Episodios

  • E251: What Are My Options For College Savings For My Child?

    E251: What Are My Options For College Savings For My Child?
    Mar 12 2025
    Saving for your children's college education is one of the most important financial decisions you'll make as a parent. With the cost of higher education rising steadily, it's a great idea to start planning early and understand your options.
    Más Menos
    13 m
  • E250: What Is a Roth 401(k) and How Does It Work?

    E250: What Is a Roth 401(k) and How Does It Work?
    Mar 5 2025
    If your employer offers a Roth 401(k), consider giving it a closer look. It could become an essential part of your financial strategy, setting you up for a financially secure, tax-efficient retirement.
    Más Menos
    9 m
  • E249: Reasonable Compensation for S-Corps – Busting Common Myths

    E249: Reasonable Compensation for S-Corps – Busting Common Myths
    Feb 26 2025
    Reasonable compensation is one of the most misunderstood and debated topics for S-Corporation (S-Corp) owners. Despite its importance, misconceptions continue to circulate, often leading to IRS challenges or costly mistakes. Let’s break down what reasonable compensation is, why it matters, and bust some of the most common myths.
    Más Menos
    10 m
  • E248: How to Read a Fund Report – Understanding Key Investment Metrics

    E248: How to Read a Fund Report – Understanding Key Investment Metrics
    Feb 19 2025
    Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
    Más Menos
    9 m
  • E247: When to Use a Credit Card Balance Transfer

    E247: When to Use a Credit Card Balance Transfer
    Feb 5 2025
    Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.
    Más Menos
    8 m
  • E246: A Checklist of Documents for Filing Your 2024 Tax Return

    E246: A Checklist of Documents for Filing Your 2024 Tax Return
    Jan 29 2025
    As tax season approaches, staying organized can save you time, stress, and even money. To make filing your 2024 tax return easier, here’s a checklist of documents you may need, depending on your income sources, deductions, and tax credits.
    Más Menos
    8 m
  • E245: How (And Why) to Communicate Your Estate Plan to Your Family

    E245: How (And Why) to Communicate Your Estate Plan to Your Family
    Jan 22 2025
    Estate planning isn’t just about organizing your assets or drafting a will. It’s about creating a roadmap that ensures your wishes are honored and your loved ones are cared for. Communicating your estate plan to your family is helpful for several reasons.
    Más Menos
    9 m
  • E244: The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits

    E244: The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits
    Jan 15 2025
    Here are the biggest mistakes taxpayers make during tax season that can trigger IRS enforcement—and how you can avoid them.
    Más Menos
    10 m