Financial Facts and Tax

Ronald and Barbara Stevenson
  • 5.0 (3)
  • INVESTING

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

  1. 11/09/2019

    Why a Fiduciary should Consider Fixed Annuities for some Clients

    A fiduciary advisor working in the best interest of the client should represent many investment options in the market and safe money like fixed annuities.

  2. 11/02/2019

    Retirement Bombs

    How life style and financial decisions today can impact your retirement. Today's show focuses on several potential retirement bombs.

  3. 10/26/2019

    Tax Bombs

    The last thing anyone wants is a tax surprise when they file their taxes. We explore in this show the many different tax bombs that might come up during the year. These surprises might be from not taking enough withholding's from wages or income. Other tax surprises can be from gambling, sale of a rental property, missing an RMD, taking out distributions from qualified and non-qualified accounts and inheritance, just to name a few.

  4. 09/28/2019

    Ready. Set. Retire.

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  5. 08/17/2019

    Feelings and Finances

    Most financial topics are fact based, today we are going to discuss feelings about finances. We will tackle this by talking about financial well-being and ways to help achieve it.

  6. 08/10/2019

    Examining Retirement Realities

    This show examines several realities about retirement that are sometimes forgotten or not followed. Earn more and spend less and save the difference for retirement. Beware of the inherent reality that we cannot always control where financial set backs and health care challenges or other life experiences might lead us. Let us know how social security works and understand the best timing of when to take my benefits to assist in my retirement.

  7. 07/13/2019

    Managing Your IRA

    Understanding what an IRA is and the different types and what is best for your retirement savings is discussed in this show. With a Traditional IRA you put away pre-tax savings with growth in the account being tax deferred until withdrawals are made. A Roth IRA is being taxed upfront on contributions that then grow tax free for later (at least 5 years) withdrawals void of taxation.

  8. 06/29/2019

    The SECURE Act

    The Secure Act, The US House of Representatives passed "Setting Every Community Up For Retirement Enhancement Act on June 20, 2019 as a way to enhance and encourage retirement savings. In this show we highlight 8 of the 29 provisions of the Act we feel with greatly help people.

See All (28)

Ratings & Reviews

5
out of 5
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About

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Information

  • Creator
    Ronald and Barbara Stevenson
  • Years Active
    2018 - 2019
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © American Financial Security, LLC and American Financial Investments, LLC
  • Show Website
    Financial Facts and Tax