#BLUFFbooks Podcast

#BLUFFbooks Podcast

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#BLUFFbooks Podcast episodes

  • Ep5 - "How to Avoid Trouble with the IRS" (p. 2022) by Kristine Stevenson, EA

     #BLUFFbooks 📚 "How to Avoid Trouble with the IRS" by Kristine Stevenson (2022) 💡Big Ideas Below ⬇️

    Subtitle: "10 Best Tax Tips for the Self-Employed, Gig Worker, & Indie Contractor" 

    💡1. Don’t Spend Uncle Sam’s Money! (Set aside $ to pay your taxes)

    💡2. Don’t Cross The Streams (Don’t Comingle Personal & Business Funds)

    💡3. No Such Thing as “Off The Books” (Protect Your Paper Trail!)

    💡4. DIY Tax Filing = More Expensive? (You Wouldn’t Take Out Your Own Appendix!)

    💡5. He’s Making a List… (File Your Taxes & Ensure the IRS Accepts!)

     

    25 min
  • Ep4 - "The Inheritance Playbook" (p. 2023) by Chad Holmes, CFP

     #BLUFFbooks 📚 "The Inheritance Playbook" by Chad Holmes, CFP (2023) 💡Big Ideas Below ⬇️

    _____
    💡1.  Is Your Estate's Fate Probate? (Help Mom & Dad get their wills & trusts knocked out ASAP!)

    💡2. The Executrix Unloaded (Being the executor of an estate is a BIG job - make it easy on your adult kids!)

    💡3. Arrr...Where Me Buried Treasure?? (Leave a detailed "map" to all your assets)

    💡4. Amateurs Give the Most Expensive Advice (Don't take your buddy's financial Rx - Talk to your own CFP). 

     💡5. The First Step to Recovery (Is realizing there's a problem!)

    *This post is for general EDUCATIONAL purposes only. This is NOT financial, tax, or legal advice, & is not tailored to anyone’s unique personal situation. All investing involves risk, including potential loss of principle***

    23 min
  • Ep3 - "The Richest Man in Babylon" by G.S. Clason (p. 1926), Ed. by Clifton & Kaleb Corbin (2022)

    #BLUFFbooks 📚The Richest Man [Person] in Babylon, by George S. Clason (p. 1926), Edited/Revised by Clifton & Kaleb Corbin (2022)💡Big Ideas Below ⬇️
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    💡1. Modernize ≠ Bowdlerize 📜📲 (Literature must adapt or die 🦖🦕…but how do you keep a book’s “soul” 🫥 from getting lost in translation?) 
    ——
    💡2. The Borrower is WHAT to the Lender??⛓️😢 (Confronting slavery with tact💔)
    ——
    💡3. Many, Many, Shekel…🤑🥊(Financial karma is PAINFUL, but mentorship is precious) 

    27 min
  • Ep2 - "The Golden Quest" (p. 2021) by David Delisle, Entrepreneur

    #BLUFFbooks 📚 “The Golden Quest” 🗺 Written ✍ by David Delisle, Illustrated 🎨by Travis Hanson (p. 2021) 
    Subtitle: Your Journey to a Rich Life 💕 💪 🧠

    💡Big Ideas (Aside from the 4 Primary Lessons in the Book – No Spoilers!): 💡


    1. One Good Referral Begets Another 🤝 👨‍🏫
    2. Raising "Free-Range" Children 🏃‍♂️ 🧗‍♂️ 🚸
    3. Generational Vs. Situational Wealth 👨‍👩‍👧‍👦>🎰
     

    24 min
  • Ep1 - "The Bogle Effect" by Eric Balchunas (2022), Summarized by Ian Gates [PILOT]

    📘 #BLUFFbooks : “The Bogle Effect: How John Bogle & Vanguard Turned Wall Street Inside Out & Saved Investors Trillions” by Eric Balchunas (p. 2022)>>>Big💡IDEAS Below ⬇️
    ——
    1. Who’s Your Daddy? 👴 🧗‍♀️ 🐕 📣
    2. Costs Matter! 🗑️ 🪙 ⛽️ 💦 🪣 🐜
    3. By The People… 👵 👷 🧑‍🏫 👮‍♂️ 👨‍🚒 👨‍⚖️ 👩‍🎨 —
    4. Don’t Just Do Something — Stand There!! 🦥 💂 🤖 😴
    —
    *This show is for general educational purposes only. This is not business or financial advice, & is not tailored to anyone’s unique personal situation. All investing involves risk, including potential loss of principle***

    16 min

About #BLUFFbooks Podcast

From the publisher's feed

Welcome to #BLUFFbooks 📚💵🧗‍♀️ -- The podcast 🎤where we summarize & discuss new & classic books on the topic of personal finance. 💹

I’m your host, Ian J. Gates: a…