The financial roadmap to help your family: the personal document locator

Personal Finance

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We discuss the importance of having a way for your loved ones to take care of your financial affairs in the case of disability or death.

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Year End Financial Planning

Year End Financial Planning Part 1 Reviewing and Adjusting Tax

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Year End Financial Planning Part 1 Reviewing and Adjusting Tax

Dec 17, 2020 • 32:11

Year-end 2020 financial planning considerations part 1 - We discuss income tax withholding, why you should review them at year end what you can do if you don't want any surprises at tax time April 2021.
Year-end financial planning part 2 – Retirement and Health Savings Account (HSA) plan considerations

Dec 29, 2020 • 35:04

Nonprofit Finance

NFP Financial Transparency

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NFP Financial Transparency

Apr 28, 2021 • 28:20

What is financial transparency? and what are the benefits to financial transparency reporting in your nonprofit or business?
Nonprofit Tax Exemption Tips

Jul 13, 2021 • 32:30

In this episode, we provide pointers on the process for an NFP to get its federal tax exemption (501c3) and how to stay exempt.
Questions to ask an Accounting Firm before working together.

Sep 6, 2021 • 31:36

In this episode, we discuss some questions your for-profit or nonprofit organization should ask an accounting firm before working together.
Keep your business finances from falling through the cracks.

Mar 29, 2022 • 31:13

Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

Personal Finance

Maintaining a Personal Financial Record Keeping System

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Maintaining a Personal Financial Record Keeping System

Aug 24, 2020 • 34:46

What is a personal financial record keeping system? Why is it important? Tips for establishing and maintaining a personal financial record keeping system
Pre-pandemic financial mind

Sep 8, 2020 • 33:12

Part 1 of 3 dealing with understanding our mindset and financial habits prior to March 2020 with the goal of transforming our financial mindset and financial habits to something better going into 2021.
During Pandemic Financial Mind

Sep 17, 2020 • 31:06

Part 2 of our 3 part series on evaluating and changing our way of thinking regarding personal finances and financial habits. This episode addresses some tips and suggestions as to things that we can do in our “downtime” during this pandemic to move to the next level in our finances.
Knowing and Building Your Assets to Create Wealth

Sep 24, 2020 • 30:36

Did you know that wealth is created? Knowing and building your personal assets is the first step to creating wealth.
Protecting Your Assets

Oct 1, 2020 • 31:18

Strategies for reducing risk of losing your personal and business assets
How do I figure my net worth?

Oct 9, 2020 • 31:47

We show you how to figure your personal net worth and what it means
Social Security Retirement Basics

Apr 16, 2021 • 32:55

In this episode, we discuss social security retirement terminology and things to consider when deciding when to claim your social security retirement benefits.
Financial Aid for College

Jun 7, 2021 • 32:04

In this episode, we discuss the basics of getting financial aid for your student's college costs.
College education planning tips

Jun 16, 2021 • 29:25

In this episode, we provide general tips as you and your student approach the stage of applying for college.
Personal Assets

Jun 28, 2021 • 31:28

What are personal assets? How important are they to your finances? We discuss personal assets, provide examples and their importance in your financial life. We also distinguish between personal assets and income.

Small Business Tips

Initial Considerations When Starting a Business

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Initial Considerations When Starting a Business

Oct 30, 2020 • 32:16

If you are planning to or have just started a business, here are some tips you should initially consider.
Starting a Business Part 2 - Choosing an entity

Nov 10, 2020 • 34:22

When starting a business, a crucial step is to select the type of entity your business will be. We discuss attributes of various entities and delve into the Sole Proprietor and General Partnership entity types.
Starting a Business Part 3 - Choosing an entity

Nov 19, 2020 • 33:39

In this episode, we discuss the Limited Liability (LLC), Limited Partnership and Limited Liability Partnership (LLP) forms of business. These are three of eight entity type options available for businesses.
Starting a Business Part 4 - C Corp vs S Corp

Nov 24, 2020 • 34:16

Are you considering starting a business and not sure what form of entity to operate under? We describe attributes of a C Corporation and S Corporation in this episode.
Raising Money for Your Business

Dec 2, 2020 • 34:29

In this episode, we share the fundamentals of raising money for your business: How much will you need? debt vs equity and funding sources
Starting a Business - what to do with your 401K

Dec 11, 2020 • 30:55

Starting a Business: If you are leaving your job to start a business, what are your options for your employer sponsored retirement plan (401K, 403B)?
Hiring employees, employment taxes and the small business employer

Mar 18, 2021 • 31:10

As a small business employer you must properly classify your workers and ensure that your business complies with its employment tax responsibilities. We also discuss a few other key steps in hiring employees.
Employees vs Independent Contractor Classification

Apr 30, 2021 • 29:43

A discussion on employee vs independent contractor classification from a worker's perspective and an employer's perspective.
Paying Yourself as a Business Owner

Oct 11, 2021 • 33:49

How do you compensate yourself as a business owner?
Keep your business finances from falling through the cracks.

Mar 29, 2022 • 31:13

Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

Women's Finances

Women - Take control of your money in 2021

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Women - Take control of your money in 2021

Jan 28, 2021 • 36:14

Tips on how women can take control of their money in 2021
Women - Overcoming Obstacles to Financial Security

Feb 5, 2021 • 34:11

In this episode we share ways that women and men are different financially and how those difference can be a greater challenge for women to achieve financial security. We discuss steps women can take to address this challenge and move to financial security.
Women - Why Women Need Life Insurance

Feb 23, 2021 • 31:03

We continue our series on women taking control of their money in 2021 with a discussion on how having insurance can protect our assets. Also, a discussion on why women need life insurance.
Tips for “Sandwich Generation” Women

Nov 22, 2021 • 30:12

Tips for women who are caregivers to elderly parents and their own children.
Women: The Traits of A Good Investor

Aug 25, 2022 • 31:14

Regardless of your investing experience, certain traits can be advantageous for anyone investing. Let's see what they are.

PPP and EIDL

Stimulus and PPP Update

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Stimulus and PPP Update

Oct 26, 2020 • 28:37

In this show we define the "skinny heals" bill and provide an update on PPP2 and loan forgiveness application options for the PPP.
Paycheck Protection Program 2

Jan 28, 2021 • 37:21

A summary of the Paycheck Protection Program 2 for new borrowers and those who would like to borrow for a second time
Changes to PPP 2 Program (Feb 2021)

Mar 3, 2021 • 31:15

Big changes have been made to the PPP program to help the smallest of businesses who are struggling to apply for and get financial relief through the program. These changes are targeted to businesses with less than 20 employees, primarily the self-employed, independent contractors and sole proprietors. In this episode,…
Basics of SBA Targeted EIDL Advance Program Funding

Mar 30, 2021 • 32:10

Under the Economic Aid act passed in December 2020, funding is available to businesses and nonprofits under the SBA Targeted EIDL Advance Program. We explain what it is, how businesses qualify and how the process works to apply for this funding.

Take Control of your Money

Take control of your money in 2021 - Part 1 - Making your banking work

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Take control of your money in 2021 - Part 1 - Making your banking work

Jan 14, 2021 • 33:18

Ideas and tips on going from having a banking account to banking relationship. We also discuss ways to get the most out your banking experience.
Take control of your money in 2021 - part 2 - working with an advisory team

Jan 22, 2021 • 32:57

In this episode we share the importance of having and the various professionals that may be a part of your business advisory team such attorneys, CPAs and financial advisors. We also share what you should look for when hiring such professionals.
Test your knowledge of personal finance basics – Part I

Jul 2, 2021 • 31:55

Let’s have a little fun testing your knowledge of personal finance basics. It is an excellent time to discover your stronger and weaker areas of basic personal finance.
Keep your business finances from falling through the cracks.

Mar 29, 2022 • 31:13

Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.
Five mistakes you might be making with your money.

Jun 1, 2022 • 29:52

In this episode, we talk about what you could be getting wrong concerning your finances.
Women: The Traits of A Good Investor

Aug 25, 2022 • 31:14

Regardless of your investing experience, certain traits can be advantageous for anyone investing. Let's see what they are.

Small Business Recordkeeping

Small Business Recordkeeping Part 1

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Small Business Recordkeeping Part 1

Mar 16, 2021 • 35:50

We discuss the importance of small businesses keeping good records. In this episode, we discuss the reasons for good financial recordkeeping and types of documents necessary for a business to succeed.
Small Business Recordkeeping Part 2

Mar 16, 2021 • 33:15

We discuss the importance of small businesses keeping good records. In this episode, we discuss the reasons for good financial record keeping and types of documents necessary for a business to succeed.
Do you still have a PPP loan and have not yet applied for forgiveness? Here is a PPP loan update.

Sep 20, 2021 •

In this episode we remind businesses of the purpose of the PPP loans, what you could spend the money on, loan forgiveness requirements and changes, and general PPP loan fraud investigation information.
Paying Yourself as a Business Owner

Oct 11, 2021 • 33:49

How do you compensate yourself as a business owner?
Keep your business finances from falling through the cracks.

Mar 29, 2022 • 31:13

Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

Taxes

Tax Tips and Reminders for the 4th Quarter of 2020

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Tax Tips and Reminders for the 4th Quarter of 2020

Oct 13, 2020 • 31:28
Hiring employees, employment taxes and the small business employer

Mar 18, 2021 • 31:10

As a small business employer you must properly classify your workers and ensure that your business complies with its employment tax responsibilities. We also discuss a few other key steps in hiring employees.
Nonprofit Tax Exemption Tips

Jul 13, 2021 • 32:30

In this episode, we provide pointers on the process for an NFP to get its federal tax exemption (501c3) and how to stay exempt.
IRS Tax Tips

Jan 31, 2022 • 30:53

As the IRS encourages, we share these Tax Tips with you to help you navigate this tax season.

Self Employment

The self-employed and social security

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The self-employed and social security

Apr 23, 2021 • 32:46

We discuss how the self-employed pay social security taxes and report social security earnings vs those who are not self-employed.
Paying Yourself as a Business Owner

Oct 11, 2021 • 33:49

How do you compensate yourself as a business owner?

College

College costs

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College costs

May 13, 2021 • 31:27

What is meant by college “cost of attendance”? We also discuss some things to consider that may lower the cost of college.
529 College Savings Plan

May 19, 2021 • 33:44

In this episode, we share some basics about the popular 529 college savings plan, including tax advantages and college costs that can be paid from distributions from the plan.
Other ways to save for college costs

May 28, 2021 • 29:58

The 529 plan is a great college savings tool, but what are other ways you can save to pay for college costs?
Financial Aid for College

Jun 7, 2021 • 32:04

In this episode, we discuss the basics of getting financial aid for your student's college costs.
College education planning tips

Jun 16, 2021 • 29:25

In this episode, we provide general tips as you and your student approach the stage of applying for college.

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Temple Management Consulting,Certified Public Accountants

Temple Management Consulting,
Certified Public Accountants