In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability.

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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in to learn how IRMAA surcharges impact Medicare premiums and strategies to mitigate them in retirement.

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📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

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🎙️ Retirement Simplified Podcast

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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employee benefit program within the tax code that can benefit business owners regardless of their business structure. This informative episode serves as a guide for business owners looking to make informed financial decisions for themselves and their employees.

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📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

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🎙️ Retirement Simplified Podcast

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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in for expert advice on traditional and alternative investing strategies for better financial decision-making.

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Facebook

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Free Resources ⬇️

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📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

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🎙️ Retirement Simplified Podcast

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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode of Alternative Wealth, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but less known in the United States. By utilizing this strategy, homeowners with surplus cash flow can potentially pay off their mortgage in as little as 5-10 years, saving tens of thousands of dollars in interest. Tune in to learn more about this alternative approach to managing your mortgage and making better financial decisions.

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Free Resources ⬇️

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📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

📲 Book a Strategy Consultation

📩 Subscribe to the Alternative Wealth Newsletter

📺 YouTube

🎙️ Retirement Simplified Podcast

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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and investor sentiment. Tune in for expert advice on financial planning for a global audience.

Connect With Adam:
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LinkedIn
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Quora

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📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

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📺 YouTube

🎙️ Retirement Simplified Podcast

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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives his mission to empower individuals with confidence in estate planning through his innovative platform. Join us to learn about adapting your will to reflect your current wishes and achieve your retirement goals.

Connect With Adam:
Buried In Work
LinkedIn

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Free Resources ⬇️

➡️ Start Here

📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

📲 Book a Strategy Consultation

📩 Subscribe to the Alternative Wealth Newsletter

📺 YouTube

🎙️ Retirement Simplified Podcast

******

DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

This is a replay from my other podcast Retirement Simplified. In this episode we dive into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retirement in today's economic landscape, offering valuable insights and expert advice for listeners aiming to achieve their retirement goals.

Connect with Chris:
YouTube
LinkedIn

******

Free Resources ⬇️

➡️ Start Here

📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners

📲 Book a Strategy Consultation

📩 Subscribe to the Alternative Wealth Newsletter

📺 YouTube

🎙️ Retirement Simplified Podcast

******

DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.