Getting R&D Tax Credits is a long and complex process, and you have to get through all sorts of hoops to qualify. Today, Jonathan Cardella of Strike Tax Advisory will help you understand the ropes, step by step, and hopefully walk away with a better understanding of the process. In this episode, you will discover……
How to Get R&D Tax Credits with Jonathan Cardella of Strike Tax Advisory
What’s A Safe Withdrawal Rate Today?
Ever wonder how you can calculate your withdrawal rate? And more importantly, is there a way to reduce the risk of capital loss if you withdraw funds from your account prematurely? I’ll explain everything here! In this episode, you will discover… What is the safe withdrawal rate today? Understand the Sequence Risk How can your…
A Doctor on the Journey to Financial Freedom with Dr Ann Tsung of It’s Not Rocket Science
After achieving her goal of becoming a residency-trained physician, Ann Tsung, MD, MPH felt something was missing. She met all societal definitions of success but was not as happy as she should be. To learn more about herself and how she could achieve more happiness in life, she embarked on a journey around the world…
Solo 401k vs SEP IRA. When should you use them?
Let’s explore some of the differences between Solo 401k and SEP IRA plans so you can decide which is right for your business. Plus, I’m going to show you some little-known facts that the IRS doesn’t tell you about the Solo 401k plan. In this episode, you will discover… What is a better option –…
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…
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…
Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital
Investing in self-storage is a smart idea that can provide you with a lot of good benefits and experiences. But, with many different factors involved, it’s hard to know where to start and what you need to do before (or after) making an investment. This is your opportunity to learn as Paul Moore of Wellings…
How to Use Novelty in Your Investments
Investing is a numbers game. The more informed you are, the better your chances of success. Nobody likes to lose. You’ll always be better off if you go with your gut and then follow up on it with some research. That way you won’t second-guess yourself every step of the way. So, in this episode,…
Why I Hate Illiquid Investment
All about Illiquid Investment When the market is going through one of its many highs and lows, it seems like everyone has something to say. However, what you might not hear a lot about are illiquid investments—assets that may be hard to sell quickly and can take time to turn into cash. If you are…
Asset Allocation
Understand the concept of asset allocation Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy. In this Podcast episode, Dave talks about… Financial Planning Elaborating Asset Allocation What…