
Maggi Tax and Financial Show
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261 episodes listed below
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In their own words
Robert and Chris Maggi of Maggi Tax Advisory and Financial Group have over 30 years of combined experience in tax savings, income planning and investment opportunities. They share strategies designed to protect your nest egg from Uncle Sam.
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Episodes
- 1
Episode 20260328 - Rothology and Social Security Maxing
This episode focuses on Rothology strategies and Social Security maximization to help listeners protect their retirement savings from taxes.
·39m - 2
Episode 20250510 - RMDs and Bucket Planning
This episode focuses on educating listeners about Required Minimum Distributions (RMDs) and bucket planning strategies to protect retirement savings from taxes.
·39m - 3
Episode 20250920 - Debt to IRS and Financial Puzzle
This episode discusses how to protect retirement savings from IRS taxes using message frames as a tax planning strategy.
·39m - 4
Episode 20260307 - Investment Planning Tax Planning and Protecting Your Assets
This episode provides guidance on investment planning, tax strategies, and asset protection to help listeners secure their retirement finances.
·38m - 5
Episode 20260103 - Investment Debt and Roth Conversions
This episode discusses strategies for managing investment debt and Roth conversions to protect retirement savings from taxes.
·39m - 6
Episode 20251011 - Financial Plan and IRA Debt
Robert and Chris Maggie discuss creating comprehensive financial plans with partners, covering retirement, tax strategies, and various planning aspects like estate and social security.
·39m - 7
Episode 20250906 - Income Investment and Estate Planning
This episode of the Maggie Tax and Financial Hour focuses on tax and financial strategies to protect retirement savings from IRS taxation and build a financial legacy.
·39m - 8
Episode 20251129 - Estate Planning and Roth Conversions
Robert and Chris Maggie discuss estate planning and Roth conversions as part of their comprehensive tax and financial strategy to protect retirement savings from taxes.
·39m - 9
Episode 20251122 - Could Taxes Derail Your Retirement
Robert and Chris Maggie discuss tax planning strategies to protect retirement savings from IRS taxes, emphasizing their holistic financial advisory approach.
·39m - 10
Episode 20250802 - Income Plan and Tax Plan
Robert and Chris Maggie introduce their financial advice show, covering comprehensive retirement and tax planning strategies to protect savings from taxes.
·39m - 11
Episode 20260207 - Putting It All Together
This episode focuses on strategies to protect retirement savings from taxes, including converting IRAs and 401ks to tax-free accounts.
·38m - 12
Episode 20251018 - Could Taxes Derail Your Retirement
This episode discusses how unexpected taxes can threaten retirement savings and offers strategies to protect your nest egg from the IRS.
·39m - 13
Episode 20250705 - Social Security and Retirement Roadblocks
This episode discusses the importance of choosing the right financial advisor for retirement planning to avoid IRS taxes and protect your savings.
·39m - 14
Episode 20250628 - Confidence Clarity and Control
Robert and Chris Maggie discuss tax planning strategies and retirement advice to help listeners protect their savings from IRS taxes and achieve financial security.
·40m - 15
Episode 20250614 - Tax Risk and Legislative Risk
Robert and Chris Maggie discuss tax and legislative risks affecting retirement savings, focusing on strategies to protect IRAs and 401ks from future tax liabilities.
·39m - 16
Episode 20250531 - Could Taxes Derail Your Retirement
Robert and Chris Maggie discuss tax planning strategies to protect retirement savings from IRS taxes, addressing common confusion and questions from listeners.
·39m - 17
Episode 20260201 - Investment Income and Estate Planning
Robert and Chris Maggie discuss comprehensive financial planning strategies including tax, investment, and estate planning to protect retirement savings and build legacies.
·39m - 18
Episode 20260221 - Rothology and Complete Planning
This episode introduces Rothology, the art and science of properly executing Roth conversions to optimize tax savings and retirement planning.
·39m - 19
Episode 20250517 - Budgeting For A Married Couple
Robert and Chris Maggie discuss tax planning strategies for retirement and financial security, emphasizing the importance of income, investment, and estate planning.
·39m - 20
Episode 20260117 - Bucket Planning and 5 Retirement Risks
This episode introduces bucket planning as a key strategy for protecting retirement savings from taxes and discusses various financial planning services offered by the hosts.
·39m - 21
Episode 20251206 - Investment Income and Estate Planning
This episode introduces the Maggie Tax and Financial Show, where hosts Robert and Chris Maggie discuss comprehensive financial planning strategies including tax savings, investment income, and estate planning to protect retirement savings.
·39m - 22
Episode 20251101 - Personal Misunderstandings and Hidden Tax
This episode discusses five common personal finance misunderstandings, starting with the misconception that no investment account type is inherently safer or riskier, to help listeners protect their retirement savings from taxes.
·38m - 23
Episode 20251004 - IRA and Roth Conversions
This episode discusses Roth IRA conversions, highlighting common mistakes and the importance of understanding tax implications for retirement planning.
·39m - 24
Episode 20260321 - Protecting Your Retirement From Rising Taxes
This episode discusses strategies to protect retirement savings from rising taxes, featuring advice from tax and wealth advisors Robert and Chris Maggie.
·39m - 25
Episode 20250726 - IRA Conversions and Retirement Risks
This episode discusses Roth IRA conversions, highlighting common mistakes and the importance of understanding tax implications for retirement planning.
·39m - 26
Episode 20251108 - IRA and Roth Conversions
Robert and Chris Maggie discuss Roth conversions, emphasizing the importance of proper tax planning to avoid mistakes and understand the tax implications for retirement savings.
·38m - 27
Episode 20251025 - Financial Literacy and Retirement Planning
This episode focuses on educating listeners about financial literacy and retirement planning strategies to protect savings from taxes, featuring hosts Robert and Chris Maggie sharing their expertise.
·39m - 28
Episode 20260110 - Tax Risk and Holistic Planning
Robert and Chris Maggie discuss tax risks in retirement planning, emphasizing the importance of understanding tax liabilities from IRAs and 401ks and creating tax-free alternatives.
·39m - 29
Episode 20251227 - Income Investment and Estate Planning
This episode introduces the Maggie Tax and Financial Show, where hosts Robert and Chris Maggie share expert advice on tax planning, income investment, and estate planning to help listeners protect their retirement savings from taxes.
·39m - 30
Episode 20250816 - Income Investment and Estate Planning
This episode of the Maggie Tax and Financial Hour provides expert advice on tax planning, investment strategies, and estate planning to help listeners protect their retirement savings from IRS taxation and build a financial legacy.
·39m - 31
Episode 20260228 - Enough To Retire While Navigating Market Volatility and Taxes
Robert and Chris Maggie discuss essential tax and financial planning strategies to protect retirement savings from taxes and market volatility.
·39m - 32
Episode 20251213 - Trump Cuts and Tax Efficient Planning
This episode discusses the new Trump tax bill and its implications for retirement savings, focusing on tax-efficient strategies for IRAs and 401ks.
·39m - 33
Episode 20250823 - Debt to the IRS
Robert and Chris Maggie discuss tax planning strategies to protect retirement savings from IRS taxes and address common fears about asking for financial help.
·39m - 34
Episode 20251220 - IRA Conversions Action Plan
Robert and Chris Maggie discuss Roth IRA conversions, emphasizing the importance of proper tax planning to avoid costly mistakes and working with knowledgeable advisors.
·39m - 35
Episode 20260314 - Tax Planning and Questions Retirees Fear To Ask
This episode of the Maggie Tax and Financial Show focuses on addressing common tax planning questions and fears that retirees have about protecting their retirement savings from excessive taxation.
·38m - 36
Episode 20250719 - Retirement Planning and Bucket Planning
Robert and Chris Maggie introduce their financial advice show focused on tax and retirement planning strategies to protect savings from taxes.
·39m - 37
Episode 20260124 - IRA Debt and Action Plan
Robert and Chris Maggie discuss tax risks and planning strategies for retirement savings in IRAs and 401ks, emphasizing the importance of protecting assets from taxes.
·39m - 38
Episode 20251115 - Bucket Planning and Holistic Planning
This episode introduces bucket planning as a key strategy for protecting retirement savings from taxes, presented by financial advisors Robert and Chris Maggie.
·39m - 39
Episode 20260214 - Income and Wealth Planning For Retirement
Robert and Chris Maggie discuss the four pillars of successful retirement planning, focusing on income planning, wealth coordination, and tax strategies to protect savings from the IRS.
·39m - 40
Episode 20250927 - Rolling Over Your IRA
This episode discusses the importance of rolling over retirement funds to an IRA and offers tax planning strategies to protect retirement savings, while promoting educational seminars on estate, tax, and social security planning.
·39m - 41
Episode 20250913 - IRA and Roth Conversions Plus Retirement Risks
This episode discusses Roth conversions and retirement tax planning strategies to help protect savings from IRS taxes.
·39m - 42
Episode 20250712 - Rolling Over Your 401(k) and Hidden Tax
Robert and Chris Maggie discuss the importance of rolling over retirement funds to an IRA and offer tax planning strategies to protect savings from taxes.
·39m - 43
Episode 20250607 - Retirement Taxes Social Security And Roth IRA
Robert and Chris Maggie discuss retirement tax strategies, including Social Security and Roth IRAs, and offer resources like a retirement calculator and seminars to help listeners protect their savings from taxes.
·39m - 44
Episode 20250524 - What if You Knew and Asset Classes
Robert and Chris Maggie discuss comprehensive financial planning strategies to protect retirement savings from taxes and create secure financial futures.
·39m - 45
Episode 20250830 - Trump Cuts And Tax Efficient Planning
This episode discusses tax-efficient retirement planning strategies, focusing on the new tax bill and how to protect retirement savings from taxes when withdrawing from IRAs and 401ks.
·39m - 46
Episode 20250809 - Trump Cuts and Tax Efficient Planning
This episode discusses tax-efficient retirement planning strategies, focusing on the new tax bill and how to protect IRA and 401k savings from taxes.
·39m - 47
Episode 20250621 - Inflation and Financial Risks
Robert and Chris Maggie discuss tax planning strategies to protect retirement savings from taxes, inflation, and health care costs.
·39m - 48
Episode 20250419 - RMD and Social Security Taxation
Robert and Chris Maggi introduce their show focused on retirement and tax planning, discussing strategies to protect savings from IRS taxation, including topics like RMD, Social Security, and Roth conversions, with an emphasis on education and risk management.
·39m·3 clips - 49
Episode 20250426 - Tax Drag and Investment Debt
Robert and Chris Maggi discuss tax drag and its impact on retirement savings, offering educational advice on tax planning and income strategies to protect investments from the IRS.
·39m·3 clips - 50
Episode 20250502 - Long Term Care and Tax Efficient Planning
Robert and Chris Maggi discuss strategies to protect retirement savings from IRS taxation, covering tax efficiency, investment planning, and long-term care.
·39m·3 clips - 51
Episode 20260418 - Accumulation Allocation and Bucket Planning
The episode begins with a cannabis ad, then transitions to a financial show about protecting retirement savings from taxes.
Apr 15, 2026·39m - 52
Episode 20260411 - RMDs
Robert and Chris Maggi discuss required minimum distributions (RMDs) and tax strategies to protect retirement savings from the IRS.
Apr 8, 2026·39m - 53
Episode 20260404 - 401k Mistakes
The episode begins with advertisements for tires, hop water, and a pain relief patch before presumably transitioning into tax and financial advice.
Mar 31, 2026·39m - 54
Episode 20250412 - Roth Conversions and Tax Efficient Planning
A financial advisory podcast discussing tax-saving strategies and income planning for retirement, with a sponsor ad for a cannabis delivery service.
Apr 9, 2025·39m - 55
Episode 20250405 - Retirement Strategies and the Maggi Plan
Robert and Chris Maggi discuss tax-saving strategies and income planning for retirement, with sponsor messages for sleep and wellness products.
Apr 3, 2025·39m - 56
Episode 20250329 - Roth IRA Conversions and Investment Debt
Mar 27, 2025·39m - 57
Episode 20250322 - Could Taxes Derail Your Retirement
Mar 20, 2025·39m - 58
Episode 20250315 - Roth Conversion and Getting Out of Investment Debt
Mar 13, 2025·39m - 59
Episode 20250308 - Tax Risk Social Security and Fiscal Outlook
Mar 5, 2025·39m - 60
Episode 20250301 - IRA Debt Asset Classes and Funding a Roth
Feb 26, 2025·39m - 61
Episode 20250222 - Estate Plans Tax Free Buckets and Conversions
Feb 19, 2025·39m - 62
Episode 20250215 - Inflation and Financial Literacy
Feb 13, 2025·39m - 63
Episode 20250208 - Tax Diversification
Feb 7, 2025·39m - 64
Episode 20250201 -- Safety Confidence Clarity Control
Jan 30, 2025·39m - 65
Episode 20250125 - Financial Misunderstandings and Social Security Questions
Jan 23, 2025·39m - 66
Episode 20250118 - 4 Social Security Questions and 5 Misunderstandings
Jan 15, 2025·39m - 67
Episode 20250111 - Roth IRA Conversions
Jan 8, 2025·39m - 68
Episode 20250104 - Tax Plans and Investment Debt
Jan 2, 2025·39m - 69
Episode 20241228 - Make an Estate Plan
Dec 26, 2024·39m - 70
Episode 20241221 - Taxes and Retirement Roadblocks
Dec 17, 2024·39m - 71
Episode 20241214 - Gorilla in the Room and 5 Retirement Obstacles
Dec 12, 2024·39m - 72
Episode 20241207 - Roth Conversions and Client Safety
Dec 6, 2024·39m - 73
Episode 20241130 - Missed RMD and Plans for Income Taxes
Nov 27, 2024·39m - 74
Episode 20241123 - Investment Debt and Safety of Money
Nov 22, 2024·39m - 75
Episode 20241116 - Fiscal Outlook and Tax Plan
Nov 14, 2024·39m - 76
Episode 20241109 - Investment Debt and IRA Conversions
Nov 7, 2024·39m - 77
Episode 20241102 - Tax Risk vs Legislative Risk
Robert and Chris Maggi discuss tax planning strategies to protect retirement savings from taxes.
Oct 31, 2024·39m - 78
Episode 20241026 - Retirement Tax Calculator
Oct 24, 2024·39m - 79
Episode 20241019 - 5 Misunderstandings and 5 Ways Taxes Rise in Retirement
Oct 16, 2024·39m - 80
Episode 20241012 - Inflation Tax and Retirement Planning
Oct 11, 2024·39m - 81
Episode 20241005 - Roth Conversions and Income Plans
Oct 4, 2024·39m - 82
Episode 20240928 - Phases of Retirement
Sep 25, 2024·40m - 83
Episode 20240921 - Enhanced Planning-Hidden Tax-IRA Debt
Sep 18, 2024·39m - 84
Episode 20240914 - Could Taxes Derail Your Retirement
Sep 13, 2024·39m - 85
Episode 20240907 - What's the Solution to Retirement Roadblocks
Sep 3, 2024·39m - 86
Episode 20240831 - IRA Conversions and Playchecks
Aug 29, 2024·39m - 87
Episode 20240824 - Legislative Risks and Hidden Taxes
Aug 22, 2024·39m - 88
Episode 20240817 - IRA Conversions and Client Safety
Aug 15, 2024·39m - 89
Episode 20240810 - Magic Ball on Taxes
Aug 8, 2024·39m - 90
Episode 20240803 - Enhanced Financial Planning
Aug 2, 2024·39m - 91
Episode 20240727- Personal Finance Mistakes and the Financial Puzzle
Jul 23, 2024·39m - 92
Episode 20240720 - Risk Management and Financial Planning Questions
Jul 18, 2024·39m - 93
Episode 20240713 - Financial Risks
Jul 11, 2024·39m - 94
Episode 20240706 - 401k Rollovers and Maximizing Social Security
Jul 3, 2024·39m - 95
Episode 20240629 - Retirement Taxes Bucket Planning and Legislative Risk
Jun 27, 2024·39m - 96
Episode 20240622 - The Election and Five Risks in Retirement
Jun 20, 2024·39m - 97
Episode 20240615 - Estate Planning Social Security and Roth IRA
Jun 12, 2024·39m - 98
Episode 20240608 - IRA Debt Tax and Legislative Risk
Jun 6, 2024·39m - 99
Episode 20240601 - Get Out of Investment Debt
May 29, 2024·39m - 100
Episode 20240525 - Financial Puzzle Tax Drag and IRA Debt
May 21, 2024·39m - 101
Episode 20240518 - Missing Pieces Retirement Risks and Tax Bills
May 14, 2024·39m - 102
Episode 20240511 - Fiscal Outlook
May 7, 2024·39m - 103
Episode 20240504 - Tax Risk Playchecks and Bucket Planning
May 2, 2024·39m - 104
Episode 20240427 - 5 Personal FInancial Mistakes and the Financial Puzzle
Apr 24, 2024·39m - 105
Episode 20240420 - Retirement Taxes Social Security and Income
Apr 18, 2024·39m - 106
Episode 20240413 - Enhanced Planning With Confidence and Control
Robert and Chris Maggi discuss tax planning strategies and retirement investment opportunities to protect savings from taxes.
Apr 10, 2024·39m - 107
Episode 20240406 - Debt to IRS
Apr 3, 2024·39m - 108
Episode 20240330 - Strategic Investment Planning and Roth IRA vs Roth 401(k)
Robert and Chris Maggi discuss tax and financial planning strategies to protect retirement savings from taxes.
Mar 28, 2024·39m - 109
Episode 20240323 - Tax Risk and Legislative Risk
Robert and Chris Maggi discuss tax planning strategies to protect retirement savings from high taxes.
Mar 20, 2024·39m - 110
Episode 20240316 - 401(k) Rollover Social Security Questions and Roth IRA Reasons
Robert and Chris Maggi discuss strategies for rolling over retirement funds to an IRA and protecting savings from taxes.
Mar 13, 2024·39m - 111
Episode 20240309 - Retirement Taxes
Mar 6, 2024·39m - 112
Episode 20240302 - Planning For Legislative Risk and Tax Risk
Feb 29, 2024·39m - 113
Episode 20240224 - Estate Planning Budgeting and a Financial Puzzle
Feb 22, 2024·39m - 114
Episode 20240217- IRA Debt Playchecks and Bucket Planning
Feb 16, 2024·39m - 115
Episode 20240210 - Income Plan Financial Mistakes and Ways Taxes Rise in Retirement
Feb 8, 2024·39m - 116
Episode 20240203 - Enhanced Planning and Are You the Tax Collector
Feb 2, 2024·39m - 117
Episode 20240127 - Estate Planning Hidden Taxes and Taking Action
Jan 26, 2024·39m - 118
Episode 20240120 - Bucket Planning Retirement and Taxes
Jan 17, 2024·39m - 119
Episode 20240113 - Tax Season and Hidden Taxes
Jan 12, 2024·39m - 120
Episode 20240106 - IRA Debt and Medicare
Jan 5, 2024·39m - 121
Episode 20231230 - Inflation Taxes Value
Dec 29, 2023·39m - 122
Episode 20231223 - Tax Drag and Bucket Planning
Dec 21, 2023·39m - 123
Episode 20231216 - Valuable Lessons Tax Train and Retirement Options
Dec 13, 2023·39m - 124
Episode 20231209 - Santa and the Grinch Plus RMD and Strategies
Dec 9, 2023·39m - 125
Episode 20231209 - Santa and the Grinch Plus RMD and Strategies
Dec 9, 2023·39m - 126
Episode 20231202 - Tax Drag and IRA Debt
Dec 1, 2023·39m - 127
Episode 20231125 - Action Plan and Roth IRAs
Nov 22, 2023·39m - 128
Episode 20231118 - Debt on IRA
Nov 16, 2023·39m - 129
Episode 20231111 - Hidden Tax
Nov 10, 2023·39m - 130
Episode 20231104 - Retirement Strategies
Nov 3, 2023·39m - 131
Episode 20231028 - Ask for Help
Oct 26, 2023·39m - 132
Episode 20231021 - Estate Planning and Tax Planning
Oct 18, 2023·39m - 133
Episode 20231014 - Income Plan Action Plan Bucket Plan
Oct 12, 2023·39m - 134
Episode 20231007 - Rolling Over 401(k) and Personal Financial Mistakes
Oct 4, 2023·39m - 135
Episode 20230930 - Retirement Strategies and Financial Puzzles
Sep 26, 2023·39m - 136
Episode 20230923 - Estate Plans and Married Couples
Sep 20, 2023·39m - 137
Episode 20230916 - Retirement Tax Calculator
Sep 13, 2023·39m - 138
Episode 20230909 - Rollovers and Having an Action Plan
Sep 7, 2023·39m - 139
Episode 20230902 - Avoiding Personal Financial Mistakes
Aug 31, 2023·39m - 140
Episode 20230826 - Missing Pieces of Retirement
Aug 25, 2023·39m - 141
Episode 20230819 - Questions About Tax Deferred Plans
Aug 15, 2023·40m - 142
Episode 20230812 - Personal Finance Mistakes and Reducing Taxes
Aug 10, 2023·39m - 143
Episode 20230805 - Financial Plan
Aug 3, 2023·39m - 144
Episode 20230729 - Roth IRA Retirement Income and Bucket Planning
Jul 27, 2023·39m - 145
Episode 20230722 - Enhanced Planning Taxes and Social Security
Jul 20, 2023·39m - 146
Episode 20230715 - Rollovers Social Security and Taxes
Jul 13, 2023·39m - 147
Episode 20230708 - Estate Planning and Bucket Planning
Jul 7, 2023·39m - 148
Episode 20230701 - Gorilla in the Room and Line of Fire
Jun 29, 2023·39m - 149
Episode 20230624 - Where is it Written
Jun 23, 2023·39m - 150
Episode 20230617 - Retirement Tax and Playchecks
Jun 16, 2023·39m - 151
Episode 20230610 - Design a Plan
Jun 8, 2023·39m - 152
Episode 20230603 - Bucket Planning Explained
Jun 1, 2023·39m - 153
Episode 20230527 - Estate and Social Security Planning
May 27, 2023·39m - 154
Episode 20230520 - Debt Ceiling
May 18, 2023·39m - 155
Episode 20230513 - Retirement Action Plan for Taxes and Inflation
May 11, 2023·39m - 156
Episode 20230506 - Retirement and Social Security Taxes
May 5, 2023·39m - 157
Episode 20230429 - Roth IRAs 401ks and Conversions
Apr 28, 2023·39m - 158
Episode 20230422 - Inflation Value Reassurance Comfort
Apr 21, 2023·39m - 159
Episode 20230415 - Bucket Planning Taxes and Risks
Apr 13, 2023·39m - 160
Episode 20230408 - Design a Plan
Apr 7, 2023·39m - 161
Episode 20230401 - Income Plan
Mar 30, 2023·39m - 162
Episode 20230325 - Don't Be An Ostrich With Taxes
Mar 24, 2023·39m - 163
Episode 20230318 - Internet Scams and Secure Act
Mar 17, 2023·39m - 164
Episode 20230311 - Tax Season
Mar 10, 2023·39m - 165
Episode 20230304 - Tax Diversification and Financial Risks
Mar 2, 2023·39m - 166
Episode 20230225 - Risk Management and Investment Planning
Feb 23, 2023·39m - 167
Episode 20230218 - Action Plan for the Phases of Retirement
Feb 16, 2023·40m - 168
Episode 20230211 - Secure Act 2 point 0
Feb 10, 2023·39m - 169
Episode 20230204 - Translation of Retirement and Whats Your Solution
Feb 3, 2023·39m - 170
Episode 20230128 - Inflation and Phases of Retirement
Jan 26, 2023·39m - 171
Episode 20230121 - Tax Season and Financial Risks
Jan 20, 2023·39m - 172
Episode 20230114 - Income Plan and Where is it Written
Jan 12, 2023·39m - 173
Episode 20230107 - Retirement Tax Calculator
Jan 6, 2023·39m - 174
Episode 20221231 - Inflation and Bucket Planning
Dec 29, 2022·39m - 175
Episode 20221224 - Retirement Obstacles or the Gorilla in the Room
Dec 22, 2022·39m - 176
Episode 20221217 - Recession Retirement Risk and Rising Taxes
Dec 16, 2022·39m - 177
Episode 20221210 - Could Taxes Derail Your Retirement and Planning Options
Dec 9, 2022·39m - 178
Episode 20221203 - 5 Retirement Obstacles and Organizing Your Thinking
Dec 1, 2022·39m - 179
Episode 20221126 - Who Are You Working With
Nov 23, 2022·39m - 180
Episode 20221119 - RMD Financial Ed and Retirement Roadblocks
Nov 17, 2022·39m - 181
Episode 20221112 - TaxDiversification and Financial Literacy
Nov 11, 2022·39m - 182
Episode 20221105 - Retirement Risks and a New Holistic Approach
Nov 3, 2022·39m - 183
Episode 20221029 - Could Taxes Derail Your Retirement
Oct 28, 2022·39m - 184
Episode 20221022 -Government and Your Money and Roth IRAs
Oct 21, 2022·39m - 185
Episode 20221015 - Inflation Risks
Oct 13, 2022·39m - 186
Episode 20221008 - Recession Rising Taxes and Risk Tolerance
Oct 5, 2022·39m - 187
Episode 20221001 - Financial Literacy and Risk and Could Taxes Delay Retirement
Sep 27, 2022·39m - 188
Episode 20220924 - Long Term Care and Social Security
Sep 23, 2022·39m - 189
Episode 20220917 - Could Taxes Derail Your Retirement
Sep 14, 2022·39m - 190
Episode 20220910 - Estate Planning and the Gorilla in the Room
Sep 8, 2022·39m - 191
Episode 20220903 - Translating Retirement Risks
Sep 1, 2022·39m - 192
Episode 20220827 - Taxes Could Be Higher in Retirement
Aug 26, 2022·39m - 193
Episode 20220820 - Bucket Planning Options Infected Noninfected and Get a Plan
Aug 17, 2022·39m - 194
Episode 20220813 - The Client Who Came In and A Large Tax Bill
Aug 17, 2022·39m - 195
Episode 20220806 - Estate Planning and 3 Phases of Retirement
Aug 5, 2022·39m - 196
Episode 20220730 - Retirement Tax Calculator
Jul 29, 2022·39m - 197
Episode 20220723 - Financial Literacy and Standard Deductions
Jul 22, 2022·39m - 198
Episode 20220716 - Estate Planning and Developing a Plan
Jul 15, 2022·39m - 199
Episode 20220709 - Retirement Planning
Jul 8, 2022·40m - 200
Episode 20220702 - Bucket Planning
Jul 1, 2022·39m - 201
Episode 20220625 - Tax Efficient Planning and Financial Risks
Jun 24, 2022·39m - 202
Episode 20220618 - Trillion Dollar Tax Bill Get a Plan
Jun 16, 2022·39m - 203
Episode 20220611 - Economy Tax Diversification Estate Planning
Jun 10, 2022·39m - 204
Episode 20220604 - Valuable Lessons and Bucket Planning
Jun 3, 2022·39m - 205
Episode 20220528 - Retirement Standard Deductions and Your Solution
May 27, 2022·39m - 206
Episode 20220521 - Holistic Bucket Planning and Financial Risks
May 19, 2022·39m - 207
Episode 20220514 - Lessons Life Insurance Estate Planning
May 14, 2022·39m - 208
Episode 20220507 - Holistic Bucket Planning
May 6, 2022·39m - 209
Episode 20220430 - Valuable Lessons
Apr 29, 2022·39m - 210
Episode 20220423 - Tax Diversification Insurance and Estate Planning
Apr 22, 2022·39m - 211
Episode 20220416 - Bucket Planning and Managing Risk
Apr 15, 2022·39m - 212
Episode 20220409 - Tax Season
Apr 8, 2022·39m - 213
Episode 20220402 -Have a Plan
Apr 1, 2022·39m - 214
Episode 20220326 - Life Insurance and Estate Planning
Mar 25, 2022·39m - 215
Episode 20220319 - Tax Diversification and Retirement Plan Options
Mar 18, 2022·39m - 216
Episode 20220312 - Spring Forward on Taxes and Retirement
Mar 11, 2022·39m - 217
Episode 20220305 - Tax Efficient Planning
Mar 4, 2022·39m - 218
Episode 20220226 - Taxes Before and After Tax Season
Feb 25, 2022·39m - 219
Episode 20220220 - Tax Season and More
Feb 18, 2022·39m - 220
Episode 20220212 - Holistic Retirement
Feb 11, 2022·39m - 221
Episode 20220205 - Who We Are and What We Do
Feb 4, 2022·39m - 222
Episode 20220129 When to Rollover and Other Issues
Jan 28, 2022·39m - 223
Episode 20220122 Tax Seasoning
Jan 21, 2022·39m - 224
Episode 20220116 - Get A Plan
Jan 15, 2022·39m - 225
Episode 20220115 - Planning
Jan 15, 2022·39m - 226
Episode 20220108 - Tax Season
Jan 6, 2022·39m - 227
Episode 20220101 - Contributions Deductions Spending Bill
Jan 1, 2022·39m - 228
Episode 20211225 - Economy and Todays Retirement
Dec 25, 2021·39m - 229
Episode 20211218 - Holistic-Economy-Retirement-Get a Plan
Dec 17, 2021·39m - 230
Episode 20211211 - Contribution Limits Deductions Spending Bill
Dec 11, 2021·39m - 231
Episode 20211204 - Tax Risk
Dec 4, 2021·39m - 232
Episode 20211205 - Involve Me and I Learn
Dec 4, 2021·39m - 233
Episode 20211128 - Tell Me Teach Me Involve Me
Nov 27, 2021·40m - 234
Episode 20211121 - The Financial Ballgame
Nov 20, 2021·39m - 235
Episode 20211114 - A Holistic Approach to Your Money
Nov 13, 2021·39m - 236
Episode 20211107 - How the Spending Plan in DC May Affect You
Nov 6, 2021·40m - 237
Episode 20211106
Nov 5, 2021·39m - 238
Episode 20211031 - The Maggi Plan
Oct 30, 2021·39m - 239
Episode 20211030 Choosing an Advisor and Risk Tolerance
Oct 28, 2021·39m - 240
Episode 20211023 - Today's Retirement and Finding a Financial Advisor
Oct 23, 2021·39m - 241
Episode 20211024 - Pay Tax Now Not Later
Oct 23, 2021·40m - 242
Episode 20211017 - You Can't Mask Your Retirement
Oct 16, 2021·40m - 243
Episode 20211016 - Webinars on Taxes and More
Oct 15, 2021·40m - 244
Episode 20211010 - Exposure to Risk
Oct 9, 2021·41m - 245
Episode 20211009 - Health Life Income and Taxes
Oct 8, 2021·41m - 246
Episode 20211002 - The Race - Your Money or Your Life
Oct 1, 2021·41m - 247
Episode 20210925 When to Plan for Retirement
Sep 24, 2021·41m - 248
Episode 20210918 - Common Myths and Taxes
Sep 17, 2021·41m - 249
Episode 20210911 - When to Start Planning for Retirement
Sep 10, 2021·41m - 250
Episode 20210904 - How Not to Outlive Your Income
Sep 4, 2021·41m - 251
Episode 20210828 - Retirement Isn't So Simple Anyrmore
Aug 28, 2021·40m - 252
Episode 20210821 - Red and Green Money
Aug 20, 2021·40m - 253
Episode 20210814 - Outliving Income - Will Your Income Be Enough
Aug 13, 2021·40m - 254
Episode 20210807 - Taxes Going in or Going Out
Aug 6, 2021·41m - 255
Episode 20210731 - Outliving Income and Questions to Ask About Your Retirement
Jul 30, 2021·40m - 256
Episode 20210724 Buckets or Not Going Broke Slowly
Jul 23, 2021·40m - 257
Episode 20210717 Paychecks and Playchecks
Jul 16, 2021·40m - 258
Maggi BONUS Episode 20210522 - Going Broke Slowly
Jul 14, 2021·44m - 259
Maggi BONUS Episode 20210515 Getting Empowered
Jul 13, 2021·45m - 260
Maggi BONUS episode 20210508 401kEducation
Jul 12, 2021·45m - 261
Episode 20210710 - Your Money or Your Life
Jul 10, 2021·40m