The Fiscal Physical Podcast Ryan Nelson & Aaron Hoisington

Send us a Text Message.Unlock the mysteries of the financial world with Ryan Nelson of Alchemy Wealth Management as we examine the counterintuitive dance between interest rates and bond prices. Ever wondered why your seemingly stable bond investments fluctuate in value as the market ebbs and flows? Ryan generously shares his expertise, demystifying how an uptick in interest rates can cause your previously attractive bonds to lose their luster, transforming a complex subject into an accessible...

Send us a Text Message.Unravel the mysteries of Required Minimum Distributions (RMDs) with expert guidance from Ryan Nelson of Alchemy Wealth Management, as we tackle the nuances of a topic that's crucial for both your retirement and tax planning. Get ready to gain a clear understanding of how the IRS ensures it gets a piece of your tax-deferred retirement accounts and what this means for your financial future. Learn the ropes on how to manage these taxable events from traditional IRAs and 40...

Send us a Text Message.Unlock the secrets to preserving your financial legacy without getting caught in the taxman's net, as I, Aaron Hoisington, team up with Ryan Nelson, the financial maestro from Alchemy Wealth Management, on the latest Fiscal Physical Podcast. We're going beyond the headlines to bring you a crystal-clear breakdown of the annual gift tax exclusion and estate tax intricacies which, trust me, are anything but dry when your hard-earned wealth is on the line. Ryan's expertise ...

Send us a Text Message.Unlock the secrets of long-term capital gains with our financial whiz Ryan Nelson from Alchemy Wealth Management, and ease the mystery around your investment taxes. We'll walk you through the different tax rates for various income levels, especially for married couples filing jointly, and show you how to optimize your portfolio for tax efficiency. With Ryan's expertise, we dissect the ins and outs of long-term capital gains, comparing them to regular income, and reveali...

Send us a Text Message.Understand the secret sauce behind the U.S. tax system as we sit down with Ryan Nelson, the financial wizard from Alchemy Wealth Management and the brains behind "Your Fiscal Physical." We're unlocking the real story on tax brackets, dispelling myths left and right, and teaching you how your hard-earned dollars fill up the tax "buckets" one by one. You'll walk away from this conversation with the kind of knowledge that turns a daunting tax code into a series of manageab...

Send us a Text Message. Have you ever found yourself at a career crossroads, pondering the fate of your 401(k) and feeling lost in the sea of financial decisions? Fear not, as we've summoned the wisdom of Ryan Nelson from Alchemy Wealth Management to navigate these choppy waters. Together with my co-host, Aaron Hoisinton, we dissect the maze of options that lie before you when you bid farewell to your employer. From cashing out (beware the tax beast!) to the ease of leaving funds put or ...