Podcast Episodes
Back to SearchYear-End Tax Planning Strategies for 2023
Season 9 Episode 230
As the year is ending, little time remains for you to do your year-end tax planning for 2023. With the goal of paying the least amount of tax over yo…
2 years, 5 months ago
The Most Dangerous Assumptions in Retirement Planning
Season 9 Episode 13
To best plan for retirement, you must make several key assumptions about the future: when you'll retire, how much you'll spend, if you will have a pa…
2 years, 5 months ago
Is It Possible to Do Too Much Roth Conversion?
Season 9 Episode 12
The Roth Conversion is a great strategy for shifting dollars from a retirement account with a future tax liability to one where the dollars will grow…
2 years, 6 months ago
Most Common Questions When Enrolling in Medicare
Season 9 Episode 11
The transition into Medicare can be a confusing one, given the different choices you have and the way Medicare is structured. To help you plan ahead …
2 years, 6 months ago
Tax Law Changes for 2024 From SECURE Act 2.0
Season 9 Episode 10
The SECURE Act 2.0 which was passed late in 2023 introduced nearly 100 tax law changes that would take effect in the near future, with some of the mo…
2 years, 6 months ago
Creative Funding Strategies for the HSA
Season 9 Episode 9
If you have an HSA, you're familiar with the traditional funding strategies, but there are other, more creative, strategies. We're discussing advance…
2 years, 6 months ago
Changes to Medicare From Inflation Reduction Act
Season 9 Episode 8
Medicare Open Enrollment starts October 15, and this year, with some changes from the Inflation Reduction Act. Joined by Health Insurance Advisor, Be…
2 years, 7 months ago
How to Stay Motivated for Long-Term Financial Goals
Season 9 Episode 7
Have you ever found yourself in a rut financially, where all of your financial goals are long-term, and you find yourself losing motivation since the…
2 years, 7 months ago
5 Biggest Social Security Questions Answered
Season 9 Episode 6
Social Security is a vitally important retirement resource that you should be planning ahead for how to optimize as part of your financial plan. As C…
2 years, 7 months ago
How to Get Your Cash Working Harder for You
Season 9 Episode 5
With interest rates rising over the past 18 months, has the interest rate you're earning on your cash also increased? Many banks are still paying a d…
2 years, 7 months ago