A(z) Tax Strategy csatorna legjobb podcastjai (2024)

1
You Won't Believe How This Couple Retired Early With $500k+ 14:39

5h ago14:39

14:39

Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…

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262: What Other People Think About You Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 3:39

10h ago3:39

3:39

How much time do you spend thinking about what other people are thinking, specifically what you think they are thinking about you? How often are you doing something just because of what you think the other person is thinking about you? You might be concerned about what your parents are thinking about you, or your partner, or your children, or your …

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110. Building a Signature Business as a CEO Mom with guest Mallory McGary 30:58

3d ago30:58

30:58

Do you ever feel like your business blends in with a sea of other business just like yours? Today’s guest, Mallory McGary, is an Online Business Strategist who helps CEO moms leave their unique digital stamp with standout branding and a signature offer. Tune in to hear how to use your unique strengths and vibe to stand out, why it’s okay to borrow …

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Here's How To Decide When To Turn On Social Security 24:10

11h ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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261: Year End QuickBooks And Tax Strategies Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner 19:59

5d ago19:59

19:59

If you have a business or do bookkeeping for business owners, you know now is the time you need to wrap up your year-end financial statements. If you’ve heard the phrase closing the books, this is exactly what it means. You simply make sure you have all your money coming in and money going out of your business recorded and reconciled so that your f…

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How Do I Invest To Create The Most Income In Retirement? 15:55

7d ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

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260: The Gift Of Being Yourself Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 5:24

7d ago5:24

5:24

Do you know who your true self is? Do you ever think you’ll become who you really are when you reach a certain point in your life? Do you ever feel like you are lying to yourself when you ask who you really are? Do you know how to simply be yourself? Are you ready to give yourself the gift of being yourself? Let’s dive in… Learn about the Under Pre…

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109. Becoming the CEO of Your Business and Life with guest Yael Bendahan 54:04

10d ago54:04

54:04

Struggling to juggle work-life balance as a CEO mom while raising a busy family? Yael Bendahan is a CEO mom, coach, and marketing specialist who helps other CEO moms scale their businesses to six figures and beyond (while still being an involved parent). Tune in as Kimberly chats with Yael about their experiences raising their boys to be active par…

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How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

11d ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

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259: Believing In Yourself And Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 17:06

12d ago17:06

17:06

There is a lot of talk about belief this time of the year, but I feel like belief is such a vital part of having a side hustle or being a solopreneur. You’ve heard me say dream big, follow your heart, and love what you do before, and we are going to talk about how belief is such an essential aspect of not only dreaming big but also reaching your go…

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Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41

14d ago11:41

11:41

This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…

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258: Is Intuition Driving Your Decisions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 3:49

14d ago3:49

3:49

Have you ever based a decision you were making on intuition? Do you ever let your intuition guide you in life? The basic definition of intuition is to understand something immediately, without the need for conscious reasoning. When you fully understand your wants and needs in life, intuition can be something you rely on. But what happens when you m…

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108. Good Marketing, Bad Tax Strategy: How to Protect Yourself from Fake Tax Strategists 28:05

17d ago28:05

28:05

Today’s episode is a spicy one. In this solo episode, Kimberly is giving the raw, unfiltered and honest truth about all of the unqualified advisors out there marketing their tax strategy. She exposes how dangerous it can be to go with the cheapest option, what type of unlicensed “tax advisors” are out there, and the red flags to look for to spot a …

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How Ari & James Met - Here's How Root Was Founded 30:01

19d ago30:01

30:01

Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…

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257: Are You Aiming Too Low With Your Goals Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 20:18

19d ago20:18

20:18

The great danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low, and achieving our mark. I love this quote from Michelangelo. It really puts into perspective how important it is to not only set goals but to make sure that you are setting goals that make you reach a little further than you’d nor…

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3 Easy Steps For Happiness In Retirement 10:45

21d ago10:45

10:45

Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…

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256: Gain A New Outlook From Your Past Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:12

21d ago5:12

5:12

Is there anything you’ve experienced in your past that is currently influencing how you live your life? How often do you talk to others about things that happened in your past? Do you let your past dictate how you live your life, or how you think your future will be? Did you know that you have the power to change your past? Your past no longer exis…

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107. Growing Your Profits without Fear Around Finances with guest Belinda Rosenblum 48:29

24d ago48:29

48:29

When you’re building a business, you have to make sure it supports the life you want to have – one that lets you take time off when you are sick, when you need to take care of a parent, or you want to attend your child’s field trip. And sometimes, that means figuring out how to work less, make more, and feel confident about your finances. That’s wh…

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STOP! Consider THIS Before Doing a Roth Conversion 32:25

25d ago32:25

32:25

Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…

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255: Get The Help You Need To Succeed Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:21

26d ago17:21

17:21

Everyone is looking for the secret to success in their life, business, or both. If you want to be successful, you’re more than likely working towards each of your desired outcomes or goals. You’re looking to find the motivation or simply what you need to do to continue to move forward in the direction to reach your ultimate work-life balance. In th…

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8 Tax Strategies To Consider Before Year-End 23:06

28d ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early…

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254: How Do You Deal With Regret Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:07

28d ago4:07

4:07

Do you have something in your life that you regret? There are a lot of people who are dealing with regret. How are you dealing with regret in your life? Is it something you feel on a daily basis? Is it something that only comes up for you periodically? When you think about your regrets, do you wish you would have done or maybe not done something in…

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106. Email Marketing and Funnels with guest Allison Hardy 32:58

1M ago32:58

32:58

Ever feel like you can’t add one. more. thing. to your full plate as a CEO mom? Like you’ve got all these emails to send and tasks to check off your list, and not enough brain capacity to make it all happen? Join Kimberly for a relatable chat with Allison Hardy, email marketing strategist and host of the 6-Figure Secrets Podcast. They look into the…

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This Is The Danger Of Working One More Year: Goalpost Planning 25:11

1M ago25:11

25:11

Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…

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253: Strengthening Your Business Foundation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 19:26

1M ago19:26

19:26

To have a successful and profitable business, you’ll need to make sure your journey includes having a solid foundation for your business. This foundation is much more than just having an amazing idea for your business; it’s broken down into sections that are important to make sure you are mastering each of them so that you don’t have one area of yo…

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5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have) 18:37

1M ago18:37

18:37

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …

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252: Being Proud Of Yourself Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:06

1M ago5:06

5:06

So often, we are looking for other people to be proud of us, but when was the last time you asked yourself how proud you are of yourself? Do you find that you are consistently seeking validation of how proud others are of you? Did you know that feeling proud of yourself is something you can actually create for yourself? Think about how much more po…

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105. One and Done: Honoring Your Capacity in Business and Family with guest Jen Liddy 39:58

1M ago39:58

39:58

Have you ever felt judgment for making a choice for your family or business based on your capacity? In today’s episode, brand voice and content strategist Jen Liddy shares about her decision to only have one child because she knew it’s what she could handle – even while facing judgment from her own mother. She talks about being a solopreneur after …

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How To Discuss Inheritance With Your Parents (with James) 21:40

1M ago21:40

21:40

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP…

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251: Simple Steps To Create A Business Plan Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 19:02

1M ago19:02

19:02

When you have a business, you most likely have a vision for your business. If you are like many business owners, you think about your business the majority of your time. You think about the products and services you offer or want to offer, you think about your ideal client, you think about how much money you want to make, and you think about how yo…

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5 Fun Activities Often Overlooked In Retirement 15:31

1M ago15:31

15:31

What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…

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250: Clarifying What You Want In Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:24

1M ago5:24

5:24

Have you ever taken the time to really think about what you truly want in your life? Our lives are busy, and it’s easy to think about things on the fly, but how often do you take the time to really think about it? When I ask my clients what they want in their lives, there are many times that they say they don’t really know. They haven’t taken the t…

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104. Our Big Move: Why North Carolina is the Next Adventure for Our Family 23:30

2M ago23:30

23:30

Big personal announcement: The Tara family is packing up and moving to North Carolina! In this episode, Kimberly goes solo to share exciting news about her family’s recent move from Louisiana to North Carolina. She dives into the reasons behind the relocation, how’s prepared her business for the move, and all the big emotions involved. Tune in for …

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Special Announcement - NEW SHOW! 9:32

2M ago9:32

9:32

New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email ari@rootfinancialpartners.com "Waitlist" Option 3 - Work With Us Here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…

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249: Are Your Business Finances Out Of Control Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 19:38

2M ago19:38

19:38

Whether or not you feel you have control of your business finances, you want to make sure you are doing everything you can so that you can end this year in control. These next few weeks will fly by so quickly, and before you know it, you’ll need to gather all your financial information to prepare your tax return. In today’s podcast episode, I’m tal…

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How Much Do I Need To Spend $25k/Month In Retirement? 17:32

2M ago17:32

17:32

Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener commen…

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248: Prioritizing What Matters Most Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:13

2M ago4:13

4:13

How often do you find yourself short on time? Our lives are busy, and when we find ourselves with more things to do and not enough time to get it all done, it forces us to prioritize what matters most to us. Wouldn’t it be great if you had the time to do everything you wanted to do? One of the things I work with my clients on is making sure they ar…

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103. 3 Tips for Keeping More of Your Revenue with guest Lianne Kim 56:00

2M ago56:00

56:00

Today’s episode is a special treat: Kimberly and Lianne Kim are each sharing their own expertise in how to build your revenue, and how to keep more of what you make through proactive tax strategy. Lianne shares strategies for showing up confidently online without overthinking perfection, the art of intentional posting, meaningful prospecting, and h…

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247: Increasing Your Side Hustle Profits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 22:32

2M ago22:32

22:32

When you start your business or side hustle, your goal is more than likely to become successful. But what makes your business a success? Do you think that bringing in considerable amounts of sales or revenues determines your business’s success? Is it the number of clients or customers you have? It’s easy to listen to other business owners talk abou…

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Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY) 16:47

2M ago16:47

16:47

What-if scenarios allow you to retire early with confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients ret…

1
246: Does Success Make You Happy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 3:59

2M ago3:59

3:59

We are often led to believe that happiness comes from achieving success. We think that when we get something we think is successful in our life, then we’ll start being happy. Success and happiness are actually two totally separate mindsets. Think about it. There are so many people in this world who are successful, and yet they are so unhappy. The r…

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102. Juggling Marketing, Mom Guilt, and Mental Health with guest Emily Reagan 50:29

2M ago50:29

50:29

Feeling like you're juggling too much as a CEO Mom? You’re not alone. In today’s episode, Kimberly and Emily chat about the real, raw struggles CEO moms deal with—mom guilt, balancing work and family, and the everyday chaos. From setting boundaries and embracing imperfections to finding time for self-care and staying present, this episode is packed…

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245: How To Get Your Side Hustle Started Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 20:48

2M ago20:48

20:48

Starting a side hustle can be overwhelming unless you take the right steps, make sure you are covering all the necessary requirements, and understand what the demand is going to be on not only yourself but your lifestyle as well. There are many points to consider, and the more that you can review these before jumping into you’re your side hustle, t…

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3 Common Mistakes People Forget When Retiring Early 16:57

2M ago16:57

16:57

How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindle…

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244: Learning How To Fail Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:24

2M ago4:24

4:24

So often in our lives, we set goals and strive for success. We want to win at everything we do, but there will be times when things don’t go as originally planned, and we fail. It’s okay to fail, and there are people who will tell you that you need to fail many times before you succeed, so why are so many of us afraid to fail? Why do we put things …

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101. Trusting Your Intuition: Balancing Motherhood, Travel, and Entrepreneurship with guest Ashley McDonald 36:26

2M ago36:26

36:26

Ready to be inspired by a thriving business and adventurous family life spent seeing the world? Join Kimberly as she chats with Ashley McDonald, a therapeutic business coach, who shares her world-traveling experiences with three kids, navigating potty training, homeschooling, and financial shifts. Discover how Ashley keeps her sanity and succeeds w…

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243: Make Money With These Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:27

2M ago17:27

17:27

A side hustle or side gig simply means you are taking on additional work outside of your regular job. Having a side hustle can be a great way to earn some extra income, and how much income you make in your side hustle depends on what you put into your side hustle. In today’s podcast episode, I’m covering some of the top side hustles you can jump in…

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Do You Know How Much You Are Paying Your Advisor? 22:18

2M ago22:18

22:18

There are many reasons to work with an advisor and I want to ensure you are getting value for it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne…

1
242: Managing Negative Emotions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 4:05

2M ago4:05

4:05

How often do you find yourself feeling a negative emotion? What do you find that you do whenever you have these negative feelings? Do you find yourself negotiating with yourself when you feel a negative emotion? Do you do something to resist your negative feelings that don’t ultimately get you what you want in your life? You can manage these negati…

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100. Why You Need a Tax Strategist 40:51

2M ago40:51

40:51

Today we’re talking all about what a tax strategist is, and more importantly, why you need one in your business. We’re chatting about how the right tax strategist won’t just get your taxes ready once a year. They’ll partner with, educate you, and empower you to make smart choices in your business – so you can keep more of your money, work less, and…

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Tax Strategy Podcastok

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