• 2024-11-09 Keep What’s Yours

  • Nov 8 2024
  • Length: 51 mins
  • Podcast

2024-11-09 Keep What’s Yours

Listen for free

View show details

  • Summary

  • "Keep What's Yours" is a financial advice show hosted by Josh Gilbert and Jeff Zal, a senior tax strategist and wealth advisor at Capital Advisory Group. The show emphasizes the benefits of having a combined tax and financial advisor to streamline decision-making and ensure tax-efficient financial moves. Key topics include the advantages of Roth conversions, the impact of state and local tax (SALT) deductions, and the importance of strategic financial planning. The hosts also discuss recent changes in tax laws, such as the super catch-up contributions for 401(k) plans and incentives for low-income earners to save for retirement. The show aims to help listeners maximize their financial health and avoid common pitfalls. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about 2024-11-09 Keep What’s Yours

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available