There are tools that you want to put in place in your 20s so that you are prepared for your 50s and 60s. Planning you can do ahead of time allows to have more runway to plan properly.

6 Strategies for Diversifying Your Portfolio

Dec 10th, 2019 53m 28s

10 Year End Finance and Tax Tips

Nov 1st, 2019 54m 41s

Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year.

6 Things To Do When Approaching Retirement

Oct 28th, 2019 54m 24s

Debbie talks all things retirement. Retirement is something that we all start looking forward to mid way through life. However, many begin to feel unfulfilled shortly into their retired life. Learn what to expect and how to prepare better in to

8 Legitimate Tax Loopholes You May Be Missing

Oct 18th, 2019 48m 6s

Today, we talk about taxes and retirement accounts and the relationship between the two. How do taxes affect different retirement accounts like a 401(k) vs a Roth 401(k) and a Traditional IRA vs. a Roth IRA? Listen now to learn more!For a compr

6 Ways to Make College More Affordable

Oct 15th, 2019 54m 25s

Today we have with us guest Paula Bishop. She is a CPA and Financial Aid for College Advisor. Her expertise is working with families to develop strategies on how to pay for college, and to find the best college for their student at the lowest c

Preparing for the 2020 Medicare Annual Election Period

Sep 27th, 2019 54m 28s

With guest Danielle Roberts. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their

Using an IRA to Build Wealth

Sep 26th, 2019 54m 21s

Today we get into all things IRA:What is an IRA? What are the types?How does it affect people in different tax brackets?What are RMDs?Are there additional taxes I need to worry about?What is so good about the Stretch IRA?And much more!

Guest Appearance - Peter Cedeno - Matrimonial Attorney in NY & NJ

Sep 20th, 2019 54m 4s

On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those invo

Last Stage of Retirement

Sep 18th, 2019 54m 20s

Not sure what to do at late stage retirement? Debbie goes through the implications of your investments pre and post-death. There are important tax laws to consider when planning for the future and next generation.Some important topics include:-

The TCJA & SECURE Act

Sep 18th, 2019 54m 4s

For most people the tax change did not have much effect. Now with a limited standard deduction, clumping together your expenses for each year will help you reach your standard deduction from charitable contributions to medical expenses.

4 Stages of Retirement and Paying Less Taxes - Part 2

Sep 17th, 2019 53m 52s

Many people start planning for retirement too late. Planning for retirement no matter how young is important an nothing but beneficial. You need a plan that takes into account future taxes and distributions. Your distribution amounts will vary

8 Things About Estate Planning

Sep 17th, 2019 53m 15s

Estate planning is much more than you think. Making sure your documents are up to date is crucial. Things to consider:Beneficiary DesignationThe WillWhat is part of an estate plan?Taxes?

5 Pieces of the SECURE Act

Aug 21st, 2019 54m 4s

In this episode, Debbie talks about 5 Pieces of the SECURE Act you should be aware of and how they could affect your retirement plan.RMD age will be raisedStudent loan repayment reliefNew savings opportunities for new parentsAbolition of "stret

The Final Stage of Retirement

Aug 21st, 2019 54m 20s

In this episode, we discuss how to plan in an efficient way when it comes to retirement accounts. This includes:Understanding what an IRA isThe various taxation that pertains to different retirement accountsPotential things to be aware of when

4 Stages of Retirement and Paying Less Taxes

Aug 21st, 2019 53m 52s

In this episode of "Wealth Matters', Debbie discusses tax traps that have caught many people off guard over the years, leading to needless taxation of people’s income and benefits. She also talks about looking into the future and tips for tax p

Preserving Your Legacy and Avoiding Estate Blunders

Aug 21st, 2019 53m 15s

People are led to believe that Estate Planning is only for those with loads of wealth. However, the reality is that every family should have a comprehensive Estate Plan of their own. Hear how to preserve your legacy, and avoid estate blunders w

4 Mistakes People Make with Their First Million

Jul 25th, 2019 55m 2s

Making a million isn’t easy. In fact, the argument can be made that the accumulation phase (working years) are the “easy” years in comparison to the distribution phase (retirement). Luckily for our listeners, Debbie makes that argument in this

Money, Millennials, and What They Should Do

Jul 22nd, 2019 54m 28s

A goal we have as young, oblivious kids is to become a millionaire, and only a little over 10 million people in the country are. Luckily, accumulating $1 million dollars over the course of your lifetime may not be as hard as you think.In this e

8 Blunders to Avoid in Retirement

Jul 19th, 2019 54m 12s

We, as humans, tend to think that once you get to retirement it’s over and done with. But getting to retirement and building your nest egg is the easy part. The hard part is what you do in retirement to preserve your wealth.In this episode, Deb

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