On The Money - Alpha Planning 101

By David Domenick Jr. & Brandon Domenick

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through... more

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FAQs about On The Money - Alpha Planning 101:

How many episodes does On The Money - Alpha Planning 101 have?

The podcast currently has 16 episodes available.

On The Money - Alpha Planning 101 episodes:

November 26, 2021Episode 6: End-of-Year Wealth Planning
Tax Loss Harvesting

Investment Planning

Retirement Planning

Roth Conversions

Health Plan

RMDs

Charitable Donations
...more
20min
November 12, 2021Episode 5: Medicare AEP with Joe Palimino
Key Topics:

New plans and changes for 2021 AEP

Shopping for the proper plan and considering appropriate changes to your current plan

Advantages of working with a Medicare broker
...more
15min
October 29, 2021Episode 4: Avoiding Common Retirement Mistakes
Maximizing Social Security Benefits

Addressing Sequence of Returns Risk

Planning for Long-Term Health Care

Leaving Behind IRA’s
...more
18min
October 15, 2021Episode 3: Biden Tax Proposal
Dave & Brandon talk through Biden’s proposed changes that may affect:

Corporate Taxes

Wash Sales

Capital Gains

Estate Taxes

Roth Conversions
...more
17min
October 01, 2021Episode 1: Protecting Your Retirement Savings
Understanding the best timing to access your retirement money

Utilizing Estate planning tactics

Taking advantage of Roth conversions in today’s tax environment
...more
22min
October 01, 2021Episode 2: Insuring Your Finances
Key Topics:

Annuities

Long Term Care Policies

Legacy Planning
...more
20min

FAQs about On The Money - Alpha Planning 101:

How many episodes does On The Money - Alpha Planning 101 have?

The podcast currently has 16 episodes available.