Money Hour Radio
Explore the widow's penalty, its financial implications, and strategies to mitigate its impact through proactive planning, Roth conversions, and estate strategies.
00:00 / 24:20
Money Hour Radio
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Money Hour Radio
Explore the widow's penalty, its financial implications, and strategies to mitigate its impact through proactive planning, Roth conversions, and estate strategies.
24:20
Active Investing v Static Investing
23:59
Nvidia; Treasury Announcements; Working with advsory firms
23:59
Treasury Announcement; Net Unrealized Appreciation;
23:59
Nvidia's deals w/ fin'l firms; Step up in cost basis
23:59
Is gold surging; Tech recoveries; Cloud companies; 72-T Program
24:00
Fed; Inflation;
24:00
Tech is falling; Inherited IRAs; Protecting Your Investments
24:00
Why is Space-X like Tesla on steroids; Value outperforming growth; Different retirement accounts
24:00
Is Iran war a big negative for the market; When not to convert to Roth IRA
24:00
Inflation & Rate Hike Concerns; 529 Plans & the grandparent loophole;
24:00
What's moving markets; Micron; Medicare
24:00
Is AI a friend or foe to labor market?; Space-X; Different stages of retirement
24:00
April Inflation Report; Iran war; Space-X IPO
24:00
Direct Indexing; When to start taking Soc Sec Retirement funds
24:00
AI Trade; Qualified Charitable Contributions
24:00
Investment opportunities; Earnings Test for Soc Sec;
24:00
Annuity Products; Revocable Living Trusts
24:00
Investing in a Run-Hot Economy; Credit Shelter Trusts
24:00
Mixed earnings; Run-hot economy; HSAs
23:59
Jerome Powell; AI & Stocks; Why certain markets hit highs; Soc Sec Divorce Benefits
24:00
Why will market continue to rally?; Soc Sec benefits for surviving spouse
24:00
Pay Less Taxes in Retirement
23:59
Active vs Static Investing; Fiduciary vs non-fiduciary
23:59
Special Announcement; Enhanced ROTH Conversions
24:00
UFO ETF; Fed; Private Credit; Defensive shift; Special Needs Trust
24:00
The Trump-Put; Mega Back-Door Roth
23:59
Global conflicts & the markets; 529 Plans & Grandparents
23:59
Tarrifs & the market; ETFs; Qualified Personal Residence Trust
24:00
AI driving the markets; Equity Risk Premiums; Charitable Remainder Trusts
24:00
Job numbers & the economy; Small & Mid Caps; Surviving Spouse IRA Dilemmas
24:00
Bitcoin & the broader stock-market; Backdoor Roth IRA
24:00
Fed Meeting; Tech Company Earnings; In-Service Non-Hardship Rollover
24:00
Japanese Yen Carry Train; Raj Nagaraja
24:00
Small Caps; John Kamms
24:00
Why not to buy annuities; Pass-Through Entity Taxes
24:00
Silver is shining; Status of main pillars driving market; Turbo charge your retirement
23:59
GDP; Market outlooks for 2026; Tax & Estate Planning
24:00
Is the rally coming?; No hire, no fire job market; Is there going to be a new leadership in the stock market?
24:00
Secure Your Family's Future with a Retirement Trust
23:59
Oracle's Earnings, ChatGPT, Trump accounts
24:00
AI Investment Opportunities; Roth Conversion Strategies
24:00
Nvidia; Crypto Currency in a bear market; Chance of recession; Q-Tips
24:00
Tariff Rebate; AI Tech; Irrevocable Life Insurance Trust
24:00
Private equity ruining America; 6 tax strategies for charitable giving
24:00
Rate cuts expectations; Tax-Loss Harvesting
24:00
Tax-Free Capital Gains: A Simple Strategy
23:58
Credit/Liquidity Issues; AI Circular Financing Agreements; Guest Steve Peck-Estate Planning
23:59
3-Headed Monster in Market, Goldilock Zone for Roth Conversions
24:00
Gov't Shutdown, guest Don Hinkle
24:00
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