सर्वश्रेष्ठ Business Advisors पॉडकास्टस (2024)

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Ep 173 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 2 (Prep for Wave Week 2023 Replay) 38:15

2d ago38:15

38:15

Send Rita a text with your thoughts! Prep for Wave Week is just 3 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this second of a 2-part series, I've opened the floor for travel advisors like you to ask Miguel some of their top questions about E&O Insurance a…

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Unlocking Business Opportunities: The Power of Buyer Searches 16:44

4d ago16:44

16:44

Welcome back to the Apex Business Advisors podcast! This week, Andy is joined by the industry titan, Debbie Small, who brings an impressive array of credentials, including multiple national awards from the IBBA and Apex. Debbie shares her expertise on the intricate process of buyer searches, a strategy she believes is the best way for buyers to fin…

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Can You Use a 1031 Exchange for Property Flips Under One Year? 50:55

13d ago50:55

50:55

In this episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., we dive into essential real estate investment strategies and tax implications for property owners. Discover why selling a rental property to your LLC is considered a prohibited transaction and learn how to protect capital gains from your pr…

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Ep 172 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 1 (Prep for Wave Week 2023 Replay) 44:11

9d ago44:11

44:11

Send Rita a text with your thoughts! Prep for Wave Week is just 10 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this first of a 2-part series, I'm asking Miguel some of the most pressing questions about E&O Insurance and what travel advisors need to know wh…

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Selling a Business: Bad Idea #5,038 14:50

11d ago14:50

14:50

Welcome back to the Apex Business Advisors podcast! In this episode, Doug shares insights on why buying unnecessary equipment or inventory to reduce taxes can backfire, especially if you plan to sell your business soon. For more expert advice and resources on selling or buying a business, visit kcapex.com. Whether your business is valued at $50,000…

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Ep 171 Tips for Trade Show Success with Stephanie Gries 43:28

16d ago43:28

43:28

Send Rita a text with your thoughts! I'm super excited to welcome Stephanie Gries from Travefy to the podcast! This has been a long time coming, as we personally first connected at the end of last year over a common interest-trade shows :) Inside this episode you'll find tips both for attending trade shows AND being a vendor at trade shows, especia…

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Navigating Business Sales: Asset vs. Stock Sales Explained 23:12

18d ago23:12

23:12

In this episode, we dive into recent business closings, including a landscape equipment dealer and a local salon, discussing the complexities faced during these transactions. Our main focus is on the key differences between asset sales and stock sales. We cover tax implications, risks, and benefits for both buyers and sellers, along with the import…

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1031 Exchange for Real Estate Investors (HUGE TAX SAVINGS!) 47:59

20d ago47:59

47:59

Today Clint Coons, Esq., speaks with Aaron Kancevicius, the Lead 1031 Advisor/Director of Lending at Plenti Financial. Aaron takes us through the ins and outs of navigating the IRS’ 1031 exchange guidelines for investment properties. Aaron and Clint discuss the essentials of setting up a 1031 exchange, the importance of consulting with a CPA, and t…

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Ep 170 5 Creative Ways to Celebrate Culture in Your Travel Business 26:22

23d ago26:22

26:22

Send Rita a text with your thoughts! It's Hispanic Heritage Month and I'd be remiss if I didn't 1-mention it and 2-share some ways that you could also share your own culture, or a culture that you appreciate, within your travel business. In this episode, I share: · The importance of appreciating culture, not appropriating it · How I have shared my …

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Planning Your Financial Future: Insights from Mitzi Swaffer 20:27

25d ago20:27

20:27

Welcome to the latest episode of the Apex Business Advisors podcast! We pick up our conversation with Mitzi Swaffer from MS Financial. Mitzi brings her expertise to discuss the importance of planning your financial future and preparing for a successful business exit. In this episode, Mitzi shares unique insights on the differences between financial…

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Strategies to Reduce Your Tax Liability as a Real Estate Flipper 1:12:28

27d ago1:12:28

1:12:28

In this episode of Tax Tuesday with Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., the pressing tax questions from listeners have a special focus on real estate issues. They dive into the complexities of tax benefits for short-term and long-term rental properties, addressing specific monetary scenarios. Toby and Eliot also e…

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Ep 169 Overcoming Marketing Challenges: Insights from a Travel Advisor Survey 42:47

30d ago42:47

42:47

Send Rita a text with your thoughts! A recent article by Travel Age West mentioned that social media is now the top marketing channel for travel advisors and it had me a little skeptical. I'm sharing my thoughts on the article and some of the other surprising stats they recorded. In this episode, I share: · How you need more than just social media …

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Navigating Business Sales and Retirement Planning with Mitzi Swaffer 17:33

1M ago17:33

17:33

In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners. Mitzi delves into her background…

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Renting Out a Property Without An LLC 24:59

1M ago24:59

24:59

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Brent Nagy, a highly accomplished real estate investor with over 20 years in the industry. Brent, who retired by the age of 40 with a portfolio of more than 50 cash-flowing properties, shares his expertise around the critical importance of proper asset protection, cau…

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Ep 168 Money Making Activities for Travel Business Owners 35:01

1M ago35:01

35:01

Send Rita a text with your thoughts! Stumped on what activities actually help make you money in your travel business? Tune in for tips on building a robust network, offering great service, and making key sales connections. In this episode, I share: · A walk down memory lane of how businesses before computers made money · The difference between dire…

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Selling a Business: Lost Days 30:52

1M ago30:52

30:52

Welcome back to the Apex Business Advisors podcast! In this episode, we discuss the intricacies of business transactions, focusing on efficiency and the impact of lost days. We examine a lengthy liquor store deal in depth, highlighting challenges such as managing multiple buyers, non-responsive attorneys, IRS liens, landlord approvals, and the impa…

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What Is The Best Way To Avoid Estate Taxes? 1:09:33

1M ago1:09:33

1:09:33

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., answer listener questions with a focus on various strategies for minimizing estate and income taxes. You’ll hear about how to use non-profits or irrevocable trusts to avoid estate taxes, structuring an assisted care business with asset protection strategies, and setting up single-member LL…

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Ep 167 How to Know You're Making the Right Business Investments 30:50

2M ago30:50

30:50

Send Rita a text with your thoughts! This episode was inspired by my summer focus group. I wanted to share my thought process of what I think about when I'm contemplating making an investment for my business. This is not a definitive guide, and I am not a financial expert. Please remember to consult any financial decisions with the appropriate peop…

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When Buyers and Bankers lose their voice 18:49

2M ago18:49

18:49

In this episode, Andy and Doug dive into the complexities of business closings, sharing recent challenges and successes. Andy recounts his recent frustrations of delayed closings, while they both highlight the impact of poor communication from bankers and buyers. They discuss successful deals, including a heating and air business, a port-a-potty co…

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Ep 166 7 Practical Reasons to Charge Fees as a Travel Advisor 28:39

2M ago28:39

28:39

Send Rita a text with your thoughts! This episode was a shower inspiration, especially after hearing how apprehensive so many travel advisors were to make a sustainable income :) Discover how implementing fees can cover essential expenses and bring peace of mind to your entrepreneurial journey. In this episode, I share: · Why you can't compare trav…

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Best of Episode: Profile Perfection and Storytelling Success using LinkedIn with Jason Terry 17:37

2M ago17:37

17:37

In this episode, we dive into the essentials of optimizing your LinkedIn profile and leveraging the platform for business growth. Our expert guest, Jason Terry a seasoned LinkedIn trainer, shares invaluable tips on creating the perfect profile picture, crafting an engaging bio, and utilizing LinkedIn's features to their fullest potential. Learn why…

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The $100K+ Retirement Plan You Need to Know About 49:05

2M ago49:05

49:05

In this episode of Anderson Business Advisors, Toby Mathis, Esq., speaks with Jeff Mason and Chris Hammond from Redwood Retirement on the intricacies of $100,000+ cash balance retirement plans, focusing on how innovative solutions can benefit business owners. They explore the key aspects of these plans, including what can be paid and deducted, the …

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How The Federal Pivot Could Shake Up The Stock Market: Are You Ready? 29:10

2M ago29:10

29:10

In this episode, Toby Mathis, Esq., of Anderson Business Advisors welcomes Erik Dodds- a seasoned financial planner, fiduciary, and active trader. Together, they delve into the anticipated pivot of the Federal Reserve from a hawkish to a dovish stance and its potential impacts on the market. Erik provides an in-depth analysis of historical trends a…

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How to Save Taxes When Flipping Houses 1:08:44

2M ago1:08:44

1:08:44

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., answer listener questions with a focus on optimizing tax outcomes for real estate investors and crypto enthusiasts. We explore strategies for handling income through complex entity structures, such as using an LLC and a C-corp to manage staking income and fund a 401(k). We also discuss the…

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Ep 165 Business Lessons from the Olympics 35:45

2M ago35:45

35:45

Send Rita a text with your thoughts! In my attempt to not let the Olympic spirit die down too quickly, I recorded some of the business lessons I noticed from the sportsmanship at this year's games. As you may know, everything is a learning opportunity to me, so I'm sharing my notes and findings with you. Hoping this gives you a travel business boos…

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Best of Episode: Mastering Business Connections using LinkedIn with Jason Terry 18:22

2M ago18:22

18:22

In this insightful episode, Doug invites LinkedIn expert Jason Terry to discuss the transformative power of LinkedIn for businesses. Jason shares his unique journey from IT to sales and how LinkedIn became an essential tool in his success. The episode dives deep into the importance of maintaining a strong LinkedIn presence, the benefits of regular …

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Why Savvy Investors Use Land Trusts for Real Estate Investments 30:03

2M ago30:03

30:03

Today Toby Mathis, Esq. speaks with Lauren Robins, Esq., a senior real estate attorney with Anderson Advisors, about helping savvy investors use land trusts in the right scenarios. Lauren explains how land trusts act as a versatile tool for investors, likening them to a ‘Swiss army knife’ due to their broad range of applications. We explore what la…

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Ep 164 Alternative Ways to Be Successful in the Travel Industry 1:00:03

2M ago1:00:03

1:00:03

Send Rita a text with your thoughts! The Alternative Careers in Travel Audio Series went live this past Wednesday :) Listen in to discover how to be successful in your current travel career, ways to monetize additional revenue streams for your travel business, or if you should transition to a different career. This is a longer episode than normal, …

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Know Your Broker: Tina Youngblood 23:33

2M ago23:33

23:33

In this episode, we sit down with Tina Youngblood, a seasoned professional transitioning from a high-stakes corporate M&A background to a brokerage role at Apex. Tina shares her journey through corporate America and the startup world, revealing the challenges and politics that led her to seek a more fulfilling career. Discover the pivotal moment th…

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Starting A Charity? 8 Differences Between Public Charities and Private Foundations To Help You Decide 33:21

2M ago33:21

33:21

Today Toby Mathis, Esq. speaks with Karim Hanafy, Esq., a leading expert on non-profit law at Anderson, to explore the intricacies of starting and managing a charity, be it a public or private organization. Karim shares invaluable insights on navigating IRS regulations, the differences between public and private charities, and the implications of d…

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Can I Take A Loss On My Rental Property If I Sell It? 59:20

2M ago59:20

59:20

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions including - how gains from crypto investments are classified as either ordinary income or capital gains. For property sales, we explore strategies to avoid capital gains tax, such as donating to a private foundation, and we clarify the impact of marriage timin…

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Ep 163 7 Things I've Learned About Navigating Entrepreneurship in 2024 44:44

2M ago44:44

44:44

Send Rita a text with your thoughts! I'm baackkkk :) After an amazing Summer Series, I wanted to share some of my biggest learnings in the first seven months of the year. I'm hoping that on top of a good chuckle, you can get some inspiration and motivation to crush these last 5 months of the year....eeee...can't believe I just said that...5 months?…

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Death by a Thousand Paper Cuts: Navigating Perceptions in Business Deals 16:36

2M ago16:36

16:36

In this episode, we dive deep into the intricacies of business negotiations and how minor issues can accumulate, creating significant hurdles. Our hosts share a real-world example of a deal fraught with small but impactful challenges, including software ownership, training commitments, and non-compete clauses. We discuss the importance of perceptio…

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Ep 162 How to Sell More River Cruises with Diane Frisch (6/6) 42:39

3M ago42:39

42:39

Send Rita a text with your thoughts! Welcome to the sixth episode in the Summer Selling Series. Diane Frisch, Founder of Diane Frisch Destinations, is our guest and we're touching on all things river cruising. If you're a travel advisor wanting to sell more river cruises, you're in for a treat from the 2024 ASTA River Cruise Travel Advisor of the Y…

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Unlocking Business Value: The Power of Storytelling with Byron Ginsburg 25:14

3M ago25:14

25:14

Welcome back to the Apex Business Advisors podcast! In this episode, host Andy Cavanaugh and Doug Hubler discuss recent business closings, including a notable deal in the durable medical equipment industry. They explore the complexities of business transactions, landlord challenges, and screening potential buyers. Special guest Byron Ginsburg, an e…

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2024 Real Estate Market Outlook Year-End Opportunities Revealed 33:33

3M ago33:33

33:33

In this episode, Toby Mathis of Anderson Business Advisors welcomes Neal Bawa back to the show for another eye-opening appearance. Neal is the founder and CEO of Grocapitus, a commercial real estate investment company, and CEO of MultifamilyU, an apartment investing education company. Neal reports some jaw-dropping stats: 18 million families are pr…

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How to Find A Mentor For Your Business and Life 49:18

3M ago49:18

49:18

In this special bonus episode of "Business and Life Advice with Ataande & Advisors," we dive into an insightful archived interview where Achumboro Ataande sits down with Chukwuebuka Uyanwa. Together, they explore the crucial topic of finding and keeping the right mentor. Drawing from their rich experiences, they discuss the importance of mentorship…

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The Best Options To Save on Taxes After Selling Your First Flip 1:09:53

3M ago1:09:53

1:09:53

Welcome to another episode of Tax Tuesday. Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions around various tax and business strategy questions. Topics include the active vs. passive income classification for S-corp distributions in a physical therapy home health business, the optimal timing for cost segregat…

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Ep 161 How to Sell More Trips to Cuba with Danielle Linares (5/6) 39:00

3M ago39:00

39:00

Send Rita a text with your thoughts! Welcome to the fifth episode in the Summer Selling Series. Danielle Linares, Founder of Absolutely Cuba, is our guest and we're touching on all things Cuba. If you're a travel advisor wanting to sell more of this destination, you're in for a treat. In this episode, we share: · How Americans have been able to leg…

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Buying a Business: What to expect of your broker and what your broker expects of you 26:59

3M ago26:59

26:59

Welcome to another episode of the Apex Business Advisors podcast! Join hosts Andy Cavanaugh and Doug Huber as they explore managing expectations between business brokers and buyers. They discuss the importance of regular contact, understanding broker roles, and clear communication. Andy and Doug celebrate recent deals, share stories from the broker…

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The Power of Using Money Twice To Invest in Real Estate Strategy 38:19

3M ago38:19

38:19

Today Clint Coons, Esq., speaks with Christian Allen and Rod Zabriskie from Money Insights about the strategic use of life insurance policies for real estate investments. Learn how to maximize your financial resources by putting money to work through optimized contributions and leveraging the tax-free advantages of life insurance. Explore the flexi…

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How to Effectively Choose Your Business Model, Revenue Streams & Pricing Strategies | Ep. 9 27:52

3M ago27:52

27:52

In this insightful episode of "Business and Life Advice with Ataande & Advisors," our CEO Achumboro Ataande answers a series of pressing questions from Hajaru Baba Dua, the founder of DUAH, a sustainable African fashion brand. Tune in as we delve into effective business models, innovative revenue streams, and strategic pricing to help DUAH reach it…

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Ep 160 How to Sell More Trips to Hawaii with Kristi Emo (4/6) 48:56

3M ago48:56

48:56

Send Rita a text with your thoughts! Welcome to the fourth episode in the Summer Selling Series. Kristi Emo, Founder of Your Dream Escapes, is our guest and we're touching on all things Hawaii. If you're a travel advisor wanting to sell more of this destination, you're in for a treat. In this episode, we share: · An overview of the six islands you …

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The Curious Case of the Unsolicited LOI 26:44

3M ago26:44

26:44

The episode also explores the unsolicited LOI, highlighting red flags and potential scams in brokerage. Andy and Doug dissect the LOI, discussing buyer tactics and the importance of professional intermediaries for protecting sellers. They explain how to qualify serious buyers and ensure smooth business transactions.…

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How to Grow Your Business With Digital Marketing & Personal Branding | Ep. 8 35:31

3M ago35:31

35:31

Welcome to another episode of "Business and Life Advice with Ataande & Advisors." In this episode, our CEO and founder, Achumboro Ataande, is joined by Ron Gold to explore the transformative power of digital marketing and personal branding in growing your business. Whether you're a seasoned business owner or just starting out, this episode is packe…

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How To Use Your Self-Directed IRA For Real Estate Investing 1:04:44

3M ago1:04:44

1:04:44

Today, attorneys Toby Mathis, Esq., and Amanda Wynalda, Esq., delve into listener questions around topics like the benefits of LLCs for real estate investors, income-shifting tactics, and the implications of the Tax Cuts and Jobs Act on small business owners. The conversation also delves into the complexities of Qualified Business Income (QBI) dedu…

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Investing with Confidence: Kevin Simpson on Covered Calls and Elections 30:34

3M ago30:34

30:34

Have you ever worried about protecting your wealth during a volatile election year? Wondering what the rest of 2024 holds for the market? In this episode, Toby Mathis, Esq. chats with Kevin Simpson, founder and chief investment officer of Capital Wealth Planning, LLC. Kevin is a $10.3 billion wealth management expert, and shares insights from his b…

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Ep 159 How to Sell More Trips to Mexico with Lori Gold (3/6) 41:58

3M ago41:58

41:58

Send Rita a text with your thoughts! Welcome to the third episode in the Summer Selling Series. Lori Gold, Founder of Explore More Mexico, is our guest and we're touching on all things in the Riviera Maya Mexico. If you're a travel advisor wanting to sell more of this destination, you're in for a treat. Special note--please keep Lori and our friend…

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7 Insights from Reading my 100th Book this Year | Business and Life Advice with Ataande & Advisors 27:26

3M ago27:26

27:26

Welcome to another episode of "Business and Life Advice with Ataande & Advisors." I'm Achumboro Ataande, CEO and founder of Ataande & Advisors, and in this episode, I'll share seven impactful insights from the last 100 books I read this year. These lessons have shaped my approach to business, leadership, and personal growth, and I'm excited to shar…

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Ep 158 How to Sell More Trips to Colombia with Ana Yacaman (2/6) 47:00

4M ago47:00

47:00

Send Rita a text with your thoughts! Welcome to the second episode in the Summer Selling Series. Ana Yacaman, Co-founder of The Best of Cartagena, is our guest and we're touching on all things Cartagena and Colombia. If you're a travel advisor wanting to sell more of this destination, you're in for a treat. In this episode, we share: · Why Cartagen…

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