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Tax Optimization Podcasts

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Freedom is your birthright. Time to claim it. Welcome to Freedom Frequency - the daily podcast that cuts through the noise to deliver pure, unfiltered anarcho-capitalist truth in under 10 minutes. While the world argues about which master will rule them, we're building the parallel systems that make their whole game irrelevant. Hosted by two contrarian thinkers who've studied the masters - from Murray Rothbard to Doug Casey, from David Icke to Alex Jeff Berwick- Freedom Frequency isn't about ...
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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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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.
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Make It Personal Podcast

Mutual of Omaha Advisors

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Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Fina ...
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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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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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Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.
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Canadian Wealth Secrets

Kyle Pearce, Jon Orr

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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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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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Ready For Retirement

James Conole, CFP®

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3255: Cynthia Meyer explains why tapping into your 401(k) or 403(b) through a hardship withdrawal should be a last resort, outlining the steep tax penalties, loss of long-term growth, and stric…
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This week, Sim chats with Ankur Nagpal, the founder of Teachable and Carry, about his journey from building a $250M edtech company to helping people grow wealth through smart tax strategies. They dive into the biggest money mistakes high earners make, why tax optimization matters, and how everyday employees and business owners can keep more of what…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What do you do when you're doing everything “right” financially for your Canadian retirement—yet something still feels off? Ryan is a disciplined, high-earning young professional who’s bough…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3264: Darrow Kirkpatrick examines the true costs and emotional implications of owning a vacation home, revealing how the dream of a getaway can quickly become a financial and lifestyle burden. …
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**Freedom Friday - Episode 3**While Bitcoin maxis argue about digital gold, real freedom fighters are building something far more dangerous to the surveillance state.**Today we're revealing the privacy weapons governments actually fear:****The Real Privacy Tech Stack:**- **Monero (XMR)** - The untraceable king at $259 with mandatory privacy, ring s…
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We share insights from Altus Group’s Q2 2025 Investment and Transactions Quarterly report. From multifamily’s continued strength to industrial’s surprising slowdown, we explore the quarterly and annual changes in investment volume, pricing, and deal trends impacting CRE today. Tune in for data-backed takeaways to help you navigate your investment s…
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Download The Game of the Decade eBook More and more Americans are asking a game-changing question: What if I don’t want to wait until 65 to retire? In today`s episode of Make It Personal, we tackle the bold and often misunderstood concept of early retirement, not as an escape, but as a purposeful pivot toward “time freedom.” What happens when retir…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3263: Luke Smith explores how poor financial habits and money stress can undermine work performance, leading to reduced productivity, strained workplace relationships, and even burnout. He offe…
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**Thinker Thursday - Episode 2**No theory. No academic references. No borrowed credibility.Just raw, unfiltered truth delivered with absolute authority.**Today we're stating facts, not opinions:**- The government is organized crime - the most successful criminal organization in history- Taxation is theft - no euphemisms, no justifications, just rea…
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Welcome to Freedom Frequency - where we deliver daily doses of pure anarcho-capitalist truth in under 10 minutes.This is Episode 1, and your freedom awakening starts right now.Today we're diving deep into the ONE economic principle that changes everything: **self-ownership**. This isn't just theory - it's the foundational concept that demolishes ev…
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#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advantaged accounts, and charity, and so much more. Michael Kitces is the Hea…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What would you do if your business was sitting on millions in retained earnings — pay off your mortgage or put that money to work? Many successful business owners eventually face this dilemm…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3262: Jillian Beirne Davi reveals how five simple but consistent daily habits transformed her from $30,000 in debt to a confident saver in just 18 months. By shifting her mindset, committing to…
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Redefining retirement with purpose and adventure John and Bev retired at 55, sold almost everything, and traded their dream home for two backpacks, golf clubs, and a life of full-time travel. Since then, they have visited 107 countries and all 50 states as “The Retirement Travelers.” Their journey began during COVID, when cancelled plans led to an …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3261: Tynan explores how surrounding yourself with high-quality, well-designed items can transform daily life by eliminating friction, reducing replacement needs, and even inspiring creativity.…
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This week, Sim chats with Jasleen about her journey from corporate life at Deloitte and Goldman Sachs to choosing the stay-at-home wife path and building her own platform on TikTok. They dive into money anxiety, navigating financial conversations in marriage, and why creating purpose outside of a 9–5 matters. With candid insights on feminism, caree…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3260: David Cain reminds us that money is only a tool for creating or avoiding experiences, and the true measure of wealth is the quality of those experiences. By consciously evaluating purchas…
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Brad Barrett welcomes Jillian Johnsrud, author of Retire Often, as they delve into the transformative concept of mini retirements. Jillian shares her insights on how taking intentional breaks from work can enrich life experiences, enhance personal growth, and help individuals navigate transitions on their journey towards financial independence. Key…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3259: David Cain reveals how everyday spending decisions can dramatically impact our long-term happiness, arguing that all purchases are investments, not just financial ones. By focusing on the…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3258: Leo Babauta invites readers to embrace the transformative power of pausing before reacting, making decisions, or speaking. By creating space between impulse and action, we open the door t…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3257: Jeff Rose offers a practical guide to organizing and storing key financial records, from brokerage and retirement statements to tax returns, bank statements, and insurance policies. He ex…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you treating your emergency fund like a financial afterthought — or a true wealth-building tool? Let’s face it: stashing money away for “just in case” doesn’t exactly spark excitement. M…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3256: J. Money examines the high costs and hidden traps of both payday loans and credit card cash advances, weighing which is the lesser of two financial evils. While both options carry steep f…
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What if the “financially optimal” choice doesn’t actually lead to your best life? This conversation explores the balance between optimizing money and optimizing happiness. We break down the Five Types of Wealth—financial, time, social, mental, and physical—and show why sometimes the decision that looks inefficient on paper may actually be the smart…
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Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ When markets get shaky, most investments stumble. But one asset doesn’t just survive the chaos, it feeds on it. That’s cryptocurrency. In this episode, Ryan and Nick dive into why crypto has become the runaway winner in the volatili…
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Download The Game of the Decade eBook Is there really a “right age” to claim Social Security? It’s one of the biggest decisions you’ll make as you approach retirement, and one of the easiest to get wrong. Play #4 in our “Game of the Decade” series zooms in on how to optimize your Social Security benefits and why this move could make or break your f…
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Graduation marks an exciting new chapter for young professionals, but for those eyeing a career in financial planning, the path forward can feel uncertain. What are the skills that investment firms are looking for? Which licenses and designations matter most? And how do you land that first opportunity in a highly competitive field? Today, Matthew P…
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#242: Chris dives into the Capital One credit card lineup, breaking down earning structures for miles and cash back, exciting benefits, and redemption strategies. He also covers the best 2-card combo, transfer partners, important application rules, and more. Link to Full Show Notes: https://chrishutchins.com/capital-one-credit-cards-miles-guide Par…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is a six-figure salary still enough to live comfortably in today’s world? You’ve built a business, crossed the $100K threshold, and checked off what used to be a major financial milestone. B…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3254: Julien Saunders explains how constant monitoring of your portfolio undermines rational decision-making by feeding fear and short-term thinking. By understanding the motivations behind dai…
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When the numbers say you can retire, but you can’t step away. Many people with the financial means to retire keep working, telling themselves one more year will make the plan even stronger. But at what cost to your time, health, and relationships? This episode explores “the good pickle,” where chasing more financial security comes at the expense of…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3253: Sara explains how Dividend Reinvestment Programs (DRIPs) allow investors to buy company stock directly and automatically reinvest dividends, bypassing brokerage fees and enabling small, c…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3252: Wanderer breaks down why Target Date Funds may not be the smart, set-it-and-forget-it solution they're marketed as. Hidden fees, unnecessary complexity, and poor cost-to-value ratios make…
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Marla Taner shares her journey of living off the 4% rule since her retirement in 2013. She discusses the financial strategies that have supported her abundant lifestyle, the emotional aspects of transitioning into retirement, and the importance of reassessing fixed costs. Marla's insights provide inspiration for those seeking financial independence…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3251: The Mad Fientist breaks down a powerful but often overlooked tax strategy that can significantly boost your investment returns: specific share identification. By choosing exactly which sh…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3250: Dr. Margaret Rutherford shares seven practical guidelines for treating your marriage like a well-run business, emphasizing regular "meetings" to align on finances, goals, and shared respo…
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