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The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Are you ready to transform retirement uncertainty into a clear, actionable plan? If you’re looking to retire in the next 5-10 years, you’ve come to the right spot. Only 54% of Gen Xers feel prepared for retirement, and a staggering 22% believe they’ll enjoy a comfortable lifestyle. If retirement planning and your finances feel overwhelming, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances LLC, your financial and retirement coach. It’s time to stop avoiding your finances and ...
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Swagat hai aapka humare finance investment show “Chedilal Ghar Jode” mein. Yeh show mein Retire Chedilal apne aas paas ke logo ko unsuni investment scheme batate hain, jisse log usse apply karke apna nuksaan bachate hai. Kuch aisi aisi scheme iss show mein batayi gayi hai jisse aap sabhi sunkar shock ho jayenge aur apni investment planning ke bare mein zaroor sochenge, toh der kis baat ki dosto abhi jakar suniye “Chedilal Ghar Jode” jiske writer hai Sachin Kumar Srivastava. Iss show ko apne ...
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Ladies and Gentlemen, Moneystepper's 2015 Savings Challenge is here. And, it’s here to make all of our financial futures a better place – together!The Moneystepper 2015 Savings Challenge has created a large community of people who are striving towards two specific financial goals in 2015: to increase your net wealth and to improve your savings rate.Every member of the challenge will be working towards these two goals, which are set by themselves before the start of the year. This way, we can ...
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Double glazing windows in London offer enhanced energy efficiency, noise reduction, and improved security. Ideal for both modern and period properties, popular styles include casement, sash, and bay windows. With reduced energy bills and increased property value, double glazing is a smart investment for homeowners seeking comfort and long-term savings.
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
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Jenn and Jon take a day trip from Paris to the Champagne region of France. The two share their favorite champagne houses, restaurants, and tours that you can experience! Experience Reims and Epernay on this week's episode. Moet & Chandon Visit us | Moët & Chandon Sparkling Tour Sparkling Tour - Half or Full Day Champagne Tours - Oenotourisme Reims …
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson who calls herself a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits. Erin also de…
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Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text Did you know you can maximize your HSA contributions even if you switch to a high-deductible health plan late in the year? In this episode of the Small Business Tax Savings Podcast, Mike Jesowshek answers listener-submitted tax and business-related questions, covering topics such as HSA contributions, structuring multiple businesses,…
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Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Jenn and Jon travel to Paris for Bastille Day! Outside of the parades and fireworks, the two explored the city on foot (because it's faster than taking an Uber or cab). Listen to their three Paris restaurant recommendations: 1. Pink Mama 2. La Suite Giraffe 3. Le Relais de l’Entrecôte (best steak frites in Paris!) Also, how to get through the Louvr…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspending that money. Her challen…
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Daniel and Quint talk about when you should be saving and when you should be investing.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Daniel and Allie talk about actually spending money versus our usual talk of saving.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text What if you could offset your investment gains by strategically selling at a loss—are you making the most of your tax-saving opportunities? In this episode, Mike explains the tax strategy of tax loss harvesting, which involves selling investments at a loss to offset gains in other areas, ultimately reducing tax liability. The episode…
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Logan and Allie talk about different careers in Wealth Management and pathways to get to there.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Jenn and Jon are back after a two-year hiatus! Join the couple as they once again share travel tips and disaster stories. This time, the two head to Antigua on a catamaran cruise. They'll share the best snorkel spots, restaurants, Instagram pic places, and fun facts about Antigua and Barbuda. Some locations referenced in this episode are: - TradeWi…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share all about my signature program, the Financial Freedom Accelerator. A 90-day coaching program designed to help you transform your retirement dreams into reality with financial confidence and purpose. I share all the benefits and featur…
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Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Allie and Logan talk about giving to charities in the most tax efficient ways.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text Are you making the most of year-end tax strategies to reduce your tax liability? In this episode, Mike Jesowshek, CPA and owner of TaxElm, dives into essential year-end tax planning strategies for business owners, focusing on income timing, deductions, and proactive spending decisions. He explains how understanding current and projec…
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Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality. The episode shares personal experiences of setting retirement goals, working with c…
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Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text Are you making the most of your tax-saving strategies before the year closes? In this episode, Mike Jesowshek provides a comprehensive checklist of essential tax strategies to implement before the end of 2024. As a CPA and founder of Tax Helm, he emphasizes maximizing tax deductions, making necessary payments, and properly documentin…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security. We discuss factors affecting the best time to start claiming benefits, special considerations for t…
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Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Quint and Logan talk about important items to consider before the end of the year in your investment accounts.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text Are you overpaying on taxes and missing out on key deductions that could boost your business's bottom line? In this episode, CPA Mike Jesowshek shares advanced tax strategies that empower business owners to significantly reduce their tax liabilities while building wealth. Mike addresses common challenges business owners face when min…
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Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the importance of saving for retirement and how to ensure you have enough money when you retire. This episode outlines practical steps to manage money, eliminate unnecessary expenses, and build a robust saving habit. I also highligh…
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Daniel and Allie talk about the important things to consider doing before year end.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text Are you missing out on key tax deductions by mixing personal and business expenses? In this episode, Mike Jesowshek discusses the importance of setting up an accountable plan for businesses, especially S and C corporations. He breaks down how accountable plans allow business owners to reimburse themselves for personal expenses with a…
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Want to start saving for a child before they are born? Quint and Logan talk about how to do that.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances. A money routine is about m…
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Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Daniel and Logan talk about the upcoming election and how that can influence a financial plan.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text How could the upcoming election shape the future tax landscape for LLCs, and what strategies can business owners consider now to stay ahead? In this episode, Mike Jesowshek explores how the upcoming 2024 presidential election could impact LLCs, particularly small business owners. He provides a non-partisan analysis of both the Harris…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! During this guest episode, I am lucky to interview Alexandra Dotcheva, who shares her transformative journey from an immigrant violinist to a financially independent real estate investor. She discusses the challenges she faced during the 2008 financial crisis…
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Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Send us a text Do you know how to unlock the power of tax-free retirement savings using a Mega Backdoor Roth? In this episode, Mike Jesowshek provides a beginner's guide to building a Mega Backdoor Roth IRA in 2024. He explains the differences between traditional and Roth IRAs, then details how to maximize retirement savings using the Mega Backdoor…
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