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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information 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, ins ...
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Make Me Smart

Marketplace

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Each weekday, Marketplace’s Kai Ryssdal and Kimberly Adams make today make sense. Along with our supersmart listeners, we break down happenings in tech, the economy and culture. Every Tuesday we bring on a guest to dive deeper into one important topic. Because none of us is as smart as all of us.
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SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert

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Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions? In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances. My mission is to help equip you to have a financially successful small business through financia ...
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Helping you to invest and build wealth 💰 I started Making Money Simple in 2019 during my final year of university and I used it to break down money-related topics as simply as possible. I still continue to do that today, along with sharing my mistakes, my own journey and my knowledge - all whilst having a laugh - through this podcast! 💻 My website - https://makingmoneysimple.mykajabi.com/ 🕺 My socials - https://makingmoneysimple.mykajabi.com/link-in-bio If you have any questions or want me t ...
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Hanford Insider

Rob Bentley

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Welcome the Hanford Insider, I’m your host Rob Bentley. I’m a lifelong resident of Hanford and I’m very involved in the local history scene and podcasting so I decided to start this show as a resource to Hanford area residents for covering issues, promoting events, sports, and reflecting on some local history. Tune in each Monday for a new episode. Please help me get the word out about the show by sharing on social media, or telling a friend. For more information about the show, you can find ...
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Are you worried about your aging parents? Do you feel they will need either in-home care, driving assistance, or possibly move into assisted living or a memory care facility? Join me as I discuss your concerns around caring for your senior parents with changes they may experience as they age, the different types of care for your parents, and how to avoid caregiver burnout. It’s hard enough taking care of your family in today’s world. Then, when you add in nursing care, physical rehabilitatio ...
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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Not Great With Scaachi Koul

BuzzFeed News and Embassy Row

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Not Great is a weekly comedy and interview podcast ruminating on politics, pop culture, and society, hosted by BuzzFeed News culture writer Scaachi Koul. (If you listen to the show, you can learn how to actually say her impossible name.) Each week, Scaachi and her guests break down the news and what’s making us so miserable (there’s a lot!), all with the hope that we can find some bright spots in the wreckage. It’s Not Great, but at least we can dig through the garbage together.
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Talking about small business accounting , accounting apps, business management, profits, HST, personal and corporate tax, advantages and disadvantages. The how of business so you can run your business faster, smarter, better and with more profits. Working on your business, not in your your business. What is your major challenge in running your business? let me know and I can provide you my suggestion. moe@numetricacity.ca Check out our website at https://www.numetricacity.ca
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We are going to build this in an entirely different way. Many entrepreneurs are quick to share the finished building with no blueprint or the final scenario without the strategy. It brings zero value. Welcome to Launch Code with Jennifer Jones. I'm your host you can call me JJ. I'm the mother of 4 little dragons, champagne aficionado, health and wellness generator, a CEO, wife, and a proud quitter. I cracked the golden handcuffs of corporate America after spending 2 decades in pharmaceutical ...
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Have you lost a baby in a miscarriage, stillbirth or SIDS? Do you feel alone? Are you angry, depressed or struggling with all the emotions infant loss can have? Are you met with unwanted advice, inappropriate encouragement or feel bitter about your loss? Are you wondering where God stands in all this chaos? Do you wonder why America hasn't done much to save babies from preventable stillbirth? Were you able to get a certificate from your state dignifying your baby's life after you lost your b ...
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The Affordable Freedom podcast is your guide to achieving financial and personal freedom. Hosted by Bryan Huhn, this show is dedicated to helping you live the life you desire. Not the life created by society's default path. When our lives are totally aligned with our intrinsic values, we can become more intentional around how we invest our time and money. Which means we stop wasting them on things that don't serve our ideal life. And then it becomes easier to have more of both than we need. ...
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Breaking the rules and real estate investment is not only possible but 100% doable. If I did it anyone can do it. You do not have to do it the way multimillionaires do. There are numerous ways to become a millionaire yourself through real estate investment one house at a time. Listen to my podcast and read my upcoming book breaking the rules in real estate investment. Feel free to contact me at my website www.realinvestor.info or via my email Kristidietz@sbcglobal.net
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Quiet Wealth

Camilla

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Only 15% of america’s millionaires are self-made women, and I’m one of them. Personally, I don’t love that number, and that’s why I’m here to help you do it, too. By now you’ve probably been asking yourself some of the questions I hear most often: Do I need my own business? How can I create passive income? How do I protect my wealth as I continue growing it? How do I teach my kids to be better at money than I was? How do I REALLY invest and not just use a financial advisor? And the biggest q ...
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The Joe Costello Show

The Joe Costello Show

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I am a serial business entrepreneur, YouTube Creator, Happiness Mentor, Integrity Guru and speaker. I want us all to be happy and I’ve been told by many, that my videos and social media posts have been inspiring and I believe I can help by sharing some of my life's experiences here as well. Episodes will include conversations with people of all walks of life that have either profoundly affected me in some way, I've learned from them and/or I admire what they bring to our society. No topic is ...
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Just mentioning the IRS breeds fear into most people. It throws them into an emotional prison and paralyzes them from taking action. This shouldn’t be the case. For every IRS tax problem, there is a solution. In these pages, tax resolution specialist, Jesus Z. Abikarram, shares the truth about the IRS and, if you find yourself in trouble, what you can do to regain your freedom. Listening to this podcast you’ll learn: What to do when you receive a notice from the IRS How to handle the threat ...
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The Property Rebel

Arsh Ellahi

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The Property Rebel Podcast is a weekly, raw and uncut show which delves into all things property and investing. Hosted by Arsh Ellahi, a UK Property who not only has a number of years of front line property experience, he is an experienced mentor, entrepreneur and author of Amazon best seller - Boom Bust and Back again. As the founder of the UK’s 1st Property Investment Mobile Marketplace - Property Investor App, Arsh shares his knowledge and wisdom in the field. Arsh gives listeners an insi ...
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Uplevel: Make Money with Airbnb, Short-Term Rentals, Real Estate Investing, Passive Income Strategies

Ginny Townsend - 6-Figure Airbnb Host, Short-Term Rental Strategist

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Are you a driven entrepreneur who wants to go to create new income streams but don't know where to start? Tell me if this sounds like you… You want to uplevel your strategies, marketing, mindset, and tactics, so you can achieve true TIME FREEDOM and FINANCIAL FREEDOM... Yet… here you sit frustrated, overwhelmed, distracted, in analysis paralysis, and totally unsure of which strategy is right for you… What’s up? I’m Ginny. I’m here to gift you the tools and strategies to help you CREATE AN IN ...
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The Linked Life

Christal J Anderson

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If there’s one thing that the pandemic taught us, it’s that being alone sucks. Loneliness is real and so many of us don’t have the deep and meaningful relationships we were created to have. Let’s face it, we thrive in community. We need each other, we need a tribe. But how do we build that tribe? And How do we become the type of people that not just find our tribe but help others do the same? Making friends as kids was easy. But somehow it got super complicated the older we got. But what if ...
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Caring for Your Aging Parents Season 02 Episode 02 Finding Balance and Joy in Retirement Unlock the secrets to a more fulfilling retirement and discover practical strategies to reduce caregiver stress with Lynn Smargis. This episode offers invaluable insights into establishing a consistent daily routine, the importance of regular meal times, and ma…
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I share the case of Brittany Watts, an Ohio woman, who lost a baby at almost 21 weeks. Her baby was stillborn. She was charged for abuse of a corpse. She was given no direction by the hospital. She did all the right things to address her loss and unfortunately, she was punished for it. This case is just a reminder why we MUST address the stillbirth…
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The Joe Biden administration announced a final rule aimed at making sure insurance coverage for mental health and substance abuse disorders is on par with traditional medical benefits. We’ll explain why the Supreme Court’s Chevron decision poses a threat to the rule. Plus, the Supreme Court’s emergency docket is filling up with challenges to Enviro…
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Have you ever thought your dentist and tax preparer could have something in common? In this episode, I share a surprising realization I had during my recent dentist visit. We’ll dive into the big difference between quick, volume-based services and those that offer a personalized, advisor-level experience. I’ll walk you through my son’s speedy denta…
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Whether you are making a plan, trying to manage your time, or simply honoring what you want in your life, saying no often seems as if it is hard to do, but what if you were able to start saying no to others, and it was easy? If something doesn't work with what you originally wanted in your life, it’s okay to say no, and you can actually say no in a…
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Are you curious if you can make money for free by lending out your investments? Tune in to this episode to see if it's right for you. Are you ready to create your ideal lifestyle? Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/…
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Send me a text and give me feedback on this episode! What do a magical evening with Magic Max and a sneak peek into the future of Heroes Park have in common? They're both part of this week's jam-packed episode of Hanford Insider! Join me, Rob Bentley, as I welcome you to an exciting overview of all the latest happenings in Hanford. From community m…
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The IRS and U.S. Treasury Department announced today the recovery of $1.3 billion from high-income tax dodgers since last fall, citing funding from President Joe Biden’s Inflation Reduction Act as the catalyst for increased collection enforcement efforts. And we hear about the a new investigation into airline rewards programs. Plus, we discuss the …
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The Harris campaign is proposing a bump in the capital gains tax that’s well below the rate President Biden had put forward. We’ll get into why remixing Biden’s tax plan scored her some points with corporate supporters. And, we’ll explain the fight between Disney and DirecTV that’s causing channel outages for subscribers. Plus, why Medicaid patient…
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Are you a business owner who feels like you’re paying too much in taxes? You’re not alone! In this episode, we dive into why millions of business owners are overpaying the IRS every year—and what you can do to stop. We’ll discuss common mistakes like only talking to your CPA once a year, missing out on proactive tax planning, and getting outdated a…
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Joe sits down with Dr. Brian Portnoy to explore the concept of "funded contentment," a revolutionary approach to financial well-being that transcends traditional views of wealth. They delve into the psychological and emotional aspects of retirement planning, emphasizing the importance of aligning financial decisions with personal values. Brian intr…
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The artificial intelligence company Anthropic is launching a new product targeted at businesses. It’s a step above the company’s consumer-facing products, like its popular chatbot Claude. We’ll explain what it could mean for human jobs. And, we’ll get into the White House efforts to combat Russian-backed attempts to influence the November president…
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Reconciling your accounts will make sure you have all your transactions accounted for each month, but when you have transactions that have not cleared the bank, you need to make sure you are taking care of these as well so that you don’t have incorrect data in your financial statements. It’s important to clean these items up in a timely manner so t…
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This year alone, cryptocurrency companies have spent over $119 million on pro-crypto candidates in federal races across the country. That’s almost half of all corporate money spent on this year’s election. But can all this crypto money really sway elections? Lee Reiners, crypto policy expert at the Duke Financial Economics Center, explains what the…
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Caring for Your Aging Parents Season 02 Episode 01 Unveiling the Truth About Senior Living Are you unsure about the senior retirement living options and what they mean for your parents? Do you know what type of senior living is the best fit for your mom or dad? In this episode, I explain the basics of senior retirement living, the types of communit…
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In this week's episode of The Property Rebel: Arsh will be sharing with you some of the best tax deductions that you might be hearing about the first time! Repair and renew - maintenance, whether small or large, especially if it's out of your own pocket, or other day-to-day fees from letting agents, advertising fees, and property management costs -…
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hady Honaker is the founder of ⁠Sam's Love⁠. Sam's Love provides memory books free of charge for those who lose babies. Sam's Love was founded in memory of her son, Samuel Beckett, who was born still on January 27, 2021, during the height of the Covid Pandemic. Sam's Love also holds a yearly 5k to keep the cost of their memory books free for all wh…
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Are you running a side business to escape your full-time job? The IRS has strict rules about what counts as a real business and what’s just a hobby—and getting it wrong can cost you big time! In this episode, we dive into the 9-point IRS test that decides whether your side gig is legit or just a fun pastime. You'll learn why it’s so important to pr…
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Joe and Regan discuss lesser-known aspects of retirement planning, focusing on unexpected expenses, psychological adjustments, and the impact of inflation. They highlight overlooked costs like home maintenance, supporting adult children, and healthcare, while also addressing the importance of planning for unplanned opportunities. The conversation d…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send me a text and give me feedback on this episode! Could a 1% sales tax transform Hanford's future? Join us this week as we unpack Measure H, a proposed initiative aimed at generating $19.2 million annually to bolster our local police, fire, and street services. Kicking things off, we update you on exciting community events like Food Truck Apprec…
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President Joe Biden has forgiven $167.3 billion in student loan debt since taking office. But his administration’s wins are often overshadowed by obstacles to its most ambitious debt relief programs. We’ll get into what this could mean for Biden’s economic legacy. And, we’ll explain why the 30-year mortgage rate can tell us what the markets think a…
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The CEO of Klarna, the by now, pay later service, said the company plans to cut its workforce dramatically by opting not to replace workers when they quit and instead use artificial intelligence to fill in the gaps. We’ll get into it. And, Nvidia’s earnings that beat analysts’ expectations didn’t impress everybody. Plus, we’ll unpack the Justice De…
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Hiring new employees is a big step, but did you know it can also save you money on your taxes? In this episode, we dive into the Work Opportunity Tax Credit—a little-known but powerful federal program that rewards businesses for hiring employees from certain targeted groups, like veterans, long-term unemployed, and more. We’ll break down how this c…
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We dive into actionable strategies to help you save more money in retirement. From pension income splitting and maximizing tax credits to optimizing RRIF withdrawals and deferring government benefits, we break down key steps to reduce your tax burden and stretch your savings. Read the full show notes and find more information here: EP 104 Show Note…
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Home improvement retailer Lowe’s is the latest in a string of American companies to publicly abandon diversity, equity and inclusion efforts after facing pushback from conservative groups. We’ll get into it. Then, two signs that the global economy may be in trouble. Plus, we’re hype about the Paris Paralympics opening ceremony! Here’s everything we…
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To ensure your coaching business is profitable, you need to make sure you are setting your bookkeeping as a priority. It doesn’t matter if you are a life coach, business coach, sales and marketing coach, financial coach, weight loss or health coach, relationship coach, or any other type of coach. If you want your coaching business to be successful,…
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In case you haven’t heard, the Summer Olympics aren’t over! This year’s Paralympics kick off in Paris on Aug. 28. It’s the first time all 22 Paralympic events will be aired live, and total broadcast revenues are up by more than 20% from the delayed 2020 Paralympics. Chuck Aoki, an American Paralympic wheelchair rugby player, said content creators l…
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In this video I go through everything that you need to know about investing and taxes in the UK. This includes the 3 main vehicles we can use to invest in the UK - ISAs, pensions and general investment accounts. And the 3 main 'phases' of investing - before investing, during investing (i.e when we are invested in something) and when withdrawing. Ul…
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In this week's episode of The Property Rebel: Arsh will be telling you why right now is the perfect time to get involved in the property business. After doing some training with his mentees, the number of stock out there is essentially limitless. The opportunities in every location are at their prime, with all the available properties, and price dr…
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I met Kila Gonzales over the phone a few years ago as she was starting up her nonprofit. She was my answer to a prayer. She runs a non profit called ⁠I Will Carry You: Birth and Bereavement Doula Services.⁠ Her nonprofit serves the families who have received a terminal diagnosis and families whose babies will be born still. Kila has an amazing stor…
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The trial weighing the merger of Kroger and Albertsons, two grocery titans, begins today. We’ll explain what the biggest supermarket merger in U.S. history could mean for everyday shoppers and why the federal government wants to put a stop to it. Plus, we’ll get into the latest of Boeing’s woes: its Starliner spacecraft. Can the company’s failures …
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Deciding whether to lease or buy equipment or a vehicle for your business can be tricky, but it's a choice that can greatly impact your cash flow and taxes. In this episode, we break down the pros and cons of both leasing and buying, helping you make the best decision for your business. You'll learn about the tax benefits, upfront costs, and long-t…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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In this episode, Matt Robison and Mike Morton consider the potential expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 and what it could mean for your finances. They focus on three key areas: the possible reduction of the lifetime gifting exemption from $13 million to $6 million; the likely increase in tax rates due to a decrease in the standa…
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Send me a text and give me feedback on this episode! Curious about how Hanford's latest city council decisions are shaping the community? Join us as we cover key updates, including why the Downtown Traffic and Pedestrian Improvement Project is on hold and what you need to know about the upcoming November 5th elections. We'll also give you the scoop…
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The Democratic National Convention this week featured a wide range of speakers, from those who railed against the billionaire class to billionaires themselves. We’ll unpack the Democratic Party’s mixed messaging on the ultrawealthy. On the other hand, the world’s central banks seem to be on the same page when it comes to interest rates. We’ll get i…
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Since Vice President Harris proposed a federal ban on price gouging in the food and grocery industries, her campaign has offered up few details about what the policy would actually look like. That’s left room for wild speculation. We’ll get into it. And, we’ll debunk former President Trump’s claims that the Biden administration manipulated job data…
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In this episode, we're diving deep into the world of depreciation and how it can help you save big on your taxes as a business owner. We’ll break down what depreciation is, the different types you should know about, and the smartest ways to use it to your advantage. Whether you're buying new equipment, considering Section 179, or exploring bonus de…
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We look at the pitfalls of complex investment strategies and emphasize the benefits of keeping things simple. They discuss the importance of trusting market principles, practicing smart diversification, and avoiding performance chasing. With insights from a recent article by Sam Sivarajan on the Canada Pension Plan's investment performance, they hi…
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We read the minutes from the Federal Reserve’s last meeting so you don’t have to! Kai Ryssdal explains why an interest rate cut in September is looking more and more likely. Plus, how the Ozempic boom is changing the cost of workplace insurance plans. And, Chicago’s hottest dance club is at the … Democratic National Convention?! Here’s everything w…
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Do you dread working on your bookkeeping for your business? Have you neglected it, and now it seems like a project you’ll never be able to tackle? We all know how essential it is to have accurate and timely financial statements so that you can make sound business decisions, but your bookkeeping doesn’t have to be dreadful. If you take some pretty s…
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For decades, private school vouchers, often referred to as school choice programs, were limited to low-income students. But recently, several states have passed universal voucher programs that any family, regardless of income, can use to pay their kids’ private school tuition. On the show today, Huriya Jabbar, professor of education policy at the U…
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In this week's episode of The Property Rebel: Arsh is going to be talking about what moving abroad has done for him. Quality of life was the most important reason for Arsh's move. This entails family-wise, as well as economically, especially with the things that have been happening around in the UK. The rat race is a common thing for us all - and A…
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This week I talk about how I learned to retreat the way Jesus did and how I learned to be obedient as I started to dive into the scriptures. As I went away to gather my thoughts I found out how God was calling me into ministry and how that was going to look like. LETS STAY CONNECTED: Link Tree Instagram Facebook Twitter Website Give if you feel led…
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New survey data from the Federal Reserve Bank of New York shows that the percentage of Americans who expect to get laid off in the next four months has gone up. On the other hand, the share of Americans who expect to get a job offer in the next four months is also up. So what gives? We’ll get into the labor market unease and why the Federal Reserve…
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In this episode, I reveal a shocking statistic: Over 23 million small businesses are overpaying on their taxes simply because they're not structured properly. If you're a business owner, there's a good chance you're one of them! I break down the common mistakes that lead to these costly overpayments and show you how to fix them. From choosing the r…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
  continue reading
 
In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers…
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