Posts tagged tax opportunities
Ep 84: Don't Let Your Portfolio D.I.E.

This episode is full of good nuggets as Brian has podcast and book recommendations for you. First, we'll breakdown some key takeaways from the fascinating book, The End of The World Is Just The Beginning by Peter Zeihan. Brian will breakdown the major reasons Russia and China are in big trouble and why the USA is in a better position than you might think to withstand some sort of globalization collapse. This all dovetails into revisiting the topic of ESG investing, which we first discussed in episode 52.

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Ep 82: Expert Panel Revisits Last Year's Deep Dive Into Debt, Inflation & Modern Monetary Theory

Bonds have been a pretty hot topic this year. Oftentimes, people misunderstand how they work and what role they play in a proper financial plan. On today’s show, we’re addressing some of the misinformation and explaining why this has not been a good year for bonds.

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Ep 81: Market Truth Bombs with Brett Danko, Plus What To Do If You're Being Forced Into Retirement

Main Street Financial Solutions Founder & Managing Partner Brett Danko, CFP®, is back on the show to drop some truth bombs about the economy, the stock market, interest rates and more. And in a 2-for-1 deal, Brett and Brian will spend the second half of the episode covering the 5 most common questions people ask when they get forced into retirement.

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Ep 80: Year End Tax Opportunities You Should Take Care of NOW

Don't be like the rest of the crowd and wait until late December to make your tax moves. This year in particular there are some strategies you can employ to save extra money, but you're way better off digging into it now compared to only a few weeks before we turn the calendar to 2023. So check out all the great tax details Brian has in store for you on this episode and then make sure to take advantage of that special offer we talked about a few episodes ago by getting your own Tax Snapshot Session. Go to www.livingworth.com and click "book a call" to set up your visit.

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