Episode 128 | For better or worse, physical and financial health go hand in hand. Here are four moves you can make to improve both.
Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Reducing Taxes in Retirement Keep More of Your Money and Leave the IRS Weeping Reducing Taxes in Retirement Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:…
Episode 67 | The media is howling that the current financial bear market is a crisis. 📉 Is it? Or is it an opportunity of a lifetime?
Episode 51 | There is a difference between tax preparation and tax planning. Tax preparation asks, “How can we save the most taxes last year?” Tax planning asks, “How can we save the most taxes over a lifetime?”
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Episode 39 | Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.