Category: Wealth Matters with Debbie Taylor
Videos
December 3, 2019: Wealth Matters: “6 Ways to Diversify Your Portfolio”
Debbie offers advice on ways to diversify your portfolio. Start the new year right! For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”
Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”
Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 14, 2019: Wealth Matters: “8 Legitimate Tax Loopholes You May Be Missing”
Today, we talk about taxes and retirement accounts and the relationship between the two. How do taxes affect different retirement accounts like a 401(k) vs a Roth 401(k) and a Traditional IRA vs. a Roth IRA? Listen now to learn more about what you can do to minimize your tax payout. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 7, 2019: Wealth Matters: “6 Ways to Make College More Affordable”
Today we have with us guest Paula Bishop! She is a CPA and Financial Aid for College Advisor. Her expertise is working with families to develop strategies on how to pay for college, and to find the best college for their student at the lowest cost to the family. She has been a practicing CPA for the past 35 years which allows her to combine her tax knowledge with the complexities of the financial aid system.
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September 23, 2019: Wealth Matters: “Preparing for the 2020 Medicare Annual Election Period”
** AUDIO MALFUNCTION — SKIP TO 6:26 ** Today, we are happy to have guest Danielle Roberts join us. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their plan decisions. She has specialized in Medicare-related insurance products for over 14 years and is a member of the prestigious Forbes Finance Council. Danielle tells us what to look out for going into the 2020 Medicare Annual Election Period to help you better prepare.
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August 19, 2019: Wealth Matters: “Peter Cedeno – Matrimonial Attorney in NY & NJ”
On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those involved and the approach to these situations must be handled in a certain way.
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August 12, 2019: Wealth Matters: “Last Stage of Retirement”
Today, Debbie gets into retirement and IRA planning. When you’re 70 1/2 you will need to know about: RMD’s QCD’s Step Up in Basis Gifting SECURE Act And much more!
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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!
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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 have. Retirement Plans: – Traditional IRA and Roth IRA – 401(K) and Roth 401(K) – Combination?
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