{"podcast":{"title":"It's All Money","slug":"it-s-all-money-6950266","podcast_index_feed_id":6950266,"rss_url":"https://www.spreaker.com/show/6212742/episodes/feed","website_url":"https://www.spreaker.com/podcast/it-s-all-money--6212742","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4cb905d658ed501955cbcd708c91eca1.jpg","author":"707 Media, Fermata Advisors","episode_count":39,"summary":"Your 401k, a classic car collection, quantitative easing and the rising cost of your fast food burger all seem like wildly different topics. And yet somehow, they all end up hitting your checking account one way or another. It's All Money draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Every episode is designed for you to walk away at the end with 1 useful tip to increase your financial confidence, even if (actually especially if) you knew very little about the topic at the start. Because ultimately, It's All Money . It's All Money is powered by Sonoma Wealth. The show is hosted by Sonoma Wealth Managing Principal Daren Blonski, CFP® AIF® and Marketing Director Dano Weir. Sonoma Wealth is the private wealth arm of Fermata Advisors. Fermata's holistic financial services also includes Fermata 401k and Fermata Tax. Fermata is headquartered in Sonoma, California with offices across Northern California in Santa Rosa, San Rafael, Auburn and Chico.","last_synced_at":"2026-07-19T00:19:00.018475+00:00","page_url":"https://stenobird.com/podcast/it-s-all-money-6950266"},"episode":{"title":"What Is Tax Planning?","slug":"what-is-tax-planning","published_at":"2025-02-11T01:09:36+00:00","page_url":"https://stenobird.com/podcast/it-s-all-money-6950266/what-is-tax-planning","show_page_url":"https://stenobird.com/podcast/it-s-all-money-6950266","url":"https://www.spreaker.com/episode/what-is-tax-planning--64308466","audio_url":"https://api.spreaker.com/download/episode/64308466/ep_16_audio.mp3","summary":"We’ve all “done our taxes”. Gather up a mess of documents, send them in to your person or software program, weeks pass, maybe you get a check maybe you cut a check, depends on the year. Wash, rinse, repeat. But have you ever had a conversation with a professional about the long-term tax burden of being in certain investments? How a move you make today could affect your taxes in 5 years? Has anyone ever told you that certain charitable contributions you’re making you thought weren’t deductible could be with a Donor-Advised Fund under certain circumstances? These would be insights learned during Tax Planning, also called Tax Observations. Our own Clay Dunkle CFP®, AIF® makes his debut on It’s All Money to discuss one of his favorite parts of the business, and analyze the subtle nuance of the phrase “It’s not what you make, it’s what you keep that counts.” Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/ Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth _______________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investm…","meta_description":"We’ve all “done our taxes”. Gather up a mess of documents, send them in to your person or software program, weeks pass, maybe you get a check maybe you cu…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1650,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/it-s-all-money-6950266/episodes/what-is-tax-planning/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/it-s-all-money-6950266/what-is-tax-planning.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}