On this week's episode: how a D in religion, a Corvette on a first-job salary and getting fired from audit led one CPA to tax strategy. You'll hear why Kevin Schneider took a significant pay cut to join Revo, why no client ever thanked him for an audit but every client remembers a strategy that saves them money, and the client he sent to Mike Pine before he'd even signed on. Kevin also opens up about the diagnosis that finally explained how his brain works, and why Mike calls it his superpower. From Ticking Boxes to Finding Money: Nobody thanks you for an audit. Audit keeps the bank and the investors safe, and in audit, thinking outside the box gets you in trouble. Kevin could tick and tie every workpaper and the client didn't care. Bring that same client a tax strategy that saves them hundreds of thousands of dollars, and you're their favorite person. The standard playbook saves money. It rarely moves the needle. As an assistant tax manager, Kevin's go-to moves were the Augusta rule and paying your kids. Then, before he'd signed with Revo, he sent a well-known client to Mike instead of his own firm. Mike's question, "What if we did a defined benefit cash balance plan?", led to hundreds of thousands of dollars in tax savings Kevin says he wouldn't have thought of. Knowing the rules isn't the same as using them. Kevin's first job paid about $48,000 to $50,000. He rented a $1,500-a-month high-rise across the street from the Dallas aquarium's penguin tank, bought a Corvette and lived paycheck to paycheck, without even maxing out his 401(k) match. If a CPA can leave free money on the table, anyone can. The tax strategist's tax strategist. Mike Pine runs a tax strategy firm, and he still hands his own tax planning to Kevin. Mike calls him the best tax CPA he's ever worked with ("next to myself") and says Kevin sees the bigger picture in ways Mike often doesn't. Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-35-get-to-know-kevin&utm_content=show-notes#contact-1 Connect With Us Website: https://www.revotaxpayer.com/ Facebook: https://www.facebook.com/revotaxpayer/ Instagram: https://www.instagram.com/revotaxpayer/ LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy YouTube: https://www.youtube.com/@HiddenMoneyPodcast Chapters [00:00] Cold open, then two weeks off tax and why tax is your biggest expense [03:02] The LinkedIn message and the pay cut that brought Kevin to Revo [08:02] Baseball, a D in religion and the roommate who picked Kevin’s major [14:42] First job in audit, a Dallas high-rise and a Corvette [18:37] Fired from audit, and the moment tax started clicking [22:27] 75-hour weeks, and why Revo caps tax season at 50 [23:38] Thinking outside the box: the client Kevin sent to Mike [25:47] What makes Kevin different, and why Mike calls it a superpower [32:53] Why Kevin got fired (coming on Unleashed), and who does Mike’s taxes

Every property in an AAA Storage fund has cleared a long list of reasons to say no. In this episode of The AAA Storage Podcast, Paul Bennett takes you inside the investment committee with three members of the team: lead market analyst Logan Broyles, director of development and construction Shawn Beichler, and vice president of property management David Lutz. They explain how a site moves from raw land to a fund investment: how the market is defined and how much new supply is too much, the entitlement and utility issues that can kill a site early, and why rooftops and visibility drive lease-up. They also cover what can change in the two years before the final vote, a deal AAA killed on land it already owned, and the square-feet-per-capita test that decides whether there is demand to capture. Ready to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact?utm_source=aaa-storage&utm_medium=show-notes&utm_campaign=ep-49-investment-committee&utm_content=contact New episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it. Download our free guides to take your investing to the next level CRE Investors Sector Reference Guide: https://www.aaastorageinvestments.com/info/cre-investors-reference-guide?utm_source=aaa-storage&utm_medium=show-notes&utm_campaign=ep-49-investment-committee&utm_content=guide-cre-reference Ground-Up Investor Field Guide: https://www.aaastorageinvestments.com/guides/ground-up-investor-field-guide?utm_source=aaa-storage&utm_medium=show-notes&utm_campaign=ep-49-investment-committee&utm_content=guide-ground-up-field-guide Chapters [00:00] Introduction. Why every property in a fund represents several that didn't make it. [02:10] Two Decisions, Two Years Apart. Land banking, and the difference between buying raw land and funding a project. [03:45] Defining the Market. Site size, trade area, demographics, and the 20% market expansion rule of thumb. [08:39] Entitlement Risk. Road widening, sewer, water, fire protection, and permitting timelines. [13:27] Three Committee Meetings. Letters of intent, purchase contracts, and the 45- to 90-day due diligence window. [15:14] Rooftops, Demand Drivers, and Visibility. Schools, Costco, and Walmart as growth signals, and why visibility beats direct access. [23:38] Deal Killers Investors Might Not Expect. New supply, delayed demand drivers, code changes, and road redesigns. [26:48] The Final Vote. What can change in two years, and what each team member re-checks before a project goes into a fund. [35:02] Square Feet Per Capita. Why demand can't be created, and lessons from Hutto and Cibolo, Texas. [42:30] The Last Step. How the pro forma and projected returns decide the final investment.

In this mailbag episode of "In the Interim…", Dr. Scott Berry answers two listener questions and weighs in on the pace of innovation in clinical trial science. Asked what infrastructure a learning healthcare system would require, Scott defines one through the REMAP structure (randomized, embedded, multifactorial, adaptive platform) that Derek Angus named for REMAP-CAP, and uses REMAP Periop at UPMC to argue that embedding randomization and data collection in routine care keeps the cost low while letting a health system learn from tens of thousands of patients a year. On multiplicities, Scott explains why he interprets subgroups, endpoints, and related trials within a Bayesian hierarchical model rather than by adjusting alpha, with the assumed variability across units (tau) setting how far each estimate shrinks toward the overall effect, and he critiques hierarchical testing as non-Bayesian. The episode closes on the contrast between fast-moving innovation, including the AI-accelerated redesign of FACTS, Berry's clinical trial simulation platform, and ARPA-H's SURPASS call for adaptive platform trials, and the conservatism of the EMA's draft reflection paper on platform trials and ICH E20. Key Highlights REMAP (randomized, embedded, multifactorial, adaptive platform) as a working definition of a learning healthcare system. Embedding randomization and data collection in routine care to remove a large share of trial costs. REMAP Periop and learning from tens of thousands of elective surgeries a year. A Bayesian view of multiplicities: hierarchical models in place of alpha adjustment. Tau, shrinkage, and reading a subgroup result against the overall effect. AI, digital twins, and ARPA-H's SURPASS call for continuous adaptive platform trials. The contrast with the EMA's draft platform trial reflection paper and ICH E20. For more, visit us at https://www.berryconsultants.com/

Is it tradable? Recorded on Election Day, before a single result was in, Justin Dyer and Mena Hanna put that question to the two stories dominating investors' feeds: the midterms and the selloff in high-flying AI stocks. The quick answer is almost always no, and they show why. Mena breaks down a market where large growth fell while small value rallied, and why a diversified investor barely felt what a concentrated one called "blood on the streets." Justin draws the line between investing and trading with one question: are you the casino or the gambler? They revisit how long the NASDAQ took to recover after the dot-com bubble, explain why healthy corrections belong in the plan, and take a lesson from the Buccaneers' win without a single completed pass. The real question isn't whether an event is tradable. It's whether your plan was built before the storm. Get in touch: https://www.athletefamilyoffice.com/talk-to-a-pro?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-277-is-it-tradable&utm_content=show-notes Connect with Us Call or text us: 626-862-0355 Website: https://www.athletefamilyoffice.com/?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-277-is-it-tradable&utm_content=show-notes YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA LinkedIn: https://www.linkedin.com/company/awmcapital/ Instagram: https://www.instagram.com/awmcapital/ X: https://twitter.com/awmcapital Facebook: https://www.facebook.com/awmcapital/ Chapters [00:00] Preview: A friend asks whether to sell, the casino or the gambler, and a win without a single completed pass. [00:52] Is It Tradable?: Justin sets up the episode's one question, why the quick answer is usually no, and why the midterms aren't a trade. Vote at the ballot box, not with your portfolio. [02:12] Two Investors, One Market: How a solid year for broad indices can feel like a bear market, and what corrections and bear markets actually are. [03:35] "Blood On The Streets": A friend asks Mena whether to sell, and the numbers behind the AI selloff. [05:47] Concentration Vs. Diversification: Why a diversified investor was down a few percent while the AI trade fell much harder. [06:23] The Casino Or The Gambler: Investing for the 1Hundred Year Family versus trading the headlines. [08:29] The Wrong Question: Why we actually want healthy corrections. [09:05] Black 10: The risks people don't realize they're taking, and how long the NASDAQ took to recover after the dot-com bubble. [11:07] Win Without A Pass: What the Buccaneers' rainy-day win says about the boring side of a portfolio. [12:03] Built For All Weather: Why the plan has to come before the storm.

Five tickets on one phone. A security outfit planned down to the shoes. A seat on a busy terminal floor because it’s next to the only outlet. Frequent travelers accept habits that would sound unhinged anywhere else, and most of us stopped noticing a long time ago. In this episode, Rachel Satow and Ian Andersen of Switchfly compare notes on the things travel has made normal. They cover how early to get to the airport, the tells that give away a first-timer at security, and the strange economics of paying to pick a seat you already bought, refusing (or maxing out) checked bags, and nine-dollar airport water. They also get into lounge rules, the seat-recline debate, flying with young kids, and the hotel details that signal a good stay, from a light switch you can reach from bed to checking the sheets before you unpack. Their rules of the road: embrace the weird, forgive other travelers’ foibles, and take the tiny products home. Connect with Switchfly Website: https://www.switchfly.com/ LinkedIn: https://www.linkedin.com/company/switchfly/ X: https://twitter.com/switchfly YouTube: https://www.youtube.com/@SwitchflyOfficial Chapters [00:00] The strange habits travel makes normal [00:55] Long lines, spreadsheets, and five tickets on one phone [02:08] Planning every detail, then hurry up and wait [03:54] Three hours early or right at boarding? [06:56] The tells of a seasoned traveler at security [09:34] Wallet phone cases, packing light, and the velvet suit [11:46] Lounge rules and the USO [13:02] Paying for a seat you already bought [14:20] Window or aisle, and shoes off on the plane [15:50] Airport prices and the free cup of water [17:15] The seat-recline debate [19:05] Crowding the gate, and why seasoned travelers just sit down [21:42] Carrying everything you own, everywhere [23:39] One bag, checked bags, and the Joey Tribbiani method [25:44] Flying with young kids [29:12] Hotel habits: tiny products and outlets within reach [30:45] Complain nicely, because hotels have discretion [31:23] Black lights, bedbugs, and checking the sheets [34:57] The hotel robe question [36:40] Embrace the weird [38:11] Three rules of travel Mentioned Episode Travel Buddy Ep.43 "Creating Exceptional Moments for Unmatched Customer Experiences" #TravelHabits #FrequentFlyerTips #AirportSecurity #SeatSelectionFees #CheckedBagFees #AirportLounges #AirlineAncillaryRevenue #TravelLoyalty #HotelTips #FamilyTravel