Archives: Podcasts

Retirement Cash Reserves in 2026: How Much Is Enough?

February 5, 2026

The 2026 Gift Tax Rules Explained: How to Gift Cash, Stock, and Family Loans Correctly

January 29, 2026

How Much Can You Spend in Retirement? A Smarter Take on the 4% Rule

January 23, 2026

Tax-Efficient Investing 2026: How to Cut Your Tax Bill by Thousands This Year

January 15, 2026

financial planning on a computer

Retirement Planning 2026: The January Decisions That Shape Your Future

January 9, 2026

How Tax-Aware, Long-Short (TALS™) Helps You Reduce Taxes and Stay Invested (The Full Series)

December 31, 2025

How To Effectively Use Roth Accounts Before and After Retirement

December 11, 2025

How Long Will Your Money Last? The Real Math Behind Retirement Success

November 26, 2025

How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent

November 13, 2025

Gift Smarter: Tax-Wise Giving to Family and Charity

October 23, 2025

Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short

October 9, 2025

Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies

September 25, 2025

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