0:00:00 – Who We Are

00:16:18 – Jon Spencer interview

Opening: How are gas prices set?
4:10 – How global economics factors in to price
7:35 – How does it affect my budget?
13:00 – Doing research/asking experts is important!
14:30 – Don’t blindside your planner
18:30 What do you want to know about?

The team has a fireside chat to discuss some pertinent topics that come up as financial planners.
How does one come to trust a planner? What does it mean to each of the No BS Wealth team? If someone were to do this on their own, what would like that look like? What are daily struggles as planners?

This is a side conversation from a longer episode series out next month on the Ukraine Russia War and how it effects the market, how trading can predict certain disruptions and more.

2:35 What is Brian’s goal as a CPA?
4:30 What do people miss on taxes
8:25 Tax code constantly changes
15:30 What our tax code encourages
23:10 Are audits that scary?
24:25 Child tax credit
26:40 Children in your business
29:35 Commercial Real Estate Tax Breaks
30:40 Depreciation
33:55 Switching Roths
38: Augusta tax hack
44:20 Summary of Advice

#short #shorts #taxrefund #wealth

There are layers of complexity to doing your taxes. A lot of money is at stake when it comes to doing them correctly, not to mention the legality behind it. The NoBS Wealth team is here to simplify, break down what you should and shouldn’t be doing, and clarify any confusion you may have around taxes.

Some topics include: Should you get a refund? How do you lower your refund amount and get more back each month? What your CPA should be doing, what the IRS will and won’t do, and how to deal with them.

#shorts #moneymindset #wealth

On this episode we explain Black Mammoth, our wealth management entity, in its entirety.
We go over budget reconciliation, cashflow optimization, debt analysis, employee benefits, our costs, and much more.

We both explain things you can do now to help build your wealth, and things we can do if you were to work with us. Reach out for more information!

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.

#shorts #realestate #investing

How much do you know about Individual Retirement Accounts? How do you contribute? How much can you contribute? What’s the difference between traditional and roth? How do Self-Directed’s work? What are ways to pull money out without getting penalized? There’s a lot of complicated in’s and outs when it comes to it and your wealth is at stake. That’s where we come in.

Follow us on socials: @NoBSWealth

Hear from our third guest and Black Mammoth’s newest member of the team, Lyndsey Monahan.

In this podcast episode you’ll get know her through her humble beginnings on a Turkey farm in Illinois, eight years of experience as a licensed financial professional, and how what she learned in the computer programming world led her to where she is today.

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.

Derren Burrell, Lieutenant Colonel (Retired) has over 27 years as a professional financial manager in both public and private sectors. He is the Founder & President of Veteran Ventures Capital, an investment and consulting firm focused on scaling veteran-owned businesses. In this capacity he oversees all aspects of the company operations and fund management.
Time stamps:
2:25: Background on Derren, childhood and military experience
6:00: Managing money in the military, Air Force lessons
8:30: Starting a second career in the private finance industry
13:10: Going full time, what he’s learned
16:00 :What is Venture Capital? Who do they work with?
19:30 Bridging the gap for veterans – what they do
23:50 How do people invest? How do you get the returns you’re looking for?

Do you budget? How do you feel about it? Do you have any goals around budgeting in 2022?
Join us as we discuss all the in’s and out’s of budgeting. This includes:
-The definition of budgeting
-Where do you start?
-What’s coming in?
-How do you trim?
-How do you earn more?
All of that and more is discussed in this episode. Thank you for listening!

New year resolutions done right. We discuss:
Hiring a financial planner
Listening to a previous episode
Gathering necessary information to understand your finances
Comparing 2021 to 2020
Making adjustments
Hiring a financial planner!!!

These are short snippets of true stories from our NoBSwealth team that they have experienced over the years in the financial industry. These are meant to enlighten, inform, and entertain. Feel free to comment yours!
Follow us @nobswealth on Insta/TikTok/Twitter

Join us as we discuss things to consider at the end of the year to help build wealth into the new year.
00:00 intro
2:50 How to close out the end of the year
7:00 Remaining happy, fun accounts, living in the now
8:30 Keeping an eye on interest rates, good vs bad debt
12:20 Employee benefits
13:20 Taking time to reflect
25:40 Where the market is at
29:40 Should you invest now?
33:00 Inflation concerns
40:00 Trinity, commercial real estate
48:00 Advice going into the new year
49:00 Money mindset 2022 and beyond

Join us as we have our first guest, Sheryl Hickerson: CEO of Females and Finance.

We discuss her background, what Females and Finance was born out of, abundance vs scarcity, inclusivity, empathy, why people have been avoiding hiring professionals and much more!

https://femalesandfinance.com/

https://femalesandfinance.com/basic-membership-registration
code: NOBSWEALTH – first ten to sign up get a free community+ membership!

More information about Females and Finance below:

Females and Finance™ provides a vetted ecosystem for our members, sponsors, partners, and pledged firms who are committed to our mission of mentoring, training, hiring, and advance women in our profession through our Fearless Pledge™. These like-minded professionals present across different companies, states, and financial sectors and bring access to training and education on a variety of topics, as well as exposure to financial organizations who are dedicated to moving the needle on feminine and diverse talent and their success, too.

Founded in 2018, Females and Finance™ started as a special interest group around the idea of recruiting, training, and advancing women in financial services and financial technology. Today, it now serves more than 3,100 professionals by providing the most user-friendly and professional platform to host networking, training, and educational events focused on business development, practice enhancement, and entrepreneurship support.

How important are wills and trusts? What are common misconceptions around them? Why should you use a CFP? We also discuss industry bullies, self directives, HSA’s, IRA self directed concepts, and much, much more.

The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.

What is Trinity Investment Firm? Why commercial real estate? What’s our secret sauce? What is a cap rate and how do we adjust it? How has COVID-19 affected the industry? All of that and more will be discussed in this episode.

The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.

What is Black Mammoth? What services do we offer? Take the journey with us in this episode as we walk through how we talk to clients about budgeting, investing, business planning, portfolios, and much, much more.

The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.

Follow us on social media:
@NobsWealth
@blackmammoth_
@trinityif_

Get to know Lisa Grefe. a Wealth Management Advisor at Black Mammoth. She talks about her college experience which includes her journey to becoming a professional soccer player. In this episode she will dive into her 15+ years of experience in the education, sports business, HR sectors and how she landed at Black Mammoth.

The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.

Get to know Ryan Hall, Wealth Management Associate at Black Mammoth. He talks about his upbringing, his experience as a college athlete and how it shaped him. He also dives into his philosophy of helping people manage their money and how he came into this position at Black Mammoth.

The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.