Solving The Financial Puzzle

This week, we'll take your listener questions and discuss investing in annuities, vacationing in retirement,  and comparing your retirement portfolio to those of others. In Women & Wealth, we take a look at the dangers of analysis paralysis. Finally, in Tales from the Tax Side, how in the world do politics, magic tricks, and tax plans go together? Listen to find out. 

This week we'll take your listener questions and discuss Social Security, opting out of annuities, and looking after your parents in retirement. In Women & Wealth, we'll take a look at five ways to become more financially engaged. Finally, in Tales from the Tax Side, discover what Sally Field, Chris Rock, and the Oscars all have to do with taxable gifts. 

This week we take your listener questions and discuss pension funds, social security, and the election season. In Women & Wealth, advisor and wealth coach Nikki Early shares with us ten things she wishes all women knew about money and finances. Finally, in Tales from the Tax Side, we share a story of tax planning done right. 

This week, we take your listener questions and address the looming issue of three decades of unemployment, also known less menacingly as retirement. On Tales from the Tax Side, sometimes it pays to be rat. How does that relate to my financial plan? Listen to find out!

This week, we'll take your listener questions and discuss adjusting your portfolio in a volatile market, replacing your pension, and the tax implications of a 401K rollover. In Women & Wealth, we'll take on some of the common myths in financial investing. Finally, in Tales from the Tax Side, it's men, boys, price, and toys...how a bright-red Ferrari could prove costly in estate taxes. 

This week we'll take a look at your questions regarding inheritance and outsmarting the stock market. We'll also discuss investing in times of tragedy and some red flags to look out for when selecting your personal financial advisor. Finally, on Tales From the Tax Side we'll discuss the importance of coming up with a game plan when preparing to tackle the IRS. 

On this week's show we answer your questions about "safe" money, paralysis by analysis and taking investing advice from CPAs. Nikki Early joins the show to fill us in on some of the financial challenges that women face. We analyze the wrong questions that investors tend to ask. And on Tales From The Tax Side we're tackling Bernie Madoff and Ponzi schemes.

On this week's show we're talking about great expectations in the financial world, plus what you need to know about predictable income in retirement. We'll answer your questions about the stress the recent market decline has caused you, life insurance concerns and how to get a tax free retirement. On Tales From The Tax Side we'll spin garbage into gold, sort of.

How do you decide what mutual fund to buy? What are the tax implications of a large windfall of money from the sale of a home? Can you plan your retirement all through a spreadsheet? We'll answer all those listener questions and tell you how to watch out for unscrupulous advisers. Plus, does Dan agree or disagree with some recent intriguing statements made by some high-profile folks in the financial world. And of course, we'll have Tales From The Tax Side this week, featuring The Alamo!

On this week's show we'll cover strategies for investing in a bear market and answer your questions about Roth conversions while you're unemployed and whether you should follow your broker's advice to "chill out." We'll talk in depth about why Wall Street makes things so complicated and Dan will bust some retirement planning myths. And don't miss Tales From The Tax Side this week... It features great quotes from Reagan, Nixon, Bush, Carter, Lincoln and Perot. And a bonus this week, find out how you can get Dan's free report "Tax Free Retirement".

On this week's show we'll analyze the lies we tell ourselves and address some of the key planning tips for couples. We'll answer your questions about putting your kids on the payroll, what to do about the recent stock market correction and catch-up provisions in retirement savings plans. Plus, on Tales From The Tax Side we'll learn about tax saving advice from the financial elite.

On this week's show we discuss some of the half truths of the financial world. These are things that financial professionals are known to say, but only tell half the story. Dan helps us peek behind the curtain to get the full truth. We're talking about supermodels on Tales From The Tax Side, answering your questions about immediate annuities, severance packages and how to leave a legacy without bankrupting your own retirement. And lastly, speak, sit and (401k) rollover.

On this week's show we wish you a Happy New Year! And from a financial standpoint we'll talk about some of the financial resolutions you might want to make this year. We'll also examine some of the excuses people make for their bad financial decisions and answer your questions about RMDs, annuities and what to do if you make too much money to contribute to a Roth. Plus, on Tales From The Tax Side, we'll hear about how the Grinch saves a ton of money on his taxes...

On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional IRAs. We'll show you how estimating your way through a retirement plan can go wrong. Sinbad, Val Kilmer and Nick Cage all make appearances in Tales From The Tax Side. Kick back and enjoy the show while you enjoy the holidays!

Now that the Fed is raising interest rates, how does Dan think equity markets will react? On this show we'll also answer your questions about personal and small business taxes and we'll go over some of the essential things for you to think about when it comes to constructing a proper income plan. In Tales From The Tax Side we'll look at some not-so-ethical IRS agents who will make Santa's naughty list this year. Speaking of which, Merry Christmas and Happy Holidays to you all. Enjoy the show!

On this week's show we'll let you know what questions you should ask your current adviser, or even one you're thinking about working with for the first time. In Tales From The Tax Side, we'll learn why Uncle Sam knows when to "hold'em". We'll analyze some thought provoking statistics about Baby Boomers and answer your questions about vacation homes, Roth IRA alternatives and being your own broker. Hear about all that on this week's Solving The Financial Puzzle.

How do you decide what mutual fund to buy? What are the tax implications of a large windfall of money from the sale of a home? Can you plan your retirement all through a spreadsheet? We'll answer all those listener questions and tell you how to watch out for unscrupulous advisers. Plus, does Dan agree or disagree with some recent intriguing statements made by some high-profile folks in the financial world. And of course, we'll have Tales From The Tax Side this week, featuring The Alamo! Enjoy the show.

On this week's show we'll answer your questions about last-to-die life insurance, planning for potential nursing home costs and the right time to take social security. Plus, Michael Jordan is the subject of Tales From The Tax Side. And we'll use some uncommon sense to talk about how you can better prepare for your financial future. All that and more on this week's Solving The Financial Puzzle. (And by the way, Happy Thanksgiving).

This week we answer your questions about limited options in 401ks, the different types of life insurance and how to tell if your broker is suggesting something to you just so they get a commission. And how big of an impact can procrastination have on your financial future? We'll also cover some of the financial "rules" you need to know (or not follow). And would you sell a body part for a new car? Learn about that story in this week's "Tales From The Tax Side." It's all apart of this week's Solving The Financial Puzzle.

This week we'll answer listener questions about Roth IRA conversions and leaving an old 401K with a former employer. Plus we'll listen to some of the things the voice of wisdom says, so we can drown out the voice of greed. In Tales From The Tax Side we'll talk about Coca Cola. And we'll talk about the all-important Financial Red Zone. Don't know what it is? Then you need to listen this week!