Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
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Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know
Real Personal Finance
24 minutes
7 months ago
Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know
Is market volatility really all about tariffs? In the wake of the unexpectedly aggressive “Liberation Day,” headlines would have you believe so. But the bigger culprit isn’t trade policy—it’s uncertainty. While U.S. markets have taken a noticeable hit, international developed markets are down only about 1.3% as of this recording. So what’s really going on? In this episode, we break down what investors need to keep in mind when the market gets shaky, including: Why portfolio diversification is...
Real Personal Finance
Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
