The start of a new year can be a great time to focus on your financial concerns by learning about the new retirement plan contribution limits for 2023. In this episode, Dave talks about… 401K Contribution for 2023 Should you do the backdoor Roth IRA or the front door Roth IRA? Cons on married filing…
The New 2023 Retirement Plan Contribution Limits
Annual Update on My Financial Experiments
Do you want to know where I’m spending, how much I have, or how much debt I owe? Then tune in to this episode as I’ll be updating you all on my financial experiments and share the results of initial successes and failures. In this episode, Dave talks about… Experiment with land businesses with Partners…
What is the Employee Retention Credit? With Catherine Tindall, CPA of Dominion Enterprise Services
If you’re a healthcare professional and business owner, there is a special credit you can take advantage of. Changes in tax law can be difficult and frustrating so we want to make sure you have all the information needed. Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax…
How to Win and Convert Patients with Justin Knott of The Patient Convert Podcast
It is hard to obtain new patients. However, this is the age of technology, and the internet plays a significant role in people’s lives. A lot of consumers are using internet search engines to find a local doctor who can help them maintain their physical health. Marketing and finances meet in the middle for the…
Savings Money on Taxes in 2022 and 2023 with Shauna A. Wekherlien, CPA of Tax Goddess Business Services
It’s coming up to your 2023 tax year, and you’re starting to get worried about how you’re going to pay for it. Are you one of the millions who struggle with this every year? Are you unsure where to begin in regard to your tax planning and finances? Well, our guests will help you, whether…
How to Save on Billing with Rich Palarea of KermitPPI.com
It might be hard to accept but the cost of medical supplies and devices can be extremely expensive. Hospitals need them on a daily basis, which means they have to shell out thousands and sometimes millions of dollars every month. And that’s just for keeping the lights on. As we all know, you cannot get…
Why I Hate Broker-Dealers
Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway? 🤔 This podcast will enlighten you and makes you understand what a broker-dealer environment looks like. In this episode, Dave talks about… The reason why he hates broker-dealer A little bit…
Spending vs Saving a Year of Travel
In this episode, Dave talks about how much he enjoys spending time with his family, the previous moment during his travel, and how we need to prioritize the things in life that really matter. Grab a cup of coffee and listen to this episode as you will get a lot of wisdom. Resources Mentioned: Ebook…
7 Ways to Protect Your Spouse & Kids
As the title of this Podcast, I will share with you how you can protect your family by following certain tips and tricks. In this episode, Dave talks about… How to protect your family from probate in a cheap and easy way? How to possibly avoid thousands of dollars in state taxes? Why a will…
Charitable Planning
Charitable planning is a way of thinking about your finances to maximize your charitable donations’ impact. Learn about why charitable planning is such a powerful tool, what purpose it serves, and how you can use it. In this episode, Dave talks about… How to slash your taxes through charitable planning What are the special rules…
- Prev Page...
- 1
- 2
- 3
- 4
- 5
- …
- 9
- ...Next Page