Jul 27, 2022
Due to a recent rise in interest rates, annuities are experiencing record sales. This boom has listeners curious about whether to purchase hot ticket annuities or individual bonds. If you’re considering buying a fixed annuity, I want to give you the pros and cons of fixed income investments, as well as...
Jul 20, 2022
If you’re a small business owner and are potentially in the market for a new vehicle, this episode is for you! Join me as I discuss potential vehicle write-off strategies that you can only take advantage of in 2022, the logistics of writing off a vehicle for small business use, and other ways vehicles can keep your...
Jul 13, 2022
In 2015, Congress passed the Budget Reconciliation Act, which eliminated a few common loopholes used to get retirement-age couples additional spousal benefits. However, if you’re between the ages of 68 and 70, some of these strategies may still apply! On this episode, I’ll break down these strategies and help you...
Jul 6, 2022
In light of the recent stock market decline, many people are wondering what they should do (if anything) to survive the bear market. On this episode, I’m going to give you five tips to help weather the financial storm in your portfolio. Get ready to explore the history of bear markets and time-tested strategies used...