Rob Pasquesi | Personal Finance & Tax Planning

Subscribers 4.4K

Videos 276

Views 649.8K

Channels Like Rob Pasquesi | Personal Finance & Tax Planning

Rob Pasquesi | Personal Finance & Tax Planning covers topics related to personal tax planning, tax strategies, business taxes, and wealth-building through tax planning, including S-Corp, RSUs, deferred compensation, and home office deductions. The channel features tutorials and explanatory videos based on real-world client experiences, with upload frequency averaging about 0.8 videos per week and an average of 219 views per video.

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Similar Channels

We found 46 YouTube channels similar to Rob Pasquesi | Personal Finance & Tax Planning

Karlton Dennis YouTube channel thumbnail

#1

Karlton Dennis view on YouTube ▶

91% relevance

Subscribers 1.1M

Videos 1.9K

Views 79.0M

Appearances 20

SERP 100%

Similarity 85%

personal tax planning tax planning strategies startup Delaware LLC taxes

High search overlap on personal tax planning and startup Delaware LLC taxes (100% search match) and strong content alignment around tax planning strategies (85%), indicating a similar niche audience and topics.

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LYFE Accounting YouTube channel thumbnail

#2

LYFE Accounting view on YouTube ▶

88% relevance

Subscribers 573K

Videos 527

Views 29.2M

Appearances 28

SERP 92%

Similarity 85%

personal tax planning tax planning strategies startup Delaware LLC taxes

Very similar focus on personal and startup tax planning with a near-perfect search match (92%) and solid content overlap (85%), signaling an audience that seeks tax strategies and startup tax considerations.

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Sherman - My CPA Coach YouTube channel thumbnail

#3

Sherman - My CPA Coach view on YouTube ▶

78% relevance

Subscribers 278K

Videos 293

Views 23.8M

Appearances 21

SERP 76%

Similarity 80%

tax planning strategies S-Corp taxes for beginners home office tax deduction

Shares tax planning strategy content and beginner-friendly guidance (78% match) with a slightly broader tax planning approach, appealing to an audience early in tax education and deductions.

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Toby Mathis Esq | Tax Planning & Asset Protection YouTube channel thumbnail

#4

Toby Mathis Esq | Tax Planning & Asset Protection view on YouTube ▶

63% relevance

Subscribers 597K

Videos 1.1K

Views 45.8M

Appearances 17

SERP 42%

Similarity 77%

personal tax planning tax planning strategies home office tax deduction

Aligns on personal tax planning and tax strategies and covers home office deductions, but has a lower overall match (63%), suggesting overlap with a more asset-protection oriented angle.

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The Money Guy Show YouTube channel thumbnail

#5

The Money Guy Show view on YouTube ▶

60% relevance

Subscribers 647K

Videos 5.3K

Views 192.7M

Appearances 8

SERP 37%

Similarity 75%

deferred compensation tax 2025 tax changes employee stock compensation taxes

Targets tax planning topics related to compensation and 2025 tax changes, showing audience interest in tax policy and compensation taxes with a moderate overlap (60%).

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#6

Merit Financial Advisors

58% relevance

Subscribers 72.4K

Videos 389

Views 12.4M

Appearances 7

SERP 25%

Similarity 80%

tax planning for executives retirement tax planning charitable giving strategies

Delivers retirement and executive tax planning content plus charitable giving strategies, aligning with tax planning but with a more retirement/estate planning emphasis and a softer overlap (58%).

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Content Landscape

Top competitors by match strength are Karlton Dennis (91% match) and LYFE Accounting (88% match), both aligning on queries such as personal tax planning, tax planning strategies, and startup Delaware LLC taxes. Sherman - My CPA Coach (78% match) also shares focus on tax planning strategies and home office deductions, while Toby Mathis Esq | Tax Planning & Asset Protection (63% match) overlaps on personal tax planning and related deductions. The Money Guy Show (60% match) intersects on deferred compensation tax, 2025 tax changes, and employee stock compensation taxes. Rob’s channel has 4.5K subscribers, which is smaller than all listed competitors (ranging from 278K to 1.1M), indicating a smaller audience despite overlapping content areas.

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Video Highlights

Didn't Make the Cut

40 additional channels that were close

Rank	Relevance	Channel	Similarity	Subscribers	SERP	Appearances
#7	57%	The Tax Geek	81%	15.3K	23%	6
#8	55%	Gusto	85%	66.6K	10%	2
#9	55%	Navi Maraj, CPA	86%	82.3K	9%	2
#10	55%	FIRE Psy Chat	81%	91.6K	16%	3
#11	54%	Boris Musheyev, CPA	81%	40K	14%	2
#12	54%	Farhat Lectures. The # 1 CPA & Accounting Courses ▶	74%	270K	25%	7
#13	54%	Retire Confidently \| Anthony Saffer & Alex Okugawa ▶	75%	48K	22%	6
#14	53%	ClearValue Tax ▶	72%	2.9M	24%	8
#15	53%	Not Your Dad's CPA	82%	34.6K	9%	1
#16	53%	Java Wealth - Personal Finance for Tech Employees	77%	3.3K	16%	6
#17	53%	Ferguson Financial Planning	79%	10.5K	13%	4
#18	52%	A Penny Pinchers Guide to Personal Finance ▶	78%	18.8K	13%	3
#19	52%	The Ramsey Show Highlights ▶	69%	4.5M	26%	5
#20	51%	Jason D. Knott	79%	36.8K	10%	5
#21	51%	Jackson Hewitt	78%	4.9K	10%	4
#22	51%	Mark J Kohler ▶	78%	607K	10%	4
#23	50%	Matt Calcagno, CFP®, CKA®	73%	9.8K	16%	2
#24	50%	Nick Davis, CFP®	77%	76.3K	11%	5
#25	50%	Jarrad Morrow ▶	77%	181K	10%	2
#26	50%	Retirement Talk	76%	4.3K	11%	1
#27	50%	Parallel Wealth	72%	156K	18%	6
#28	50%	James Conole, CFP® ▶	75%	208K	13%	6
#29	50%	Money with Katie	70%	29.5K	19%	3
#30	50%	Michael Ruger - Greenbush Financial Group	77%	26.8K	9%	2
#31	49%	George Kamel ▶	74%	560K	13%	2
#32	49%	Ari Taublieb, CFP®	72%	80.8K	14%	3
#33	49%	Inland Revenue NZ	75%	10.2K	10%	2
#34	49%	Your Money, Your Wealth	75%	34.8K	9%	1
#35	47%	Accounting Stuff ▶	71%	1.0M	11%	3
#36	47%	Intuit TurboTax	71%	241K	11%	5
#37	47%	BizMoney Explained	68%	7.4K	15%	3
#38	47%	CNBC Television ▶	68%	3.3M	14%	4
#39	46%	The American Estate Planning Series	71%	316K	9%	2
#40	46%	Charles Schwab ▶	69%	532K	12%	3
#41	46%	The Business Guy \| Asset Protection Planners ▶	69%	185K	11%	1
#42	46%	Raymond La ▶	69%	47.5K	11%	3
#43	46%	Two Cents	70%	817K	9%	2
#44	42%	CBS News ▶	63%	7.0M	11%	3
#45	41%	College & Career Ready Labs │ Paxton Patterson	62%	54.4K	11%	1
#46	41%	World Affairs In Context	62%	585K	11%	1

Search Queries Used

personal tax planning tax planning strategies S-Corp health insurance RSUs taxation ordinary income deferred compensation tax startup Delaware LLC taxes S-Corp taxes for beginners home office tax deduction 2025 tax changes paycheck tax explanation vehicle deduction tips W-4 form changes tax benefits strategies retirement plan tax planning employee stock compensation taxes self employed deductions tax planning for executives earned income tax Credit capital gains taxes overview salt state and local taxes business depreciation basics retirement tax planning tax implications of bonuses employee benefits tax impact 401k tax planning tips health savings account benefits alternative minimum tax basics tax planning for startups estate tax planning tips charitable giving strategies business expenses deduction rules quarterly estimated tax tips tax implications of RSUs tax efficient investing passive income tax rules

Frequently Asked Questions

Which YouTube channels are most similar to Rob Pasquesi | Personal Finance & Tax Planning ?

Karlton Dennis — 91% match, 1.1M subscribers; LYFE Accounting — 88% match, 573K subscribers; Sherman - My CPA Coach — 78% match, 278K subscribers. All three are personal finance/accounting channels focused on taxes, bookkeeping, and CPA guidance, similar to Rob Pasquesi in niche and audience.

What type of content does Rob Pasquesi | Personal Finance & Tax Planning make?

Rob Pasquesi makes videos about tax planning, personal finance, and business taxes, as indicated by titles such as The S-Corp Health Insurance Mistake, Your W-2 Decoded, 2026 W-4 Form Comparison, RSUs taxed as ordinary income, and Deferred Compensation Plans Explained. He uploads around 0.8 times per week and his videos average about 219 views each.

How do we determine which channels are similar to Rob Pasquesi | Personal Finance & Tax Planning ?

We analyze Rob Pasquesi | Personal Finance & Tax Planning 's recent videos, generate topic-relevant search queries, check YouTube search results, and compare the meaning of each channel's content to measure similarity. The result is a ranked list sorted by SERP overlap, semantic similarity, and search appearances.

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