We evaluate a person’s hypothetical financial situation and discuss the importance of asset allocation/tax diversification. We take a look at three important tax categories that play significant role in this persons financial plan. We also discuss different investing methodologies and Roth conversion that help create a pool of tax free wealth.
We evaluate a person’s hypothetical financial situation and discuss how they can pass the maximum amount of their wealth to charity. In this case the question is not sufficiency its about efficiency since the person has built up a large amount of assets. There are a number of considerations and approaches we analyze in order to help this person achieve their end goal.
Jim Stanard has transitioned from a successful career in the business world to a creative musical artist. Jim Stanard’s second album Color Outside The Lines once again showcases the Florida/Colorado-based troubadour’s distinctive song craft, vivid storytelling and unmistakably authentic voice – the same qualities that made listeners and critics take notice of his acclaimed 2018 debut Bucket List. We discuss life transitions, financial independence, music and much more with Jim Stanard
Jim Stanard will release his sophomore album, Color Outside The Lines, on October 16th.
During a divorce, you and your spouse are faced with a lot of tough decisions. On top of that divorce can be extremely costly both emotionally & relationally. Divorce mediation provides an alternative to litigation that can fit your financial needs. We discuss the financial aspects of divorce mediation with Robin Graine.
Buying a car is one of the biggest purchases people make today. Researching the different attributes that come with a car and deciding whether to get a new vs used car is a good starting point. Then comes the next big question how are you going to pay for it? We discuss helpful tips on the decision making process and financing options when it comes to buying a car. These are lessons to help you become a smart car buyers in 2020 and beyond!
In this episode, we will share 6 tips to help you invest in your retirement. These are tips to help you become more informed when it comes to making financial decisions in retirement.
In this episode we evaluate a person’s hypothetical financial situation and discuss our approach. We begin by analyzing the person’s financial constraints and suitability. Then we challenge each-others strategies and ideas to determine the best course of action for this person.
Here is the final episode in our political election series where we discuss strategies to capitalize on gains in the event of a market decline. We review these topics and more to help you be more proactive when it comes to your portfolio during times of political uncertainty!
Continuing on with election related topics we discuss defensive strategies that can protect your portfolio. We take a look at the pros and cons of tactical and passive investing along with risk-adjusted returns. Remember there are always ways to express your opinion in the markets. We discuss these topics and more to help you prepare your portfolio through times of political uncertainty!
