Trump Retirement Security Executive Order: Small Business Opportunities and Concerns

Jeffrey Levine (Forbes/ Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you Read more

Guest:  Jeffrey Levine Jeffrey Levine

Podcast #187

How to Be Financially Alert and on FIRE at Age 36, Even With Market Volatility

Michael from reached FIRE at age 36 (that’s Financial Independence / Retire Early). He shares his inspiring success story of how being financially alert allowed him to transition from small business entrepreneur to stay-at-home Dad and FIRE blogger with a growing net worth of over $2M – and how he can coach you to FIRE too. Plus, market Read more

Guest:  Michael from Your Money, Your Wealth guest Michael Hall

Podcast #164

Opportunities, Challenges and Tricks Coming from Trump’s New Tax Law

Joe and Big Al weigh in on 10 retirement resolutions experts say you should make for 2018. We’ll learn some new opportunities, challenges and potential tricks coming out of President Donald Trump’s new tax law. We’ll find out the secrets to Big Al’s big wallet, and how Joe is unwillingly helping his boy Mikey cut expenses. And we’ll hear one … Read more

Podcast #150

Determining Your Retirement Readiness by Calculating Your Power Percentage

How to save for retirement if you’re a small business owner, or if you work for one. How to calculate your “power percentage.” And do you say nitch, or niche? This is Your Money, Your Wealth.

Today on Your Money Your Wealth, six small business retirement plans from easy to complicated, determining your retirement readiness by calculating your “power percentage” … Read more

Podcast #106
Karen Baszak, cfp

When Should I Establish an S Corporation for My Business?

Karen Baszak, CFP® explains the considerations regarding the legal structure of your business: liability, taxes and cost, and how these aid in your decision to establish an S corporation for your business.


“Hi, I’m Karen Baszak, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is the Question of the Week.

This week’s question is: When should I establish … Read more

Karen Baszak