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Podcast Categories: Advanced Tax Strategies

Advanced Tax Strategies

Real Advice for Real People

Each week I explore topics that effect your future. Taking the mystery out of finance.

Featured Episodes

How to use your After-Tax 401k Contributions

Education Savings

Education expenses are exponentially on the rise. Proper savings strategies can lessen the burden when the time comes to pay tuition.

5-Minute Savings for Kids

Many parents want to set their kids up for success and support them on their life journey. With the memory of establishing 529’s at the forefront, the thought of...

Recent Episodes

How to Invest in the Current Market Environment

Is the current market environment a suitable area to invest in? Make sure you have your investing timeline sorted out before investing!

Which Account Do I Use First?

When it comes to saving, we have a lot of choices on where to put those dollars. Let’s break down exactly what to do first.

Independence Day: Are you Financially Free?

Traditional 401k vs. Roth 401k – Which is truly better?

Choosing between Traditional and Roth 401k? There are benefits to both. A Traditional 401k offers tax-deferral with pre-tax contributions and you pay tax on the withdrawals. By contrast, a...

Masterclass: ETF vs. Mutual Funds (Part 2)

Want to know all the differences between ETFs and Mutual Funds? You’re in the right place as we discuss all the nuances and which is better for you.

Should I Pay Down my Mortgage?

Are you torn between paying down your mortgage or investing your extra cash? There are many emotional and financial aspects of this decision. While numbers favor high-yield savings accounts...