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News from the front |Episode 124 |Jan 12/24 

 

• C​hild Tax Credit may get an update prior to filing season​

• Savers Credit- Some taxpayers can receive an extra benefit for retirement saving​

• Passive options for real estate investing

 

News from the front |Episode 125|Jan 19/24 

 

• RBI announces $400M marketing and remodel overhaul for Burger King​

• Health Care Reimbursement Account (HRA)

• Captain Your Own Ship (Financial Ship)

 

 

News from the front |Episode 122 |Dec 29/23 

 

• Bitcoin Exchange Traded Fund. Is it time to get back into crypto?​

• 2024 Budget Tips- Make it easy to implement.​

• New Services- Concierge level tax planning

 

 

News from the front |Episode 123|Jan 05/24 

 

• Energy Credit Recap​.

• Student Loan News​.

• Epstein List- How to make some money from this news item.​ ​

 

News from the front |Episode 120 |Dec 15/23 

 

• Interest Rates - Bond Rates moving up, mortgages moving down​.

• Electric Vehicle Tax Credit News - Tesla and others are on the naughty list​.

• Health Care Expense Planning Why are US citizens foregoing needed procedures?​

 

 

News from the front |Episode 121|Dec 22/23 

 

• Berkshire Hathaway Review- How has the performance been recently? What to expect with Charlie Munger's passing away?​

• BOI Reporting- Is this as big a deal as TikTok'ers make it seem?​​

• Making year-end equipment purchases for tax savings? Consider these observations

 

News from the front |Episode 118 |Dec 01/23 

 

• How will the next presidential election affect your tax rates? A look at proposals from selected candidates​​

• Why playing it "safe" can harm your personal finances​

• Emergency Fund- cash in the bank vs available credit lines

 

 

News from the front |Episode 119|Dec 8/23 

 

• Frugal vs Independent​

• Dave Ramsey's Debt Snowball strategy- is it the best way to pay down credit cards?​

• What if I don’t want to be a landlord? What does Taylor Swift have to say about building wealth?

 

 

 

News from the front |Episode 116 |Nov 10/23 

 

• National Debt Observations​

• I Bond Update​

• Retirement Plan Update

 

 

 

 

News from the front |Episode 117|Nov 22/23 

 

• Dave Ramsey's latest bad financial planning advice- 4% rule is now 8%???

• Taking Social Security at 62- more bad advice from Ramsey Solutions​

• Year-End Planning- Reimbursable Plan Overview

 

News from the front |Episode 114 |Oct 13/23 

 

• Inflation rates and how it affects the consumer​

• Going from $0 to millionaire status​

• Discussion of the value of diversification in investments- Walgreens Stock Case Study​

 

 

News from the front |Episode 115|Oct 20/23 

 

• Business Entities- When do you need one? How many should you have?​

• Hi-Yield Savings Accounts- Overview, Pros and Cons​

• Richest People in America 2023

 

News from the front |Episode 112 |Sept 29/23 

 

• Tik Tok Myth Debunked- Section 643(b)Spendthrift Trust Don’t Work for avoiding income tax​

• Dividend Growth and Getting "Mailbox Money"​

• St Bernard Parish Real Estate Investors- Meeting Recap

 

News from the front |Episode 113|Oct 06/23 

 

• Private Jet Strategy for Big Time Tax Savings​

• Credit Scores and Credit Line Increase Tips to help business and personal liquidity​

• Asset Allocation Discussion- are bonds even necessary?

 

News from the front |Episode 110 |Sept 08/23 

 

• House Hacking- Is it as good as the TikTokers claim for building wealth?​

• Managing 0% Interest Rate Credit Cards- why protecting your personal credit score is important​

• IRS Tax Debt- Consider qualifying for "Currently Non Collectible" status​

 

News from the front |Episode 111|Sept 22/23 

 

• Net Worth- Prioritize getting to your first $100,000 mark​

• Credit Stacking- Overview and how to utilize​

• Permanent Life Insurance- consider the accelerated death benefit​

 

News from the front |Episode 108 |Aug 25/23 

 

• Real Estate Investing Strategy- Short-Term Rental vs Long Term Rental

• Cost Segregation- Myth versus Reality​ and Owning

• Controlling Assets- What works best?​

 

 

 

News from the front |Episode 109|Sept 01/23 

 

• Get out of Credit Card Debt- Ideas for your "Side Hustle"​

• Credit Score Tip- Minimize balance reported to the credit bureaus​

• Crypto Currency Update- Is anyone still optimistic?

 

News from the front |Episode 106 |Aug 11/23 

 

• BRRR Method- How do real estate investors use this? Does it work?​

• Gross Profit Margin- why this is a number you need to know and control​

• What's your "temperature" while investing? Knowing this helps you pick the correct strategies while building and growing wealth

 

 

News from the front |Episode 107|Aug 18/23 

 

• August Rule for Tax-Free Rental Income- Insight on how the IRS determines cost​

• 401k Contributions- when should you contribute instead of using other account types?​

• Hard Money vs Easy Money- when is it better to be an investor vs a CEO?​

 

 

 

News from the front |Episode 104 |July 28/23 

 

• Dividend Snowball- Thoughts on long term effects of investing in a dividend paying stock​.

• Making good purchase decisions on investment property. Are you an investor or a remodeler?​

• Business expense reimbursement with an accountable plan​

 

 

News from the front |Episode 105|Aug 04/23 

 

• Credit Strategies. Business and personal rules to know.

• Build Wealth System- Two important rules

• Protecting Assets- Should you use an LLC or Trust​

 

 

 

News from the front |Episode 102 |July 14/23 

 

• Investment Portfolio Management- When to hire a pro? When to DIY?​

• How do the rich stay rich and the working class stays poor.

• Types of income and the tax disadvantage that keeps you down 3. Pitfall of buying a liability with a liability- New car example​

• Mid Year Tax Planning Suggestions

 

 

News from the front |Episode 103|July 21/23 

 

• W4 Forms- How to update if your tax situation changes

• BGE Intro- How we use the Build Grow Enjoy system to organize your financial life

• Investment Management- Where you should focus for performance evaluation

 

 

 

News from the front |Episode 100 |June 30/23 

 

• Hunter Biden Tax Investigation.

• Concentrate holdings or diversify? What builds wealth better? What protects wealth?

• Assets Feed You, Liabilities Bleed You. Recap of a unique way of viewing assets and liabilites as taught in the Infinity Investing Program from Anderson Advisors

 

 

News from the front |Episode 101 |July 07/23 

 

• Self Directed IRA Overview​

• Wills vs Trusts- Which is best for transferring your assets after death?

• Real Estate Investment Returns- Expected Returns

 

 

 

 

News from the front |Episode 98 |June 16/23 

 

• Infinite Income Concept vs 4% Draw Down Strategy​

• Assets and Liabilities through a different opinion​

•  Diverse Income Streams

 

 

 

 

 

 

 

 

 

News from the front |Episode 99 |June 23/23 

 

• Is Cryptocurrency dead? Does anyone use crypto for daily transactions?​

• Little things adding up to big things. Can credit card cash back rewards increase your net worth?​

• Infinite Banking, Be your own bank, whole life policy loans. Good idea or waste of money?​

 

 

News from the front |Episode 96 |June 02/23 

 

• Employee Retention Tax Credit- IRS cracking down on the scammers​

• Crypto Currency- Good investment or the next​

• Start Up St Bernard Announcement

 

 

 

 

 

News from the front |Episode 97 |June 09/23 

 

• Why do so many Bars fail as a business? How does one make money in that industry?​

• Stock data, what does it all mean for analysis?​

• Summer travel and gatherings- can these be business deductions?​

 

 

News from the front |Episode 94 |May 19/23 

 

• Fixed Rate vs Adjustable Rate Mortgage​

• Risk Discussion in Equity Portfolio. Income vs Asset Value as point of focus​

• Short Term Rentals Compared to Long Term Rental Benefits and Pitfalls

 

 

 

 

 

News from the front |Episode 95 |May 26/23 

 

• Using Bonds for Retirement Income. Is it the best idea? Should you use a bond mutual fund or individual bonds in a laddered portfolio?

• Infinite Income Overview- what is your number

• Certifications and alphabet soup. Which ones are useful?

 

 

News from the front |Episode 92 |May 05/23 

 

• I Bond Rate Surprise | Fixed Rate More Than Doubles​

• Cash is trash? Discussion of cash reserves, equity, and income generation​

• LLC question- why you should form one and how to do it.​

 

 

 

 

 

News from the front |Episode 93 |May 12/23 

 

• $30,000 Decisions vs $3 decisions. Review of some topics in Ramit Sethi podcast and book​.

• Cash is trash, equity not much better follow up. Is a paid off mortgage a good financial move?​

• How good is Warren Buffet and his company Berkshire Hathaway at investing? Should you follow and copy?​

 

 

News from the front |Episode 91 |Apr 21/23 

 

• IRS Withholding Estimator​

• Focus on the important numbers. What gets measured gets managed

• I bond update- Current rate 6.89% Is that a good rate? How you should utilize an I bond in your financial plan.How much should you pay with your estimate?

 

 

 

 

 

News from the front |Episode 91 |April 28/23 

 

• Americans Now Spend More on M*Rijuana Than Chocolate​

• 2023 Dogs Of The Dow List | Top 10 Highest Yielding Dow 30 Stocks Now​

• IRS Tax Debt Resolution - most are scams. Beware

 

 

 

 

 

News from the front |Episode 89 |Apr 7/23 

 

• Dividend Yield- Review of the effect of compounding reinvestments.​

• Delaware Statutory Trusts- How a real estate investor can use these to diversify holdings​

• Know your Numbers- Why this is the primary success factor.

 

 

 

 

 

 

News from the front |Episode 90 |April 14/23 

 

• Tax Due Date 4/18

• State Due Dates​

• How much should you pay with your estimate?

 

 

 

 

 

 

News from the front |Episode 87 |Mar 24/23 

 

• Employee Retention Tax Credit Scams/Aggressive Sales Tactics

• Personal Wealth Building -Getting to the first $100k is critical to overall success

• Infinity Income- Definition and Description

 

 

 

 

 

 

News from the front |Episode 88 |Mar 31/23 

 

• Dividend Yield - what does it mean? How does it effect your wealth?​

• IRS Tax Update

 

 

 

 

 

 

News from the front |Episode 85 |Mar 10/23 

 

• Tax Update- Wheres My Refund Tool​

• How do I build a passive income generating stock portfolio?

 

 

 

 

 

 

News from the front |Episode 86 |Mar 17/23 

 

• Silicon Valley Bank- FDIC protection, the danger of a "Bank Run", and how fractional reserve banking work​

• How much does the average American worker have saved for retirement?​

• Ides of March- Tax Deadline Update​

 

News from the front |Episode 83 |Feb 24/23 

 

• College Savings Alternatives- Education IRA, 529 Plans, I-bonds, Roth IRA​

• Know your Numbers- which numbers do you need to watch?​

• Corporate Transparency Act- Update​

 

News from the front |Episode 84 |Mar 03/23 

 

• Self Directed IRA strategy- Investment Options besides rental real estate. Tax liens, private lending, and more​

• Inflation illustration using a chocolate bar​

• Berkshire Hathaway Annual Meeting Notes

 

News from the front |Episode 81 |Feb 10/23 

 

• IRS Processing Time Update and Telephone Wait Time Update​

• Dave Ramsey Investment Portfolio vs Other Options​

• 2022 Stock Market Results- How do your investments compare?​

 

 

News from the front |Episode 82 |Feb 17/23 

 

• Does Anyone ever lose money in real estate investing? Be wary of the YouTube gurus in this area​

• How Do Millionaires Allocate Their Investments Article Here.​ 

• IRS Update- Refunds Down 11% Compared To 2021

 

News from the front |Episode 79 |Jan 27/23 

 

• IRS turnaround times- is service finally improving?​

• Grant Cardone- says $400k is not enough to live on?​

• Real Estate Market Snapshot

 

 

News from the front |Episode 80 |Feb 03/23 

 

• Building Passive Income with low $$​

• I-Bond Recap​

• Three Fund Portfolio vs other managed portfolios​

• Tax Update- Changes to La calculation, W4 Updates and more​

 

News from the front |Episode 77 |Jan 13/23 

 

• Can Chat GPT Answer Complex Investing and Retirement Questions? Rob Berger: https://youtu.be/EUDgo5T7wBQ

• Using Leverage vs Cash in Real Estate Investments​

• Filing Due Dates Coming Up

 

 

News from the front |Episode 78 |Jan 20/23 

 

• 1% Rule for Real Estate Investing​

• Don’t Quit Your Day Job(when starting something new)​

• There is more money in being a shovel seller, than a shovel user​

 

 

 

News from the front |Episode 75 |Dec 16/22 

 

• Senator Cassidy pushes for Income Tax Relief for Hurricane Ida victims​

• Year-End Quick List for Tax Savings

• Year-End Bonus for Tax Payments

• 2023 Budget Plan using QuickBooks

 

 

News from the front |Episode 76 |Jan 06/23 

 

• Secure Act 2.0​

• Trump's Tax Returns- Anything to see?

• IRS Collection Bots Have Amazing First Year​

 

 

 

 

News from the front |Episode 73 |Dec 02/22 

 

• Fixed Asset Tracking Feature in QuickBooks

• Marginal Tax Rate vs Average Tax Rate Explanation​

 

 

News from the front |Episode 74 |Dec 09/22 

 

• Don’t get complacent in your Business. Never take your foot off the gas​

• Trump Tax Fraud Conviction Discussion​

• 1099 For Venmo?

 

News from the front |Episode 71 |Nov 18/22 

 

• The New Tax Table Update!

• Huge News on the FTX Crypto Collapse- Billions of $$ Vanished

• Covid Penalty Relief for Disaster Areas Still Available!

 

 

News from the front |Episode 72 |Nov 25/22 

 

• Is it worth the 1% fee to hire a financial planner?​

• Sales- The more hands you shake, The more you make​

• Accepting Credit Cards- When should you charge a "Convenience Fee"​

 

News from the front |Episode 69 |Nov 4/22 

 

• Balancing Tax, Business, and Asset Protection​

• New I bond rate- 6.89%​

• Real Estate Investing- Grow fast, or slow and steady​?

 

 

News from the front |Episode 70 |Nov 11/22 

 

• Crypto Currency- Will it ever be practical? Is it a Ponzi scheme?​

• Retirement Plan Options Recap​

• Accounting – Is insourced or outsourced the best option?​

 

News from the front |Episode 67 |Oct 21/22 

 

• ERTC update- fax solicitations, sales emails etc.​

• Kabbage getting sued for improper PPP loans​

• Paying for Financial Advice- is 1% a fair price​

 

News from the front |Episode 68 |Oct 28/22 

 

• Maximize your business travel deductions​.

• Year-End Tax Planning​.

• Blue Folder Recap.

 

 

News from the front |Episode 65 |Sept 30/22 

 

• Hurricane Ian-Disaster Assistance for Florida Residents

• Three Legged Stool- Clint Coons book "Next Level Real Estate Asset Protection

• QBO Right Tool​

• Stock Market Update- Big volatility​

 

News from the front |Episode 66 |Oct 7/22 

 

• New ability to e-file 1099 forms directly with IRS​

• Crypto Currency, NFT, etc- How to use the "Greater Fool Theory" to make money​

• Tyreek Hills State Tax Liability

 

 

News from the front |Episode 63 |Sept 16/22 

 

• Tax Deadlines- Extended Deadline for Individuals October 15​

• Business Tax Planning – C Corp vs S Corp. When is double taxation, not a bad thing?​

• Renting Virtual Land- Ponzi scheme or legitimate investment opportunity​

• Employee Retention Tax Credit Update

 

News from the front |Episode 64 |Sept 23/22 

 

• Forming an LLC when you need to an attorney vs DIY​

• Why are small businesses struggling to hire employees?​

• Don’t trust Wall Street - :) Clip from Wolf of Wall Street.

 

 

News from the front |Episode 61 |Sept 2/22 

 

• Control of your investments? SDIRA vs brokerage accounts vs company plan.

• ​QuickBooks pricing changes and updates? More reasons than ever to hate Intuit

 

News from the front |Episode 62 |Sept 9/22 

 

• Is Rental Real Estate management really passive? Or is it hard work?​

• LLC Fomalities- Why its important to stay in good standing with the Secretary of State? Liability

News from the front |Episode 59 |August 19/22 

 

• Football Analogy- Defense wins championships. Many business owners are good at making money but not at keeping it. Creditors, taxes and more can cause failure​.

• Real Estate has out performed stocks, gold and bonds over the last 12 months​.

• Update on Inflation Recovery Act (LOL) but there are some tax credits available

 

 

News from the front |Episode 60 |August 26/22 

 

• What is a holding company? How do I use it in my overall plan?​​.

• Prioritizing Savings- Rule of Thumb from JP Morgan Asset Management​.

• Non Public REITs- solid investment or a Ponzi Scheme?​.

• $10,000 Student Loan Foregiveness Update

 

 

 

News from the front |Episode 57 |August 5/22 

 

• Lines of Credit vs Credit Card and why to apply now.

• Inflation Reduction Act- Increase IRS funding by $80 Billion to harass small business. owners​.

• ERTC scams. The credit is good but the refund mills are exaggerating things

 

 

News from the front |Episode 58 |August 12/22 

 

• Inflation Reduction Act???​.

• Charging Order Protection- does your LLC provide it in the event you get sued?​.

• Starting out in Real Estate Investing- Should I sell my house to my S-corp?​.

• Beginning Stock Market Investor- what should I buy first?​.

 

 

News from the front |Episode 55 |July 22/22 

 

• Sale of Rental vs Sale of a Flip Property​ 

• 3 Fund Portfolio, 60/40 rule and other stock market observations​

• Summer Vacation Season- organize your trips to maximize tax savings​

 

 

 

News from the front |Episode 56 |July 29/22 

 

• Revocable Living Trusts- a strategy for creating generational wealth​

• Limited Liability Companies vs Corporations​

•  Retirement Plan Beneficiary Review ​

 

 

 

 

News from the front |Episode 53 |July 8/22 

 

• ​Schedule C and S Corporation Checklist

 

 

 

 

 

 

News from the front |Episode 54 |July 15/22 

 

• How is my social security benefit calculated? Is it easy to increase?​

• Beware ERTC scams- update ERTC page on website

 

 

 

News from the front |Episode 51 |June 24/22 

 

• Analyzing real estate investments- 1% rule

• Investing in a recession- focus on the dividends since they are "real"

• S Corp vs C Corp at current tax rates

• Blue Binder- organizing financial documents 

 

 

News from the front |Episode 52 |July 1/22 

 

• When to start taking social security benefits. Early – FRA – Or delay until 70​

• Housing prices- are they going up or going down?​

• What to look at in mid year updates  

 

 

News from the front |Episode 49 |June 10/22 

 

• New Where is my Refund Tool?

 

• IRS Mileage Rate 62.5 cents/mile​.

 

• ROI on rentals or businesses. Unintentional Philanthropy?

 

 

 

News from the front |Episode 50 |June 17/22 

 

• Recession on the way- Diversified Income Streams​.

• Stock Market Volatility- what causes it? Earnings and DCF.

• What can I do to avoid Volatility?​

• Is now a good time to invest? What should I do if I am just starting out?​

• Client Accounting Discussion- law firm trust accounts in QuickBooks

 

News from the front |Episode 47 |May 27/22 

 

• Stock Market is down, is now the time to rebalance my portfolio?
• Security by Obscurity- create a layer of protection using trusts to own real estate.​

• Paying a mortgage off early, Paid of Property vs Debt Destruction by Inflation​

News from the front |Episode 48 |June 3/22 

 

• Revocable Living Trusts – why do you need one?​

• Simplifying investments- how much diversification is too much?​

• Crypto Currency- whats the real value of Bitcoin, Ethereum etc?

 

News from the front |Episode 45 |May 14/22 

 

• Crypto Market Implosion- what you can do to capitalize.​
• More in-depth discussion of I-bonds.​

• Kohlers Trifecta for organizing business entities.

 

News from the front |Episode 46 |May 21/22 

 

• Why is it important to "Know Your Numbers"​

• HRA overview​

• Stock market recap- Roth conversion? Rebalance?

 

 

News from the front |Episode 43 |April 22/22 

 

• Health Savings Accounts- Multiple benefits. Highly recommended if you are eligible​.
• Tax Season Update- backlogs at IRS seem to be working themselves out and refunds for current year seem faster than normal in many cases​.
• Like Kind Exchange- Delaware Statutory Trusts and benefits for property with accumulated depreciation

 

4News from the front |Episode 44 |April 30/22 

 

• I-bonds- Interest rates over 7% and climbing​

 

 

• SSI Recipients eligible for low-cost internet.

 

 

•  Side Hustle + Job or Just go for it?​

 

 

 

 

 

 

 

 

News from the front |Episode 41 |March 25/22 

 

• Presidential Disaster Area update and Qualified vs Non-Qualified
• IRS backlog to be cleared by the end of 2022 Commissioner to Congress: IRS will clear the backlog by year’s end (thetaxadviser.com)​
• Refi till ya die- how to use increased asset values to provide the cash you can use, tax-free​
• Investing in Opportunity Zones- ways to save on capital gains tax

News from the front |Episode 42 |April 1/22 

 

• Elon Musk's Twitter comments about Taxes.​

 

• New Tax proposals by Biden

 

• Asset Ownership or Control of Assets. What do you really "own" with a paid off property?

 

 

 

 

 

 

 

 

 

News from the front |Episode 39 |March 11/22 

 

• ​Crypto Update- decreased value, effect of Ukraine invasion, crypto millionaires. What about gold, or US Dollars?
• Social Security Retirement Benefits- take as soon as eligible or wait? Whats the best way to use this income insurance?​
• Low cost ways to start your $1mm Roth and progress to high growth potential investments

 

 

 

News from the front |Episode 40 |March 18/22 

 

• IRS Casualty Loss Deductions- Hurricanes and other updates​

• Maintaining control of your assets to grow your numbers. Warren Buffet vs ANY Wall Street endorsed investment advisor​

• Inherited Roth IRAs. The Best way to withdraw money and stretch out the tax savings​

• More Crypto News- big losses in value lately. Why?

 

 

 

News from the front |Episode 37 |February 25/22 

 

• ​New Business Entity Decision. Sole Proprietor or S-corp
• Know Your Numbers. Commit to Daily Review and Action
• 1% rule in real estate
• Work in Progress- 6 rules for Successful Business Growth

 

 

News from the front |Episode 38 |March 4/22 

 

• Retirement income planning- Roth, 401k etc or something entirely different (rentals)

• Know your numbers. Commit to daily review and action- my example with monthly accounting

• Form 8915 F for 2nd portion of qualified retirement plan distributions taken in 2020

 

 

 

News from the front |Episode 35 |February 18/22 

 

• IRS: Update Page For Filing Issues​

 

 

 

 

 

 

 

 

News from the front |Episode 36 |February 11/22 

 

• IRS Update- Still have many forms in draft mode. Not many current year returns can be filed(8879, efile and more)​

• Casualty Loss- Hurricane Ida vs Other Casualty Losses​

• Reverse Mortgage- Similar to what real estate investors do when they harvest equity from rental property

 

News from the front |Episode 33 |February 4/22 

 

• Metaverse – Amazed at how people find ways to make money. There is always a way​.
• 100% Meals Deduction​.
• Office in Home Deduction And Increased Auto Expense​.
• Child Tax Credit example of the "loan" and effect on tax refund. Similar to Bobby Schroeders example on Facebook​.
• Roth IRA- Vacation Home Strategy​.

 

News from the front |Episode 34 |January 28/22 

 

• IRS Backlog Issues and New Problems. Advanced Child Credit

• 1099 and Other Form Deadlines.

• Crypto Headaches on Tax Filing

• Dangers of "If I can't pay for it, I don’t need it"

 

 

 

 

 

 

News from the front |Episode 31 |January 22/22 

 

• Crypto gains discuss the difference between speculation and investing.
• Tax Season Starting Monday January 24
• Ownershipof land - What do you really "own" after considering property tax and other obligations. Answer - the right to use the property to make money.

 

News from the front |Episode 32 |December 17/21 

 

• How is the real estate market?.
• Corporate Tax Observations.
• Year End Accounting Stuff.

 

 

 

 

 

News from the front |Episode 29 |December 3/21 

 

• Cost of living well index​.
• BBB no more back door roth after 12/31​. 
• Year-end inventory no-no​.
• Roth strategy for a vacation property.

 

News from the front |Episode 30 |November 19/21 

 

• Real vs Historical dollars vs Nominal dollars​
• Reduction of the Maximum Individual Income Tax Rate | Louisiana Election Results: Tax Reform Ballot Measures.

 

News from the front |Episode 27 |November 12/21 

 

• Intro to new service Self Directed IRA.
• Intro to Crypto Currency and ways to invest​.
• Important Deadline Reminders solo 401k.

 

 

 

News from the front |Episode 28 |November 5/21 

 

• 9/28/21 Recovery Rebate "MISCALCULATION" Letter from IRS​.

• Year End Planning Alert- Opportunity Zone Deadline 12/31/2021​.

• Productivity Tip- Atomic Habits 1% Improvement Ilustration.

News from the front |Episode 25 |October 29/21 

 

• Build Back Better- Scrapped Changes to IRAs and 401ks​.

• Easy business ideas for your side. 

• Check tax withholdings.Productivity Tip-

 

 

 

News from the front |Episode 26 |October 22/21 

 

• $1,000,000 IRA Is it enough?​

• Banks/IRS transaction sharing. What happened to the 4th amendment?.roductivity Tip-

 

 

 

Check out our blog for more content to help achieve financial freedom. As we learn new things we frequently share and discuss. We offer something for everyone through various pod casts, blog posts and emails.