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I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active ... more
FAQs about Retirement Planning - Money Not Math:How many episodes does Retirement Planning - Money Not Math have?The podcast currently has 211 episodes available.
January 08, 2020What value does Robin Hood Business Services provide other business owners? Answer=Lowering costs, Increasing Quality and Hands on Support. Money Not Math 37 Clip 2 with Scott FrickeWhat value does Robin Hood Business Services provide other business owners? Answer=Lowering costs, Increasing Quality and Hands on Support. Money Not Math 37 Clip 2 with Scott Fricke...more4minPlay
January 08, 2020What is Robin Hood Business Services? Money Not Math 37 Clip 1 with Scott FrickeWhat is Robin Hood Business Services? Money Not Math 37 Clip 1 with Scott Fricke...more7minPlay
January 08, 2020Scott Fricke-Robin Hood Business Services. Money Not Math 37Scott Fricke-Robin Hood Business Services. Money Not Math 37This is the full-length conversation where we get to know Scott, how his business strives to improve other small businesses by decreasing their costs and increasing their quality, plus the lessons he has learned from his experiences....more40minPlay
January 03, 2020Mack Carrigan, Staff Sergeant, on his experiences and recommendations for living a successful life in and out of the military. Money Not Math 36Mack is a bad ass in the military, ultra marathon runner, and cooking savant. Plus, he has some impressive insights on how to live an emotionally and financially healthy and successful life. I definitely received value from interviewing him and hope you receive value from listening to our conversation....more33minPlay
December 31, 2019RIP Stretch IRAs. Hello Ten-Year Force Out and Hello to Potentially Paying More Taxes. Money Not Math 35RIP Stretch IRAs. Hello Ten-Year Force Out and Hello to Potentially Paying More Taxes. Money Not Math 35Note, the SECURE Act and 2020 spending bill passed back in August but today is the cutoff for new RMD rules and the ability to use Stretch IRAs.https://youtu.be/nmdPACCE3yQ...more12minPlay
December 18, 2019Is Postponing Taxes Really The Best Idea? Money Not Math 34Is Postponing Taxes Really The Best Idea? Money Not Math 34Are you aware of the affects taxable income has on your social security income, Medicare costs and beneficiaries if you leave them money?https://youtu.be/CE7jwAnvrh0...more7minPlay
December 17, 2019Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes. Money Not Math 33Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes. Money Not Math 33https://www.forbes.com/sites/jamiehopkins/2019/12/16/congress-passes-secure-act-at-last-minute-impacting-retirement-planning-and-increasing-taxes/#14850b463a4f...more12minPlay
December 13, 2019401k Loans, Taxes, and Required Minimum Distributions (RMDs). Money Not Math 32401k Loans, Taxes, and Required Minimum Distributions (RMDs). Money Not Math 32.Are you aware of how 401k loans can help or hurt you? How the timing of when you distribute money from your traditional (tax deferred) retirement accounts can cost or save you money? And, how RMDs work for your group retirement accounts?...more14minPlay
December 12, 2019IRAs and 401ks- Do You Know "The Rest of the Story"? Money Not Math 31IRAs and 401ks- Do You Know "The Rest of the Story"? Money Not Math 31"Common Myth Conception: You Will be in a lower tax bracket when you retire than when employed.Reality: With the 1986 Tax Reform Act and subsequent tax reform, most retirees in America will find themselves in a tax bracket at least as high-if not higher- than during their earning years."- Douglas Andrew...more8minPlay
December 11, 2019Are you House Rich but Cash Poor? Money Not Math 30Are you House Rich but Cash Poor? Money Not Math 30.What's more important, owning your home but having little cash to live. Or, owing on your home but having the liquidity and cash flow to live the lifestyle you worked hard for?...more10minPlay
FAQs about Retirement Planning - Money Not Math:How many episodes does Retirement Planning - Money Not Math have?The podcast currently has 211 episodes available.