Episodes

  • How Much Should Be In Your Emergency Fund? (Episode 315)

    How Much Should Be In Your Emergency Fund? (Episode 315)
    Apr 8 2025
    Are you prepared for the unexpected? 💰 In our latest episode, we dive into how much you should really have in your emergency fund! Tune in to Episode 315 and get the insights you need to secure your financial future! #EmergencyFund #FinancialPlanning
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    20 mins
  • Why Now is the Right Time to Get Your Estate Plan in Order (Episode 315)

    Why Now is the Right Time to Get Your Estate Plan in Order (Episode 315)
    Mar 18 2025
    Did you know that the political and economic uncertainty you are all feeling puts you at greater risk of death or incapacity? In today's episode Tom explains that increased risk, and why now is the time to get your estate plan in order.
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    22 mins
  • Will the Corporate Transparency Act Affect Your Estate Plan? (Episode 314)

    Will the Corporate Transparency Act Affect Your Estate Plan? (Episode 314)
    Feb 25 2025
    19 mins
  • How to Save Your Children from a 20% Capital Gains Tax on Your Home (Episode 313

    How to Save Your Children from a 20% Capital Gains Tax on Your Home (Episode 313
    Feb 18 2025
    In today’s program, Tom explains how deeding your home to your children during your lifetime can end up costing your children a 20% Capital Gains tax when your home is sold.
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    11 mins
  • Does My Revocable Living Trust Need a New Tax ID Number? (Episode 312)

    Does My Revocable Living Trust Need a New Tax ID Number? (Episode 312)
    Jan 28 2025
    14 mins
  • Does Santa Have to Pay Gift Taxes? (Episode 311)

    Does Santa Have to Pay Gift Taxes? (Episode 311)
    Dec 17 2024
    Ever wondered if Santa's sleigh full of gifts comes with a side of IRS paperwork? In this festive and thought-provoking episode, we explore whether the jolly old elf is subject to gift taxes.
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    33 mins
  • Does Your Homeowner’s Insurer Know Your Home Is In Your Trust (Episode 309)

    Does Your Homeowner’s Insurer Know Your Home Is In Your Trust (Episode 309)
    Dec 3 2024
    Did you know that putting your home in a trust can impact your homeowner's insurance? In our latest episode, we dive into the crucial question: Does your insurer know your home is in your trust? Tune in to Episode 309 for insights that could save you from potential pitfalls!
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    21 mins
  • Understanding Digital Asset Reporting Requirements (Episode # 308)

    Understanding Digital Asset Reporting Requirements (Episode # 308)
    Nov 5 2024
    In today's fast-evolving financial landscape, understanding tax reporting for digital assets is crucial. Tune into our latest podcast episode for information on your tax reporting obligations. #DigitalAssets #Finance #Podcast
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    29 mins
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