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Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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121 - Overview of Important Mliestones To Be Aware Of

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Manage episode 304492270 series 2653925
Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Scott and James discuss the important milestones you should be aware of.

Planning Points Discussed

  • Retirement Planning
  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:00 - Introduction

4:29 - Dependent Care

5:50 - Tax Credits

6:58 - Investing v. Gambling

8:02 - UGMA / UTMA

10:25 - Kiddie Tax

12:47 - Catch-up Contributions

15:40 - Social Security Benefits

17:55 - Qualified Charitable Distributions

19:00 - Charitable Giving Strategy

20:27 - RMDs (Required Minimum Distributions)

21:51 - Aligning Your Financial Goals

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

  continue reading

193 episoder

Artwork
iconDel
 
Manage episode 304492270 series 2653925
Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Scott and James discuss the important milestones you should be aware of.

Planning Points Discussed

  • Retirement Planning
  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:00 - Introduction

4:29 - Dependent Care

5:50 - Tax Credits

6:58 - Investing v. Gambling

8:02 - UGMA / UTMA

10:25 - Kiddie Tax

12:47 - Catch-up Contributions

15:40 - Social Security Benefits

17:55 - Qualified Charitable Distributions

19:00 - Charitable Giving Strategy

20:27 - RMDs (Required Minimum Distributions)

21:51 - Aligning Your Financial Goals

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

  continue reading

193 episoder

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