CFP and host, Bryan Kuderna, discusses the history of Social Security and the current state of the entitlement before explaining how Social Security benefits get taxed. The episode concludes with several tips to mitigate Social Security taxes in retirement. For more information on Social Security, head to https://www.ssa.gov. This podcast is for in…

Elaine Pofeldt is the author of "Tiny Business, Big Money" and "The Million-Dollar, One-Person Business". She was twice nominated for the National Magazine Award for her work with FORTUNE Magazine. She's a graduate of Yale and focuses on entrepreneurship and solopreneurs. Learn more about Elaine at https://www.elainepofeldt.com. This podcast is for…

Bryan compares Trump's first term including the economic landscape, stock market, global conflicts, and tariff schedule to Trump's second term. He highlights the impact of initial tariffs against China and the Tax Cuts and Jobs Act on the stock market in 2017 and 2018. Many similarities between the two terms and their trade wars can offer insights …

Kate O'Neill is a strategic advisor for Google, Yale, the UN, and more. One of the first 100 employees at Netflix, she teaches leaders how to leverage tech with empathy to maximum value to customers and shareholders. Her new book is titled, "What Matters Next: A Leader's Guide to Making Human-Friendly Tech Decisions in a World That's Moving Too Fas…

Jay Paterno coached for 17 years at Penn State University and is the son of legendary coach, Joe Paterno. Jay is a public speaker, PSU trustee, and author of "Blitzed! The All-Out Pressure of College Football's New Era". We discuss NIL deals, the transfer portal, building a winning culture and team in the modern era, and the future of college footb…

Michael Wolk is a Broadway producer and has written screenplays including "Innocent Blood", produced by Warner Brothers and directed by John Landis, mystery novels such as "The Beast On Broadway" and "Signet". He is currently working on a musical adaptation of "The Pianist" and the forthcoming "The Karate Kid". His performances have been at The Lin…

Margot Machol Bisnow is a writer, wife, and mom from Washington, DC. She spent 20 years in government, including as an FTC Commissioner and Chief of Staff of the President Reagan’s Council of Economic Advisers, and is the author of “Raising an Entrepreneur: How to Help Your Children Achieve Their Dream.” Her book is based on her interviews with ico…

Jeanne Sheehan Zaino is a political science professor at Iona and expert in public opinion and political foundations. Zaino and Kuderna focus on the life and contributions of Sikandar Hayat Khan, a significant yet overlooked figure in the history of India and Pakistan, and its parallels to the American Revolution. The conversation delves into the c…

Henrietta Treyz is the Managing Partner and Director of Economic Policy Research at Veda Partners. She has provided investors with election and economic policy analysis for over 15 years, including COVID-era stimulus bills, US-China trade wars, the Great Recession, and healthcare reform. Previously, Treyz served in the U.S. Senate covering Senate F…

Host, Bryan Kuderna, puts on his CFP hat to discsuss the concept of tax loss harvesting, explaining its significance in investing and tax planning. He discusses how to offset capital gains with capital losses, the importance of understanding capital gains taxes versus income taxes, the wash sale rule, capital loss income tax deduction, and when to …

Mark Matson is the CEO of Matson Money, managing over $11 billion in assets. He is an entrepreneur, author, and innovator in the fields of investing science and financial education. Mark works with over 300 advisory practices across the U.S., Canada, and Puerto Rico. He is the author of "Experiencing The American Dream" and frequent contributor to …

Kuderna provides a comprehensive analysis of the economic agendas of the 2024 presidential candidates, Kamala Harris and Donald Trump. He discusses key economic indicators such as unemployment, inflation, GDP, national debt, and the stock market, setting the stage for a detailed examination of each candidate's proposals. Harris's agenda focuses on …

Bryan discusses the pros and cons of custodial accounts, particularly UTMAs (Uniform Gift to Minors Act). He covers the 2024 gifting limits and lifetime estate tax exemption, restrictions on custodial accounts, and potential tax advantages. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or en…

Stephen Foerster, a professor of finance at the Ivy Business School, discusses various topics related to investing, including the impact of election years on the markets, the importance of having an investment philosophy, and the role of bonds in a portfolio. Foerster shares his personal investment philosophy and highlights the challenges of trying…

Rob Neuner is the founder and CEO of Boost Oxygen, named by Inc Magazine as one of the 500 fastest growing companies in the world. He shares his journey from importing beer from Prague from 1996-2006 before starting Boost, and his experience on Shark Tank landing a deal the deal with Kevin O'Leary. Bryan and Rob discuss business start-ups, managing…

Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the acco…

Bryan Kuderna presents a financial physical, providing 10 benchmarks to help followers assess their financial health. These benchmarks cover topics such as emergency funds, income levels, investment portfolios, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, and net worth. Keywords: fina…

Bernard Chong started by selling shoes in his family's shoe business, World Balance, in the Philipines before becoming an iconic angel investor. He has stakes in ASI Studios, Energy FM, Tim Hortons, RKB Productions, Thirty One Digital, and more. Chong is world-renowned for founding the award-winning Bren Esports (now APBren) organization in 2017. B…

In this episode, Bryan Kuderna discusses the topic of where our tax dollars go. He addresses common misconceptions about student loan forgiveness and explores the biggest line items in the US federal budget. The two largest expenses are Medicare/Medicaid and Social Security, followed by defense spending. He also highlights the significant interest …

In this episode, Bryan Kuderna discusses investing in an election year. He provides an overview of the current political landscape and its potential impact on the stock market. Kuderna also explores the historical performance of the stock market during election years and highlights the influence of the Federal Reserve. He concludes by offering insi…

Steven Benedict is a professional track and field athlete, entrepreneur, author, and philanthropist. He ranked 20th in Nationals in the 200 meter sprint, won the 4x100m at the Penn Relays, and is an Olympic Trials qualifier at 40 years-old. He grew up as a foster child and credits his faith and lessons learned on the track for getting him through a…

Host and Certified Financial Planner, Bryan Kuderna, discusses the importance of protection in personal finance and focuses on insurance and how to pick the right insurance carrier. He emphasizes the need to understand the language and terms of insurance contracts and the importance of planning for unexpected events. Bryan also highlights the diffe…

Jerri Williams, a former FBI special agent, shares insights into the world of fraud and economic crime. She discusses the anatomy of a Ponzi scheme, using the New Era Foundation case as an example. Williams explains how fraudsters manipulate victims and the psychology behind their actions. She also delves into other types of scams, such as advanced…

Bryan explores the stock market and the success of Nvidia. He discusses the basics of stocks, how businesses raise money, and the concept of going public. The episode also explains how investors make money through dividends and capital appreciation. He covers the different ways to track stocks and introduces popular market indexes like the Dow Jone…

In this episode of the Kuderna Podcast, host Bryan Kuderna discusses the concept of IRA maximization. He explains the three legs of the retirement system, which include social security, defined benefit pensions, and private savings. He emphasizes the importance of private savings, particularly through qualified retirement plans like IRAs. Kuderna d…

Jennifer Farrell is a celebrity designer and television host. She became nationally known hosting the long-running series “Find & Design,” and currently hosts the hit shows “Million Dollar House Hunters”, “Find Me a Beach House”, and “Most Amazing Homes.” As the founder of Jennifer Farrell Designs, she’s won many accolades over her career, and her …

Host, Bryan Kuderna, provides a brief summary of the stock market in 2023, including the winners and losers of the year. He shares his outlook for 2024 and economic indicators to look out for, including GPD, unemployment, inflation, and recession. This episode is brought to you by Bryan's new book, "What Should I Do with My Money?", available in pa…

Mark Chalmers is the President and CEO of Energy Fuels, the leading U.S. producer of uranium and an emerging global player in the commercial rare earth business. He has consulted several key industry leaders in the uranium supply sector, including BHP, Rio Tinto, and Marubeni. Chalmers holds a Bachelor of Science in mining engineering from the Univ…

Scott Fulford is a senior economist at the Consumer Financial Protection Bureau and author of The Pandemic Paradox: How the COVID Crisis Made Americans More Financially Secure. Scott Fulford led the development of the bureau's “Making Ends Meet” surveys. His wide-ranging policy and academic research examine the economic shocks people face and how t…

Dave Kerpen is a serial entrepreneur, NYT best-selling author, and global keynote speaker. Through best-selling books like "Likeable Social Media" and "The Art of People," he's become a thought leader in social media marketing and relationship-building. Dave is also the owner and Co-founder of Apprentice, a platform that connects the brightest coll…

I reveal 15 steps to overall success in work and life. These are noted from my personal and professional experiences, and observations from the happiest and most successful people I've collaborated with over my 15-year career. Link to Paul Graham's "How To Do Great Work": http://www.paulgraham.com/greatwork.html This podcast is for informational pu…

Damian Andrews is a renowned business consultant from Australia and the author of "Get The Cheese, Let The Other Mouse Go First". He was a soldier in the Special Air Service Regiment of the Australian Army before becoming a corporate recovery specialist for D'Aloia Handberg and eventually founding his consulting business. He also founded the Family…

Elaine Dezenski is the senior director and head of the Center on Economic and Financial Power at the Foundation for Defense of Democracies (FDD). She has over two decades of leadership in public, private, and international organizations, and is a globally recognized expert and thought leader on geopolitical risk, supply chain security, anti-corrupt…

Britt Frank is a nationally recognized neuropscyhotherapist, trauma therapist, and expert on mental health. She is the author of "The Science of Stuck", named the Top Creativity Book of 2022. Britt is a graduate of Duke University and The University of Kansas, where she is currently a professor. She is known for decoding the brain, using 3 steps to…

Certified Financial Planner™ and host, Bryan Kuderna, discusses the end of COVID-19 related student debt relief, including 0% interest and the repayment pause. He reviews various repayment options, forgiveness plans, and the politics of higher education. Income-Driven Repayment application: https://studentaid.gov/idr/ Department of Education loan c…

Wendy Starland is an American singer, songwriter and music producer from Los Angeles. She has been honored by The Songwriters Hall of Fame; named VH1’s Best Emerging Artist; was featured on Moby’s Grammy nominated album Last Night, has performed around the world and collaborated with some of the biggest stars in music. Starland discovered and devel…

David Sweet has launched columns for The Wall Street Journal, NBCSports.com, and has been a writer for the Los Angeles Times, Classic Chicago Magazine, and more. He is the author of Three Seconds in Munich: The Controversial 1972 Olympic Basketball Final (2019) and Lamar Hunt: The Gentle Giant Who Revolutionized Professional Sports (2010). We cover…

An examination of the tech sector's impact on the stock market decade-by-decade from the 1970's and the mainframe computer up to the Artificial Intelligence of the 2020's and beyond. For more information on the economic influence of big tech, be sure to check out Chapter 6- Tech in Bryan's new book, "What Should I Do with My Money?". This podcast i…

David Jahr is a renowned ghostwriter having worked with five New York Times best-selling authors including renowned doctors, CEOs, and pastors. He's earned an ESPY Award nomination for “Most Inspirational Sports Story of the Year” by ESPN. His most notable project is The Daniel Plan, a collaboration with Pastor Rick Warren, Dr. Oz, Dr. Daniel Amen,…

Renee from the QuotersCast Interviews Shauna Wekherlien aka The Tax Goddess. Shauna has been in practice for nearly 25 YEARS and to date she's saved her clients OVER $1 BILLION dollars in taxable income! Your CPA is Not Telling You These Things! The Tax Goddess's New Book on Amazon: THE 6% LIFE: 7 Strategies That Successful Entrepreneurs Use to Ree…

Registered Index-Linked Annuities (RILA) are the fastest growing segment of the annuity marketplace. Bryan discusses the pros and cons of these new retirement planning vehicles and their popular "buffer" feature. Individuals should review their plans on a case-by-case basis with professional assistance. Please consult your attorney or tax advisor f…

Tom Hall's life is a story about loss, overcoming traumatic events, and an optimistic attitude that keeps leading to the next success. He is a former Army Ranger and Division-1 football player at Iowa State, one of only 3 veterans in the nation to play D1 football. Tom has a BA in political science and an MA in conflict management, and has since ad…

John Coates is a Deputy Dean and Professor of Law and Economics at Harvard Law School. He has served as General Counsel and Acting Director of the Division of Corporation Finance of the Securities and Exchange Commission (SEC), testified before Congress, and provided consulting services to the Department of Justice, Department of Treasury, and New …

Host, Bryan Kuderna, discusses how record US oil production and Electric Vehicle sales are stabilizing the price of gasoline amid inflation, Russia-Ukraine war, and China reopening their economy. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material cont…

Gregg Stebben is the author of 19 books, most recently, "Does Putin Have to Die?: The Story of How Russia Becomes a Democracy after Losing to Ukraine", which he co-authored with Ilya Ponomarev, a former member of the Russian Parliament. In this follow-up interview, Stebben updates us on the Russian invasion, the Wagner Group, Chinese involvement in…

As inflation cools to 3%, Bryan addresses where the 2% target used by most central banks originated, and what could happen if the target was lowered, raised, or removed. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions …

In this, the 14th episode of the QuotersCast your host Renee (Your Wealth & Wellness Advisor), talks to Insurance Agent, Notary, Critical Care Nurse and Former Pro Wrestler - MARK SIAS of https://legaldocprepnotary.com/ and https://mark-sias.mykajabi.com Mark describes himself as a "Renaissance man in a linebackers body." Watch the interview and fi…

Host, Bryan Kuderna, breaks down overall stock market performance for the first half of 2023 and economic indicators for the rest of the year. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not nec…

Joseph VanDusen flies among the best of the best as a former B-2 Stealth Bomber pilot. He was deployed 7 times and tallied up 139 Combat Missions on his way to being named B-2 Pilot of the Year in 2014 and winning the B-2 Aircraft Commander of the Year award in 2015. Joseph is now an entrepreneur, author, and well-known personal development speaker…

In this the 13th episode of the QuotersCast your host Renee (Your Wealth & Wellness Advisor) talks to SEO Expert For Advisors & Small Businesses Brandon Leibowitz of SEOoptimizers.comBy Wikiquoters Media