Best mike estime Podcasts (2025)

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#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices 1:18:04

2d ago1:18:04

1:18:04

In this special guest host episode, Mike Powers and Kirsten Ashbaugh from Manuka Financial talk cybersecurity best practices. Links in this episode: Manuka Financial's website - https://www.manukafinancial.com/ Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retir…

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Want Tax-Free Income in Retirement? Start with a Roth Conversion 19:13

3d ago19:13

19:13

Send us a text You’ve heard of Roth IRAs, but no one talks about when and how to convert. If you want tax-free income in retirement, a Roth conversion might be the smartest move you make this year. In this episode, Mike breaks down when to do it, how it works, and how to save thousands in the process. He also walks through the key differences betwe…

1
Lowest Bidders 29:55

4d ago29:55

29:55

Are you the low bid? Are you being beat by the low bidder but offering a more complete job, is it apple to apples? This week the guys chat about a recent encounter Eric had on the job with another local plumber. Send us a text Send us your feedback or topic ideas over on our social channels! Eric Aune @mechanicalhub Andy Mickelson @mick_plumb Newsl…

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#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE! 53:35

9d ago53:35

53:35

Listener Q&A where Andy talks about: Why more fund managers don't offer mutual fund-to-ETF conversions ( 5:02 ) How my firm helps clients prepare for severe market declines, and how we communicate bad markets to them ( 8:48 ) Who's the voice of the intro and outro to this podcast ( 16:06 ) For spouses claiming Social Security, what's a good claimin…

1
Business Entity Compliance 101: What You MUST Know 38:25

10d ago38:25

38:25

Send us a text Are you 100% sure your business entity is compliant? In this episode, Mike is joined by Nellie Akalp, CEO of CorpNet, to break down what compliance really means for LLCs and corporations. They cover everything from annual reports, meeting minutes, and registered agents to BOI reporting and choosing the right state to form your entity…

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#147: The Power of Quiet Influence with Casey Sinnema 37:23

10d ago37:23

37:23

How do you lead change when you’re not the boss? Casey Sinnema shares what it takes to build trust, influence outcomes, and make Monday feel a little less dreadful. Overview What happens when you give a self-proclaimed utility player the freedom to poke holes in broken systems and lead cross-functional change without official authority? In this epi…

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Buy Now, Pay Later? 17:31

11d ago17:31

17:31

Our customer's finances are feeling the pinch more than ever as prices are the highest on record. Inflation, tariffs, shipping backlogs are just some of the bigger problems on the product side but a big part of the general population is finding it difficult manage unexpected bills. Eric is now offering financing and Andy is looking into it for his …

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#151 – Retirement planning chat with a "real" person, Rob Berger 1:02:16

16d ago1:02:16

1:02:16

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Rob Berger, the creator of the Rob Berger YouTube channel, the founder of the former DoughRoller website, published author and more!. They talk about a wide array of retirement planning topics such as when he started getting serious abou…

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Too Much Profit? Double Your Income Without Doubling Your Taxes 19:31

17d ago19:31

19:31

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Too many business owners think they should avoid making more money just to lower their tax bill. In this episode, Mike shares why that mindset is costing you far more than taxes ever will. He breaks down why taxes are just a percentage, how fear leads to …

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#146: Agile Leadership That Actually Works with Brendan Wovchko 50:29

17d ago50:29

50:29

What does it look like to lead a 300-person software org inside a 1,000-person company—and still stay focused on people first? Brendan Wovchko shares what he's learned about leadership, agility, and building a culture that actually works. Overview Brendan Wovchko, CTO at Ramsey Solutions, joins Scott Dunn to talk about what it really takes to lead …

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Accurate Estimates for Plumbing and HVAC 19:49

18d ago19:49

19:49

This isn't a how-to guide, let's get that out of the way immediately. The guys chat about the accuracy of estimates, whether the price of a job changes when things are missed AND how some companies operate on the "low upfront bid" and tack on the add-ons as the job progresses. Have experience or thoughts to share? Please do! Send us a text Send us …

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#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE! 1:03:12

23d ago1:03:12

1:03:12

Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ( 6:50 ) Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 ) Should someone sta…

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How to Turn Your HSA Into a Tax-Free Retirement Fund 14:37

24d ago14:37

14:37

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Most people think an HSA is just for doctor visits—but it’s actually one of the most powerful retirement tools available. In this episode, Mike breaks down how to use your Health Savings Account to save on taxes, grow your money, and even invest for the f…

1
#145: How to Lead Without Burning Out (or Burning Bridges) with Ginger Boyll 41:30

24d ago41:30

41:30

How do you grow a remote-first team from 30 to over 100 while still being voted a "great place to work"? Ginger Boyll says it’s part Agile mindset, part trust, and part Dungeons & Dragons—and we’re not arguing. Overview In this episode of the Agile Mentors Podcast, guest host Scott Dunn sits down with Ginger Boyll, Director of Client Experience at …

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Should We Buy USA Made? 31:53

25d ago31:53

31:53

As supply chains and tariffs are making running our service and construction businesses increasingly more difficult, is there benefit to buying only US? Do our customers care? Are they willing to pay more for products made in the US? Send us a text Send us your feedback or topic ideas over on our social channels! Eric Aune @mechanicalhub Andy Micke…

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Big Announcement: The Future of Tax Planning is Coming 3:06

1M ago3:06

3:06

Send us a text 🚀 Visit https://taxelm.com/webinars/ to save your seat! On May 14 at 2 PM EST, join Mike for a live webinar to unveil a brand-new feature inside TaxElm that will transform the way small business owners approach tax planning. It’s simple, powerful, and built specifically for real business owners who want less stress and more clarity w…

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#149 - Tips and best practices to protect your ID and financial information 57:23

1M ago57:23

57:23

Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically: Check your credit report regularly Freeze your credit Get a tax return filing PIN from the IRS Use strong and unique passwords for all websites and online accounts Use a password manager Use two-factor (if not multi-factor) authentication…

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Case Studies in Advanced Retirement Planning (Strategies That Go Beyond the 401(k)) 38:32

1M ago38:32

38:32

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ What if everything you thought you knew about retirement planning was just scratching the surface? In this episode, Mike sits down with retirement expert Matt Ruttenberg to break down advanced retirement strategies that go way beyond the traditional 401(k…

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#144: How Modern Agile Teams Predict the Unpredictable with Lance Dacy 1:00:08

1M ago1:00:08

1:00:08

Real Agile forecasting runs on math, not magic. Brian and Lance dive into Monte Carlo methods, DORA metrics, and how AI is shifting the future of project management. All with a human-first approach that builds better teams, not bigger spreadsheets. Overview In this episode of the Agile Mentors Podcast, Brian Milner and Lance Dacy unpack why Agile t…

1
Forging Partnerships 17:17

1M ago17:17

17:17

Eric's been working on a plan to partner with local builders for water conditioning in new construction homes and Andy talks about something similar they've been doing with a local general contractor in an affluent Missoula neighborhood. Send us a text Send us your feedback or topic ideas over on our social channels! Eric Aune @mechanicalhub Andy M…

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#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE! 1:03:04

1M ago1:03:04

1:03:04

Listener Q&A where Andy talks about: Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 ) His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 ) Whether or not it's practical to implement a bucketing strateg…

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Why Every Business Owner Needs a Board of Advisors (Even Solo Entrepreneurs) 16:15

1M ago16:15

16:15

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Having a board of advisors isn't just for big companies. Even small business owners and solo entrepreneurs can use it to grow smarter and save money on taxes. In this episode, Mike shares how a board helps you deduct meals, travel, and even your home—plus…

1
#143: What Still Makes Teams Work (and Win) with Jim York 32:32

1M ago32:32

32:32

What does soccer, soda, and software have in common? According to Jim York—everything. In this episode, he and Brian Milner break down what great teamwork really means, why shared goals matter more than job titles, and how understanding your team’s unique contribution can unlock better flow and results. Overview In this episode of the Agile Mentors…

1
No Custy? No Work! 24:02

1M ago24:02

24:02

Some recent changes to standard operating procedures were in order for Andy's plumbing & heating shop, Eric's making the change too. Do you work in client's home's when no one is there? Should you? Give this one a listen and let us know what you think by sending us a message using the link below! Send us a text Send us your feedback or topic ideas …

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#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces 1:27:54

1M ago1:27:54

1:27:54

In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typically over the age of 50), to learn what they wish they would have known or done differently as they were going through the divorce process. Tenon Financial monthly e-newsletter - Retirement Planning I…

1
Q&A: Are Beers with Clients Write-Offs? Augusta Rule, Home Office, and Missed Deductions 21:29

2M ago21:29

21:29

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Have you ever wondered if you can write off beers with a client? Or claim mileage between your home and office? In this special Q&A episode, Mike answers real questions from small business owners across the country — tackling topics like the Augusta Rule,…

1
#142: Communication Patterns Keeping Your Team Stuck with Marsha Acker 36:33

2M ago36:33

36:33

If your team keeps revisiting the same issues over and over again, Groundhog Day-style, this episode is for you. Leadership coach Marsha Acker shares why it happens, how to recognize hidden conversational patterns, and what to do when you feel stuck. Overview In this episode, Brian Milner sits down with executive team coach and author Marsha Acker …

1
#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial 57:50

2M ago57:50

57:50

Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement …

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Filing Your Taxes LATE? IRS Penalties, Payment Plans & Relief 35:58

2M ago35:58

35:58

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ If you’ve ever skipped filing a tax return or felt overwhelmed by back taxes, this episode is for you. Mike and Robert Nordlander, former IRS Special Agent, break down the real risks of not filing, the difference between filing and paying, and how to get …

1
#141: Cooking Up a Killer Retrospective with Brian Milner 30:20

2M ago30:20

30:20

Tired of “What went well?” and “What didn’t”? Brian Milner is here to help you cook up retrospectives that actually get your team thinking, collaborating, and improving. From creative themes to actionable frameworks, this is your behind-the-scenes guide to better retros. Overview Do your retrospectives feel more “check-the-box” than game-changing? …

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#145 - Understanding mutual fund capital gain distributions 43:48

2M ago43:48

43:48

Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts. Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights To send Andy questions to be addressed on future Q&A episodes, email [email protected] Facebook group - Retirement Planning Educatio…

1
How to Estimate Taxes in 2025 for Small Business Owners 18:23

2M ago18:23

18:23

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ If you’re self-employed or earn income without tax withholding, the IRS expects you to make estimated payments throughout the year, not just at tax time. Missing a deadline could cause you costly penalties and interest. In this episode, we cover everythin…

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#140: The Power of Emotional Delight in Product Design with Dr. Nesrine Changuel 36:15

2M ago36:15

36:15

What do Spotify, Google Meet, and your expense report tool have in common? They could all delight your users—if you design for more than just function. In this episode, Dr. Nesrine Changuel breaks down the emotional motivators that transform average products into unforgettable ones. Overview What separates a good product from a great one? According…

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#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE! 41:18

2M ago41:18

41:18

Listener Q&A where Andy talks about: Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 ) Understanding why some dividends are "qualified" and some are not, why they're taxed differently, and why dividends from bond funds aren't qualified ( 14:15 ) Whether…

1
Rent Your Building to Your Business? Avoid the IRS Self-Rental Trap 21:18

2M ago21:18

21:18

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ If you own your business and the building it operates from, self-renting can be a powerful tax-saving strategy, but only if structured properly. Done wrong, it triggers the self-rental tax trap, where your rental income is taxed as non-passive, but your l…

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#139: The Retrospective Reset with Cort Sharp 39:33

2M ago39:33

39:33

Retrospectives shouldn’t suck the energy out of your team—or get skipped entirely. In this episode, Brian and Cort share how to fix the most common retro fails and announce two brand-new tools to help you run retros that actually work. Overview In this episode of the Agile Mentors Podcast, Brian Milner and Cort Sharp break down why retrospectives a…

1
#143 – Retirement planning chat with a "real" person, Jim Jones 59:34

2M ago59:34

59:34

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more! Links i…

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Will the IRS Send You to Jail? Civil vs. Criminal Tax Issues 35:14

2M ago35:14

35:14

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Are you worried that claiming a tax deduction might land you in an orange jumpsuit? Fear of the IRS stops too many business owners from taking legitimate tax-saving opportunities. In this episode, we’re breaking down the difference between civil and crimi…

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