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Podcast

Work From Home Tax Proposal

January 7, 2021

We all know taxes are inevitable, but what we don’t know is how much taxes will be in the future. Is your retirement plan set accordingly? We’ll discuss an interesting tax proposal that came up recently.

Optimism for the Future

December 30, 2020

Within your financial plan, do you also have a tax plan? What about an estate plan? Do you really need those? Let’s talk about what you need to do to build optimism for the future.

How Far Will $1 Million Get You In Retirement?

December 23, 2020

The idea of being a millionaire carries a bit of appeal. But in reality, how long does a million dollars last in retirement?

End Of Year Tax Conversations

December 17, 2020

The Principle: Anything you should keep in mind as the year comes to a close? How will taxes impact your future financial planning? (Want to jump ahead in the episode? Click the featured times below to skip to a specific section.) Honest Takes: Since we won’t know if the Republicans or Democrats will control the… View Article

What Kind of Fees Are You Actually Paying?

December 10, 2020

Do you get sticker shock when it comes to advisor fees? What fees are you otherwise paying with mutual funds? Let’s talk about the common fees you’ll find associated with retirement accounts.

Multi-Generational Legacy Planning

December 3, 2020

The Principle: Do you have a legacy plan? Does your financial plan include an estate plan? How can you protect and provide for future generations? (Want to jump ahead in the episode? Click the featured times below to skip to a specific section.) Honest Takes: When the next generation or two inherits a great amount… View Article