5 Key Areas of Your Financial Life
Constructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
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Why You Need a Micro and Macro Tax Lens
There are a couple different ways to view taxes – through micro and macro lenses. You’ve probably heard of micro and macro economics, but today’s show is all about preparing for tax season.
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Love or Hate the Election, Leave Emotion Behind
No matter how you feel about the 2020 election, it’s best to leave emotion behind when dealing with your financial future. Scott Dougan explains how he handles retirement plan-ning in election season.
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How Will the Election Affect Investments?
The election is upon us, and that brings up a lot of financial questions. We want to dedicate today’s show to answering some of those common queries.
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End-of-Year Tax Planning Guide
Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.
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Tax Planning Opportunities with Special Guest David McKnight
Since we aren’t able to bring David McKnight to Kansas City for an in-person appearance, we decided to do the next best thing and bring him on the podcast. Join us as the author and tax planning expert gives us his perspective of what we’re experiencing with a turbulent economy and what opportunities investors have to move closer to a zero percent tax bracket.
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2019 End Of Year Tax Planning Checklist
Just like we did a year ago, Scott will give us a blow-by-blow account of the things we should be looking to do at the end of the year from a tax perspective.
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5 Tax Saving Strategies
How do the ultra-wealthy get away with paying fewer taxes than everyone else? Many people believe it’s because they use complicated, or questionable tax practices. But that’s not necessarily the case. In fact, many of the strategies the ultra-wealthy use to save a small fortune in taxes are also available to you. You just don’t know they exist, or you’re simply not taking advantage of them. On today’s show, we’ll cover 5 strategies that could potentially help you save a small fortune in taxes.
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Are You Prepared For Rising Taxes?
Taxes are very likely to increase in the future and failing to plan accordingly may have painful financial consequences. That said, not everybody should alter their plans, but some should. Like most financial matters, this is a very nuanced subject. There are very few absolutes or hard-and-fast rules here. Listen to today’s show to find out if you should make some changes in your plan to take advantage of likely higher taxes in the future.
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Episode #5: Planning During The “Golden Decade”
Have you given much thought to your “Golden Decade”? It’s the period of time between approximately 60 and 70 years old when you can really take control of your retirement planning future. On this episode, Scott gives us some of the important things to think about during this time period and tells us why we should be talking about the “Golden Decade” a lot more.
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