Podcast Episodes
Back to SearchHow 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…
5 years, 1 month 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…
5 years, 2 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 fro…
5 years, 2 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…
5 years, 2 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 explai…
5 years, 2 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 ha…
5 years, 3 months ago
Should You Have Multiple Investment Strategies?
Episode 222
Should you have a different investment strategy for your Roth IRA as you do for your 401(k)? Do certain investment strategies make sense in some acco…
5 years, 3 months ago
How Much House Can You Afford?
Episode 221
How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more im…
5 years, 3 months ago
Health Insurance Options in Early Retirement
Episode 220
Health insurance remains one of the most important factors in someone's ability and timing of retirement. If you are retiring before age 65, what are…
5 years, 3 months ago
The Current Retirement Boom
Episode 219
We are in a Retirement Boom...more people are retiring now than ever before. Due to the risks and challenges in a coronavirus world, and inflated sto…
5 years, 4 months ago