Find out strategies for creating tax deductions for the end of the year. In this episode, Joe and Al show you the steps to help maximize your charitable giving to ensure you’re receiving the tax deductions you’re entitled to. Find out how to reduce, or even avoid capital gains tax and learn about charitable gift annuities where you can create tax deductions annually and have the charity give you monthly payments for life! It’s all right here on Your Money, Your Wealth.
SEASON 10, EPISODE 14
What obstacles stand in the way of your retirement? If you’re like most of us, too many to count! Not having a formal plan, overspending, and not having retirement savings are the top 3 for most people. On this episode of Your Money, Your Wealth, Joe Anderson, CFP® and Big Al Clopine, CPA show you...
08
DEC
2024
2024
SEASON 10, EPISODE 13
Only about one in ten Americans are living their definition of financial freedom: living debt-free, living comfortably, not having to work, or being rich. Too many of us fall short of financial freedom because of a lack of retirement savings, salary constraints, debt, or unforeseen emergencies. This week, Joe Anderson, CFP® and Big Al Clopine,...
24
NOV
2024
2024
SEASON 10, EPISODE 12
When cooking up your favorite Italian dish, the most common ingredient is pasta, and there are 350 different types. But what about your retirement recipe? The most important ingredient is the retirement plan itself, with 14 different types. So what are the best ingredients for your Recipe for Retirement? In this episode, Joe Anderson, CFP®...
20
OCT
2024
2024
SEASON 10, EPISODE 11
A retirement strategy is like a basketball game: you want every single shot you take to be nothing but net, but sometimes you miss, and you need a Retirement Rebound. Joe Anderson, CFP® and Big Al Clopine, CPA show you how five plays can help you turn things around, get that rebound, and score a...
29
SEP
2024
2024
