100 episodes

Money Concepts - The Planning Firm presents Money Concepts Radio - short financial planning segments designed to bring clarity to the often confusing waters of the financial world.

Money Concepts Radio Thomas De Jong

    • Investing
    • 5.0 • 2 Ratings

Money Concepts - The Planning Firm presents Money Concepts Radio - short financial planning segments designed to bring clarity to the often confusing waters of the financial world.

    SECURE Act #11: Summary

    SECURE Act #11: Summary

    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    • 4 min
    SECURE Act #10: New uses for 529 college savings plans

    SECURE Act #10: New uses for 529 college savings plans

    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    • 4 min
    SECURE Act #9: Qualified birth or adoption distributions (QBOADs)

    SECURE Act #9: Qualified birth or adoption distributions (QBOADs)

    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    • 3 min
    SECURE Act #8: Estate planning opportunities for retirement accounts

    SECURE Act #8: Estate planning opportunities for retirement accounts

    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    • 5 min
    SECURE Act #7: Proactive strategies to mitigate new inherited IRA rules

    SECURE Act #7: Proactive strategies to mitigate new inherited IRA rules

    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    • 4 min
    SECURE Act #6: New inherited IRA planning opportunities

    SECURE Act #6: New inherited IRA planning opportunities

    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    • 5 min

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2 Ratings

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