Welcome to “Teaching Tax Flow: The Podcast”, the show that’s all about demystifying taxes and helping you keep more of your hard-earned income in your pocket. Hosted by tax experts from the Teaching Tax Flow team, this unfiltered (but clean) podcast is designed to empower you with the knowledge and tools you need to confidently navigate the world of taxes. We’ll cover everything from understanding tax laws and regulations to maximizing deductions and credits. In each episode, we’ll break dow ...
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Teaching Tax Flow Podcasts
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Cash Flow Guys | Real Estate Investing & Cashflow Ideas - Inspired by Robert Kiyosaki / Rich Dad Poor Dad
Tyler Sheff
Have you ever considered getting involved in Real Estate Investing? Learn to Earn passive income with the CashFlow Guys as we discuss what we have learned as real estate investors, entrepreneurs and former employees. We talk about the specific steps we took to build our passive income to exceed our expenses therefore being able to “escape the rat race” in real life and no longer need a traditional “job”. Our podcast covers a wide range of topics that all investors should learn including Self ...
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Please take a moment to see if this resonates with you. For 20+ years, I put mine and my client's money into mutual funds. The risk and uncertainty were a constant stress. In 2002, then again in 2008, markets lost about half their value. Were you or someone you know stressed out and frustrated? I was! More than a decade ago, I committed to find a more certain, predictable, and safe way to build wealth before another drop happened again. I found it in the risk management part of my business. ...
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Welcome to the Physicians and Properties Podcast, where we teach you how to leverage real estate investing to be happy and free in the hospital and at home. I am your host, Dr. Alex Schloe. Each week, we will bring you expert interviews and life-changing insights from incredibly successful physicians, healthcare workers, and real estate investors who have realized that investing in real estate can provide you the freedom to practice medicine and live life how you want. Listen in as we explor ...
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Financial success as an entrepreneur isn’t about a $20k month or a million-dollar year — it’s about what your revenue can do for your life. Working two days a week, buying your dream home, retiring your partner, starting a second business, or caring for your parents — those are Sexy Money Goals. On this show, Sydney Conway, Money Maven and Kristen, her dime-piece bestie and team member teach you how to think about your differently so it can work to achieve your Sexy Money Goals, not just hit ...
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Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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What's your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors' commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
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In this episode, Chris Picciurro, CPA, and John Tripolsky break down the IRS’s brand-new form: Schedule 1-A (Form 1040), created to handle new deductions introduced by the One Big Beautiful Bill Act (OB3). Starting in the 2025 filing year, millions of taxpayers will use this form to claim deductions like No Tax on Tips, No Tax on Overtime Pay, Auto…
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Green Energy Investments: Structuring Deals and Managing Legal Risk
5:21
5:21
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5:21Send us a text In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we dive deep into how investors structure and de-risk opportunities in the fast-growing green energy and materials sectors. Our speaker explains how off-take agreements, royalty structures, and contract-backed revenue streams can de…
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The IUL Illusion: What Kyle Busch’s $8.5M Loss Teaches About Real Financial Freedom
30:13
30:13
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30:13Do you want to learn how to build a financial system that generates passive income without relying on Wall Street? In this episode, Russ and Joey share their monthly passive income report, revealing the strategies they use to generate consistent, reliable cash flow without relying on traditional financial systems. They also share actionable steps o…
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How The Right Mindset And Community Can Build Lasting Wealth With Dr. Alex Schloe
8:16
8:16
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8:16🎙️ Welcome back to another powerful episode of The Physicians and Properties Podcast with host, Dr. Alex Schloe. 💡 What if real estate and entrepreneurship weren’t the ultimate goals—but the vehicles to create freedom? In this solo episode, Dr. Schloe goes beyond cash flow and cap rates to uncover the true foundations of financial freedom: mindset …
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Why Family Offices Are Moving to Puerto Rico: Inside Act 60 Tax Advantages
3:03
3:03
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3:03Send us a text In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages. Our guest breaks down how Act 60 (formerly Acts 20 & 22) provides extraordinary benefits — including zero tax on capi…
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Round Table | How to Build Passive Income with the Passive Income Operating System (Step-by-Step)
26:58
26:58
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26:58Are you tired of working harder for your money and never feeling truly free? In today's conversation, the financial coaches break down why making more money isn’t enough. Instead, you need a proven system that can turn your active income into passive income and help you achieve financial freedom. The discussion highlights why relying on random fina…
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Send us a text Richard C. Wilson, Founder & CEO of the Family Office Club, the world’s largest investor community ,shares why today’s market feels like a daily IQ test for every founder, investor, and dealmaker. As Warren Buffett famously said, “When the tide goes out, you see who’s been swimming naked.” Right now, inflation, AI hype, and shifting …
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Advanced Investment Structures: How Family Offices Protect & Multiply Wealth
5:06
5:06
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5:06Send us a text In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth. From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you’ll hear h…
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Bridging Generations: How Family Offices Build Legacy & Teach the Next Gen
8:15
8:15
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8:15Send us a text In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations. From teaching children about finance and investing at an early age to int…
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Is Airbnb Dead? What Most People Get Wrong About STRs with John Bianchi
32:41
32:41
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32:41Managing a short-term rental can feel overwhelming, especially with all the market myths out there. In this episode, John Bianchi joins Russ and Joey to break down why Airbnb is far from dead and how to strategically position your rentals for maximum profitability. John dives into what makes a property desirable, the importance of amenities, and ho…
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Hoarding, FOMO, and Zcash: A Private Bitcoin
21:52
21:52
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21:52What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In this episode, David explores why that is, and shares why he recently bought Zcash, and how it’s both similar to and different from Bitcoin. Email New…
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How To Build Wealth And Impact Through Senior Living Development With Dr. Alex Schloe And Ryan Byrne
51:33
51:33
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51:33🎙️ Welcome back to another impacting episode of The Physicians and Properties Podcast with hosts Dr. Alex Schloe and Ryan Byrne. 💡 What if your path to freedom didn’t mean chasing more deals—but aligning purpose, people, and profit in one of the most resilient asset classes in America? In this episode, Dr. Alex and Ryan pull back the curtain on The…
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Special Announcement: The Family Office Formula — 4-City Event Series for Ultra-Wealthy Investors
2:16
2:16
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2:16Send us a text Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy. Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors sharing 50 …
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Inside the Family Office Mindset: Structure, Strategy & Building Real Relationships
8:54
8:54
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8:54Send us a text Recorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities. This conversation reveals what investors a…
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In Episode 159 of the Teaching Tax Flow Podcast, hosts John Tripolsky and Chris Picciurro, CPA, tackle one of the most talked-about provisions of the One Big Beautiful Bill Act (OB3).. No Tax on Tips rule. This episode cuts through the noise to clarify what “no tax” really means, who qualifies, and how tipped workers and self-employed individuals c…
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Round Table | Forever Income: What Michael Jordan Taught Us About Passive Cash Flow
32:54
32:54
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32:54What comes to mind when you think about the Jordan brand? In today’s episode, the financial coaches explore how to build streams of income that last beyond your lifetime, just like Michael Jordan’s legendary brand. They dive deep into the mindset shift needed to create streams of income that continue after you’re gone. Instead of focusing on accumu…
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How Smart Investors Create Value in Every Deal
5:44
5:44
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5:44Send us a text In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest. From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversati…
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How Elite Investors Build Deal Flow Without Brokers (And Find Value Where Others Don’t)
6:47
6:47
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6:47Send us a text Recorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook. Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment o…
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The Hidden Secret to Scaling Multiple Businesses (No More Chaos!) with Joshua Kalinowski
31:40
31:40
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31:40Managing a business is challenging. It's even more difficult when you're juggling multiple ventures. How do you break free from the chaos and scale effectively? In this episode, Joshua Kalinowski joins Russ and Joey to share the secret to scaling multiple businesses without the chaos. From real estate to roofing, Joshua reveals how his company evol…
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How AI gets simple finance wrong, and how to make it work for you, not mislead you Topics covered include: How AI ignores the time value of money A detailed example of ChatGPT misleading by making a simple math mistake Some examples of opportunity costs and sunk costs when making financial decisions Understanding how AI works can help us use it mor…
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Bonus Interview: Inside the Mind of a $10B Hedge Fund CEO | George Hall of Exchange Place
32:09
32:09
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32:09Send us a text In this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund. They dive deep into: - How structured notes and securitization are evolving - The democratization of alternative investments after the JOBS Act - Why deal structure often mat…
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How To Invest Overseas For Cash Flow, Appreciation, And Freedom With Mikkel Thorup
52:16
52:16
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52:16🎙️ Welcome back to another eye-opening episode of The Physicians and Properties Podcast with host, Dr. Alex Schloe. 💡 What if your real “plan B” for freedom wasn’t more clinic shifts—but a second residency, offshore assets, and cash-flowing property abroad? In this episode, Alex sits down with Mikkel Thorup—founder of Expat Money and a veteran glob…
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Ep. 158 | Material Participation Demystified
29:11
29:11
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29:11In this Episode of the Teaching Tax Flow Podcast, hosts Chris and John are joined by Jeremy Wells, PhD, CPA, EA, to unravel one of the most misunderstood areas in tax strategy — Material Participation. Jeremy, known for blending his academic background with real-world tax expertise, breaks down what truly defines material participation and why it m…
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Send us a text Recorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees. You’ll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and i…
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Round Table | Why Debt Freedom Doesn’t Equal Financial Freedom (The Missing Step to Passive Income)
30:59
30:59
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30:59Debt freedom is often seen as the ultimate goal, but is it really the key to financial freedom? In this episode, the financial coaches dive into why eliminating debt doesn’t automatically lead to true financial independence, and how the journey to wealth requires more than just paying off what you owe. They discuss how the “debt-free” mindset can l…
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