Dollars & Common Sense
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 40:49:33
- Mas informaciones
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Sinopsis
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS.
Episodios
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Fun Facts About Bear Markets
31/05/2022 Duración: 42minLearn about bear markets and how investors should handle them.
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Social Security Benefits
18/05/2022 Duración: 42minKevin & Allison take calls on Social Security claiming and disability benefits.
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Capital Gains, Surprise Tax Bills & Spring Cleaning
29/04/2022 Duración: 42minLearn about capital gains tax, how it can cause a surprise tax bill, and which important documents you need to keep regarding investments and real estate transactions.
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Last Minute Tax Moves & IRA Mechanics
31/03/2022 Duración: 43minLast minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.
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Reverse Mortgages, Gifting Rules, Roth Conversions & more
11/03/2022 Duración: 43minKevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.
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The Best Assets to Inherit
01/03/2022 Duración: 44minKevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.
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Estate Planning and Inheritance
16/02/2022 Duración: 43minKevin & Allison discuss estate planning and the best assets to inherit.
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The Psychology of Investing
27/01/2022 Duración: 43minKevin & Allison delve into the psychology behind investing and the worst investment decisions.
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Get Your Finances in Shape
13/01/2022 Duración: 43minGet your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.
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RMDs, Gifting & Charitable Giving
21/12/2021 Duración: 43minIn the season of giving, Kevin & Allison talk about the rules and misconceptions of gifting, charitable donation strategies and required minimum distribution basics.
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Retirement Planning Missteps
22/11/2021 Duración: 42minKevin & Allison cover retirement missteps to watch out for and answer caller questions about retirement plan distributions, investing in gold & silver, and planning for an early retirement.
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Inflation!
28/10/2021 Duración: 43minInflation! Should you be concerned? Kevin & Allison talk about inflation, the current inflation environment and planning tools to protect your spending power.
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Employee Benefits & Open Enrollment
19/10/2021 Duración: 43minIt's open enrollment season, know how to evaluated employee benefits like Health & Life Insurance.
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The Role of Taxes in Retirement
30/09/2021 Duración: 42minKevin & Allison discuss the role of taxes in retirement and answer questions about TSP rollovers, roth conversions, and portfolio allocation.
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Social Security Questions
16/09/2021 Duración: 43minKevin & Allison answer advise callers on social security claiming strategies and answer questions on benefit reductions.
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College Funding Part II
25/08/2021 Duración: 43minIt's time to pay for college expenses for your student and you don't have all of the funds set aside in an educational savings account, what are your options? Kevin & Allison explore various funding options including 529 accounts and other less traditional ideas.