Podcast Episodes
Back to SearchTop Strategies to Lower RMD
Season 10 Episode 235
Are you looking to reduce your Required Minimum Distributions (RMD) and keep more of your hard-earned money? Once you turn age 73, soon to be 75, you are required to begin withdrawing at least a mini…
Published on 1 year ago
How Much Money Do You Need to Retire?
Season 10 Episode 15
Retirement is often the most significant financial goal for many, and it usually requires the longest time to reach. One crucial factor in retiring with confidence is knowing how much money you need …
Published on 1 year ago
Tax Planning Strategies Before Year-End
Season 10 Episode 14
Tax planning is the proactive, creative work done before the end of the year and, in some instances before you file your taxes to improve your tax return. We are walking you through some of the most …
Published on 1 year ago
5 Steps to Gain Control of Your Finances
Season 10 Episode 13
There are 6 areas to everyone's financial life, and the best way to make progress in your finances is to make wise strategies that bring synergy to these 6 areas in pursuit of your financial goals. I…
Published on 1 year, 1 month ago
Future-Proofing Your Finances: Planning for What's Next in the Economy
Season 10 Episode 12
Starting next year, there will be a new administration in the White House, which leaves a lot up in the air when it comes to the economy and fiscal policy. What adjustments should you be making to yo…
Published on 1 year, 1 month ago
5 Times Not to Do a Roth Conversion
Season 10 Episode 11
Doing a Roth conversion can be an incredibly powerful financial strategy, allowing you to pay tax on some retirement funds now to have them grow tax-free for your future. However, that does not mean …
Published on 1 year, 1 month ago
Big Changes Coming to Medicare in 2025
Season 10 Episode 10
There are big changes coming to Medicare in 2025 thanks to the Inflation Reduction Act. We are joined by Medicare and Health Insurance Expert Ben Bulgrien as he explains how these changes will impact…
Published on 1 year, 1 month ago
Tax Planning Opportunities From the SECURE Act 2.0
Season 10 Episode 9
We are diving into the SECURE Act 2.0, which was enacted nearly two years ago, and exploring the tax planning opportunities it presents. While many changes are still on the horizon, there are strate…
Published on 1 year, 2 months ago
401k Strategies for Early, Middle, and Late in Your Career
Season 10 Episode 8
What is your strategy for investing in your 401(k)? For most of us, your 401(k) is your most powerful wealth-building tool, so having a proper strategy for using it can truly make or break your retir…
Published on 1 year, 2 months ago
Pre and Post-Retirement Tax Strategies
Season 10 Episode 7
Are you prepared for the tax implications of retirement? Tax planning is one of the six areas of your financial life, and it's taking center stage today as we share our favorite pre-retirement and po…
Published on 1 year, 2 months ago