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. .
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 reviews. The discussion navigates the complexities of fee structures, offering insights into understanding and exploring alternatives. Emphasis is placed on enhancing employee participation through education, highlighting strategies to engage and inform employees about their retirement plans. The episode wraps up with a recap and closing remarks, followed by contact information and an offer for further assistance to support listeners in their retirement planning endeavors.
27 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 owners. Listeners are introduced to recommended tools and software to streamline bookkeeping tasks. The episode addresses common bookkeeping errors and evaluates the pros and cons of DIY bookkeeping versus hiring a professional. Key payroll topics include essentials for business owners, the distinction between employees and contractors, and implementing a smooth payroll process. The importance of timely payroll is highlighted to avoid penalties. The episode concludes with an audience Q&A on payroll setup.
20 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-keeping. Key topics include home office deductions, asset depreciation, payroll taxes, business tax credits, and tax-advantaged retirement plans. Strategies for reducing taxable income, managing sales tax, and understanding state-specific regulations are highlighted. The episode concludes with essential tax planning tips and the benefits of entity restructuring.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
60,641
Score snapshot 15 Sept 2025
Podcast Authority Score: 51 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
68
Social presence
0
YouTube
85
Engagement
0
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