“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
Everyone likes setting resolutions at the beginning of the new year but how often do those get broken within the first few weeks? It’s more beneficial to establish goals that we can build together and track not only this year but out on the horizon as well. In this episode, we want to [...]
Nobody enjoys taxes, especially while they’re working because they eat into so much of our paycheck. But what about retirement? How should we be planning for taxes when we’re no longer working? That’s the topic for this episode of the podcast and we’ll dive into it by addressing four of the most common questions [...]
What is an RMD? You've probably heard the acronym but how much do you know about required minimum distributions? There tends to be a lot of confusion surrounding RMDs, so today we will go over everything you should know. The Required minimum distribution is the mandatory amount that everybody must take from their qualified [...]
You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. We don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” [...]
How do you feel about free money? Sounds like a no-brainer, right? Maybe not. Most people don’t understand that free money isn’t actually free and that someone else’s money is just being spent. Let’s explore what we know about “free” money, income taxes, and some recent changes the government is implementing Here is some [...]
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 [...]
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it on today's show.
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.