Your Retirement Playbook
Latest Episodes
Insurance Policies, Technical Trading, Bracket Bumping, and More!
Today on Consider This Program we talk about what to do with an old insurance policy, Technical Trading with Andrew Thrasher, and what is Bracket Bumping?
Timeshares, Stock Splits, And More!
Today on Consider This Program we discuss stock splits and fractional shares, Timeshares, and setting up a business from a tax perspective.
Big Mac Index, Parents with Dementia, and More!
Today on Consider This Program we talk about the BIG MAC Index, where we compare the price of the popular sandwich all around the world. We also discuss what happens when our parents start showing signs of Dementia. How do we deal with their finances?...
Designed Distribution, Roth Conversions, and More!
Today on Consider This Program we talk about Roth Conversions, comparing finances to household chores, and designed distribution.
Roth IRAs Are Awesome, The Financial Crisis, and More!
Today on Consider This Program we discuss Roth IRAs and their MANY uses. We also cover Dollar Cost Averaging as well as the current and previous financial crisis.
The Standard Deduction
Today on Consider This Program we talk about Dollar Cost Averaging, thinking through the Standard Deduction, and we explain the Fiduciary Focus.
Everything About Taxes
Today on Consider This Program we talk about TAXES! When are they really due? What the tax differences between LLCs, S Corps, C Corps, and Soul Proprietors? And also, what if you are a freelancer? How do your taxes differ?
Avoiding Tax Audits, Charitable Gifting, and More!
Today on Consider This Program we talk about charitable gifting, how to avoid tax audits (and what to do if you are called), and all the different types of beneficiaries you can have...
Consider This Program & Jeffrey Mount, PHD
Real Intelligence LLC President - Jeffrey Mount
Natural Disaster Insurance
Today on Consider This Program we talk about successor trustees, natural disaster insurance, and the economic factor of Covid 19.