Tax Planning 公開
[search 0]
もっと

Download the App!

show episodes
 
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!
 
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
 
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.
 
Loading …
show series
 
This week Mark and Victor discuss how much money you need for retirement and how to make sure it will last. Go to 920taxes.com for the free guide: “Are You Paying Too Much In Taxes In Retirement?” Then, they will dive into what tools you need your retirement tool kit and an exciting game of “Would You Rather?” Also available on Spotify, Apple Podca…
 
ILITs- Irrevocable Life Insurance Trusts Have you heard of these? Here is what do you need to know about ILITs and their function. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned som…
 
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…
 
Durable Power of Attorney- I’m answering some frequently asked questions about the durable power of attorney in today’s video. Take a minute to refresh your knowledge about this necessary document and let me know if you have additional questions! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal co…
 
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your retirement savings. Things cost a certain price now but could very well raise in the future. How can we prepare for this? Often people think estate planning or…
 
What are you allowed to do if you have a trust that owns your real property? Listen to find out! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe b…
 
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…
 
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…
 
Do wills expire? If you have an old will, is it still valid? What if you create one today, how long is it "good"? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hi…
 
Do you need to file a probate petition when your spouse passes away? In other words, does California’s community property prevent probate? If you’re married, you should listen to this one. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me k…
 
Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Victor is offering his book: Empowering Women in Retirement for FREE to any woman (Sorry men) Just call us at 856-506-8300 and tell us you want it! You can ch…
 
Is there a deadline to file a probate petition? There is a long list of things to do when someone passes away, and filing a petition for probate might be one of them. I’m here to help you determine if you need to do that, when to do it, and who should do it. -- I love helping people and make these podcasts to help non-lawyers learn a little more ab…
 
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…
 
What happens to your property if you become incapacitated? If you do not have an estate plan in order, here is what will happen if you lose capacity to be in charge of yourself and your things. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let…
 
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…
 
How to protect an inheritance from your child’s creditors with a spendthrift trust. If you are concerned that creditors will reach the property you plan on leaving your children, listen to learn about how to prevent that from happening. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’…
 
Mark & Victor start off the show talking a bit about Victor’s two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300. It is vacation season and so much goes into planning our trips. In fact we usually spend more time planning our week long vacation than we do our, 20 year…
 
Problematic son/daughter in law? Here is how to protect your child’s future inheritance. Listen to learn about some tips and tricks that can be used to keep the inheritance with the intended person. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second t…
 
What about taxes after someone passes away? Who pays them, when are they due, how are they paid and what kind of taxes are due? Listen to learn more! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and…
 
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 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 …
 
Is an estate plan private? The answer depends on the type of plan you have. Listen to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe …
 
The pandemic has changed Americans’ perspective on wealth. In a recent survey, the amount of money people think they need to be comfortable has dropped. What does this mean for your retirement savings? Then, Baby Boomers are often the talk of this show. But what should GenerationX be doing to prepare for retirement? How do they handle being the “sa…
 
Do you know your spending type? What about your spouse’s spending type? How does that impact your financial plan? Phil talks us through the different types and how they pair with others. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-92-what-kind-of-a-spender-are-you/ Watch the video podcast: https://you…
 
On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at inflation. They define it; do a poll to find out what people are saying; and offer four practical tips on what to do to counter its risk. In the Pandora’s Box of economic worries, Ryan and Matt explain why inflation, like recession, is something you can work your way thro…
 
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and how to make sure your retirement plan can withstand the test of time. Then, the pair will discuss how to avoid the potholes of inadequate retirement planning. Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last with Vic…
 
Which assets are included in a probate case? Did you know that the entire estate does not necessarily pass through probate? Listen to learn about which assets are counted and which are included. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to le…
 
What is a power of appointment? There are general powers of appointment and a special powers of appointment, but what is the difference? These terms show up in different settings and can make a significant impact on your estate plan. A power of appointment is NOT the same as a power of attorney, so when you see the initials POA, always ask what it …
 
Do you ever think you’re doing it right but then find out it’s all wrong? Let’s talk uncommon sense in financial planning and what you should be doing. Read more: https://philstaxhacks.com/podcast/ep-91-uncommon-sense/ Watch the video podcast: https://www.youtube.com/watch?v=etE_AX6_E3M What we discuss on this episode: 0:19 - What’s the latest with…
 
Listen in as David chats with Jerry Kelsheimer and Ronnen Isakov, President and Managing Director of Medic Management Group, a national “one stop” solution for healthcare management. David, Jerry and Ronnen examine several aspects of the business of medicine, including ways that Medic Management Group helps physicians and medical practices. They di…
 
On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on the question, “When is it time to get financial help?” Like many things that deal with money, the answer is personal to each individual. However, Ryan and Jake offer reasons why earlier may be better for long-term goals. They also explain why p…
 
Why should you hire an estate planning attorney? What is it that you are paying us to do anyway? www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned som…
 
Victor & Mark discuss the different retirement accounts common today, and just how much you need to retire. Then, as much as we think about money, retirement is so much more. The pair talk about the fun, recreational side of retirement and the “slow-go,” years. Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last with Victor Me…
 
On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve many risks we accept as part of life. But when risk becomes a fear, that’s more about feelings of uncertainty. Whether a fear of sharks keeps you from swimming in the ocean, or fear of loss keeps you from investing, Ryan and Matt attem…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
As we approach Father’s Day, we’re thinking about dear old Dad. Maybe he was your hero or maybe you never really knew the real him. One thing’s for sure, your retirement is certainly going to be different than his. Read more: https://philstaxhacks.com/podcast/ep-90-not-your-fathers-retirement/ Watch the video podcast: https://youtu.be/WsGZ_zSVR-A W…
 
What is the difference between an amendment to your trust and a restatement of you trust? If you need to update your trust (most people have to update it as their lives change), you might need a simple amendment or a complete restatement. What’s the difference? Watch to learn more. -- I love helping people and make these podcasts to help non-lawyer…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby boomers can agree on is they want to make sure they live life at the highest level. One way to get there is by going to 920income.com and downloading our fre…
 
What happens to out of state property in probate? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people a…
 
What can you do when a joint account owner changes beneficiaries? (Listener Question) Is there anything you can do if your joint account owner amended the beneficiaries of your account before passing away? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a s…
 
In this episode, retina specialist Dr. Desmond McGuire joins David to discuss everything from his first exposure to ophthalmology back in high school, as well as how his parents influenced his commitment to saving for retirement. Dr. McGuire and David then review how Desi founded his practice by purchasing it from a few physicians and then examine …
 
Where should your money go? First you need to understand the three worlds of money: banking, insurance, and Wall Street (or stock investing). On today’s episode of the podcast, Phil shares more about each world and striking the right balance of them in your financial plan. Read more and get additional financial resources here: https://philstaxhacks…
 
On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show, Nathan and Ryan go document-by-document over what’s needed to preserve the estate you are working so hard to create. Estate planning can seem complicated, but Nathan explains why he doesn’t believe it should be by illustrating ho…
 
What is Preventing You from Getting an Estate Plan? Do any of these reasons sound familiar? I am here to answer some of the most common roadblocking questions for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought …
 
The MIT AgeLab did a study a couple of years ago asking people for five words to describe what retirement looked like. They came back with 928 words, but on today’s episode of the podcast, we’ll talk through the top words mentioned. What does retirement look like or mean to you? Read more and get additional financial resources here: https://philsta…
 
On this episode of the Dentist Money™ Show, Ryan and Matt take on crypto. It’s the latest investment obsession with vocal fans … and detractors. On this show Ryan and Matt offer advice to dentists on what they believe should be your crypto strategy. Wondering about investing in Bitcoin or the “Doge” (or just wondering what the fuss is all about), t…
 
Mark and Victor start the show with the question, “Are your retirement goals as detailed as your summer vacation plans?” and emphasize the importance of preparing for life after work. Making the most of Social Security benefits is an important part of your retirement plan. Could you pass a basic quiz on current rules and requirements? Mark and Vict…
 
On this episode of the Dentist Money™ Show, Ryan welcomes back Reese Harper, founder of Dentist Advisors. During the show, Ryan quizzes Reese on his latest business venture, Elements. You’ll hear how focusing on a niche can strengthen any enterprise, plus get a good look at the challenges of a start-up. It’s your behind-the-scenes look at how Reese…
 
Loading …

クイックリファレンスガイド

Google login Twitter login Classic login