Episodes

We're digging into a topic that's become even more important in recent years, inheriting IRAs from a non-spouse, and how the Secure Act 2.0 has changed the game. I'm gonna break this podcast down into three sections. First, the new rules, second, the tax implications, and last, the planning. So let…

A severance agreement can look like a simple exit packet, but it’s often the most consequential contract you’ll sign in your career. When you’re laid off, fired, or caught in a reduction in force, the pressure to “just sign a...

Your phone is lighting up, the headlines are relentless, and the market feels like it’s swinging with every update. When geopolitical conflict ramps up and oil prices jump, the most common investor impulse is also the most da...

A tax bill for gains you never saw coming can sour an otherwise smart investment. We pull back the curtain on mutual fund capital gain distributions and show how manager trades, investor redemptions, and year-end timing can l...