Nov 13, 2023
With the end of 2023 just weeks away, many people are looking to pay the taxes on a Roth IRA conversion… but what is the best way to do so?
This week David will offer some different ideas, including paying out-of-pocket or taking a 401k loan.
Listen in to hear some options on minimizing the pain of paying those taxes...
Oct 9, 2023
Depreciation may sound like a bad thing to some people, but it can be a benefit when it comes to finances. On this episode, David Hays welcomes Martin James, CPA, back to discuss various aspects of depreciation on property, the differences in active versus passive real estate investing, land leases and the...
Sep 25, 2023
Description – Debt is a part of life for many people, and it’s always important to manage your debt appropriately.
On this episode, David and Marty James, CPA, discuss the benefits of having cash available versus using credit, as well as the importance of having a steady income stream in retirement.
Sep 11, 2023
Marty James, CPA, is back on the podcast to share about potential incentives Americans can take when purchasing a “clean vehicle,” aka an electric car or truck.
Did you know that if you are making a purchase of a clean vehicle, your MAGI – Modified Adjusted Gross Income – could impact the incentive...
Aug 28, 2023
For Americans planning to retire before becoming eligible for Medicare, there can be challenges in finding affordable health care.
In this episode, David welcomes Martin “Marty” James, CPA, to the podcast to discuss potential ways to minimize the impact of higher-cost insurance.