Twice a month, get clear, smart tips to help you keep more money, build wealth, and make taxes easier for 1099 CRNAs.
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Tax Structuring Podcasts
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understan ...
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
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Welcome to this podcast series from Cummings Pepperdine. Cummings Pepperdine advises on the three key areas of law, tax and FCA in alternative assets. Each Pep Pod looks at one or more of these areas of advice, with the aim of providing our listeners with useful updates, insights and information which will help your business. If you have any questions, just get in touch with us. Our contact details are all on our website, cummingspepperdine.com. Enjoy the Pod!
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Strength in Numbers with Marcus Crigler is the #1 podcast for real estate entrepreneurs who make good money but struggle with cash flow, tax planning, and building real wealth. If you're tired of living deal to deal, wondering where your money goes, and paying too much in taxes, this show will transform how you manage your real estate business finances. Host Marcus Crigler, CEO of BEC CFO Services, helps real estate investors escape financial stress by implementing proven wealth-building sys ...
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Welcome to Profits in Practice, the podcast where medicine meets money. I'm your host, Sarah Webb, Managing Director of Webb CFO and financial strategist for physicians. This show is all about breaking down the numbers, decoding the tax code, and helping doctors build lasting wealth, one episode at a time.
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The Tax-Savvy Expat Podcast helps American expats and digital nomads to (i) maximize the tax-reduction (and even tax-elimination) opportunities available by living abroad and (ii) avoid the pitfalls along the way. Stewart Patton, US tax attorney and expat entrepreneur, dives deep on a narrow topic in each episode, clearing away the myths and misconceptions to get to the real meat of the matter.
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Defer and eliminate capital gains tax with Opportunity Zone investments.
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Confused About Taxes and Property ?Revenue Account, Capital Account, Capital Gains Tax, Main Residence Exemptions, ohhhh why is it not simple ?Well that's where the Property Tax Nerds come to the rescue.We try to make Property and Taxes simple.
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Discover stories from real people who are living out their definition of a secure retirement.
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The Accounting For You podcast provides relevant tax and accounting information to help you and your business succeed. Visit us online: http://www.arcpas.com
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Why should finance be boring? Joseph and Michael cut through the jargon by talking property, money, and entrepreneurship with real stories, laughs, and special guests. New episodes released every fortnight! Follow us on our pages; www.itssimple.com.au Instagram: @itssimplefinance Instagram: @thefinanceshowwithjoe Linkedin: www.linkedin.com/company/itssimple
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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As an entrepreneur, small business or practice owner, or high-level executive, do you ever find yourself wondering if you’re using all the tax, entity and wealth strategies available to you or if your investments are truly producing all they could be? Happily, you don’t have to put up with that any longer. I have the solution. Real Money Talks! We're having the right conversation about money.
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Andrew Quinn, Head of Tax at Maples Group, and his colleagues in our Irish and Luxembourg legal tax teams share insights on key EU and international tax developments relevant to business and the investment funds industry. The Maples Group Tax Group advises leading companies, banks and investment firms on tax matters from our Irish and Luxembourg law firms. We advise our clients on Irish, Luxembourg, EU and international tax and we are supported by a large tax compliance team from our affilia ...
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Discussions with regulators, top lawyers and entrepreneurs about the legal framework for blockchain technology. We look at international regulations, trends, and jurisprudence impacting crypto and its related parts.
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Gen Squeeze's Hard Truths brings you the untold story about why basic life milestones – like owning a home, raising a family, and living on a habitable planet – are slipping out of reach for younger Canadians and explores how we can make this country work more fairly for all generations. Learn more at https://www.gensqueeze.ca/
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A Place to Inspire, encourage and give Business Life Hack Tips! This Series of Episodes I am bringing to the new entrepreneurs the blessing that I would have wanted to be to myself. Diving in to the topics on how to start a business, selecting target markets, branding, business finances, and so much more! We communicate, were educating, inspiring and motivating with life’s Golden Nuggets one podcast at a time! Follow me on Instagram: @agentholliman
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Real Estate Notes Show: Note Investing | Seller Financing
JKP Holdings LLC: Dave Putz and Nathan Turner
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Becoming the Bank: Note Investing and Seller Financing. Learn the most passive income strategy in real estate investing. This definitive resource for note investors, note creators, and note buyers shares expert-level formulas on non-performing loans (NPLs) and seller finance to build portfolios. We provide a due diligence checklist and capital raising blueprints.
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Welcome to The HMO Podcast, the dedicated resource for HMO and Co-Living property investors and developers! Join me and my special guests to learn everything you need to know about HMO property investment, from the tips, tricks and hacks that can save you time and money, to the best practice advice, the technical 'know-how' and inspirational stories of success and failure that will help you start, scale and systemise your very own HMO portfolio or business today.
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The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.
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BE THAT LAWYER is for attorneys who want more freedom, enjoyment and most importantly, control in their career. Topics will include business development, marketing, branding, technology, and law firm growth. The goal is to educate, entertain and share best practices related to these topics, so that you, the listener can get real value. This is primarily an interview show with great guests (attorneys and legal marketing professionals), sharing stories and analogies, as well as engaging in per ...
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Real estate investment expert and podcast host Bryan Hancock examines the interplay between limited partners and sponsors for private real estate offerings, empowering passive investors to invest wisely
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James Finch & Kyle Stich of AFP Analytics discuss player contracts, team building, salary cap management, and the general business and analytics of hockey and other sports. Kyle brings 10 years of experience working with hockey players and agents as a tax and analytic consultant. While James brings industry leading expertise in hockey contract projections and team salary cap management. Together they will provide unique insight to listeners hoping to learn more about how contracts are negoti ...
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Nhan Nguyen worked his last day ever for his employer on December 10th, 2003. He was aged 23 years, 5 months and 27 days. In the prior 6 months he'd purchased ~$2,000,000 worth Of Property using None Of His Own Money. Since then he has done multiple projects successfully, making millions in profits in the process. It hasn't been smooth sailing though, but a journey of learning lessons, challenges, points of self doubt, breakdowns and breakthroughs. In This podcast Nhan shares his insights in ...
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Each episode features a guest in the home services industry, sharing their personal journey and the challenges they've overcome to get to where they are. This is a very conversational podcast and we do not stick to a pre-written script. We keep it real!
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Influencer Entrepreneurs: Marketing Tips to Make You More Visible
Jenny Melrose: Business Strategist
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Surviving in the entrepreneur world is not an easy task. Jenny teaches you how to build a stronger business with blogging and social media tips that are up to date and proven. No more trading time for money! She teaches content and email marketing strategies that helped her build her audience and sell her lifestyle blog for over six figures in 2019. As a former inner city school district teacher she understands the importance of breaking strategies into bite size pieces of information all wi ...
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Make more. Invest more. Keep more. The Woman’s Way. Welcome to Women Growing Wealth, the podcast for high-achieving women who are ready to turn their income into lasting wealth with clarity, confidence, and a strategy that actually fits their life. Hosted by Tamar Hermes—best-selling author, 8-figure investor, and founder of Women Growing Wealth—this show delivers practical, powerful guidance on building wealth through real estate, tax strategies, and smart investment opportunities. If you’v ...
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Uncontested Investing is your no-frills real estate podcast, hosted by Nate Zielinski and Suzanne Andresen. Designed for small to medium investors looking to scale their business, this podcast delivers practical advice that makes a difference. Each episode dives into the strategies, successes, and challenges of real estate investing, with Nate, Suzanne, and occasional expert guests sharing their insights. Whether you're a seasoned investor or just starting to grow your portfolio, tune in eve ...
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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The Property Line is a brief and lively discussion of the biggest issues facing the commercial real estate industry. The podcast will deliver insights from Seyfarth’s real estate lawyers and other industry leaders on current market trends and how they impact all facets of commercial real estate.
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Welcome to Signed & Sealed, the go-to podcast from Foot Anstey for everything succession and tax. Join our expert team and guest speakers as we dive into the big questions and the finer details around planning for the future. From smart succession strategies and wealth preservation to wills, power of attorney, probate and beyond, this series offers practical insights, expert tips and real-world advice to help you stay one step ahead.
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The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Real Estate Guys
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Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset protection planning, market and property ...
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Podcasts on relevant real estate topics for family offices from family office experts and real estate industry leaders
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Join the Psychonomic Society for interviews with scientists from around the world! We'll discuss questions, theories, and research related to cognition and experimental psychology. The show is hosted by Laura Mickes, the Psychonomic Society's Digital Content Editor. The Psychonomic Society (Society) is providing information through this podcast as a benefit and service in furtherance of the Society’s nonprofit and tax-exempt status. The Society does not exert editorial control over such mate ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Bernitsas Law is a market leader in the provision of commercial law services in Greece and one of the largest firms in the country. Our experts cover critical issues and emerging trends impacting businesses today. This Podcast is intended to provide general information and is not meant to constitute a comprehensive analysis of the matters set out herein or to be relied upon as legal advice. It is not meant to create a lawyer‐client relationship. Legal and other professional advice should be ...
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As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and ad ...
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Doctors Building Wealth is for physicians drowning in student debt and working endless hours, wondering if your medical career will ever bring true freedom. Despite your six-figure income, the path from successful doctor to financially independent professional feels impossibly complex. We get it—balancing patient care and financial planning is overwhelming when no one taught you how to invest during medical school. Lucky for you, you don't have to figure it out alone. Meet Drs. Letizia Alto ...
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BDO in the Boardroom is a podcast series for the board of directors and those charged with governance. Each episode features a topical discussion with board peers and subject matter experts on both trending and timeless boardroom issues – mitigating risk in an increasingly digital world, navigating your board career, financial and ESG reporting, shareholder activism and more.
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A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn't a show about deal hype or trend-chasing. It's about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside pro ...
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How to Structure Multiple LLCs for Spec Home Building and Lower Taxes
51:32
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In this Tax Tuesday episode, Anderson Advisors’ Barley Bowler, CPA, and Eliot Thomas, Esq., tackle a wide range of listener questions covering everything from business structures to retirement planning. They discuss the pitfalls of investing in movie production under Section 1801, explain why commuting expenses aren't tax-deductible even for long-d…
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Structuring Property Ownership to Minimize International Reporting
7:29
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As global transparency frameworks expand to include real estate, many high-net-worth families and advisors are reassessing how property ownership structures intersect with international reporting obligations. In this episode, we explore how common legal structures—such as SPVs, holding companies, and trusts—affect visibility under emerging informat…
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How to Structure Retirement Income for Lower Taxes and More Flexibility
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Most retirees are shocked by how much of their hard-earned savings goes straight to taxes—are you prepared? Discover the strategies that can help you keep more of your money in retirement and avoid the most common tax pitfalls. In this episode, April Schoen reveals how smart tax planning can dramatically impact your future income and financial free…
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Ep. 137 - Investing Where Others Won’t:A Global Family Office Real Estate Strategy
40:44
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Guest: Bruce Talley - Worldwide Sales, Business Development Professional In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Bruce Talley to explore a rarely discussed corner of global real estate investing: residential opportunities in Ukraine during and after conflict. Bruce shares his unconventio…
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Deborah Farone: Developing Clients, Confidence, and Career Control
32:05
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In this episode, Steve Fretzin and Deborah Farone discuss: Using business development as a path to influence and autonomy Starting relationship-building early in your career Aligning marketing with authenticity and personality Deepening trust by focusing on long-term relationships Key Takeaways: Business development gives women greater control over…
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When inheriting property in Portugal, taxes are often a major concern—especially for international families. In this episode, we clarify how Stamp Duty (Imposto do Selo) applies to inherited property, who is exempt, and why compliance matters even when no tax is payable. 🔎 In This Episode, You’ll Learn: 1️⃣ The 10% Stamp Duty Rule Portugal does not…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
17:33
17:33
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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Getting Better Refurb Results: Contractor Will Whittaker Explains How
42:46
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In today’s episode, I’m joined by Will Whittaker - a construction expert and experienced builder - to pull back the curtain on what HMO projects really look like on the other side of the deal. What does a refurbishment or conversion look like from a builder’s perspective, and where do investors most often get caught out? As you can imagine, I’ve go…
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New survey data indicates a likely surge in Opportunity Zone investing in 2027. What else is coming down the pike? Plus, the long-awaited 2025 OZ Holiday Gift Guide! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a thorough review of the Annual Opport…
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Eric Leeper: Why Compensation Structure Is Vital to M&A Success
21:02
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Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Views from a Board Member and Active Investor
20:46
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Key Takeaways: Most significant shifts in public company governance include expectations regarding: Board composition – i.e., skill levels and the balance of generalists and specialists; technology and the need for directors to stay ahead of emerging risks; and timely communication to and engagement with shareholders. Assessing director education a…
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Structuring Your Portfolio: LLCs, Partnerships, and Trusts
20:26
20:26
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In this episode of Uncontested Investing, we keep our tax and legal strategy series rolling with a topic every real estate investor needs to get right: how to structure your portfolio with LLCs, partnerships, and trusts. We break down how the right entity structure protects your personal assets, improves tax efficiency, and sets up clean estate and…
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Episode 25: How Successful Investors Think Different About Profit and Structure with Brandon Rickman
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Most people wait until they “know enough” before they start. But that hesitation is exactly what keeps them stuck. In this episode of Strength in Numbers, Marcus Crigler sits down with real estate investor and builder Brandon Rickman to unpack what drives long-term success in real estate. From flipping Brandon’s first house nights and weekends to s…
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Why Are There So Many Vacant Properties in Portugal?
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Portugal is often described as facing a housing shortage—yet walk through many towns and cities and you’ll see countless empty homes. So what explains this apparent contradiction? In this episode, we unpack the structural, legal, and economic reasons behind Portugal’s high number of vacant properties. 🔎 In This Episode, You’ll Learn: 1️⃣ Inheritanc…
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Charlie Gaudet: Escape the Founder Trap and Scale Your Firm
35:27
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In this episode, Steve Fretzin and Charlie Gaudet discuss: Moving beyond hard work toward sustainable growth Escaping the founder-centered business model Outperforming talent using systems Protecting time as the highest-leverage asset Key Takeaways: Hard work eventually becomes a liability when it replaces strategy, systems, and recovery. Sustainab…
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#167 - Is Canada Ready to Regulate Stablecoins?
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In this episode, Jacob Robinson speaks with Odun Olowookere about Canada’s proposed Stablecoin Act, the constitutional and regulatory challenges it raises, and why critics argue it may reduce clarity rather than enhance it. Odun Olowookere is a legal scholar at York University and the co-author of a submission to Canada’s House of Commons critiquin…
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1
Proven SEO Tips to Improve Your Google Rankings in 2026
28:55
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Google’s results are a scoreboard, and in 2026 the only way to win is to deliver what the current winners don’t. We sat down with Ty from Everything Digital Marketing to unpack the strategies that reliably drive rankings and revenue right now—no fluff, no recycled tips. From intent-first research to experience-rich content, we break down how to cho…
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Transforming Financial Planning Practices with Sten Morgan [Episode 340]
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In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value …
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Are Foreign Wills Valid for Assets in Portugal?
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When international families own property or other assets in Portugal, one critical question often arises: Will a foreign will be recognised under Portuguese law? In this episode, we clarify how Portugal treats foreign wills—and why careful estate planning is essential to avoid unintended outcomes. 🔎 In This Episode, You’ll Learn: 1️⃣ What Types of …
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Why 2026 Is Set Up to Be a Great Time to Invest in Real Estate
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What if the best window to build real wealth isn’t when everyone feels confident—but when most doctors are sitting on the sidelines, waiting for clarity that never comes? Many doctors get stuck trading time for money, parking their savings in familiar places, and telling themselves they’ll invest “when things feel safer.” Meanwhile, rising costs, m…
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Taxes and Fees When Buying Real Estate in Portugal
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Buying property in Portugal involves more than just the purchase price. In this episode, we walk through the key taxes and fees every buyer—local or foreign—should budget for when acquiring real estate in Portugal. Understanding these costs upfront helps avoid surprises and ensures smoother transactions. 🔎 In This Episode, You’ll Learn: 1️⃣ IMT – P…
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Inheritance taxation is one of the most common—and misunderstood—questions when dealing with estates in Portugal. In this episode, we clarify how Portugal actually taxes inheritances and what families should expect when assets pass to the next generation. The answer may surprise many international families. 🔎 In This Episode, You’ll Learn: 1️⃣ Why …
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Ep 148 Investor Predictions: 2026 Note Investing & Seller Financing | Dave Pollio
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In 2025 the landscape shifted dramatically for both Note Investors and Seller finance. Industry veteran Dave Pollio (SN Servicing Corporation) joins Dave Putz and Nate Turner to break down exactly what happened—and what's coming next. To obtain this week's Real Estate Notes Show guest David Pollio's information, use the following link: https://bit.…
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Sweden, Finland, and the rest of Europe Olympic Rosters
1:08:46
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In the latest episode, James and Kyle finish their Olympic roster discussion with Sweden, Finland, and a quick rundown of the other European teams. Who's in? Who's out? What players are very much on the bubble? Who are some former NHL players that you might not expect to still be playing that you'll see when the tournament starts?…
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Corporate Structure Strategy Every Business Owner Needs
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In this coaching conversation, Loral guides an HVAC and STR business owner through the corporate structure strategy required for real tax savings and scalable growth. She explains why Washington businesses must look to states like Wyoming or Nevada for better corporate structure strategy, how intercompany contracts protect deductions, and how conso…
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Encore Episode: Tips from the Trenches - Taxes
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In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a…
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How Long Does Probate Really Take in Portugal?
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When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration. Understanding this process early can save time, reduce friction among heirs, and prevent co…
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Episode 24: Why Paying Zero Taxes is the Dumbest Thing You Can Do with Kaden Hackney
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You save the money, you find the money, and then you invest it because we all owe it. But it's the opportunity to invest those savings that will ultimately generate long-term wealth through a tax strategy. In this episode of Strength in Numbers, Marcus Crigler sits down with BEC CFO tax partner Kaden Hackney to explain why the mindset of paying zer…
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Doug Messina: Be Yourself and Connect With Clients | Next Gen
23:53
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The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Affordability Is Now Structural, Not Cyclical
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Mark Zandi is one of the few economists who can do two things at once: explain what is happening in the data, and explain why households experience it so differently. He is the chief economist at Moody's Analytics, and in our conversation, the last of my podcast series this year and the second of two Holiday Specials, he connected inflation, afford…
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Colleen Joyce: Leading, Selling, And Scaling In A Changing Legal Market
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In this episode, Steve Fretzin and Colleen Joyce discuss: Failing fast while managing risk Building a competitive legal practice intentionally Treating sales as listening and diagnosis Leading and adapting for the future of law Key Takeaways: Test ideas quickly and learn from small, recoverable failures. Avoid high-stakes decisions that can jeopard…
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4 Big Changes for Real Estate Investors Under Trump’s Big Beautiful Bill (2 Are BAD!)
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In this episode, Toby Mathis, Esq., interviews Chris Streit, a tax incentive and cost segregation expert, about four major changes for real estate investors under Trump's One Big Beautiful Bill. Chris explains how energy tax credits like 45L (residential) and 179D (commercial) are sunsetting on June 30, 2026, offering up to $5,000 per door for qual…
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Who Is Really Controlling Your Money? (Not Who You Think)
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Shray sits down with Deepak Shenoy from Capitalmind to expose how proxy advisors, index manufacturers, credit rating agencies, and one costly habit are secretly making decisions about your investments. What we uncover: Proxy Advisors: How Glass Lewis and ISS voted against Elon Musk's $1 trillion Tesla package—and why their word has become gospel fo…
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What Is the Habilitação de Herdeiros in Portugal and When Is It Needed?
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When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration. Understanding this process early can save time, reduce friction among heirs, and prevent co…
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#166 - Can DeFi scale without sacrificing neutrality or permissionlessness?
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DeFi has always promised trust without intermediaries, but as the ecosystem matures, that promise is being stress-tested by hacks, institutional risk limits, and regulatory pressure. To unpack whether DeFi can scale without sacrificing neutrality or permissionlessness, Katherine Kirkpatrick Bos, General Counsel of StarkWare, and Jessi Brooks, Gener…
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Are You Prepared for the Evolution of Retirement? - Replay
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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What Is the First Step When Someone Dies Owning Property in Portugal?
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Navigating inheritance procedures in a foreign country can feel overwhelming, especially when real estate is involved. In this episode, we unpack the very first step families must take when someone passes away owning property in Portugal. The Portuguese succession process has specific legal requirements, and understanding them early can prevent del…
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If You’ve Got Less Than £50k… Here’s Exactly What To Do First
22:54
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In today’s episode, I’m challenging the way most people think about a £50,000 pot of capital and why, for so many aspiring property investors, that thinking is the very thing keeping them stuck. £50k feels like a lot of money and it is, but in the context of property, it’s also not enough to do the job most people are asking it to do. Rather than t…
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AI in Action: Transforming Real Estate Workflows
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As AI continues to reshape day-to-day tasks across industries, commercial real estate teams and their attorneys are weighing both unprecedented opportunities and emerging risks. From tools that can streamline lease review and portfolio analysis to considerations around accuracy, confidentiality, and implementation, many are evaluating how best to i…
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Mary Ann Bartels: Tech and International Stocks to Rise in 2026
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Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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IRS Penalties Are Changing — What 1099 CRNAs Need to Know Now | Ep. 11
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The U.S. House of Representatives just passed two important tax-related bills that could significantly impact 1099 CRNAs and self-employed anesthesia providers. In this episode of Money Moves for CRNAs, we break down: The FAIR Act, which changes how IRS penalties must be approved New protections that prevent improper penalty pressure during audits …
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A Better Way to Exit Your Business: ESOPs, Tax Strategy & Legacy Planning | Luke Britt
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Planning the future of your business isn’t just about selling at the right time — it’s about protecting your life’s work, aligning your advisors, reducing risk, and setting your family up for multi-generational success. In this episode, Matt sits down with Luke Britt, CLU®, RICP®, Practice Director of Advanced Planning at Level Four Financial, wher…
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Ken Rogoff does not trade in headlines or market timing. He trades in history. As Professor of Economics at Harvard and co-author of This Time Is Different, Rogoff has spent decades studying what happens when societies convince themselves old rules no longer apply. His latest book, Our Dollar, Your Problem, extends that lens to today's economy – an…
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Cost Segregation Studies for Depreciation Benefits
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In this episode of Uncontested Investing, we are wrapping up our tax and legal strategy series with a deep dive into cost segregation studies and how they can supercharge your depreciation, tax savings, and cash flow. Most investors focus on appreciation – but if you're not using depreciation the right way, especially on larger commercial and multi…
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Episode 23: His Bookkeeper Cost Him $300K in Taxes on Money He Never Made
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It is the boring part of the business that has to be done, and has to be done successfully, as it could destroy every other part of the business: bookkeeping. In this episode of Strength in Numbers, Marcus Crigler explains why ignoring the “boring” side of your business can quietly destroy everything you’re building. He also walks us through a real…
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What do the most disciplined investors in real estate have in common right now? They're not chasing themes. They're not waiting for perfect headlines. They're buying when pricing resets and protecting capital at all costs. That's why my conversation with Onic Palandjian, partner at Group RMK, is worth your time. Onic helps steward a family office p…
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166. Moving Into an Investment Property vs Moving Out of a Main Residence
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s topic is moving into an investment property compared to moving out of a main residence. — If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. Support the sh…
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In this week's episode, I spoke with Lisa Knee, Managing Partner of Real Estate Services at EisnerAmper, one of the largest tax and advisory firms serving institutional owners, funds, developers, and family offices across the country. Lisa works with clients who "touch dirt, own dirt, work with dirt" and her view is clear: the tax landscape has sto…
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