Posts Tagged ‘Tax Planning’
Episode #28: How To Save For A Wedding
David answers three listener questions, including one on saving for a wedding. He also tackles questions on IRAs and the tax implications of selling a stock.
Read MoreEpisode #27: Social Security Is Taxable? Oops…
Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation. Discover how Security taxation could affect you in retirement.
Read MoreEpisode #17: Are You Asking The Wrong Financial Questions
To plan for retirement, you need to be asking the right kind of financial questions. But what if you have it all wrong? David takes some of the questions he hears most and tells you what kind of questions you really should ask when it comes to saving and preparing for retirement.
Read MoreEpisode #16: Are You Flirting With Disaster?
You might be flirting with financial disaster and not even realize it. If you find yourself in any of the following scenarios, you’ll want to visit with your financial advisor as soon as possible.
Read MoreEpisode #15: Real Advising Is Problem-Solving
Most people think their advisor’s primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving.
Read MoreEpisode #8: Retirement Uncertainties
You can’t possibly prepare for every scenario in retirement. Life has many uncertainties. Learn how to make the best decisions amidst financial uncertainty.
Read MoreEpisode #7: 401(k) Rollovers
401(k) rollovers are useful tools. However, they’re tricky to execute. Get a proper understanding of a rollover and whether this strategy is right for you.
Read MoreEpisode #5: Taxes In Retirement
If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.Â
Read MoreEpisode #3: Traditional Versus Roth
IRA accounts are useful tools, but you need to know which type is best for you. David explains the differences between Roth and traditional IRAs.Â
Read MoreEpisode #1: What’s The Deal With RMDs?
What are Required Minimum Distributions, do you have to take them, and how do they affect your financial plans for retirement? David gets you up to speed on the essentials so you don’t make crucial mistakes that could affect you as you near retirement.
Read More