Videos

Debra Taylor – Radio Interview “Our Town” – April 8th, 2020

Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, was interviewed about the recently passed stimulus bill effecting all of us around the country. She discusses her thoughts on it and how we can all benefit from it in the coming months.

Videos

September 16, 2019: Wealth Matters: “5 Tips on Building Wealth with IRAs”

Today we get into all things IRA: What is an IRA? What are the types? How does it affect people in different tax brackets? What are RMDs? Are there additional taxes I need to worry about? What is so good about the Stretch IRA? And much more!

Videos

August 5, 2019: Wealth Matters: “4 Stages of Retirement “

Many people start planning for retirement too late. Planning for retirement no matter how young is important an nothing but beneficial. You need a plan that takes into account future taxes and distributions. Your distribution amounts will vary depending on the type of retirement account you …

Videos

Industry Changes: Investment News Interview

Watch this video to hear Debbie Taylor and Matt Ackerman of Investment News on how the financial services industry has changed and what Taylor Financial Group has done to succeed.