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...
All content for Real Personal Finance is the property of Scott Frank and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
The new year is a great time to do an annual review. In this episode, we look at five things to look at regarding your investments to help you make the most of your money. Join us as we look at some of the simplest ways you can help keep your financial plan on track!Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial PlanningLeave us a question! Money can be confusing—but it doesn’t have to be. When you’re abl...
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...
