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Making Finances Easier
By Paul CochranBusiness
Making Finances Easier episodes
- Tax 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.24 min
- The Secure Act 2.0Paul and Garrett discuss another piece of the latest Secure Act 2.0 legislature - Post Death RMD options for Spouses.25 min
- More 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.25 min
- Making 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.25 min
- New Year ReviewHappy New Year! Paul and Garrett look back at 2022 and talk about some of the lessons they learned along the way.25 min
- GivingMerry Christmas! Paul and Garrett discuss how giving plays a role in their life. Garrett's family makes a surprise appearance at the end.24 min
- Making Finances EasierPaul and Garrett discuss performance chasing and changes in the income generation landscape for retirees.24 min
- End of YearPaul and Garrett discuss end-of-year action items: 401k Contributions, RMD Deadlines, Qualified Charitable Distributions and Donor Advised Funds.25 min
- Required Minimum DistributionsPaul and Garrett discuss end of year RMD planning and the different options available to satisfying them.25 min
- Making Finances EasierPaul and Garrett discuss what the term financial planning means in real day-to-day life.24 min
About Making Finances Easier
From the publisher's feed
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…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.