The Financial Flow

著者： Tidepool Wealth Strategies
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  • サマリー

  • Short-form podcast about critical financial planning topics, primarily for the self-employed, but applicable to nearly anyone wanting to be better informed about financial planning, and the ways to be better prepared for retirement. Topics ranging from basic financial education to more complex retirement and financial planning topics, including cash flow, tax planning, risk management and portfolio management.

    You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at:
    https://www.tidepoolwealth.com/

    or by connecting with Phillip on LinkedIn at
    https://www.linkedin.com/in/tidepoolwealth/

    ##############################
    //Disclosures://
    This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies or Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

    Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, and member of FINRA and the S I P C. Cetera is under separate ownership from any other named entity.

    Retirement planning. Retirement Advice. Financial Advice. Financial Planning for the Self-employed. Self-employed retirement. Wealth management.

    #retirement #money #investing #financialplanning #taxes #taxplanning #selfemployed #solopreneur #soleproprietor #financialplanner #oregon #TidepoolWealth #smartmoney #retirementplans #insuranceplanning #401k #RothIRA #businessowner

    © 2024 The Financial Flow
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  • Debunking TikTok Tax Myths

    Debunking TikTok Tax Myths
    2024/09/09

    In this episode, we examine some common tax myths being incorrectly shared and popularized as easily claimed and totally legit tax strategies on TikTok: writing off lifestyle expenses, claiming the home office deduction, starting an LLC to maximize write-offs, and using a C-Corporation as a small business in order to 'look professional.'

    While these strategies can be viable in the right circumstances, it's important to be aware of the consequences of the incorrect/illegal/unnecessary application of these strategies.

    #LLC #S-Corp #C-Corp #taxes #taxdeductions #financialplanning

    Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

    Tidepool Wealth Strategies website
    Phillip Smith, CRPC AIF LinkedIn
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    8 分
  • Maximize the Cash Flow: Practical Tips For Business and Life

    Maximize the Cash Flow: Practical Tips For Business and Life
    2024/09/02

    Wading into the topic of cash flow management, specifically with some tips on for budgeting, tracking expenses, monitoring finances, and keeping the business and personal finances separate.

    #cashflow #financialplanning #budgeting #budgetingapps #selfemployed #solopreneur #businessowner #taxes #taxplanning #retirement

    Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

    Tidepool Wealth Strategies website
    Phillip Smith, CRPC AIF LinkedIn
    続きを読む 一部表示
    10 分
  • Leveraging Technology for Financial Management (co-hosted by ChatGPT)

    Leveraging Technology for Financial Management (co-hosted by ChatGPT)
    2024/08/26

    In this episode, we'll quickly touch on a few different apps that can be leveraged to make managing your finances as a business owner a little easier. Script partially crafted by ChatGPT.

    Mint (now absorbed by Credit Karma), QuickBooks Self-Employed, YNAB and Personal Capital all briefly discussed.

    Talks about financial management, using various apps to help with money management, which ultimately are intended to help streamline processes and tracking for business owners, primarily the self-employed sole proprietor.

    #budgeting #selfemployed #retirementplanning #finances #soleproprietor

    Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

    Tidepool Wealth Strategies website
    Phillip Smith, CRPC AIF LinkedIn
    続きを読む 一部表示
    6 分

あらすじ・解説

Short-form podcast about critical financial planning topics, primarily for the self-employed, but applicable to nearly anyone wanting to be better informed about financial planning, and the ways to be better prepared for retirement. Topics ranging from basic financial education to more complex retirement and financial planning topics, including cash flow, tax planning, risk management and portfolio management.

You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at:
https://www.tidepoolwealth.com/

or by connecting with Phillip on LinkedIn at
https://www.linkedin.com/in/tidepoolwealth/

##############################
//Disclosures://
This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies or Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, and member of FINRA and the S I P C. Cetera is under separate ownership from any other named entity.

Retirement planning. Retirement Advice. Financial Advice. Financial Planning for the Self-employed. Self-employed retirement. Wealth management.

#retirement #money #investing #financialplanning #taxes #taxplanning #selfemployed #solopreneur #soleproprietor #financialplanner #oregon #TidepoolWealth #smartmoney #retirementplans #insuranceplanning #401k #RothIRA #businessowner

© 2024 The Financial Flow
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