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…
7 Ways to Protect Your Spouse & Kids
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…
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…
Roth Conversions
If you are interested in opening a Roth IRA account because you have been looking for an investment vehicle that will allow you to save for retirement with tax-free income, then listen to this episode to learn more. In this episode, Dave talks about… Overview of Roth IRA and traditional IRA Pitfalls of Roth IRA…
My Adventure in Tax Liens
I’ve been investing in tax liens for a year now and I’m really happy with the results I’ve been able to generate. I have a lot of ups and downs that I will share with you in this episode, so if you are interested in Tax Liens, listen to my adventure & maybe you can…
Why Proactive Tax Planning Will Change Your Life- An Interview with Diane Gardner
Have you been wondering- how the heck can I pay less in taxes? If you have been grappling with these kinds of questions or if you are simply curious about them, you are going to love our next guest. Our next guest’s expertise lies in the area of tax planning. Her goal is to make…
The Tax Reduction Prescription with Josh Mettle
Are you frustrated with the taxes that you are paying? Are you sick and tired of losing half your paycheck to Uncle Sam? In my podcasts over the last year, I have been talking about debt, debt…. and well, more debt. But this podcast is about slashing your debt AND slashing your taxes to live…
3 Key Tax Strategies & Hints
In this latest podcast, Dave sounds off on 3 little known tax strategies that many physicians neglect and forget to remember. – The first strategy involves how a physicians can get up to $500,000 tax free (Hint: you must be married or this gets cut in half)! – The second strategy shows a critical strategy…
Dave Sounds Off- How To Keep the IRS Out of Your Pocket
In this latest podcast, Dave sounds off on a recent pocket guide he read, How To Keep The IRS Out of Your Pocket. There were three fantastic strategies that every physician who owns their own practice or other business should know. – The first strategy involves your kids and a great tax strategy to save…