The Long Game

In this episode with Ian Weiner, CFP(R) we chat all things tax planning:

- why you have an obligation to pay the least amount of taxes within the tax code

- why charitable giving is a great option, how to bunch it, etc

- why real estate is a great asset class and tax planning tool

- becoming a real estate professional and why it is so hard but beneficial

- cost segregation studies

- And much more! You will learn a lot in this one. 

In this episode with investment specialist,  Callie Cox we talk about:

- Why The first investing question is always about time frame

- The importance of finding your why with investing

- Creating parameters for investing

- Millennial trends around crypto, risk, etc. 

In this episode with Travis we talk;

- financial planning moves to make before year end

- financial planning things to think through for 2023 while you are at

- unique things business owners can do before year end 

In this episode with Zach Ashburn CFP, we talk:

- how to think through when you can exit

- what you can exit to 

- how to financially prepare and think through starting a consulting business 

- what the risks and advantages are 

Are you looking for a way to take your income to the next level? Look no further - today we share 5 "Income Accelerators" with you.

Jeff Rose is a Certified Financial Planner and founder of the award-winning blog GoodFinancialCents.com.  He went from over $30,000 in debt to becoming a multi-millionaire by working tiredly to perfect ways to increase his income and make money while he's sleeping.

From accelerating learning and personal coaching to joining a mastermind group or finding a mentor, he'll show you how to use these strategies to maximize personal and business growth.

But don't just take his word for it: by investing in relationships and building your network, you can open yourself up to even more opportunities

In this episode with Torie Happe we talk about:

- whether you should pursue your passion or not

- how to make your job more meaningful

- why we all need to do hard things

- And much more around life, work, retiring early, etc

In this episode with Beez we talk about:

- how she has build her social following

- how to get into a high paying career (and what options are out there)

- why focus on growing your income over cutting expenses

- what money advice she has for others

In this episode with health insurance expert, Matt Allen we talk about:

- all the insurance terms you need to know

- difference between hsa, fsa, hra

- options you have as a business owner

In this episode with Andres Mazabel (Head of sales at Trust and Will) we talk about:

- why you need your estate planning done

- how to complete it

- what it covers and why it is not just about wealth

- what trusts are and when it makes sense to use them!

If you want to get yours done, use this link for 10% off at trust and will! 

In this episode, Thomas (solo) answers 4 questions submitted in by the listeners of the podcast! Hope you enjoy.