Ready-Aim-Retire podcast

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

Ready-Aim-Retire

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

99 episódios

#Trading #Business #Social #Security #Roth #IRA #401k #Medicare #Medicaid #Long #Care #Annuity #Insurance #Investing #Advisory #Rob Kirvan #Terms #Service

Ready-Aim-Retire

updated há 9 dias

Home de séries•Feed

99 episódios

#Trading #Business #Social #Security #Roth #IRA #401k #Medicare #Medicaid #Long #Care #Annuity #Insurance #Investing #Advisory #Rob Kirvan #Terms #Service

Alle episoder

1
Is an Annuity Right for You? with Troy McCrady

há 9 dias

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In this episode, we delve into the complex world of annuities, exploring their potential benefits and drawbacks. Special guest Troy McCrady helps us decipher the various types of annuities and determine if they align with your long-term financial goals. We'll cut through the jargon and provide clear, actionable insights to help you make informed decisions about your retirement strategy.…

1
Emotions can KILL your portfolio

há 16 dias

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In this episode, we dissect how fear and greed can lead to disastrous investment decisions, revealing the common emotional traps that sabotage even the most well-laid plans. Discover practical strategies to detach your feelings from your finances and build a resilient portfolio immune to emotional volatility. We explore real-world examples of emotional investing gone wrong, providing actionable steps to cultivate a disciplined and rational approach to market fluctuations.…

1
Are You Taking Too Much Risk?

há 23 dias

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In this episode, we dissect common portfolio pitfalls that lead to excessive risk, from chasing hot stocks to neglecting diversification. We'll explore practical strategies for reassessing your risk tolerance and aligning your investments with your long-term financial goals. Learn how to balance potential rewards with the security you need to weather any market storm.…

1
The Elephant in the Room

há 5 weeks

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On this week's episode we discuss the importance of estate planning and why it's so important for everyone. Don't delay this important task. Join us as we break down the key components of estate planning and offer practical steps you can take today.

1
Tariff Trouble Ahead with Keith Gangl

há 7 weeks

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In this episode we welcome special guest, Gradient Investments portfolio manager Keith Gangl. We delve into the potential economic fallout of escalating trade tensions. Gangl shares his insights on how tariffs could impact various sectors and offers strategies for investors to navigate this uncertain landscape. Tune in to gain a better understanding of the risks and opportunities that lie ahead.…

1
Tax Changes for 2025

há 8 weeks

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Get ready for changes to your tax bill! In this episode we break down the major tax law updates taking effect in 2025, from individual deductions to corporate tax rates. We'll help you understand how these shifts could impact your finances and what steps you can take now to prepare.

1
The Social Security Fairness Act

há 9 weeks

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In this episode, we delve into the intricacies of the Social Security Fairness Act, a proposed legislation aiming to address the rising costs of Social Security. We'll discuss the key provisions of the bill, including potential changes to benefit calculations, retirement ages, and taxation of benefits. Finally, we'll analyze the potential impacts of this legislation on current and future retirees, and explore the ongoing debate surrounding its potential benefits and drawbacks.…

1
From Politics to Taxes, Taking a Look at 2025

há 11 weeks

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In this episode, Rob welcomes special guest and financial advisor, Bill Altman. They dive deep into the political landscape and its potential impact on your finances in 2025. We'll discuss key tax policies that may change, analyze potential economic shifts, and explore investment strategies to navigate the evolving financial environment. Join us as we look at what to expect in 2025.…

1
Financial Reflections on 2024

há 13 weeks

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As 2024 comes to a close, we take a deep dive into the year’s biggest financial trends and lessons. From market shifts to emerging strategies, this episode provides valuable insights to help advisors and investors prepare for a successful year ahead. Don’t miss this opportunity to reflect, learn, and plan for the future!…

1
Favorite Christmas Movies and the Lessons We've Learned

há 14 weeks

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In this very special and fun episode, we talk about our favorite Christmas movies along with financial and life lessons.

1
Avoiding Financial Fraud

há 15 weeks

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Rob welcomes very special guest, Tim Madden, a Detective with the Naperville Police Financial Crimes unit. They discuss financial crimes and what to look out for.

1
Do's and Don'ts at Thanksgiving Gatherings

há 16 weeks

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We've got a fun one for you! In this episode we talk about the top dos and don'ts for Thanksgiving gatherings, from what to bring to how to handle tricky family dynamics. Tune in to ensure a stress-free and enjoyable Thanksgiving for everyone!

1
Market Update with Mike Binger

há 18 weeks

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Join us for a deep dive into the current market landscape with Mike Binger, president of Gradient Investments. Mike will share his expert insights on recent market trends, potential investment opportunities, and strategies to navigate through economic uncertainty. Tune in to gain valuable knowledge and actionable advice to protect and grow your wealth.…

1
Accumulation vs. Distribution

há 20 weeks

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In this episode, we delve into the key differences between the accumulation and distribution phases of your financial journey. We'll discuss how to effectively save and invest during your working years to build a solid financial foundation. Then, we'll explore strategies for managing your wealth in retirement to ensure a comfortable and secure future.…

1
Market Update with Jeremy Bryan

há 21 weeks