All Episodes
Episodes
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...
View Episode
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...
View Episode
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...
View Episode
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,...
View Episode
Why The Fed is Worried About The Middle East...And So Should You!
The Ripple Effects of War on Your Wallet
War, as distant as it may seem, has a way of sneaking into our everyday lives, especially when it comes to financial security. We all cherish that comforting routine: wake up,...
View Episode
Navigating Social Security: When to Claim for an Optimal Retirement
The Crucial Question: Early or Delayed Social Security Filing?
Hey there! Today, let's unravel another critical puzzle about Social Security. Should you file early or delay your benefits? It's a decision that weighs...
View Episode
Is 2024 the time to ditch the 60/40 Portfolio? Blackrock is doing it...should you?
A Time-Tested Strategy with a Twist
Hey there, friends! Today, let's chat about something that's been a bit of a Holy Grail in retirement investing – the famous 60/40 portfolio. Now, this isn't your grandma's knitting...
View Episode
Unraveling the Mystery of Roth Conversions: A Down-to-Earth Guide
Welcome to another dive into the complex world of retirement planning! Today, we're unraveling the "killer" Roth conversion strategy and its interplay with Required Minimum Distributions (RMDs). Strap in for a journey...
View Episode
IRMAA and Roth Conversions - What You Need to Know
Hey there, folks! Today, we're diving into one of those fun government acronyms – IRMAA. No, it's not a new character in a sitcom, but something from the Social Security Administration related to Medicare. IRMAA...
View Episode
Roth Conversions - How Much To Convert This Holiday Season
Welcome back to our journey through the intricate world of Roth conversions. Last week, we unpacked the basics – figuring out if a Roth conversion makes sense for you. Today, we're rolling up our sleeves to tackle a...
View Episode
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...
View Episode
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...
View Episode