goes down in value, the risk is that you can’t reach your goals. What are your goals and when do you want to reach them? When do yo…
 
Should you have multiple retirement annuities, pension funds or provident funds?Will my retirement from my company affect my retirement annuity?Why can't a self employed person have a pension fund?The questions that are being sent through are amazing. Keep them coming - podcast@richideas.co.zaעל ידי Terence Tobin
 
Is there a specific age one should start saving for retirement? How much should you be investing? Should I have a pension fund, provident fund, retirement?What investment options exist if I don't plan to retire in South Africa? What about if I am in my 20s and don't know where I will be?Terence do you have options for me? ABSOLUTELY!!Send your ques…
 
Show Intro (00:27) Biggest fears or concerns around planning your retirement (1:36) Longevity, bad decisions, running out of money, market crashes The financial industry wants to sell you a solution to help you cope with your fear Identifying the things sabotaging our happiness, making excuses, procrastinating, and giving context to what retirement…
 
CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Reina Schlager, CPA/PFS, takes you through a summary of her 6-part series so that you can protect your clients financially and ensure a smooth transition of care. She covers: Does an 18-year-old need a durable POA? Client experience…
 
Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-101-red-flags-in-your-financial-plan/ Watch the video podcast: https://youtu.be/-8SUd_vExGo What we discuss on…
 
When you in your 20's you have so much time to invest for retirement, right?Cayleigh and I chat about how much you should invest for your retirement goals and understanding what retirement actually means.Send your in questions or topic requests to - podcast@richideas.co.zaעל ידי Terence Tobin
 
Borrow, Buy, Die. That’s how billionaire’s avoid paying much in taxes. When your assets are growing quickly (10%+ / year), you don’t need to sell stock or pay yourself a salary, you just borrow money at 2% interest / year. If you have significant wealth, and it continues to grow, you can take advantage of borrowing money at low cost. If there is a …
 
It’s anyone’s guess what will happen with tax laws given all the proposals floating around. If you have clients concerned about losing the estate exclusion available to them today yet they are reluctant to transfer assets outright to children and grandchildren, the spousal lifetime access trust (SLAT) may be the perfect strategy. Tune in as estate …
 
Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on y…
 
Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you age and near retirement. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-100-age-wisdom/ Watch the video podcast: https://youtu.be/-x5lDhWYZPw Key Points: 0:13 …
 
Finding a financial advisor is daunting because you know it’s important and yet it’s so hard to figure out. Bottom line up front: Start with finding Certified Financial Planners (CFP®) that understand your situation; do a little online research and then interview a couple. Tune into this week’s podcast to learn more about: Hiring a CFP®. This shoul…
 
On this episode Ashley shares his person experience with having COVID, the importance of controlling what you can control with your health, what value does news add to your life, and then the importance of following financial routines.על ידי Ashley Hodge, Certified Financial Planner
 
Show Intro (00:27) How to get started gifting money to your kids (1:34) Making this process as open or private as it needs to be, controlling the pace of taxes, and getting money out of your estate Building in layers of privacy and setting up your children for success Working with a financial planner (10:37) Creating a long-term plan and ensuring y…
 
With so many options to consider, when investing for retirement, what should you do?I have a chat with JP, a retirement investment specialist and we unpack the workings of a pension fund, provident fund, retirement annuity, regulation 28, tax, what happens to your money at death and so much more.If you have any questions, email podcast@richideas.co…
 
When you determine that your client needs a plan for transition of care, you will discover that there are endless options. In part 5 of this PFP Section podcast series, Reina Schlager, CPA/PFS, helps you sift through the pros and cons of each so that you can best guide your client. She discusses: Home and respite care Ranges of care facilities and …
 
I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time! Are you wondering how this became my life? After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrat…
 
How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-99-breaking-down-economic-news-in-bits-and-pieces/ Watch the video podcast: https:…
 
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