Archive for June 2019
Episode #32: Mailbag – 401(k) Rollovers & Leaving An Inheritance
Have a few different old 401(k)s and want to simplify? Wondering if avoiding taxes is scam? Thinking about leaving an inheritance for your children? Listeners often send in their questions, so today David will answer these three questions from the mailbag.
Read MoreEpisode #31: 3 Critical Estate Planning Mistakes To Avoid
These are three estate planning mistakes everyone will want to avoid. Regardless of how big or how complicated your estate is, these will impact your heirs if they are done incorrectly.
Read MoreEpisode #30: Following The Voice Of Greed
When it comes to your money, it might feel like you have several different voices in your head telling you what to do. Sometimes it’s greed, sometimes it’s fear, sometimes it’s wisdom. We’ll talk through the different ways greed might speak to you and if you should follow those impulses.
Read MoreEpisode #29: 3 Things To Know About Stretch IRAs
When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.
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