show episodes
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Vice-President, Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finanace MBA and was a member of the Dean's list at the Asper School of B ...
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Welcome to the tax mastery podcast a business community outreach network of business owners teaching business owners. I am your host Jonathan McGovern founder of Kwikefile Professional Income Tax and Accounting Service and I am glad you have you taken time to learn and share with us today. Tax Mastery helps the business owner and individual to understand income tax strategies. Our mission is to educate our audience on matters of finance, taxation, and business management.
 
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show series
 
Financially, what's the ideal retirement age? Are Roth conversions to the 37% tax bracket a good idea when you've achieved FAHR (financial abundance, happily retired)? Should you stop investing and start saving cash when approaching retirement? You're maxing retirement accounts, should you save to a deferred comp plan too? Is the employee stock pur…
 
Cyber threats and data breaches are making the news more and more. It’s a terrible thing when it happens to any business, but when your business does work for the government it’s particularly bad – it’s a national security issue. The Department of Defense recently implemented The Cybersecurity Maturity Model Certification to help protect America as…
 
Americans have recently paid off big chunks of their credit card bills, and it seems as though this trend may continue. Banks are starting to lose revenue. This means that banks are searching for ways to actively increase your credit card maximum. The more you have and the more you spend, the more likely you will hold a balance, and thus have inter…
 
Have Social Security payments ever been cut for those already receiving them? Plus, survivor benefits, the Windfall Elimination Provision (WEP), and CalPERS. Also: what retirement accounts should you save into in what order? How should you withdraw from a brokerage account in retirement? And paying the tax on a Roth conversion, overfunding a 529 pl…
 
In the realm of managing finances, there are some key issues that are unique to women. Whether that be considerations around the fact that they statistically live longer than men or why it's important women are empowered to take control of their financial future. Recently, several of our wealth advisors joined together to discuss how women can addr…
 
Persuading somebody to change their mind about anything or to make a change in some aspect of their life is not an easy task – but it can be done. Brian Ahearn has literally written the book on the art of persuasion and influence: it’s called Persuasive Selling for Relationship Driven Insurance Agents. His first book, Influence PEOPLE, was an Amazo…
 
Have you ever wondered what it would be like to be a CEO? Host Damien Martin caught up with Ted Dickman in his final days as BKD’s CEO to find out some of the lasting tips and memories from his career. In this episode, Ted reflects on his experience and shares tips to help anyone make the most of their career and enjoy the journey along the way. He…
 
To talk more in-depth at some of the trends that mutual fund managers are considering for the future, we brought on Kevin Moore, principal advisor at I*financial (Jake’s CFP firm). Kevin has also worked as a mutual fund manager, so he provides unique insights into how the investing world considers these trends and why you should too. *“Tax preparat…
 
Strategies to protect your portfolio from a stock market crash: put options, collars, non-correlated alternative investments, and tax-managed buy-and-hold. Also: how to measure financial advisor performance? How does tax-loss harvesting work? Are health savings accounts (HSA) tax-free? Is alternative minimum tax (AMT) a concern when moving Roth to …
 
COVID has significantly impacted all aspects of our lives – especially from a financial perspective. Doug Feller, a principal with Investment Partners, has watched the COVID fallout closely with regard to the changes in financial planning habits. Today he’s going to share his observations and give us some tips to help us get back on track. Listen t…
 
Jake and Kirk have done multiple shows discussing what they think the future of the hybrid workplace will look like. In this episode, they discuss how this is actually starting to take place. In a recent Financial Times article, author Emma Jacobs, explains how businesses today are starting to change their policies and structure based on a hybrid m…
 
Roth 401(k) contributions and "Megatron" (er, mega backdoor) Roth contributions for highly compensated employees, and the Roth conversion strategy of filling the tax bracket. Plus, moving a pension to an investment plan, owning real estate in a self-directed IRA, paying off the mortgage vs. refinancing your house, spousal vs. survivor Social Securi…
 
If there’s one thing that never goes out of style it’s “succession planning.” That’s because owners want to ensure that the business they’ve dedicated their lives to is going to provide them with a desirable outcome – all while allowing them to retire worry-free. While planning for an ownership transition isn’t necessarily the easiest task you’ll u…
 
There is a new trend where investors are desiring more than mere "financial returns" from the companies that they invest in. Now, some investors want a good return and that these companies are held up to their values. These are ESG investments (Environment, Social, Governance). Is this new movement a true change in the way companies operate or is i…
 
Maxing out Roth IRA, 457, and HSA - check. Pension - check. What else do you need for retirement planning? How do pension and Social Security fit into your fixed income portfolio mix? Should you be more aggressive with Roth conversions? Is a 5% equities growth rate good for early retirement plans with inflation? Will a Spousal Lifetime Access Trust…
 
As students are preparing for their final year of high school and where life may take them after that, many turn their eyes toward going to college. Getting accepted into the school of their dreams can be stressful enough, but then you have to think about how – and who – is going to pay for it. We invite Cozy Wittman, of College Inside Track, to sh…
 
Rea & Associates continues to advocate alongside the Ohio Society of CPAs to help build a better business climate throughout the state. Because Ohio Society members work closely with most businesses state-wide, people often reach out to it for its holistic insight into the business community. Scott Wiley is the Ohio Society’s executive director. Si…
 
On this episode Jake and Kirk discuss some of the ways that mutual fund investors think the world will look like in 2030. A major part of investing is looking to the future. Often we can be completely wrong about the future, particularly when we are viewing it too specifically (e.g., what specific companies will succeed or fail). But from a broad p…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Learn to rack up tax-free Roth retirement income: Roth IRA vs. Roth 401(k), paying the tax on a Roth conversion, avoid violating the 60-day rollover rule on a mega backdoor Roth, and Roth IRA contributions when receiving restricted stock units (RSU) in retirement. Plus, moving money from solo 401(k) to IRA before age 59.5, suggestions for a CFP® to…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Remember that old saying: “It takes a community to protect a child?” Well, since COVID hit, it’s become obvious that it also takes a community to protect local business. Fortunately for businesses everywhere, there are incredible community resources to pull from. Jennifer McDonald, president and CEO of the Licking County Chamber of Commerce, shares…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden’s Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD’s Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand…
 
In this episode Jake and Kirk discuss three methods of giving away your money to charity. Obviously, you can just hand over cash or a check, but there are smarter ways where both you and your charity of choice can benefit even more! Tune in to learn all about Donor Advised Funds, Charitable Lead and Charitable Remainder Trusts. *“Tax preparation, p…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
"Can you explain how long-term capital gains are 'stacked on top' of ordinary income?" Here are all the YMYW capital gains tax vs. ordinary income tax discussions, together in a single episode, to help you craft a tax-efficient strategy for managing dividends, Roth conversions, and paying less capital gains tax. Will your taxes be going up? Subscri…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Remote work has become the new normal, and as a business owner, you can’t help but wonder how this will affect your business during tax seasons to come. Kathy LaMonica, principal and senior manager of Rea’s State and Local Tax (SALT) team is here to discuss the layers of remote work and what landmines do you need to be aware of, registering for pay…
 
Although the old art of pickpocketing has been dying down, new methods for stealing people’s identity have risen. There are things in your wallet that may increase your chances of having your identity stolen. In this episode Jake and Kirk discuss what’s in their wallet, and some of the items to be wary of carrying around with you. They also discuss…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
Your latest investing strategy questions answered: are gold, real estate investment trusts (REITs), international and small-cap value funds good inflation hedges? Besides the S&P 500, what sectors or asset classes should you invest in for long-term portfolio diversification? Should you buy bonds? How should an 18-year-old invest the money in a Roth…
 
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a weekend warrior in your local gym, your body needs to rehydrate in order to recover. We invite Anthony Wolfe MS, a senior scientist at Gatorade Sports Science Institute, to share how hydration – whether water or a s…
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
“Sales” has a bad reputation. When you think about somebody who “sells” for a living, what type of person do you think about? Does the image of a pushy car salesman come to mind? Or maybe you’re thinking about a conversation you had with pushy telemarketers during dinner? Why does the very thought of “sales” leave such a bad taste in our mouth? On …
 
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group Tune in for your daily stock market update in 3 minutes - Today's stock market and business news - What stocks are making headlines today? - What does the Canadian dollar look like? - What are today's oil and gold prices Every morning LIVE…
 
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