Season 9

ROTH Conversions, 401k Strategies, and Income Tax Planning

November 26, 2024

Effective Budgets and Income Sourcing Plans

November 19, 2024

Hidden Costs of a High Salary

October 8, 2024

Major Mistake When Selling a House or Business

October 1, 2024

2024 Proposed Tax Policy Grab Bag (Part 2)

October 29, 2024

2024 Proposed Tax Policy Grab Bag (Part 1)

October 22, 2024

The Financial Doomsday of an Unrealized Capital Gains Tax

October 15, 2024

The Nightmare of Taxing Unrealized Capital Gains

October 8, 2024

Surprise Effects of Increasing Corporate Taxes

October 1, 2024

Why Your Net Worth Is The Wrong Number To Track

September 24, 2024

Do YOU Need $1,000,000 to Retire?

September 17, 2024

How the Media Uses Politics, Social Issues, and Market Volatility Against Us

September 10, 2024

A Broader Perspective on the Long-term Impact of Inflation

September 3, 2024

New DEI Issues with ESG/Socially Responsible Investing

August 27, 2024

This May Help You Avoid Irreparable Harm To Your Portfolio

August 20, 2024

Mutual Funds – Why you may get a tax bill, even when you lose money.

August 13, 2024

Investment Fees…the Good, the Bad, and the Ugly.

Understanding Tax Codes and Types of Investment Accounts

When to (and not to) Fund a Roth

Supercharge Your Charitable Donations

How to Make Money by Leveraging Debt

A Way To Make Better Financial Decisions

Stop Telling People They Have To Be Debt Free

Risk Series: The Problems Created By Not Talking To Your Kids About Money

Risk Series: Trying to Avoid Risk In Retirement Creates More Risk

Risk Series: Navigating Risk in Retirement Planning

Retirement Planning

News & Current Events

Life & Relationships

Tax Savings Strategies

Financial Planning