Podcast Episodes
Back to SearchPlanning Strategies for the SECURE Act 10-Year Rule
Season 6 Episode 34
The SECURE Act introduced the 10-Year Rule for withdrawing inherited retirement accounts and it is going to represent a significant tax increase for your beneficiaries on your hard-earned savings. Wh…
Published on 4 years, 8 months ago
Time to Prepare for Higher Taxes
Season 6 Episode 33
The Biden Administration has been floating ideas about how they plan to increase taxes to help cover more spending in the future. What are the ways you can prepare for higher tax rates in the future?…
Published on 4 years, 8 months ago
How to Talk to Your Kids About Money
Episode 229
What’s the right age to begin talking to your kids about money? Do you wait until they get a job, or when they are in high school or college? How do you do so effectively so that they avoid the commo…
Published on 4 years, 8 months ago
Discussing Finances with Your Family - The 70/40 Rule
Episode 228
At what point should you begin discussing finances with your family? You don't want to wait until it's too late, but some family members may not be ready. Follow the 70/40 Rule as a benchmark for whe…
Published on 4 years, 8 months ago
How the New Stimulus Plan Affects Your 2020 Taxes
Season 6 Episode 30
The latest stimulus plan brought on significant tax changes, some of which even impact your return for 2020. Changes include the extension of the tax filing deadline to May 17, 2021, taxation on unem…
Published on 4 years, 9 months ago
Early Withdrawals From Retirement Accounts Through CARES Act
Episode 227
The CARES Act gave people unprecedented access to their retirement accounts during the pandemic. A Kiplingers poll showed an alarming statistic, that nearly 25% of Americans withdrew or borrowed from…
Published on 4 years, 9 months ago
Is My Home Office Tax Deductible? Biggest Tax Questions Part 2
Episode 226
Part 2 of the biggest tax questions from the pandemic, joined once again by CPA Ryan Fair. During the pandemic, many employees shifted to working from home - can you get a write-off on your taxes for…
Published on 4 years, 9 months ago
The Most Important Variable When Retiring
Episode 225
There are 5 factors, or 5 major variables, that influence your ability to retire with confidence. They are all interrelated, but is there one area of the five that is most important? We’re hitting th…
Published on 4 years, 9 months ago
Making Sense of the Most Important Short Squeeze Ever
Episode 224
The WallStreetBets and GameStop (GME) short squeeze will go down in stock market history, but it is as confusing as it was entertaining. We’ll explain what led up to it, what happened, and the possib…
Published on 4 years, 10 months ago
The Biggest Tax Questions from 2020
Episode 223
Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you have to pay tax on your unemployment? What can I ded…
Published on 4 years, 10 months ago