The Bosma on Business Podcast and Radio Show

Passion Projects and Your Money OR Why Retiring at 60 Might Be the Worst Move You Make!

235 views · 6d ago · 43:17

Guest: Keystone Wealth's Ray Brown

Join Mike as he breaks down retirement planning and unique football strategies with his latest guests. In this episode, Mike sits down with a group of professionals to discuss the intersection of personal milestones and strategic thinking. With John Doyle, the President of @RenoCityFC We Talk About The Investment the Team is Going to Make in Reno and how that's going to benefit our area.

Part 4-Most Donors Miss This Tax Break (Here's How to Use It)

12 views · 6d ago · 3:39

Avoid common mistakes in charitable giving to ensure your donations are effective and tax-efficient for your financial future. Mike breaks down why your stock portfolio strategy is critical when planning your philanthropy. Many people overlook how their assets are structured, which can impact their overall income and long-term goals. We examine how to align your charitable intent with the right financial vehicles to ensure you are not accidentally creating tax complications.

Topics: Understanding Tax Implications of Donations · The importance of a trustee to trustee transfer

Part 3-What Percentage of Your Net Worth Should Be in the Market?

69 views · 6d ago · 16:09

Guest: Ray Brown

In this part, Mike is joined by Ray Brown, and together they discuss the complexities of investing after selling a business, including tax strategies, passion projects, risk management, and the importance of diversifying wealth to protect against market volatility.

Topics: Restructuring for Tax Efficiency and QSBS Qualification · The Importance of Diversification and Not Betting the Farm · Risks of Concentrated Wealth and Market Volatility · Passion Projects and Risk Management · Valuation of Business Assets and Passion Investments · Maintaining Wealth Security with Diversification

Part 2-Why Reno FC's President Says Reno's New Soccer Stadium is going to be a hit! #Reno #soccer

15 views · 6d ago · 8:23

In this part, Mike discusses the development of a new soccer stadium in Reno with John Doyle, the President of @RenoCityFC the vision behind it, and its potential impact on the community. He shares insights on entrepreneurship, community investment, and the future of sports venues.

Topics: The Vision Behind the New Soccer Venue · Funding and Community Investment Strategies · Future Uses and Community Benefits of the Stadium · The Impact on Local Youth and Sports · Future Outlook

Part 1-Is Reno Ready for MLS? The Truth From Reno City FC's President

16 views · 6d ago · 14:33

In this part, Mike opens with some thoughts about market trends and business sales. John Doyle, President of @RenoCityFC shares his journey from a professional soccer player to a key figure in developing Reno's soccer scene. We explore the economic impact of sports franchises, the growth of Major League Soccer, and the exciting future of soccer in northern Nevada.

Topics: Market Trends in Business Sales · John Doyle Joins Mike · The Rise of Professional Soccer in Reno · John Doyle's Journey in Soccer · The Business of Professional Soccer

Retirement Dreams vs. Retirement Math | Keystone Money Talks

3.4K views · 1w ago · 7:04

Mastering effective retirement strategies is essential for your long-term success. Learn how to set your financial targets. Greg Neft joins Keystone Retirement experts Brian Wheeler and Ray Brown to break down the realities of early retirement and the specific steps required to reach your long-term goals.

Part 4-What is The Number One Reason New Businesses Fail?

172 views · 1w ago · 3:48

Mike wraps up this week's episode by talking about the Number One reason businesses fail.

Topics: Utilizing Technology for Financial Planning · Setting Goals and Key Performance Indicators

Part 3-How I'd Launch a Business in 2026 If I Had to Start Over

66 views · 1w ago · 14:57

Starting a business requires a clear plan. Kent Myers joins Mike to discuss relocating to Northern Nevada and growth strategies. In this episode, Mike Bosma sits down with entrepreneur Kent Myers to discuss the realities of launching a new venture.

Topics: Choosing the right business idea based on skills · Managing people and growth in a handyman business · Registering for sales tax and understanding service sales · Deciding on having employees and insurance requirements · Naming your business and domain considerations · Understanding contractor licensing in Nevada

Part 2-Can You Start a Business with Your Retirement Account?

29 views · 1w ago · 8:54

In this part, Mike and Ray Brown from Keystone Wealth Advisors explore how to leverage retirement accounts like 401(k)s and Roth IRAs to fund a new business startup, including strategies for tax efficiency and timing. Keystone wants to help you use your wealth. Call us for a FREE one-hour consultation at 775-786-4900 or visit keystone.cpa

Topics: Accessing funds: savings, loans & retirement accounts · Differences between Roth and traditional 401k · Using Roth 401k for penalty-free early withdrawal · The power of small, consistent savings over time