In this conversation with Brett Hansen, you will learn:

• What you need to know about Individual Retirement Accounts (IRA)
• Types of IRAs 
• How to maintain a tax-free income during retirement
• The penalties for withdrawing from your IRA early.  "Withdrawals of Roth IRA contributions are tax-free upon reaching age 59.5 and holding the account for at least 5 years. Income limitations apply."

In this conversation with Brett Hansen, you will learn:

• How to take advantage of tax-free bonds
• When municipal bonds are the most appropriate
• How bonds can help build your portfolio
• What you should know about bonds. Investing in tax-free bonds may not be appropriate for investors in all tax brackets. Municipal bonds may be subject to alternative minimum tax, and state and local taxes.

In this conversation with Brett Hansen, you will learn:

• Everything you need to know about bonds 
• How to choose the right bond for you
• The biggest misconceptions about bonds
• Why certain bonds are not taxable 
• What you should know about Treasury Inflation Protection Security (TIPS)

In this conversation with John Kletchka, CPA, you will learn:

• Ways your business can save money with your taxes
• Why are retirement plans are a powerful tool for small companies
• How the law has changed due to COVID-19
• What can you actually write off as expenses for your income

In this conversation with John Kletchka, CPA, you will learn:

• The kinds of credits that might save you on taxes
• How tax payment has changed because of COVID
• The basics of child tax credit and other types of tax credits
• How amended returns work
• How to avoid a penalty tax bill
• The differences between taxes for an employee vs a business owner
• How the IRS can help taxpayers

In this conversation with Brett Hansen, you will learn:

• Why you should work with a CERTIFIED FINANCIAL PLANNER™ professional
• Inflation and what you should be worried about when it comes to your finances 
• What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firm
• Suitable investments to make when you're starting to build your portfolio
• Misconceptions around CERTIFIED FINANCIAL PLANNER™ professionals

In this conversation with Marla Gales, you will learn:

• All you should know about True Blessings, a personal assistance company licensed by the State of Texas
• Why is having health care at home a great option
• Ways to afford a service like True Blessings
• How can making educated investments decisions help you obtain these types of resources 
• Pros and cons of a facility and staying at home

In this conversation with Brett Hansen, you will learn:

• What “Bear Market” means
• Smart strategies to make the most of a Bear Market
• How to build a balanced portfolio
• The best quality investments you can make
• What each component of the modern portfolio theory is
• How social security enters into a Bear Market strategy

In this conversation with Walter Wendler, you will learn:

• The quality education people can get at West Texas A&M
• Some of the West Texas A&M schools and why are they exceptional 
• How to use the community college system to be able to get into a top-quality University
• How to reduce your costs by managing your housing arrangements appropriately
• Taking advanced placement courses in high school

In this conversation with Brett Hansen, you will learn:

• The most important considerations regarding your social security
• How to plan for retirement
• Why young people should get more into financial planning
• The earliest age you can claim your Social Security benefits
• How long you can delay your Social Security—and why you might want to