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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything s... more
FAQs about Making Finances Easier:How many episodes does Making Finances Easier have?The podcast currently has 59 episodes available.
January 29, 2023Tax Planning Now for the FuturePaul and Garrett discuss how they think about tax planning around the office and how it's one of the best ways we provide value to our clients....more24minPlay
January 22, 2023The Secure Act 2.0Paul and Garrett discuss another piece of the latest Secure Act 2.0 legislature - Post Death RMD options for Spouses....more25minPlay
January 15, 2023More info on the Secure Act 2.0Paul and Garrett discuss another piece of the latest Secure Act 2.0 legislature - Post Death RMD options for Spouses....more25minPlay
January 08, 2023Making Finances EasierPaul and Garrett discuss the recently signed into law Secure Act 2.0 specifically related to new RMD ages going into affect over time....more25minPlay
January 01, 2023New Year ReviewHappy New Year! Paul and Garrett look back at 2022 and talk about some of the lessons they learned along the way....more25minPlay
December 25, 2022GivingMerry Christmas! Paul and Garrett discuss how giving plays a role in their life. Garrett's family makes a surprise appearance at the end....more24minPlay
December 18, 2022Making Finances EasierPaul and Garrett discuss performance chasing and changes in the income generation landscape for retirees....more24minPlay
December 11, 2022End of YearPaul and Garrett discuss end-of-year action items: 401k Contributions, RMD Deadlines, Qualified Charitable Distributions and Donor Advised Funds....more25minPlay
December 04, 2022Required Minimum DistributionsPaul and Garrett discuss end of year RMD planning and the different options available to satisfying them....more25minPlay
November 27, 2022Making Finances EasierPaul and Garrett discuss what the term financial planning means in real day-to-day life....more24minPlay
FAQs about Making Finances Easier:How many episodes does Making Finances Easier have?The podcast currently has 59 episodes available.