America's Wealth Management Show

5 Retirement Mistakes to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/42DYTvb  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/44BUIma  Retirement Plan Checklist: https://bit.ly/42YiKqm  5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk Where Should I Save My Money: https://youtu.be/q6iaWjj7ZDQ Ed Slott’s 5 BIG Things for 2025: https://youtu.be/y78pryUDG7o Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg 5 Questions to Assess Retirement Readiness: https://youtu.be/2IWcUWMhj0o Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 5 Factors More I

Tax Tips in 10 or Less Ep. 016 How Long Should I Keep My Tax Forms? Get your journey off to a great start with our financial resources: https://bit.ly/42hqsf5   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jxF939  Tax Reduction Strategies: https://bit.ly/3Et6chh  Meet with Us: https://bit.ly/4cvxSP2  Estate Tax vs. Inheritance Tax: https://youtu.be/oPanexiISYE What Is Tax Arbitrage?: https://youtu.be/XglVv3suRLo Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o  

Consumer Confidence Down with Economic Uncertainty Get your journey off to a great start with our financial resources: https://bit.ly/4inn0V1   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/3YCwggL Retirement Plan Checklist: https://bit.ly/4ifa0Ax  Previous Episodes with David Mitchell: https://youtu.be/d1mlM_9qwcM  https://youtu.be/y3M7jdSxNY8 University of Michigan Surveys of Consumers: https://www.sca.isr.umich.edu/ Tariff Talk: What to Watch: https://youtu.be/W29jxFyTZc0 7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI 2025 Withdrawal Strategies for Retirement: https://youtu.be/8P8E95_287s   

Tax Tips in 10 or Less Ep. 015 Estate Tax vs. Inheritance Tax  Get your journey off to a great start with our financial resources: https://bit.ly/4jtcfBw  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43LPcgC  Tax Reduction Strategies: https://bit.ly/3R65idr  Meet with Us: https://bit.ly/3G1ymAl  Generational Wealth Management: https://youtu.be/nGDtTd34bRE 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o What's Your Required Beginning Date?: https://youtu.be/vPE_PApP5ac 

Tariff Talk: What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4cnTKfj  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4cswxZt  Retirement Plan Checklist: https://bit.ly/44fhSi2  Federal Worker Layoffs: https://bit.ly/3GfXROn Previous Neal Falkenberry Episodes:  https://youtu.be/IYokFNw5g1w https://youtu.be/-2YoayzAOdo https://youtu.be/oBXAMFHF30k  Assessing the April 2nd Tariffs Announcement: https://youtu.be/HxCGQ-pWlvw?si=s351c8ke1KM10kJH  

Tax Tips in 10 or Less Ep. 014 What Is Tax Arbitrage? Get your journey off to a great start with our financial resources: https://bit.ly/4j8rS0W   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jiDbnm  Tax Reduction Strategies: https://bit.ly/3XGaPLn  Meet with Us: https://bit.ly/41WmcS0  2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Capital Gains Rates in 2025: https://youtu.be/zjV_Xe2cpQQ 3 Reasons Roth Conversions Could Work for You: https://youtu.be/raTeBrVw3gA 

Avoiding Excess IRA Contributions with Ed Slott Get your journey off to a great start with our financial resources: https://bit.ly/42eHYiO  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/  Meet with Us: https://bit.ly/4hYg3Jw  Roth Conversion Case Studies: https://bit.ly/4jjQPXp  Tax Reduction Strategies: https://bit.ly/3XHovpA  IRMAA Article: https://bit.ly/4j2iFYj  529 Article: https://bit.ly/4lab0ZD  Previous Ed Slott Episodes:  https://youtu.be/RyOdpnfVU6g https://youtu.be/gCM5t1e7L78  https://youtu.be/HHPMo9l0yeg  https://youtu.be/RdMk9dyQZWM https://youtu.be/En3ZfP70PYA  https://youtu.be/ssZNa1cEpu0 Should I Max Out My 401(k)?: https://youtu.be/R9pbhTUa4iA Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 5 R

Tax Tips in 10 or Less Ep. 013  3 Reasons Roth Conversions Could Work for You Get your journey off to a great start with our financial resources: https://bit.ly/4iHUyOD   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3DUiO0z  Tax Reduction Strategies:  https://bit.ly/3QOGlTz  Meet with Us: https://bit.ly/4j2FJpn  RMD Case Study: https://youtu.be/_t7XTSfU1po Roth Five Year Rule: https://youtu.be/RDyVTv4LSJ4 Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE?si=X4b-hJmFAdEUaM0M RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg   

Ed Slott's 5 BIG Things to Plan for in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3FIKNkq  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3QPV8gY  Meet with Us: https://bit.ly/4hObhym  Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/ Previous Ed Slott Episodes: https://youtu.be/RyOdpnfVU6g https://youtu.be/gCM5t1e7L78 https://youtu.be/HHPMo9l0yeg https://youtu.be/RdMk9dyQZWM https://youtu.be/En3ZfP70PYA https://youtu.be/ssZNa1cEpu0 Should I Max Out My 401(k)?: https://youtu.be/R9pbhTUa4iA Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4  Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 5 Reasons TO Convert to a Roth IRA: https://youtu

Tax Tips in 10 or Less Ep. 012 What's Your Required Beginning Date? Get your journey off to a great start with our financial resources: https://bit.ly/4iVLdCk  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Roth Conversion Case Studies: https://bit.ly/42g0et9  Tax Reduction Strategies:  https://bit.ly/4itDawq  Meet with Us: https://bit.ly/4iETn2d  RMD Case Study with Marty James: https://youtu.be/_t7XTSfU1po Generational Wealth Management: https://youtu.be/nGDtTd34bRE IRA RMD Requirements: https://youtu.be/DF13FV4EhCU  

7 Tips on Saving for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XVGoAL  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Checklist: https://bit.ly/3DTuBwe  Meet with Us: https://bit.ly/3DTuosW  SSA Quizzes: https://www.ssa.gov/history/puzzles/quiz1.html  https://www.ssa.gov/history/puzzles/quiz22a.html  Budgeting at Different Stages of Life: https://youtu.be/-HwVnEvquw4 Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 Generational Wealth Management: https://youtu.be/nGDtTd34bRE Claiming Social Security at 62 67, and 70: https://youtu.be/UX-qusd6fZE?si=sKTIzc61qL_d8diB  2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s  Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg 

Tax Tips in 10 or Less Ep. 011 Are You Overpaying Your Taxes? Get your journey off to a great start with our financial resources: https://bit.ly/3FmvwWx  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41YJW7Q  Tax Reduction Strategies: https://bit.ly/3FnR9pg  Meet with Us: https://bit.ly/4kJa4Lg  Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg  Generational Wealth Management: https://youtu.be/nGDtTd34bRE Asset Location - The Three Tax Buckets: https://youtu.be/V6WM3iE0iow  

Income Planning for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XKacAg   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Checklist: https://bit.ly/3DnZf0E  Meet with Us: https://bit.ly/4bOhlp1  What Is IRMAA? - https://bit.ly/4bLwjMC  2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s  5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk  Tax Tips in Ten Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0  RMD Case Study: https://youtu.be/_t7XTSfU1po  2025 Tax Bracket & Contribution Limits: https://youtu.be/KifcDu_6UAI  Asset Location – The Three Tax Buckets: https://youtu.be/V6WM3iE0iow  Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE  What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q  Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4  10 Years from Retirement: 4 Tasks

Tax Tips in 10 or Less Ep. 010 Capital Gains Rates in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/4kstKmz  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Roth Conversion Case Studies: https://bit.ly/4buS8zK  Tax Reduction Strategies: https://bit.ly/41FqlJU  Meet with Us: https://bit.ly/3XtqT2N  Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 

2025 Withdrawal Strategy Get your journey off to a great start with our financial resources:  https://bit.ly/4i6Ntqg  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4iletSA  Meet with Us: https://bit.ly/4kv5Kzp  Monte Carlo Simulation Article: https://bit.ly/4kjBhnE  Kiplinger on the 4% Rule: https://www.kiplinger.com/retirement/retirement-planning/the-4-rule-gets-a-closer-look  Morningstar Safe Retirement Spending Rate for 2025: https://www.morningstar.com/retirement/whats-safe-retirement-spending-rate-2025  5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 15 Years Before Retirement: https://youtu.be/dLPxSfY7P8I Tax-Efficient Investing with Stephen Tuckwood, CFA: https://youtu.be/APOYR-ocDRk?si=vCHuzcLq0Ml-S15S 5 Reaso

Tax Tips in 10 or Less Ep. 009 Asset Location The Three Tax Buckets Get your journey off to a great start with our financial resources: https://bit.ly/4icNfh5  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43b5VcH  Tax Reduction Strategies: https://bit.ly/3QBbV76  Meet with Us: https://bit.ly/43g0Eko Super Catch-Up Contributions Article: https://bit.ly/4idTaTH Meet with Us: https://bit.ly/3EXRjUb  What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q?si=PhisTenWzY12Bkq_ 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28  

Mary Beth Franklin on the Social Security Fairness Act Get your journey off to a great start with our financial resources: https://bit.ly/4i14iTB  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4hUPvKa  Meet with Us: https://bit.ly/41g28IG  Learn More About Mary Beth Franklin: https://marybethfranklin.com Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 Maximizing Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=gddtP9ZRDkFBGgbE Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU 

Tax Tips in 10 or Less Ep. 008  Tax Strategies for High Income Earners Get your journey off to a great start with our financial resources: https://bit.ly/3Qo3j3w   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41ny1Ag  Tax Reduction Strategies: https://bit.ly/3EJISvz Meet with Us: https://bit.ly/4jYUQlb  HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=WI-kMNluLatpsmwY 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 

5 Reasons to Retire Get your journey off to a great start with our financial resources: https://bit.ly/41nKkg3  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Checklist: https://bit.ly/3CYt5Ze  Meet with Us: https://bit.ly/3CTO3bN  Trivia Sources: https://www.protectedincome.org/peak65/  https://www.marketwatch.com/story/men-over-70-are-flooding-back-into-the-workforce-a1254a61 Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0   Maintaining Financial Wellness: https://youtu.be/uxVG_ADX1dM Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 6 Levels of Wealth: https://youtu.be/7iG1NynV3AM  5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg Navigating Tough Money Conversations: https://youtu.be/qKNN8HqIIYs How to Budget at Different Life Stages: https://youtu.be/-HwVnEvquw4 Generational Wealth Management: https://youtu.be/nGDtTd34bRE

Tax Tips in 10 or Less Ep. 007 What Is the Social Security Fairness Act? Get your journey off to a great start with our financial resources: https://bit.ly/3QhOlfA  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4hWAHKw Tax Reduction Strategies: https://bit.ly/4hR82Xl Meet with Us: https://bit.ly/3WUDa00 IRA RMD Requirements: https://youtu.be/DF13FV4EhCU