By yourwealthhealth
The podcast currently has 68 episodes available.
Many have concerns about current economic conditions and the tax plan under consideration in Washington. While there will surely be changes as elected officials continue to negotiate, it’s wise to examine the potential effects of the proposals and determine what actions you can take right now to secure your wealth for retirement.
In this episode of Your Wealth Health, we discuss our current thoughts on the economy and potential tax changes on the horizon.
» Find more episodes at YourWealthHealth.com and on our YouTube channel!
𝙄𝙣 𝙩𝙝𝙞𝙨 𝙚𝙥𝙞𝙨𝙤𝙙𝙚:
COVID-19 lockdowns took a toll on our businesses, on our families... and on our nest eggs. The good news is that business is picking up again and shows no signs of slowing down again anytime soon. But, once you have fallen behind in your retirement goals, it can be hard to catch up.
In this episode of Your Wealth Health, we discuss retirement strategies for small business owners.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
In this episode:
Sources of retirement income that can benefit both business owners and their staff
Retirement plans recommend for younger companies that need more flexibility
The best options for independent contractors that work for themselves and have no other employees
We've been hearing a lot of talk lately about possible inflation, and recent gas and lumber shortages have many people concerned. Let’s face it- from the food we eat to filling the car with gas, we are seeing prices increase across the board. In this segment of Your Wealth Health, we’re talking about inflation- how it works and how you can prepare for it.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
In this episode:
Tax rates are likely to be raised in the coming months as a result of the recent $2.3 trillion tax proposal. More and more people are talking about Roth IRAs, whether they should open one, convert to one, etc.
In today's discussion, we talk about why some people might benefit from Roth IRAs or Roth IRA Conversions, prior to potential tax changes.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
You’ve worked hard and should enjoy your retirement. So how can you be the one to enjoy most of your retirement money, not the tax man? In this episode Your Wealth Health, you will get some helpful tips on cutting taxes in retirement.
» Schedule your complimentary second opinion call with a Hilltop advisor at https://hilltopwealthsolutions.com/schedule-call/.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
Are you looking to give back, but aren’t sure how to find a strategy that is sensible and tax-efficient for the long term? In this episode, we discuss charitable gifting strategies and help you find what’s right for you.
» New discussions every week at YourWealthHealth.com and on our YouTube channel!
Interested in a second opinion on your financial situation? Schedule a no-obligation second opinion call with a Hilltop Wealth Solutions advisor at hilltopwealthsolutions.com/schedule-call/.
High deductibles are common in health insurance. Health savings accounts can offset some of your healthcare expenses. But, is an HSA the right option for you? In this episode of Your Wealth Health, we discuss everything you need to know about health savings accounts.
Schedule your complimentary second-opinion call with one of our trusted fiduciary advisors at HilltopWealthSolutions.com.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
What policies in Biden’s $2.25 million tax proposal are likely to impact your retirement? In this episode of Your Wealth Health, we discuss the Biden administration’s plans for the future of programs such as Social Security and capital gains tax.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
There’s a long road to retirement, and it’s a road with many different directions. While we all know what will help our finances in the short term, losing sight of the long-term can mean consequences later in life. With a little planning, however, anyone can get back on track!
In this episode of Your Wealth Health, we discuss key financial decisions that you can make in 2021 to get ahead in your retirement plans.
» New episodes every week at YourWealthHealth.com and on our YouTube channel! !
What are the smartest ways to invest in a volatile economy? After the whiplash 2020 and 2021 have brought to the economy, how can we recover our assets and prepare our investment portfolios for the next possible market crisis? In this episode of Your Wealth Health, we discuss investment strategies to mitigate an economic crisis and protect your wealth.
» New episodes every week at YourWealthHealth.com and on our YouTube channel!
The podcast currently has 68 episodes available.