Podcast Episodes

Get Moving on Your Extension

Season 2 Episode 56

Maybe you filed a tax extension back in April because you were missing some of the paperwork, needed more time due to complications, or simply procrastinated. Regardless of the reason, you filed an e…

Published on 7 years, 7 months ago

The Great Debate: Traditional VS. Roth IRA

Season 2 Episode 55

There are dramatic differences between traditional and Roth individual retirement accounts (IRA) and what you do not understand about the particular rules that apply to them can cost you. On today…

Published on 7 years, 7 months ago

How Not to Owe at Tax Time

Season 2 Episode 54

Are you wondering why you owed so much in taxes this year? Want to make sure you never owe a big tax bill or any bill at all – when you file your income taxes? On today’s show, Ralph outlines what st…

Published on 7 years, 7 months ago

Factors Affecting Social Security

Season 2 Episode 53

The importance of Social Security for retired Americans simply can not be overstated. Further, understanding what you will be paid from Social Security and what factors can effect that payout are equ…

Published on 7 years, 7 months ago

401(k) Features to Know and Love

Season 2 Episode 52

On today’s show, Ralph discusses features and benefits to contributing to 401(k)s for those staring early and those starting late. 

Submit your questions or ideas for future shows, tweet us at @askra…

Published on 7 years, 7 months ago

Should I Retire?

Season 2 Episode 51

Retirement is about the alignment of two things: money and values. When deciding if you should retire, that means you have to know if you can afford to - and you have to know what retirement means to…

Published on 7 years, 7 months ago

Are Social Security Benefits Taxable?

Season 2 Episode 50

Many Americans do not know that depending on your income, you could have to pay your federal income tax rate on up to 85% of your Social Security benefits. On today’s show, Ralph reviews the tax regu…

Published on 7 years, 7 months ago

Lame Excuses for Non/Late Filers

Season 2 Episode 49

Did your forget to file your taxes? Were you too busy to submit your return? Was tax filing just too confusing? On today’s show, Ralph talks lame excuses for filing late and not filing and whether th…

Published on 7 years, 7 months ago

IRS Red Flags to Know

Season 2 Episode 48

So you have filed your 2017 tax return, or filed an extension, and may have one nagging question: Am I going to be audited by the IRS?For most people, even the prospect of an IRS tax audit can raise …

Published on 7 years, 8 months ago

What To Do When Your Returns Have Been Botched

Season 2 Episode 47

To err is human, but to err on your tax return can be a complete disaster. If you did your own taxes, of course, you may have only yourself to blame. But if you think your tax preparer made a mistake…

Published on 7 years, 8 months ago