Ditch the Suits - Your Money, Your Life

145 Episodes

1. Tax Deductions – How to Get More!

   Published: 12/3/2024
2. ROTH Conversions, 401k Strategies, and Income Tax Planning

   Published: 11/26/2024
3. Effective Budgets and Income Sourcing Plans

   Published: 11/19/2024
4. Hidden Costs of a High Salary

   Published: 11/12/2024
5. Major Mistake When Selling a House or Business

   Published: 11/5/2024
6. 2024 Proposed Tax Policy Grab Bag (Part 2)

   Published: 10/29/2024
7. 2024 Proposed Tax Policy Grab Bag (Part 1)

   Published: 10/22/2024
8. The Financial Doomsday of an Unrealized Capital Gains Tax

   Published: 10/15/2024
9. The Nightmare of Taxing Unrealized Capital Gains

   Published: 10/8/2024
10. Surprise Effects of Increasing Corporate Taxes

    Published: 10/1/2024
11. Why Your Net Worth Is The Wrong Number To Track

    Published: 9/24/2024
12. Do YOU Need $1,000,000 to Retire?

    Published: 9/17/2024
13. How the Media Uses Politics, Social Issues, and Market Volatility Against Us.

    Published: 9/10/2024
14. A Broader Perspective on the Long-term Impact of Inflation.

    Published: 9/3/2024
15. New DEI Issues with ESG/Socially Responsible Investing

    Published: 8/27/2024
16. This May Help You Avoid Irreparable Harm To Your Portfolio

    Published: 8/20/2024
17. Mutual Funds – Why you may get a tax bill, even when you lose money.

    Published: 8/13/2024
18. Investment Fees…the Good, the Bad, and the Ugly.

    Published: 8/6/2024
19. Understanding Tax Codes and Types of Investment Accounts

    Published: 7/30/2024
20. When to (and not to) Fund a Roth

    Published: 7/23/2024