Do you ever look at your tax return and wish you could turn back the clock to implement some money-saving strategies BEFORE it was too late? 25 year CPA Neil Narveson shares some great ideas you can put into play before the year end that might save you some money come tax time!
Social Security Success Tips Social Security is an important part of your retirement puzzle, but do you know how to get the most out of it? Since it’s such a complicated and ever-changing program, don’t miss sought-after Social Security Speaker Tim Kiesling as he reveals some helpful tips to maximize your Social Security benefit! Listen
Life Insurance as an Asset When you think of your most valuable assets you probably consider big ticket items such as your home or vehicles, but have you considered that Life Insurance could be on the list? Life Insurance is so much more than a death benefit, and 40-year Insurance Industry Veteran John Wheeler is
10 Dangerous Misconceptions about Wills and Trusts Forget what you’ve seen on TV dramas! Wills and trusts are very different and have varying timelines and consequences for you and your loved ones, both before and after your passing. Tune in as Estate Planning Professional Jim Silbernagel clears up some common yet potentially dangerous misconceptions about
52 reasons you have less money than you could Did you know that there are up to 52 ways you can be taxed?! Financial Standout Rao Garuda came to the United States with just $7 in his pocket and a drive to educate himself and others. What he learned about financial planning and tax law
Don’t Worry, Retire Happy! Are you worried about running out of money in retirement? What tools and strategies are available to help protect your retirement income despite all the risks? Who better to talk about those options than Tom Hegna, best-selling Author of “Paychecks and Playchecks” and “Don’t Worry, Retire Happy!” Tune in for some
Prepare for the Unknown: How Taxes Affect Retirement Unless you have a crystal ball you just can’t tell what the tax rules, laws, and brackets will be when you retire. So what will happen to that IRA nest egg that hasn’t been taxed yet? How much could you lose? Tune in as Ed Slott, one
10 Common Mistakes When Naming Powers of Attorney You can get just about anything online these days, even legal documents! But the devil is in the details, so it’s time to dust off those old documents and make sure you haven’t made any of these 10 common mistakes when naming Powers of Attorney. Tune in
Inheritance Gone Wrong You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as IRA/Employer Plan Specialist Denise Appleby shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or when beneficiaries collected the funds
Top 10 Tech Tips to Stay Safe When just one click of a button can make you a victim of cyber-crime, how do you stay safe in a world dominated by computers and technology? IT expert Brad Otto shares insider secrets on how to avoid cyber-crime so you can protect your devices and digital valuables.