Growth & Inspire
I am inspired by the vines that grow outside our house. Everyday, it climbs higher and higher.
Learning is the same. If you keep learning, you will climb higher and higher. .
- Update frequency
- every 6 days
- Average duration
- 21 minutes
- Episodes
- 34
- Years Active
- 2024 - 2025
SEVEN Questions for 401(k) Plan Sponsors
In this episode, Bonnie Yam delves into essential retirement plan considerations, providing listeners with a comprehensive guide to managing terminated account balances and conducting regular plan re…
00:03:36 |
Sat 29 Mar 2025
Bookkeeping and Payroll Essentials
In this episode, Bonnie Yam hosts an expert in bookkeeping to explore its critical role in business growth. The discussion distinguishes bookkeeping from accounting, offering clarity for business own…
00:24:00 |
Thu 27 Mar 2025
Tax Strategies for Business Owners
In this episode, Bonnie Yam explores tax complexities for entrepreneurs with expert Donna Yam. They discuss corporate structures, tax implications, deductible expenses, and the importance of record-k…
00:29:51 |
Thu 20 Mar 2025
Tax Strategies for 60 and above
In this episode, Bonnie Yam delves into financial strategies and benefits tailored for seniors. The discussion opens with an overview of tax strategies, deductions, and benefits specifically designed…
00:20:04 |
Thu 13 Mar 2025
Credits and Deductions - Important Tax Strategies with Atilio Calderon
In this episode, Bonnie Yam and Atio Calderon offer a comprehensive overview of tax deductions and credits, starting with a clear distinction between the two. The discussion covers refundable credits…
00:20:34 |
Thu 06 Mar 2025
Self Employed Professionals Tax Strategies with Atilio Calderon
In this episode, Bonnie Yam welcomes guest Atilio Kaldeman to explore the unique tax concerns and expense tracking challenges faced by the self-employed. The conversation begins with a discussion on …
00:33:46 |
Thu 27 Feb 2025
Tax Strategies for Contracted Workers with Atilio Calderon, ATAX Bellmore
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(0:00) Introduction and Guest Background (featuring Atidio Calderon)
(1:27) Understanding Self-Employment Tax and Independent Contractors
(4:16) Reporting Tips and 1099 Income Differences
(8:35…
00:22:42 |
Thu 20 Feb 2025
Financial Wellness with Andi Wrenn
In this episode, Bonnie Yam welcomes Andi Wrenn to discuss her journey in financial consulting, highlighting the significance of financial wellness and the challenges it presents. The conversation sh…
00:21:52 |
Thu 13 Feb 2025
Cash Balance Plan with Ricky Atamian, October Three
In this episode, Bonnie Yam explores cash balance plans with a guest expert. They compare these plans to 401(k)s, focusing on unique employee benefits. Key topics include workforce demographics, nond…
00:27:27 |
Thu 06 Feb 2025
Navigating Secure Act 2.0 and 401(k) Updates with Marc Fowler, Human Interest
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(0:00) Introduction and welcome; Guest introduction: Mark Fowler from Human Interest
(1:41) Overview of Secure Act 2.0 and new 401(k) contribution limits
(6:39) Startup credits and auto-enroll …
00:23:31 |
Wed 29 Jan 2025
401(k) Plan Investments - Pension Maxima Investment Advisory
In this episode, Bonnie Yam delves into the intricacies of pension management, providing an overview of various investment options. The discussion begins with an examination of participant demographi…
00:06:06 |
Wed 22 Jan 2025
401(k) Plan Fees - Pension Maxima Investment Advisory
In this episode, Bonnie Yam provides an introduction and comprehensive overview of retirement plan fees, emphasizing their significance in managing a healthy retirement plan. The discussion explores …
00:06:49 |
Thu 16 Jan 2025
Plan Score and Admin Red Flags with Yon Perullo, CEO of RiXtrema
In this episode, Bonnie Yam introduces the topic of 401(k) products and the concept of a plan score, with insights from a guest expert. The discussion begins with an overview of 401(k) products and t…
00:20:15 |
Thu 09 Jan 2025
Plan Fiduciary Interview with ERISA Attorney, Ary Rosenbaum
In this episode, Bonnie Yam welcomes Ary Rosenbaum to discuss the complexities of 401(k) fiduciary responsibilities. Ary explains the potential consequences and penalties for failing to uphold these …
00:14:30 |
Mon 06 Jan 2025
Tax Minimization with Loren Hollingsworth
In this episode, Bonnie Yam introduces the topic of tax minimization with a focus on the Leveraged Ownership Series Strategy. Guest Loren Hollingsworth shares his background and delves deep into the …
00:08:53 |
Thu 12 Dec 2024
Tax Minimization Strategies with Chris Hynes
Bonnie Yam introduces Chris Hines, who shares insights into traditional tax minimization methods and introduces the dual harvest program. Chris explains how this program benefits charities, providing…
00:21:49 |
Thu 21 Nov 2024
Human Relationships with Steven Howard
In this episode, Bonnie Yam welcomes Steven Howard to explore human connection and corporate relationships. Steven discusses challenges in corporate human relations, leadership dynamics, and balancin…
00:30:35 |
Thu 14 Nov 2024
Connelly Case (Corporate Life Insurance impact on Company Valuation ) with Anthony Mento
Bonnie Yam welcomes Anthony Mento to the podcast, where they dive into the Connolly case and provide an overview of buy-sell agreements. The discussion expands to cover the implications of a recent S…
00:17:19 |
Thu 07 Nov 2024
Long Term Care with Claude Thau
Bonnie Yam welcomes Claude Thal, who shares his expertise in retirement and long term care planning. The episode covers key elements of developing a long term care plan, including understanding costs…
00:34:30 |
Thu 31 Oct 2024
Prosperity Thinkers with Kim Butler
Bonnie Yam introduces Kim Butler, who shares insights on personal finance, focusing on cash flow and savings. The discussion highlights the pivotal role of education in achieving financial security a…
00:20:46 |
Thu 24 Oct 2024
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