Year: 2024

Get Your House In Order – Estate Planning for 2024

In today’s episode, Don offers actionable advice and encourages listeners to talk with their families, update their estate planning documents, and make sure their financial house is in order.

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Driverless Cars, Missed Medical Expenses & Tax Breaks

In our last episode, we teased a discussion about long-term care insurance deductions and health savings accounts but ran out of time. Don’t worry though, because today we’re diving deep into these important topics.

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Little-known Tax Deduction for your Valentine

Punxsutawney Phil did not see his shadow, the Kansas City Chiefs won the Super Bowl, and Valentine’s Day is here. It’s a busy time of year, and while “Be my little tax deduction” isn’t the most romantic thing to say to your spouse this holiday, we’re going to discuss a tax deduction you can make for your Valentine before April 15th in today’s show.

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Successful Retirement Planning Is Like The Movie “Groundhog Day”

In celebration of the holiday this week, we thought we’d have a little fun and see what the movie “Groundhog Day,” starring Bill Murray and Andy MacDowell, can teach us about successful retirement planning. Throughout this conversation, we’ll draw parallels between the movie’s themes and financial planning, sharing six important lessons to help guide you to financial success.

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Bad News Is Good News?

It’s that time again when the world attempts to foresee the twists and turns the coming months might bring. As the air buzzes with predictions and forecasts, it’s worth stepping back and glancing at the rearview mirror of history. In it, you’ll see that predicting the future isn’t as easy as it seems.

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New Year’s Resolutions + Lessons From 2023

The new year is upon us, so we thought we’d take this time to reflect on the past year and chat about starting the new year on the right footing. Join Don and Marc as they discuss a wide array of topics, ranging from health concerns to retirement, relationships, and unexpected global events that took place in 2023.

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