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An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
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Your Life Simplified: A Financial & Wealth Management Podcast
1
Your Life Simplified: A Financial & Wealth Management Podcast
Mariner Wealth Advisors
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
Designed to challenge old-school business practices and the traditional business suit culture, on unsuitable on Rea Radio you'll hear industry professionals speak about meaningful, modern solutions to help you enhance your company’s growth. Hosted by Doug Houser.
Welcome to the tax mastery podcast a business community outreach network of business owners teaching business owners. I am your host Jonathan McGovern founder of Kwikefile Professional Income Tax and Accounting Service and I am glad you have you taken time to learn and share with us today. Tax Mastery helps the business owner and individual to understand income tax strategies. Our mission is to educate our audience on matters of finance, taxation, and business management.
As Cannabis becomes legal in most states, it's vital that CEOs, investors, and tax & accounting professionals understand the audit risk and tax collection debt that can affect the industry. Hi everyone and welcome to the Cannabis Tax Resolution Minicast. The topics we cover on this minicast are related to IRS and state tax audits, resolving state and IRS tax debt, and topics around unfiled tax returns. We will also discuss the latest in any tax news that will affect your business both positi ...
With the failure of Silicon Valley Bank (SVB) and Signature Bank, many people are preparing for the worst. On this episode Jake and Kirk discuss exactly what occurred on March 10th, and since then. They break down this particular crisis as well as explain how this effects your wallet. -- *“Tax preparation, planning, IRS representation, and business…
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare package? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the costs associated with each part and working with an insurance agent. They’ll also cover t…
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Stay Wealthy Retirement Show
1
Two (Real Life) Retirement Planning Case Studies
33:49
33:49
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*** More Than Money is officially out! Click here to grab your copy now. *** (All net proceeds being donated to non-profit organizations dedicated to improving financial literacy and diversity in the profession.) --- Today I’m sharing my recent conversation with Joe Saul-Sehy from Stacking Benjamins. Together, Joe and I break down two real-life cas…
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The Rob Tetrault Show
1
Back To Basics of Investing With Brian Feroldi
28:56
28:56
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ Back To Basics of Investing With Brian Feroldi In this interview, we discuss the basics of investing an…
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The Rob Tetrault Show
1
What Is Monetary And Fiscal Policy? Monetary and Fiscal Policy Explained
7:35
7:35
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ What Is Monetary And Fiscal Policy? Monetary and Fiscal Policy Explained If you're interested in learni…
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the basics of Medicare, including Part A, B, C and D, costs, signing up for…
Today I'm discussing risk. Specifically, a type of risk known as "tail risk." As Morgan Housel puts it, it's the hardest for people to understand... ...and it's the only one that really matters. If you want to learn what tail risk is, why it's important, and how to mitigate it, today's episode is for you. WANT MORE RETIREMENT PLANNING TIPS? Join th…
Risk Tolerance Tools Are insufficient! When attempting to figure out your risk tolerance towards financial investments, the generic tools and calculators and quizzes available, while helpful, are not enough. In order to really understand your risk tolerance you need this one critical thing. *“Tax preparation, planning, IRS representation, and busin…
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The Rob Tetrault Show
1
How To Protect Yourself From Financial Fraud: 7 Tips To Avoid Financial Fraud
6:17
6:17
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ How To Protect Yourself From Financial Fraud: 7 Tips To Avoid Financial Fraud Today, we're going to sha…
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Jake Of All Trades
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Emergency Savings Changes in Secure Act 2.0
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22:46
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This act is the largest retirement reform in the history of America. Here we dig into a newly implemented rule to your 401k savings. “Most people won’t save money unless their employer somehow does it for them in the form of a payroll deduction.” - Suze Orman. This viewpoint from financial planners is what has led to a small but very significant ch…
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can be complex. Michael MacKelvie, wealth advisor, is joined by Carolyn Moriarty, wealth advisor, to break down bonds, their structure, how they work within your portfolio and if you should consider investing in bonds…
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The Rob Tetrault Show
1
What Is Resistance In The Stock Market? - A Resistance Trading Strategy
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5:29
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ What Is Resistance In The Stock Market? - A Resistance Trading Strategy Today, we're going to be discus…
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Jake Of All Trades
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35% of Millionaires feel they don’t have enough for retirement!
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On this episode Jake and Kirk discuss one of the most basic retirement planning “rules of thumb,” The 4% rule. Is it time to change that rule? *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about …
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The Rob Tetrault Show
1
Managing Volatility In Your Portfolio with Alternative Investments
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ Managing Volatility In Your Portfolio with Alternative Investments I was on BNN once again this week, t…
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Your Life Simplified: A Financial & Wealth Management Podcast
1
Planning for Long-Term Care with Your Parents
23:05
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50% of adults will need long-term care at some point in their life, and this can have major impacts on your emotions and financial plan. Dr. Christina Lynn, practice management consultant, joins this episode of Your Life Simplified to share how to discuss aging and long-term care with your parents, what emotions this may bring, how much to plan for…
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Stay Wealthy Retirement Show
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Alternative Investments: Should You Invest in Them?
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Today I'm talking about alternative investments. An "alternative" is an asset that doesn't fall into one of the three traditional investment categories (stocks, bonds, and cash). For example, private equity, venture capital, and managed futures. These complex strategies often claim to reduce risk + deliver "uncorrelated" returns. But do they live u…
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement in place. On this episode, Valerie Escobar, senior wealth advisor, hosts, Julia Rodgers, CEO and Co-Founder of HelloPrenup, who shares ways you can approach this topic with your partner, how to have that conversation and ways that you can h…
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The Rob Tetrault Show
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What is Short Covering and Short Covering Rally in the Stock Market?
5:54
5:54
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ What is Short Covering and Short Covering Rally in the Stock Market? Short covering, also known as buyi…
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The Rob Tetrault Show
1
What Are Support Levels In Trading And Investing? Support And Resistance Explained.
6:16
6:16
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj ⭐⭐ What Are Support Levels In Trading And Investing? Support And Resistance Explained. A support level is …
⭐⭐ How To Talk Like A Billionaire From the TV show Billions, you must have heard the terms like Hedge Funds, Bucket Shop, Sharp ratio, Dead Cat Bounce, Distress Debt and many more. Watch this video to understand what these terms are. =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube…
Some of the early implementations of this massive new bill, Secure Act 2.0, are already taking affect. On this episode Jake and Kirk discuss the changes to your 401k. This will be a good overview to help you strategize with your financial planner regarding your retirement plan. *“Tax preparation, planning, IRS representation, and business valuation…
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up causing more strife and costing more in the long run. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and hosts guest, Julia Rodgers, CEO and Co-Founder of HelloPrenup. They discuss what is a pren…
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Stay Wealthy Retirement Show
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January Inflation: Why Prices Are Rising Again
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Today I’m addressing the January inflation report. In fact, contrary to expectations, inflation increased last month. Specifically, the Consumer Price Index (CPI) jumped 0.5% after increasing by only 0.1% in December. Why are prices increasing again? Was the report positive or negative? What does this mean for the long-term inflation trend? I’m ans…
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The Rob Tetrault Show
1
Another Spot-On Stock Market Prediction That Will SHOCK YOU!
8:12
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⭐⭐ Another Spot-On Stock Market Prediction That Will Shock You. I’ve always been a big believer in alternative investments. And I’ve talked about it many times on BNN, my message is no different this time. We’re currently seeing negative numbers in the stock market week after week, so why not own something that is uncorrelated to the markets? I was…
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The Rob Tetrault Show
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Canada's NEW Tax Free Home Buyers Savings Account - FHSA
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⭐⭐ Canada's NEW Tax Free Home Buyers Savings Account - FHSA The FHSA is a new account that was introduced in the 2022 federal budget and is set to be available to Canadians in 2023. It basically provides first-time home buyers with a savings account that combines the tax benefits of a Tax-Free Savings Account (TFSA) and a Registered Retirement Savi…
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Intentional Wealth - A BBA Podcast
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Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
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Not realizing just how much nursing home care and elder care can threaten your finances until faced with admitting a loved one to a nursing home after a hospitalization can be eyeopening, to say the least. If you're concerned about how to protect your assets from nursing home costs, you're at an advantage if you can plan at least five years out. Bu…
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs.…
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Stay Wealthy Retirement Show
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How to Invest for Retirement in an Uncertain Market
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Today I’m talking about investing and planning for retirement during uncertain times. In fact, I was recently invited to discuss this topic with Caleb Silver, Editor-in-Chief at Investopedia. Caleb hosts the Investopedia Express Podcast and has had conversations with everyone from Ray Dalio & Liz-Ann Sonders to Eli Manning & David Rubenstein. Needl…
A recent survey found that most Americans still believe in waiting till retirement to travel more. On the show Jake and Kirk discuss this issue and some ways to make travelling before retirement a priority. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services ar…
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Your Life Simplified: A Financial & Wealth Management Podcast
1
SECURE 2.0 Act: Retirement Saving Changes
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In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss req…
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Stay Wealthy Retirement Show
1
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
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25:31
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Today I’m wrapping up our series on Financial Advisors by answering five common questions. Questions such as: How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution? I'm also sharing more about…
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Jake Of All Trades
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Don't rely on just retirement savings get retirement income
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26:16
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On this episode Kirk & Jake discuss some methods for attaining retirement income, so you don’t have to rely just on retirement savings. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managin…
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Your Life Simplified: A Financial & Wealth Management Podcast
1
History of the Financial Markets: A Look Back at the Last 100 Years
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In celebration of Your Life Simplified’s 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn’t provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.…
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Stay Wealthy Retirement Show
1
Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
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24:57
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Today I’m tackling part four of our series on financial advisors. Specifically, I’m covering three BIG things: What is a fiduciary financial advisor (and should investors work with one) How are 'fee-only' advisors different from 'fee-based' Where can retirement savers search for a financial advisor based on their needs If you want to understand som…
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year…
In previous episodes Jake and Kirk discussed the possibility of student loan forgiveness and what it might look like. As of now there seems to be no possibility of student loan forgiveness occurring in the near future. What now? *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and P…
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Stay Wealthy Retirement Show
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Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
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Today I’m sharing the different ways financial advisors charge for their services. In fact, there are FOUR main fee structures you might come across when interviewing advisors... ...and each one can be a disservice to someone. In this episode, I'm covering three important things: What are the four fee structures and their pros & cons Who is (and is…
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They’ll also cover areas of frustration for investors and examples.…
Over the next several weeks Jake and Kirk will be discussing the largest legislative changes to retirement in American history. We will discuss changes to RMDs, 529s, Rollovers, 401ks, 401k Savings, IRAs, Roths, Roth 401ks and much much more. These changes will not take effect immediately. However, we will be explaining the changes to better help y…
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Your Life Simplified: A Financial & Wealth Management Podcast
1
Reaching Your Financial Goals & New Year’s Resolutions
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To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year’s resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.By Mariner Wealth Advisors
The IRS has released new “Inflation Adjusted Tax Brackets.” Who does this benefit and who might this hurt? How can you prepare? Will your raise or your current tax bracket change? Jake and Kirk discuss all aspects of this change and how to prepare for it (or who can ignore this!). *“Tax preparation, planning, IRS representation, and business valuat…
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Jake Of All Trades
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Most Elaborate Financial Scam of Jake’s Career
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We often think of financial scams coming in the form of some exiled prince in Africa who needs assistance. But these hokey scams that everyone has heard of are rarely the type of scam that will actually drain your bank account. Everyone knows about them. The scam that will get you is the one you aren’t expecting. On this episode Jake and Kirk discu…
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Intentional Wealth - A BBA Podcast
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Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA
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In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times. At the end of each year, there are a multitude of financial-life decisions to make that could impa…
With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor provide an end of year wealth planning checklist, which includes areas like retirement planning, Required Minimum Distributions and gifting.…
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Stay Wealthy Retirement Show
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Financial Advisors (Part 2): The 5 Different Types of Advisors
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20:22
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Want to support my upcoming book and help improve financial literacy? To encourage your support, I'm running a "buy one, give one" campaign. Here's how it works: Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31. Email a screenshot of your order to book@youstaywealthy.com. I will personally match your order and send you a …
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The Rob Tetrault Show
1
The Benefits And Costs Of Fee-Based Financial Advisors
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What is a fee based financial advisor? How do they get paid? What are the different methods and fee structures you might encounter when shopping around for a wealth professional? Let's get right into it and explain to you the different payment structure models for a licensed investment advisor in Canada. All these questions and concerns addressed i…
On the show Jake and Kirk discuss differen costs that come with using IRA’s as a form of retirement versus a 401k. Since 401Ks can only be utilized through a company, there are different fees attached to a 401k. This means if using an IRA, you could be losing out on a significant portion of your future wealth. Since every person is unique, Jake and…
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Your Life Simplified: A Financial & Wealth Management Podcast
1
Navigating Financial Conflicts Between Spouses Part 2
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In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their conversation about financial conflicts between spouses. Topics discussed include tips for managing spousal differences as an advisor, suggestions for spouses when talking about financial conflict…
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Stay Wealthy Retirement Show
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Financial Advisors (Part 1): What Are They + What Do They Do
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Today I'm kicking off a multi-part series on Financial Advisors. (I'm also sharing a BIG announcement with everyone! 🥳) Here in Part 1, I'm covering three things: What is a financial advisor Why the job title is meaningless What financial advisors do (and don't do) It doesn’t matter if you manage your own finances, happily work with a financial adv…
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Your Life Simplified: A Financial & Wealth Management Podcast
1
Navigating Financial Conflicts Between Spouses Part 1
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In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, dive into the topic of financial challenges between spouses including divorce, overspending and how wealth advisors and clients can communicate during this difficult time.…
