Jan 27, 2022
Learn about some strategies still available to affect your 2021 tax return even though it is 2022, like IRA, HSA and self-employed retirement plan contributions.
Jan 12, 2022
A lot of decisions about financial planning can be changed later, and given the nature of an uncertain future almost certainly will be adjusted. But there are some decisions that can't be undone, like missing Medicare enrollment, annuities and Roth conversions.
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Dec 29, 2021
In this episode we dive into my review of The Psychology of Money by Morgan Housel.
Nov 17, 2021
****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21. This episode was recorded when there were anticipated changes. This could still be educational and you should monitor proposed legislation because changes could still happen in the future, but...
Nov 3, 2021
This episode covers those decisions you have to make around open enrollment. Listen in as we discuss group life insurance, group disability, FSAs and more.
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