On this week's show we wish you a Happy New Year! And from a financial standpoint we'll talk about some of the financial resolutions you might want to make this year. We'll also examine some of the excuses people make for their bad financial decisions and answer your questions about RMDs, annuities and what to do if you make too much money to contribute to a Roth. Plus, on Tales From The Tax Side, we'll hear about how the Grinch saves a ton of money on his taxes...

On this week's show we discuss some of the half truths of the financial world. These are things that financial professionals are known to say, but only tell half the story. Dan helps us peek behind the curtain to get the full truth. We're talking about supermodels on Tales From The Tax Side, answering your questions about immediate annuities, severance packages and how to leave a legacy without bankrupting your own retirement. And lastly, speak, sit and (401k) rollover.

On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional IRAs. We'll show you how estimating your way through a retirement plan can go wrong. Sinbad, Val Kilmer and Nick Cage all make appearances in Tales From The Tax Side. Kick back and enjoy the show while you enjoy the holidays!

On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional IRAs. We'll show you how estimating your way through a retirement plan can go wrong. Sinbad, Val Kilmer and Nick Cage all make appearances in Tales From The Tax Side. Kick back and enjoy the show while you enjoy the holidays!

Now that the Fed is raising interest rates, how does Dan think equity markets will react? On this show we'll also answer your questions about personal and small business taxes and we'll go over some of the essential things for you to think about when it comes to constructing a proper income plan. In Tales From The Tax Side we'll look at some not-so-ethical IRS agents who will make Santa's naughty list this year. Speaking of which, Merry Christmas and Happy Holidays to you all. Enjoy the show!

Now that the Fed is raising interest rates, how does Dan think equity markets will react? On this show we'll also answer your questions about personal and small business taxes and we'll go over some of the essential things for you to think about when it comes to constructing a proper income plan. In Tales From The Tax Side we'll look at some not-so-ethical IRS agents who will make Santa's naughty list this year. Speaking of which, Merry Christmas and Happy Holidays to you all. Enjoy the show!

On this week's show, we'll answer your questions about whether it's a good time to buy bonds and what's the catch on a 7% annuity. Also, what are the important ages and milestones when it comes to retirement planning? We'll walk you through them and tell you how to focus your energy. We'll tell you how to plan for things that are unpredictable in the financial world and on Tales From The Tax Side we're going on campus...

On this week's show, we'll answer your questions about whether it's a good time to buy bonds and what's the catch on a 7% annuity. Also, what are the important ages and milestones when it comes to retirement planning? We'll walk you through them and tell you how to focus your energy. We'll tell you how to plan for things that are unpredictable in the financial world and on Tales From The Tax Side we're going on campus...

Chris & D.J. team up with Donnie Foust of Inebriated Wisdom for a podcast at Alliance Brewing. The guys hang out with a few friends, sample Alliance's Pumpkin Java beer, and talk with the brewers of Alliance (Adam Ingle and Ben Seamans) about the beer and progress at Alliance.

On this week's show we'll let you know what questions you should ask your current adviser, or even one you're thinking about working with for the first time. In Tales From The Tax Side, we'll learn why Uncle Sam knows when to "hold'em". We'll analyze some thought provoking statistics about Baby Boomers and answer your questions about vacation homes, Roth IRA alternatives and being your own broker. Hear about all that on this week's Solving The Financial Puzzle.