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 8
Inflation, required minimum distributions, asset allocation, stock market declines, Social Security and Medicare, long-term care and estate planning are important considerations when it comes to retirement planning, and it’s all too easy to make mistakes. After 40-plus years saving for retirement, the last thing that you want to do is sabotage all your hard work...
23
JUN
2024
2024
SEASON 10, EPISODE 7
Whether you’re a Millennial just getting started, a Gen-Xer juggling life’s competing demands, or a Baby Boomer eyeing the finish line, the stakes are high when creating financial security for your future. Joe Anderson, CFP® and Big Al Clopine, CPA guide you through the financial strategies and goals each generation should implement that can mean...
19
MAY
2024
2024
SEASON 10, EPISODE 6
You’ve been saving to your workplace retirement account for your entire career. Are you about to shatter that retirement nest egg when you punch the clock for the very last time? Joe Anderson, CFP® and Big Al Clopine, CPA, explain your options for accessing your retirement plan savings when you leave your employer while avoiding...
28
APR
2024
2024
SEASON 10, EPISODE 5
Home equity may be the biggest asset you own. Many people prefer not to include their home as part of their cash flow plan in retirement, but we’re living longer and retirement is getting more expensive! In this episode of YMYW TV, Joe Anderson, CFP® and Big Al Clopine, CPA explore ways to use your...
07
APR
2024
2024
