Welcome to Wait...What? Financial Matters that Matter.

This is a weekly show, hosted by Eric Bell will discuss multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital."

Finally a show for business and the people that own them. Our guests will share their expertise and decades of experience with you.

Wait... What? Financial Matters that Matter

Human Resources Today

By Brian | September 5, 2019

Doug answers questions regarding today’s HR environment and how best to protect yourself as a business and business owner.

Wait... What? Financial Matters that Matter

Protect Profit and Preserve

By Brian | September 3, 2019

Bob & Jay discusses a way to protect and preserve your income through P&C insurance.

Wait... What? Financial Matters that Matter

Shawn Bragdon from BGA and Life Insurance Retirement Plans

By Brian | August 29, 2019

Shawn Bragdon from BGA Insurance Brokerage discussing Life Insurance Retirement Plan (LIRP). This is a way for individuals/business owners to accumulate money free of taxes and have distributions free of taxation when done properly.
The proper case design of a LIRP can supplement your retirement and allow you to have a tax-free stream of income until 100 years old.

Wait... What? Financial Matters that Matter

Research and Development (R&D) Tax Credits/Incentives

By Brian | August 22, 2019

A discussion with David Greenberg LLM, MSA, USTCP, CMT, EA, CPAA of what R&D Tax Credits are and who qualifies. Then the next best steps to take advantage of this 1981 Federal Incentive Tax Law.

Wait... What? Financial Matters that Matter

Corporate Credit: Using your EIN vs. your SSN

By Brian | August 15, 2019

Discussion of how and why you should establish separate credit for your business vs. using your own personal credit and the mistakes people make along the way.

Wait... What? Financial Matters that Matter

How to get to the 0% Tax Bracket

By Brian | August 8, 2019

Discussion of taxes now and where we are headed come 2026 by default when tax cuts sunset or expire. A discussion with the author of “The Power of Zero”, David McKnight.

Wait... What? Financial Matters that Matter

Wait… What? Financial Matters that Matter

By Brian | August 1, 2019

Welcome to Wait…What? Financial Matters that Matter. This is a weekly show discussing topics across multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital.