What the Finance - Converting a 529 to a Roth IRA
In this episode of What the Finance, Ali breaks down some key considerations when looking at the new 529 to Roth IRA conversion strategy.
14 Feb 202410min
Examining 2023's Financial Markets and the Road Ahead with Ben Greenfeld, CFP® and Patrick Ellsworth, CFA (EP. 19)
On this month's show, Ali is joined by Ben Greenfeld and Pat Ellsworth to discuss what happened in markets over the previous year, and what areas to keep an eye on for 2024.
23 Jan 202433min
What the Finance - 6 Ideas to Set Yourself Up For Success in 2024
In this episode of What the Finance, Sam gives listeners 6 ideas they can use to start the new year off on a good foot.
8 Jan 202410min
Using QSBS to Minimize Tax Liability with Nick Holland (EP. 18)
On this month's show, Sam and Ali are joined by Nick Holland to discuss how business owners can minimize their tax liability through Qualified Small Business Stock exemption.
27 Des 202339min
What the Finance - Fundamentals of Utilizing Passive Income
In this episode of What the Finance, Ali breaks down how investors can use passive gains and losses to positively impact their tax situation.
13 Des 202312min
The Power of ESOPs in Strategic Business Planning with Dan Zugell (EP. 17)
On this month's show, Sam and Ali are joined by Dan Zugell to delve into the world of ESOPs. Listen in as they discuss everything from the basics of what an ESOP is, to how it can be used as a tool fo...
30 Nov 202345min
What the Finance - Maximizing your Social Security
In this episode of What the Finance, Sam gives listeners insights on optimizing their Social Security strategy, helping them make informed choices regarding when and how to claim their benefits.
8 Nov 202310min
Maximizing Profit: Tax-Advantaged Business Sales with Lucas Rihely, CPA (EP. 16)
On this month's show, Sam and Ali are joined by Lucas Rihely to discuss the structure and associated tax implications of various types of business sales.
25 Okt 202343min
