106: What Women Need to Know About Bitcoin with Marianne Borneman
Release Date: 02/15/2025
110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall
Take Back Retirement
Our hosts Stephanie McCullough and Kevin Gaines sit down with Steve and Jill Marshall of Silver Path Consulting to discuss all things future care, from housing, to finance, to family support. Jill and Steve lament the current lack of societal preparedness for a growing senior population, often referred to as a “silver tsunami” that’s growing bigger each year. They stress the importance of starting early discussions about aging within families, the benefits and drawbacks of different living arrangements, and an effective way to handle comprehensive information and resource...
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Take Back Retirement
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108: Retire on Your Own Terms – Or Don’t! (rerun)
Take Back Retirement
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107: Exploring the Psychology of Retirement with Dr. Meir Statman
Take Back Retirement
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106: What Women Need to Know About Bitcoin with Marianne Borneman
Take Back Retirement
Picture a world where your money isn't controlled by any government, but rather exists in the form of digital code. That's the idea behind Bitcoin and cryptocurrency, where freedom meets cryptography, and transactions are recorded transparently on a blockchain. But we get it–to those looking to add cryptocurrency to their portfolio, the subject of decentralized finance can be pretty intimidating. Our hosts, Stephanie McCullough and Kevin Gaines break it down with special guest Marianne Borneman, founder of Access Tax Solutions, the home of Real Clear Tax Advice. They look into...
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105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury
Take Back Retirement
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104: How to Invest When the World Feels Dangerous
Take Back Retirement
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Take Back Retirement
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102: What Women Need to Know about Avoiding IRA Nightmare Stories with Denise Appleby
Take Back Retirement
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101: What Women Need to Know (and Do) About Estate Planning with Your Friend the Lawyer, Pam Starsia
Take Back Retirement
Our hosts Stephanie McCullough and Kevin Gaines sit down with Pam Starsia, who swapped her corporate lawyer gig for the world of estate planning, and now runs a firm alongside her husband. Once a pro in high-stakes mergers and acquisitions, Pam’s now all about creating personalized, relationship-focused estate plans. Listen in as she takes us through the sometimes-tricky and always-emotional landscape of family legacy planning. “If you have the resources to pay for help, do so. You deserve it.” Pam unpacks the Personal Family Lawyer model she follows, which emphasizes the...
info_outlinePicture a world where your money isn't controlled by any government, but rather exists in the form of digital code. That's the idea behind Bitcoin and cryptocurrency, where freedom meets cryptography, and transactions are recorded transparently on a blockchain.
But we get it–to those looking to add cryptocurrency to their portfolio, the subject of decentralized finance can be pretty intimidating. Our hosts, Stephanie McCullough and Kevin Gaines break it down with special guest Marianne Borneman, founder of Access Tax Solutions, the home of Real Clear Tax Advice.
They look into how Bitcoin differs from traditional money, dissecting its digital nature and the security measures you need to protect your assets. From choosing reputable digital wallets to setting up complex passwords, they guide us through safeguarding your investments in this new financial frontier.
Understanding the tax implications of your Bitcoin transactions is essential to avoid unwanted surprises. Our hosts and Marianne share practical scenarios illustrating the importance of documenting every purchase and sale, and how using Bitcoin as a gift or payment can impact your tax obligations. Whether you hold physical assets or prefer investing through ETFs, they explain how these choices affect your tax strategy and what to watch out for in terms of legal and security challenges.
Ever wondered what it takes to mine Bitcoin or why it's often compared to gold? They dive into all that, including where it actually derives value from. They explore the concept of scarcity and how collective belief underpins currency value, drawing parallels between Bitcoin and precious metals like gold. In wrapping, they discuss the most common frauds and scams to watch out for as you navigate the world of crypto!
Key Topics:
- “What the Heck is Bitcoin?” (0:25)
- How Safe is Crypto? (07:50)
- How to Use Cryptocurrency (11:21)
- Crypto and Taxes (18:35)
- Owning Physical Assets Versus ETFs (30:16)
- Common Crypto Scams (33:36)
- Bitcoin Mining (47:41)
- When Does a Crypto Transaction Qualify as a Taxable Event? (54:51)
- Where Does Bitcoin Derive Value From? (59:58)
Resources:
- Learn more about Kathleen Marianne Borneman and her services here
- Take Back Retirement #83: Combatting Fraud and Protecting Your Financial Future with AARP’s Kathy Stokes
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You can find the transcript and more information about this episode at www.takebackretirement.com.
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