Recent Short Episodes
From your tax bill to your children’s college loans, there are a number of factors that impact how much money you will have in retirement. Your financial bottom line will inevitably impact the type of lifestyle you can afford. Financial professionals Joe Anderson and Alan...
Don’t play retirement roulette with your estate planning. Financial professionals Joe Anderson and Alan Clopine discuss ways to limit your tax exposer when passing on real estate to your children. The duo also discusses the options for saving money for your children or your grandchildren’s...
Saving money on your tax bill can be easier if you own a business. If you are an employee, you may feel like there is almost nothing you can do. But help is on the way! Financial professionals Joe Anderson and Alan Clopine explore the...
More Short Episodes
Capital gains can be unwelcome words when you meet with your accountant at the end of the year. However, there are strategies you can use to help lower the amount of taxes you pay even when you cash in profitable stocks. Financial professionals Joe Anderson and Alan Clopine explain the benefits of tax gain harvesting […]
Looking for ways to save money on your taxes? While losing money on an investment may not seem like the ideal plan for your retirement savings, the loss may be used in a strategy to maximize your bottom line. Financial professionals Joe Anderson and Alan Clopine walk you through the concept of tax loss harvesting […]
You’ve planned and saved for retirement for years but your expenses still outpace your savings. How would you like to have a steady stream of income for life without winning the lottery? Financial professionals Joe Anderson and Alan Clopine give you strategies you can use to produce additional income at any age. Click here to […]
Where will your income come from in retirement? Fewer pensions are being offered and more people are relying on Social Security to provide a higher percentage of their retirement income. But what if you still need more money in your golden years? From stocks to annuities you can create a fixed income stream, but there […]
You are going to need a steady stream of income in your retirement that can span more than 30 years! How can you plan and save enough money so that you don’t run out of cash? Financial professionals Joe Anderson and Alan Clopine explain a fixed income approach using stock, bonds, and annuities to help […]
Keep the Volatile Stock Market From Wiping Out Your Retirement Savings: Control What You Can Control
From record highs to record lows, the stock market can change hour by hour leaving you with market motion sickness. When the stock market is the most volatile, is when many independent investors make their biggest mistakes that can potentially wipe out their entire financial plan for retirement. Financial professionals Joe Anderson and Alan Clopine […]
The sharp ups and downs of a volatile stock market can leave even the most experienced investor feeling a little queasy. The critical choices you make during these key times can have a dramatic impact on the amount of money you have to spend in retirement. There are steps you can take to help keep […]
Stock market volatility is normal, but for many investors, a dive in the market can create panic and lead to them to selling off their investments at the worst time possible. Overreacting to a volatile market can wipe out the increases they’ve made in their retirement funds. Financial professionals Joe Anderson and Alan Clopine explain […]
Are you using the available tools and strategies to reduce your tax bill? Many admit they don’t even know if a donor-advised fund or a SEP IRA are options for their personal tax planning. Financial professionals Joe Anderson and Alan Clopine take a look at income tax and charitable strategies that can make a big […]
Want to learn how to earn tax-free income in retirement? Taking the sting out of your tax bill can be as easy as using a simple strategy called tax loss harvesting. Financial professionals Joe Anderson and Alan Clopine explain how creating a tax loss can actually increase your bottom line. Click here to watch the […]
Want to take the sting out of your tax bill? Real estate can be a valuable investment tool and a mechanism for lowering the amount of taxes you pay. Trying to decide if a 1031 exchange or a charitable trust is the best tool for you to use can be overwhelming and confusing. Financial professionals […]
Baby boomers are reinventing what it means to be retired. Today retirement is often about keeping active, emotional fulfillment and more and more about working in a new Gig Economy. Whether you’re looking to supplement your income or just want a job to keep your stimulated, financial professionals Joe Anderson and Alan Clopine break down […]