The Taxman Answers Your Questions
Friends Talk Money Podcast
Looking for help this tax season? The Friends Talk Money team welcomes IRS spokesperson Eric Smith to discuss important tax changes and tax planning strategies. As a trusted tax accountant for the IRS, Eric breaks down the difference between tax credits and deductions, and shares valuable insights into new tools ‘direct file’ and ‘free file’ and other crucial matters that could affect your finances. Listen for more informative tips on how you should navigate the complex world of taxes!
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How to Rebuild Your Finances After a Disaster: Insights from Mitchell Freedman
Friends Talk Money Podcast
Rebuilding your finances after a disaster can feel overwhelming, but you're not alone. The Friends Talk Money crew sits down to learn more from Wealthramp-network advisor Mitchell Freedman, CPA/PFS, who’s lived through this before himself. His personal and practical tips on preparing for and recovering from financial crises are invaluable. Mitch highlights how working with a fee-only fiduciary financial advisor can help those affected by a disaster recover financially. Listen to learn more!
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Retirees: Are You Taking too Much Risk With Your Investments?
Friends Talk Money Podcast
Worried whether the stock market is too risky for your retirement money? You’re not alone! We’re going to help you decide how to sleep at night and still invest so you’re money’s working for you. Tune in as the Friends Talk Money team chats with Jim Stack from to uncover smart strategies for navigating your retirement journey.
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Is a Roth Conversion Right for You? Guest Larry Kotlikoff Helps You Decide
Friends Talk Money Podcast
Thinking about a Roth conversion but not sure if it's the right move? The Friends Talk Money team breaks down six key things you need to know before making a decision! From tax implications to future benefits, we've got you covered. Curious about how a Roth conversion could impact your financial future?
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How to Get Your Finances Organized in 2025
Friends Talk Money Podcast
The Friends Talk Money team is here to help you start 2025 off right! From organizing your important documents to aligning your investments with your goals, we've got the tools and tips you need for a successful financial year! What financial goals are you going to cross off your list this year?
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Answers to The Big Questions for the Second Half of Life With Debra Whitman, PhD
Friends Talk Money Podcast
Debra Whitman Chief Public Policy Officer, AARP joins the Friends Talk Money crew to give us a glimpse into her latest book, ‘The Second Fifty’. Dive into the conversation as Richard, Pam, and Terry discuss the big questions about health, wealth, and longevity in midlife and beyond. What’s the biggest question you have about navigating this new chapter? Listen to learn more!
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Kickstart Your New Year: Essential Financial Tips for a Better Life
Friends Talk Money Podcast
Ready to make 2025 your best financial year yet? The Friends Talk Money team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success in the new year. Unlock Your Financial Future - Begin by consolidating all your year-end IRA statements and harness the power of an online RMD calculator to determine your 2025 minimum distributions. This crucial step ensures you’re setting aside the right amount for a secure future. Refresh Your Records - Keep your IRA beneficiaries up-to-date to safeguard your legacy. ...
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Charitable Giving 101: Year End Tax Tip & Maximize Your Impact
Friends Talk Money Podcast
It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But how do you choose the right charities, align donations with your values, and maximize tax savings? Terry, Rich, and Pam share tips on vetting charities and questions to ask your financial advisor. Tune in and join the conversation!
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Expert Tips for a Secure Retirement with Christine Benz
Friends Talk Money Podcast
Ready to unlock the secrets to a fulfilling retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling author, Christine Benz! Christine shares some insights on what truly makes retirees happy, how to navigate healthcare choices and the impact of social security on your budget. Plus, you’ll hear what Christine says about getting a second pair of eyes from a qualified financial advisor can provide you peace of mind throughout your retirement. Learn more in this week’s episode and be sure to check...
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Unlock Medicare: Your Guide to Open Enrollment with Philip Moeller
Friends Talk Money Podcast
Medicare open enrollment starts now, and this year things could get a little tricky. Good news! We have three of the country’s top Medicare experts co-hosts, Richard & Terry right here, and we’re joined by Medicare special guest, Philip Moeller, author of Get What’s Your’s for Medicare. Phil walks us through some of the most confusing new changes and offers some helpful tips to avoid costly mistakes. Don’t wait to make changes! Have you reviewed your plan options yet?
info_outlineLooking for help this tax season? The Friends Talk Money team welcomes IRS spokesperson Eric Smith to discuss important tax changes and tax planning strategies. As a trusted tax accountant for the IRS, Eric breaks down the difference between tax credits and deductions, and shares valuable insights into new tools ‘direct file’ and ‘free file’ and other crucial matters that could affect your finances. Listen for more informative tips on how you should navigate the complex world of taxes!