News from the frontlines of small business and other video playlist by DW Huff Consulting.
News from the front |Episode 116 |Nov 10/23
National Debt Observations
I Bond Update
Retirement Plan Update
News from the front |Episode 117|Nov 22/23
Dave Ramsey's latest bad financial planning advice- 4% rule is now 8%???
Taking Social Security at 62- more bad advice from Ramsey Solutions
Year-End Planning- Reimbursable Plan Overview
News from the front |Episode 114 |Oct 13/23
Inflation rates and how it affects the consumer
Going from $0 to millionaire status
Discussion of the value of diversification in investments- Walgreens Stock Case Study
News from the front |Episode 115|Oct 20/23
Business Entities- When do you need one? How many should you have?
Hi-Yield Savings Accounts- Overview, Pros and Cons
Richest People in America 2023
News from the front |Episode 112 |Sept 29/23
Tik Tok Myth Debunked- Section 643(b)Spendthrift Trust Don’t Work for avoiding income tax
Dividend Growth and Getting "Mailbox Money"
St Bernard Parish Real Estate Investors- Meeting Recap
News from the front |Episode 113|Oct 06/23
Private Jet Strategy for Big Time Tax Savings
Credit Scores and Credit Line Increase Tips to help business and personal liquidity
Asset Allocation Discussion- are bonds even necessary?
News from the front |Episode 110 |Sept 08/23
House Hacking- Is it as good as the TikTokers claim for building wealth?
Managing 0% Interest Rate Credit Cards- why protecting your personal credit score is important
IRS Tax Debt- Consider qualifying for "Currently Non Collectible" status
News from the front |Episode 111|Sept 22/23
Net Worth- Prioritize getting to your first $100,000 mark
Credit Stacking- Overview and how to utilize
Permanent Life Insurance- consider the accelerated death benefit
News from the front |Episode 108 |Aug 25/23
Real Estate Investing Strategy- Short-Term Rental vs Long Term Rental
Cost Segregation- Myth versus Reality and Owning
Controlling Assets- What works best?
News from the front |Episode 109|Sept 01/23
Get out of Credit Card Debt- Ideas for your "Side Hustle"
Credit Score Tip- Minimize balance reported to the credit bureaus
Crypto Currency Update- Is anyone still optimistic?
News from the front |Episode 106 |Aug 11/23
BRRR Method- How do real estate investors use this? Does it work?
Gross Profit Margin- why this is a number you need to know and control
What's your "temperature" while investing? Knowing this helps you pick the correct strategies while building and growing wealth
News from the front |Episode 107|Aug 18/23
August Rule for Tax-Free Rental Income- Insight on how the IRS determines cost
401k Contributions- when should you contribute instead of using other account types?
Hard Money vs Easy Money- when is it better to be an investor vs a CEO?
News from the front |Episode 104 |July 28/23
Dividend Snowball- Thoughts on long term effects of investing in a dividend paying stock.
Making good purchase decisions on investment property. Are you an investor or a remodeler?
Business expense reimbursement with an accountable plan
News from the front |Episode 105|Aug 04/23
Credit Strategies. Business and personal rules to know.
Build Wealth System- Two important rules
Protecting Assets- Should you use an LLC or Trust
News from the front |Episode 102 |July 14/23
Investment Portfolio Management- When to hire a pro? When to DIY?
How do the rich stay rich and the working class stays poor.
Types of income and the tax disadvantage that keeps you down 3. Pitfall of buying a liability with a liability- New car example
Mid Year Tax Planning Suggestions
News from the front |Episode 103|July 21/23
W4 Forms- How to update if your tax situation changes
BGE Intro- How we use the Build Grow Enjoy system to organize your financial life
Investment Management- Where you should focus for performance evaluation
News from the front |Episode 100 |June 30/23
Hunter Biden Tax Investigation.
Concentrate holdings or diversify? What builds wealth better? What protects wealth?
Assets Feed You, Liabilities Bleed You. Recap of a unique way of viewing assets and liabilites as taught in the Infinity Investing Program from Anderson Advisors
News from the front |Episode 101 |July 07/23
Self Directed IRA Overview
Wills vs Trusts- Which is best for transferring your assets after death?
Real Estate Investment Returns- Expected Returns
News from the front |Episode 98 |June 16/23
Infinite Income Concept vs 4% Draw Down Strategy
Assets and Liabilities through a different opinion
Diverse Income Streams
News from the front |Episode 99 |June 23/23
Is Cryptocurrency dead? Does anyone use crypto for daily transactions?
Little things adding up to big things. Can credit card cash back rewards increase your net worth?
Infinite Banking, Be your own bank, whole life policy loans. Good idea or waste of money?
News from the front |Episode 96 |June 02/23
Employee Retention Tax Credit- IRS cracking down on the scammers
Crypto Currency- Good investment or the next
Start Up St Bernard Announcement
News from the front |Episode 97 |June 09/23
Why do so many Bars fail as a business? How does one make money in that industry?
Stock data, what does it all mean for analysis?
Summer travel and gatherings- can these be business deductions?
News from the front |Episode 94 |May 19/23
Fixed Rate vs Adjustable Rate Mortgage
Risk Discussion in Equity Portfolio. Income vs Asset Value as point of focus
Short Term Rentals Compared to Long Term Rental Benefits and Pitfalls
News from the front |Episode 95 |May 26/23
Using Bonds for Retirement Income. Is it the best idea? Should you use a bond mutual fund or individual bonds in a laddered portfolio?
Infinite Income Overview- what is your number
Certifications and alphabet soup. Which ones are useful?
News from the front |Episode 92 |May 05/23
I Bond Rate Surprise | Fixed Rate More Than Doubles
Cash is trash? Discussion of cash reserves, equity, and income generation
LLC question- why you should form one and how to do it.
News from the front |Episode 93 |May 12/23
$30,000 Decisions vs $3 decisions. Review of some topics in Ramit Sethi podcast and book.
Cash is trash, equity not much better follow up. Is a paid off mortgage a good financial move?
How good is Warren Buffet and his company Berkshire Hathaway at investing? Should you follow and copy?
News from the front |Episode 91 |Apr 21/23
IRS Withholding Estimator
Focus on the important numbers. What gets measured gets managed
I bond update- Current rate 6.89% Is that a good rate? How you should utilize an I bond in your financial plan.How much should you pay with your estimate?
News from the front |Episode 91 |April 28/23
Americans Now Spend More on M*Rijuana Than Chocolate
2023 Dogs Of The Dow List | Top 10 Highest Yielding Dow 30 Stocks Now
IRS Tax Debt Resolution - most are scams. Beware
News from the front |Episode 89 |Apr 7/23
Dividend Yield- Review of the effect of compounding reinvestments.
Delaware Statutory Trusts- How a real estate investor can use these to diversify holdings
Know your Numbers- Why this is the primary success factor.
News from the front |Episode 90 |April 14/23
Tax Due Date 4/18
State Due Dates
How much should you pay with your estimate?
News from the front |Episode 87 |Mar 24/23
Employee Retention Tax Credit Scams/Aggressive Sales Tactics
Personal Wealth Building -Getting to the first $100k is critical to overall success
Infinity Income- Definition and Description
News from the front |Episode 88 |Mar 31/23
Dividend Yield - what does it mean? How does it effect your wealth?
IRS Tax Update
News from the front |Episode 85 |Mar 10/23
Tax Update- Wheres My Refund Tool
How do I build a passive income generating stock portfolio?
News from the front |Episode 86 |Mar 17/23
Silicon Valley Bank- FDIC protection, the danger of a "Bank Run", and how fractional reserve banking work
How much does the average American worker have saved for retirement?
Ides of March- Tax Deadline Update
News from the front |Episode 83 |Feb 24/23
College Savings Alternatives- Education IRA, 529 Plans, I-bonds, Roth IRA
Know your Numbers- which numbers do you need to watch?
Corporate Transparency Act- Update
News from the front |Episode 84 |Mar 03/23
Self Directed IRA strategy- Investment Options besides rental real estate. Tax liens, private lending, and more
Inflation illustration using a chocolate bar
Berkshire Hathaway Annual Meeting Notes
News from the front |Episode 81 |Feb 10/23
IRS Processing Time Update and Telephone Wait Time Update
Dave Ramsey Investment Portfolio vs Other Options
2022 Stock Market Results- How do your investments compare?
News from the front |Episode 79 |Jan 27/23
IRS turnaround times- is service finally improving?
Grant Cardone- says $400k is not enough to live on?
Real Estate Market Snapshot
News from the front |Episode 80 |Feb 03/23
Building Passive Income with low $$
Three Fund Portfolio vs other managed portfolios
Tax Update- Changes to La calculation, W4 Updates and more
News from the front |Episode 77 |Jan 13/23
Can Chat GPT Answer Complex Investing and Retirement Questions? Rob Berger: https://youtu.be/EUDgo5T7wBQ
Using Leverage vs Cash in Real Estate Investments
Filing Due Dates Coming Up
News from the front |Episode 78 |Jan 20/23
1% Rule for Real Estate Investing
Don’t Quit Your Day Job(when starting something new)
There is more money in being a shovel seller, than a shovel user
News from the front |Episode 75 |Dec 16/22
Senator Cassidy pushes for Income Tax Relief for Hurricane Ida victims
Year-End Quick List for Tax Savings
Year-End Bonus for Tax Payments
2023 Budget Plan using QuickBooks
News from the front |Episode 76 |Jan 06/23
Secure Act 2.0
Trump's Tax Returns- Anything to see?
IRS Collection Bots Have Amazing First Year
News from the front |Episode 73 |Dec 02/22
Fixed Asset Tracking Feature in QuickBooks
Marginal Tax Rate vs Average Tax Rate Explanation
News from the front |Episode 74 |Dec 09/22
Don’t get complacent in your Business. Never take your foot off the gas
Trump Tax Fraud Conviction Discussion
1099 For Venmo?
News from the front |Episode 71 |Nov 18/22
The New Tax Table Update!
Huge News on the FTX Crypto Collapse- Billions of $$ Vanished
Covid Penalty Relief for Disaster Areas Still Available!
News from the front |Episode 72 |Nov 25/22
Is it worth the 1% fee to hire a financial planner?
Sales- The more hands you shake, The more you make
Accepting Credit Cards- When should you charge a "Convenience Fee"
News from the front |Episode 69 |Nov 4/22
Balancing Tax, Business, and Asset Protection
New I bond rate- 6.89%
Real Estate Investing- Grow fast, or slow and steady?
News from the front |Episode 70 |Nov 11/22
Crypto Currency- Will it ever be practical? Is it a Ponzi scheme?
Retirement Plan Options Recap
Accounting – Is insourced or outsourced the best option?
News from the front |Episode 67 |Oct 21/22
ERTC update- fax solicitations, sales emails etc.
Kabbage getting sued for improper PPP loans
Paying for Financial Advice- is 1% a fair price
News from the front |Episode 68 |Oct 28/22
Maximize your business travel deductions.
Year-End Tax Planning.
Blue Folder Recap.
News from the front |Episode 65 |Sept 30/22
Hurricane Ian-Disaster Assistance for Florida Residents
Three Legged Stool- Clint Coons book "Next Level Real Estate Asset Protection
QBO Right Tool
Stock Market Update- Big volatility
News from the front |Episode 66 |Oct 7/22
New ability to e-file 1099 forms directly with IRS
Crypto Currency, NFT, etc- How to use the "Greater Fool Theory" to make money
Tyreek Hills State Tax Liability
News from the front |Episode 63 |Sept 16/22
Tax Deadlines- Extended Deadline for Individuals October 15
Business Tax Planning – C Corp vs S Corp. When is double taxation, not a bad thing?
Renting Virtual Land- Ponzi scheme or legitimate investment opportunity
Employee Retention Tax Credit Update
News from the front |Episode 64 |Sept 23/22
Forming an LLC when you need to an attorney vs DIY
Why are small businesses struggling to hire employees?
Don’t trust Wall Street - :) Clip from Wolf of Wall Street.
News from the front |Episode 61 |Sept 2/22
Control of your investments? SDIRA vs brokerage accounts vs company plan.
QuickBooks pricing changes and updates? More reasons than ever to hate Intuit
News from the front |Episode 62 |Sept 9/22
Is Rental Real Estate management really passive? Or is it hard work?
LLC Fomalities- Why its important to stay in good standing with the Secretary of State? Liability
News from the front |Episode 59 |August 19/22
Football Analogy- Defense wins championships. Many business owners are good at making money but not at keeping it. Creditors, taxes and more can cause failure.
Real Estate has out performed stocks, gold and bonds over the last 12 months.
Update on Inflation Recovery Act (LOL) but there are some tax credits available
News from the front |Episode 60 |August 26/22
What is a holding company? How do I use it in my overall plan?.
Prioritizing Savings- Rule of Thumb from JP Morgan Asset Management.
Non Public REITs- solid investment or a Ponzi Scheme?.
$10,000 Student Loan Foregiveness Update
News from the front |Episode 57 |August 5/22
Lines of Credit vs Credit Card and why to apply now.
Inflation Reduction Act- Increase IRS funding by $80 Billion to harass small business. owners.
ERTC scams. The credit is good but the refund mills are exaggerating things
News from the front |Episode 58 |August 12/22
Inflation Reduction Act???.
Charging Order Protection- does your LLC provide it in the event you get sued?.
Starting out in Real Estate Investing- Should I sell my house to my S-corp?.
Beginning Stock Market Investor- what should I buy first?.
News from the front |Episode 55 |July 22/22
Sale of Rental vs Sale of a Flip Property
3 Fund Portfolio, 60/40 rule and other stock market observations
Summer Vacation Season- organize your trips to maximize tax savings
News from the front |Episode 56 |July 29/22
Revocable Living Trusts- a strategy for creating generational wealth
Limited Liability Companies vs Corporations
Retirement Plan Beneficiary Review
News from the front |Episode 51 |June 24/22
Analyzing real estate investments- 1% rule
Investing in a recession- focus on the dividends since they are "real"
S Corp vs C Corp at current tax rates
Blue Binder- organizing financial documents
News from the front |Episode 52 |July 1/22
When to start taking social security benefits. Early – FRA – Or delay until 70
Housing prices- are they going up or going down?
What to look at in mid year updates
News from the front |Episode 49 |June 10/22
News from the front |Episode 50 |June 17/22
Recession on the way- Diversified Income Streams.
Stock Market Volatility- what causes it? Earnings and DCF.
What can I do to avoid Volatility?
Is now a good time to invest? What should I do if I am just starting out?
Client Accounting Discussion- law firm trust accounts in QuickBooks
News from the front |Episode 47 |May 27/22
Paying a mortgage off early, Paid of Property vs Debt Destruction by Inflation
News from the front |Episode 48 |June 3/22
Revocable Living Trusts – why do you need one?
Simplifying investments- how much diversification is too much?
Crypto Currency- whats the real value of Bitcoin, Ethereum etc?
News from the front |Episode 45 |May 14/22
Kohlers Trifecta for organizing business entities.
News from the front |Episode 46 |May 21/22
Why is it important to "Know Your Numbers"
Stock market recap- Roth conversion? Rebalance?
News from the front |Episode 43 |April 22/22
4News from the front |Episode 44 |April 30/22
I-bonds- Interest rates over 7% and climbing
SSI Recipients eligible for low-cost internet.
Side Hustle + Job or Just go for it?
News from the front |Episode 41 |March 25/22
News from the front |Episode 42 |April 1/22
Elon Musk's Twitter comments about Taxes.
New Tax proposals by Biden
Asset Ownership or Control of Assets. What do you really "own" with a paid off property?
News from the front |Episode 39 |March 11/22
News from the front |Episode 40 |March 18/22
IRS Casualty Loss Deductions- Hurricanes and other updates
Maintaining control of your assets to grow your numbers. Warren Buffet vs ANY Wall Street endorsed investment advisor
Inherited Roth IRAs. The Best way to withdraw money and stretch out the tax savings
More Crypto News- big losses in value lately. Why?
News from the front |Episode 37 |February 25/22
News from the front |Episode 38 |March 4/22
Retirement income planning- Roth, 401k etc or something entirely different (rentals)
Know your numbers. Commit to daily review and action- my example with monthly accounting
Form 8915 F for 2nd portion of qualified retirement plan distributions taken in 2020
News from the front |Episode 35 |February 18/22
News from the front |Episode 36 |February 11/22
IRS Update- Still have many forms in draft mode. Not many current year returns can be filed(8879, efile and more)
Casualty Loss- Hurricane Ida vs Other Casualty Losses
Reverse Mortgage- Similar to what real estate investors do when they harvest equity from rental property
News from the front |Episode 33 |February 4/22
News from the front |Episode 34 |January 28/22
1099 and Other Form Deadlines.
Crypto Headaches on Tax Filing
News from the front |Episode 31 |January 22/22
News from the front |Episode 32 |December 17/21
News from the front |Episode 29 |December 3/21
News from the front |Episode 30 |November 19/21
News from the front |Episode 27 |November 12/21
News from the front |Episode 28 |November 5/21
9/28/21 Recovery Rebate "MISCALCULATION" Letter from IRS.
Year End Planning Alert- Opportunity Zone Deadline 12/31/2021.
Productivity Tip- Atomic Habits 1% Improvement Ilustration.
News from the front |Episode 25 |October 29/21
Build Back Better- Scrapped Changes to IRAs and 401ks.
Easy business ideas for your side.
Check tax withholdings.Productivity Tip-
News from the front |Episode 26 |October 22/21
$1,000,000 IRA Is it enough?
Banks/IRS transaction sharing. What happened to the 4th amendment?.roductivity Tip-
Check out our blog for more content to help achieve financial freedom. As we learn new things we frequently share and discuss. We offer something for everyone through various pod casts, blog posts and emails.
Check out our blog for more content to help achieve financial freedom. As we learn new things we frequently share and discuss.We offer something for everyone through various pod casts, blog posts and emails. To get David's Free Newsletter just Click "Get Newsletter" and enter your email address.