During these uncertain times with the coronavirus pandemic, it’s easy to panic and make rash, emotion-based decisions with your finances. So let’s talk about what to do, what not to do, and how to keep calm during this volatile market period.
Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.
This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.
Tax season is officially upon us, so we are kick-starting a two part series on taxes. Today we discuss some misconceptions about that refund check many individuals may be receiving and we will also look at different investments and how taxes apply to them.
This is the final part of us breaking down our Retire ASAP Process. We focus on a fictional client couple and talk through how we would guide them through our process and how they can keep their plan flexible.
On today’s show, we discuss step 2 of the Retire ASAP Process. Now that we have evaluated what we want out of retirement, it is important to take inventory on what we already have in order to work towards our goals.
It is important to know what you want out of retirement and to be able to set some goals for yourself when you are in this phase of life. Brad Fike joins us on today’s show to discuss the first step of the retirement planning process when you work with Fike Advisors.
As the end of the year comes to a close, many people like to set goals for the upcoming year. Today’s show focuses on a few steps that might make achieving your goals for the new year a little easier.
Today’s show revolves around required minimum distributions. Taylor will break down what this term means, how it works, and possible problems people may run into when dealing with this facet of the financial world.
As we get into the holiday season, you may hear more people talking about the importance of gratitude. It is important to keep this same idea when it comes to your finances. Perspective matters when it comes to investing and Taylor will help explain how a change in attitude can positively affect your financial life. There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.