3 Retirement Tips from the Very Rich – 126

Walter Updegrave from RealDealRetirement.com analyzed a recent survey of the needs, goals, and concerns of very wealthy investors, and shares some useful retirement tips from the very rich for the rest of us. Also, 12 common sources of tax-free income, 4 tax breaks that may be on the chopping block, the basics of Medicare, and Medicare mistakes. Plus, Joe still … Read more

Guest:  Walter Updegrave Walter Updegrave

Guest:  Jason Thomas Jason1tansparent

Podcast #126 :

Top 10 Tax Saving Strategies – 123

The top 10 tax saving strategies of the last 25 years. From tax loss harvesting to 529 education savings plans. From LLCs vs. S-Corps to asset location (that is, what type of assets you put in what type of accounts). From charitable giving to estate tax planning, and then some. Also, an overview of what happened in the market in … Read more

Podcast #123 :

Money Secrets of the Super Wealthy With Paul Sullivan – 120

Paul Sullivan, author of “The Thin Green Line: The Money Secrets of the Super Wealthy” tells Joe and Big Al how the decisions you make about your money can put YOU in the wealthy club. Plus, how should you prepare for President Trump’s “biggest tax cut ever?” 3 things you may be getting wrong about retirement planning, and international taxation Read more

Guest:  Paul Sullivan paul sullivan

Podcast #120 :

The Investing Lie Wall Street Needs You To Believe – 114

Show Notes

  • Index funds and The Oakland A’s (:51)
  • Larry Swedroe: Why Past Performance Isn’t Guaranteed (9:21)
  • Larry Swedroe: The Complete Lie Wall Street Needs You To Believe (19:27)
  • Trump’s Tax Plan and Interstate Taxation (28:32)
  • Five Things Parents Need To Teach Kids About Money from Jack Kosakowski, President, and CEO of Junior Achievement (38:00)
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Guest:  Larry Swedroe Larry Swedroe

Guest:  Jack E Kosakowski Jack Kosakowski Photo

Podcast #114 :

Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? – 113

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which … Read more

Guest:  Daniel Prince daniel prince 400x400

Podcast #113 :
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Tax Reform: Trump vs. House GOP

Updated May, 2017

With Republicans in control of the White House and both chambers of Congress, many think 2017 could be a major year for tax reform. It’s been three decades since the last major tax reform, but negotiation is in order before any type of reform will be accomplished.

President Donald Trump and the Republican Party remain divided on … Read more

8 IRA Mistakes That Can Mess Up Your Retirement

How to prioritize where you save, to maximize what you save. Why you might want to retire in the great state of Georgia. How waiting just one more day before you retire could save you a lot of money. And how to totally screw up your retirement. This is Your Money Your Wealth.

Today on Your Money Your Wealth, two … Read more

Podcast #105 :