162 episodes
Money Moment Travis Gatzemeier
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- Business
Welcome to Money Moment! This is a short brief-cast about money, financial planning, investing, and actionable tips to guide you on the path to financial flexibility. Think of it as a mini-podcast, multiple times a week with bursts of information. Tune in for the conversation hosted by Travis Gatzemeier, who is a CERTIFIED FINANCIAL PLANNER at Kinetix Financial Planning.>>>Questions or comments for Travis?>>>Email me: travis@kinetixfp.com>>>Tweet me: @T_Gatzemeier
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Year End Planning: Simplify, Review, and Get Ready! - Ep. 160
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I cover simplifying your finances, and reviewing goals to get ready for 2021!
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation. -
Year End Planning: Bunching Tax Deductions - Ep. 159
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss the idea of bunching deductible expenses to potentially save money on your tax bill!
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation. -
Year End Planning: Maximize Health Accounts - Ep. 158
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss two topics around health expenses. I breakdown how to maximize an HSA and then ideas for your FSA at the end of the year!
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation. -
Year End Planning: Tax Harvesting - Ep. 157
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting.
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation. -
Year End Planning: Maximize Tax Free Accounts - Ep. 156
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your tax free accounts before the year ends.
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation. -
Year End Planning: Maximize Work Optional Plans - Ep. 155
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends.
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.