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Deep Dive by Katie St Ores CFP® ChFC® EA

Deep Dive by Katie St Ores CFP® ChFC® EA

De : Katie St Ores CFP® ChFC® EA
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Join Katie St Ores on the*Deep Dive*, the ultimate podcast for breaking down 401k, retirement, personal finance and business insights. From mastering small business strategies to decoding taxes and personal finance, we cover it all. Get expert comparisons on financial tools like tax software, bookkeeping platforms, and banks to make smarter money decisions. Whether you're an entrepreneur or just curious about managing your finances better, this podcast delivers clear, actionable tips every week. Hit play and take control of your financial future today!Katie St Ores CFP® ChFC® EA Economie Finances privées
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    • TurboTax 2026 Full Walkthrough: How to File Step-by-Step
      Jan 28 2026

      This video features affiliate links for e-file.com(go.saintores.com/e-file) and FreeTaxUSA(go.saintores.com/FreeTax). We may earn a commission if you choose to file through these links. This support helps us continue providing free educational content.

      🔔 Subscribe for more EA Insights: https://go.saintores.com/sub

      TurboTax Walk Thru 2026! 🚀 Before you file, watch this unfiltered 21-minute walkthrough.

      As a CFP® and Enrolled Agent (EA), I’m showing you the 2026 TurboTax interface, the sneaky upsells to avoid, and the major tax law changes from the "One Big Beautiful Bill" affecting your refund this year.

      🏢 📁 Reliable E-Filing at e-File.com: https://go.saintores.com/e-file

      🚀 File for less with FreeTaxUSA: https://go.saintores.com/FreeTax

      Video Highlights & Key Updates] In this walkthrough, we aren't just clicking buttons. We’re discussing:New 2026 Deductions: Larger standard deductions and new Child Tax Credits.TurboTax 2026 Review: Is the "Expert Help" worth the premium price tag this year?0:00 – IRS Opening Day 2026: What you MUST know 2:26 - 2026 OBBBA tax changes3:20 – Starting your 2026 Tax Return 7:15 – The "No Income Tax" Map (9 States Update) 11:40 – Avoiding the TurboTax "Upgrade" Trap 16:50 – "One Big Beautiful Bill" Law Changes 20:00 – Final Review: To File or to Switch?Join our community for expert tax strategy all season long.

      #TurboTax2026 #TaxSeason2026 #NoIncomeTax #KatieStOres #TaxWalkthrough #PersonalFinance #FreeTaxUSA #TaxTips2026#efile2025, 2023, 2020 Women’s Initiative (WIN) CFP® Board 2025, 2024, 2020 Financial Women to Watch on YouTube

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      19 min
    • How to Start a Paver Installation Business: Your Blueprint to Success | Deep Dive with Katie St Ores
      Jul 22 2025

      Pavers - Start a Paver Business: Deep Dive with Katie St Ores

      #PaverBusiness #HardscapeEntrepreneur #StartABusiness


      Creative Cloud https://www.adobe.com/?sdid=49F59KY6

      Are you dreaming of building your own business and creating beautiful outdoor spaces? Look no further! In this episode of Deep Dive, Katie St. Ores takes you on an in-depth journey into the lucrative world of paver installation. If you've ever considered becoming your own boss in the hardscaping industry, this is the essential guide you've been waiting for.


      Starting a paver installation business can seem daunting, but with the right knowledge and strategies, you can lay a solid foundation for success. Katie breaks down everything you need to know, from the initial planning stages to securing your first clients and scaling your operations. We'll explore the critical steps involved in launching a hardscaping venture, including identifying your target market, understanding local regulations and permits, and developing a robust business plan.


      This video isn't just about pavers; it's about entrepreneurship. We'll discuss how to conduct thorough market research to assess demand and competition in your area, helping you to carve out your niche. Learn about the essential equipment and tools you'll need to get started, from excavators and plate compactors to the various types of pavers and bedding materials. Katie shares valuable insights into sourcing high-quality materials at competitive prices, a crucial factor for both profitability and customer satisfaction.


      Beyond the physical aspects of installation, we dive deep into the operational side of the business. Discover effective pricing strategies that ensure you're competitive yet profitable, whether you're quoting for small patios or large driveways. We'll also cover the importance of insurance, licensing, and bonding – vital components for protecting your business and clients.


      But what about getting the word out? Marketing and sales are key to a thriving paver business. Katie reveals proven strategies for attracting customers, including leveraging online platforms, building a strong local presence, and harnessing the power of referrals. Learn how to create compelling proposals, manage customer expectations, and deliver exceptional service that earns you rave reviews and repeat business.


      Furthermore, we'll touch upon hiring and training a reliable crew, managing projects efficiently, and understanding the nuances of project management in the hardscape industry. We also address common challenges new businesses face and provide actionable advice on how to overcome them, ensuring your venture thrives even through difficult periods.


      Whether you're a seasoned hardscape professional looking to go solo or an aspiring entrepreneur with a passion for transforming outdoor living spaces, this Deep Dive episode provides the blueprint you need. Get ready to learn how to turn your passion for pavers into a profitable and fulfilling business. Subscribe to Deep Dive by Katie St. Ores for more entrepreneurial insights!


      More Podcasts:


      From Idea to Income: Launching Your Paver Business Successfully

      The Paver Pro's Guide: How to Start Your Own Hardscaping Company

      Build Your Empire: Starting a Paver Installation Business from Scratch

      Paver Business Mastery: Essential Steps to Launching Your Hardscape Venture

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      23 min
    • M&A Basics for SMBs: Quick Guide from Deep Dive with Katie St. Ores
      Jun 23 2025

      Short version of Mergers and Acquisitions: Decoding M&A for Small & Mid-Sized Businesses (SMBs). Deep Dive by Katie St. Ores

      90 minute version also available

      #SMBMergers #AcquisitionStrategy #BusinessGrowth #katie_st_ores

      #MABasics #BusinessAcquisition


      Creative Cloud https://www.adobe.com/?sdid=49F59KY6


      Welcome to Deep Dive with Katie St. Ores! Is the world of Mergers & Acquisitions (M&A) a mystery to you? As a small to mid-sized business (SMB) owner or aspiring entrepreneur, you might think M&A is only for the big players. But understanding the fundamentals of M&A can be crucial for your business's growth and long-term strategy. In this episode, we're breaking down the complex world of M&A into easy-to-understand basics, specifically tailored for SMBs.


      Join Katie as she demystifies M&A, providing a clear and concise introduction to the key concepts. We'll explore what M&A really means for smaller businesses, why you should care, and the essential steps involved. This episode is perfect for those who are completely new to the topic but want to gain a foundational understanding.


      This episode will cover:


      What is M&A? We'll define mergers and acquisitions in simple terms, explaining the differences and why they matter to SMBs.

      Why Consider M&A? Discover the potential benefits of M&A for your small business, including growth opportunities, market expansion, and strategic advantages.

      Key Terminology: We'll demystify common M&A jargon, so you can confidently understand the conversations around you.

      The M&A Process (Simplified): Katie will walk you through the basic steps of an M&A transaction, from initial interest to closing the deal.

      Types of M&A Deals: Learn about the different ways M&A transactions can be structured, and which might be relevant to your business.

      Finding Professional Help: Understand the importance of advisors (legal, financial, etc.) in the M&A process.

      Common M&A Myths Debunked: We'll address some misconceptions about M&A, helping you separate fact from fiction.

      Whether you're just curious about M&A or starting to explore it as a potential strategy, this Deep Dive episode provides the essential knowledge you need to get started. Don't let the complexity intimidate you; Katie St. Ores makes M&A accessible and understandable for every SMB owner. Tune in and learn the basics!


      Subscribe to Deep Dive with Katie St. Ores for more expert insights into business strategy, finance, and growth!


      Four More Titles:


      M&A for SMBs: Your Beginner's Guide to Mergers & Acquisitions

      Demystifying M&A: A Small Business Owner's Introduction

      M&A 101: Understanding Mergers & Acquisitions for SMBs

      The Essential Guide to M&A for Small and Mid-Sized Businesses

      SMB Growth Hacking: Mergers & Acquisitions Unpacked

      Selling or Buying a Business: Your SMB M&A Playbook

      Unlock Your Business's Potential: A Small Business Guide to M&A

      Beyond the Big Leagues: Mergers & Acquisitions for Main Street Businesses

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      8 min
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