Archives: Podcasts

Your Tax Return Is a Blueprint — Here’s How to Use It for Better Planning

April 16, 2026

Backdoor Roth IRA Explained: How High Earners Avoid Income Limits

April 9, 2026

Trump Accounts Explained: $1,000 Free for Your Kids…. But Is There a Catch?

April 2, 2026

How to Diversify Concentrated Stock Without a Big Tax Bill

March 12, 2026

The Retirement Spending Myth: Why the 80% Rule Gets It Wrong

March 5, 2026

Why Most People Are Wasting Their HSA (And How to Fix It)

February 26, 2026

The RMD Tax Trap: Required Minimum Distribution Strategies That Lower Lifetime Taxes

February 19, 2026

Tax Filing Season 2026: Last-Minute Planning Moves for Individuals and Business Owners

February 12, 2026

What Would Your Life Look Like if You Designed it Around True Wealth?