All Episodes
Episodes
Navigating the 2026 Tax Changes: How YieldsForYou.com Can Help
Navigating the Sunset of the Tax Cut and Jobs Act: A Guide for Retirees
Welcome to a practical rundown on the Tax Cut and Jobs Act and its implications, particularly as we edge closer to its scheduled expiration in...
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Financial Planning in Times of Crisis: A Comprehensive Guide
Special Edition: Navigating Uncertainty in Unprecedented Times
Big news, folks! First, there was an assassination attempt on former President Trump, then a global tech outage, and now President Biden has dropped out...
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The Hidden Truths: What Brokers Don't Tell You About Mutual Funds
In this episode, we're diving into a hot topic that has stirred up quite a debate among financial experts: mutual funds. Are they the backbone of your retirement plan or a hidden obstacle on your path to financial...
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From Assets to Legacy: Transformative Estate Planning with GRATs, CRATs, and QPRTs
Let's dive into the heart of smart estate planning with our latest discussion featuring the knowledgeable Azriel J. Baer, a standout in the world of estate planning and trust administration. Today, we're unraveling...
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Future-Proof Your Wealth: How SLATs Can Shield Your Estate
Today, we're diving into the intriguing world of estate planning with a special focus on the not-so-well-known but incredibly potent Spousal Lifetime Access Trust, or SLAT for short.
Joining us this week, is our...
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4 Alternatives to Annuities Your Agent Doesn't Want You To Know!
The Roller Coaster Ride of the Market
It's a question as old as the markets themselves: Why must the financial markets roller-coaster, teasing us with their ups and downs rather than gliding smoothly upwards? Wouldn't...
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Beyond the 401(k): Crafting a Retirement Strategy That Works for You
Navigating the realm of retirement savings can often feel like a daunting journey, along with complex decisions and obscure jargon. Yet, amidst the labyrinth of financial advice, one beacon of wisdom shines a light on...
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The CD Conundrum: Making Wise Moves as Interest Rates Fall
Today, we're unraveling the complex world of interest rates and their potential impact on your investment strategy. With the Fed's movements under a microscope, investors are on the edge of their seats, wondering how...
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Beat the Tax Clock: Last-Minute Moves to Lower Your Bill
Ah, the great tax scramble of 2023! You might think the clock's run out on trimming that tax bill, but guess what? There's still time for a financial Hail Mary, thanks to some clever moves and, of course, the wisdom...
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Navigating the Sunset of the Tax Cut and Jobs Act: Strategies for Your Finances
As we peer into the financial horizon, the looming sunset of the Tax Cut and Jobs Act (TCJA) in 2026 presents a pivotal moment for taxpayers across the United States. This legislation, a hallmark of tax reform, has...
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Predictions for 2024
Navigating Market Volatility in an Election Year
As the election looms on the horizon and market volatility hits unprecedented levels, many of us standing at the cusp of retirement or already embracing it are left...
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Navigating the World of High-Yield Bank CDs: A 10% Opportunity?
Have you heard about these bank CDs offering a whopping 10% return? Sounds like a financial unicorn, right? Well, grab a seat, and let's chat about this.
Today, we're diving into the world of banking and investments,...
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