The Kuderna Podcast

Nov 25 2024 152 ep. 42 mins 8
The Kuderna Podcast artwork

Hosted by Bryan M. Kuderna, author of "What Should I Do With My Money?" and founder of Kuderna Financial Team. Join us as we pursue WEALTH in it's original meaning-- a state of well being!

  Business  Education
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


#153- CFP on Tax Loss Harvesting in 2024

Nov 25 2024 30 mins  
Host, Bryan Kuderna, puts on his CFP hat to discsuss the concept of tax loss harvesting, explaining its significance in investing and tax planning. He discusses how to offset capital gains with capital losses, the importance of understanding capital gains taxes versus income taxes, the wash sale rule, capital loss income tax deduction, and when to implement tax loss harvesting effe

#152- Investing in Trump's 2nd Term with Mark Matson

Nov 13 2024 62 mins  
Mark Matson is the CEO of Matson Money, managing over $11 billion in assets. He is an entrepreneur, author, and innovator in the fields of investing science and financial education. Mark works with over 300 advisory practices across the U.S., Canada, and Puerto Rico. He is the author of "Experiencing The American Dream" and frequent contributor to Fox Business, CNBC, Yahoo Finance,

#151- Trump vs Harris Economic Agenda

Oct 28 2024 40 mins  
Kuderna provides a comprehensive analysis of the economic agendas of the 2024 presidential candidates, Kamala Harris and Donald Trump. He discusses key economic indicators such as unemployment, inflation, GDP, national debt, and the stock market, setting the stage for a detailed examination of each candidate's proposals. Harris's agenda focuses on increasing taxes on corporations

#150- What is a Custodial Account?

Oct 16 2024 28 mins  
Bryan discusses the pros and cons of custodial accounts, particularly UTMAs (Uniform Gift to Minors Act). He covers the 2024 gifting limits and lifetime estate tax exemption, restrictions on custodial accounts, and potential tax advantages. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This ma

#149- Becoming a Smarter Investor with Steve Foerster

Sep 10 2024 69 mins  
Stephen Foerster, a professor of finance at the Ivy Business School, discusses various topics related to investing, including the impact of election years on the markets, the importance of having an investment philosophy, and the role of bonds in a portfolio. Foerster shares his personal investment philosophy and highlights the challenges of trying to outperform the market. He also

#148 - Rob Neuner on Boost Oxygen, Shark Tank, Sports and Beer

Aug 16 2024 54 mins  
Rob Neuner is the founder and CEO of Boost Oxygen, named by Inc Magazine as one of the 500 fastest growing companies in the world. He shares his journey from importing beer from Prague from 1996-2006 before starting Boost, and his experience on Shark Tank landing a deal the deal with Kevin O'Leary. Bryan and Rob discuss business start-ups, managing everything from marketing to en

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

Jul 26 2024 60 mins  
Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the accounting industry and the impact o

#146- Your Annual Financial Physical

Jul 10 2024 30 mins  
Bryan Kuderna presents a financial physical, providing 10 benchmarks to help followers assess their financial health. These benchmarks cover topics such as emergency funds, income levels, investment portfolios, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, and net worth. Keywords: financial health, benchmarks, e

#145- Angel Investing and Video Game Networking with Bernard Chong

Jun 25 2024 63 mins  
Bernard Chong started by selling shoes in his family's shoe business, World Balance, in the Philipines before becoming an iconic angel investor. He has stakes in ASI Studios, Energy FM, Tim Hortons, RKB Productions, Thirty One Digital, and more. Chong is world-renowned for founding the award-winning Bren Esports (now APBren) organization in 2017. Bren's Mobile Legends: Bang Bang

#144- Where Do Our Tax Dollars Go?

Jun 07 2024 24 mins  
In this episode, Bryan Kuderna discusses the topic of where our tax dollars go. He addresses common misconceptions about student loan forgiveness and explores the biggest line items in the US federal budget. The two largest expenses are Medicare/Medicaid and Social Security, followed by defense spending. He also highlights the significant interest expense on the national debt. Ku