Enhance Today | Enrich Tomorrow
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, we take a look at net unrealized appreciation (NUA). We walk through:…
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors…
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us? And what happens when our very human tendencies collide with…
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering these questions, there are limitations to creating a one-time financial…
So, you inherited an IRA–now what? In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA. The rules surrounding inherited IRAs are more complicated than you…
When was the last time you thought about your IRA beneficiary form? If you’re a Modern Family fan, you should enjoy today’s episode. Today, we’re diving in the mistakes made when we make assumptions about our IRA beneficiary forms….
The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to an arbitrary dollar amount or perceived value we’ve grown accustomed to, based on…
You may remember estate law attorney Adam Tarsitano from episode 165 when we went over the importance of a professionally prepared estate plan. Since the summer is a good time to revisit your estate planning documents, we thought it would…
With summer upon us, we’re sharing a few book ideas to add to your summer reading list. If you are looking to improve your financial life or just to enjoy a light beach-read you won’t want to miss this list….
Most of us feel like we have a sound process for investing, that is until curveballs are thrown our way. Then, emotions like envy, greed, and fear take over, making us feel like we need to abandon our long-term investing…
