Podcast Episodes
Back to SearchQualified Longevity Annuity Contracts Can Reduce Your RMDs
Season 1 Episode 17
As people live longer, the risk of outliving retirement savings becomes a significant concern. Qualified Longevity Annuity Contracts (QLACs) have eme…
1 year, 6 months ago
Tax-Loss Harvesting Gets an Upgrade What Investors Need to Know
Season 1 Episode 15
Learn how innovative strategies like tax-aware long-short investing are making tax-loss harvesting smarter and more efficient for modern investors in…
1 year, 6 months ago
Essential Year End Tax Moves You Can’t Afford to Miss
Season 1 Episode 14
As the year draws to a close, it's crucial to take stock of your financial situation and make strategic moves to minimize your tax liability. With a …
1 year, 6 months ago
Protect Your Holiday Generosity: How to Spot and Avoid Charity Scams
Season 1 Episode 13
The holiday season is a time of joy, gratitude, and giving. Unfortunately, this season of goodwill also attracts scammers who prey on the generosity …
1 year, 6 months ago
Top Year End Tax Strategies to Boost Your Business Bottom Line
Season 1 Episode 12
As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liabili…
1 year, 6 months ago
Insurance Agent Termination Payments Due
Season 1 Episode 11
This episode explores the tax implications of termination payments received by retiring insurance agents.
1 year, 6 months ago
Unlock Year End Tax Savings from Your Stock Portfolio!
Season 1 Episode 10
As year-end approaches, it's time to review your stock portfolio for tax-saving opportunities. This episode covers tax-loss harvesting—a strategy to …
1 year, 6 months ago
Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings
Season 1 Episode 9
Discover smart tax strategies for Baby Boomers to maximize retirement savings. Learn how to manage RMDs, leverage QCDs, time Social Security, and mor…
1 year, 6 months ago
Top Year End Tax Strategies to Boost Your Business Bottom Line
Season 1 Episode 8
As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liabili…
1 year, 6 months ago
The Dark Side of Wealth: Lessons from a CEO's Tax Fine
Season 1 Episode 7
Wise CEO Kristo Käärmann's hefty tax fine reveals shocking truths about billionaire accountability and the importance of transparency in leadership.
1 year, 6 months ago