Keep What's Yours

By: Jeff Zufall - Capital Advisory Group Inc.
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  • Summary

  • Podcast by Jeff Zufall & Josh Gilbert
    Copyright Capital Advisory Group Inc.
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Economics Leadership Management
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Episodes
  • 2024-11-16 Keep What’s Yours

    2024-11-16 Keep What’s Yours
    Nov 16 2024
    This episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, emphasizes the importance of having a tax advisor who is also a financial advisor to streamline financial decisions and ensure tax efficiency. Key topics discussed include the benefits of having a single point of contact for financial and tax advice, the intricacies of Roth conversions, and the impact of tax policies on personal finance. The hosts also highlight the importance of planning for retirement, especially for those nearing retirement age, and the potential changes in tax codes following political shifts. The show aims to educate listeners on how to maximize their financial health and keep more of their earnings. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    51 mins
  • 2024-11-09 Keep What’s Yours

    2024-11-09 Keep What’s Yours
    Nov 8 2024
    "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!
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    51 mins
  • 2024-11-02 Keep What’s Yours

    2024-11-02 Keep What’s Yours
    Nov 2 2024
    Join Josh Gilbert and Jeff Zufall, Senior Tax Strategist and Wealth Advisor with Capital Advisory Group, as they discuss the latest updates in tax planning. The show covers new tax brackets, standard deductions, and estate tax changes for 2025. They emphasize the importance of year-end tax planning and how strategic financial decisions can help you keep more of your money. Additionally, they explore potential new legislation that could allow pet owners to use up to $1,000 from HSAs or FSAs for veterinary care. Tune in to learn how to navigate the complexities of tax laws and maximize your financial benefits.
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    49 mins

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