Jul 1
Trump Accounts Explained: Gimmick or New Savings Tool for Kids?
Free money for kids? Not so fast. Trump Accounts could become one of the newest long-term wealth-building tools for families, but you need to understand how they work, who qualifies, and how they fit into a bigger tax and investment strategy.In this episode, Mike breaks down ever ... Show More
18m 39s
Jun 17
How to Choose the Right Retirement Plan for Your Business
Stop treating your retirement like a someday problem…For business owners, the right plan can be a valuable tax strategy. But too many entrepreneurs wait too long, choose the wrong plan, or assume a 401(k) is only for big companies. In this episode, Mike sits down with Matt Rutten ... Show More
34m 42s
Sep 2024
237: Asking For Bookkeeping Help Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
<p>Most business owners typically do their own bookkeeping when they first start their business, but a question I often receive is when should I be getting help with my bookkeeping. The help that a business owner can get from a bookkeeper, accountant, CPA, or tax preparer can va ... Show More
19 m
Apr 2025
Shop Formation 101: Entity Types, Tax Traps, and Long-Term Strategy, 458
<p>In this episode of the Machine Shop MBA series, we go beyond vision boards and get into the meat and potatoes of launching your shop legally—with the right entity type and structure to support your short and long-term goals. Whether you're looking to stay solo, bring on partne ... Show More
39m 51s
Aug 2025
325: Time Blocking For Better Bookkeeping Habits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant Owner Or Self-Employed
<p>Business owners often struggle to find the time to do the bookkeeping for their business. This is a topic that I see come up often with many of the business owners I work with. I understand how much this can cause issues in your business, especially when you know how importa ... Show More
14m 33s
Mar 2025
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
<p>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 ... Show More
14m 53s
Mar 2024
2088: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on CPA, EA & Tax Planning
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2088: Kelley Long with FinancialFinesse.com shares invaluable insights on choosing the right tax preparer to navigate compl ... Show More
10m 58s
Most business owners treat filing their taxes like the finish line. It isn’t. What actually lowers your tax bill is what you do before December, and that starts with knowing how to read the return you just filed. In this episode, Mike walks through a six-step process for reviewing your 2025 tax return the right way. You will learn what numbers actually matt ... Show More
