Najlepsze podcasty z kategorii: Tax Planning (2025)

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312 \\ Don’t Fall for It: The Viral Tax ‘Strategies’ That Could Land You in Trouble 11:08

20h ago11:08

11:08

Think that viral tax hack on TikTok sounds too good to be true? It is. In this episode, Tiffany exposes the most dangerous tax scams spreading online—and how they’re tricking smart female entrepreneurs into risking everything. Learn the real difference between tax strategy and fraud, how to spot fake “experts,” and what red flags to watch for befor…

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How To Decide When To Turn On Social Security 11:07

20h ago11:07

11:07

Deciding when to claim Social Security is one of the most important retirement choices you’ll make, but most people approach it the wrong way. They pick an age early, cling to it for years, and assume the “best” decision never changes. In reality, the right claiming strategy shifts as your life shifts: your spouse’s benefit, your health, your spend…

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311 \\ The Secret Tax Code Only the Rich Understand 23:14

4d ago23:14

23:14

Most business owners think taxes are meant to take their money—but that’s a lie. In this episode, Tiffany breaks down how the tax system is actually designed to reward business owners and investors. You’ll learn how to use smart tax strategies and planning tips to keep more of what you earn. Discover why most CPAs keep things confusing, how the wea…

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310 \\ 90% of LLC Owners Are Paying Themselves Wrong — Are You One of Them? 20:56

6d ago20:56

20:56

Most LLC owners are paying themselves the wrong way—and it’s costing them thousands every year. In this episode, we break down exactly how to pay yourself the right way, avoid IRS trouble, and legally lower your taxes. You’ll learn the difference between owner draws, guaranteed payments, and how an S-Corp election can unlock major tax savings. We a…

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309 \\ Zero Taxes, Zero Guilt: Smart Tax Moves Every Owner Should Know 16:43

8d ago16:43

16:43

Most business owners think taxes are just the price of success—but they’re wrong. In this episode, you’ll learn how real entrepreneurs legally wipe out massive tax bills using smart strategies your CPA won’t talk about. Discover how to structure your business, plan ahead, and use the tax code to build wealth instead of losing it. This episode break…

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How Much Fixed Income Do You Really Need in Retirement? 16:22

8d ago16:22

16:22

Stop letting your birthday decide your bond mix. That “age in bonds” rule feels safe, but it can quietly rob you of growth, freedom, and spending power. In this episode, Ari challenges the traditional 60/40 rule and shows how to build a smarter allocation based on your actual life, not your birth year. Using a real client story—a couple with $2 mil…

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308 \\ How to Pay Estimated Taxes Without Overpaying or Getting Penalized 18:35

11d ago18:35

18:35

Most business owners are overpaying their estimated taxes by $15,000–$20,000 a year — and their CPAs are telling them it’s “the safe thing to do.” In this episode, Tiffany Phillips exposes how fear-based accounting advice quietly drains your cash flow and gives the IRS an interest-free loan. You’ll learn the truth about estimated taxes, how safe ha…

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307 \\ Stop Losing Money: The 3 Financial Traps Smart Entrepreneurs Fall Into 20:30

13d ago20:30

20:30

Most business owners think they’re on top of their finances — until they realize they’re losing tens of thousands a year through simple but costly mistakes. In this episode, Tiffany Phillips breaks down the three biggest money mistakes draining business profits: failing to set aside tax money, budgeting based on your best month, and mixing personal…

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306 \\ Time’s Running Out: Use This End-of-Year Tax Strategy Before It’s Gone 18:58

15d ago18:58

18:58

Most high-earning business owners are missing a legal, IRS-approved strategy that could save them tens of thousands in taxes — the backdoor Roth IRA. In this episode, Tiffany Phillips explains how this overlooked wealth-building tool works, who qualifies, and what you need to do before December 31 to take advantage of it. You’ll learn why even succ…

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Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement Planning 17:04

15d ago17:04

17:04

Everyone wants better returns. Almost no one talks about where those returns should live. You can own all the right investments and still lose thousands a year if they sit in the wrong place. Asset location is one of those quiet advantages that doesn’t make headlines but changes everything behind the scenes. It’s how you line up your accounts so th…

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305 \\ The Truth About S-Corps, LLCs, and the Tax Code 21:03

18d ago21:03

21:03

Most business owners set up an LLC and think they’re done—but the wrong tax structure could be draining $15,000 to $30,000 a year from your profits. In this episode, Tiffany Phillips explains how sole proprietorships, S-Corps, and C-Corps really work, and how each impacts your taxes. You’ll learn how to legally pay less, avoid self-employment tax t…

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When Saving Becomes a Habit You Can’t Turn Off | Root Talks 15:48

19d ago15:48

15:48

Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms. This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “number”—but feel stuck when it’s time to actually spend. James and Ari share real client stories of multimillionaires w…

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304 \\ Stop Filing. Start Planning: Why Most Business Owners Overpay in Taxes 20:20

20d ago20:20

20:20

Most business owners think their CPA is helping them save money, but what if they’re only handling compliance — not strategy? In this episode, Tiffany breaks down the real difference between tax preparation and proactive tax planning, and why that gap could be costing you tens of thousands every year. You’ll learn how to tell whether your accountan…

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303 \\ Why Most Business Owners Hand the IRS a Blank Check (and How to Stop) 12:49

22d ago12:49

12:49

It’s the end of the year, and while most business owners are planning holidays, smart entrepreneurs are planning tax savings. In this episode, we talk about how to avoid the costly mistakes that leave most owners overpaying the IRS by tens of thousands. You’ll learn the difference between a CPA who files taxes and one who strategically saves you mo…

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You Want To Retire By 55. Here's 5 Things You Need To Know. 11:48

22d ago11:48

11:48

Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live. In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating …

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302 \\ How Powerful Language Builds Wealth for Female Entrepreneurs 20:11

25d ago20:11

20:11

If you’ve ever said, “Sorry to bother you” or “I think maybe…,” this episode is your wake-up call. We’re breaking down how language shapes your confidence, your authority, and even your bottom line. You’ll learn practical, real-world communication strategies used by the top 1% of entrepreneurs — the ones who speak with power, make decisive money de…

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301 \\ 9 Out of 10 Businesses Fail for This Reason (And It’s Not What You Think) 19:35

27d ago19:35

19:35

Most small businesses don’t fail because of bad products or poor marketing—they fail because owners don’t understand their numbers. In this episode, Tiffany breaks down the real reason nine out of ten businesses crash and what you can do to avoid becoming one of them. You’ll learn how to read your income statement, balance sheet, and cash flow stat…

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300 \\ The IRS Just Changed Everything: What Business Owners Must Do Before 2026 15:35

29d ago15:35

15:35

Big changes are coming—and the clock is ticking. In this episode, we break down the One Big Beautiful Bill and how it will reshape taxes for every business owner starting in 2026. You’ll learn what’s changing with tax brackets, deductions, HSAs, and the SALT cap, plus how to use these updates to your advantage before it’s too late. Host Tiffany Phi…

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The Shocking Reason Most People Work Past 60 14:40

29d ago14:40

14:40

Retirement doesn’t come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks. First, get clear on monthly spending (baseline needs + lifestyle wants). Then reverse-engineer your target by layering in taxes,…

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299 \\ The 15 Legal Deductions Your CPA Never Told You About 15:28

1M ago15:28

15:28

Think you’re writing off everything you can? Think again. In this episode, we’re exposing the bad tax tips spreading across social media and showing you the real deductions that actually work. You’ll learn the 15 biggest write-offs most business owners miss — from the QBI deduction to depreciation, home office expenses, and vehicle write-offs. Thes…

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James Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks 14:52

1M ago14:52

14:52

What if the “smart” money choice isn’t the choice that builds your best life? This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a Padres game—and turns into a bigger lesson: money is a tool to create meaning, not a score to keep. It’s a look at the Five Types of Wealth (financial, time, social, mental, a…

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298 \\ Stop Overpaying the IRS: 7 Investments That Slash Your Taxes 14:33

1M ago14:33

14:33

What if you could cut your tax bill by $30,000 this year—without making a penny less? In this episode, we break down seven powerful, IRS-approved investments that do double duty: building wealth while legally reducing your taxes. Learn how retirement accounts, real estate, and smart business strategies can turn your biggest expense into your bigges…

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297 \\ LLC vs. S Corp: The Shocking Math That Could Save (or Cost) You $10,000+ 13:23

1M ago13:23

13:23

Most business owners are wasting thousands of dollars every year because they’re set up under the wrong business structure. In this episode, we cut through the noise and show you the real truth about LLCs and S Corps. You’ll learn when an S Corp actually saves you money—and when it backfires. We’ll break down the math, explain how self-employment t…

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Why Only 3% of US Retirees Have Over $1M 10:33

1M ago10:33

10:33

Most headlines shout that you need millions to retire comfortably. The truth? It depends on you. Ari breaks down what “enough” really means, and how to design a plan that fits your lifestyle, health, and peace of mind, not someone else’s spreadsheet. In this episode, you’ll hear real-life stories that prove one size doesn’t fit all. A saver with $3…

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296 \\ How to Drive a Luxury SUV for Pennies using Tax Strategies 21:30

1M ago21:30

21:30

Most CPAs play it safe. That’s costing you money. In this episode, you’ll learn the truth about vehicle write-offs and how smart business owners use them to save tens of thousands in taxes every year. We break down the two IRS-approved methods, show you why one works better, and reveal the “heavy vehicle strategy” that could change the way you buy …

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295 \\ Dave Ramsey vs Grant Cardone: Who’s Lying About Business Debt? 16:05

1M ago16:05

16:05

Are you playing it too safe with your money? Some experts say debt is dangerous, others call it the secret to wealth. In this episode, we cut through the noise and reveal the real difference between debt and leverage. You’ll learn when borrowing can fuel growth, when it’s financial suicide, and how the 2025 tax law changes could actually reward you…

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294 \\ Audit-Proof Tax Secrets: Turn Trips Into Legit Business Expenses 19:45

1M ago19:45

19:45

Are you leaving thousands of dollars on the table? Most business owners are. In this episode, Tiffany Phillips shares how smart tax planning can turn travel into legitimate business deductions. Forget the old advice that says, “Don’t risk it.” Wealthy entrepreneurs have been using these strategies for decades—and you can too. You’ll learn the Four …

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Here's How Your Spending Will Change Throughout Retirement (The Retirement Smile) 10:41

1M ago10:41

10:41

Feeling like “flat” retirement spending plans don’t match real life? You’re not imagining it. Spending typically follows a retirement smile: higher in the early “go-go” years, lower in the “slow-go” years, then rising again later with healthcare needs. In this episode, Ari Taublieb, CFP®, shows how acknowledging that curve can unlock more life earl…

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293 \\ The 5 Tax Strategies for LLC Owners in 2025 25:22

2M ago25:22

25:22

Are you paying more in taxes than you should? Chances are, yes. Most business owners are losing thousands every year because their CPA only files returns instead of creating a smart tax strategy. In this episode, you’ll learn five powerful tax strategies every LLC owner should know—ones that could legally save you $15,000 or more. From startup cost…

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Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks 16:17

2M ago16:17

16:17

What if the next 10 years bring just 3% returns from the S&P 500? In this episode, we turn that forecast into a real-world retirement plan—not panic. You’ll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets. Listen as Ari and James break down: Sequence-of-r…

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292 \\ Good Debt vs. Bad Debt: The Wealth Secret You’re Missing (Rich Rules Series: Part 3) 22:54

2M ago22:54

22:54

Most people think earning more money will make them rich. But here’s the truth: high income doesn’t equal wealth. In this episode, Tiffany Phillips reveals the middle-class money trap that keeps business owners stuck—and how to break free. You’ll learn the real difference between assets and liabilities, why wealthy people use good debt instead of a…

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291 \\ Stop Living Paycheck to Paycheck: The Shocking Truth About Money Management (Rich Rules Series: Part 2) 17:57

2M ago17:57

17:57

Most people make good money but still feel broke. Why? Because they use the wrong system to manage it. In this episode of Rich Rules, Tiffany Phillips shares the bucket system—the simple way millionaires organize every dollar. You’ll learn why the “one bucket” approach fails, how to set up five separate accounts for necessities, savings, investment…

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How To Save On Healthcare In 2026 (If Retired) 11:12

2M ago11:12

11:12

Feeling like healthcare makes early retirement impossible? It’s a common belief, but often fixable with thoughtful income planning. Premium tax credits under the ACA aren’t vanishing; the enhanced credits are scheduled to sunset after 2025, and the pre-2021 rules (including the ~400% FPL income cap) are slated to return in 2026 unless Congress acts…

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290 \\ Why High Earners Stay Broke: The Money Secrets the Wealthy Already Know (Rich Rules Series: Part 1) 18:20

2M ago18:20

18:20

Most people believe wealth is about how much you make. The truth? It’s about how you think about money. In this episode, Tiffany Phillips shares the Rich Rules wealthy people live by—mindset shifts that change everything about your financial future. You’ll learn why a paycheck is the biggest trap, how to use money for more than just spending and sa…

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289 \\ Tax-Free Wealth: The Retirement Strategy You’ll Regret Missing (December Dash Series: Part 3) 24:42

2M ago24:42

24:42

The clock is ticking. In this episode of the December Dash series, Tiffany Phillips reveals the final year-end tax strategies that separate wealthy business owners from everyone else. Discover how solo 401(k)s, Health Savings Accounts, Roth conversions, charitable giving, and defined benefit plans can slash your tax bill and build lasting wealth. T…

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288 \\ Tax Savings Deadline: 3 Moves to Keep $50K+ in Your Pocket Before Year-End (December Dash Series: Part 2) 22:29

2M ago22:29

22:29

Most business owners think making more money is the key to building wealth. The truth? It’s keeping more of what you earn. In this episode, Tiffany Phillips shares powerful tax strategies that wealthy entrepreneurs use to slash tax bills and grow long-term wealth. You’ll learn how to use rental property, cost segregation, 1031 exchanges, and capita…

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Here's Exactly How To Withdraw From A 401(k)/IRA To Live In Retirement 13:04

2M ago13:04

13:04

Feeling anxious about taking money from your retirement accounts? You’re not alone. That first withdrawal feels odd after decades of saving, but a clear process and tax plan turns uncertainty into confidence. In this episode, Ari Taublieb, CFP®, breaks down how withdrawals actually move from investment accounts to your checking—and what the tax bit…

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287 \\ Stop Overpaying the IRS: 5 Year-End Tax Hacks Every Business Owner Must Use (December Dash Series: Part 1) 17:27

2M ago17:27

17:27

Time is running out, and the IRS won’t wait. In this episode, Tiffany Phillips, CPA and tax strategist, breaks down five powerful tax strategies you must act on before December 31. These aren’t generic tax tips — they’re real moves that can save you tens of thousands. You’ll learn how a retroactive S-Corp election can cut self-employment taxes, how…

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286 \\ Debt Isn’t the Enemy The Shocking Truth About Wealth Planning (Millionaire Tax Secrets Series: Part 8) 24:44

2M ago24:44

24:44

Most people think debt is bad. But what if debt could actually make you rich? In this episode of Millionaire Tax Secrets, Tiffany Phillips breaks down how wealthy people use good debt to grow their money, create tax savings, and build long-term wealth. You’ll learn the key difference between good debt and bad debt, why mortgages and business loans …

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285 \\ From Tax Trap to Tax Strategy: The Salary vs. Distribution Secret (Millionaire Tax Secrets Series: Part 7) 25:05

2M ago25:05

25:05

Most small business owners don’t realize that staying a sole proprietor or single-member LLC can cost them thousands every year. In this episode, Tiffany Phillips breaks down when and why you should switch to an S-corporation—and how it can cut your self-employment taxes by 15% or more. Learn the smart strategies behind setting a “reasonable salary…

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A Beginner's Guide To Roth Conversions 10:20

2M ago10:20

10:20

Are you overthinking your Roth conversion strategy? While Roth conversions can be powerful, not every retiree needs them. In this video, you’ll learn when a Roth conversion truly makes sense—and when it may just add unnecessary complexity. Using the “cauliflower analogy,” we break down how Required Minimum Distributions (RMDs) can push retirees int…

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284 \\ The Tax Savings Secret That Can Pay for Your Next Rental Property (Millionaire Tax Secrets Series: Part 6) 24:22

2M ago24:22

24:22

What if the IRS helped pay for your business car or equipment? In this episode, Tiffany Phillips reveals how wealthy business owners use smart tax strategies to turn everyday purchases into massive tax savings. Learn how Section 179, bonus depreciation, and the “6,000-pound rule” can help you write off vehicles, equipment, and even buildings faster…

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The Cliché Advice You Should Finally Pay Attention To 19:47

2M ago19:47

19:47

We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want. Easy to dismiss, right? But the truth is, those sayings stick around for a reason. They hold the kind of wisdom that can change how you approach life, work, and even setbacks. What often gets missed is that clichés aren’t about p…

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283 \\ Oil & Gas, Private Foundations, and Other Tax Hacks of the Rich (Millionaire Tax Secrets Series: Part 5) 23:18

2M ago23:18

23:18

What if you could slash your tax bill using the same strategies as the ultra-wealthy? In this episode of Millionaire Tax Secrets, Tiffany Phillips reveals three advanced tax strategies that can save you thousands while building long-term wealth. You’ll learn how oil and gas investments create rare tax deductions that offset active income, how priva…

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282 \\ The Hidden Blueprint Wealthy Families Use to Build Generational Wealth (Millionaire Tax Secrets Series: Part 4) 22:38

2M ago22:38

22:38

Most people chase one “magic” tax tip, but that’s not how wealthy families build lasting wealth. In this episode, Tiffany Phillips reveals The Trifecta System—a simple, proven framework that helps you create multiple income streams, lower your tax bill, and protect your wealth for the next generation. You’ll learn how to separate operations from as…

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7 Benefits Of Brokerage Accounts (Superhero) 13:30

2M ago13:30

13:30

Forget everything you thought you knew about retirement planning. While 401(k)s and IRAs get most of the spotlight, brokerage accounts can be a powerful tool for flexibility, tax savings, and early retirement. In this episode, you’ll learn the seven key advantages brokerage accounts offer, including how a married couple could generate over $126,000…

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281 \\ Why Short-Term Rentals Beat Real Estate Professional Status Every Time (Millionaire Tax Secrets Series: Part 3) 22:20

2M ago22:20

22:20

Want to slash your tax bill fast? In this episode, Tiffany reveals the short-term rental strategy that high-income earners are using to save thousands. Forget the 750-hour Real Estate Professional rule—this method only needs 100 hours a year. With the 7-day rule, your rental is treated like an active business, unlocking powerful tax savings and ded…

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280 \\ How One Tax Loophole Can Wipe Out Your Entire Tax Bill (Millionaire Tax Secrets Series: Part 2) 19:32

3M ago19:32

19:32

Most people think taxes are just money out the door. But what if you could legally cut your bill to zero? In this episode, we reveal the Real Estate Professional status—one of the most powerful tax strategies in the IRS code. You’ll learn how wealthy investors use real estate to create massive tax savings, why your spouse could be your biggest fina…

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279 \\ 99% of the Tax Code Is Designed to Save You Money (Here’s Proof) (Millionaire Tax Secrets Series: Part 1) 17:37

3M ago17:37

17:37

Most business owners fear the tax code. But what if almost all of it was written to help you keep more of your money? In this episode, Tiffany Phillips shares the shocking truth: 99.5% of tax laws are incentives, not penalties. Learn how smart tax strategies can put thousands back in your pocket and why your CPA may not be telling you the full stor…

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6 Surprising Statistics About Wealthy Retirees 12:29

3M ago12:29

12:29

Retirement anxiety does not discriminate based on wealth. Even multi-million-dollar portfolios are not immune to the fear of running out of money. This creates one of retirement’s greatest paradoxes: having enough but feeling like you don’t. When clients hear they can safely spend $150,000 a year in retirement, many hesitate. They remember their fi…

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