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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 ...
 
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.
 
Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health, and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long-term care planning, business planning, financial. Learn about helping loved ones or aging parents leg ...
 
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. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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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Have you ever heard that you can give away up to $15,000 per person per year to avoid gift tax? Spoiler alert: the government gives with one hand and takes away with the other. Now, as a general statement. This shouldn't surprise anyone, but when it comes to giving away money and other things to your kid, your family, or anyone you want. There real…
 
Website: https://www.riverfg.com/Our-Founder-and-Firm.1.htm Email: leo@riverfg.com (preferred) Phone: 781-398-1351 Facebook: @RiverFG Leo Rotman is a Financial Advisor and Founder of River Financial Group, LLC. He's also a dad, he's walked the walk and understands firsthand the challenges we face as parents. His firm works exclusively with families…
 
Byron Patrick, Managing Director of Network Alliance, knows how to stop accounting firm hackers from breaching your information (and your clients). Unfortunately, most accounting firms feel they're invincible and don't take the necessary precautions. On this episode of the Growing Your Firm Podcast, we will delve into: How to find your "hedgehog" a…
 
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-102-4-ways-to-mind-the…
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
Website: elizabethjlarson.com | Phone: (248) 722-7823 Email: elizabeth.larson@lpl.com | Twitter: @EJLarson4 FB: @elizabethlarsonj YouTube: https://www.youtube.com/channel/UCvrM4rO-DKK_cSKcgtTOiZQ?view_as=subscriber Elizabeth Larson is a Financial Consultant with a unique approach to helping families. She does "Values-Based Planning". This means she…
 
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…
 
What has been your favorite episode? Find out if it was one of our top downloaded podcasts. In our first 299 shows, we’ve covered investing, debt, spending, taxes, and more. On this episode, Ryan and Matt look back at listener favorites and discuss why the topics of those top five shows still resonate with dentists.…
 
Right now, we are thinking about our healthcare and our privacy more than ever. In this episode, Nicole covers what “healthcare privacy” really means, what the limits of privacy are for us as individuals, and what the law says about our healthcare and privacy. In this episode: What “healthcare privacy” really means what are the limits for us as ind…
 
https://members.wolfandfriends.com/?autojoin=1 Instagram: @wolfandfriends.app Carissa and Gena are moms who have children with disabilities. They understand things become more expensive when they are sold for use by someone with a disability. They created an environment where moms can share their "life hacks". Wolf+ Friends is much more than a soci…
 
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 …
 
In our new Growing Your Firm Podcast, we sat down with Shannon Hay of Live Oak Bank to get a behind-the-scenes look at financing an accounting firm acquisition. He explained everything from the nitty-gritty details of financing to things to keep in mind before making the acquisition. You can listen to the full podcast here: LINK #GrowingYourFirmPod…
 
People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would connect with potential patients? On this episode of the Dentist Money™ Show, Ryan welcomes Joshua Scott whose agency, Studio 8E8, helps practices stand out using story-first marketing. Hear how to add energy to your marketing effo…
 
What is the second-worst thing that could happen to your children, if something happened to you? It's simply this: that you didn't make a plan for them. In this episode, I’m going to talk about four major planning considerations that every parent with minor children should be thinking about when they’re doing their estate planning, whether or not y…
 
Mindful Money Management Vera Kurlantzick, MS, CDMM® Email: vera@marylandmoneymanagement.com Phone: (301) 367-2859 Website: https://mindfulforyou.com/ When I first learned about Daily Money Managers I thought only rich people worked with them. This isn't true. I invited Vera Kurlantzick to explain what Daily Money Managers do. I believe they can he…
 
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:…
 
On this episode of the Growing Your Firm Podcast, we were joined by the Workflow Queen, Alyssa Lang! She provided some royal advice for creating and implementing workflow processes that will help you scale your business. Listen to the full podcast here: jetpackworkflow.com/blog/alyssa-lang-workflow-queen…
 
Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a successful retirement. On this episode of the Dentist Money™ Show, Ryan and Matt list seven mistakes that prevent you from having enough at retirement. Your practice is thriving and the retirement road looks smooth—unless a …
 
To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-98-what-makes-phil-tick/ Watch the vid…
 
📣 250 episodes of the Growing Your Firm podcast 📣 In this celebratory podcast, returning guest Jackie Meyer interviews CEO and founder of Jetpack Workflow, David Cristello. He covers everything from his proudest accomplishments to his idea of the perfect accounting firm. Listen to the full podcast here: LINK #GrowingYourFirmPodcast…
 
Why DSOs are expanding so rapidly is a hot topic. About 20% of present practices are group practices, a number that is projected to be over 30% in the future. On this episode of the Dentist Money™ Show, Ryan and Matt take an up-close look at DSOs. What could this growth trend mean for you? And what should you do if you get a buy-out offer—and you s…
 
Do you, or do your parents or even grandparents, want to remain at home for the rest of your life? For over 75% of people age 50 and above, the answer is yes. But sadly, less than 1% of people actually live in an environment that makes this possible. Right now we are at a unique point in history where there is legislation that can actually help cou…
 
Do you need estate planning? I'm going to talk about 14 of the major considerations you should be thinking about when you're considering whether you should plan no matter what your age. Now just be aware, this is of course not legal advice. This is just general information and you really should get with a qualified estate planning or elder law atto…
 
It's been five years since I've recorded a podcast episode on Smart Planning 101, but I'm back! And the content is more important now than ever. In this short episode, I'll explain why I stopped recording episodes. But why I'm restarting now and why you will want to join me. Visit https://www.smartplanning101.com/about-smart-planning-101 to learn m…
 
Website: https://www.fusionacademy.com/ Email: omarable@fusionacademy.com Phone: 855-333-7075 Facebook: @fusionacademy Twitter: @FusionAcademy Olga Marable is the Director of Outreach for Maryland's Fusion Academy campuses. She explains who Fusion is and what makes them different. They use a "Love, Motivate, Teach" method. Their students stay engag…
 
Retirement is not one-size-fits-all. Just like your bank account, family size, job, and home, you have a number of factors to add up to create a unique situation. On today’s podcast we talk through some of the areas of your retirement that you need to make sure is decided based on your needs and goals. Read more and get additional financial resourc…
 
Jason Parr’s growth into the CEO position at Peisner Johnson has created a new style of branding, established a unique way of catering to customers, and even improved employee experience. To learn more about Jason and his journey to accounting firm CEO, listen to the latest Growing Your Firm Podcast! jetpackworkflow.com/blog/jason-parr-accounting-f…
 
Investments are the focus for all three questions on this listener Q&A episode of the Dentist Money™ Show. Ryan and Matt illustrate why expertise is needed when it comes to managing your money, offering their advice on the most effective ways of accessing cash from investments during a down market, plus explaining the adjustments your portfolio nee…
 
Find a Program: https://www.bestbuddies.org/international-programs/ Web: https://www.bestbuddies.org/ Facebook: @bestbuddies Twitter: @bestbuddies Best Buddies is the world's largest organization dedicated to ending the social, physical, and economic isolation of the 200 million people with intellectual and developmental disabilities (IDD). Founded…
 
The SECURE Act was passed in 2019, but is now facing possible amendments being added for the SECURE Act 2.0. On today’s episode of the podcast, we talk through these proposed changes and what that means for you. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-96-the-secure-act-2-0/ Watch the video podcast…
 
In the new episode of the Growing Your Firm Podcast, Gretl Siler returns to continue the conversation from her first appearance by sharing details about her proven-for-success acquisition process, the current lack of available talent in the accounting world, and some quick tips for anyone looking to acquire a firm. Be sure to listen to the full pod…
 
A live-for-today lifestyle (or a desire to finance a dream house) has some dentists asking, “What’s the minimum amount I can save and still be OK in retirement?" On this episode of the Dentist Money™ Show, Ryan and Matt look at what maxing out today’s earnings by saving a minimal amount might mean over the long run—and what tradeoffs you can expect…
 
Website: https://cumberlandtrust.com/ Email: info@cumberlandtrust.com Phone: 615-783-2540 Twitter: @CumberlandTrust Since recording this episode Jaclyn Berry has left Cumberland Trust. Please use the above contact information when you reach out to learn more. "At Cumberland Trust, we work as a part of your family’s team of advisors. We collaborate …
 
Are you sharing the content on LinkedIn that provides value to your customers and drives sales? Find out by listening to our NEW Growing Your Firm Podcast! We hear from Stephen G. Pope as he shares everything from tips for scriptwriting, what to include in each of your posts, and how to create strong video content. You can listen here: jetpackworkf…
 
With so many things to worry about as you build your career, do you have trouble living in the moment? On this episode of the Dentist Money™ Show, Ryan and Matt talk about three money matters that can cause your mind to wander. Happiness comes from being fully engaged in your current activities. Ryan and Matt offer their tips on how to prevent fina…
 
SimplyHome works with you, your support staff, and agencies at the state and federal level. Its mission is to empower independence through innovation. Web: https://www.simply-home.com/ | FB: @SimplyHome Twitter: @simply_home | YouTube: https://www.youtube.com/user/SimplyHomeSystems When you plan for your child's future think about SimplyHome. They …
 
There are a lot of things that don’t feel important, until you suddenly need them. What items do you need to be thinking about now, before it’s too late? On today’s podcast, Phil talks through the four things you want to take care of sooner rather than later. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/t…
 
Hector Garia, the Founder and Principal Accountant at Quick Bookkeeping, and David Cristello, CEO of Jetpack Workflow sat down to discuss how Hector has found success in teaching DIY training sessions, sharing content to YouTube, charging $350/hour for initial consults, and shifting his mindset about value pricing. You can listen to the full podcas…
 
Is buying permanent life insurance a permanent mistake? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life insurance. Agents say there are benefits to support purchasing permanent insurance, but are their points valid? Ryan and Matt explain why mixing insurance and investments in the same financ…
 
You may be wondering what the heck a professional organizer has to do with Special Needs. Maybe it's not what usually comes to mind when you think of resources. Yet they can be a HUGE help. Contact Vernestine: Email - aos@absouluteorg.com Phone: (202) 291-7025 | Website: https://www.absouluteorg.com/ If you're anything like I was you're probably wo…
 
The data is in: we'll share some noteworthy statistics about the Class of 2021 and their college planning. Find out how COVID-19 affected the college application process, why colleges may be more likely to give tuition discounts now, and much more. Show Notes: Website: https://savinginvestors.com/ Phone Number: 435-655-0508…
 
Have you started daydreaming about what retirement looks like? Let’s talk today about what it takes to make that retirement dream a reality. Read more and get additional financial resources here: https://philstaxhacks.com/podcast Watch the video podcast: https://youtu.be/X7eECbIY9_A What we discuss on this episode: 0:45 - Summer time is vacation ti…
 
Growing Acuity into an $8.5M/year firm has definitely presented challenges but by prioritizing the team, using a different approach to sales, and focusing on growth Matthew has found his way. To learn more about how Matthew has propelled Acuity’s success, listen to the full Growing Your Firm Podcast above! jetpackworkflow.com/blog/matthew-may-accou…
 
There are many demands that are placed on your money. Should saving for your children’s future be one of them? On this episode of the Dentist Money™ Show, Ryan and Matt discuss saving strategies for minors. Some dentists choose to save for their kids, others choose not to. No matter what you decide, you need to know the available options so you can…
 
Website: https://www.griboffestateplanning.com/ Email: Amy@GriboffEstatePlanning.com | Phone: (301) 339-8725 (preferred) Amy Griboff is an attorney whose practice focuses on Elder Law. She is licensed to practice law in both Maryland and DC. Prior to becoming an attorney, she was an elementary school teacher. Like so many of us, it was a personal t…
 
How hard or easy is it to spend your retirement savings? On today’s show we talk about the process and how to get it right. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-93-5-things-to-know-about-decumulation/ Watch the video podcast: https://youtu.be/xzRUgJBaV-g What we discuss on this episode: 0:24 - …
 
On this episode of the Growing Your Firm Podcast, Shane Mason gives us a look into launching services, working with a co-founder, remote work, service pricing, and shifting to a growth mindset. His 100% YoY growth since 2014 is enough to prove his credentials. Listen to the full podcast here: jetpackworkflow.com/blog/shane-mason-financial-planning …
 
On this episode of the Dentist Money™ Show, Ryan and Matt discuss core financial truths they feel can lead to less stress and a happier life. With money, things can constantly change. But there are some foundational principles that pass the test of time. Ryan and Matt point to nine financial fundamentals that guide their advice and one overarching …
 
Support Group Call/Drop-In: 605-468-8131, access code 933883 Every other Monday at 6 pm (EST), 2/8/2021 Every other Wednesday at 9:30 am (EST), 2/10/2021 Website: https://nancys-house.org/ | Instagram: @nancyshousecare Facebook: @Nancys.House.Respite Elissa Lewin describes herself as a "serial caregiver". She helped her son overcome his learning di…
 
There are many deadlines and time sensitive tasks to complete as you plan for college. Sometimes it can get overwhelming. Bill will lay out all the important dates to remember in this episode, so that you can be as prepared for them as possible. Show Notes: Website: https://savinginvestors.com/ Phone Number: 435-655-0508…
 
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