Τα καλύτερα Tax Strategy podcast (2024)

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231: Handling Uncleared Bookkeeping Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Business Owner, Or Self-Employed 24:09

3d ago24:09

24:09

Reconciling your accounts will make sure you have all your transactions accounted for each month, but when you have transactions that have not cleared the bank, you need to make sure you are taking care of these as well so that you don’t have incorrect data in your financial statements. It’s important to clean these items up in a timely manner so t…

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The Complete Guide To Optimizing Healthcare Costs Before 65 25:39

5d ago25:39

25:39

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement. In this episode, you'll learn how to determine your own …

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14 Tax Mitigation Strategies for Business Owners & High Income Earners 35:56

5d ago35:56

35:56

In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability. ****** Free Resources ⬇️ ➡️ Start Here 📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners 📲 Book a Strategy Consultation 📩 Subscribe to the Alternative Wealth Newsletter 📺 YouTube 🎙️ Re…

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230: Relationships In Your Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 6:32

5d ago6:32

6:32

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

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229: Bookkeeping Processes For Coaches And Service Businesses Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, VA, Owner, Or Self-Employed 24:42

10d ago24:42

24:42

To ensure your coaching business is profitable, you need to make sure you are setting your bookkeeping as a priority. It doesn’t matter if you are a life coach, business coach, sales and marketing coach, financial coach, weight loss or health coach, relationship coach, or any other type of coach. If you want your coaching business to be successful,…

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The Complete Guide To Implementing Roth Conversions: Tax Strategy 26:21

12d ago26:21

26:21

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess. Understand the role of when conversions make sense and when they don't. That's what this episode is all about. Begin optimizing what you've worked so hard for and implement conversions when appl…

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Simple Way To Increase Your Social Security Benefit (As A High Income Earner) 14:17

12d ago14:17

14:17

This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…

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228: Understanding People Pleasing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 6:02

12d ago6:02

6:02

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

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227: Why Are You Neglecting Your Bookkeeping Tasks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 25:39

17d ago25:39

25:39

Do you dread working on your bookkeeping for your business? Have you neglected it, and now it seems like a project you’ll never be able to tackle? We all know how essential it is to have accurate and timely financial statements so that you can make sound business decisions, but your bookkeeping doesn’t have to be dreadful. If you take some pretty s…

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Here's How To View Real Estate As Part Of Your Retirement Strategy 23:02

19d ago23:02

23:02

Real estate can be a wonderful investment, but don't let your net worth trick you. Many clients want to downsize and then determine they love their home and don't want to move. Understand the role of your home in relation to your overall financial strategy. In this episode, I tell the real story of my parents and other clients who wish they viewed …

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The Retirement Plan For Small Business Owners You've Never Heard Of 8:58

19d ago8:58

8:58

On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…

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226: Setting Boundaries Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:07

19d ago5:07

5:07

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

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225: Personal And Business Financial Stability Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 25:15

24d ago25:15

25:15

Understanding and having control of your personal finances is extremely important when you have a business. There may be instances in your business when you need to inject personal funds into the business if you are having issues with your business meeting its cash flow and financial needs. You need to know if you can indeed afford to put these fun…

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7 Surprising Regrets From My Clients Who Retired Early 21:46

26d ago21:46

21:46

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ar…

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40 Years Of Real Estate Investing Wisdom with Arn Cenedella 44:42

26d ago44:42

44:42

On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in f…

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224: Being Responsible Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:44

26d ago4:44

4:44

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

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223: Organic Marketing Tips To Grow Sales Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 23:05

1M ago23:05

23:05

When you don’t have a big budget for marketing, like when you are just getting your business started, or you’re not bringing in the sales you originally expected, it’s important to take advantage of low-cost marketing options and marketing you can do on your own. The good news is that as a business owner or solopreneur, you know everything about yo…

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5 Signs It’s Time To Consider Retiring Early 21:46

1M ago21:46

21:46

What if you could choose to work not because you have to, but because you genuinely want to? I want to ensure you don't work longer than necessary, without working too long! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…

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How To Pay Off Your Mortgage In 5-10 Years 26:04

1M ago26:04

26:04

In this episode of Alternative Wealth, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but less known in the United States. By util…

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222: Is Stress Causing You To Overeat Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:17

1M ago4:17

4:17

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
221: Differences Between Growing And Scaling Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Or Business Owner 23:06

1M ago23:06

23:06

As a business owner, you want your business to be successful, and that may mean growing your business or maybe even scaling your business. There are many business owners who think that growing and scaling your business are the same, but in fact, there are some pretty significant differences. In today’s podcast episode, I am walking you through the …

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5 Easy Ways To Know If You Should Do Roth Conversions 22:27

1M ago22:27

22:27

Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you. This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early R…

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Navigating Financial Planning for Expats with Adam Fayed 36:34

1M ago36:34

36:34

On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…

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220: What You Can Do To Prevent Self Doubt Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 4:58

1M ago4:58

4:58

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
219: Do Not Waste This Asset In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 25:44

2M ago25:44

25:44

We are all given the same amount of time each and every day, and what you do with it is ultimately your decision, but if you are wasting your time on something that isn’t helping you reach your goals or the level of success you are looking for in your business, it’s time to really take a look at where your time is being spent and make some changes.…

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How Do We Build Multi-Generational Wealth? [Estate Planning] 20:18

2M ago20:18

20:18

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way. I discuss all the strategies involved in estate planning: charitable giving, donor-advised fun…

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Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman 25:05

2M ago25:05

25:05

This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…

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218: Are You Taking The Time Your Body Needs To Rest Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner 4:51

2M ago4:51

4:51

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
217: Benefits Of Being A Solopreneur Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 24:41

2M ago24:41

24:41

Starting your own business and making sure you are profitable is a dream many of us have. Determining whether you will be an entrepreneur or a solopreneur is one of the first things you should consider when starting your business. Many people believe these two are the same, but there are some pretty major differences between the two. In today’s pod…

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3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement 19:51

2M ago19:51

19:51

There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know). The truth is those don't rules apply to you if you want to optimize an early retirement. You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc. I walk you throu…

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Retirement Income Strategies and Social Security Planning with Chris Hensley 53:35

2M ago53:35

53:35

This is a replay from my other podcast Retirement Simplified. In this episode we dive into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retir…

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216: Experiencing Anxiety Instead Of Avoiding It Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 5:24

2M ago5:24

5:24

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
215: Accurately Categorize Your Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 20:53

2M ago20:53

20:53

When you are utilizing a computerized software system to do your bookkeeping, it will save you time if you are taking advantage of all the bells and whistles it has to offer, but how do you know that everything is getting classified in the proper accounts? One of the tradeoffs you have when you are using functions such as bank feeds and automatic d…

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My Story | Why Do I Do This? 25:39

2M ago25:39

25:39

I didn't like financial advisors growing up - so why did I become one? Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy…

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The Role of Gold in an Investment Portfolio With Simon Popple 31:38

2M ago31:38

31:38

In this episode of Alternative Wealth, host Ryan Kolden interviews Simon Popple, Managing Director at Brookville Capital and an expert in gold investing. Simon shares insights on the role of gold in a person's portfolio, drawing from his 15 years of experience in the gold industry. From discussing the historical significance of gold as a safe haven…

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214: Building The Skill Of Determination Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 5:48

2M ago5:48

5:48

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
213: Leadership Skills To Grow Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 21:14

2M ago21:14

21:14

A leader is someone who has a strong vision and leads a group of people or a team towards that common goal through inspiration and motivation. Knowing what motivates you as a leader, as well as where your strengths and weaknesses are within your leadership skills so that you can continue to learn and improve these skills, will ultimately help you b…

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Where Should I Withdraw Money From First In Retirement? 26:03

2M ago26:03

26:03

Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and joi…

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Mobile Home Investing with Frank Rizzo 31:58

2M ago31:58

31:58

This episode of Alternative Wealth features Frank Rizzo, co-founder of Stone Capital Investors, discussing his expertise in the mobile home park industry. Frank has over 20 years of experience in real estate and has acquired and repositioned numerous communities. He aims to provide better housing alternatives through his passion for the mobile home…

1
212: Persevere Even When It Gets Hard Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:45

2M ago5:45

5:45

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
211: How Customer Experience Impacts Sales Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Self-Employed 23:32

2M ago23:32

23:32

Focusing on your customer’s experience will not only help you increase sales in your business, but many businesses thrive on referrals from happy customers as well. By understanding exactly how your customer is experiencing your product or service, you’ll be able to capitalize on what you are doing right and improve what you could do better. In tod…

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How To Manage Cash Flow Before & Throughout Retirement 25:48

3M ago25:48

25:48

What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life …

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Creating Your Own Family Bank With Tom Suvansri 43:26

3M ago43:26

43:26

On this episode of Alternative Wealth, host Ryan Kolden welcomes Tom Suvansri, a wealth strategist and authorized IBC practitioner at Perennial Pride. Tom discusses the infinite banking concept, sharing insights on how to create a family bank for financial management. He explains how this alternative approach offers more control and freedom in cash…

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210: Creating Confidence Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:05

3M ago5:05

5:05

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
209: Intentional Preparation To Achieve Year End Business Goals Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Or Owner 21:40

3M ago21:40

21:40

Being intentional is all about knowing what you want and then taking action to follow through so that you reach your results. Most successful business owners are super intentional about what they do in their businesses, and why they are doing each of the tasks, they say yes to. In today’s podcast episode, I’m diving into the best strategies to be i…

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A Real-Life Story Of Investing Too Well For Retirement 28:47

3M ago28:47

28:47

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether break…

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Private Credit and Real Estate Investing With Kevin Amolsch 32:18

3M ago32:18

32:18

In this episode of Alternative Wealth, host Ryan Kolden welcomes Kevin Amolsch, a real estate investor and private money lender with extensive experience in finance and real estate. Kevin shares insights from his two decades as a real estate investor and 16 years in real estate lending, discussing his work with mortgage funds totaling over $750 mil…

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208: Getting Results From Being Productive Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 7:35

3M ago7:35

7:35

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the fifteenth episode of a new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the reg…

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207: Generate Sales With An Offer You Believe In Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner 21:08

3M ago21:08

21:08

If you want to increase your sales, one of the first places you should be looking at is how much you believe in your product, service, or offer. When you genuinely believe that your product will benefit your customer, you’ll find that marketing and generating sales will come more naturally. In today’s podcast episode, I cover not only why you need …

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Here’s How To Determine If You Should Keep Or Break Up With Your Advisor 29:29

3M ago29:29

29:29

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Is your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including…

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