Jun 27, 2022
Jun 13, 2022
Out of control debt and spending how does inflation help or hurt our debt problem?
What’s the appetite of Washington to do anything about it? Not much for now – but nothing happens in America until there is a crisis.
More reasons to take a proactive approach to move your retirement out of the cross hairs of higher...
Jun 6, 2022
Why are they proposing our Required Distribution age on our IRA’s and 401K’s be 75 as part of The Secure Act 2?
David explains how budgets are made, by occasionally pulling forward expenses and pushing out revenue to cover the cost.
How demographics, projected retirement plan balances, line up perfectly to the new...
May 23, 2022
Listen to David explain how to get a full step up of cost basis on a Marital asset and avoid paying capital gains? Learn about the Marital Gifting Strategy that almost no one knows about!
Hear how to take advantage of your life time, gift exclusion amount, without the fear of an IRS claw back.