Ditch Your Debt: Join the Student Loan Debt Movement

The Student Loan Debt Movement: Robert Farrington from TheCollegeInvestor.com has a goal of helping people eliminate a million bucks in student loan debt. Join the movement, ditch your debt and win prizes! Plus, Americans have reached record-breaking net worth – but which Americans? And, 4 ways you might be attracting a tax audit without knowing it.

Show Notes

  • (01:24) Americans’
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Guest:  Robert Farrington The College Investor Robert Farrington

Podcast #161

10 Commandments of Retirement from The Retirement Manifesto

Guest:  Fritz Gilbert The Retirement Manifesto Founder, Fritz Gilbert

Podcast #160
Tax Deferral Strategies

Top Tax Deferral Strategies

What are Tax Deferral Strategies?

Tax deferral means taking a deduction and moving it into an earlier year or deferring some income to a later year. You are not really reducing your overall taxes, but you are getting a benefit up front. If you do these tax deferral strategies year after year and pay less in taxes up front, you … Read more

Alan ClopineAlan Clopine

Pay Off Debt, Starve and Stack, Retire Rich & Happy

How to retire rich & happy: the two income starve-and-stack strategy, losing the ego, and the Pay Off Debt by Jackie Beck app. Oh, and Rondo soda pop, and never saying the word “tissue.” Joe and Big Al also talk a bit about retirement readiness and taxes before Al heads to Chile leaving poor Jason Thomas to talk ego and … Read more

Guest:  Jackie Beck Your Money, Your Wealth guest Jackie Beck

Podcast #157

Don’t Scream “Get Me Out!” How to Stomach Market Dips

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and ETF.com gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die? Who will … Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #156

7 Changes to Social Security You Need to Know

Seven new changes to your Social Security benefits – Joe and Big Al talk about the good and the bad. Plus, how small business owners may be in danger of screwing up their Social Security, how the new tax law lets you save big money if you’re taking required minimum distributions, and Joe’s fear of commitment is further cemented by … Read more

Podcast #152

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

How to Capitalize on the Goldilocks Economy in 2018

Brian Perry, CFP®, CFA® from Pure Financial Advisors recaps 2017’s global Goldilocks economy. Will the bull run continue in 2018? Should we change our asset allocation to prepare our stock and bond portfolios for a market slow down? Are you properly allocated? What would Jim Cramer do, and should you care?! Plus, tax filing season is approaching, and Big Al’s … Read more

Guest:  Brian Perry Brian Perry

Podcast #149

12 Things You Need To Know About Trump’s New Tax Law

How Trump’s new tax law, the Tax Cuts and Jobs Act, changes state and local tax deductions, brackets, the child tax credit, medical deductions, property taxes, mortgage deductions, home equity debt, charitable contributions, itemized deductions, alternative minimum tax, residential gain on sale exclusion and small business taxes. Plus, the top things no one tells you about retiring, Social Security claiming … Read more

Podcast #147
Tax Reform: 2017 Year-End Planning

Tax Reform: 2017 Year-End Planning

Tax Reform Bill as of December 14, 2017

With the ever-changing tax reform, make sure you prepare ahead of time. Don’t be blindsided by the potential changes that tax reform could bring. Alan Clopine, CPA walks you through critical year-end tax planning strategies that you might want to implement before 2018.


“There’s a final Republican tax bill. House and … Read more

Alan ClopineAlan Clopine
Tax Reform: The Final Republican Tax Bill

Tax Reform: The Final Republican Tax Bill

What’s Known as of December 14, 2017

Tax reform has been changing constantly and we have the latest up to date news. The Republicans have finalized their tax bill as of December 14, 2017. Here’s what they decided on:

– Party leaders in the House and Senate reconcile their competing tax bills
– Final vote is aimed for before … Read more

Alan ClopineAlan Clopine