Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 10 October 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How do I make my best financial moves before year end? We'll help you begin the final quarter of the year on a high note, with great advice from two titans: Barbara Corcoran and Ed Slott. Ed will kick things off by helping us all rethink tax planning, then Barbara Corcoran will help you launch or reboot your business. Even if you aren't worried about tax planning yet OR thinking about starting a business, listening to these two experts who've nailed the art of succeeding in what you do will be a great use of time so that you're ready for these moves in the future.

But that's not all...then we'll answer Debi's question about saving for a down payment on a home and whether she should save to her traditional or Roth 401k. And of course, Doug will share his trivia.

You'll find show notes for this episode at www.stackingbenjamins.com/barbara-corcoran-1261.

Deeper dives with curated links, topics, and discussions are on our newsletter, The 201, available at StackingBenjamins.com/201.

Enjoy!

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Transcript

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0:00.0	Hey, fellas, it's Monday, and that means we raise our glass today.
0:04.2	I have the Ferrari mug celebrating the fact that we are the Ferrari of Basement-based
0:08.8	podcast.
0:09.8	Mine is, I do something called whatever the fuck I want.
0:17.1	And I'm sporting the brown trout and no, that's not a ephemism for anything.
0:23.7	All right, we're going to redo all that.
0:26.8	Why are we going to redo it?
0:28.4	No, why are we redoing it?
0:30.1	That's good.
0:31.1	Okay, all right.
0:32.1	All right.
0:33.6	So.
0:34.3	Semper five Marines.
0:35.9	Yes.
0:36.1	And Navy people.
0:37.3	On behalf of the men and women making podcast of Mom's Basement and the men and women
0:42.6	at Navy Federal Credit Union, big salute goes out to our troops, keeping us all safe.
0:48.2	Let's all go stack some Benjamin's together, shall we?
0:51.2	What a filthy job.
0:53.9	Could be worse. How. Could be worse.
0:55.2	How?
0:56.3	Could be rainy.
	...

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