Ep. 100 | We Celebrate Episode 100 with Big Announcements

Welcome to the 100th episode of the Teaching Tax Flow podcast!

(we’ve gone visual – watch this full episode on our YouTube channel)

In this milestone episode, hosts John Tripolsky and Chris Picciurro celebrate their journey from humble beginnings to becoming a top-tier resource in tax planning and strategy. They reflect on the podcast’s inception—starting with a microphone perched on a pizza box—and the evolution of their content, community, and reach. The hosts express gratitude to their loyal listeners, engaging guests, and supportive sponsors, while also unveiling exciting changes ahead, including YouTube integration and expanded free educational resources.

As the podcast grew from its initial focus on real estate market spotlights to a broader tax planning scope, John and Chris discuss key milestones and listener engagement. They underscore the importance of building a community to drive content and share real-world applications of tax strategies. Looking ahead, the hosts emphasize their commitment to delivering premium, accessible tax education for individuals and professionals alike, solidifying their standing as the voice of tax planning.

Key Takeaways:

  • Origin Story: The podcast began with a microphone clipped to a pizza box, highlighting the hosts’ DIY spirit and commitment to just getting started.
  • Community-Driven Content: Listener feedback and community engagement on platforms like the Defeating Taxes Facebook group have been crucial in shaping podcast topics.
  • Educational Pivot: The podcast content has shifted from a specific real estate focus to a broader, holistic approach to tax planning and strategy.
  • YouTube Expansion: All podcast episodes and comprehensive educational content will now be available on YouTube, increasing accessibility and reach.
  • Gratitude and Evolution: John and Chris express gratitude towards all guests, listeners, and sponsors, promising continued evolution and more interactive, valuable content.

Notable Quotes:

  • “There’s never a better time than now.” – Chris
  • “We are one of the top 10% of podcasts as far as longevity, and that’s an accomplishment right there.” – John
  • “Our community drives our content, and that community has different pillars.” – Chris
  • “Teaching Tax Flow is not just a podcast; it’s the voice of tax planning.” – John
  • “It’s amazing how a community can sharpen itself and drive the direction of a podcast.” – Chris

Resources:

  • Teaching Tax Flow YouTube Channel: YouTube
  • Defeating Taxes Facebook Group: Facebook
  • The Mortgage Shop: Website

Original Music Credits (Intro): Christian Picciurro

Episode Sponsor: The Mortgage Shop

This episode is a testament to the power of community-driven content and the journey from modest beginnings to influential platforms. Join John and Chris as they continue to demystify tax planning and provide practical, enlightening discussions. 

Stay tuned for more engaging content and educational resources from the Teaching Tax Flow podcast!

  • (00:02) – Celebrating 100 Episodes of Teaching Tax Flow
  • (04:16) – The Origin Story of a Podcast Launched on a Pizza Box
  • (07:18) – Evolution of a Tax Planning Podcast Driven by Community Engagement
  • (12:42) – A Confession from John (he’s a fan of…)
  • (14:15) – The Evolution of Tax Planning and Podcasting
  • (19:09) – The Voice of Tax Planning
  • (29:45) – Celebrating Episode 100 with New Changes and Future Plans
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Episode 100 today on the Teaching Taxable podcast. We’re gonna switch things up, do things a little different, actually a lot different this episode, but some things remain the same. Let’s take a brief moment and thank our episode sponsor.

00:00:17.515 –> 00:00:23.855
This podcast is sponsored by The Mortgage Shop. Are you looking to qualify for an investment credit loan without jumping through hoops?

00:00:23.915 –> 00:00:40.650
That’s easy. They have loans with LTV up to 89.99%. Exploring their products and discovering how they can work for you is simple. Just visit mortgage.shop or call 865-325-2566, and tell them TTF sent you.

00:00:43.015 –> 00:00:46.715
Hey, everybody, and welcome back to the Teaching Tax Flow podcast.

00:00:47.335 –> 00:01:02.860
And even if this is your first time, you know, welcome to the Teaching Tax Flow podcast. So as Chris knows, who you know who this guy is, you can see him here on the screen if you’re watching. If you can’t see it, you’re you might not be missing out on a whole no. I’m just kidding. I won’t go down there.

00:01:02.860 –> 00:01:29.870
But I I do wanna say something. We’re I can’t believe it. We’re at episode a 100, and we’re gonna run into a lot of we’re we’re just gonna have a great discussion on this episode about teaching tax flow, about the podcast, about Chris’s hair, all kinds of stuff we’re gonna chat about. But more importantly, I can’t believe that we’ve made it to a 100 and where this actually all started from. So, Chris, do you actually remember where we started this at?

00:01:29.870 –> 00:01:32.210
Like, where did we do podcast number 1?

00:01:33.805 –> 00:01:55.620
But before we jump into that, I wanted to break down some numbers for you. We’re just this is gonna be filled with some surprises. This is an unorthodox episode. About 10 about 50% of podcasts make it to episode 10, and many of them stop after only 3 episodes. About 30% make it to 20 episodes.

00:01:56.560 –> 00:02:24.390
About 20% make it to 50 episodes or more. Only 10% of episodes make it to 100 or 10% of podcasts make it to 100 episodes and less than 1% make it to a1000, so I’m hoping, I’m very confident, we will make it to a1000, which would be oh, man. That’s, like, 20 years from now. We got a ways. We got a worth.

00:02:25.090 –> 00:02:38.235
By then, we might not even have podcasts. It might transform into, you know, this whole thing just where, you know, you think of it and here it comes, you know, down into your brain all this. We you’re downloading knowledge instead of, you know, downloading podcasts.

00:02:38.375 –> 00:03:12.450
Well, I have a feeling if things keep moving in the direction they are they are and, we would probably be recording more than once a week, but we are one of the top 10% of podcasts as far as longevity, and that’s an accomplishment right there. Now let’s think back to the first one. The first one ever to about 2 years ago, since we we have been religiously recording these every week. Okay? And 2 years ago, you and I and, a couple other of our associates attended a conference in Orlando, Florida, a real estate conference.

00:03:13.230 –> 00:03:35.245
And we had just launched the Teaching Tax Law Educational Library. And then we went over to my family’s vacation rental in Panama City Beach, Florida, drove across. And and we we always try to piggyback these trips with some strategic planning. And we had on our radar, like, we wanna do a podcast. Right?

00:03:35.465 –> 00:03:47.980
And then I don’t know how this happened, but we were just, like, woke up and we’re like, wow. When should we launch a podcast? This is October of 2022 thinking, man, maybe January of 23. And then we just said, let’s just do it now. Right?

00:03:47.980 –> 00:03:58.935
Let’s just record it. Let’s see what happens. Because I remember just thinking to myself, there’s never a better time than now. Just put it on tape. It’s gonna you know, everything will get better over time.

00:03:59.235 –> 00:04:34.150
The first one so there there was there was a a good amount of people, you know, in on this in this trip. There was some there’s there’s someone in the party ordered a pizza in, let’s just say, past our normal bedtime. And due to this circumstance, there was there was an empty pizza box sitting in the in the oh, there’s a pizza box with a couple cold slices of pizza in it, and then that pizza box is then vacant. And you and I were like, okay. Let’s just let’s just start this podcast.

00:04:34.150 –> 00:04:53.685
We started it in the in the living room of our vacation home on the top of a pizza box with a cruddy microphone. If you ever go back to listen to episodes 1, 2, or 3, the audio quality is not good. Kids would say cringey. I think the content was really good, what we were talking about. But, you know, we had this theory with the podcasting.

00:04:54.305 –> 00:04:57.770
It’s better to be, you know, better to be done.

00:04:59.990 –> 00:05:17.775
And and, Chris, maybe this will actually kinda support that too. So I had reached out to somebody, in Florida because that’s where we were. Right? Well over a year ago. So this I was going back in text messages the other day, and it was actually August of 2023.

00:05:18.075 –> 00:05:32.440
And I I feel like Jerry Springer right now where it’s like, come on down. So I actually had them them mail me something if anybody’s watching this. So maybe this pizza box looks familiar, sir.

00:05:32.580 –> 00:05:34.920
Oh my gosh. That It’s a pizza box.

00:05:37.065 –> 00:05:58.910
This is so the one we used was folded in half, and yet had some grease stains on the back of it. But Crystal, actually man, Rich. Actually, I think it was Rich that packaged this up and mailed it to me in August of 23, and I was holding on to this darn thing Wow. For just the right moment to bring this out. So just as everybody knows.

00:05:58.910 –> 00:06:12.055
So I live in Michigan. They packaged this thing up, which by the way, there’s not a full there’s not a crease anything in this. I can only imagine what the conversation was when they went in there and said, hey. I’m here. I gotta pick up a a pizza box for a friend.

00:06:12.055 –> 00:06:23.820
Not a pizza. I just need a box, and I need to mail it to him. But, yeah, I’ve been holding on to this thing for quite a bit. So thank you to Zolo pizza, by the way, in, Panama City Beach. I will throw myself under the bus.

00:06:23.820 –> 00:06:35.645
Yes. I ordered a pizza to be delivered at 3 AM the night before. Who knows what we were doing? We were probably brainstorming some wild and crazy ideas on on stuff. But, yeah, it came in handy.

00:06:35.645 –> 00:06:44.625
We folded that pizza box in half, put a little lavalier mic, clipped it on the top, and, you know, we called it a podcast. And here we are a 100 episodes down, so we did something right.

00:06:44.765 –> 00:07:07.275
Indeed. We actually crystal ball, who was our who was our guest on the 4th podcast episode. One of the things we’re gonna talk about are what are what kind of surprised us about this podcast. When we first started it, we thought we would do maybe once a month, maybe once a quarter, a different real estate market spotlight, and, we recorded some of those. And the first one was a Panama City Beach rental market.

00:07:07.655 –> 00:07:33.095
However, you know, this podcast really took off into a a a more holistic tax planning and strategy podcast instead of just for real estate investors. So many of our real estate related episodes are more are not aren’t focused on a specific market. But, yes, that’s and so those first 3, 4, maybe golly. I think the first 3, 4, maybe 5 podcasts were were

00:07:35.475 –> 00:07:55.960
and then we finally got our got our ducks in a row. I wanna say it was it was much later, you know, maybe episode 40 or so, where we upgraded our equipment, our process, expanded our team. We did a lot to it. I mean, it was and, Chris, I I remember specifically to I can’t remember what episode it was, but we’re very early on. We’re like, oh my gosh.

00:07:55.960 –> 00:08:06.465
We had a 100 downloads on this thing. Like, wow. A hun people listen to this thing a 100 times. Like, that’s pretty cool. And now, you know, we’re pushing 30,000 on all these episodes.

00:08:06.465 –> 00:08:21.550
It’s it’s cranking. I mean and give it you know, me being the marketing guy, I have to be devil’s advocate a little bit. Sure. There’s some, you know, bots in there a little bit. We all we all know that exists, but I think the coolest thing about this, and Chris, I don’t know if you feel the same way.

00:08:21.550 –> 00:08:43.555
I know we’ve we’ve talked about it on a few episodes is, you know, we’ll be at these events, you know, for tax pros and here’s people that neither of us know thinking of topics and referencing topics from 2, 4, 6 months ago. And we’re just sitting there like, oh, man. Did we really do that? I think the first time I heard somebody say something about a topic, it took me a moment. I’m like, you sure you got the right show?

00:08:43.555 –> 00:08:48.230
But, yep. Cool. I’m I’m running with it. And sure enough, man. It’s it’s great to see.

00:08:48.230 –> 00:09:11.475
And and to support what you said too, it’s it changed direction pretty pretty drastically. Right? Like, we had an idea what we thought the audience would be engaged with them first, and then the community drives the content, you know, now and not us. Like, we do not come up with these topics. Pretty much all these topics are suggested to us or they’re a byproduct of your conversations in the in the private practice world, which is perfect.

00:09:11.475 –> 00:09:11.795
Right?

00:09:11.795 –> 00:09:56.545
Right. I’d say another another kind of as we walk look go from looking back at this podcast and some of the surprises that we’ve had, that we we learn that we need to build a community, and a community is going to sharpen itself. So in January 2020 3, so, like, what, 4 months after starting the podcast, we ended up starting a comm a private Facebook group, and that private Facebook group, has grown. It’s called Defeating Taxes, if you’ve listened to this. I’m gonna pull up, you know, pull up some of the most recent data, but I think we’re pushing 2,000 members of the and this is a private Facebook group, so this is you gotta be a human.

00:09:56.545 –> 00:10:24.905
You gotta agree not to be a meanie, you know, for for your email address so we know you’re a real person. But this that Facebook group has been really a gem as far as inspiring us to what what our what our topics could be. You know? Because one of the fears whenever you start a podcast is, unless you’re doing something on sports where there’s constantly games going on, are we gonna run out of topics? Are we gonna run out of things to talk about?

00:10:24.905 –> 00:11:00.095
And we we really have I mean, there’s so many things to talk about in the tax planning and strategy world. It’s been but we don’t struggle to find topics. We really struggle to find what’s the most important and relevant topic. And like you said, one of the things that we’ve done is we’ve honed in on what topics are going to be engaging and entertaining and apply to as many people as we can, so that so that they enjoy people enjoy it. And a lot of those topic ideas come right from the defeating taxes private Facebook group.

00:11:01.300 –> 00:11:15.945
And, you know, it’s kind of neat. About twice a month, we’ll pull the group and and basically say, hey. Who’s got an idea for a topic? I would say 60% at least of the topics thrown out there, we already have a podcast on. So if it makes me feel like we’re hitting that,

00:11:16.025 –> 00:11:37.340
then we’ll post the pod. If anything, I think we just shuffle around our schedule a little bit based on suggestions. Right? Because me and you I mean, we get together in person roughly about every 6 weeks or so because, obviously, we we run virtually. And I think now even if I were to look at our our, we’ll call it our podcast calendar roster schedule, whatever.

00:11:37.560 –> 00:11:50.405
I mean, we have topics really good relevant topics. I mean, honestly into January. And then, you know, some of them might pop up. Somebody might bring up a you know, they might make a post. They might make a comment, and then it kinda spirals off into a deeper discussion.

00:11:50.405 –> 00:12:30.030
And then, really, what we do is we just bump it up to the top and kinda shuffle around our our schedule. And that’s, you know, it’s kind of the glorious thing about us not having a team of of 200 people is we can we’re we’re very agile, so we can jump around and and move stuff. I mean, we got we got a pretty expansive team of professionals between ourselves, you know, the private practice, the MRR Institute, all this kind of plays together in this this web, if we will. Not to mention all the the outside influence we have from other partners, connectors, everybody in there, all the of the other voices of teaching tax flow, which there’s a hint actually when I say voices, we’ll, release something to you here shortly.

00:12:30.190 –> 00:12:31.010
Make it sound?

00:12:31.390 –> 00:12:40.945
No. You know what? You don’t you don’t wanna hear. I mean, I think I’m good, but also, you know, I I crank music at, you know, volume a 110%, so, you know, I’m kinda deaf. But,

00:12:40.945 –> 00:12:48.805
you know, it it is weird. I won’t get any I’ve got one more surprise for the for the guests. Your fascination with Nickelback.

00:12:50.890 –> 00:13:13.185
I am a card carrying member of the Nickelback fan club, might I add, and that’s alright. Well, seriously, here’s a funny story about that, Chris. I don’t even know if you know this one. So, and, yes, I am a I am a very big Nickelback fan, but I’m also a country music fan and everything else. I’ll keep this one very short, and this is I was kinda starstruck after the fact because I didn’t realize it.

00:13:13.245 –> 00:13:22.710
Long story short, I lived in Columbia, South Carolina. Band comes, plays out there. We end up hanging out with these guys. We went to Waffle House at, you know, 4 or 5 o’clock in the morning. This was, like, 15 years ago.

00:13:23.410 –> 00:13:38.105
But I’m a I’m a late night guy if you haven’t figured that out yet between the pizza box and now this story. Anyways, hanging out hanging out with his band. Another band I was a big fan of, but, you know, not starstruck by I don’t really get starstruck. I’m kind of a talker anyways. I don’t really get nervous.

00:13:38.965 –> 00:13:53.780
Hanging out with these guys. Come to find out, like, 2 months later that this guy is actually Chad Kroger, who’s the singer of Nickelback’s cousin. I’m like, what in the seriously? Like, that’s pretty cool for me. I mean, again, Nickelback fan.

00:13:53.920 –> 00:14:15.355
And then he eventually became the lead singer of one of my other favorite bands, you know, 8 years down the road. So I got tons of pictures. We will not be sharing those with with anybody. But anyways, it’s kinda like, you know, tax planning. I always find ways to reel back in tax planning because I had no idea that this was even a thing until a couple years ago.

00:14:15.520 –> 00:14:29.280
You could have something right in front of your face, and you don’t know what it is until after the fact. Right? Where, you know, we we Chris, we have discussions with people all the time. And, like, you kinda hear tax planning. You hear and we’re not gonna go into detail what it is.

00:14:29.280 –> 00:14:44.875
That’s not the the point of this episode is not to educate too much, but, you know, there’s so many resources out there on all these topics. Right? You could learn how to drywall. You could learn how to, you know, trim your dog’s nails. You can do all this stuff on YouTube.

00:14:45.495 –> 00:14:51.810
Right? So, Chris, what should we save it? Save the news? What we’re gonna talk about regarding that for a little bit?

00:14:53.550 –> 00:15:05.545
Let’s do it. Whole minutes about well, so surprises. Yeah. Definitely, we’ve pivoted. You know, it’s hard when we’re people understand the segment of tax preparation.

00:15:06.165 –> 00:15:53.450
They understand maybe the importance of tax planning and strategy, but they, in general, there aren’t that many it’s a toughie, right, because there aren’t that many content creators and podcasts out there on this topic, so we can’t but it’s nice being one of the few out there, and, so, yeah, the surprises of how interactive our community’s been. Before we talk about our changes and some of our fun stuff going on, I just wanna first, like, a heartfelt thank you to all of our guests. You know, I I hesitate to even mention any of them, but we have had some absolutely amazing guests. I’m looking at, I mean, how many guests we’ve had? We’ve had I should watch.

00:15:55.190 –> 00:16:07.695
There’s a lot of them. We had about 30 guests. Right? And I really have enjoyed them. We’ve had people that are top notch in in their in their space as far as real estate.

00:16:07.695 –> 00:16:34.705
We’ve had people that we’ve had literally rock stars on our on our, podcast. We’ve had, specialty tax firms. We’ve had people other industry professionals on. We’ve had people that deep dive into different tax strategies. We have people that specialize in in dealing with the IRS, and we’ve got it’s just amazing.

00:16:34.845 –> 00:17:18.620
Right? You know? And and that’s one of the cool things with the feedback that we received from the community is, you know, John, I’ll give you an example. I think we did a let’s say we did an episode on 1031 exchange or and we’ll go back and dive into it deeper, or if we do a 1 on 1 episode, we’ll dive deeper into something, and many of our guests, you know, a couple of them we have have returned and, you know, would have any of them back. So that has been really amazing and not just the level that we are getting as guests, but also the, that we’ve been, that you’ve done us a great job in bringing it all together and making us sound so good.

00:17:18.620 –> 00:17:33.345
I think that that’s something that people don’t see what goes on behind the scenes and how good of a I mean, for you to make us sound good, is we we have our moments. And, you know, one of one of the things, Chris,

00:17:33.345 –> 00:17:42.350
I mean, obviously, we mentioned earlier on in this show too, you know, those that are watching. Right? So that that’s a new comment to come out of our mouths. Right? So here we are, episode 100.

00:17:42.810 –> 00:18:02.085
And one of the pivots that we’re making and, you know, we’re we’re going to video. You know, we we have such a good time doing this that, you know, we want people to to kind of engage with this. So obviously, the audio will still be available everywhere, but we’re gonna start doing every one of these on video. Our guests are up for it that are playing forward. You know, frankly, I really look forward to it.

00:18:02.085 –> 00:18:26.125
And there’s I mean, yeah. A lot of time goes into to editing these, not editing things out, just really clarifying things, planning these, getting the guests together, distributing the content out everywhere. It’s and it’s it’s paid off. I mean, I I’m I’m pretty proud of what we’ve done. Not only because we’ve gotten to episode 100, but again, to support what you said again, the the quality of guests.

00:18:26.185 –> 00:18:45.730
The quantity is easy. You can get guests from anywhere. You can go on a Facebook page and, you know, have guests coming out, you know, thin air. But the quality of them, the feedback we’ve gotten from those guests, the content we have. And I think we we do a really good job as a team, you know, as a whole team of of teaching tax flow is that, you know, we’re not we’re not selling anything.

00:18:45.730 –> 00:18:56.825
I mean, this is content that’s it’s out there. We’re not I wouldn’t even say that we’re not creating anything. We’re taking something that’s so confusing. Think about it as, you know, a college course book. Right?

00:18:56.825 –> 00:19:14.085
You get slapped this thing on the counter. You go to buy it, you know, the before the 1st day of class, and you don’t know what’s in it. You have an idea what’s in it. You know, maybe some of it, you might open a page and say, wow, I’m really not looking forward to this. But eventually, you know, you you know, the outcome is going to be very positive if you put the time into.

00:19:14.165 –> 00:19:33.650
That’s kind of what teaching tax flow is. Right? Like, we’re taking all the information that the IRS is putting out there, condensing it down into such small bite sized pieces that you’re getting the outcome that’s best for you, but without having to go through the entire book to find it. We’re literally ripping out the page and handing it.

00:19:33.710 –> 00:20:13.475
Like you mentioned, some of the exciting announcements we have on this podcast, going to YouTube, having all of our episodes. Actually, all of our 101st 99 episodes are on YouTube right now in the on the Teaching Taxable YouTube page. Here’s the situation. You know, what it’s kinda looking back at our surprises, we created a custom, beautiful educational library that we ended up pivoting in in making a basic membership absolutely complimentary. However, we feel like we want to get this information into more hands, and it is really a calling for us.

00:20:13.475 –> 00:20:26.040
And and, you know, because there’s just not enough tax planning and strategy for people out there. And that’s why we’re moving this over to YouTube. Yeah. There’s some challenges. Right?

00:20:26.100 –> 00:21:05.905
We both enjoyed recording the podcast in our pajamas, muting ourselves whenever we wanted to. You know, multi yeah. But But this is a real big pivot to get it out there, but it’s an important one. Putting names with faces, allowing our guests to be seen, not just heard. And, ultimately, moving not only all of these I mean, we’re taking all of our educational content, these lessons that are 5 minutes or less, and moving them onto YouTube for free without any type of gateway, without any just as a service to the community is a huge undertaking.

00:21:07.325 –> 00:21:18.205
However, it’s the right thing to do for us. So not only are all these episodes gonna be on YouTube, definitely check out our YouTube channel. Trust me. We’re not professional YouTubers. We don’t make any money.

00:21:18.205 –> 00:21:53.990
I mean, we we don’t make any considerable money more than buying a Starbucks or 2 every oh, Starbucks, you should be, you know, you should be a a a sponsor, but I’ll get to the sponsors next. That’s not why we’re doing this. And, ultimately, teaching tax flow teaches us a process for tax planning that starts with knowing where you’re at on your tax journey, diagnosing your situation based on your marginal tax rate, prescribing different using different tax strategies, using what we call our IQ test. Is the strategy suitable for you? Think about that as your financial fitting room and then implementation.

00:21:55.010 –> 00:22:27.235
There’s way too much ideas unless you know, I well, I always say ideas are cheap, implementation is valuable. And ultimately, by putting us this show on YouTube and putting all of our educational content on YouTube, we’re letting people in to all four steps of the process and giving people access to knowledge and that they’d never have access to before. So like you said, John, some of our guests are implementation partners, meaning, man, I heard about a 10 30 one exchange, but at least once a week, we get someone in the in the Facebook group saying, I’m thinking about doing the 10 30 one exchange. Who do I talk? Hey.

00:22:27.235 –> 00:22:52.350
Why don’t you now you can put a name on the face. Now you can see that lesson. There are several different types of implementation partners, and that’s the value of being in this community. And we’ve really ultimately, we we we just broke down every wall available or every wall out there for someone to not be in our community. So, ultimately, anyone can be in the Teaching Tax Law community and it’s your personal journey of how much you because you’re gonna get out of it while you put into it.

00:22:52.350 –> 00:23:12.200
But if you just wanna be on the sidelines, watch some of the watch some of the, the content and and apply it on your own, that’s okay. I think one of the other surprises I know I’m going backwards, are how many tax professionals are here? I mean, there are ton, and we love that. Iron sharpens iron in our world. That’s the way I believe in collaboration over competition.

00:23:12.340 –> 00:23:29.325
So so back to the changes, man. So proud of what we’ve put together. The especially the, you know, the work you do, I’m making it look so good. I want more people to have access to that. So all of our courses are on YouTube right now.

00:23:30.025 –> 00:23:47.770
All the podcasts are on YouTube. Those are 2 major, major changes. And I’m thinking back, like, to to this journey, and and and I wanna thank for even making this possible. And we say we do this complimentary. We do have amazing, amazing sponsors.

00:23:47.770 –> 00:24:13.750
But before we men talk about them in detail, these sponsors are not, like we don’t have advertising out there that says, hey, do you want to be our show sponsor? Here’s No, we’ve carefully selected these sponsors that align with the values and the vision of of teaching tax law. We even have a pickleball company. Right? Because a lot of pickleballers like t, you know, tax planning and strategy.

00:24:14.290 –> 00:24:15.830
You know, it wouldn’t be a show with them.

00:24:17.330 –> 00:24:33.880
Oh, of course. I was waiting for it to come up somewhere. And and Chris, if I can add to it too. Right? Like, everything you know, I I was asked this earlier on, and I think I kinda forgot about it for a while, but and I can’t remember who or or where it was asked to me, but they go, well, why do I need something out there?

00:24:33.880 –> 00:24:56.555
Like, I have a I have a tax guy or I have a a tax gal or something, you know, was there a comment? And really what it is is it’s, you know, we’re not making this stuff up. It’s not like we’re educating ourselves at the same time that we’re telling everybody what it is. Like, Chris, you guys have been doing I mean, you personally been doing this for well over 20 years. So it it’s really, you’ve seen it all.

00:24:56.555 –> 00:25:10.550
You’ve been practicing it all, you know, with clients and you you’ve seen this. So you you’ve seen it. You’ve implemented it. You know how it works. You know how it’s, you know, accepted, I should say, by a client of business and individual, etcetera.

00:25:11.010 –> 00:25:30.810
And then now it’s like teaching tax flows, taking everything that y’all know, and we’re just putting it out there. Now again, I I feel like somebody asked me that question of, well, why do I need this? Well, it’s it’s not that, you know, this is in any way, shape, or form out there and developed, created to replace your your tax professional. Right? It it’s to compliment it.

00:25:30.810 –> 00:25:41.775
Right? And and frankly, sometimes, I mean, using one example, Chris, that I’ve I’ve seen and, you know, the we’ll we’ll talk about cost segregation studies. Again, whole episode on it, a whole lesson on it. Get on YouTube. Watch it.

00:25:41.855 –> 00:25:52.895
Watch the podcast. It’s all there. You know, real estate specific. Some tax professionals may not be very in tune with real estate. It’s it’s as simple as that.

00:25:52.895 –> 00:26:05.460
Right? So by maybe you’re interested in it. Maybe your tax professional, you know, your tax pro isn’t comfortable with it, doesn’t know enough about it. But, you know, they’re not telling you not to do it. It helps you educate yourself.

00:26:05.460 –> 00:26:15.265
Maybe you can take something more to that relationship than just, hey. Here’s my numbers for the year. Do it. But it’s there for you. It’s and, again, I I put this caveat out there.

00:26:15.265 –> 00:26:33.930
Right? Like, everything you do, obviously, well, there’s disclaimers that we have to put out there. You know? Obviously, get that professional advice. But, also, a lot of these strategies, Chrissy, you you mentioned a lot, they’re they’re used in in conjunction with one another.

00:26:33.930 –> 00:26:52.825
Blended, stacked, you know, etcetera. They’re they’re there, and they’re intended to be used in certain ways. So, you know, it’s it’s knowing enough about them makes you feel more comfortable in what maybe somebody’s suggesting to you. Right? And and this content again is it’s tried and trued or I should say try and true, whatever that slogan is.

00:26:52.825 –> 00:27:02.860
It’s it’s proven was a better way to say it. So it’s not like we’re just saying this stuff, you know, out of thin air saying, hey. Go try this. There there’s a lot more to it. But, again, it’s there.

00:27:02.920 –> 00:27:14.155
It’s accessible now, I think, is the biggest thing. So don’t have to sign up for a membership, freed or paid. We had a basic and a premium one. Like we mentioned, it’s here. Like, literally, we’ve moved it all out there.

00:27:14.155 –> 00:27:32.900
And and, Chris, we’ve actually kind of inadvertently came up with a new, tagline for ourselves, which I’ll let you I’ll let you, you tell everybody. Because me being the marketing guy, I have to give credit to to this guy because he actually came up with it. I had nothing to do with this. So kudos to you, buddy.

00:27:33.600 –> 00:27:57.270
A lot of times you create something and you don’t you try to describe it to someone and it’s you sometimes you’re so close to it. It’s hard to describe. Or you’re describing a person, and I’m like, what it I mean, let’s try to take teaching tax flow and make it into one tagline. What really is teaching tax flow? And ultimately, we came on this tagline.

00:27:57.330 –> 00:28:10.635
It’s the voice of tax planning. That’s it. Everything And that voice is not one of our voices. That voice is our community. And extending from the voice of tax planning is a community.

00:28:11.495 –> 00:29:10.155
And that community has different pillars, you know, and as far as content and as far as things that you know, private Facebook groups and social media and this podcast and but also it allows people that wanna go farther and wanna wanna help with that journey. 1 on 1 coaching or personalized tax planning, it allows those opportunities as well. So wherever you fit in. And it also allows us I mean, I’m just thinking over the last 2 years, all the places that we’ve been representing teaching tax law, different corners of this country, different events, speaking engagements, educational engagements, articles, other podcasts that we’ve been on. It’s really fascinating, you know, all the just how lucky we’ve been, and now and and look at what we’ve and and when I say we we say this teaching tax law community has accomplished without really a tagline.

00:29:10.215 –> 00:29:26.505
So we are the voice of tax planning. If you’re listening to this, you’re part of that voice. It’s really a chorus, and we want you to jump in. We want you to to to be as involved as you’d like. And like John said, it’s collaboration over competition.

00:29:26.965 –> 00:29:42.680
Let’s say you have a tax professional you enjoy working with. We invite them too. Right? This is this is a party for everybody, and we, the more people we have in our community, the better. And I want you, John, maybe as you know, we talked about the changes.

00:29:42.680 –> 00:29:44.280
I have one other change that’s kind of

00:29:44.280 –> 00:29:52.140
a cool thing. You’re getting a tattoo? You’re getting a tattoo? A teaching tactful tattoo? Oh, man.

00:29:55.505 –> 00:30:32.155
You know, we talk about our family sometimes and and listen and and we talk about talk to a lot of other people in the community about their situations, but my oldest is really into music. So I challenged him. We talk about income shifting and paying your children, and I challenged him to create our intro or outro music. And, he’s taken that upon himself, so he’s the the what you’re gonna hear today is something of 15 year old in a year less than a year playing guitar. He’s played other instruments, and and he’s gonna continue to evolve his skills.

00:30:32.155 –> 00:30:53.635
And, John, you’re gonna help him out. Yeah. So that’s just something I’m proud of as a parent, that he, you know, that he has he’s taken that upon himself to, as a challenge. And, you know, I and and I guarantee you in a year, he’s gonna look he’s gonna listen back to what he created and he might cringe. I think it’s great.

00:30:53.775 –> 00:31:12.060
But he might say, man, just like we look back at our podcast from number 1 to episode 3 and say, man, that’s cringey. But at the time, you’re real proud of it. This place of and challenging yourself and and being uncomfortable. You grow from not being comfortable. You don’t grow from being comfortable.

00:31:12.520 –> 00:31:21.475
So, so that’s one of the other changes. Just think in me and about all of the other things. So what do you think the future looks like? It’s it’s gonna be cool.

00:31:21.475 –> 00:31:45.095
I mean, I I think, again, this is these changes that we’ve made. So here we are again, episode 100. You know, we’re we’re triple digits into this. Our podcast has nat is kind of organically shifted as we mentioned earlier on, right, from from one direction to another to another. It’s just kind of kind of meandered, you know, like a a stream if you’re looking, you know, from bird’s eye view, just kinda twists and turns, but it’s still going in one direction.

00:31:45.555 –> 00:32:06.930
You know, it’s it’s organically done that. I think our our content as a whole has organically done that. Right? Like, you had mentioned earlier on, Chris, too, it’s you know, I think we hit some main kinda high level topics earlier on in a lot of our stuff. And now the content is getting a little bit more in-depth on each of those, which again, we’re not having to necessarily come up with new topics, new ideas.

00:32:07.310 –> 00:32:20.155
It’s just more detail focused within those. Right? It’s you have 10 houses while you go in each house, there’s 10 rooms. It’s it’s ever evolving, ever expanding. And I think it’s gonna continually do that.

00:32:20.155 –> 00:33:00.860
I mean, obviously year over year, there’ll be some some potential large shifts in, some stuff that comes down from from congress and IRS and etcetera. And and we follow that. So that’s one big thing, you know, that we’re gonna start doing too as an organization with our community and with our members is we’re gonna be a lot more, we should say, publicly, publicly, publicly, information we’re gonna put out now, especially on social, we have a newsletter that we’re doing. A lot of that is to really kind of become the source. Chris, as you as mentioned, you know, the voice of tax planning and almost, like, the source that you can go to where you never have to worry about a couple things.

00:33:00.860 –> 00:33:13.795
Right? Like, you never have to worry about, oh, well, we’re gonna tell you all about this, and the only way to do this is to go through us. That’s not the case. We’re not saying, hey. Here’s a strategy and the only way you can do that is by buying a product from us.

00:33:13.795 –> 00:33:28.420
It’s never gonna happen. Secondly, you never have to fact check-in a sense. I mean, please feel free to do it, but you never have to worry about, is this content realistic? You know? Is it is it truthful?

00:33:28.480 –> 00:33:38.975
Is it something that, you know, is unethical? Is it this? We’re very open with stuff. If something’s has carries a higher risk with it, we talk about that. We literally talk.

00:33:38.975 –> 00:33:50.335
We that’s one of the things that we open with. So to answer your question, I mean, I can go on for a very long time about this. Our goal is just continually going in that direction. You know, there is no finish line for us. There’s not, hey.

00:33:50.335 –> 00:34:06.705
We’re done. Like, we continually evolve. Again, putting information, resources in everybody’s hands on demand, bite sized chunks, as much as you want. You can dig and dig in deep, you know, go further on, and you’ll just finding more and more in it. So we are going we’re literally going in that direction.

00:34:06.705 –> 00:34:27.520
There’s a lot of stuff coming out. And if I can kinda end on a couple things that I’ll throw back to you, Chris, is, you know, just those just on YouTube. So here we are, episode 100, over a there’s over 30 of these lessons and courses that are on there. We’re going to be adding more to them. To be totally honest, we don’t we’re not going to commit to, hey, we’re going to do 1 a week.

00:34:27.520 –> 00:34:42.095
We’re going to do 2 a month. There’s no commitment on how many of these we’re going to do. It’s more when things come up, we’re gonna release them, which is gonna be more frequent now. And then again, staying in touch with us. So we’ll drop plenty of links in the show notes here.

00:34:42.095 –> 00:35:01.515
YouTube, Spotify, Apple Podcasts, Google Podcasts. Everywhere you listen to these, there are show notes. Go in those show notes. There’s gonna be this one will have more than most shows, but there’ll be kind of a little bit of a list of all the resources we have. And connect with us and stay connected and follow, and we will be more than happy to send you these updates as we get them.

00:35:04.475 –> 00:35:08.175
And then, of course, we can get Chris’ tattoo one day.

00:35:08.955 –> 00:35:16.110
But About this. However, yeah. No. We man, it is humbling where we’ve where we all started. So excited.

00:35:16.250 –> 00:35:41.825
Understand that we are the voice of tax planning now and we are here to help and our community drives our content. With the election coming up, we’re going to have so much cool stuff on that. We’re going to talk about how you know, we’re just we’re just putting stuff out. And just like, you know, just like anyone where there’s a labor of love, is anyone who is in that situation? I agree.

00:35:41.825 –> 00:35:59.085
Like you said, John, we when we see a topic, we’re gonna tackle it, and and and then we’re gonna we’re gonna create content. We’re gonna create a new YouTube video. We’re gonna and we’re also gonna have some special events. We’re just we’ve got a lot of cool things planned, for this community. So thank you for listening.

00:35:59.225 –> 00:36:32.425
Some of you have been listening since episode 1. Let’s make another 100 episodes together, and we genuinely appreciate you. We’ve come a long way from the pizza box Like, you 2, I feel like we are very I feel our our culture is is approachable, practical from professional, and part of that is is is kind of putting names with faces and and and getting, again, getting some more guests on that that can help you ultimately, the listener, legally and ethically reduce

00:36:34.325 –> 00:36:43.130
That’s the best mic drop you can give, sir. So kind of echoing what Chris says. Thank you everybody for sticking with us here. Episode 100. We don’t have birthday hats today.

00:36:43.190 –> 00:36:57.625
We just have some news to share with everybody. So, again, thank you for chiming in for this one. Again, this one’s a little bit outside of the norm for us. Obviously, went a little bit longer than normal, but a lot of good things. Definitely, definitely challenge everybody to, you know, just do it.

00:36:57.625 –> 00:37:13.750
Just literally do it. Follow followed exactly what Chris was saying that his son did and literally just wrote it. Just it might not be perfect today, but a non perfect way of doing things today is better than looking back saying, I wish I would’ve done something. So there you go. I sound like your mother.

00:37:13.750 –> 00:37:27.805
I sound like your father. I sound like your grandparents telling you to just get off your rear and do it if you haven’t. But again, thank you everybody. Follow all those links that we’re sending you, and, of course, reach out any questions you have. We love this way more than we probably should.

00:37:27.805 –> 00:37:37.665
So we will see everybody back here next week. Different topic, roughly the same time, and clearly a new way of doing things here on the Teaching Tax Flow podcast.

00:37:39.220 –> 00:37:48.680
The content provided is for educational purposes only. We encourage you to seek personalized investment advice from your financial professional. For all tax and legal advice, please consult your CPA or attorney.

00:37:48.900 –> 00:38:07.235
Investment advisory services are offered through Cabin Advisors, a registered investment adviser. Securities are offered through Cabin Securities, a registered broker dealer. The content of this podcast does not constitute an offer of securities. Offerings can only be made through an offering memorandum, and you should carefully examine the risk factors and other information contained in the memorandum.