Latest episodes
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, ...
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, including estate tax limits, the alternative minimum tax, expanded uses ...
Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable ...
What Pickleball can teach us
about retirement…hear us out!
RISA® | 24 November 2024
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What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What we're talking about
What is an asset allocation? And why is it important?
Tax considerations when
delaying social security
What is an asset allocation? And why is it important?
Tax considerations when
delaying social security
Topics we've covered
What you’re talking about
Moving forward in your retirement journey
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