Posts Tagged ‘Taxes’
A 401(k) is a highly valuable, widely used investment asset for many people. But what should you know when you set one up or contribute to one? In this episode, we’ll talk through some of the things you’ll want to consider when using this powerful investment tool.Read More
Every once in a while, financial concepts or strategies get misunderstood or misconstrued. It’s important to understand what you have and why you have it. On today’s show, we break down some financial ideals to find the “mistruths” or lies that can mistakenly be adopted.Read More
Year-end Roth Conversions
As we start to close out 2022, what are the things we should be doing with our finances? Is now the time to do a Roth conversion? Depending on your situation, you may want to con-sider it before the ball drops on New Year’s Eve. Eric explains how a Roth conversion works, what the benefits are, and why you’ll want to talk to your advisor about whether you should do one right now.Read More
Mailbag: Is It Irresponsible to Retire Early?
Eric answers three questions from the mailbag today, all common scenarios that you might one day come across yourself. Find out what he has to say!Read More
Retirement Red Zone
Let’s talk football! As fans of the game, we make some comparisons between football terms and retirement planning. How can you win when it comes to our financial plan? Understanding the strategies ahead of time and having the right team behind you can make all the difference.Read More
Mailbag: Do I Need To Budget For Retirement?
Day-to-day, Eric works with a lot of people as he helps them navigate a variety of financial decisions. But what might seem rare to you could be a more common occurrence to wit-ness in his office. How often does Eric come across scenarios like these? You might be surprised by some of the answers!Read More
Mailbag: Which Investment Should I Withdraw From?
Whether you are nearing retirement or wanting to buy a new car, taxes are often a big part of the conversation. Thinking through how and when to withdraw from your investments strategically can make all the difference in what taxes you pay afterwards.Read More
Mailbag: Does It Matter Who Gets What Asset in My Legacy Plan?
Think about the taxes! Eric answers three questions from the mailbag today that all involve financial decisions with tax implications.Read More
Mailbag: How Much is Too Much to Spend on a Forever Home?
Retirement decisions involve a lot more than just the money, but also the emotional and lifestyle decisions, too. Eric answers three questions from the mailbag from listeners making retirement decisions.Read More
Financial Security in Retirement
What does it look like to achieve financial security? Let’s talk through a few financial goals people have when they meet with a financial advisor.Read More
Financial Planning for Business Owners
When you’re a business owner, you put your heart and soul into your business. There’s a lot that goes into starting and running a successful business. When it’s time to retire though, how can you make sure your transition goes well?Read More
Mailbag: Money Management Tips For Younger Couples
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag.Read More
What do you need to know when it comes to tax planning? Eric outlines the ways a tax strategy can make a big difference in your retirement plan.Read More
Asking the Wrong Questions
What do I really spend? What does it take to maintain this standard of living? And what changes in retirement from when I am working from an expense side?Read More
Are You Aware of Hidden Expenses?
What kind of costs are you paying that you might not even realize? Eric identifies some hidden fees to look out for when planning for retirement.Read More
Retirement Planning with Shaq
Ready to spend some time on the basketball court? We have some fun talking through past quotes from Shaq and then applying them to financial decisions.Read More
Are These Things Overrated or Underrated
Let’s play a little game of overrated or underrated to see how Eric feels about a number of financial topics (and some silly ones) in today’s podcast! Which of these do you agree with?Read More
Wishful Thinking with Your Finances
Planning to “live off the interest” or be in a lower tax bracket in retirement? Eric breaks down some of these concepts and points out what’s realistic vs. wishful thinking on today’s podcast.Read More
Should You Do a 401(k) Rollover?
When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.Read More
Retirement Quiz – Is That Your Final Answer?
We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree?Read More