Podcast
How do you gift money to individuals without getting hit with having to pay taxes on the gift? How do you make withdrawals if you’re gifted a beneficiary IRA? What is the most tax-efficient way to carry out charitable giving? These are just a few of the questions that...
Podcast
When I help a client craft a retirement plan, we want to make sure it lasts at least 30 years, (based on average life expectancy). A lot can change over a 30-year time period, right? So in this episode of the Retirement Made Easy podcast, I share why you can’t embrace...
Podcast
What happens when you sell your primary home? What are the tax implications? What’s the deal with long-term care insurance? Do you need it? What are Roth 401ks and IRAs and why do you need one? I’ve been getting numerous questions about these three topics, so in...
Podcast
Are you ready to retire? Or does the thought of retiring leave you questioning what you’ll spend your time doing? Guess what? Retirement doesn’t have to be all or nothing. In some circumstances, you may want to consider only partially retiring. Why? I share some...
Podcast
The St. Louis Cardinals broadcaster, Dan McLaughlin, was asked what makes the best professional baseball manager. He believes that the vision of a manager is one of their greatest attributes. They’re not just focused on the present, but looking forward and putting a...
Podcast
Do you feel like you’re late to the game? Are you in your 50s and just now seriously looking at what you have saved for retirement? If you feel like you don’t have any hope of reaching the retirement of your dreams, I’m here to tell you that you still can. But it will...
