What The Wealth

Many people who reach their 80s and 90s want to start transferring their assets to their kids early rather than wait for it to be inheritance—but this may not always be the best way to do it. In today’s episode, I’m going to be sharing important insight into passing assets on to your beneficiaries. You will hear about common mistakes that parents make when trying to gift assets to their children, as well as how you can make the process easier and less of a financial burden on your beneficiaries.

You can find show notes and more information by clicking here: https://bit.ly/3oUFE0r

One of the biggest risks in your retirement is taxes. So today, I’ll be talking about how you can avoid a big tax bomb and how you can start making key decisions now that will help you navigate and plan for tax time next year. There’s a lot we can learn from our past year or so of filing, so I’ll also share how you can put that information to work for you to help you make the most of your money.

You can find show notes and more information by clicking here: https://bit.ly/3H2FI4q

One of the biggest risks in your retirement is taxes. So today, I’ll be talking about how you can avoid a big tax bomb and how you can start making key decisions now that will help you navigate and plan for tax time next year. There’s a lot we can learn from our past year or so of filing, so I’ll also share how you can put that information to work for you to help you make the most of your money.

You can find show notes and more information by clicking here: https://bit.ly/3H2FI4q

Are you ready for the twists and turns of life? Unexpected events happen all the time, and as I watch the aftermath of the tornado damage near Little Rock, Arkansas, it’s a big reminder about the importance of having a plan. This is a show about finances and financial planning, but in this episode, you’ll be hearing about a different kind of planning.

You can find show notes and more information by clicking here: https://bit.ly/40CI7u9

Are you ready for the twists and turns of life? Unexpected events happen all the time, and as I watch the aftermath of the tornado damage near Little Rock, Arkansas, it’s a big reminder about the importance of having a plan. This is a show about finances and financial planning, but in this episode, you’ll be hearing about a different kind of planning.

You can find show notes and more information by clicking here: https://bit.ly/40CI7u9

Today, I’m going to be addressing the most recent banking crisis that has been creating a lot of buzz lately. You will get to hear my analysis of the current crisis compared to other similar ones we have seen throughout history, as well as a few different things you can watch out for when it comes to situations like this.

You can find show notes and more information by clicking here: https://bit.ly/3FFzZ3A

Today, I’m going to be addressing the most recent banking crisis that has been creating a lot of buzz lately. You will get to hear my analysis of the current crisis compared to other similar ones we have seen throughout history, as well as a few different things you can watch out for when it comes to situations like this.

You can find show notes and more information by clicking here: https://bit.ly/3FFzZ3A

The last 15 months have been very tumultuous as a long-term equity investor. As rates have ticked up to help fight inflation, we’ve seen the bumps on the chin taken by our equity portfolios. Over time, the constant beat-down of the market and the financial media coverage can really weigh on the investor’s psyche, so today we’re going to talk about a big question I’ve been getting frequently: “Should I take my money out of the market?”

You can find show notes and more information by clicking here: https://bit.ly/3mx9ZAY

The last 15 months have been very tumultuous as a long-term equity investor. As rates have ticked up to help fight inflation, we’ve seen the bumps on the chin taken by our equity portfolios. Over time, the constant beat-down of the market and the financial media coverage can really weigh on the investor’s psyche, so today we’re going to talk about a big question I’ve been getting frequently: “Should I take my money out of the market?”

You can find show notes and more information by clicking here: https://bit.ly/3mx9ZAY

Where do we sit now with the debt ceiling—and what does it all mean for the U.S.? We’ve had some questions about what the debt ceiling is and why it’s important, so in this podcast, I’ll be answering these questions and more. You will hear how it got started, the historic patterns of debt in the U.S., where things look like they’re going, and how all this may affect you.

You can find show notes and more information by clicking here: https://bit.ly/3SiACoV