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Ep 74: Social Security – Delay or No Way?

When to claim Social Security is a question that’s been asked as long as the program has been around. The reason why we’re still answering this question is that the strategy will vary for every individual. No matter what you decide, this crucial piece of income planning will certainly be a big part of [...]

By |2022-09-06T19:02:11+00:00August 24th, 2022|Podcast|Comments Off on Ep 74: Social Security – Delay or No Way?

Ep 72: Tax Planning Strategies with Steven Brewer, CPA

With the increasing tax environment that we’re in, it’s important as ever to be paying close attention to your financial decisions and the impact they could have on tax planning. Many of the investments you’re making today could have both short and long-term tax obligations and proper planning can ensure that you’re keeping as [...]

By |2022-09-06T18:53:53+00:00August 10th, 2022|Podcast|Comments Off on Ep 72: Tax Planning Strategies with Steven Brewer, CPA

Ep 71: What Grade Can You Get on This Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. [...]

By |2022-09-06T18:34:27+00:00August 3rd, 2022|Podcast|Comments Off on Ep 71: What Grade Can You Get on This Retirement Planning Quiz?
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