Money Talk with Yu, hosted by Jerry Yu Jerry Yu

This is a classic rewind episode.

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:
Define “ruining” as it relates to paying for college?What are the limitations to the 529 plans out here…start with what a 529 is, please.Can you talk about the Chinese versus American grandpa solutions for college?Purchase life insurance versus putting money in a 529…what is your advice? 

Contact Jerry:                      
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/
Facebook: www.facebook.com/reign.financial.insurance
Instagram:
www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor”
Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us      

Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning and maximize your savings.

About Jeff Hockett:
Jeff Hockett is the Owner of Hockett Tax and has been doing taxes since 1993. As an EA, he has helped clients save money on taxes, negotiated offers in compromise, provided audit services, and helped many companies get started. He has been a member of several organizations over the years and has always donated his time to many volunteer positions. He is the Past President of the West Valley Nation Association of Property Managers, a Current member of the American Society of Tax Problem Solvers, and a consultant for many small businesses and Brokerages. And he is also the Host of the More Money in Your Pocket Podcast.

On today’s Fortify Your Financial Kingdom, Jeff and Jerry discuss:
Maximize tax savings with proactive planning strategies that keep more money in your pocket.Avoid the potential consequences of ignoring IRS letters by understanding the steps to take and protecting your financial future.Accurate record-keeping is key to ensuring you're able to claim all available deductions and minimize your tax liability.Discover the benefits of working with a tax professional who can navigate the complexities of the tax system on your behalf.Learn how to navigate the complexities of the tax system to optimize your tax savings and financial success.
Key Takeaways:
Maximize tax savingsProactive tax planning is key to maximizing your tax savings, both for businesses and individuals. 
Avoid negative consequencesIgnoring IRS letters and failing to address tax issues promptly can have serious repercussions, including hefty fines and penalties, or even legal action. 
Ensure accurate record-keepingKeeping detailed and accurate financial records not only helps in the preparation of tax returns, but it also provides vital supporting evidence in case of an audit. 

“Don't just see your accountant as a tax filer, see them as a tax planner who can help you leverage tax codes to your advantage." 
—Jeff Hockett

Contact Jeff:
LinkedIn: https://www.linkedin.com/in/hocketttax/   
Facebook: https://www.facebook.com/hocketttaxandpayroll/  
Instagram: https://www.instagram.com/hocketttax/  

About the host, Jerry Yu:
Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor”

Office: 500 Technology Dr., #300. Irvine, CA 92618 
Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

This is a classic rewind episode.


On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:
●      With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again?
●      Why do you feel it is important to have a family money doctor?
●      What components are needed to maintain good money health?
●      The right “medicine” is essential to help you get to your optimum health. Medicine includes Life Insurance, Annuities and 401K…so many choice in each of these categories…how does one decide?
●      How does a money doctor work Jerry?
●      Here’s where I would like to give you a moment to talk about your business and promote why you are a great fit for our listening audience Jerry?
 

Contact Jerry:                      
Website: www.reignfinancialservices.us
LinkedIn: www.linkedin.com/in/jerry-yu-4a293430/
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor”
Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us          

Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil?

About Jamie Lima:
Jamie Lima, the founder of Allegiant Divorce Solutions, is an experienced professional in the field of financial planning, with a particular focus on divorce-related financial challenges. Having launched Allegiant Divorce Solutions as a sister company to his financial planning firm, Woodson Wealth Management, Jamie brings almost two decades of financial planning experience to the table. His credentials include an MBA, CFA, and CDFA, demonstrating his commitment to providing clients with expert guidance in navigating the intricate financial aspects of divorce. Jamie's dedication to ensuring his clients achieve fair settlements and experience reduced stress during divorce proceedings underscores his mission to deliver valuable support to individuals facing similar circumstances.

On today’s Fortify Your Financial Kingdom, Jamie and Jerry discuss how to:
Master financial challenges in divorce to gain control of your future.Uncover the importance of after-tax valuations and protect your financial interests.Embrace empathy in divorce financial planning for a smoother transition.
Key Takeaways:
Mastering Financial Challenges in DivorceUnderstanding financial complexities is a critical skill when navigating divorce. Dissecting each asset's implications and the tax treatments can have a significant impact on the final settlement. Uncover the Power of a Certified Divorce Financial AnalystEmploying a certified divorce financial analyst (CDFA) can make a significant difference in understanding the financial aspects of divorce. Unlike traditional financial planners, CDFAs specialize in divorce procedures and offer invaluable expertise in the process. Importance of After-Tax ValuationsUnderstanding the importance of after-tax valuations is essential during a divorce. Assets like 401(k)s and property might seem identical on the surface, but tax implications may cause disparities in their effective values. 
“It's taking some of those negative experiences and trying to turn them into a positive." 
—Jamie Lima

Contact Jamie:
LinkedIn: https://www.linkedin.com/in/jamielima/ 
Website: https://allegiantds.com/ 
    https://woodsonwm.com/ 


About the host, Jerry Yu:
Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

Office: 500 Technology Dr., #300. Irvine, CA 92618 
Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew.

About Kerry Lutz:
Kerry Lutz has a background in Austrian Economics dating back to 1977, Kerry's journey began when he stumbled upon a treasure trove of economic literature during his time at Pace University. A seasoned attorney and serial entrepreneur, Kerry's diverse career includes running a legal printing company, practicing commercial law, and founding a successful distressed asset investment company. After the 2008 financial collapse, he recognized the need for a reliable source of information in the face of global economic challenges. In 2010, he realized his dream of becoming a radio show host, giving birth to the Financial Survival Network.

On today’s Fortify Your Financial Kingdom, Kerry and Jerry discuss how to:
Discover actionable strategies for wealth preservation on the Financial Survival Network podcast.Explore the principles of Austrian economics and free markets for financial empowerment.Safeguard your assets by learning effective methods for protecting and preserving wealth.Uncover the impact of government mistakes and inflation on your financial security.Learn how to adapt to the changing media landscape for informed financial decision-making.
Key Takeaways:
Discover actionable insights:According to Kerry Lutz, understanding the cause-and-effect relationships in free markets is key to discovering actionable insights.
Gain valuable perspectives:Kerry’s background in Austrian economics shapes his perspective, which values a free market system over government intervention. He believes that much can be gleaned from seeing how such theories play out in real-world economic environments. 
Learn effective strategies:To safeguard wealth, Kerry posits that one effective strategy is investing in assets, particularly those that can generate a return. 

“Opportunities are always out there. It's more important to have an opportunity mindset than it is to be thinking about the opportunities." 
—Kerry Lutz

Contact Kerry:
Website: https://www.financialsurvivalnetwork.com/ 
Linkedin: https://www.linkedin.com/in/kerrylutz/overlay/contact-info/ 
Facebook: https://web.facebook.com/kerry.lutz1/?_rdc=1&_rdr 
X (Twitter): https://twitter.com/KerryLutz 
Instagram: https://www.instagram.com/financialsurvivalnetwork/ 


About the host, Jerry Yu:
Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

Office: 500 Technology Dr., #300. Irvine, CA 92618 
Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us


Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamlessly integrates faith and business?

About Rylee Meek:
Rylee Meek is an entrepreneur, investor, and thought leader. He is also the co-founder of King's Council Coaching. Rylee is not only a gifted speaker but also a catalyst for helping others achieve their goals, as evidenced by the impact he had on his clients. Rylee brings a wealth of wisdom to guide us in becoming the CEOs of our own lives.


On today’s Fortify Your Financial Kingdom, Rylee and Jerry discuss how to:

Discover how to merge faith and business for success.Learn to integrate core values into your decision-making process.Uncover the power of authenticity for true business identity.Explore the impact of faith on your entrepreneurial journey.Navigate the identity crisis in the world with faith-based principles.
Key Takeaways:
Uniting Faith and Business
Rylee Meek emphasizes the importance of integrating faith and business in creating a unified and authentic identity. 
Decision-Making with Core Values
Strong on the belief that our actions should be guided by our core values, Rylee underlines the essence of aligning business decisions with these values. 
Embracing Authenticity
By embracing authenticity, business owners can live out their true identity in every facet of life and decisions taken, fostering a seamless blend of their faith and business.

“My business is also my ministry. (In) my ministry, I'm also doing business. My life, how I just live my life, is who I am." 
—Rylee Meek

Contact Rylee:
The King’s Council: www.KingsCouncilcommunity.org 
www.Joinkingscouncil.com 
Website (Business and financial coaching): https://www.ryleemeek.com/ 
LinkedIn: https://www.linkedin.com/in/rylee-meek-1556a919/ 


About the host, Jerry Yu:
Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

Office: 500 Technology Dr., #300. Irvine, CA 92618 
Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.