Episode #14: Don’t Forget About Taxes
October 11, 2018Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning.
Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning.
As you approach retirement, understand the different investment options that are available. Know the difference between a Roth and traditional 401(k).
We live in an age of unprecedented entrepreneurship - see Apple and Amazon. Brian shares advice for entrepreneurs wanting to invest in the next big company.
Everyone loves Yogi Berra quotes. Discover how his one liners might apply to the world of finance.
Reminisce on an 80s classic, and discover how Atari's Space Invaders could possibly relate to your retirement.
In the wake of the new tax code, find out whether a Roth IRA conversion is right for you.
Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger.
RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.
Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington.
Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy.
Are You Truly Ready to Retire? Have you dreamed about what you will do with your time in retirement? Thoughts... View Article
We feature Keith Farmer and discuss his ministries Straight Street and Street Ransom. We'll also examine the tax law as it pertains to charitable giving.
Your investments are probably overly complicated. Learn to simplify your investing strategy.
Long-term care will play a crucial role in your retirement. While most of us assume Medicare will cover our healthcare costs, that's not necessarily the case. Learn how to incorporate long-term care planning into your comprehensive financial plan.
Taxes are one of life's inescapable truths. While you can't get away from paying Uncle Sam, there are ways to minimize your tax burden. Discover practical strategies to alleviate the stress you induce every April.
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A wise old life insurance agent I knew used to say that to all his of clients. It was common... View Article