Season 2
Episodes
Roth Conversions - Is It Right For You?
Autumn brings more than just turnkeys and pumpkins – it's also a prime season for Roth conversions and other End of The Year Tax Moves. For many tax-saving moves, Congress requires they be completed within the fiscal...
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Investment Pitfalls: Are You Falling for These Common Gambling Traps?
One of our long time readers submitted a great question..."How do you differentiate between gambling and investing?" I love this question for some many reasons...it really gets to the heart of investing and financial...
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Taking Control: The Importance of Living Wills in Modern Healthcare
Communication is key. It is key to a good marriage, it is the key to a good work-life balance. It can even be said that communication is one of the essential skills in life.
Today, we are going to talk about one of...
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$8.8 Billion Heartbreak: The Rising Cost of Elder Romance Scams
In the world of finance, we often talk about various kinds of risks: market risk, credit risk, operational risk, and so forth. However, today I'd like to take a moment to discuss a risk that's less spoken about in our...
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The Family Blueprint: Crafting a Thoughtful and Effective Estate Plan
Me and my wife have a deal...she gets to die first. Or at least that's her deal. See, my wife doesn't know what she would do without me...(or with me on some days :) I guess that is one of the disadvantageous of being...
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Trusts Demystified: What Every Investor Should Know
If you've been hearing that you should get a trust, or you've been wondering what the heck they are...let's dive in to it. Awhile back, I had a client, let's call him Joe. Joe was a hard-working guy who had spent his...
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The Fed and Your Retirement - What You Need To Know
Are you feeling a bit lost amidst all the recent market news? Don't worry, you're not alone. The markets have been quite volatile lately, causing some alarm and confusion. But fear not, because today we're going to...
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Navigating the Tax Maze When Selling Your Home
Hey folks, remember when we last chatted about real estate a few episodes ago? I know, I know, taxes weren’t on the agenda then, but let’s delve into it now. Trust me, even some seasoned advisors seem to overlook this...
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Maximizing Wealth: 3 Ethical Ways to Slash Your Tax Bill
Navigating the tax world feels a lot like solving a crazy complex maze. But get this, wrapping your head around tax strategies is a must if you want a top-notch retirement. Alright, we all know it's our duty as good...
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Unmasking 'No Loss Market Accounts': Are They Really as Safe as They Sound?
In today's episode of "Leibel On Fire," I decided to delve into the intriguing concept of 'No Loss Market Accounts.' This term has been making rounds in the marketing sphere of financial products, creating a buzz due...
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The Truth About Real Estate Investing: Is it Really the Golden Goose?
Hello, folks! It's Leibel here, and I'm fired up about a topic that's been a cornerstone of American wealth building for centuries – real estate. We're going to dive deep into what makes real estate tick as an...
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Buy & Hold vs Tactical - Which Is Right For You?
This week we're going to dive into the age old question of buy and hold versus tactical investing. Which is right for you in retirement? We'll find out on this episode of Label On Fire.
What is Tactical Investing
At...
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