I migliori Tax Strategy podcast (2025)

1
Root Talks: How We Plan When Markets Are Volatile 14:57

17h ago14:57

14:57

James and Ari tackle a great question from the Root Collective: How do you keep things fun when markets—or life—get tough? They break down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise. James shares a personal story from the early Covid d…

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287: How To Set Up A Loan In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 14:53

2d ago14:53

14:53

A common question I receive from clients is how they should be recording their loans in QuickBooks. I often see clients set up their loans the wrong way. They will sometimes appear on a report where they shouldn’t be, which can throw off any tax planning the client is trying to do. I know clients are trying their best and working hard to keep up wi…

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Unlocking the Power of Multifamily Real Estate: Insights from TR Capital Partners 39:43

6d ago39:43

39:43

In this episode of Alternative Wealth, host Ryan Kolden welcomes Ryan Twomey and Lucas Ravanis, co-founders of TR Capital Partners, a real estate investment firm specializing in multifamily properties. The discussion begins with an exploration of the multifamily real estate sector and its appeal compared to other asset types like industrial, office…

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122. 7 Things NOT to Do in Your Small Business Tax Strategy 30:07

7d ago30:07

30:07

Join Kimberly as she unpacks seven tax strategy mistakes to avoid in your small business. From the rules around hiring your kids to the timing of filing, Kimberly offers practical advice. She also discusses how to choose the right professionals and what you need to know about making timely estimated tax payments. This episode is packed with insight…

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How To Instill Financial Values In Children 19:23

4d ago19:23

19:23

Financial literacy starts at home, but teaching kids can be challenging when they develop an abundance mindset and spend everything they make. We explore effective strategies for engaging young people with money concepts by connecting to their existing interests rather than lecturing them about financial terms. • Growing up around money doesn't aut…

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286: Overcome Burnout And Reclaim Your Energy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner 5:53

4d ago5:53

5:53

Do you ever wonder if you are experiencing burnout? Burnout seems to be a topic that hits home for so many of us. I’m not talking about just feeling a little tired or having a stressful week. I’m talking about full-on, deep, emotional, mental, and physical exhaustion. You know, the kind of burnout that makes you question everything, from your caree…

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Mastering Cash Flow: Essential Accounting Tips for Business Owners with Ronald Cook 23:12

6d ago23:12

23:12

In this episode of Alternative Wealth, host Ryan Kolden welcomes Ronald Cook, a certified public accountant and seasoned financial executive with over 25 years of experience in corporate finance. Ron shares his journey from Washington state to Los Angeles and discusses his extensive background in CFO and controller roles, highlighting his expertise…

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285: Receipt Management System Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 16:58

9d ago16:58

16:58

One of the most popular questions I receive throughout the year, and especially during tax season, is which receipts do I need to keep for my business, and the follow-up for this question is typically how I should keep these receipts. Both are great questions, and in today’s podcast episode, I go over which receipts you need to keep in your busines…

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The One Reason Everyone Delays Their Retirement 17:11

11d ago17:11

17:11

Fear of retirement often arises from the head trash that clouds decision-making and prevents individuals from taking action. Understanding the valid concerns behind this fear is essential to dispel myths that delay retirement readiness. - Explaining the concept of head trash and its impact on retirement decisions - Real-life case study illustrating…

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284: The Power Of Priorities Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:18

11d ago5:18

5:18

Have you ever struggled with trying to do it all? You know what I’m talking about, right? That constant juggling act where you have all the balls in the air, saying “yes” to everything and everyone, feeling like you have to be everything to everybody. And at the end of the day, you’re exhausted, frustrated, maybe even resentful, wondering why you’r…

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121. Creating a Homeschooling Life as a Business Owner with guest Amber Duffney 34:33

14d ago34:33

34:33

In this episode of the CEO Moms Building Wealth podcast, Kimberly Tara chats with Amber Duffney, a graphic designer and branding stylist for female entrepreneurs. As a single mom navigating life with ADHD, Amber shares her journey of running her business while homeschooling her children. They talk about why authentic brands for female coaches are s…

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How To Plan For Big One-Time Expenses Before You Retire 18:06

15d ago18:06

18:06

This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security. • The impact of one-time expenses on portfolio sustainability • An…

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How To Remove "Headtrash" and Spend In Retirement Without Worrying 24:22

15d ago24:22

24:22

The podcast explores the complexities of the scarcity mindset in individuals, specifically highlighting the challenges associated with spending even after achieving financial security. Through engaging storytelling and practical insights, we dissect how ingrained beliefs affect spending decisions. • Introduction of the scarcity mindset and its impa…

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Behind The Scenes At Root: How Do We Select Our Advisors? 25:27

15d ago25:27

25:27

Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Financial, highlighting our unique approach to hiring and training advisors to ensure consistent client experiences. • Discusses the importance of advisor alignment with client goals • Explores the internal…

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283: Breaking Out Of The Daily Grind Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 14:22

16d ago14:22

14:22

As a solopreneur or business owner, you know how hard you work each and every day. When working day in and day out, you can easily fall into a regular grind and realize you aren’t as happy as you used to be. It’s essential to include things in your day that bring you joy so that you don’t develop burnout and so that you can continue to enjoy your b…

1
5 Questions To Ask When Interviewing A Financial Advisor 29:40

18d ago29:40

29:40

A clear understanding of how to select the right financial advisor can simplify your journey toward financial success. We discuss five essential questions that are key to uncovering an advisor's capabilities and compatibility with your needs, ensuring that you are well-informed before making a decision. • Importance of asking if the advisor is a CF…

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282: Are You Experiencing All Or Nothing Thinking Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner 5:00

18d ago5:00

5:00

How many times have you thought to yourself that it had to be all or nothing? Thinking like this can often hold you back from accomplishing what you want in your life. It can keep you from creating new beliefs about your future. Sure, all-or-nothing thinking makes it easy on us because there aren’t any grey areas, but it also leaves us thinking eve…

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How to Minimize Your Tax Exposure and Maximize Wealth with Dan Nicholson, CPA 38:18

20d ago38:18

38:18

In this episode of Alternative Wealth, host Ryan Kolden welcomes Dan Nicholson, CPA, founder of Nth Degree CPAs and author of the bestselling book, "Rigging the Game." Recognized as a top 40 under 40 accountant globally, Dan shares his journey from working for Warren Buffett to launching his own accounting firm. He discusses his mission to help pur…

1
Lessons in Private Equity and Leadership with Christopher Swing 38:41

20d ago38:41

38:41

In this episode of Alternative Wealth, host Ryan Kolden welcomes Christopher Swing, the president and CEO of Vantage Surgical Solutions. Chris shares his extensive experience in logistics, healthcare, private equity, manufacturing, and finance, including his previous roles as CFO and COO at Vantage. He discusses his successful exit to private equit…

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Navigating Business Exits: Eric Malka's Journey with The Art of Shaving 24:56

20d ago24:56

24:56

In this episode of Alternative Wealth, host Ryan Kolden welcomes Eric Malka, an accomplished entrepreneur and author known for founding the luxury grooming brand, Art of Shaving. Eric shares his inspiring journey from a 17-year-old immigrant arriving in New York City with limited resources to successfully building and exiting his business to Procte…

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120. 6 Productivity Hacks I Use as a Business Owner and Mom of 4 30:05

21d ago30:05

30:05

In this episode, Kimberly Tara shares the six strategies keeping her productivity at an all-time high as a business owner and mom of 4 young kids. She’s sharing her monthly meal planning system, how she stays on top of laundry, and how she structures her day to juggle it all. If you’re a business owner and a mom who knows what it’s like when your t…

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281: Software That Improves Productivity Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 13:10

23d ago13:10

13:10

Technology can help you move your business forward, but when you are already pressed for time, and your budget doesn’t allow for too many additional expenditures, you may not know where you should turn next. There are many options when you start to look into technology, but knowing what the top performers are can help you narrow down your search fo…

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Retire in Style: The 4 States That Offer the Best Bang for Your Buck 16:13

25d ago16:13

16:13

This episode guides listeners through the process of selecting the ideal state for retirement, weighing financial incentives against personal happiness. The discussion centers on Florida, Arizona, Tennessee, and North Carolina, examining the pros and cons of each state, as well as critical financial considerations for future retirees. • Evaluating …

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280: Opportunities In Your Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 4:22

25d ago4:22

4:22

Do you ever think about the endless opportunities you have available to you in your life? Not only do you need to be aware of these opportunities, but if it is truly something you want in your life, you need to make sure you are taking action on them. There is an abundance of opportunities in life. Ready to start being more aware of the opportuniti…

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119. How to Work 3 Days a Week and Make $100k with guest Cailen Ascher 31:24

28d ago31:24

31:24

In this episode, Kimberly delves into a genuine conversation with Cailen Ascher, a visionary business coach who teaches other coaches to make $100k with one Zoom call a week. Hear how Cailen has designed a thriving business over the past 10 years while maintaining a three-day workweek, so she can prioritize time with her kids. This episode is a mus…

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279: Starting Or Expanding Business Fears Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed 16:26

30d ago16:26

16:26

Whether you are thinking about starting a new business or you currently have a business, you may be experiencing excuses and fears that are holding you back from moving forward. Starting a business or expanding your existing business can be scary. There are many risks that you, as a business owner, take on, but no matter where you are in your busin…

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Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.) 17:42

1M ago17:42

17:42

The episode sheds light on the importance of personalized retirement planning, especially for those with guaranteed income sources like pensions. Listeners learn how risk tolerance, investment allocations, and tax strategies should align with their unique financial situations for optimal retirement success. • Emphasizing the role of guaranteed inco…

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278: What Are You Avoiding Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 3:32

1M ago3:32

3:32

We all know it is healthy to set boundaries in our lives, but have you ever wondered if you were truly setting a boundary or if you were using a boundary to avoid something in your life? There are times when we are feeling resentment or frustration in our lives and it’s important to understand the difference between if you are setting a healthy bou…

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118. 14 Business Investments I’m Making in 2025 20:56

1M ago20:56

20:56

Do you think of money spent on masterminds, books, and education as expenses, or strategic investments? Today, Kimberly is arguing why you should think about them as true investments – and she’s sharing 14 investments she’s making in her business in 2025. Kimberly’s why she’s making each investment and how it will give her more time, less stress, o…

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277: What You Need To Know About Your Balance Sheet Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 13:51

1M ago13:51

13:51

As a business owner, you’ve more than likely heard about how important it is to review your financial statements. When most business owners think about their financial statements, they think about their income statement or their profit and loss report. It’s essential to keep an eye on this report, but what you may be missing is how critical it is t…

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Step-by-Step Guide To Withdrawing Retirement Income 17:27

1M ago17:27

17:27

This episode explores essential strategies for effective retirement withdrawals, emphasizing the importance of minimizing tax liabilities while maximizing fund growth. Listeners gain valuable insights into withdrawal frameworks, tax implications, and the role of technology in planning for a secure retirement. • Understanding income and tax strategi…

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276: Being Unhappy On Purpose Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:18

1M ago4:18

4:18

Is your goal to create more happiness in your life? So many of us are on the search for happiness that we forget about so many of the other emotions that allow us to be the person we are. They allow us to grow and gain a different perspective on life. They allow us to expand and experience our feelings on a much deeper level. If you’ve been thinkin…

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117. Scaling to Fit Your Season of Life with guest AnnMarie Rose 37:26

1M ago37:26

37:26

Do you have big dreams of scaling your business, but don’t know how to do it without burning out? Join Kimberly as she sits down with AnnMarie Rose, an online business strategist who helps coaches, consultants and service providers leverage their zone of genius to 4x their income and impact with a life-proof business. They explore everything from t…

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275: Recording Questionable Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 13:32

1M ago13:32

13:32

When you are doing the bookkeeping for your business, or maybe you are doing bookkeeping for multiple clients, the one thing you don’t want to hold you back from moving forward is having a transaction that you are unsure about how to record. If you are like most people, you’ll let this one transaction derail you and keep you stuck, especially if yo…

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The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?) 14:38

2M ago14:38

14:38

The episode explores the intersection of financial decisions and emotional well-being through personal stories. It addresses the dilemma between paying off a mortgage and investing extra capital while emphasizing the importance of confidence in navigating retirement planning. • The dentist's journey inspires a discussion on the importance of financ…

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274: Being Satisfied With What You Have Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:32

2M ago5:32

5:32

We live in a world with more distractions than ever before. We have our phones with us almost 24/7, and they alert us and pop up notifications all the time. You may have kids who are constantly asking you for something, or you might be looking at that long list of things to do that causes you to always think about what you are doing next in your li…

1
Tax Strategy and Business Planning With Shauna the Tax Goddess 33:27

2M ago33:27

33:27

Today we dive deep into the world of taxes with special guest Shauna, the Tax Goddess CPA and founder of Tax Goddess Business Services. With her extensive background in taxation and experience at KPMG and American Express, Shauna shares her insights on how the tax code is designed to benefit business owners and high-income earners. In this episode,…

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116. Life Update: What’s Going Well and What’s Challenging 2 Months into Our Move to Charlotte 27:50

2M ago27:50

27:50

As Kimberly promised, here is her life update of how things are going now that the Tara family is settled in Charlotte, North Carolina. In today’s solo episode, she’s sharing how her family is adjusting, the excitement of her growing business, what’s going well, and what’s been challenging. From challenges in renting to missing old friends, Kimberl…

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How Does Root Differ From Traditional Financial Firms? 27:41

2M ago27:41

27:41

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture pri…

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How Do We Build The Best Team In The Financial Industry? 24:48

2M ago24:48

24:48

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the p…

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Root's New Community Is Coming! (EXCITING UPDATE) 15:49

2M ago15:49

15:49

Join the new Root Collective HERE! Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make reti…

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273: Unsure About Something In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 15:53

2M ago15:53

15:53

Have you ever felt uncertain about something in your business or personal life? Self-doubt can creep up when you least expect it and can hold you back from achieving what you truly want in both your business and your personal life. Knowing what leads to self-doubt and how you can overcome it can significantly impact the actions you take in your bus…

1
How Much Should I Be Saving To Retire Early? 15:30

2M ago15:30

15:30

Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and investment strategies. By utilizing tools like the time value of money calculator, you can explore different scenarios to assess how to optimize your financial plan for retirement. • The importance of the …

1
272: Being Satisfied With What You Have Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:12

2M ago5:12

5:12

Have you ever noticed in your life that when you’ve reached a certain level of success, you are instantly striving for more? Have you ever found yourself being successful but then, for some reason, sabotaging everything you’ve worked for? Being satisfied with the abundance that you have can be a challenge for some. Are you ready to find out how you…

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115. Pivoting Your Business, Homeschooling, and Parenting Teenagers with guest Kristen Hillman 34:38

2M ago34:38

34:38

Have you ever thought about pivoting your business, but were afraid that making a change would mean you were failing? In this episode, Kimberly chats with founder and CEO of Viticula and CFO Kristen Hillman about how she knew it was time to pivot her business, and how she helps her clients pivot to grow and stay profitable. Kristen shares her journ…

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271: Ready To Get To The Next Level Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 14:45

2M ago14:45

14:45

When you have a business, you need to make sure that you have a clear direction, you are reaching your potential, you are focused on what is important, you are accountable, confident, and you have a winning mindset. If you are like most business owners, you want to fast-track your success and growth while avoiding mistakes. You want to reach for th…

1
A Complete Guide To Long-Term Care 15:05

2M ago15:05

15:05

Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…

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270: Balancing Your Emotions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:24

2M ago5:24

5:24

When you look at all the emotions or feelings that a person can have, it is amazing. You might be thinking there’s being happy or sad, but there are so many more that you may be feeling, and maybe you just haven’t been able to put a name to them. When you can dive a little deeper and look at all the emotions available to you, it can be interesting …

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114. Mastering Marketing in the Different Seasons of Motherhood with guest Latesha Lynch 30:26

2M ago30:26

30:26

Join us as Kimberly chats with adaptable marketing and content strategist Latesha Lynch about the real deal behind running a business through the different seasons of motherhood. They break down the misconceptions, like having loads of free time and flexible schedules, and spill on the actual grind, from late-night work sessions to the hurdles face…

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269: Entrepreneur Tips For Business And Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 13:38

2M ago13:38

13:38

Making the switch from an employee to an entrepreneur requires many changes, not only with your new responsibilities but your mindset as well. You’ll have lots of new thoughts and fears, but overall, employees who want to be entrepreneurs seek the advantages of providing products and services they are passionate about while reaping the benefits of …

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