The Wealthy Wallet Podcast

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The Wealthy Wallet Podcast

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The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet.

09/12/2024

Today on episode 12 of The Wealthy Wallet, podcast host Monika Hengesbach has Russ Ray, a financial planner from Ameriprise, in studio. Russ emphasizes the need for early and comprehensive exit planning for business owners, noting that 50% of business exits are unplanned due to unforeseen circumstances. He covers key exit strategy components, common mistakes like delaying planning, and strategies for managing taxes, including using C corporations and donor-advised funds for tax relief.

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7:20 What exactly is an exit strategy, and why is it important for owners to have one?9:11 At what stage should a business owner think about an exit strategy...

08/21/2024

Today on Episode 11 of The Wealthy Wallet Podcast, Monika Hengesbach continues the discussion on retirement planning, addressing concerns among seniors about their readiness. Watch HERE: https://www.youtube.com/watch?v=fXicNo7Y1vo

The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet.

Subscribe to The Wealthy Wallet's YouTube HERE:
https://www.youtube.com/?sub_confirmation=1

Listen HERE:
🎧 Apple Podcasts: https://apple.co/4b2bQRL
🎧 Spotify: https://shorturl.at/UW6Nc
🎧 Transistor: https://thewealthywallet.transistor.fm

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On today's episode of The Wealthy Wallet, Monika Hengesbach continues the discussion on retirement planning, addressing concerns among seniors about their re...

08/07/2024

Today on Episode 10 of The Wealthy Wallet, Monika Hengesbach discusses meticulous bookkeeping and retirement challenges with Yvonne Hambright, our seasoned bookkeeper and close friend. Yvonne, nearing retirement, shares insights from her 30-year career, emphasizing accurate financial records for business success and compliance. She highlights common pitfalls like double-booking sales and mixing personal and business expenses, and the importance of reconciling bank sta… See more

1:15 Tell me why you chose to go into bookkeeping.1:54 What exactly does bookkeeping entail?2:24 Are there some common challenges that businesses face when t...

07/25/2024

Today on Episode 9 of The Wealthy Wallet, Podcast Host Monika Hengesbach speaks with attorney Leslie Barrows at Barrows Firm, P.C. on navigating divorce: https://www.youtube.com/watch?v=Euu-A3RizkE

Monika and Leslie offer a A-Z guide to navigating the unexpected challenges of divorce, covering everything from legal proceedings to emotional support. Whether you're considering a divorce or currently going through one, tune in to hear valuable insights and advice to help you through this difficult time.

Subscribe to The Wealthy Wallet's YouTube HERE:
https://www.youtube.com/?sub_confirmation=1

Listen HERE:
🎧 Apple Podcasts: https://apple.co/4b2bQRL
🎧 Spotify: https://shorturl.at/UW6Nc
🎧 Amazon Music: https://amznmusic.com/Mz8B
🎧 Transistor: https://thewealthywallet.transistor.fm

The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet.

4:50 What are the primary steps involved in a divorce?6:02 What are the most common misconceptions people have about getting divorced?7:12 What facts do cour...

Address

535 Silicon Drive Ste 101
Southlake, TX
76092

Telephone

+18172689352

Website

https://thewealthywallet.transistor.fm/

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