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…
Savings Money on Taxes in 2022 and 2023 with Shauna A. Wekherlien, CPA of Tax Goddess Business Services
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…
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…
Do Doctors Pay Too Much In Taxes?
Do doctors pay too much in taxes? It’s a question many people ask, and it’s not easy to answer. But if you’re motivated enough, I’ll help you find the answer! In this episode, Dave talks about… What are you doing to manage your taxes proactively? What do physicians say about taxes? Survey on how much…
The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)
Taxes are hard and it’s almost impossible to avoid them. So if you want to know about other ways to get some of your money back, then this episode is for you. In this episode, Dave talks about… Dave’s journey on his biggest tax deduction How did he do it? Why acquisition of a business is…
The BIGGEST Tax Deduction for Small Practice Owners and 1099 Physicians
Are you looking for a substantial tax deduction? If the answer is YES and you’re an independent contractor or you’re a small practice owner, then this is something you should look into. In this episode, Dave talks about… What are benefit plans? The basics of defined contribution plan VS. the defined benefit plan Explanation of defined contribution plans…
Mark Myers of Peak Profit Solutions
Welcome to Freedom Formula for Physician Podcast! HAVING A HEADACHE ABOUT SLASHING YOUR TAXES? Then this episode, I have someone who can give you tips on how to solve your tax problems. He is a gentleman who is a former Marine Corps sergeant who has 20 years of successful business op ownership, high level consulting,…
Joshua Kim with 7A Accelerator
Welcome to Freedom Formula for Physician! Well, I have the pleasure of having a gentleman with me who at a very young age, had the desire to purchase a small business and he discovered the world of SBA financing and ended up buying a business that got a million-dollar-plus loan at age 19. Without family…
How The New Tax Packages Effects You- Part 2- Married Physicians with 400k Income
There’s been some BIG changes lately with taxes and they are likely to impact you in a big way! You may have heard of the tax reform package, called appropriately, The Tax Cut & Reform Bill. However, it may not be a win for everyone. Listen into this podcast and discover why. In this podcast,…