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内容由Dollars & Common Sense and Wealthway Financial Advisors提供。所有播客内容(包括剧集、图形和播客描述)均由 Dollars & Common Sense and Wealthway Financial Advisors 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Financial Planning Considerations to Get 2024 Started Right - #2
Manage episode 401337917 series 1149861
内容由Dollars & Common Sense and Wealthway Financial Advisors提供。所有播客内容(包括剧集、图形和播客描述)均由 Dollars & Common Sense and Wealthway Financial Advisors 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.
…
continue reading
76集单集
Manage episode 401337917 series 1149861
内容由Dollars & Common Sense and Wealthway Financial Advisors提供。所有播客内容(包括剧集、图形和播客描述)均由 Dollars & Common Sense and Wealthway Financial Advisors 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.
…
continue reading
76集单集
所有剧集
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Dollars & Common Sense

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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Dollars & Common Sense

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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Dollars & Common Sense

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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Dollars & Common Sense

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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Dollars & Common Sense

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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Dollars & Common Sense

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

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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Dollars & Common Sense

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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Dollars & Common Sense

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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Dollars & Common Sense

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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Dollars & Common Sense

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

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

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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Dollars & Common Sense

Estate planning is an important component of comprehensive financial planning. In this episode, we discuss why estate planning matters, the key components of a complete estate plan, and the pitfalls of a poorly crafted (or non-existent) estate plan.
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