Solving The Financial Puzzle

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 94:50:05
  • Mais informações

Informações:

Sinopse

Weekly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners.

Episódios

  • August 20th Show

    18/08/2016 Duração: 53min

    This week we'll take your listener questions and try to determine just how much money you'll need to retire. Later on, we'll talk about what it means to be "ready" to retire, and we'll also outline some retirement planning pitfalls to be aware of. All that and more on Solving The Financial Puzzle with Dan Cuprill.

  • August 13th Show

    12/08/2016 Duração: 53min

    This week we'll take your listener questions and discuss what you should do when a financial advisor offers you a "cookie cutter" retirement plan. Later on, we're campaigning to Make Retirement Great Again, but we promise to stick to financial talk. In Tales From The Tax Side, we'll show you how reality TV could possibly relate to tax planning. All that and more on Solving The Financial Puzzle. 

  • August 6th Show

    05/08/2016 Duração: 53min

    This week we'll take your listener questions and discuss whether it's a good idea to hire more than one financial advisor. Later on, we'll list some financial pet peeves, and in Tales From The Tax Side, we'll try to figure out how Mark Zuckerberg pays his taxes. All that and more on Solving the Financial Puzzle with Dan Cuprill. 

  • July 30th Show

    29/07/2016 Duração: 53min

    This week we'll take your listener questions and discuss sending your kids off to college. Later on we'll take a look at the Financial Commandments. Don't worry. They're only four of these. Finally, in Tales From the Tax Side, we'll take a peek into the wallets of the rich and famous. All that and much more on Solving the Financial Puzzle with Dan Cuprill. 

  • July 23rd Show

    20/07/2016 Duração: 53min

    This week we'll take your listener questions and discuss what to do with excess cash. Later on, we'll drop some financial truth bombs and then take a look back at past financial decisions. All that and more on Solving the Financial Puzzle. 

  • July 16th Show

    14/07/2016 Duração: 53min

    This week we'll take your listener question and discuss the controversial topic of annuities. Later on we'll examine the financial lessons that can be learned from the childhood classic jigsaw puzzle. We'll also talk about some outdated financial rules, and In Tales From the Tax Side, we'll do our best to protect prepare you for tax threats that can seemingly come out of left field. 

  • July 9th Show

    07/07/2016 Duração: 53min

    This week we'll take your listener questions and discuss what you should be looking for in an advisor as you prepare to retire. Later on, we'll tackle the tough financial issues facing a spouse after they have lost a loved one as well as the difficult situations women often find themselves in during retirement. In Tales From the Tax Side, it's Harry Potter and the Deathly Tax Bill. Want to know how the Muggles' tax problems relate to the Wizarding World? Listen to find out. 

  • July 2nd Show

    30/06/2016 Duração: 53min

    This week we'll take your listener questions and discuss the pros and cons of buying bonds during this time of market volatility. Later on, we'll give you a brief history lesson on major market meltdowns and how they affected investment portfolios. Finally, in Tales from the Tax Side, we'll examine some interesting ways celebrity run-ins with the IRS. All that and more on Solving the Financial Puzzle. 

  • June 25th Show

    24/06/2016 Duração: 53min

    Dan gets the week off for this show as Financial Coach Nikki Early steps in to educate us about the things people think they're doing right (but they're probably not). We'll also discuss financial profiling, important financial laws and answer your questions on the local listener line.

  • June 18th Show

    16/06/2016 Duração: 53min

    This week we'll take your listener questions and discuss the dread of paying your debts before you retire. Later on, we'll take a look at forgotten financial accounts that could be re-purposed to use your money more efficiently. We'll also talk about people who despite their best intentions often give bad financial advice. Finally, in Tales from the Tax Side, learn how Muhammed Ali's estate might be in for a bout with the IRS.

  • June 11th Show

    09/06/2016 Duração: 53min

    This week we'll take your listener questions and discuss the dangers of reading those "ten stocks to buy now" articles. Later on we'll talk about the different stages of retirement planning and the  financial implications of risk aversion. Finally, In Tales from the Tax Side, what's up with local governments always trying to tax our soda intake? Listen to find out. 

  • June 4th Show

    03/06/2016 Duração: 53min

    This week we'll take your listener questions and discuss life insurance, nursing home care, and retirement planning for divorcees. Later on we'll teach you how to set some financial goals and how to look out for some lies people tell you in the financial planning industry. Finally, In Tales from the Tax Side we'll learn how professional golfer Phil Mickelson found himself financially "in the rough." 

  • May 28th Show

    26/05/2016 Duração: 53min

    This week we'll take your listener questions and try to help you determine how well you can expect your conservative investment account to perform. Later on, we'll show you how parenting and investing are more alike than you might think. We'll take some pointers from the silver screen, and finally, in Tales from the Tax Side, we'll try to determine why some corporate executives are content to work for peanuts. 

  • May 28th Show

    19/05/2016 Duração: 53min

    This week we'll take your listener questions and among other things try to determine exactly what you should do with that chunk of inheritance money from your family. Later on, we'll tackle the problem of planning based on financial estimates. We'll see how good Dan is in a financial pop quiz, and finally, in Tales From the Tax Side, how do gamblers, billionaires, and kings all relate? Listen to find out. 

  • May 14th Show

    12/05/2016 Duração: 53min

    This week we'll take your listener questions and discuss selling your home, cutting losses on bad investments, and the age old question of investing in bond funds versus individual bonds. Later on we'll examine both some constant and changing factors to prepare for in retirement. Finally, in Tales From the Tax Side, we'll tell the tale of two similar yet very different tax returns. 

  • May 7th Show

    05/05/2016 Duração: 53min

    This week we'll take your listener questions and discuss the rule of one hundred, selling your home as you prepare to retire, and the implications of a second marriage on your finances. Nikki Earley joins us later on to talk about key mistakes even the most diligent savers can make. We've also got some good news and bad news for you. But don't worry; we'll give you the bad news first. Finally, in Tales from The Tax Side, estate planning is crucial. Just ask the family of the Artist Formerly Known as Prince. 

  • April 30th Show

    28/04/2016 Duração: 53min

    This week we'll take your listener questions and discuss among other things the best place to invest for income in retirement. We'll also take some tips from the fitness world and learn how they just might make you financially fit. Later on in the show, it's Tales from the Tax Side. Believe it or not, even the President has to pay his taxes, but is he overpaying? listen to find out. 

  • April 23rd Show

    21/04/2016 Duração: 53min

    This week we take your listener questions and tackle some tough issues like when to start drawing Social Security. After that, we'll try our best to de-bunk some financial myths. Finally, on Tales from the Tax Side, how tax havens, Chris Christie, and clogged freeways all go together. And it's not what you may think. Listen to find out. 

  • April 16th Show

    14/04/2016 Duração: 53min

    This week we take your listener questions and discuss among other things a popular financial Catch-22. After that, it's Financial Jeopardy followed by some of the false assumptions small business owners make about their retirement. Finally, on Tales from The Tax Side, how sunny places, shady people, and a Panamanian law firm made many financial miscreants quite wealthy. 

  • April 9th Show

    07/04/2016 Duração: 53min

    This week we'll take your listener questions and discuss commodity investing, life change, and understanding your financial advisor. Later on we'll discuss predicting the market, the dangers of expecting a downturn, and America's third rail in politics, Social Security. Finally on Tales from the Tax SIde, why some presidential candidates' proposed tax plans may not be that far fetched after all. 

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