Jan 31, 2022
During this episode I want to focus on the Federal Estate Tax Roller Coaster. This is where I talk about other forms of taxes besides our retirement accounts. Yes, I want to focus on our retirement accounts, but we can't do that without looking at other assets: your home! Your estate can be taxed. What other...
Jan 28, 2022
During this episode I explain exactly what is a Trillion-dollars. Many of us cannot fathom the idea! How are we going to help our Nation's Trillion-dollar debt deficit? Well, through our IRAs. Listen to this episode and learn how converting your IRA now, during a lower tax bracket, to a Roth will decrease the amount...
Jan 20, 2022
2025, The Final Drive is a metaphor from my football playing and coaching days. It is an attempt to emphasize the importance of the last chance, time is ticking, and now is the time to go! During this episode I get into the why’s of this podcast, my book, and my entire mission to serve people and continue financial...