Podcast

Economic Storms in 2022 – Part 1

What economic threats should we be preparing for in 2022? We’ll discuss inflation, taxes, and political turmoil today and how these storms could impact your plan.

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2021 Year in Review

As 2021 comes to an end, what can we learn from this year? On today’s episode, we’ll discuss some of the top headlines and predictions of this year. How many of those predictions turned out to be correct?

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The Season of Giving

Giving Tuesday was this week and we are entering the most charitable time of the year. What do you need to know about charitable giving and taxes?

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Inflation, Infrastructure, and Medicare Increases in 2022

Inflation! We are seeing it everywhere. From the gas we buy to our Thanksgiving turkeys, prices seem to be going up everywhere. How does this affect Medicare? Well, you’ll probably be paying more on premiums. Will the infrastructure bill make inflation worse? That remains to be seen but you should stay vigilant. We will discuss these issues and how they impact you on today’s show.

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The ABC’s of Medicare

It is open enrollment season for Medicare! On today’s show, we are going to discuss Medicare with expert Ray Martin. We will be covering the different types of plans, premiums, and tips you should be aware of as you reach age 65 and beyond.

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Important Ages in Retirement

What should you be planning for as you reach 50? What is the best age to take Social Security? Today, we are going to go over some key ages to be aware of as you plan for and approach retirement.

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Bonds, Interest Rates, and Tax Proposals

You’ve probably heard about the recent tax proposals in Congress. How will they affect your financial future if they pass? Today we will discuss these proposals, while also taking it back to 1981 to discuss bond rates.

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5 Financial Biases to Avoid

What can get in the way of your financial success? Today we are talking about a few financial biases such as the fear of missing out and overconfidence. We will also discuss how to overcome these biases.

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Finding a New Path and Perspective after 9/11

Don talks with special guest Kevin Haney about how his work took a turn after September 11th and what that meant for his life.

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Budgeting Time and Money – With Ten Kids!

Today we’re excited to bring on special guest Brien Dunphy, who is a business consultant that balances work with his family of 10 kids in New Jersey! How do they possibly manage the finances? (Hint: Brien is not rich or living on a trust fund) Listen to Brien’s amazing story on today’s podcast.

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Is It Still A Good Time to Refinance?

Wondering if you should refinance or if you’ve already missed your chance? Don discusses who should refinance and why the rates are still so low right now.

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Passing Down An Inheritance

Leaving an inheritance is often a goal, but how can it be done effectively? We talk through the different mistakes to avoid and the things to pay attention to when estate planning.

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What To Do With Your Pandemic Savings?

Before you go wild with your funds as the country opens up again, what should you do with your recent savings? Don shares some strategies to make sure you accomplish your financial goals.

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Who is the Rich?

The word rich gets thrown around all the time but who actually falls into that category? It’s certainly subjective but the government’s definition by directly impact your future taxes. Let’s look at some statistics and get a better idea of how taxes are generated and who is actually paying them.

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Moving to a Tax-Friendly State

When should you consider moving to another state? Sometimes tax benefits may be a motivator when making this decision. Don talks about the tax ramifications when living in certain states.

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New Inflation Numbers, What Do They Mean?

We’ve already seen tremendous inflation in housing, lumber and other areas since Covid hit. But will that soaring inflation continue?

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How Could the Capital Gains Tax Affect You?

Do these proposed changes really only affect high-income earners and the wealthy? On today’s episode, we look at recent changes and proposals that could impact your finances.

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What You Need to Know About Continuing Care Retirement Communities

Are you or someone you know considering living in a retirement community? What should you know ahead of time? What kind of costs might come with that?

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Infrastructure Bill and Future Taxes

Let’s talk about what’s in the infrastructure bill and ultimately, what it means for you and your family. What kind of taxes might be coming in the future?

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