The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year.   Listen now and learn:  The role tax projections play in long-term financial planning Multi-year planning opportunities for retirees, people with stock options, and business owners Potential impact of changing tax laws on the horizon    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120)

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Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice.   Listen now and learn:   The evolution of financial advice from the 1960s to present   Ways consumers benefit from financial advisors moving up the value chain    How AI might impact the financial advice profession      To see the original show notes, YouTube interview, and resources visit this page:  EP 102: AI and the Evolution of Financial Advice with Michael Kitces [LIVE] Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (3:33) The Evolution of Financial Advice  (12:33) The Lack of Barriers to Entry for Giving Financial Advice  (18:33) The Impact of AI on the Financial Advice Profession 

Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.   Listen now and learn:     How investors fall victim to the behavior gap   What it means to do real financial planning   The best way to avoid “The Big Mistake”     To see the original show notes, YouTube interview, and resources visit this page:  EP 100: What Real Financial Advice Means with Carl Richards.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (04:30) What is the Behavior Gap? (07:45) Why Investors Get Distracted (11:05) What Investors Need When Markets Are Scary (17:30) Real Financial Planning  (24:30) Getting Ahead vs. Having Enough  (30:00) The Value of a Real Financial Advisor  

Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.   Listen now and learn:    The two biggest mistakes investors make   Lessons from market bubbles of the past   Practical ideas for achieving investment success     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (03:00) What Efficient Market Hypothesis Means for Investors (19:15) Lessons Learned from The History and Bubbles (29:00) How Interest Rates Are Impacting Stock Prices (32:30) The Case for Diversification (42:05) Behavioral Finance

Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)

Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness.   Listen now and learn:   Why not all hours are valued equally and the importance of aligning activities with true life purposes   How the value of money diminishes as wealth growths   The issue with retirement planning that focuses too much on trading time today for more time later     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (06:18) The Value of Time (10:12) Diminishing Returns of Money and Marginal Utility (14:38) Balancing Financial Independence and Time (20:34) Questioning Financial Independence Conventional Wisdom (31:36) The Scarcity Mindset and Non-Money Fears  

The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151)

How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy.    Listen now and learn:  How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits of tax diversification vs tax timing. Practical tips for making the right decisions with your retirement savings.  Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120)

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