We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Episode 64: 2024 Tax Season Recap and 2025 Tax Planning
In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!
How to Build a Timeline for Your Retirement [Video]
In this video, we share a couple basic tax planning case studies and how they use different strategies reduce your taxes.
How Will Tariffs Affect the Stock Market?
This article updates you on DOGE’s progress and the US trade policies; then we share how tariffs affect the stock market and economy.
Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan
In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.
How to Build a Timeline for Your Retirement
In this video, we walk you through a timeline for your retirement that helps you plan everything out in a tax efficient way.
Why Executive Retirement Planning Starts 10 Years Before Retirement
While busy executives frequently delay retirement planning, their position offers unique advantages: higher compensation and specialized employer benefits that can fast-track their path to retirement. Our blog provides the roadmap for executives to leverage these assets through intentional planning 10 years before retirement, turning corporate success into lasting financial freedom.
Episode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
How to Plan for Your Upcoming RMDs [Video]
In this video, learn how near retirees can use different planning windows to minimize taxes on their upcoming RMDs.
Why Corporate Executives Need to Plan Around RMDs Now
Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.
How Much Employer Stock Do You Own? [Video]
In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.



