Explore every episode of the podcast America's Wealth Management Show
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Tax Planning Beyond the Basics | 21 Aug 2025 | 00:35:05 | |
Education Center: https://bit.ly/3HjmLOk Meet with Us: https://bit.ly/3HKFeDt Tax Reduction Strategies: https://bit.ly/3UyWqyG Retirement Plan Checklist: https://bit.ly/45tZ3rK What is Tax Diversification? https://bit.ly/41Pcccw
Charitable Giving in Retirement Asset Location - The Three Tax Buckets What is Tax Diversification? - Barber Financial Group The Impact of the One Big Beautiful Bill on Your Retirement IRA RMD Requirements Roth Conversions Before Retirement Check out this video by @taxleverage - Sources: 16th Amendment to the U.S. Constitution: Federal Income Tax (1913) https://www.archives.gov/milestone-documents/16th-amendment
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| Tax Tips in 10: How Does Volatility Impact RMDs | 18 Aug 2025 | 00:11:29 | |
Tax Tips in 10 or Less Ep. 32 Education Center: https://bit.ly/45K5RBD Meet with Us: https://bit.ly/4oAmS8O Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
What's Your Required Beginning Date? | |||
| When Will I Run Out of Money In Retirement? | 14 Aug 2025 | 00:37:21 | |
Start your journey with our financial resources: https://bit.ly/4lncHS3 7 Reasons Why Retirement Planning Is Important What is a Good Monthly Income in Retirement? Claiming Social Security at 62, 67, or 70 The 4 Phases of Retirement Risk Management Covering Your Assets 2025 Withdrawal Strategy for Retirement Tax Reduction Strategies: https://bit.ly/4oAm83w Sources: | |||
| Tax Tips in 10: Tax Changes from the Big Beautiful Bill Pt. 2 | 11 Aug 2025 | 00:12:08 | |
Education Center: https://bit.ly/3JinjEr Meet with Us: https://bit.ly/46HWN1e Affordable Care Act Subsidies: https://bit.ly/4lUktUJ The OBBBA: What to know: https://bit.ly/4moUa8X Tax Strategies for High Income Earners: Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - | |||
| DON'T Do these 5 Things Before Retirement | 07 Aug 2025 | 00:36:13 | |
Education Center: https://bit.ly/45tHN5Q Meet with Us: https://bit.ly/3UIurfO Tax Reduction Strategies: https://bit.ly/4fonn1I Retirement Plan Checklist: https://bit.ly/4omYeZi The OBBBA: What to know: https://bit.ly/4lZEN7f Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://www.youtube.com/@UCAM1LgQzNBSNOXylNOgEYrw When is it Time to Retire? 5 Signs You're Saving Too Much for Retirement Making The Most of Catch-Up Contributions Claiming Social Security at 62, 67, or 70 The Impact of the One Big Beautiful Bill on Your Retirement Retiring Before 65? Your Health Insurance Game Plan What is Tax Diversification? When is it Time to Stop Saving for Retirement? | |||
| Tax Tips in 10: Tax Changes from the Big Beautiful Bill | 04 Aug 2025 | 00:11:09 | |
Tax Tips in 10 or Less Ep. 30 Get your journey off to a great start with our financial resources: https://bit.ly/4fb0oqu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 New Tax Rules from the Big Beautiful Bill Explained https://youtu.be/ze1sYnh_VR8?si=R33JTnZQdBY22ExK Meet with Us: https://bit.ly/4fkJdmK New Tax Provisions in the OBBBA: https://bit.ly/45q57kW The OBBBA: What to know: https://bit.ly/3IQTjiZ Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - | |||
| Retiring Early? How to Plan Your Health Insurance Before 65 | 31 Jul 2025 | 00:38:43 | |
Education Center: https://bit.ly/4miwNxL Meet with Us: https://bit.ly/3J9h6dW Tax Reduction Strategies: https://bit.ly/458b5pd Retirement Plan Checklist: https://bit.ly/4fnRA0Q Affordable Care Act Subsidies: https://bit.ly/4o4QnPM Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Health Care Costs During Retirement Risk Management: Covering Your Assets, Before It's Too Late! Make the Most of Your HSA’s Tax-Free Potential The Three Tax Buckets Sources: https://www.americashealthrankings.org/learn/reports/2025-senior-report https://www.kiplinger.com/retirement/average-cost-of-health-care-by-age | |||
| Tax Tips in 10: Funding Your HSA | 28 Jul 2025 | 00:10:09 | |
Meet with Us: https://bit.ly/46pexhM | |||
| The Impact of the One Big Beautiful Bill on Your Retirement | 24 Jul 2025 | 00:37:15 | |
Meet with Us: https://bit.ly/46jONTT Education Center: https://bit.ly/3GYpVqg What Is Modified Adjusted Gross Income? (MAGI) -
The OBBBA: What to know: https://bit.ly/3TPKS9V New Tax Provisions in the OBBBA: https://bit.ly/4kVlHhf Affordable Care Act Subsidies: https://bit.ly/4msycSL Subscribe to the Modern Wealth Management YouTube Channel so you never miss our Educational Series videos. https://www.youtube.com/@MeetModernWealth?sub_confirmation=1 Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families -
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| Tax Tips in 10: What is a Step-Up and Step-Down in Basis? | 21 Jul 2025 | 00:10:45 | |
Meet with Us: https://bit.ly/4lv0dbU Wills vs. Trusts: What's the Difference? | |||
| What is a Good Monthly Income in Retirement? | 17 Jul 2025 | 00:38:08 | |
Meet with Us: https://bit.ly/40WrGuR
Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=gIJVA8tYWz8gezj0
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| Tax Tips in 10: What is Modified Adjusted Gross Income? (MAGI) | 14 Jul 2025 | 00:10:35 | |
Tax Tips in 10 or Less Ep. 027 What is Modified Adjusted Gross Income? (MAGI) Get your journey off to a great start with our financial resources: https://bit.ly/44GUJUw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth vs Traditional - 5 Reasons to Have a Forward-Looking Tax Plan - What is Provisional Income? - Meet with Us: https://bit.ly/45UQ7fG Tax Reduction Strategies: https://bit.ly/3U37F1S Roth Conversion Case Studies: https://bit.ly/3IAAAb2 | |||
| Sample Financial Plan: Financial Planners Review | 10 Jul 2025 | 00:38:40 | |
Start your journey with our financial resources: https://bit.ly/4lfs6oj Meet with Us: https://bit.ly/44PWEHs https://youtu.be/070KObJIAvI?si=w9ohftRPDbfmgfzv Risk Management: Covering Your Assets Before It's Too Late - https://youtu.be/nrYRM0Do_zc?si=oluvgRgDNCD-9mTh Roth Conversions After Retirement - Risk Management: Covering Your Assets - Tax Reduction Strategies: https://bit.ly/3IhbxtK Retirement Plan Checklist: https://bit.ly/406UFfl Sample Financial Plan: https://bit.ly/3IxQVNH What is a Monte Carlo Simulation? https://bit.ly/44DMM2r
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| Tax Tips in 10: How Do In-Plan Roth Conversions Work? | 07 Jul 2025 | 00:11:20 | |
Get your journey off to a great start with our financial resources: https://bit.ly/3HVDRBK Roth Conversions Before Retirement - Your 401(k) Match May Change Soon... - 5 Reasons to Convert to a Roth IRA - Roth Conversions After Retirement - 5 Reasons to Have a Forward Looking Tax Plan - 📰 Articles: Tax Reduction Strategies: https://bit.ly/44tZFvN Retirement Plan Checklist: https://bit.ly/3I6I85n | |||
| 10 Retirement Income Streams | 03 Jul 2025 | 00:39:55 | |
Start your journey with our financial resources: https://bit.ly/44sEham Meet with Us: https://bit.ly/3Go3eeW ▶️ Videos: https://youtu.be/UX-qusd6fZE?si=sE-ps4fhKhJy1Uw3 Roth vs Traditional - Your 401(k) Match May Change Soon... - Tax Brackets & Contribution Limits - Roth 5 Year Rules: What You Need to Know - Risk Management: Covering Your Assets Before It's Too Lates! - Tax Reduction Strategies: https://bit.ly/4euZSmQ Retirement Plan Checklist: https://bit.ly/3I2edvd | |||
| Tax Tips in 10: 5 REASONS to Have a Forward Looking Tax Plan | 30 Jun 2025 | 00:10:00 | |
Get your journey off to a great start with our financial resources: https://bit.ly/3HVDRBK Tax Reduction Strategies: https://bit.ly/4kpLONb Retirement Plan Checklist: https://bit.ly/3T82Tju
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| Risk Management: Covering Your Assets, Before It's Too Late! | 26 Jun 2025 | 00:39:44 | |
Education Center: https://bit.ly/4krIf9f Meet with Us: https://bit.ly/4luSwCt Feather-insurance.com - Consumeraffairs.com - American Association for Long-Term Care Insurance - Compare Long Term Care - | |||
| Tax Tips in 10: Changes to Your 401(k) Match | 23 Jun 2025 | 00:11:14 | |
Tax Tips in 10 Minutes or Less Ep. 024 Get your journey off to a great start with our financial resources: https://bit.ly/4kRVDnW Tax Reduction Strategies: https://bit.ly/4k7eNVS Retirement Plan Checklist: https://bit.ly/4610GO8 Inherited IRA Rules and the SECURE Act - https://youtu.be/TUyRlCm04Uo?si=IpDojZeDvoUbUrx3 Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=w6Xl8r2NU6fJSDYy 2025 Tax Brackets and Contribution Limits - https://youtu.be/KifcDu_6UAI?si=gN1oZ5Ivpk-I2Zg3 | |||
| The 4 Phases of Retirement | 19 Jun 2025 | 00:38:44 | |
Meet with Us: https://bit.ly/44cHLO9 Education Center: https://bit.ly/3ZZVHK7 Tax Reduction Strategies: https://bit.ly/3HLoZFW Retirement Plan Checklist: https://bit.ly/3TsE0Ps | |||
| Tax Tips in 10: Tax-Loss Harvesting vs Tax-Gain Harvesting | 16 Jun 2025 | 00:08:57 | |
Tax Tips in 10 or Less Ep. 023 Tax Tips in 10: Tax-Loss Harvesting vs Tax-Gain Harvesting Get your journey off to a great start with our financial resources: https://bit.ly/4kxYF0l Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/43B4bJM Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=RkDhfh2FY9NifiiS | |||
| 7 Tips for High-Net-Worth Individuals | 12 Jun 2025 | 00:36:34 | |
7 Tips for High-Net-Worth Individuals Start your journey with our financial resources: https://bit.ly/4mY5Xw8 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=lpHN_rNWgY9aOnbr 7 To-Dos After Selling Your Business With Jason Gordo - https://youtu.be/8HSzNuAQMFw?si=etfnHHa-8CW-0zff Assest Location - The Three Tax Buckets - https://youtu.be/V6WM3iE0iow?si=GTIfx1T-sBLTqub- Tax Strategies for High Income Earners - https://youtu.be/8S6Dc9TqMVc?si=LiDRpAWWK-7MKIGL 2025 Withdrawal Strategy for Retirement - https://youtu.be/8P8E95_287s?si=M2t34oc0xlz3u-HV What If the Tax Cuts and Jobs Act Isn't Extended - https://youtu.be/xLhyzKOMv14?si=d1SF_JNgIVcjCK0j Roth Conversion Case Studies: https://bit.ly/4l3IqZ2 Tax Advantages of HSAs With Marty James: https://bit.ly/4kBLtrz What is probate and why should I avoid it: https://bit.ly/4l1TOVg What is a living trust and do I need one: https://bit.ly/4l19GY3 Estate Planning Mistakes to Avoid with Tim Denker: https://bit.ly/4kvDsEp | |||
| Tax Tips in 10: The Future of the SALT Deduction Cap | 09 Jun 2025 | 00:10:06 | |
Tax Tips in 10 or Less Ep. 022 Get your journey off to a great start with our financial resources: https://bit.ly/4dQAKXt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/43v391O | |||
| Wills vs. Trusts What's the Difference? | 05 Jun 2025 | 00:34:13 | |
Wills vs. Trusts What's the Difference? | |||
| Tax Tips in 10: Roth Conversions After Retirement | 02 Jun 2025 | 00:07:28 | |
Tax Tips in 10 or Less Ep. 021 Roth Conversions After Retirement Get your journey off to a great start with our financial resources: https://bit.ly/44S335w Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3ZEayJE Tax Reduction Strategies: https://bit.ly/3SpOz5l Meet with Us: https://bit.ly/43G4EJz 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE IRA RMD Requirements: https://youtu.be/DF13FV4EhCU Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8
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| What if the Tax Cuts and Jobs Act Isn't Extended? | 29 May 2025 | 00:32:45 | |
What if the Tax Cuts and Jobs Act Isn't Extended? Start your journey with our financial resources: https://bit.ly/3ZCasSQ Meet with Us: https://bit.ly/4jl9amj Roth Conversion Case Studies: https://bit.ly/3Z40SIu Tax Reduction Strategies: https://bit.ly/3ZBpF6I Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Covisum: https://www.covisum.com/ Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 Retirement Planning Mistakes to Avoid: https://youtu.be/L_K52B4SUpk Asset Location - The Three Tax Buckets: https://youtu.be/V6WM3iE0iow | |||
| Tax Tips in 10: Roth Conversions Before Retirement | 26 May 2025 | 00:08:48 | |
Tax Tips in 10 or Less Ep. 020 Roth Conversions Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/43lixfW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4k3lqsJ Tax Reduction Strategies: https://bit.ly/4k85xBy Meet with Us: https://bit.ly/4moH7Fg In-Plan Roth Conversions for 401(k) Plans: https://youtu.be/4IH9AJ9GajI Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount): https://youtu.be/bJheB6qKsvg | |||
| Don't Retire Without Doing These 8 Things First | 22 May 2025 | 00:33:49 | |
Don't Retire Without Doing These 8 Things First Get your journey off to a great start with our financial resources: https://bit.ly/4k0vAul Meet with Us: https://bit.ly/3YTC0mx Retirement Plan Checklist: https://bit.ly/3ZqQxGu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Social Security sources: Kwanti.com: https://kwanti.com/ Skills to Expect from a Financial Advisor: https://youtu.be/YYd7T9GDKIk 7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE?si=VS4jGIZHbZ3M7tHO Withdrawal Strategy for Retirement: https://youtu.be/8P8E95_287s Unexpected Expenses and How to Plan for Them: https://youtu.be/HbhdqYyp2uA Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 | |||
| Tax Tips in 10: What Is Provisional Income? | 19 May 2025 | 00:07:27 | |
Tax Tips in 10 or Less Ep. 019 Get your journey off to a great start with our financial resources: https://bit.ly/3H0SO4R Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Reduction Strategies: https://bit.ly/4jaCUlQ 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE?si=w4tbngnTY2RUSq7T IRA RMD Requirements: https://youtu.be/DF13FV4EhCU Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 | |||
| What If I Retire During a Recession? | 15 May 2025 | 00:37:11 | |
What If I Retire During a Recession? Get your journey off to a great start with our financial resources: Education Center: https://bit.ly/4dfc0b6 Meet with Us: https://bit.ly/4knp7JS Retirement Plan Checklist: https://bit.ly/43vZr83 Tax Reduction Strategies: https://bit.ly/4djETDc Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 JP Morgan Sources:
First Trust Source: https://www.ftportfolios.com/Common/ContentFileLoader.aspx?ContentGUID=ed114bca-4416-4caf-a2ea-97bf515b11d7 Kwanti.com: https://kwanti.com/ RetireOne Source: https://retireone.com/sequence-of-returns-risk/ Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg Falling Consumer Confidence with Economic Uncertainty: https://youtu.be/6Z7iPuYznJY What’s Going on in the Bond Market: https://youtu.be/IYokFNw5g1w 5 Questions to Assess Your Retirement Readiness: https://youtu.be/2IWcUWMhj0o 2025 Withdrawal Strategies: https://youtu.be/8P8E95_287s Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE | |||
| Tax Tips in 10: Tax Tips for 2025 | 12 May 2025 | 00:09:27 | |
Tax Tips in 10 or Less Ep. 018 Get your journey off to a great start with our financial resources: https://bit.ly/4iRUlHA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3YBmFqC Tax Reduction Strategies: https://bit.ly/4iTqq1V Meet with Us: https://bit.ly/4d6jehD 01:21 - 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU 02:11 – Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw 03:23 – IRA RMD Requirements: https://youtu.be/DF13FV4EhCU 03:52 – 3 Reasons to Convert to a Roth IRA: https://youtu.be/raTeBrVw3gA 07:01 – Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI
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| 7 Money Management Tips for Women | 08 May 2025 | 00:40:12 | |
7 Money Management Tips for Women Get your journey off to a great start with our financial resources: https://bit.ly/3Z5wI7m Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4d3PKRq Retirement Plan Checklist: https://bit.ly/3F6FhYR Vanguard Study: https://corporate.vanguard.com/content/dam/corp/articles/pdf/putting_value_on_your_value_quantifying_vanguard_advisors_alpha.pdf CDC Info: https://www.cdc.gov/nchs/data/databriefs/db492-tables.pdf#1 Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 5 Retirement Planning Mistakes to Avoid: https://youtu.be/L_K52B4SUpk The Sandwich Generation: https://youtu.be/zHSrFl9oL1w Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg
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| Tax Tips in 10: 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) | 28 Apr 2025 | 00:10:45 | |
Tax Tips in 10 or Less Ep. 017 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) Get your journey off to a great start with our financial resources: https://bit.ly/4jngM8G Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4lI1D3h Tax Reduction Strategies: https://bit.ly/42sBIFt Meet with Us: https://bit.ly/3RvF2Jy Estate Tax vs. Inheritance Tax: https://youtu.be/oPanexiISYE How Long Should I Keep My Tax Forms: https://youtu.be/1rHzZZ49ZDE Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc 3 Reasons Roth Conversions Could Work for You: https://youtu.be/raTeBrVw3gA
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| 5 Retirement Mistakes to Avoid | 23 Apr 2025 | 00:38:35 | |
5 Retirement Mistakes to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/42DYTvb Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/44BUIma Retirement Plan Checklist: https://bit.ly/42YiKqm 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk Where Should I Save My Money: https://youtu.be/q6iaWjj7ZDQ Ed Slott’s 5 BIG Things for 2025: https://youtu.be/y78pryUDG7o Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg 5 Questions to Assess Retirement Readiness: https://youtu.be/2IWcUWMhj0o Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo Asset Allocation: The Three Tax Buckets: https://youtu.be/V6WM3iE0iow Forbes on James Gandolfini: https://www.forbes.com/sites/robertwood/2013/07/20/key-lessons-from-james-gandolfinis-will/ AARP on Financial Mistakes: https://www.aarp.org/money/retirement/financial-mistakes-retirement/
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| Tax Tips in 10: How Long Should I Keep My Tax Forms? | 21 Apr 2025 | 00:09:21 | |
Tax Tips in 10 or Less Ep. 016 How Long Should I Keep My Tax Forms? Get your journey off to a great start with our financial resources: https://bit.ly/42hqsf5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jxF939 Tax Reduction Strategies: https://bit.ly/3Et6chh Meet with Us: https://bit.ly/4cvxSP2 Estate Tax vs. Inheritance Tax: https://youtu.be/oPanexiISYE What Is Tax Arbitrage?: https://youtu.be/XglVv3suRLo Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o
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| Consumer Confidence Down with Economic Uncertainty | 17 Apr 2025 | 00:33:12 | |
Consumer Confidence Down with Economic Uncertainty Get your journey off to a great start with our financial resources: https://bit.ly/4inn0V1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/3YCwggL Previous Episodes with David Mitchell: University of Michigan Surveys of Consumers: https://www.sca.isr.umich.edu/ Tariff Talk: What to Watch: https://youtu.be/W29jxFyTZc0 7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI 2025 Withdrawal Strategies for Retirement: https://youtu.be/8P8E95_287s
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| Tax Tips in 10: Estate Tax vs. Inheritance Tax | 14 Apr 2025 | 00:10:08 | |
Tax Tips in 10 or Less Ep. 015 Estate Tax vs. Inheritance Tax
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43LPcgC Tax Reduction Strategies: https://bit.ly/3R65idr Meet with Us: https://bit.ly/3G1ymAl Generational Wealth Management: https://youtu.be/nGDtTd34bRE 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o What's Your Required Beginning Date?: https://youtu.be/vPE_PApP5ac | |||
| Tariff Talk: What to Watch | 10 Apr 2025 | 00:36:50 | |
Tariff Talk: What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4cnTKfj Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4cswxZt Retirement Plan Checklist: https://bit.ly/44fhSi2 Federal Worker Layoffs: https://bit.ly/3GfXROn Previous Neal Falkenberry Episodes: Assessing the April 2nd Tariffs Announcement: https://youtu.be/HxCGQ-pWlvw?si=s351c8ke1KM10kJH
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| Tax Tips in 10: What Is Tax Arbitrage? | 07 Apr 2025 | 00:10:05 | |
Tax Tips in 10 or Less Ep. 014 What Is Tax Arbitrage? Get your journey off to a great start with our financial resources: https://bit.ly/4j8rS0W Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jiDbnm Tax Reduction Strategies: https://bit.ly/3XGaPLn Meet with Us: https://bit.ly/41WmcS0 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Capital Gains Rates in 2025: https://youtu.be/zjV_Xe2cpQQ 3 Reasons Roth Conversions Could Work for You: https://youtu.be/raTeBrVw3gA | |||
| Avoiding Excess IRA Contributions with Ed Slott | 03 Apr 2025 | 00:34:24 | |
Avoiding Excess IRA Contributions with Ed Slott Get your journey off to a great start with our financial resources: https://bit.ly/42eHYiO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/ Meet with Us: https://bit.ly/4hYg3Jw Roth Conversion Case Studies: https://bit.ly/4jjQPXp Tax Reduction Strategies: https://bit.ly/3XHovpA IRMAA Article: https://bit.ly/4j2iFYj 529 Article: https://bit.ly/4lab0ZD Previous Ed Slott Episodes: Should I Max Out My 401(k)?: https://youtu.be/R9pbhTUa4iA Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 2025 Tax Brackets and Contribution Limits: https://youtu.be/KifcDu_6UAI
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| 3 Reasons Roth Conversions Could Work for You | 31 Mar 2025 | 00:10:35 | |
Tax Tips in 10 or Less Ep. 013 3 Reasons Roth Conversions Could Work for You Get your journey off to a great start with our financial resources: https://bit.ly/4iHUyOD Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3DUiO0z Tax Reduction Strategies: https://bit.ly/3QOGlTz Meet with Us: https://bit.ly/4j2FJpn RMD Case Study: https://youtu.be/_t7XTSfU1po Roth Five Year Rule: https://youtu.be/RDyVTv4LSJ4 Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE?si=X4b-hJmFAdEUaM0M RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg | |||
| Ed Slott's 5 BIG Things to Plan for in 2025 | 27 Mar 2025 | 00:37:17 | |
Ed Slott's 5 BIG Things to Plan for in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3FIKNkq Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3QPV8gY Meet with Us: https://bit.ly/4hObhym Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/ Previous Ed Slott Episodes: Should I Max Out My 401(k)?: https://youtu.be/R9pbhTUa4iA Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc IRA RMD Requirements: https://youtu.be/DF13FV4EhCU Generational Wealth Management: https://youtu.be/nGDtTd34bRE What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q
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| Tax Tips in 10: What's Your Required Beginning Date? | 24 Mar 2025 | 00:10:27 | |
Tax Tips in 10 or Less Ep. 012 What's Your Required Beginning Date? Get your journey off to a great start with our financial resources: https://bit.ly/4iVLdCk Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/42g0et9 Tax Reduction Strategies: https://bit.ly/4itDawq Meet with Us: https://bit.ly/4iETn2d RMD Case Study with Marty James: https://youtu.be/_t7XTSfU1po Generational Wealth Management: https://youtu.be/nGDtTd34bRE IRA RMD Requirements: https://youtu.be/DF13FV4EhCU
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| 7 Tips on Saving for Retirement | 20 Mar 2025 | 00:35:19 | |
7 Tips on Saving for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XVGoAL Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DTuBwe Meet with Us: https://bit.ly/3DTuosW SSA Quizzes: https://www.ssa.gov/history/puzzles/quiz1.html https://www.ssa.gov/history/puzzles/quiz22a.html Budgeting at Different Stages of Life: https://youtu.be/-HwVnEvquw4 Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 Generational Wealth Management: https://youtu.be/nGDtTd34bRE Claiming Social Security at 62 67, and 70: https://youtu.be/UX-qusd6fZE?si=sKTIzc61qL_d8diB 2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg | |||
| Are You Overpaying Your Taxes? | 17 Mar 2025 | 00:08:50 | |
Tax Tips in 10 or Less Ep. 011 Are You Overpaying Your Taxes? Get your journey off to a great start with our financial resources: https://bit.ly/3FmvwWx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41YJW7Q Tax Reduction Strategies: https://bit.ly/3FnR9pg Meet with Us: https://bit.ly/4kJa4Lg Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg Generational Wealth Management: https://youtu.be/nGDtTd34bRE Asset Location - The Three Tax Buckets: https://youtu.be/V6WM3iE0iow
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| Income Planning for Retirement | 13 Mar 2025 | 00:34:13 | |
Income Planning for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XKacAg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4bOhlp1 What Is IRMAA? - https://bit.ly/4bLwjMC 2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk Tax Tips in Ten Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 RMD Case Study: https://youtu.be/_t7XTSfU1po 2025 Tax Bracket & Contribution Limits: https://youtu.be/KifcDu_6UAI Asset Location – The Three Tax Buckets: https://youtu.be/V6WM3iE0iow Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY | |||
| Tax Tips in 10: Capital Gains Rates in 2025 | 10 Mar 2025 | 00:10:29 | |
Tax Tips in 10 or Less Ep. 010 Capital Gains Rates in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/4kstKmz Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4buS8zK Tax Reduction Strategies: https://bit.ly/41FqlJU Meet with Us: https://bit.ly/3XtqT2N Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc | |||
| 2025 Withdrawal Strategy | 06 Mar 2025 | 00:33:39 | |
2025 Withdrawal Strategy Get your journey off to a great start with our financial resources: https://bit.ly/4i6Ntqg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4iletSA Meet with Us: https://bit.ly/4kv5Kzp Monte Carlo Simulation Article: https://bit.ly/4kjBhnE Kiplinger on the 4% Rule: https://www.kiplinger.com/retirement/retirement-planning/the-4-rule-gets-a-closer-look Morningstar Safe Retirement Spending Rate for 2025: https://www.morningstar.com/retirement/whats-safe-retirement-spending-rate-2025 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 15 Years Before Retirement: https://youtu.be/dLPxSfY7P8I Tax-Efficient Investing with Stephen Tuckwood, CFA: https://youtu.be/APOYR-ocDRk?si=vCHuzcLq0Ml-S15S 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 IRA RMD Rules: https://youtu.be/DF13FV4EhCU | |||
| Tax Tips in 10: Asset Location - The Three Tax Buckets | 03 Mar 2025 | 00:09:44 | |
Tax Tips in 10 or Less Ep. 009 Asset Location - The Three Tax Buckets Get your journey off to a great start with our financial resources: https://bit.ly/4icNfh5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43b5VcH Tax Reduction Strategies: https://bit.ly/3QBbV76 Super Catch-Up Contributions Article: https://bit.ly/4idTaTH Meet with Us: https://bit.ly/3EXRjUb What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q?si=PhisTenWzY12Bkq_ 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28
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| Mary Beth Franklin on the Social Security Fairness Act | 27 Feb 2025 | 00:33:21 | |
Mary Beth Franklin on the Social Security Fairness Act Get your journey off to a great start with our financial resources: https://bit.ly/4i14iTB Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4hUPvKa Meet with Us: https://bit.ly/41g28IG Learn More About Mary Beth Franklin: https://marybethfranklin.com Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 Maximizing Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=gddtP9ZRDkFBGgbE Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU | |||
| Tax Tips in 10: Tax Strategies for High Income Earners | 24 Feb 2025 | 00:10:10 | |
Tax Tips in 10 or Less Ep. 008 Get your journey off to a great start with our financial resources: https://bit.ly/3Qo3j3w Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41ny1Ag Tax Reduction Strategies: https://bit.ly/3EJISvz Meet with Us: https://bit.ly/4jYUQlb HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=WI-kMNluLatpsmwY 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 | |||