30 minute money

30 minute money


Latest Episodes

Top 10 Tax Tips
November 24, 2023

The end of the year’s just around a corner. Here are a few last minute ideas for saving money on taxes

Medicare Open Enrollment
November 10, 2023

If you have insurance to supplement your Medicare, you may be in for nasty surprise. In this episode, we talk about what might be in store and how you can avoid it.

Required Minimum Distributions
November 03, 2023

If you inherited an IRA or are over 72, you have to take distributions and the penalty for not taking enough is terrible. In this episode we talk about the ins and outs of required distributions.

Advanced Roth Strategies
October 27, 2023

Knowing some of the more sophisticated strategies for Roth iras can help you build your tax free bucket even faster

Avoid The Tax Torpedo
October 13, 2023

Be careful how much money you take from an IRA in any one year. You could get hit with the tax torpedo.

Seven Mistakes to Avoid with Your IRA
October 07, 2023

Make the wrong mistake with your IRA and it can cost you thousands. Here are the seven top mistakes to avoid.

Should You Be Debt-free in Retirement?
September 29, 2023

Many people strive to be debt-free in retirement. Is it such a good idea?

The Right and Wrong Ways to Pass Control to Your Adult Children
September 22, 2023

The right way and the wrong ways of delegating your finances to your adult children

Do You Know What You Need to Know About Social Security?
September 15, 2023

Surprising discoveries in a new national survey about Social Security

A Plan for Your Stuff
September 08, 2023

We talk a lot about a plan for your money. You also need a plan for your stuff.