Wealth-Building Made Simple
435 episodes — Page 9 of 9
Wealth Mindset: Attracting vs Chasing what you want
Aug 3, 202217 min
Real Estate: How to reduce homeownership costs
Aug 2, 202212 min
Tax planning: Mid-year tax strategies
Jul 28, 202210 min
Tax planning: A tax saving strategy for crypto investors
Jul 21, 202212 min
Business Planning: The top challenges for businesses in today’s economic environment
Jul 14, 202214 min
Business financial planning: Hiring in light of the potential recession
Jul 7, 202210 min
CPA talks: How to navigate inflation in the cost of labor
Jun 23, 202210 min
Business exit planning: The effects of inflation on an exit strategy
Jun 16, 20229 min
Tax strategies: Using private foundations in your family financial plan
Jun 9, 202210 min
Tax strategy session: Lower taxes, shelter assets from creditors, and give to your favorite charities
Jun 2, 202212 min
Business financial planning: The impact of owning crypto assets on a business balance sheet
May 26, 202214 min
Tax planning strategies: How to read a business and individual tax return
May 19, 20227 min
Business tax planning: Opportunities around restructuring debt
May 12, 20228 min
Business planning: ”Is it time for a budget tune up?”
May 6, 202212 min
Tax reduction strategies: How cost segregation potentially reduces taxes when buying a building
Apr 28, 202210 min
Business financial planning: The importance of tracking your KPIs (Key performance indicators)
Apr 21, 20227 min
Business Financial Planning: Work from home benefit packages
Apr 14, 20229 min
Tax Planning: How to pay your kids tax free income
Apr 8, 20229 min
Day trading vs long term investing: Why after-tax returns matter
Mar 31, 202214 min
Retirement strategies for business owners
Mar 24, 20229 min
When is it time to change to a different business entity (structure)?
Mar 17, 202211 min
When is it the right time to hire a tax professional (CPA)?
Mar 10, 20228 min
Strategies for keeping your taxes low in retirement
Mar 3, 202211 min
Strategy session: How high income and wealthy families keep their income taxes low using real estate
Feb 24, 202210 min
Using your EIDL loan to grow your business and net-worth
Feb 17, 202212 min
What’s the difference between a 1099 employee and a W2 employee?
Feb 10, 202214 min
Building a business, not a job
Feb 3, 202210 min
Do you operate your business like a manager or an investor?
Jan 27, 20228 min
Managing the business balance sheet assets RECAP
Jan 20, 202210 min
Managing your fixed assets made simple
Jan 13, 202215 min
Managing your business inventory made simple
Jan 6, 202211 min
Managing accounts receivable assets
Dec 30, 202114 min
Cash is King, but credit is Queen
Dec 23, 20219 min
Understanding a business balance sheet
Dec 16, 202110 min
The tax impact of holding investments in a business
Dec 9, 202112 min