Retirement Confidence is Eroding in America – What Can You Do About It?
Episode 237 – Retirement confidence is eroding in America. What can you do about it?
Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer
Episode 236 – The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.
Millennials and Gen Z Acknowledge the Need for Life Insurance
Episode 235 – Millennials and Gen Z recognize the need to purchase life insurance, but many don’t. It all comes down to education and advice.
Does State Taxation Cause the Wealthy to Move to Different States?
Episode 234 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.
Study Indicates that 40 Percent of Americans Cash Out Their 401(k)s When They Switch Jobs
Episode 233 – According to a new study, a shocking 41% of people withdraw, rather than roll over, their 401(k) balances when leaving their jobs.
Documentation of Charitable Gifts
Episode 232 – Before you try to take an income tax deduction for the charitable gifts you made during the tax year, make sure you comply with the various IRS requirements for documentation and qualification of the donation.