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By Planned Solutions
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The podcast currently has 209 episodes available.
Welcome to the @plannedsolutions Incorporated Podcast. In this episode we discuss the rate at which prices were increasing has eased but many households are still feeling the pinch from inflation. One of the factors that explains why some households are feeling more of the pinch than others is that inflation has not been evenly distributed across all goods and services. Instead, certain categories have experienced higher inflation than others so the mix of a given households normal spending will have a big impact on their individual inflation rate.
You can register by visiting: https://www.eventcreate.com/e/plannedsolutionsgolftournament2024
All profits go to cancer research and education. You can help by attending the tournament or
donating. Not golfing? Bring friends and attend the dinner.
the Pinch 01:55
Welcome to the @plannedsolutions Incorporated Podcast. In this episode we discuss how in an effort to safeguard taxpayer financial information, the IRS has made it more difficult for taxpayers and their appointed professionals to access information stored by the IRS. This is especially true after a taxpayer has passed and a fiduciary has become responsible for their income taxes and the taxes owed by a trust or estate. Therefore, it is important to complete the proper forms and submit them to the proper agency to gain access to needed tax records.
Date: Friday, October 11, 2024Location: Rancho Murieta Country Club – North Course7000 Alameda Drive
Rancho Murieta, CA 95683Time: 1:00pm shotgun start, 5:30pm dinner All profits go to cancer research and education. You can help by attending the tournament or donating. Not golfing? Bring friends and attend the dinner.
To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail [email protected]
The Personal Finance Review is published and distributed biweekly by Planned Solutions, Inc. for informational purposes only.
Please seek the advice of a qualified financial planner before taking any action. Chase Armer's book- Financial Planning Insights is now available at:https://www.amazon.com/Financial-Planning-Insights-Decades-Planner/dp/1098306279?ref_=ast_author_mpb
The Rise in Financial Literacy Among Young Adults 01:31
Adjustable-Rate Mortgages 15:07
Eligible Designated Beneficiaries 22:06
Bulletin Board 25:30
Planned Solutions, Inc.https://www.plannedsolutions.com/
Welcome to the @plannedsolutions Incorporated Podcast. In this episode we discuss America’s housing market is facing a new challenge. Homeowners who locked in low mortgage rates, either by buying or refinancing during the low-interest rate period of the pandemic, are hesitant to give up their low-rate mortgages causing them to stay put. This has reduced the number of homes for sale, especially in certain localities, causing tight inventories that keep prices high. The combination of high prices and high interest rates makes housing less affordable.
With interest rates now much higher than they were a few years ago, many banks have been “playing games” to avoid paying depositors competitive rates. Many banks increased the interest rates paid on legacy accounts slower than the market.
The Harlan D. Wood and Debbie Druivenga Memorial Cancer Charity Golf Tournament
Date: Friday, October 11, 2024
Location: Rancho Murieta Country Club – North Course
7000 Alameda Drive
Rancho Murieta, CA 95683
Time: 1:00pm shotgun start, 5:30pm dinner
All profits go to cancer research and education. You can help by attending the tournament or donating. Not golfing? Bring friends and attend the dinner.
Welcome to the @plannedsolutions Incorporated Podcast. In this episode we discuss Artificial Intelligence (AI) has been a popular investment trend in 2024. The excitement around AI is centered around its potential to change the business world and daily life in the future. However, there is still no defined path to generating sufficient revenue and profits from the large investments. In addition, the increase in the value of many AI companies has caused them to already be a meaningful percentage of most investors’ portfolios.
The Harlan D. Wood and Debbie Druivenga Memorial Cancer Charity Golf Tournament
Date: Friday, October 11, 2024
Location: Rancho Murieta Country Club – North Course
7000 Alameda Drive
Rancho Murieta, CA 95683
Time: 1:00pm shotgun start, 5:30pm dinner
All profits go to cancer research and education. You can help by attending the tournament or donating. Not golfing? Bring friends and attend the dinner.
Welcome to the @plannedsolutions Incorporated Podcast. In this episode we discuss how the Social Security system can be very complex. Yet, Social Security often represents a large percentage of the average retiree’s income in retirement. Therefore, it is important to understand how Social Security benefits are calculated and the issues that should be considered when assessing different claiming strategies in retirement, much of which comes down to a retiree’s expectations about how long they are likely to live in retirement.
Welcome to the @plannedsolutions Incorporated Podcast. We discuss how when it comes to home improvements there may be some tax implications that homeowners should be aware of. These include the deduction of interest on loans to finance improvements, the need to track the tax basis of a property, and some tax credits that may be allowed for energy efficient home improvements. Some of these benefits can be substantial while others are fairly minor, so it is important to understand the cost/benefit before committing to a project.
Welcome to the @plannedsolutions Incorporated Podcast. Restricted Stock Units (RSUs) are a common form of employee compensation as stock options and cash bonuses have become less and less common. RSUs can be a great way for an employee to build wealth by sharing in their company’s success, but they also come with some complex tax and investment planning considerations that can complicate the planning around this form of compensation.
Welcome to the @plannedsolutions Incorporated Podcast. A new AARP study shows that many people in their 50s believe they will never be able to retire as they struggle to pay for day-to-day living needs, much less save for
Welcome to the @plannedsolutions Incorporated Podcast. The increase in interest rates over the past several years has created some financial planning opportunities and risks that should be considered. These include the benefit of creating a cash management plan to increase earnings on low-risk investments and implementing more creative borrowing strategies to reduce the overall cost of debt.
The IRS has once again suspended the missed RMD Penalty for post 2020 Inherited IRAs for one more year, into 2025. This affects beneficiaries of IRA accounts where the original owner died between 2020 and 2023 and who are subject to the 10-year payout rule.
Interest Rate Perspectives 02:45
The podcast currently has 209 episodes available.
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