All Episodes
Episodes
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...
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IRMAA and Roth Conversions - What You Need to Know
Hey there, folks! Today, we're diving into one of those fun government acronyms β IRMAA. No, it's not a new character in a sitcom, but something from the Social Security Administration related to Medicare. IRMAA...
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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 β figuring out if a Roth conversion makes sense for you. Today, we're rolling up our sleeves to tackle a...
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Roth Conversions - Is It Right For You?
Autumn brings more than just turnkeys and pumpkins β 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 werenβt on the agenda then, but letβs 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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