Podcast Episodes
Back to SearchTax Planning Changes for 2024
Season 9 Episode 34
As the tax filing season for 2023 comes to a close, it's not too early to start thinking about your 2024 taxes. What tax planning changes should be o…
2 years, 1 month ago
How to Become a 401k Millionaire
Season 9 Episode 33
Do you have a goal of having $1 million saved up inside your 401(k) and other retirement accounts? Data from the end of 2023 showed the number of peo…
2 years, 1 month ago
The Right Retirement Plan for Self-Employed
Season 9 Episode 32
When you own your own business or are self-employed, one of the key financial decisions you need to make is what type of retirement plan to set up. W…
2 years, 1 month ago
Pros and Cons of Health Insurance on Marketplace
Season 9 Episode 30
If you find yourself between jobs, retiring early, or are self-employed, you'll likely need to explore getting your health insurance through the Mark…
2 years, 1 month ago
How to Help Your Kids Develop Money Skills
Season 9 Episode 30
What should you do when your kids appear to lack the skills and maturity to handle money well? As a parent, should you step in and help, or do you le…
2 years, 2 months ago
Top Tax Strategies for Retirement
Season 9 Episode 29
Tax planning is one of the six areas of everyone's financial life and needs to be considered when making financial decisions. Being proactive and awa…
2 years, 2 months ago
The Right Entity Structure For Your Small Business
Season 9 Episode 28
From risk management to tax planning, the entity structure of your small business plays a big role in your financial life and planning. What is the r…
2 years, 2 months ago
How to Invest Tax-Efficiently
Season 9 Episode 27
Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you a…
2 years, 2 months ago
5 Truths About Recessions
Season 9 Episode 26
Many economists predicted a recession in 2023 that never came. How important is it to stay on guarded watch for a recession, and what impact does it …
2 years, 2 months ago
Tax Surprises for Your 2023 Tax Return
Season 9 Episode 25
This tax season has very few law changes compared to the previous three years. However, that doesn't mean it won't be full of tax surprises that may …
2 years, 3 months ago