Ep 4: Energy Investing - The Oil And Gas Industry
Guest Casey Minshew from Energy Funders talks about some pros and cons of investing in the oil and gas industry and the tax benefits that can come from this sector. If you’ve ever consider this investment, you’ll want to check out this conversation.Listen Now
Ep 3: Creating a Tax-Free Retirement Blueprint
Are you doing everything you can to keep as much money in your pocket in retirement? Many people are focused on tax preparation but not tax planning, and that’s something we have a blueprint process for clients. John Major is a Senior Tax Advisor on our team and takes us through the steps of that process on the show.Listen Now
Ep 2: Will You Run Out of Money Before You Run Out of Life?
What’s the best way to find the answer to that question? Quite simply, it’s putting together a retirement plan. But where should you start? We’ve put together a book that addresses the key areas of planning that will allow you to determine how much you’re going to need to cover your entire retirementListen Now
Ep 1: 7 Deadly Mistakes You Make With Medicare
As part of our wealth and tax planning, we work with people on healthcare and long-term care options. Many of the questions we get involve Medicare, which isn’t surprising because it can be pretty confusing. Today we’ll explain the basics of the program and then identify seven key mistakes that people make with Medicare.Listen Now