Maggi Tax and Financial Show

NewsRadio WFLA (WFLA-AM)

261 episodes listed below

Listen to the show on

PRESS PLAY

Find your next episode

All episodes

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.

Talks about

Podcasts like Maggi Tax and Financial Show

Episodes

  1. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 56

    Episode 20250329 - Roth IRA Conversions and Investment Debt

    Mar 27, 2025·39m
  57. 57

    Episode 20250322 - Could Taxes Derail Your Retirement

    Mar 20, 2025·39m
  58. 58

    Episode 20250315 - Roth Conversion and Getting Out of Investment Debt

    Mar 13, 2025·39m
  59. 59

    Episode 20250308 - Tax Risk Social Security and Fiscal Outlook

    Mar 5, 2025·39m
  60. 60

    Episode 20250301 - IRA Debt Asset Classes and Funding a Roth

    Feb 26, 2025·39m
  61. 61

    Episode 20250222 - Estate Plans Tax Free Buckets and Conversions

    Feb 19, 2025·39m
  62. 62

    Episode 20250215 - Inflation and Financial Literacy

    Feb 13, 2025·39m
  63. 63

    Episode 20250208 - Tax Diversification

    Feb 7, 2025·39m
  64. 64

    Episode 20250201 -- Safety Confidence Clarity Control

    Jan 30, 2025·39m
  65. 65

    Episode 20250125 - Financial Misunderstandings and Social Security Questions

    Jan 23, 2025·39m
  66. 66

    Episode 20250118 - 4 Social Security Questions and 5 Misunderstandings

    Jan 15, 2025·39m
  67. 67

    Episode 20250111 - Roth IRA Conversions

    Jan 8, 2025·39m
  68. 68

    Episode 20250104 - Tax Plans and Investment Debt

    Jan 2, 2025·39m
  69. 69

    Episode 20241228 - Make an Estate Plan

    Dec 26, 2024·39m
  70. 70

    Episode 20241221 - Taxes and Retirement Roadblocks

    Dec 17, 2024·39m
  71. 71

    Episode 20241214 - Gorilla in the Room and 5 Retirement Obstacles

    Dec 12, 2024·39m
  72. 72

    Episode 20241207 - Roth Conversions and Client Safety

    Dec 6, 2024·39m
  73. 73

    Episode 20241130 - Missed RMD and Plans for Income Taxes

    Nov 27, 2024·39m
  74. 74

    Episode 20241123 - Investment Debt and Safety of Money

    Nov 22, 2024·39m
  75. 75

    Episode 20241116 - Fiscal Outlook and Tax Plan

    Nov 14, 2024·39m
  76. 76

    Episode 20241109 - Investment Debt and IRA Conversions

    Nov 7, 2024·39m
  77. 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. 78

    Episode 20241026 - Retirement Tax Calculator

    Oct 24, 2024·39m
  79. 79

    Episode 20241019 - 5 Misunderstandings and 5 Ways Taxes Rise in Retirement

    Oct 16, 2024·39m
  80. 80

    Episode 20241012 - Inflation Tax and Retirement Planning

    Oct 11, 2024·39m
  81. 81

    Episode 20241005 - Roth Conversions and Income Plans

    Oct 4, 2024·39m
  82. 82

    Episode 20240928 - Phases of Retirement

    Sep 25, 2024·40m
  83. 83

    Episode 20240921 - Enhanced Planning-Hidden Tax-IRA Debt

    Sep 18, 2024·39m
  84. 84

    Episode 20240914 - Could Taxes Derail Your Retirement

    Sep 13, 2024·39m
  85. 85

    Episode 20240907 - What's the Solution to Retirement Roadblocks

    Sep 3, 2024·39m
  86. 86

    Episode 20240831 - IRA Conversions and Playchecks

    Aug 29, 2024·39m
  87. 87

    Episode 20240824 - Legislative Risks and Hidden Taxes

    Aug 22, 2024·39m
  88. 88

    Episode 20240817 - IRA Conversions and Client Safety

    Aug 15, 2024·39m
  89. 89

    Episode 20240810 - Magic Ball on Taxes

    Aug 8, 2024·39m
  90. 90

    Episode 20240803 - Enhanced Financial Planning

    Aug 2, 2024·39m
  91. 91

    Episode 20240727- Personal Finance Mistakes and the Financial Puzzle

    Jul 23, 2024·39m
  92. 92

    Episode 20240720 - Risk Management and Financial Planning Questions

    Jul 18, 2024·39m
  93. 93

    Episode 20240713 - Financial Risks

    Jul 11, 2024·39m
  94. 94

    Episode 20240706 - 401k Rollovers and Maximizing Social Security

    Jul 3, 2024·39m
  95. 95

    Episode 20240629 - Retirement Taxes Bucket Planning and Legislative Risk

    Jun 27, 2024·39m
  96. 96

    Episode 20240622 - The Election and Five Risks in Retirement

    Jun 20, 2024·39m
  97. 97

    Episode 20240615 - Estate Planning Social Security and Roth IRA

    Jun 12, 2024·39m
  98. 98

    Episode 20240608 - IRA Debt Tax and Legislative Risk

    Jun 6, 2024·39m
  99. 99

    Episode 20240601 - Get Out of Investment Debt

    May 29, 2024·39m
  100. 100

    Episode 20240525 - Financial Puzzle Tax Drag and IRA Debt

    May 21, 2024·39m
  101. 101

    Episode 20240518 - Missing Pieces Retirement Risks and Tax Bills

    May 14, 2024·39m
  102. 102

    Episode 20240511 - Fiscal Outlook

    May 7, 2024·39m
  103. 103

    Episode 20240504 - Tax Risk Playchecks and Bucket Planning

    May 2, 2024·39m
  104. 104

    Episode 20240427 - 5 Personal FInancial Mistakes and the Financial Puzzle

    Apr 24, 2024·39m
  105. 105

    Episode 20240420 - Retirement Taxes Social Security and Income

    Apr 18, 2024·39m
  106. 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. 107

    Episode 20240406 - Debt to IRS

    Apr 3, 2024·39m
  108. 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. 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. 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. 111

    Episode 20240309 - Retirement Taxes

    Mar 6, 2024·39m
  112. 112

    Episode 20240302 - Planning For Legislative Risk and Tax Risk

    Feb 29, 2024·39m
  113. 113

    Episode 20240224 - Estate Planning Budgeting and a Financial Puzzle

    Feb 22, 2024·39m
  114. 114

    Episode 20240217- IRA Debt Playchecks and Bucket Planning

    Feb 16, 2024·39m
  115. 115

    Episode 20240210 - Income Plan Financial Mistakes and Ways Taxes Rise in Retirement

    Feb 8, 2024·39m
  116. 116

    Episode 20240203 - Enhanced Planning and Are You the Tax Collector

    Feb 2, 2024·39m
  117. 117

    Episode 20240127 - Estate Planning Hidden Taxes and Taking Action

    Jan 26, 2024·39m
  118. 118

    Episode 20240120 - Bucket Planning Retirement and Taxes

    Jan 17, 2024·39m
  119. 119

    Episode 20240113 - Tax Season and Hidden Taxes

    Jan 12, 2024·39m
  120. 120

    Episode 20240106 - IRA Debt and Medicare

    Jan 5, 2024·39m
  121. 121

    Episode 20231230 - Inflation Taxes Value

    Dec 29, 2023·39m
  122. 122

    Episode 20231223 - Tax Drag and Bucket Planning

    Dec 21, 2023·39m
  123. 123

    Episode 20231216 - Valuable Lessons Tax Train and Retirement Options

    Dec 13, 2023·39m
  124. 124

    Episode 20231209 - Santa and the Grinch Plus RMD and Strategies

    Dec 9, 2023·39m
  125. 125

    Episode 20231209 - Santa and the Grinch Plus RMD and Strategies

    Dec 9, 2023·39m
  126. 126

    Episode 20231202 - Tax Drag and IRA Debt

    Dec 1, 2023·39m
  127. 127

    Episode 20231125 - Action Plan and Roth IRAs

    Nov 22, 2023·39m
  128. 128

    Episode 20231118 - Debt on IRA

    Nov 16, 2023·39m
  129. 129

    Episode 20231111 - Hidden Tax

    Nov 10, 2023·39m
  130. 130

    Episode 20231104 - Retirement Strategies

    Nov 3, 2023·39m
  131. 131

    Episode 20231028 - Ask for Help

    Oct 26, 2023·39m
  132. 132

    Episode 20231021 - Estate Planning and Tax Planning

    Oct 18, 2023·39m
  133. 133

    Episode 20231014 - Income Plan Action Plan Bucket Plan

    Oct 12, 2023·39m
  134. 134

    Episode 20231007 - Rolling Over 401(k) and Personal Financial Mistakes

    Oct 4, 2023·39m
  135. 135

    Episode 20230930 - Retirement Strategies and Financial Puzzles

    Sep 26, 2023·39m
  136. 136

    Episode 20230923 - Estate Plans and Married Couples

    Sep 20, 2023·39m
  137. 137

    Episode 20230916 - Retirement Tax Calculator

    Sep 13, 2023·39m
  138. 138

    Episode 20230909 - Rollovers and Having an Action Plan

    Sep 7, 2023·39m
  139. 139

    Episode 20230902 - Avoiding Personal Financial Mistakes

    Aug 31, 2023·39m
  140. 140

    Episode 20230826 - Missing Pieces of Retirement

    Aug 25, 2023·39m
  141. 141

    Episode 20230819 - Questions About Tax Deferred Plans

    Aug 15, 2023·40m
  142. 142

    Episode 20230812 - Personal Finance Mistakes and Reducing Taxes

    Aug 10, 2023·39m
  143. 143

    Episode 20230805 - Financial Plan

    Aug 3, 2023·39m
  144. 144

    Episode 20230729 - Roth IRA Retirement Income and Bucket Planning

    Jul 27, 2023·39m
  145. 145

    Episode 20230722 - Enhanced Planning Taxes and Social Security

    Jul 20, 2023·39m
  146. 146

    Episode 20230715 - Rollovers Social Security and Taxes

    Jul 13, 2023·39m
  147. 147

    Episode 20230708 - Estate Planning and Bucket Planning

    Jul 7, 2023·39m
  148. 148

    Episode 20230701 - Gorilla in the Room and Line of Fire

    Jun 29, 2023·39m
  149. 149

    Episode 20230624 - Where is it Written

    Jun 23, 2023·39m
  150. 150

    Episode 20230617 - Retirement Tax and Playchecks

    Jun 16, 2023·39m
  151. 151

    Episode 20230610 - Design a Plan

    Jun 8, 2023·39m
  152. 152

    Episode 20230603 - Bucket Planning Explained

    Jun 1, 2023·39m
  153. 153

    Episode 20230527 - Estate and Social Security Planning

    May 27, 2023·39m
  154. 154

    Episode 20230520 - Debt Ceiling

    May 18, 2023·39m
  155. 155

    Episode 20230513 - Retirement Action Plan for Taxes and Inflation

    May 11, 2023·39m
  156. 156

    Episode 20230506 - Retirement and Social Security Taxes

    May 5, 2023·39m
  157. 157

    Episode 20230429 - Roth IRAs 401ks and Conversions

    Apr 28, 2023·39m
  158. 158

    Episode 20230422 - Inflation Value Reassurance Comfort

    Apr 21, 2023·39m
  159. 159

    Episode 20230415 - Bucket Planning Taxes and Risks

    Apr 13, 2023·39m
  160. 160

    Episode 20230408 - Design a Plan

    Apr 7, 2023·39m
  161. 161

    Episode 20230401 - Income Plan

    Mar 30, 2023·39m
  162. 162

    Episode 20230325 - Don't Be An Ostrich With Taxes

    Mar 24, 2023·39m
  163. 163

    Episode 20230318 - Internet Scams and Secure Act

    Mar 17, 2023·39m
  164. 164

    Episode 20230311 - Tax Season

    Mar 10, 2023·39m
  165. 165

    Episode 20230304 - Tax Diversification and Financial Risks

    Mar 2, 2023·39m
  166. 166

    Episode 20230225 - Risk Management and Investment Planning

    Feb 23, 2023·39m
  167. 167

    Episode 20230218 - Action Plan for the Phases of Retirement

    Feb 16, 2023·40m
  168. 168

    Episode 20230211 - Secure Act 2 point 0

    Feb 10, 2023·39m
  169. 169

    Episode 20230204 - Translation of Retirement and Whats Your Solution

    Feb 3, 2023·39m
  170. 170

    Episode 20230128 - Inflation and Phases of Retirement

    Jan 26, 2023·39m
  171. 171

    Episode 20230121 - Tax Season and Financial Risks

    Jan 20, 2023·39m
  172. 172

    Episode 20230114 - Income Plan and Where is it Written

    Jan 12, 2023·39m
  173. 173

    Episode 20230107 - Retirement Tax Calculator

    Jan 6, 2023·39m
  174. 174

    Episode 20221231 - Inflation and Bucket Planning

    Dec 29, 2022·39m
  175. 175

    Episode 20221224 - Retirement Obstacles or the Gorilla in the Room

    Dec 22, 2022·39m
  176. 176

    Episode 20221217 - Recession Retirement Risk and Rising Taxes

    Dec 16, 2022·39m
  177. 177

    Episode 20221210 - Could Taxes Derail Your Retirement and Planning Options

    Dec 9, 2022·39m
  178. 178

    Episode 20221203 - 5 Retirement Obstacles and Organizing Your Thinking

    Dec 1, 2022·39m
  179. 179

    Episode 20221126 - Who Are You Working With

    Nov 23, 2022·39m
  180. 180

    Episode 20221119 - RMD Financial Ed and Retirement Roadblocks

    Nov 17, 2022·39m
  181. 181

    Episode 20221112 - TaxDiversification and Financial Literacy

    Nov 11, 2022·39m
  182. 182

    Episode 20221105 - Retirement Risks and a New Holistic Approach

    Nov 3, 2022·39m
  183. 183

    Episode 20221029 - Could Taxes Derail Your Retirement

    Oct 28, 2022·39m
  184. 184

    Episode 20221022 -Government and Your Money and Roth IRAs

    Oct 21, 2022·39m
  185. 185

    Episode 20221015 - Inflation Risks

    Oct 13, 2022·39m
  186. 186

    Episode 20221008 - Recession Rising Taxes and Risk Tolerance

    Oct 5, 2022·39m
  187. 187

    Episode 20221001 - Financial Literacy and Risk and Could Taxes Delay Retirement

    Sep 27, 2022·39m
  188. 188

    Episode 20220924 - Long Term Care and Social Security

    Sep 23, 2022·39m
  189. 189

    Episode 20220917 - Could Taxes Derail Your Retirement

    Sep 14, 2022·39m
  190. 190

    Episode 20220910 - Estate Planning and the Gorilla in the Room

    Sep 8, 2022·39m
  191. 191

    Episode 20220903 - Translating Retirement Risks

    Sep 1, 2022·39m
  192. 192

    Episode 20220827 - Taxes Could Be Higher in Retirement

    Aug 26, 2022·39m
  193. 193

    Episode 20220820 - Bucket Planning Options Infected Noninfected and Get a Plan

    Aug 17, 2022·39m
  194. 194

    Episode 20220813 - The Client Who Came In and A Large Tax Bill

    Aug 17, 2022·39m
  195. 195

    Episode 20220806 - Estate Planning and 3 Phases of Retirement

    Aug 5, 2022·39m
  196. 196

    Episode 20220730 - Retirement Tax Calculator

    Jul 29, 2022·39m
  197. 197

    Episode 20220723 - Financial Literacy and Standard Deductions

    Jul 22, 2022·39m
  198. 198

    Episode 20220716 - Estate Planning and Developing a Plan

    Jul 15, 2022·39m
  199. 199

    Episode 20220709 - Retirement Planning

    Jul 8, 2022·40m
  200. 200

    Episode 20220702 - Bucket Planning

    Jul 1, 2022·39m
  201. 201

    Episode 20220625 - Tax Efficient Planning and Financial Risks

    Jun 24, 2022·39m
  202. 202

    Episode 20220618 - Trillion Dollar Tax Bill Get a Plan

    Jun 16, 2022·39m
  203. 203

    Episode 20220611 - Economy Tax Diversification Estate Planning

    Jun 10, 2022·39m
  204. 204

    Episode 20220604 - Valuable Lessons and Bucket Planning

    Jun 3, 2022·39m
  205. 205

    Episode 20220528 - Retirement Standard Deductions and Your Solution

    May 27, 2022·39m
  206. 206

    Episode 20220521 - Holistic Bucket Planning and Financial Risks

    May 19, 2022·39m
  207. 207

    Episode 20220514 - Lessons Life Insurance Estate Planning

    May 14, 2022·39m
  208. 208

    Episode 20220507 - Holistic Bucket Planning

    May 6, 2022·39m
  209. 209

    Episode 20220430 - Valuable Lessons

    Apr 29, 2022·39m
  210. 210

    Episode 20220423 - Tax Diversification Insurance and Estate Planning

    Apr 22, 2022·39m
  211. 211

    Episode 20220416 - Bucket Planning and Managing Risk

    Apr 15, 2022·39m
  212. 212

    Episode 20220409 - Tax Season

    Apr 8, 2022·39m
  213. 213

    Episode 20220402 -Have a Plan

    Apr 1, 2022·39m
  214. 214

    Episode 20220326 - Life Insurance and Estate Planning

    Mar 25, 2022·39m
  215. 215

    Episode 20220319 - Tax Diversification and Retirement Plan Options

    Mar 18, 2022·39m
  216. 216

    Episode 20220312 - Spring Forward on Taxes and Retirement

    Mar 11, 2022·39m
  217. 217

    Episode 20220305 - Tax Efficient Planning

    Mar 4, 2022·39m
  218. 218

    Episode 20220226 - Taxes Before and After Tax Season

    Feb 25, 2022·39m
  219. 219

    Episode 20220220 - Tax Season and More

    Feb 18, 2022·39m
  220. 220

    Episode 20220212 - Holistic Retirement

    Feb 11, 2022·39m
  221. 221

    Episode 20220205 - Who We Are and What We Do

    Feb 4, 2022·39m
  222. 222

    Episode 20220129 When to Rollover and Other Issues

    Jan 28, 2022·39m
  223. 223

    Episode 20220122 Tax Seasoning

    Jan 21, 2022·39m
  224. 224

    Episode 20220116 - Get A Plan

    Jan 15, 2022·39m
  225. 225

    Episode 20220115 - Planning

    Jan 15, 2022·39m
  226. 226

    Episode 20220108 - Tax Season

    Jan 6, 2022·39m
  227. 227

    Episode 20220101 - Contributions Deductions Spending Bill

    Jan 1, 2022·39m
  228. 228

    Episode 20211225 - Economy and Todays Retirement

    Dec 25, 2021·39m
  229. 229

    Episode 20211218 - Holistic-Economy-Retirement-Get a Plan

    Dec 17, 2021·39m
  230. 230

    Episode 20211211 - Contribution Limits Deductions Spending Bill

    Dec 11, 2021·39m
  231. 231

    Episode 20211204 - Tax Risk

    Dec 4, 2021·39m
  232. 232

    Episode 20211205 - Involve Me and I Learn

    Dec 4, 2021·39m
  233. 233

    Episode 20211128 - Tell Me Teach Me Involve Me

    Nov 27, 2021·40m
  234. 234

    Episode 20211121 - The Financial Ballgame

    Nov 20, 2021·39m
  235. 235

    Episode 20211114 - A Holistic Approach to Your Money

    Nov 13, 2021·39m
  236. 236

    Episode 20211107 - How the Spending Plan in DC May Affect You

    Nov 6, 2021·40m
  237. 237

    Episode 20211106

    Nov 5, 2021·39m
  238. 238

    Episode 20211031 - The Maggi Plan

    Oct 30, 2021·39m
  239. 239

    Episode 20211030 Choosing an Advisor and Risk Tolerance

    Oct 28, 2021·39m
  240. 240

    Episode 20211023 - Today's Retirement and Finding a Financial Advisor

    Oct 23, 2021·39m
  241. 241

    Episode 20211024 - Pay Tax Now Not Later

    Oct 23, 2021·40m
  242. 242

    Episode 20211017 - You Can't Mask Your Retirement

    Oct 16, 2021·40m
  243. 243

    Episode 20211016 - Webinars on Taxes and More

    Oct 15, 2021·40m
  244. 244

    Episode 20211010 - Exposure to Risk

    Oct 9, 2021·41m
  245. 245

    Episode 20211009 - Health Life Income and Taxes

    Oct 8, 2021·41m
  246. 246

    Episode 20211002 - The Race - Your Money or Your Life

    Oct 1, 2021·41m
  247. 247

    Episode 20210925 When to Plan for Retirement

    Sep 24, 2021·41m
  248. 248

    Episode 20210918 - Common Myths and Taxes

    Sep 17, 2021·41m
  249. 249

    Episode 20210911 - When to Start Planning for Retirement

    Sep 10, 2021·41m
  250. 250

    Episode 20210904 - How Not to Outlive Your Income

    Sep 4, 2021·41m
  251. 251

    Episode 20210828 - Retirement Isn't So Simple Anyrmore

    Aug 28, 2021·40m
  252. 252

    Episode 20210821 - Red and Green Money

    Aug 20, 2021·40m
  253. 253

    Episode 20210814 - Outliving Income - Will Your Income Be Enough

    Aug 13, 2021·40m
  254. 254

    Episode 20210807 - Taxes Going in or Going Out

    Aug 6, 2021·41m
  255. 255

    Episode 20210731 - Outliving Income and Questions to Ask About Your Retirement

    Jul 30, 2021·40m
  256. 256

    Episode 20210724 Buckets or Not Going Broke Slowly

    Jul 23, 2021·40m
  257. 257

    Episode 20210717 Paychecks and Playchecks

    Jul 16, 2021·40m
  258. 258

    Maggi BONUS Episode 20210522 - Going Broke Slowly

    Jul 14, 2021·44m
  259. 259

    Maggi BONUS Episode 20210515 Getting Empowered

    Jul 13, 2021·45m
  260. 260

    Maggi BONUS episode 20210508 401kEducation

    Jul 12, 2021·45m
  261. 261

    Episode 20210710 - Your Money or Your Life

    Jul 10, 2021·40m