The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
Dalene Higgins
Are you ready to transform retirement uncertainty into a clear, actionable plan? If you’re looking to retire in the next 5-10 years, you’ve come to the right spot. Only 54% of Gen Xers feel prepared for retirement, and a staggering 22% believe they’ll enjoy a comfortable lifestyle. If retirement planning and your finances feel overwhelming, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances LLC, your financial and retirement coach. It’s time to stop avoiding your finances and ...
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Funny travel stories and tips. All within 20 minutes.
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Helping millennial tech professionals spend more time on the things and people they love by winning the game of personal finance.
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A humorous sci-fi and fantasy anthology exploring dark themes with colorful characters. Each episode is a new, fantastic story.
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James Blower, the Saving Guru, helps savers get the best deal for their money by providing unique insight in to the savings market. See acast.com/privacy for privacy and opt-out information.
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The Ultimate Guide to Double Glazing Windows in London: Benefits, Styles, and Savings
Shepherd Bush Glaziers
Double glazing windows in London offer enhanced energy efficiency, noise reduction, and improved security. Ideal for both modern and period properties, popular styles include casement, sash, and bay windows. With reduced energy bills and increased property value, double glazing is a smart investment for homeowners seeking comfort and long-term savings.
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This podcast was created at Nashville Voice Conference for J Houston Savings Enthusiast and will feature weekly updates including interviews and how-to tips for the financial industry.
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Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www.CheckBookIRA.com or call (800) 482-2760
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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Swagat hai aapka humare finance investment show “Chedilal Ghar Jode” mein. Yeh show mein Retire Chedilal apne aas paas ke logo ko unsuni investment scheme batate hain, jisse log usse apply karke apna nuksaan bachate hai. Kuch aisi aisi scheme iss show mein batayi gayi hai jisse aap sabhi sunkar shock ho jayenge aur apni investment planning ke bare mein zaroor sochenge, toh der kis baat ki dosto abhi jakar suniye “Chedilal Ghar Jode” jiske writer hai Sachin Kumar Srivastava. Iss show ko apne ...
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Ladies and Gentlemen, Moneystepper's 2015 Savings Challenge is here. And, it’s here to make all of our financial futures a better place – together!The Moneystepper 2015 Savings Challenge has created a large community of people who are striving towards two specific financial goals in 2015: to increase your net wealth and to improve your savings rate.Every member of the challenge will be working towards these two goals, which are set by themselves before the start of the year. This way, we can ...
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EverydayCPA Show | Business Owners | Self-Employed | Households | Tax | Budgeting | Savings
Kelly Coughlin, CPA, CEO, EveryDayCPA
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
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Join us on "Coupon Savvy," your ultimate destination for mastering the art of smart shopping! Discover the secrets of maximizing discounts, exploring the latest deals, and making every purchase count. Tune in to unlock the world of savings with Bummelwelt.de. Shop smart, save big!
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Verhandlungsführung für Einkäufer | Urs Altmannsberger | Preisverhandlungen| Jahresgespräche mit Lieferanten | Monopolisten und Monopole verhandeln | Savings und Gewinne steigern
Altmannsberger, Urs P.
| Verhandlungstraining für Einkaufsleiter und Einkäufer | Du bist Einkaufsleiter oder Einkäufer und suchst nach Anregungen und Impulsen, um Deine Kompetenz rund um Verhandlungsführung im Business Einkauf zu erweitern bzw. zu vervollständigen? Dann bist Du hier goldrichtig. Urs Altmannsberger ist der Top Verhandlungstrainer, wenn es um Businessverhandlungen im Einkauf geht. egal ob Autokonzerne oder handwerksbetriebe. Alle Einkaufsverhandler profitieren von dem, was er tagtäglich in Verhandlu ...
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Tax-Advantaged Charitable Giving
21:13
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21:13
Allie and Logan talk about giving to charities in the most tax efficient ways.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Income Timing Hacks: Slash Your Taxes in High and Low-Income Years
25:19
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25:19
Send us a text Are you making the most of year-end tax strategies to reduce your tax liability? In this episode, Mike Jesowshek, CPA and owner of TaxElm, dives into essential year-end tax planning strategies for business owners, focusing on income timing, deductions, and proactive spending decisions. He explains how understanding current and projec…
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Ep 84 The Retirement Exercise That Changed My Life (And My Clients')
18:05
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18:05
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality. The episode shares personal experiences of setting retirement goals, working w…
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DIY Money Jr - Financial Books for Starting Out
14:45
14:45
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14:45
Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Saving Without Social Security
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20:02
Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Quint and Logan talk about the state of the market and things to think about moving forward.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Quint and Allie talk about pensions and how to plan for them.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ultimate Tax Strategy Checklist for Year-End Success (2024)
32:49
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32:49
Send us a text Are you making the most of your tax-saving strategies before the year closes? In this episode, Mike Jesowshek provides a comprehensive checklist of essential tax strategies to implement before the end of 2024. As a CPA and founder of Tax Helm, he emphasizes maximizing tax deductions, making necessary payments, and properly documentin…
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Ep 83 Navigating Social Security with Christopher Hensley
27:42
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27:42
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security. We discuss factors affecting the best time to start claiming benefits, special considerations …
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Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Investment Considerations for End of Year
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13:06
Quint and Logan talk about important items to consider before the end of the year in your investment accounts.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Advanced Tax Strategies For Business Owners (SIMPLIFIED)
30:07
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30:07
Send us a text Are you overpaying on taxes and missing out on key deductions that could boost your business's bottom line? In this episode, CPA Mike Jesowshek shares advanced tax strategies that empower business owners to significantly reduce their tax liabilities while building wealth. Mike addresses common challenges business owners face when min…
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Helping Family With Money
18:15
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18:15
Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 82 | 8 Powerful Reasons to Start Saving Now
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22:39
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, I discuss the importance of saving for retirement and how to ensure you have enough money when you retire. This episode outlines practical steps to manage money, eliminate unnecessary expenses, and build a robust saving habit. I also hig…
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HSA or 401(k) or IRA - Where to Invest?
18:27
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18:27
Allie and Quint talk about where to invest funds and why.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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3 Financial Tips for the End of the Year
18:29
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18:29
Daniel and Allie talk about the important things to consider doing before year end.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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The ULTIMATE Guide to an Accountable Plan for Your Business (2024)
17:43
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17:43
Send us a text Are you missing out on key tax deductions by mixing personal and business expenses? In this episode, Mike Jesowshek discusses the importance of setting up an accountable plan for businesses, especially S and C corporations. He breaks down how accountable plans allow business owners to reimburse themselves for personal expenses with a…
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Custodial Accounts for Unborn Child
18:32
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18:32
Want to start saving for a child before they are born? Quint and Logan talk about how to do that.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 81 Why A Money Routine Leads to Budgeting Success
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17:48
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances. A money routine is ab…
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Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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How does the Election Impact Your Finances?
13:27
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13:27
Daniel and Logan talk about the upcoming election and how that can influence a financial plan.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Harris vs Trump | How The Election Will Impact Your LLC
16:36
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16:36
Send us a text How could the upcoming election shape the future tax landscape for LLCs, and what strategies can business owners consider now to stay ahead? In this episode, Mike Jesowshek explores how the upcoming 2024 presidential election could impact LLCs, particularly small business owners. He provides a non-partisan analysis of both the Harris…
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Master Limited Partnerships Taxation
22:15
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22:15
Daniel and Allie talk about taxation on this type of investment.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 80 A Journey of Financial Discipline and Growth With Alexandra Dotcheva
24:40
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24:40
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! During this guest episode, I am lucky to interview Alexandra Dotcheva, who shares her transformative journey from an immigrant violinist to a financially independent real estate investor. She discusses the challenges she faced during the 2008 financial c…
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DIY Money Jr - Business Income
15:02
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Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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When Do You Need an Advisor?
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Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Guide To Building A Mega Backdoor Roth
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14:08
Send us a text Do you know how to unlock the power of tax-free retirement savings using a Mega Backdoor Roth? In this episode, Mike Jesowshek provides a beginner's guide to building a Mega Backdoor Roth IRA in 2024. He explains the differences between traditional and Roth IRAs, then details how to maximize retirement savings using the Mega Backdoor…
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Daniel and Allie discuss the different components of estate planning and the most important things to get in place.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 79 Shift from Emotional to Intentional Spending for a Worry-Free Retirement
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18:58
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, I discuss the emotions tied to spending and their impact on not only achieving financial goals, but making impactful decisions. I share a client story demonstrating the importance of identifying personal values to forge a positive relati…
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DIY Money Jr - Set It and Forget It
14:58
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14:58
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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How to Set Goals - The 5 F's
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22:50
Quint and Logan explain how they set goals in the different areas of their lives.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Listener Q&A with Mike Jesowshek CPA
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24:34
Send us a text Have you ever wondered if you could deduct a mentorship program paid for on your personal card before starting your business? In this episode, Mike Jesowshek, a CPA, hosts a listener Q&A session addressing various tax-related questions from small business owners. He covers topics such as deducting business expenses, managing mentorsh…
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Selling Your Home? Now What?
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Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 78 | 3 Ways to Make Sure You're On Track to Retirement
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19:38
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! To have a happy and successful retirement takes more than just enough money. In this episode, I discuss three common retirement gaps that could lead to disappointment and boredom in retirement. Beyond the financial side, it’s essential to plan for your d…
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Quint and Daniel talk about some real estate best practices.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Logan and Allie talk about three tips that are important for young adults.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Buy, Borrow, Die Paradox: How The Rich Get Richer Using Debt
10:20
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10:20
Send us a text What if you could grow your wealth, avoid taxes, and pass on your assets to your heirs without capital gains? In this episode, Mike discusses the *Buy, Borrow, Die* strategy—a powerful tax avoidance method used by the wealthy to preserve and grow wealth. By buying appreciating assets, borrowing against them tax-free, and passing them…
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Taking a Tax Loss in a Retirement Account
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15:22
Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 77 Can You Afford Retirement? Debunking the Myths Holding You Back
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17:11
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Will I run out of money in retirement? It’s a question many people ask in one form or another. In today’s episode, I explore why this question lingers in your mind and how you can shift your thinking to trust that you’ll be financially secure. We’ll dive…
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Which Healthcare Plan Should you Have?
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20:21
Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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How Interest Rate Changes Impact You
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22:09
Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Should I Borrow from my 401(k)?
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20:08
Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.Kirjoittanut Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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