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Nội dung được cung cấp bởi Westwood One Podcasts and Cumulus Providence. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Westwood One Podcasts and Cumulus Providence hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Deductible Medical Expenses
Manage episode 436341023 series 2280163
Nội dung được cung cấp bởi Westwood One Podcasts and Cumulus Providence. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Westwood One Podcasts and Cumulus Providence hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Americans are always seeking opportunities to save on their taxes, and with healthcare costs for retirees continuing to rise, medical expenses are an often untapped area for tax savings. Donna and Nathan discuss how to identify which medical expenses are deductible, and which are not. Also on MoneyTalk, questions you should ask your financial advisor, and some unique retirement lifestyle choices.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
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Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
71 tập
Manage episode 436341023 series 2280163
Nội dung được cung cấp bởi Westwood One Podcasts and Cumulus Providence. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Westwood One Podcasts and Cumulus Providence hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Americans are always seeking opportunities to save on their taxes, and with healthcare costs for retirees continuing to rise, medical expenses are an often untapped area for tax savings. Donna and Nathan discuss how to identify which medical expenses are deductible, and which are not. Also on MoneyTalk, questions you should ask your financial advisor, and some unique retirement lifestyle choices.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
…
continue reading
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
71 tập
Tất cả các tập
×Henry Ford is credited for his innovative use of the assembly line, his obsession with maximizing efficiency, and spearheading the five day work week, but there’s a much darker layer to Ford’s legacy highlighted by abuse and neglect for the welfare of his workers. On this edition of our MoneyTalk Moment in Financial History, Nathan and Steve take us through the history of one of the Industrial Revolution’s greatest contributors, Henry Ford. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 12/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
2024 will be remembered as a year of change, many of which may have a direct impact on your retirement. Donna and Nathan discuss some of these shifts, including: Trump’s return to the Whitehouse, rising Medicare premiums, the trend of partial retirement, increasing concern over Social Security insolvency, and the acceleration of the Great Wealth Transfer. Also on MoneyTalk, what to do if you were impacted by the RI Bridge hack, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
Having property passed down to you may sound like good fortune, but handling it properly is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, year-end gifting dos and don’ts, and understanding your payroll withholdings. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/16/2024; Original Air Dates: 6/6/2024, 7/9/2024 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the idea of retirement is still a relatively new concept. Donna and Nathan discuss this and other retirement revelations outlined in Ben Carlson’s book, “Everything’s You Need to Know About Retirement”. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/13/2024; Original Air Date: 9/28/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
Warren Buffett remains one of the most seasoned and prolific investors, and with over 7 decades of experience, we can learn much from his wisdom on the markets. Donna and Nathan discuss lessons shared by the Oracle of Omaha himself. Also on MoneyTalk, dividend paying ETFs and who they are right for, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/12/2024; Original Air Date: 4/18/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
The Health Savings Account is what is known as a tax unicorn, combining some of the key tax benefits of both tax deductible and tax deferred accounts, so if your employer offers an HSA as part of your benefits package you should strongly consider it. Donna and Nathan discuss how to use the HSA to its full benefits. Also, on our MoneyTalk Moment in Financial History we discuss one of the earliest and most consequential financial bubbles of all time, The South Sea Bubble. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/11/2024; Original Air Dates: 2/15/2024 & 7/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
If after 3+ decades of MoneyTalk, if we haven’t sold you on the importance for saving for retirement, then we’re really doing something wrong! But just in case you need more convincing, Donna and Nathan offer 10 reasons to save for retirement, including: Social Security likely won’t be enough to live on, people are living longer, new 401K features make saving easier than ever, and more. Also on MoneyTalk, last minute year-end planning moves. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/10/2024; Original Air Date: 8/11/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
Options trading is typically reserved for the highly skilled investor, however employee stock options are one exception, and many who own them lack a clear understanding of how they really work. Nathan discusses some different types of employee stock options and how to navigate their rules and features. Also on MoneyTalk, principles of investing from David Rubinstein‘s book, “How to Invest: Masters on the Craft”. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 12/6/2024; Original Air Dates: 5/17/2023 & 6/9/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
The two most common types of IRAs are Traditional and Roth IRAs, and knowing how to use each appropriately requires an understanding of their differences. Donna and Nathan discuss the rules and features of Traditional IRAs and Roth IRAs, and who each is appropriate for. Also on MoneyTalk, the Roth 5 year rule, and Sowa Sibling Stock Trivia. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/5/2024; Original Air Date: 1/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
The great Notorious B.I.G. once said, “Mo money, mo problems”, and while some of us may scoff at this as something only something rich people say, it is true that many of the worlds wealthiest people do not consider themselves happy. Donna and Nathan discuss this and other lessons offered by writer, Ben Carlson, in his blog post, “17 Thoughts About Money”. Also, on our MoneyTalk Moment in Financial History we discuss how the idea of Manifest Destiny transformed America during the California Gold Rush. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/4/2024; Original Air Date: 10/18/2023 & 2/15/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
One of the most well known retirement planning rules of thumb is the 4% rule, which states that the average person can withdraw up to 4% of their portfolio per year in retirement, adjusted for inflation, without running out of money. Donna and Nathan discuss the thought process and inherent flaws of this theory. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/3/2024; Original Air Date: 1/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
Since the early days of MoneyTalk, Don Sowa has said that investing doesn’t have to be complicated, and a successful money management strategy starts with focusing on the basics. Donna brings us back to the basics of investing, answering some common questions such as: How much do you need to start investing? And, where should you invest your money when starting out? Also on MoneyTalk, the upcoming Roth conversion deadline. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/2/2024; Original Air Dates: 4/8/2024 & 7/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
We all engage in financial planning at some level, but many of us tend to focus on the numbers without consideration for how our values should factor into our money decisions. Donna and Nathan take us through the step by step process of building a financial plan, and how to ensure that your efforts are focused on nurturing the parts of your life that are most important to you. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/29/2024; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
Once you turn 50, you enter a new phase of working life where the window begins closing for you to make decisions that will have a meaningful impact on your retirement. Donna and Nathan discuss some of the challenges and concerns that you may expect to face in your 50s, and strategic moves you can make to put you in the best possible footing for retirement. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/26/2024; Original Air Date: 5/23/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of âHow to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirementâ, to discuss perspectives from thought leaders on what contributes to a truly successful retirement. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Christine Benz, Morningstar; Air Date: 11/22/2024; Original Air Date: 11/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! See omnystudio.com/listener for privacy information.…
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