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Tax Optimization Podcasts

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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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Freedom is your birthright. Time to claim it. Welcome to Freedom Frequency - the daily podcast delivering pure, unfiltered anarcho-capitalist truth. While the world argues about which master will rule them, we're building the parallel systems that make their whole game irrelevant. Every episode breaks down the foundational texts and timeless principles that expose government as the criminal organization it is. From Bastiat's "The Law" to "The Market for Liberty," from Robert Ringer's intimid ...
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Want to achieve Financial Independence (FI) without missing out on life? FI Minded is the podcast for anyone seeking financial freedom, time freedom, and a work-optional lifestyle — all while enjoying the journey along the way. Whether you’re at the beginning of your FI journey or already deep into Coast FI or Slow FI, this show gives you practical strategies and insights to reach early retirement and design a life that aligns with your values, purpose, and fulfillment. Popular topics includ ...
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Friends That Invest

Friends That Invest

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With over 10M downloads, join Sim, an optometrist turned Forbes 30 under 30 investor, as she breaks down the intimidating and not-so-well-taught world of investing and growing wealth, minus the jargon. New episodes every Tuesday! Hosted on Acast. See acast.com/privacy for more information.
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Retirement Answers

Jacob Duke, CFP®

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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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ChooseFI

ChooseFI

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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The Wealthy Barber Podcast

The Wealthy Barber Inc.

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The Wealthy Barber Podcast is Canada’s go-to source for approachable, entertaining, and free financial education. Hosted by none other than David Chilton—former Dragon on CBC’s ”Dragons’ Den” and the best-selling author of ”The Wealthy Barber” and ”The Wealthy Barber Returns”—this podcast is here to help Canadians manage their money better. Much better. Dave Chilton has spent over 35 years demystifying personal finance, offering understandable, unbiased, and actionable advice that has empowe ...
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Step into the world of NZ Business Owners, where we explore the complexities of life and entrepreneurship in New Zealand. From the deep-seated beliefs and values that guide these entrepreneurs to the strategies they use to navigate the twists and turns of success, we dive into the depths of the human experience. Whether you're interested in business, personal growth, or just curious about what it takes to succeed, join us on this journey of self-discovery and explore the many facets of the h ...
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The EY Podcast features experts from the world of business offering insights and analysis on a wide range of topics. From the latest CEO outlooks, to tax transformation, finance operations, economic trends and many more, the EY Podcast provides a comprehensive, cross industry view of the most topical issues impacting organisations and society, at your fingertips.
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Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future. Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their per ...
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On The Move

Vialto Partners

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Hello! We’re Vialto Partners. We push the boundaries of global mobility, powering positive outcomes in business and beyond. Our team partners closely with you, providing extensive expertise and seamless tech-enabled experiences—so you can mobilize a dynamic global workforce and unlock potential.
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Are you an Amazon FBA, TikTok Shop, Walmart, or Ecommerce Seller, or someone interested in becoming one? The Serious Sellers Podcast by Helium 10 is an unscripted, unrehearsed, BS-free, organic conversation between host Bradley Sutton, and real life sellers and thought leaders in the ecommerce world, where they share the top strategies that will help sellers of all levels succeed. In addition, every week there is an episode of the ”Weekly Buzz” which gives a rundown of the latest news in the ...
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It might have been monsters under the bed, shadows in the corner, or creepy dementors from Harry Potter. We all had irrational fears growing up. Mine was creepy dolls. After watching a movie called Teacher’s Pet, I became so terrified of dolls that my dad had my sister box up hers and store them in the basement. I’ll be honest, I’m still not a huge…
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Paula Pant introduces her innovative FI-I-R-E framework, which encompasses Financial Psychology, Increasing Your Income, Investing, Real Estate, and Entrepreneurship. The discussion emphasizes the critical role of financial psychology in shaping one’s financial decisions and behaviors. Paula's approach aims to inspire excitement about personal fina…
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In this episode, let's talk about Amazon’s latest launch tools. Vine pre-launch reviews, Product Opportunity Explorer insights, and shoppable A+ Content. To validate faster and scale your first or next Amazon product. 💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 ► Watch The Podcasts On Youtube: https://www.youtube.com…
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Get preliminary Prime Big Deal Day results, a new TikTok shipping integration, and a button that could boost Amazon order values. All this and more buzzing news on this week’s episode! 💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 ► Watch The Podcast On Youtube: https://www.youtube.com/@Helium10SeriousSellersPodcast?su…
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Join my free community for NZ Business Owners ⤵️ https://www.skool.com/advice/I felt paralyzed by social anxiety for years. Until 2014, with $20 to my name, I decided enough was enough.I applied for a commission-only sales job.Either face my fear or don't eat. Here’s what happened next: 2014: Lead a commission-only sales team at Rayven Marketing. R…
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He’s back! Tomer Rabinovich reveals his latest e-commerce strategies, including mastering PPC, TikTok launches, optimization, and creative packaging, as well as a few magic tricks for achieving viral success. 💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 ► Watch The Podcasts On Youtube: https://www.youtube.com/@Helium1…
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Is a break even analysis or trying to get the maximum lifetime benefits from Social Security the wrong way to optimize your benefits? In this episode I share an different idea with you about your Social Security claiming strategy. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2025 PDF here: https://…
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The housing market has undergone significant changes in recent years, leaving many homeowners and prospective buyers feeling uncertain about its future direction. Interest rates have risen from historic lows, making affordability a pressing issue, and discussions about the possible privatization of Fannie Mae and Freddie Mac are sparking new concer…
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#249: 3x your points and miles with a multiplayer strategy. We break down how to earn, manage, and maximize rewards with a partner, family, or friends. Plus learn how to handle the logistics, emotions, and systems that make it all work. Kai is the founder and host of The Daily Churn Podcast, where he shares his churning journey. In 2024, Kai and hi…
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Brad interviews Chris Hutchins, host of the podcast All The Hacks. They dive deep into challenging the traditional mindset of financial independence (FI), exploring the balance between saving for the future and enjoying life experiences in the present. The discussion revolves around the potential pitfalls of overly conservative financial strategies…
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Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics. Jenny obtained her bachelor's degree in both political science and history from Butler University an…
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🚀 Project X is back with a new name, Scale Stories! Join us as Helium 10 GM Zoe shares insights, lessons, and big plans behind this next-level season for Amazon sellers. 💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 ► Watch The Podcasts On Youtube: https://www.youtube.com/@Helium10SeriousSellersPodcast?sub_confirmation…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Before we dive in, check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — because when the state programs dependency from birth, you need the contrarian psychology to break the chains. FF029 - Socialism Begins at Home: The Psychology of Freedom vs. Dependency Gent…
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Has ChatGPT changed e-commerce forever? New Amazon ad tax updates, the return of a new Project X series, and more top stories on this week’s Weekly Buzz. 💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 Listen to the Serious Sellers Podcast on your favorite platform: ► New YT Channel: https://www.youtube.com/@Helium10Seri…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Before we dive in, check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — because when central planners promise utopia but deliver breadlines, you need the contrarian map to voluntary markets. FF028 - The Economic Calculation Problem: Socialism's Blind Bust Gentle…
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Is your practice ready for the ripple effects of the next big tax wave? In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax divers…
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#248: Learn to escape the trap of over-optimizing and design a more meaningful life. We explore setting boundaries, resetting priorities, and turning failure into fuel for success. We also dive into Tim’s creative process behind his new card game and the surprising value of play. Tim Ferriss is an entrepreneur, bestselling author, and host of The T…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Before we dive in, check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — because when governments torch tomorrow for today's power grab, you need the contrarian lens to build what lasts. FF027 - Time Preference & Capital Structure: Why Austrians See the Future Go…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Before we dive in, check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — because when the globalists script their next "crisis," you need the contrarian playbook to see through the smoke. FF026 - 9/11: The Ultimate False Flag and the New World Order Agenda Gentle…
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💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 AI search traffic is booming. Discover how to rank in AI engines, leverage core data sources, and keep your products visible where today’s shoppers are searching. ► Watch The Podcasts On Youtube: https://www.youtube.com/@Helium10SeriousSellersPodcast?sub_confirmation=1 ► In…
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This week, Sim breaks down exactly how much you should have saved at each decade to hit a comfortable retirement, from 1 to 2 months of expenses in your 20s to 1x your salary in your 30s, 3x in your 40s, 6x in your 50s, and 8x in your 60s on the way to 10x by age 67. She explains why these benchmarks work no matter your income and how lifestyle cre…
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In this episode, my goal was to make it relevant for both types of listeners: First, for those who are just getting started in do-it-yourself investing or are looking to transition to becoming passive index investors instead of trying to beat the market by stock picking or owning expensive actively managed funds. We’re going to build a strong found…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Before we dive in, check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — because when the bankers are laughing all the way to their private islands, you need real contrarian intel. FF025 - The Creature from Jekyll Island: G. Edward Griffin's Fed Exposé Alright, g…
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The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some, but for those who were planning to do Roth conversions could have some tough decisions to make. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2025 PD…
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In this episode of the EY CFO Outlook Podcast, Peter Quinn, CFO of An Post joins host Dearbhail McDonald to talk about his career, the challenges An Post has faced, and why he’s optimistic about the future. “When I started my career, it was before Microsoft Excel,” recalls Peter Quinn. “People thought technology would do away with jobs. Instead, it…
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Brad welcomes Aubrey Williams, a financial advisor and member of the ChooseFI community. They discuss innovative strategies for financial independence (FI), focusing on flexible withdrawal rates, dynamic spending adjustments using historical analysis, and how adopting a more adaptable mindset can potentially lead to earlier FI. Timestamps & Discuss…
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Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as the development and oversight of the firm’s investment methodologies and models. In this episode, we discuss his new book, Coming Into View: How AI and …
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💎 Try Helium 10’s Top Plan FREE for 7 Days – Start here: https://h10.me/h10 Boost Amazon CTR & conversions with price testing, smarter content, and 17 image types. Get split-testing workflows, experiment tips, and quick wins for E-commerce sellers. ► Watch The Podcasts On Youtube: https://www.youtube.com/@Helium10SeriousSellersPodcast?sub_confirmat…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Before we dive in, check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — essential reading for anyone serious about understanding how the world really works. FF024 - The Federal Reserve Scam: Private Banks Printing Your Money Today we're exposing the biggest fina…
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This week on the Weekly Buzz: Prime Big Deal Days dates, Bradley’s latest product launch strategy, and Helium 10’s new PPC series to help you manage and grow your Amazon business. ► Watch The Podcasts On YouTube: https://www.youtube.com/@Helium10SeriousSellersPodcast?sub_confirmation=1 ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon …
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In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox celebrate Life Insurance Awareness Month by discussing the vital aspects of life insurance with Stoyan Petev, VP of Advanced Markets at C2P. The episode delves into the differences between term and cash value life insurance, alongside detailed explanations of liv…
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Welcome to Freedom Frequency, an AI-powered podcast by Daily Dominance. Check out Doug Casey's latest insights at tinyurl.com/dougsnewbook — essential reading for anyone serious about understanding how the world really works. FF023 - The State's Oldest Trick: Historical False Flags Today we're exposing the state's oldest trick: the false flag opera…
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Live from Amazon Accelerate, discover how Amazon Global Logistics and Global Selling help sellers streamline imports, expand into EU markets, and scale worldwide with confidence. ► Watch The Podcasts On YouTube: https://www.youtube.com/@Helium10SeriousSellersPodcast?sub_confirmation=1 ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon S…
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Losing a spouse is one of life’s most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to changes in income, the process can feel like an impossible burden to carry alone. Without a plan in place, surviving spouses may find themselves vulnera…
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I’m in this strange in-between stage right now, somewhere between Coast FI and Full FI. And I often feel pulled back and forth between spender and saver, current me and future me, speeding up and slowing down. It’s a little exhausting, I have to admit. A few years ago, things felt simpler because I was in full accumulation mode. Most of my decision…
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#247: Chris dives into Bank of America’s credit card lineup and why he has 5 different BoA cards right now. He'll go over how the Preferred Rewards program can help you earn unlimited 3.3% back on everything. Finally, he also covers approval rules, credit limits, unique perks like free museum access, and more. Link to Full Show Notes: https://chris…
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Freedom Frequency, an AI-powered podcast by Daily Dominance. tinyurl.com/dougsnewbook Today’s episode: Rothbard’s “Anatomy of the State” — How the State Manufactures Legitimacy and Preys on the Productive The State is not a mystical guardian of the public good. It is, in Rothbard’s precise definition, the organization that claims a monopoly on forc…
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Our guest this episode is Steve Saretsky—a top 1% realtor in Vancouver and the host of one of Canada’s most popular real estate YouTube channels and the podcast “The Loonie Hour.” In this wide-ranging conversation, Dave and Steve explore the current state and uncertain future of Canada’s real estate market. They talk about the collapse of the condo…
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Freedom Frequency, an AI-powered podcast by Daily Dominance. tinyurl.com/dougsnewbook Today's episode: Mises' "Human Action" - The Foundation That Destroys All Statist Economics Ludwig von Mises wrote the most important economics book ever - "Human Action." This 900-page masterpiece provides the unshakeable foundation for anarcho-capitalist economi…
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This week, Sim breaks down 7 quiet money traps that cost you thousands a year from hoarding cash instead of investing to chasing fashion trends, FOMO stocks, and overspending on housing. She explains how living beyond your means, relying on credit cards you can’t clear monthly, and falling into the comparison trap sabotage wealth. You’ll get simple…
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Brad Barrett hosts Cody Garrett and Sean Mullaney, co-authors of Tax Planning To and Through Early Retirement, exploring essential tax strategies for the FI community. They address misconceptions about retirement taxes, the drawdown process, and effective tax rates, emphasizing the importance of informed planning to navigate financial independence …
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