Dollars & Common Sense

Informações:

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

  • Gifting  Charitable Giving

    Gifting & Charitable Giving

    10/12/2020 Duración: 45min

    A discussion on the tax consequences of gifting, charitable giving strategies, inherited annuities and more.

  • Year-End Planning

    Year-End Planning

    03/12/2020 Duración: 46min

    Kevin & Allison continue discussing year-end planning ideas, share thoughts on tax loss harvesting, roth conversions and RMDs.

  • Thoughts on the Election  Year-End Tax Planning

    Thoughts on the Election & Year-End Tax Planning

    18/11/2020 Duración: 45min

    Hear our thoughts on the election and get ahead with year-end tax planning.

  • Following the Loss of a Loved One

    Following the Loss of a Loved One

    30/10/2020 Duración: 46min

    What steps should you take with the sudden loss of a loved one or spouse?

  • Medicare Planning

    Medicare Planning

    19/10/2020 Duración: 43min

    It's Medicare open enrollment season. Listen to hear how Medicare works and advice on healthcare.

  • The Election  The Markets

    The Election & The Markets

    23/09/2020 Duración: 44min

    What you need to know about the Election and it's impact on the Market. Then planning for risk - a high level overview of Property & Casualty and Life Insurance coverage.

  • FICA Deferral, Investing for Growth  Inflation

    FICA Deferral, Investing for Growth & Inflation

    17/09/2020 Duración: 45min

    Kevin & Allison touch on the FICA tax deferral pit falls you should be aware of and then dive into the invisible effects of inflation and how to combat it by investing for growth.

  • Retirement Savings Checkpoints  How to Prioritize Savings

    Retirement Savings Checkpoints & How to Prioritize Savings

    03/09/2020 Duración: 45min

    In this episode of Dollars & Common sense we discuss retirement savings checkpoints. Find out where you stand and how much you should have in savings at various ages. We also discuss which "bucket" to save to and when. DO you save to the 401K or brokerage account first or do you make debt or student loan payments?