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Build Wealth for Retirement: Tax-Advantaged Strategies That Actually Work

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Discover the best tax strategies to retire richer and faster. Learn how to leverage tax-advantaged accounts, alternative investments, and smart planning. Listen to the Hidden Money Podcast for more expert tips.

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Go Beyond Being Debt-Free and Build Your Wealth

Maybe you’re in a professional study program, like medical school. You have a big student loan but nobody is telling you in any of your courses, what the financial reality of debt payment is, and how to build wealth early. In this episode of the Hidden Money Podcast as we talk with Kristin Burton. Kristin’s medical background, personal story of emerging from debt and experience in how to build wealth professionally, will give exactly the practical wisdom you need to build your professional dream.

March 19, 2024

Season 2

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W2 Income
Tax Planning
Wealth Building
Retirement Planning

Preserving Freedom Through Financial Independence

In this episode of the Hidden Money Podcast, we meet Jay Johnson of Code 3 Assets. Cop and businessman, Jay shares his personal life experiences and Code 3 insights into how to take charge of and steward what’s your own to preserve your freedom and secure your financial future.

March 5, 2024

Season 2

Watch now
Financial Freedom
Diversification
Wealth Building

Failed to File Taxes for Many Years? Here’s How to Escape the IRS

In this episode of the Hidden Money Podcast, join CPAs Mike Pine and Kevin Schneider as they lay the cards out for you on the many penalties and dangers in late or non-filing of tax returns. But they provide ways and means from the tax code for you to get the work done and escape the long arm of the IRS.

February 20, 2024

Season 2

Watch now
Tax Planning
Legal Aspects
Wealth Building

Special Episode: The Tax Relief for American Families and Workers Act of 2024

In this episode of the Hidden Money Podcast, join CPAs Mike Pine and Kevin Schneider as they unpack 2024’s Tax Relief for American Families and Workers Act to your financial benefit.

February 1, 2024

Season 2

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Tax Planning
Wealth Building
Financial Freedom

Tax Credit Secrets for R&D, Non-Profits, Startups, and More - Part 2 with Randy Crabtree

Business owners dislike losing money to taxes even more than they dislike filing the returns! In this episode of the Hidden Money Podcast, we continue to talk with Randy Crabtree of Tri Merit Tax, to discover how to leverage a range of tax credits from R&D to renewable energy. Turn your tedious tax return filing into a sweet, legal portal gaining you 3X more benefit than deductions.

January 30, 2024

Season 2

Watch now
Legal Aspects
Tax Planning
Entrepreneurship
Wealth Building

Employee Retention Credit has an IRS Warning: Find Out What - Part 1 with Randy Crabtree

In this episode of the Hidden Money Podcast, we talk with Randy Crabtree, tax-credit expert and founder of Tri-Merit Tax. Randy shares practical insights into ERC law and the IRS’ guiding red flags. His advice might just save you from falling prey to unrealistic claims and information on using tax credits from unqualified sources.

January 16, 2024

Season 2

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Tax Planning
Legal Aspects
Entrepreneurship

2024 - Keep Your Money From the IRS Legally

In this episode of the Hidden Money Podcast, it’s just CPAs Mike Pine and Kevin Schneider. They share realistic views of 2024’s scenario, but they have encouragement as well as very practical advice and stories that can help you get your tax plan for 2024 up and running.

January 2, 2024

Season 2

Watch now
Tax Planning
Wealth Building
Financial Freedom

How to Master the Art of Cashflow Forecasting

In this episode of the Hidden Money Podcast, we continue our conversation with Mel Latu, cashflow boss and bookkeeping guru, whose practical advice, strategy steps and real-life examples may just be that answer you need to gain control over your cashflow forecasting and profit building. Nothing beats a granular approach to bookkeeping if you want a solid financial plan to achieve your goals.

December 20, 2023

Season 2

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Tax Planning
Entrepreneurship
Wealth Building

Find Out How Cash-Flow Planning Transforms Your Business

In this episode of the Hidden Money Podcast, we meet with Mel Latu, bookkeeping guru par excellence. Mel is the founder of B.O.S.S. (Back Office Support Services) and as the ‘The Cashflow Boss’, she is the best person to walk you through how to leverage your bookkeeping to give power to your tax-planning and rake in those dollars your business deserves.

December 6, 2023

Season 2

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Tax Planning
Entrepreneurship
Wealth Building

Can Simple Business Processes be Intellectual Property?

Come join us on this episode of the Hidden Money Podcast as we meet and talk with Gregory Treat, an attorney who loves to see families and businesses flourish. Greg has a wealth of knowledge and experience to tickle your interest in leveraging intellectual property, and it may surprise you as to how many things exist within your own company that you can leverage as intellectual property and benefit from the tax code.

November 21, 2023

Season 2

Watch now
Entrepreneurship
Legal Aspects
Tax Planning
Wealth Building

The Dangers of Delay: Asset Protection and Estate Planning

In volatile and uncertain times, panic attacks become common for entrepreneurs. In this episode of the Hidden Money Podcast, we’ll ease your fears and bring you solutions by talking to legal expert on asset protection, Elizabeth Tresp of Tresp, Day & Associates, Inc. Elizabeth will help you truly understand the concealed threats behind neglecting asset protection and how to protect yourself and your business.

November 7, 2023

Season 2

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Real Estate
Diversification
Legal Aspects
Wealth Building

Do Faith, Risk and Debt Go Together? - The Scott Florida Story (PART 2)

Can wealth and faith coexist? Have you been dreaming of financial blessing and freedom, but don’t know how to make it work even though you have the faith for it? In this episode of the Hidden Money Podcast, we continue the conversation with Scott Florida who shares balanced perspectives on debt, risk, and wealth management, including the role of fixed-rate debt in protecting against currency devaluation and how it can align with Biblical principles.

October 24, 2023

Season 2

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Diversification
Real Estate
Wealth Building
Financial Freedom

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