On the Continuum

Continuum Wealth Advisors

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A podcast dedicated to helping you make smart decisions with your money. Hosts JT Cox and David Rath break down impactful financial topics into plain English and riff on current events.

5 THG 2

Estate Planning 101 with Phillip Vacchio, Senior Attorney at Herzog Law Firm

Does the idea of Estate Planning intimidate you?If so, you are not alone. That is why I invited Phillip Vacchio, Senior Attorney with Herzog Law Firm for a discussion. Phillip focuses his practice on elder law care.Tune in to this episode to learn:-Who needs Estate Planning-When to think about creating an Estate Plan-The primary Estate Planning Documents most adults should have-The importance of being proactiveAnd more!If you would like to learn more please contact us at www.contw...

44 phút
22 THG 1

Medicare Explained with Colin Miller - Founding Partner of Medicare Plan Partners

This video is for anyone who has recently turned 65 or will be turning 65 in the next few years.I discuss the basics of Medicare with Colin Miller - Founding Partner of Medicare Plan Partners.In this episode, we discuss:-Medicare overview-When do individuals need to enroll in Medicare-Who needs to enroll and who can delay-Different parts of Medicare including Part A, Part B, Part B, and Supplemental Plans-Medicare Advantage Plans-Medicare Part B Premiums-Changes coming to MedicareAnd more!So ...

46 phút
15 THG 1

Medicare Part B Explained

Are you enrolled in Medicare or planning to enroll?If so, then this episode is for you. There are many complexities when it comes to Medicare and I find many are confused about the different parts.In this episode, I discuss Medicare Part B. In the episode, I cover:-What Medicare Part B covers-The cost of premiums-How those premiums may increase-Strategies to potentially reduce your premiumsAnd more!So if you are enrolled in Medicare or planning to enroll, I encourage you to tune i...

14 phút
8 THG 1

How Social Security is Changing in 2024

A New Year brings new changes to Social Security.In this episode, JT Cox discusses the changes coming to Social Security in 2024 including:- Cost of Living Adjustments-Social Security Wage Base-Medicare Part B Premium Updates-Part B Income ThresholdsAnd MoreIf you would like to learn more please contact us at www.contwealth.com

12 phút
27/12/2023

2023 Stock Market Year in Review

As we close out 2023, stock market indexes are up and at all-time highs, bonds have strong returns and cash invested properly can earn interest.So 2023 must have felt like a great year for investors right? Unless you lived under a rock, you know that was far from the case. Investors were consistently inundated with negative news and why things were about to crash. This is what makes investing so hard. Sticking through the difficult times and staying invested will rewar...

26 phút
18/12/2023

Gifting Strategies in 2023

With the holidays in full swing, gifting is top of mind for many individuals. We thought it would be a good time to discuss gift limits, when the IRS needs to be informed of gifts, and some gift-giving strategies.So if you are thinking of making major gifts this year, I encourage you to tune in!If you would like to learn more please contact us at www.contwealth.com

10 phút
11/12/2023

Tips to Make SMART New Years Resolutions that Stick

As we approach the end of the year it's that time again. Time to make, and then quickly break, our New Year's Resolutions.In this episode JT discusses tips to make SMART New Year's Resolutions you will actually stick with.So if you really want to make a change, be sure to tune in!If you would like to learn more please contact us at www.contwealth.com

15 phút
21/11/2023

5 Tax-Smart Charitable Gifting Strategies

For many, the holidays are a time for giving. As the holidays approach we have put together an episode specifically to discuss tax-smart charitable gifting strategies to consider.So if you are feeling charitably inclined this holiday season, and are interested in potentially reducing your tax bill, then be sure to tune in!If you would like to learn more please contact us at www.contwealth.com

12 phút

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A podcast dedicated to helping you make smart decisions with your money. Hosts JT Cox and David Rath break down impactful financial topics into plain English and riff on current events.

Nhà sáng tạo

Continuum Wealth Advisors
Năm hoạt động

2023 - 2024
Tập

35
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Trang web chương trình

On the Continuum

On the Continuum

Estate Planning 101 with Phillip Vacchio, Senior Attorney at Herzog Law Firm

Medicare Explained with Colin Miller - Founding Partner of Medicare Plan Partners

Medicare Part B Explained

How Social Security is Changing in 2024

2023 Stock Market Year in Review

Gifting Strategies in 2023

Tips to Make SMART New Years Resolutions that Stick

5 Tax-Smart Charitable Gifting Strategies

Giới Thiệu

Thông Tin

On the Continuum

Tập

Estate Planning 101 with Phillip Vacchio, Senior Attorney at Herzog Law Firm

Medicare Explained with Colin Miller - Founding Partner of Medicare Plan Partners

Medicare Part B Explained

How Social Security is Changing in 2024

2023 Stock Market Year in Review

Gifting Strategies in 2023

Tips to Make SMART New Years Resolutions that Stick

5 Tax-Smart Charitable Gifting Strategies

Giới Thiệu

Thông Tin