Ep 78: 5 Common Retirement Planning Questions About Taxes
Subscribe With Your Favorite App Show Notes As we approach the end of the year, saving money on taxes becomes a bigger focus for many
Tag: financial planning
Ep 77: Stock Market Update: How We Got Here and Where It’s Headed
Today we’re joined by Ben Sullivan, CFA® and vice president at AE Wealth Management. Ben will share his thoughts about why the market is down, whether we’re heading into a recession, and what could help turn this all around.
Ep 76: Year-End Retirement and Tax Strategy Planning (Part 2)
Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared.
Ep 75: Lending Expert Shares Tips for Financing Homes
Buying a home is often the largest purchase someone makes over the course of their lifetime so finding ways to do that as efficiently as possible could really benefit you financially in the future. Today we’re talking with Michael Bischof, regional vice president for mortgage lending at Guaranteed Rate, to get his expert tips and insight into financing your next home purchase.
Ep 74: Year-End Retirement and Tax Strategy Planning
Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and minimize your overall tax burden.
Ep 73: Irreversible Retirement & Financial Decisions
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.
Ep 72: Getting the Best Price Buying or Selling a Home with Realtor Lindsay Schulze
If you’re looking to sell your home, buy a home or buy a vacation home, today’s show is for you. Today we’ve invited a good friend and realtor onto the show to get an update on everything that’s happening around real estate and to get tips on the best approach for today’s market.
Ep 71: Taxes on Inherited Real Estate, Roth Conversions & More – Mailbag Episode
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about taxes on inherited real estate, Roth conversions, and saving for retirement with irregular income.
Ep 70: Planning For Retirement’s Uncertainties
There are many things we know we’ll have to deal with in retirement, but we don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? We’ll help you determine how.
Ep 69: 7 Biggest Retirement Regrets
About 26% of retirees are not living the lifestyle they wanted in retirement. Today we’re going to learn from their mistakes so you don’t end up with the same regrets.