show episodes
 
Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
 
If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Planet BoomerVille is for Baby Boomers, those born between 1946-1964. It is about remaining Stellar and Living Life Lively in the finite time we have remaining. That means Baby Boomer brain and physical health. Baby Boomer family relationships, love, Boomer sex, romance, Boomer Dating, grey divorce, Baby Boomer retirement, finances, and new business ventures. Making new friends and appreciating old friends. Lot's of music, new and old. It is about baby boomers new life beginning and adventur ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
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show series
 
In this two part episode Jake and Kirk go through a recent Wall Street Journal article that presents 30 pieces of advice given by financial experts from various professions, each explaining a unique mistake people make during a recession. The article has CEOs, CFOs, financial analysts, CFPs and everything in between. Jake and Kirk read each piece o…
 
How might Joe Biden's or Donald Trump’s changes to the lifetime estate tax exemption impact your estate plan? Plus, is there any reason to have pre-tax retirement accounts? How long does money have to be in a traditional IRA before a backdoor Roth conversion? Can annuities be converted to Roth? And more on dividends, long term capital gains, Vangua…
 
On this episode Jake and Kirk discuss an article by the New York Times which gives financial guidance to young professionals during this pandemic. Kirk explains some of the lessons he has learned as well. Some of the guidance given may sound familiar, but there are some profoundly new perspectives to consider. Here is the article: https://www.nytim…
 
Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested l…
 
On this episode Jake and Kirk will be reacting to a clip from the Joe Rogan Experience with guest Peter Schiff. Joe and Peter discussed various aspects of the effects of shutting down the economy, from monetary effects to commercial real estate and more. You’ll be able to hear this clip from Rogan and hear Jake and Kirk’s responses and commentary. …
 
Is timing the market and day trading in your Roth IRA in retirement a good idea? How are you taxed if you collect dividends vs. reinvesting? Plus, tax loss harvesting, asset allocation, investing in bonds, the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for spousal Social Security, and IRA vs. 529 plan for a newborn. Wh…
 
In this episode Jake and Kirk discuss an article in The Economist about the art and science of bubbles. Today, with the advent of day-trading apps like Robinhood, bubbles have become more prevalent and harder to identify. In this show we discuss what a bubble is and is not and why they are important to understand for our financial future. Here is t…
 
How do you report a backdoor Roth IRA conversion over two tax years, and is there a point at which the backdoor Roth doesn’t make sense? Plus, more strategizing for your Coronavirus related distribution, stimulus (and possible future stimulus) tax planning, and your self-employed, small business retirement plans. And finally, listener comments. Fil…
 
In this episode Jake and Kirk investigate (or try to wrap their heads around) the executive order to defer payroll taxes. Defer till when you say? Well you’ll have to listen to the show! (ok we don’t know either). What is this order supposed to accomplish? What is it really all about? What’s President Trump’s agenda? Check out this episode to find …
 
The YMYW Retirement Plan Spitball Analysis was so popular that it’s time for part 2! Where do Roth IRA conversions, primary residences, and rental real estate investment properties fit in your retirement plan? How much Social Security is taxed, and will taking your pension lump sum before Social Security impact your taxes? Fill out the podcast surv…
 
In this episode Jake and Kirk discuss the Robinhood app, a new global phenomenon where millions of people can trade in individual stocks with just a few dollars. Jake discusses how to think about using this app in your financial portfolio, and whether or not it is healthy to use it as an important investment tool. *“Tax preparation, planning, IRS r…
 
Tax planning for Roth IRA conversions with itemized deductions, dividends, and long term capital gains, a Roth conversion vs. investing a 401(k) distribution in your Roth, separating pre-tax and post-tax money for a rollover, and gong baths. Plus, is a 3 year fixed annuity a safe place to earn more than 20 basis points? What should you do if you’re…
 
Jake and Kirk discuss FAANMG (Facebook, Apple, Amazon, Netflix, Microsoft, Google) and ask the question: Is the rise of these enormous corporation a sign of a dystopia? We discuss what a dystopia is and some of our favorite dystopian novels. They also come to a very insightful idea about how reading dystopias can help you plan for your financial fu…
 
Investing strategies for dividend-paying stocks and how the pro-rata rule for Roth conversions work with dividends. Plus, Wealthfront, M1, Paul Merriman? Should young investors use a robo-advisor or pay for financial advice? Also, thoughts on a Vanguard retirement portfolio and ideas for self-employed small business owners to save money in retireme…
 
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