Tax gain harvesting is a strategy of selling investment assets at a gain and paying tax at that point as opposed to waiting and paying the tax later. Depending on your income and how…
Read More
An Objective Review of the Biden Tax Plan | Ep 43
As we approach the presidential election, we’re getting more and more details about the campaign promises made by the candidates. We dedicated this episode to reviewing some of the provisions Joe Biden proposes in his tax plan….
Read More
Did Trump Just Kill Social Security? | Ep 42
The Social Security system has been under stress for years, and lost tax receipts due to COVID-19 hasn’t helped the viability of the program. President Trump recently issued an executive order that allows employers to…
Read More
Don’t Sleep on Long-Term Disability Coverage | Ep 38
In today’s episode, Katie Brewer from Your Richest Life Financial Planning joins us to chat about long-term disability coverage. Katie is a CERTIFIED FINANCIAL PLANNER™, and shares some wisdom she’s picked up over the years…
Read More
Savvy Investing in Bear Markets | Ep 16
Savvy Investing in Bear Markets Since last week, the U.S. stock market has officially entered a bear market. In today’s episode, Grant shares his thoughts on making smart decisions for investing in bear markets. Grant…
Read More