Tax-Smart Giving | Pension Planning
Episode 646: Whether you itemize or take the standard deduction, new charitable giving rules could affect your tax bill. Learn what’s changing in 2026. Then, discover why having a pension changes ret...
12 Kesä 31min
Behind the Scenes | Investor Confidence
Episode 644: Matthew and Justin talk with Josh Marbert about the technology and operations behind RYA, along with a few lighter moments and personal insights along the way. Then, discover how investi...
29 Touko 33min
The 4.7% Rule | Rental Returns
Episode 643: The famous 4% retirement rule is getting a rethink. Learn why flexibility, diversification, and real-life spending patterns may reshape retirement income. Then, Steve and Abbie walk throu...
22 Touko 34min
Outsmarting Scammers | AI Impact
Episode 642: Scammers are getting smarter, faster, and more convincing. Learn four common schemes targeting seniors and how to spot the red flags before it’s too late. Then, explore how the AI boom c...
15 Touko 28min
Debt Ratio | Income Anxiety
Episode 641: Before taking on a mortgage, car loan, or new payment, learn how lenders evaluate your debt-to-income ratio and what it reveals about your financial health. Then, explore the hidden habit...
8 Touko 32min
Retirement Readiness | Understanding Medicare
Episode 640: Abbie and Justin go beyond simple rules of thumb to explore the key financial and personal factors that can guide a more confident retirement decision. Then, learn how Medicare really wor...
1 Touko 33min
Meet Elizabeth | Tax Planning
Episode 639: Matthew and Steve sit down with Elizabeth Fain for a closer look at her role at RYA, plus a few personal insights you may not know. Next, they explore the most important tax updates and s...
24 Huhti 33min
