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

What You Need To Know Before You Buy or Sell Gold

Peter Hug from Kitco describes the four types of people that buy precious metals, how to best buy and sell silver and gold yourself, and whether these commodities are similar to cryptocurrencies like Bitcoin and Blockchain. Joe and Big Al talk permanent vs term life insurance and tax reform. Plus, holiday gift ideas to transform the quality of life for … Read more

Guest:  Peter Hug Peter Hug

Podcast #145
Charitable Contribution Taxes

How Does a Charitable Contribution Affect My Taxes?

Charitable contributions are one of the biggest tax saving tools available to taxpayers. David Cook, CFP® makes sure you know all the details so that you can not only make a difference in the world but also a difference on your taxes.

“Today we’re going to be discussing charitable contributions and that is one a few things to think … Read more

David CookDavid Cook

Use These Tax Deductions Now, They May Be Gone In 2018

Recharacterizing your Roth conversion, getting that knee replacement, meeting with every client you have all across the country,  and more: Joe and Big Al cover many things you might want to do before tax laws potentially change in a big way come January 1. Also, Suze Orman thinks everyone should work until they’re 70 – we’ll find out what Walter
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Guest:  Walter Updegrave Walter Updegrave

Podcast #142
New Tax Brackets

Proposed New Tax Brackets

Tax reform in both the House of Representatives and the Senate call for collapsing the current seven brackets to four. Will that change how much money you have to pay in taxes each year? Financial expert Alan Clopine breaks it down.… Read more

Alan ClopineAlan Clopine

Trump Tax Cuts? False. Try Tax Increases.

Actual news you can really use the ever-changing landscape of tax reform, why Trump’s promised biggest tax cuts ever are actually a tax increase for many of us, and how it will affect you. Those sneaky, sneaky Congresspeople. And Joe and Big Al have a yarn with Joe’s fair dinkum, true blue, Aussie fine arts painter mate, Pete Tillack, on
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Podcast #141
Senate vs House Tax Reform

Tax Talk: Senate vs. House of Representatives Tax Reform

Tax reform is getting a significant amount of airtime. Changes in the tax laws could make a difference in the amount of money you have to give to Uncle Sam each year. So what changes do the various bills actually make and what do they mean for you? Financial expert Alan Clopine takes a look at how the House of … Read more

Alan ClopineAlan Clopine