Latest Taxplanning Podcast Episodes
#132: Empowering Financial Conversations - A Guide for Parents and Young Adults with Bobbi Rebell
DO MORE WITH YOUR MONEY - July 03, 2024 14:00 - 43 minutes ★★★★★ - 16 ratingsIn this podcast episode, Bobbi Rebell, a Certified Financial Planner and CEO of Financial Wellness Strategies, shares her journey and insights on financial independence. She discusses her book "Launching Financial Grown-Ups," inspired by her challenges in engaging her stepchildren in financial c...
Dividend Investing (Part 4): Answering Top Listener Questions
Stay Wealthy Retirement Podcast - June 27, 2024 09:00 - 25 minutes ★★★★★ - 152 ratingsIn the final episode of this series, I'm answering the BEST listener questions I've received about dividend investing. Questions such as: ➤ If dividend investing is NOT a great way to create retirement income, what is? ➤ What dividend-focused funds should investors consider if they insist...
In 2024, Should You Rent or Buy Your Home?
Your Life Simplified: A Financial & Wealth Management Podcast - June 13, 2024 17:50 - 23 minutes ★★★★★ - 54 ratingsShould I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the...
#131 Exploring the Shred Method: Accelerating Mortgage Debt Repayment with Adam Carroll
DO MORE WITH YOUR MONEY - June 12, 2024 14:00 - 50 minutes ★★★★★ - 16 ratingsIn this podcast episode, T.J. hosts financial expert Adam Carroll, who shares his journey from college debt to financial responsibility. Adam introduces the "shred method," a technique using home equity lines of credit to reduce interest expenses on debts like mortgages and student loans. He exp...
Dividend Investing (Part 3): A More "Flexible" Dividend Strategy
Stay Wealthy Retirement Podcast - June 06, 2024 09:00 - 18 minutes ★★★★★ - 152 ratingsIn today's episode, I'm sharing everything you need to know about stock buybacks. Specifically, I'm sharing: ➤ Why stock buybacks are referred to as a "flexible" dividend ➤ What a stock buyback is (and how it works) ➤ How stock buybacks are more tax-friendly than traditional dividends ...
#130: How Can You Overcome Money Anxiety and Make Intentional Financial Decisions with Mandyy Thomas
DO MORE WITH YOUR MONEY - May 29, 2024 14:00 - 53 minutes ★★★★★ - 16 ratingsIn this podcast episode, financial coach Mandyy Thomas joins us to speak about helping people with their money worries. She shares her own story and gives tips on how to manage finances better. Mandyy teaches how to plan for big and small costs and how to save money wisely. She also talks about ...
Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform
Stay Wealthy Retirement Podcast - May 22, 2024 09:00 - 19 minutes ★★★★★ - 152 ratingsToday I'm continuing our multi-part series on Dividend Investing. Specifically, in part two, I’m sharing: ➤ What the long-term performance has been for dividend-focused funds ➤ Why popular dividend investing charts can be incomplete (or misleading) ➤ The 3 primary reasons dividend strate...
Year-Round Tax Planning
Your Life Simplified: A Financial & Wealth Management Podcast - May 16, 2024 12:00 - 20 minutes ★★★★★ - 54 ratingsTax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.
#129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani
DO MORE WITH YOUR MONEY - May 15, 2024 14:00 - 51 minutes ★★★★★ - 16 ratingsIn this episode of "Do More With Your Money," host T.J. van Gerven chats with Rocky Lalvani, a chief profitability advisor and certified profit first professional. Rocky shares his journey from a money-savvy kid to helping business owners prioritize profit and pay themselves first. They discuss ...
Dividend Investing (Part 1): Making Money While You Sleep
Stay Wealthy Retirement Podcast - May 09, 2024 09:00 - 19 minutes ★★★★★ - 152 ratingsToday I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them? ➤ How do they affect an investor's return?...
Cash Balance Plans Explained
Your Life Simplified: A Financial & Wealth Management Podcast - May 02, 2024 12:00 - 15 minutes ★★★★★ - 54 ratingsCash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they ma...
#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
DO MORE WITH YOUR MONEY - May 01, 2024 14:00 - 48 minutes ★★★★★ - 16 ratingsIn this episode of "Do More With Your Money," host TJ Van Gerven talks with financial planner Leland Gross about the unique financial planning needs of realtors and self-employed millennials. Leland shares his journey from insurance sales to comprehensive financial planning, emphasizing the impo...
How to Protect Yourself From Financial Scams (+ New Resources)
Stay Wealthy Retirement Podcast - April 25, 2024 09:00 - 14 minutes ★★★★★ - 152 ratingsToday I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to fi...
How Parents Can Teach Teens About Investing
Your Life Simplified: A Financial & Wealth Management Podcast - April 18, 2024 12:00 - 16 minutes ★★★★★ - 54 ratingsWant to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investme...
Why Working With an Advisor is Important
Your Life Simplified: A Financial & Wealth Management Podcast - April 04, 2024 12:00 - 18 minutes ★★★★★ - 54 ratingsIt's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and ...
Why Working With a Wealth Advisor Is Important
Your Life Simplified: A Financial & Wealth Management Podcast - April 04, 2024 12:00 - 18 minutes ★★★★★ - 54 ratingsIt's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and ...
The Best Retirement Account, Making Investment Changes, and More!
Stay Wealthy Retirement Podcast - April 03, 2024 09:00 - 23 minutes ★★★★★ - 152 ratingsThere is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save? ➤ How do I optimize my tax bill and avoid overpaying the IRS? ➤ When do I take Social Security? ➤ What should I invest in? (And what should I avoid?!) The list go...
Inflation Is Cooling...But Why Does Everything Still Feel So Expensive?
Stay Wealthy Retirement Podcast - March 21, 2024 09:00 - 11 minutes ★★★★★ - 152 ratingsInflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflation is back in line with long-term historical averages, why does everything still feel so expensive? When voters were asked what they would most like to see improved in our economy... ...w...
Inflation: Why Does Everything (Still) Feel So Expensive?
Stay Wealthy Retirement Podcast - March 21, 2024 09:00 - 11 minutes ★★★★★ - 152 ratingsInflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflation is back in line with long-term historical averages, why does everything still feel so expensive? When voters were asked what they would most like to see improved in our economy... ...w...
Tax Implications of Roth IRAs and Roth 401(k)s
Your Life Simplified: A Financial & Wealth Management Podcast - March 15, 2024 00:00 - 16 minutes ★★★★★ - 54 ratingsIRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences be...
Roth Conversions and the 5-Year Rule (Explained!)
Stay Wealthy Retirement Podcast - March 07, 2024 10:00 - 25 minutes ★★★★★ - 152 ratingsWant an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule. 👉 Click here to join the newsletter! *** TODAY'S EPIS...
Estate Planning: Protect Your Legacy & Avoid These Mistakes
Your Life Simplified: A Financial & Wealth Management Podcast - February 29, 2024 13:00 - 17 minutes ★★★★★ - 54 ratingsNo one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle...
#127: Unconventional Financial Planning: Navigating Life Without Kids with Jay Zigmont, PhD, CFP®
DO MORE WITH YOUR MONEY - February 28, 2024 15:00 - 38 minutes ★★★★★ - 16 ratingsIn this episode of "Do More With Your Money," host T.J. van Gerven interviews Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. Jay, a financial planner specializing in advising childfree individuals, discusses the lack of financial planning services tailored to the 20-25% of the U.S. populat...
4 (Little-Known) Retirement Planning Misconceptions
Stay Wealthy Retirement Podcast - February 21, 2024 10:00 - 44 minutes ★★★★★ - 152 ratingsToday I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact, some of these misconceptions might not be misconceptions at all... ...they might be concepts that you've never even considered! For example, is retirement planning a complex problem OR a complica...
Non-Financials of Retirement
Your Life Simplified: A Financial & Wealth Management Podcast - February 15, 2024 13:00 - 17 minutes ★★★★★ - 54 ratingsWhat is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest tra...
#126: How Can Financial Planning Help You Achieve Life Balance and Fulfillment with Mike Troxell
DO MORE WITH YOUR MONEY - February 14, 2024 15:00 - 49 minutes ★★★★★ - 16 ratingsIn this episode of "Do More With Your Money," host TJ and financial advisor Mike Troxell discuss the challenges and strategies involved in financial planning, particularly for individuals with complex equity situations. They explore the emotional aspects of financial decisions, the importance of...
How to Invest During an Election Year
Stay Wealthy Retirement Podcast - February 08, 2024 10:00 - 16 minutes ★★★★★ - 152 ratingsIt's an election year. As a result, many retirement investors believe that the market MUST be in for a wild ride. But is that true? Over the last 100 years, how have markets behaved during election years? What have been the best and worst returns? How has the market performed during ...
Worst Financial Decisions on the internet!
Jake Of All Trades - February 05, 2024 10:00 - 32 minutes ★★★★★ - 18 ratingsEver grappled with a financial decision that felt like a fork in the road of life? Join us, Jake and Kirk, as we recount tales that merge money with the heart, drawing wisdom from those who've walked the path before us. Today's episode is a deep dive into the shadows of sacrifice and regret—thos...
How to Prepare for Maternity Leave
Your Life Simplified: A Financial & Wealth Management Podcast - February 01, 2024 13:00 - 26 minutes ★★★★★ - 54 ratingsHaving a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, sh...
#125: Managing money across borders for globetrotting Indian millennials with Vrishin Subramaniam
DO MORE WITH YOUR MONEY - January 31, 2024 15:00 - 46 minutes ★★★★★ - 16 ratingsIn this episode of "Do More with Your Money", host T.J. van Gerven interviews Vrishin Subramaniam, a financial planner who specializes in assisting Indian millennials and Gen Z living abroad. They discuss the unique financial challenges faced by this demographic, including issues related to visa...
Related Taxplanning Topics
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