5 episodes

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Retirement Planning Podcast Retirement Planning Podcast

    • Investing

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

    5: Strategies to Reduce your Taxable Income

    5: Strategies to Reduce your Taxable Income

    JT discusses year end tax strategies as well as Roth conversions

    • 56 min
    4: Year End Tax Planning

    4: Year End Tax Planning

    Dave and Nico discuss maximizing retirement account contributions, tax loss harvesting, charitable gifting accounts, and much more.

    • 56 min
    3: Time - A Crucial Factor

    3: Time - A Crucial Factor

    Dave and JT discuss the importance of time, Social Security benefits, Health Savings Accounts, and more.

    • 56 min
    2: Qualified Longevity Annuity Contracts

    2: Qualified Longevity Annuity Contracts

    Dave and Nico get into a strategy that allows you to defer a portion of your Required Minimum Distribution.

    • 56 min
    1: GE Pension Announcement

    1: GE Pension Announcement

    Listen in as JT and Nico discuss the new announcement from GE concerning their pension plan and the options participants may have.

    • 56 min

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