Wealth from Wisdom

Did you know there is a loophole in the 2018 tax plan that could save you a small fortune? Listen to this episode to learn how to save money while paying taxes.

The “V-Word” reared it’s ugly head this week – volatility. No one can tell you what’s next, but we can agree that volatility is normal.

On this episode, Paul West and Jim Caldwell discuss traps you need to avoid and techniques that can help save you money when it comes to paying taxes. Nobody likes paying more than they have to, so make sure you tune in and learn how to keep your money in your pocket.

Typically, social security is thought of as boring. But, it is the most important financial decision you will make in your life. This episode talks about how you could be missing out on MILLIONS of dollars in retirement.

Have you ever wondered if you’ve saved enough for retirement? How much you can afford to spend? Or if you’ll run out of money? On this episode, Paul and Jim answer your biggest questions about saving and investing for retirement.

Some things in life you can’t leave to chance, and that includes your financial game plan. On this show, learn 7 reasons why a second opinion could save your retirement.

How much will you pay in taxes in retirement on your IRA, 401K and other investments? On this episode, learn how some forward-looking tax strategies could help you save thousands.

Do you plan to retire in the next 5 years? If so, that clock is officially ticking. But, there is a lot more work to be done than you know. The planning and preparation you do now can determine your success or failure.

Some things in life you can’t leave to chance, and that includes your financial game plan. Learn 7 reasons why a second opinion could save your retirement on Wealth From Wisdom.

Almost $10 Billion in Social Security benefits goes unclaimed every year. But that’s just the tip of the iceberg. On this episode, learn how to navigate the complicated process of claiming your benefits.