Tax-smart Charitable Giving Dollars & Common Sense podcast

43:11

We've all got 'em. From accumulating too much credit card debt, to making large impulse buys, to overspending on a home, or failing to save early enough, financial regret comes in many forms. In this show, we talk about the most common regrets and what you can do to avoid them.

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Social Security: An Overview, Its Formation and Its Future 43:17

25天之前43:17

43:17

A high-level overview of the Social Security program. In this show, we discuss why the program was created, how it's funded, what types of benefits are available, and the future viability of the program.

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Key Financial Planning Considerations to Start 2025 - #2 43:11

6 weeks之前43:11

43:11

Episode #2 -- Key financial planning ages, asset & debt considerations, and tax planning items to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.

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Key Financial Planning Considerations to Start 2025 - #1 42:50

8 weeks之前42:50

42:50

Episode #1 -- Personal & life items, cash flow issues, and asset & debt consideration to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.

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Smart Financial Planning Moves to Make Before Year End 42:38

13 weeks之前42:38

42:38

Issues to consider and moves you can make before year end regarding investments, tax planning, and cash flow to enhance your financial situation.

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Maximize Giving During the Holiday Season 42:55

15 weeks之前42:55

42:55

Show callers help shape the agenda as we discuss ways to maximize giving opportunities during the holiday season.

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The Virtues of Roth IRAs and The Value of Roth Conversions 42:45

17 weeks之前42:45

42:45

A deep dive into the benefits of Roth IRAs and the potential massive tax savings that can result from Roth IRA conversions.

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The Proper Use of Credit in Financial Planning 43:06

19 weeks之前43:06

43:06

How to use credit and debt effectively to enhance your finances. We explain different types of credit, do a deep dive on credit reports and credit scores, discuss how to use credit to your advantage, and ways to stay out of bad debt.

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How to Efficiently Create Income in Retirement #2 43:13

21 weeks之前43:13

43:13

The second segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.

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How to Efficiently Create Income in Retirement #1 43:58

24 weeks之前43:58

43:58

The first segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.

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Understanding and Preventing Identity Theft 43:12

25 weeks之前43:12

43:12

How does identity theft happen, how can you prevent it, and what to do if you're a victim.

1
Reverse Mortgage: What are they, how do they work, what is the benefit? 41:56

27 weeks之前41:56

41:56

This show, we do a deep dive on reverse mortgages. Once a much maligned financial product -- and for good reason -- they are now a very viable and beneficial financial planning tool.

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Twenty-Five Truths About Money 43:21

29 weeks之前43:21

43:21

Short, bite-sized truisms about money to help you build a solid financial foundation and build wealth over time.

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How to Prioritize Savings to Growth Wealth Fast 43:08

32 weeks之前43:08

43:08

This is the annual discussion of one our most popular podcasts -- prioritizing the right savings vehicles to maximize your net worth. It's starts with an emergency fund and ends with a traditional brokerage account, but there are a whole lot of options in between.

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Estate Planning: Tools, Tips, and Techniques 43:05

34 weeks之前43:05