We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author W ...
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Finance Basics For Business Owners Podcasts
Small Business, Big Network is the podcast for small business owners who want better results from their networking. I'm Liz Drury, a freelance voiceover artist who knows that if you're not working as much as you'd like, then networking could help! The show is a mix of bite sized episodes on networking basics, and interviews with business owners who are successfully using networking to grow. There are lots of inspirational stories that will encourage you to get started or to keep going on you ...
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Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
Tiffany Phillips, CPA & Small Business Tax Strategist
Stop Overpaying Taxes by $50K-$100K+ Every Year | The #1 Podcast for Women Entrepreneurs & Business Couples Who Want to Keep More of Their Hard-Earned Money Are you a successful woman entrepreneur or part of a husband-wife business team tired of watching 30-50% of your profits disappear to taxes? Fed up with CPAs who act more like tax preparers than strategic partners? Ready to discover the same tax strategies that save my clients an average of $97,398 annually? You’ve found your financial f ...
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Welcome to the Profit Plot, the show where we unpack and simplify one complex financial topic at a time. This show, hosted by Jeremy Millar, helps service-based business owners and entrepreneurs unlock the story behind their profitable businesses.
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When it comes to running a small business, tackling financial decisions can be daunting and often overwhelming. Each week, we'll focus on a common financial issue bringing in an expert in the field with actionable insights and a fellow business owner who has tackled it first hand.
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Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on Not Financial Advice with Austin Preece to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor serving clients under the DBA of Preece Financial Planning and Preece Accounting Services LLC. Podcast is for educational purposes onl ...
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Finance Unpacked: Closing the Advice Gap with Gareth Shears & Shane Hyland
Gareth Shears & Shane Hyland
Join your hosts, Shane Hyland and Gareth Shears, on "Finance Unpacked: Closing the Advice Gap", a podcast dedicated to demystifying the complex world of personal finance. Each week, Shane and Gareth delve into critical topics ranging from budgeting basics and saving strategies to smart investments and retirement planning. Whether you're a financial novice looking to build a solid foundation or a seasoned saver searching for advanced tips, this show brings you practical, actionable advice, an ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Welcome to Gentle Frog’s Bookkeeping Lily Pad, your cozy corner of the podcasting world where numbers tell a story and bookkeeping blossoms into an adventure! Dive in with Rachel Barnett, seasoned bookkeeper, and successful entrepreneur, as she leaps from one topic to another, guiding you through the riveting ecosystem of bookkeeping businesses. Having journeyed through the challenges of building, growing, and eventually selling her own bookkeeping firm, Rachel brings a wealth of experience ...
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Welcome to the Capital Gains Tax Solutions Podcast Are you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, we ...
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TIP755: My Process for Finding Great Investments w/ Kyle Grieve
1:04:29
1:04:29
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1:04:29On today’s episode, Kyle Grieve discusses the lessons that shaped his investing philosophy, from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential, undervalued microcaps. He shares how goals, temperament, and a business-owner mindset guide his decisions, and why compounding, capita…
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278 \\ The Shocking Link Between Healthcare Fraud and Your Business Taxes
16:34
16:34
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16:34What does a $14.6 billion healthcare fraud case have to do with your business? Everything. While criminals steal billions from taxpayer-funded programs, business owners like you are still overpaying the IRS every year. In this episode, we break down how government waste affects your bottom line—and why smart tax planning isn’t just good business, i…
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TIP754: Rule Breaker Investing w/ David Gardner
1:32:15
1:32:15
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1:32:15On today's episode, Clay brings back David Gardner to discuss his new book, Rule Breaker Investing. Throughout David’s investing career, he seemed to have taken all of Buffett’s rules to investing and thrown them out the window. In this episode, he shares his unique rule-breaking framework, providing you with the guidance and the gumption to win at…
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277 \\ Hulk Hogan’s $25M Tax Secrets the IRS Hopes You Never Learn
27:54
27:54
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27:54In this episode, we break down how Hulk Hogan built and protected a $25 million fortune—and the smart strategies you can use too. You’ll learn simple tax tips and wealth planning moves that keep more money in your pocket. From diversifying income streams to choosing the right state for tax savings, we cover real-life examples any business owner can…
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TECH001: AI for Activists w/ Justin Moon and Shroominic (Tech Podcast)
49:43
49:43
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49:43From Oslo's spotlight to global frontlines, Justin and Shroominic share how activists are harnessing AI for storytelling, translation, and rapid response while also navigating threats from authoritarian AI. Explore the core building blocks, decentralized models, and how anyone can begin experimenting today. IN THIS EPISODE YOU’LL LEARN: 00:00 - Int…
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276 \\ The Triple-Tax Advantage That Could Save You Six Figures
20:48
20:48
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20:48Most business owners are missing out on one of the most powerful tax strategies available. In this episode, you’ll learn how a Health Savings Account (HSA) can give you triple tax savings, grow your money for decades, and help you keep more of what you earn. We’ll break down the new rules, bigger contribution limits, and smart strategies to turn yo…
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Rosie McGilvray is co-founder of 'The Networker', a comprehensive directory of networking groups/events, and funding opportunities. In addition the site hosts an online expo and a virtual marketplace. https://www.linkedin.com/in/rosie-mcgilvray/ The-Networker.co.uk This episode is sponsored by Kenima Cyber Security, a managed security service provi…
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TIP753: The Relentless Vision That Made McDonald’s a Global Giant w/ Kyle Grieve
1:04:33
1:04:33
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1:04:33On today’s episode, Kyle Grieve discusses the rise of McDonald’s under Ray Kroc and the vision, systems, and persistence that transformed a small burger joint into a global empire. He explores Kroc’s leadership style, business model innovations, and the timeless lessons investors and entrepreneurs can learn from McDonald’s journey. IN THIS EPISODE …
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275 \\ No Tax on Tips? Why This “Win” Could Be a Compliance Nightmare
19:43
19:43
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19:43The IRS just made a big move that could cause headaches for business owners—and most people have no idea it’s coming. In this episode, you’ll learn what their new decision means for tracking tips and overtime pay, why the current tax forms won’t help, and how to protect your business from costly mistakes. We’ll cover simple tax tips and smart strat…
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TIP752: Financial Statements Explained Simply w/ Brian Feroldi
1:01:17
1:01:17
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1:01:17On today's episode, Clay brings back long-time guest, Brian Feroldi, to educate our listeners on how to analyze financial statements. IN THIS EPISODE YOU’LL LEARN:00:00 - Intro01:58 - An overview of the three financial statements.13:11 - What GAAP accounting is and why the US is a good environment for investors from a regulatory perspective.18:08 -…
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274 \\ LLC vs. S-Corp in 2025: The Right Move for Your Business This Year
14:03
14:03
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14:03Thinking about switching to an S-Corp—or staying with your LLC? This episode breaks down exactly what’s changed in 2025 and how to pick the right entity for your business. I walk you through the pros, cons, and the hidden costs nobody talks about. Whether you’re just starting out or making six figures, you’ll leave knowing what to do and when to ma…
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Preston and Jeff discuss the expansion of the Bitcoin Fundamentals podcast to include cutting-edge topics like AI, robotics, and nuclear tech, all viewed through a Bitcoin and decentralization lens. They examine the impact of exponential technological growth, open-source innovation, and international competition. The conversation closes with a powe…
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273 \\ Tax Traps Every Online Business Owner Falls Into (And How to Dodge Them)
18:03
18:03
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18:03If you run an online business, you’re probably walking right into a tax trap—and you don’t even know it. In this episode, I walk through the five most common tax mistakes I see with digital entrepreneurs, content creators, and coaches. From write-offs to state nexus rules to what platforms like Stripe aren’t telling you, this episode is full of mus…
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In this episode, host Molly Beyer addresses the topic of delegation, a necessary skill for business owners and managers to master for success. In order for an entrepreneur to be effective, they must learn how to delegate in order to free up their time. Molly investigates what it takes to effectively delegate, why it’s a strategic process, and the n…
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Lilly Field has always believed that when we pursue our deepest passions, we all rise. That belief led her to create Womb Wise Co. and the Founder Flow Accelerator—where she supports purpose-driven women to launch their business with clarity, confidence, and care for their wellbeing. Her approach is rooted in sustainable business, women’s health, a…
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TIP751: Mastermind Q3, 2025: Uber, Merck, and Bath & Body Works
1:34:10
1:34:10
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1:34:10In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company. Tobias is pitching Bath & Body Works, a category leader in home and personal fragrance. Hari’s stock of choice is Merck, a pharmaceutical giant that owns the blockbuster oncology drug. IN THI…
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272 \\ The Biggest Financial Regret Business Owners Have—and How to Avoid It
19:00
19:00
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19:00Ever feel like you're making money but still falling behind? You’re not alone. In this episode, I reveal the #1 regret I hear from business owners and exactly what to do instead. We talk about cash flow mistakes, what most entrepreneurs get wrong with their finances, and how to build a plan that protects your income and grows your wealth. Simple sh…
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TIP750: Generating Alpha, Digital Payments, & AI w/ Deiya Pernas
55:32
55:32
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55:32On today's episode, Clay is joined by Deiya Pernas to discuss his investing philosophy, why he sees opportunity for investors in the digital payments space, and why he is closely following developments in AI. After a decade of experience in the investment industry, Deiya co-founded Pernas Research with his brother in 2023. Since January 2017, the P…
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271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait
26:37
26:37
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26:37Roth conversions can be one of the smartest tax moves you ever make—or one of the most expensive mistakes. In this episode, I show you how to time your conversions to maximize tax-free growth, avoid common traps, and decide if converting now makes sense. You’ll hear real-life stories of people who got it wrong (and lost big), plus how to structure …
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BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)
52:10
52:10
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52:10Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin's role is evolving amid growing global uncertainty. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:02 - Why the current market doesn’t reflect a true …
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270 \\ S-Corp Salary Rules Exposed: How to Pay Yourself Without Getting Audited
18:18
18:18
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18:18Think you can skip the salary and just take distributions from your S-Corp? Think again. In this episode, I break down the IRS rules around “reasonable compensation,” how to calculate the right amount, and the penalties for getting it wrong. We also talk about how to fix it if you’ve been doing it wrong for years—and yes, there’s a workaround. If y…
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1
Networking is a great source of trusted referrals
24:05
24:05
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24:05For over 15 years Kris Morawski's passion & mission in life has been to help SMEs get more qualified leads & become more visible on the web, even if they're on a tight budget. When built with intention and integrated into a smart, well-thought-out marketing strategy, your website becomes a powerful business tool: one that can increase sales, save t…
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TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve
1:03:22
1:03:22
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1:03:22On today’s episode, Kyle Grieve discusses how mental models from physics, chemistry, and biology can give investors and business leaders sharper decision-making tools. He’ll explore how applying these frameworks helps to identify opportunities, avoid risks, and build lasting advantages. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro02:06 - How relativ…
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269 \\ How to Pay Yourself Right from Your LLC (And Avoid the $10K Tax Mistake)
15:56
15:56
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15:56If you’ve got an LLC and you’re wondering how to actually pay yourself, this episode is your playbook. I break down how to take money out of your business legally, what the IRS really looks for, and the exact steps to avoid paying way too much in taxes. You’ll learn what an owner’s draw is, how self-employment taxes work, and when you must start th…
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TIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle Grieve
1:02:45
1:02:45
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1:02:45On today’s episode, Kyle Grieve discusses the radical culture that helped Netflix dominate Blockbuster and achieve massive long-term success. He explores lessons on talent density, candor, feedback, freedom, and responsibility that reveal how culture can become a company’s greatest competitive moat. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro02:54 …
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268 \\ Unlock Massive Tax Savings & Break Money Blocks in 2025
22:40
22:40
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22:40In this episode, Tiffany unpacks the deep connection between your money mindset and your bottom line. You’ll hear powerful stories from real clients who’ve saved over $60K in taxes—not just through smart tax strategies, but by transforming their relationship with money. If you’re a female entrepreneur tired of overworking and under-earning, this co…
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BTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)
54:14
54:14
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54:14Rod and Preston discuss Bitcoin’s rapid innovation, from ARK protocol transactions to new mining hardware. They examine custody solutions for Bitcoin treasuries, balancing institutional needs with community values, and preview the Custody & Treasury Summit and “Imagine If” event. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:01 - The latest Bitcoi…
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267 \\ Trump’s $5M Gold Card: The Tax Strategy Shift Every Business Owner Must Know
22:44
22:44
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22:44What if buying U.S. residency became the most powerful tax strategy on the table? In this episode, we break down Trump’s proposed “Gold Card” program, a bold $5 million fast-track to a green card—and what it means for small business owners, investors, and tax-savvy entrepreneurs. Discover how this could create massive shifts in the economy, investm…
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Cashflows: Why Small Businesses Fail and How to Not Become a Statistic
10:51
10:51
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10:51In this episode, host Molly Beyer defines what a small business is and just how many small businesses exist, in order to illustrate how many fail and why. When statistics say that one in three small businesses won’t make it past the two-year mark, what is the common denominator there? Molly explains that 82% of failures come down to one root proble…
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Now in her 10th year of supporting local SME businesses, Helen Pethybridge brings to her business coaching all the skills and insights from her commercial corporate background, blended with SME specific strategies. She is passionate about the importance of leaders investing time and energy to build the right team, which often can dictate the succes…
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TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
1:03:11
1:03:11
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1:03:11On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his disciplined yet unconventional approach, which shaped one of the most impressi…
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266 \\ Tax Secrets of the Wealthy: How Entrepreneurs Legally Pay Less and Build More
26:48
26:48
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26:48Most business owners are overpaying the IRS—because they don’t know the rules. In this episode, you’ll learn how the wealthiest Americans use legal tax strategies to save tens of thousands every year. Discover the Trifecta System, the power of the S corporation, and real estate tax strategies that can turn rent into equity and vacations into deduct…
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TIP746: ASML: Europe's Tech Monopoly
1:11:11
1:11:11
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1:11:11In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually. ASML holds one of the most powerful monopolies on earth as it’s the sole manufacturer of EUV lithography machines, which make the …
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265 \\ The 5 KPIs Every Business Owner Must Track to Grow Wealth & Cut Taxes
15:38
15:38
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15:38In this episode, Tiffany tackles the real reason so many business owners feel lost—because they don’t know which numbers actually matter. If you're tired of flying blind in your business, this one’s for you. Learn the 5 essential KPIs that go beyond vanity metrics to reveal your true business performance. From your current ratio to customer lifetim…
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BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)
41:47
41:47
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41:47A sharp panel debates Bitcoin’s “institutional phase”: BlackRock’s ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies. They probe Coinbase custody concentration, nationalization risks, Tether’s role, and why self-custody remains the antidote. AI’s influence on education and CBDCs vs private stab…
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264 \\ Why Smart Business Owners Are Pivoting from Clean Energy to Maximize Tax Savings (New Tax Laws Decoded Series: Part 16)
17:31
17:31
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17:31In this final episode of the New Tax Laws Decoded series, we unpack how the end of popular clean energy tax credits is creating surprising new tax-saving opportunities for business owners. Host [Name] explains which incentives are disappearing—including electric vehicle, solar, and home improvement credits—and reveals what’s replacing them. Learn h…
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Matthew Stafford is a Venture Capitalist and founder of the 9others network. He didn’t follow a conventional path into VC. Growing up on a farm in Northumberland the world of investments and start-ups was miles away. After school he got a job at John Lewis, then started his own t-shirt company and then moved into IT with RBS before moving to Bank o…
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RWH060: What Buffett, Munger & Bill Miller Taught Me w/ Robert Hagstrom
2:08:33
2:08:33
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2:08:33In this episode, William Green chats with Robert Hagstrom, Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book, “The Warren Buffett Way,” which lays out the principles that made Buffett the greatest investor of all. Here, Robert shares life-changing lessons he learned from Buffett & two othe…
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263 \\ Global Tax Strategy Revealed: How to Slash International Business Taxes Under New Laws (New Tax Laws Decoded Series: Part 15)
14:57
14:57
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14:57In this episode of New Tax Laws Decoded, we break down the biggest international tax changes in decades—and why they matter. If your business earns foreign income, exports products or services, or competes globally, understanding these updates could save you hundreds of thousands. We dive into updated GILTI and FDII provisions, how they impact tax …
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TIP745: Best Quality Stock Idea Q3 2025 w/ Clay Finck
1:01:02
1:01:02
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1:01:02On today’s episode, Clay Finck breaks down his best quality stock idea for Q3 2025: Amazon. Clay explores how Amazon has evolved from a low-margin online retailer into a diversified, high-margin tech platform. He also makes the case as to why Big Tech may be systemically undervalued, providing a unique opportunity for investors willing to ride out …
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262 \\ How the New $2,000 1099 Threshold Can Save Your Business Time and Money (New Tax Laws Decoded Series: Part 14)
14:13
14:13
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14:13In this episode of the New Tax Laws Decoded Series, we break down how the new $2,000 1099 reporting threshold is a game-changer for small business owners. You’ll learn how this shift reduces administrative burdens, saves time and money, and creates space for real business growth. We explore what this means for your tax strategy, how to update your …
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BTC247: Bitcoin's evolution with Traditional Finance w/ Jon Melton (Bitcoin Podcast)
41:54
41:54
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41:54Preston sits down with Jon Melton to explore his shift from Morgan Stanley to Bitcoin, insights on Silvergate Bank’s crypto strategy, and the future of Bitcoin-backed finance. They delve into lending models, the impact of regulation, and how Jon sees banks engaging with digital assets going forward. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:31…
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261 \\ The Tax-Free Retirement Strategy You’re Probably Missing (New Tax Laws Decoded Part 13)
15:06
15:06
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15:06Want to retire tax-free? The new tax law just made it easier. This episode covers how Roth conversions, solo 401(k)s, and strategic retirement planning can help you build tax-free wealth in your business. We explain how to time income, deductions, and business expenses to reduce your tax bracket and maximize long-term compounding in Roth accounts. …
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In this episode, host Molly Beyer talks about do-it-yourself bookkeeping and addresses commonly held beliefs that are actually myths. Molly breaks down what people often think about bookkeeping and explains why each myth is not necessarily a good direction to take our businesses in. Molly stresses that bookkeeping is a key part of having a successf…
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1
Preparation is paramount for successful networking
31:17
31:17
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31:17Kevin Harvey excels in helping ambitious professionals who need confidence to progress in life and business. By clearing deep blocks and fears, he enables them to speak out with impact, drawing on 30 years of experience that spans from warehouse to boardroom. All of his courses are bespoke and 1-2-1 to help to awaken, aspire and achieve confidence,…
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TIP744: Hidden Monopolies w/ Kyle Grieve
1:03:00
1:03:00
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1:03:00On today’s episode, Kyle Grieve discusses a thought-provoking framework that redefines competitive advantage through the lens of customer loyalty. Kyle breaks down the five types of customer loyalty moats, introduces the Moat Strength Index (MSI), and explains how investors can use this approach to measure, monitor, and deepen their conviction in h…
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260 \\ The QBI Deduction is Now Permanent—Here’s How to Maximize It (New Tax Laws Decoded Part 12)
15:42
15:42
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15:42Big win for small business owners: the Qualified Business Income (QBI) deduction is now permanent. In this episode, we walk through how to calculate and optimize your 20% deduction on pass-through income. Learn how entity structure, W-2 wages, and capital investments affect your eligibility, and how the new rules impact your 2025 planning. If you’r…
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TIP743: Should Value Investors Own Index Funds?
58:33
58:33
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58:33In this episode, Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in assets, and Bogle’s simple approach has been adopted by millions worldwi…
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259 \\ The New Tax Rules That Supercharge Real Estate Investing (New Tax Laws Decoded Part 11)
17:18
17:18
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17:18Real estate just became one of the most tax-efficient investments again. In this episode, we break down how the permanent changes to depreciation rules, bonus depreciation, and NOLs have unlocked major cash flow advantages for real estate investors. We cover cost segregation, real estate professional status, and how to pair these with 2025 tax laws…
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BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast)
1:08:41
1:08:41
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1:08:41Becca and Rob from AnchorWatch join Preston to unpack the future of Bitcoin custody and insurance. They explore multisig security, time-locked vaults, inheritance planning, insured yield products, and how institutional players like banks and insurers are adopting crypto through innovative custody models, convertible debt strategies, and reinsurance…
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