In Ep. 105, Tom walks the listeners through a letter from his accountant. The letter lays out tips for how to get your 2019 taxes done in a timely, simple fashion. There have been a handful of changes to the tax code over the last few years, so it’s important to stay up to date. The letter also illustrates how to make your tax preparer’s life easier by having everything organized. Enjoy!
In Ep. 104, Tim and Tom discuss the SECURE Act and the number of changes it’s going to have on your retirement plans. They discuss the changes to the Stretch IRA, changes to contribution age restrictions and RMD age requirements in IRA’s, as well as some changes the SECURE Act made to 529 plans. If you have a 401(k), IRA, or plan to in the future – tune in to this episode!
In Ep. 103, Tim walks listeners through a few financial planning checklist items to take care of in January to get 2020 started on the right foot! He breaks down how to evaluate last year’s budget and make adjustments, how to tweak your savings habits, how to evaluate your goals and investments as well. Timely and valuable information in this episode for everyone!
In Ep. 102, Tim talks with Tina Hay. Tina is the founder and CEO of Napkin Finance, and the author of the recently released book “Napkin Finance: Build Your Wealth in 30 Seconds or Less”. The book was released this past Monday, December 30th, 2019. They discuss how the illustrations help visually display the important personal finance topics and how it helps reinforce the material. Be sure to check out the book today!
In Ep. 101, Tim interviews Daniel Ameduri. Daniel is the co-founder of FutureMoneyTrends.com and the author of the recently released book “Don’t Save For Retirement: A Millennial’s Guide to Financial Freedom”. They discuss the book and how it addresses where Millennials SHOULD be saving money if they aren’t saving for traditional retirement. They talk about the differences in generations financially, re-thinking the term ‘wealth’, and finding a passion for how you bring in income. Enjoy!