Ep 95: Last Minute Tax Tips Before Filing
Subscribe With Your Favorite App Show Notes If you’re looking for some last-minute tax tips before filing your 2022 taxes, this episode is for you.
Tag: roth
Ep 92: Roth Conversions, Rental Property & Income, Inheritance Decisions – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today we’re going to open up the mailbag to answer your financial questions and we’ll be covering some
Ep 87: SECURE Act 2.0 Impacts on Your Retirement (Part 1)
Subscribe With Your Favorite App Show Notes Another round of retirement changes are on the way after President Biden signed a spending bill in December
Ep 84: Annuities, Lump Sum Surpluses, Which Accounts to Max Out – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s show is all about answering your financial questions and we have four great ones for you that
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 47: Listener Questions: Roth Conversions, IRAs and More
Should you manage your own investments or work with an advisor? When should you do Roth conversions? Does having multiple IRAs make you diversified? These are all great questions we’ve received from listeners, and we’ll answer them on today’s show.
Ep 34: 10 Money Resolutions for 2022
The New Year is just around the corner. Today’s show is all about money resolutions and focusing on what you can control. You can’t control the stock market, but there are some things you can do to improve your financial future.
Ep 23: Tax Planning Tips to Maximize Your Retirement Accounts
Time to act fast. We’re sharing some important tax strategies you might want to put in place before Dec. 31 to maximize your retirement accounts. We’ll share what they are and why you might want to make these changes now.
Ep 22: Year-End Tax Planning Tips
We’re not even to December yet, but it’s important to start talking about tax planning strategies early. Today, we’ll explain why now is the best time to start planning for your taxes and how you can start.
Ep 18: Financial Fact or Fiction – Roths, Trusts and Life Insurance
Sometimes the easiest way to learn about something is to make it really simple. There are a lot of assumptions out there about finances, so let’s take some time to clear those up. Like the true/false tests you might have taken back in grade school, let’s play a round of fact or fiction to test your financial planning acuity.