Annual giving limits, death taxes, and trusts

Glen Hancock and David Hodson break down to co-host Doug Turnbull the different thresholds for annual giving limits and taxes after death. They explain how they walk clients through strategies and giving and getting their estate value to a certain number to avoid taxes. The duo also explains what t…

When and how to give kids and beneficiaries access to your money

David Hodson and Glen Hancock discuss with co-host Doug Turnbull how they walk clients through the process of adding kids or other beneficiaries to different accounts, as clients age. David has a story about an aging mom, who made that choice while she still could, and Glen explains how only having…

Qualified vs. non-qualified money

Glen Hancock, David Hodson, and co-host Doug Turnbull break down the tax implications of qualified and non-qualified funds and the types of accounts that are in those categories. Glen and David talk about “tax time bombs” and how to portion out deposits and payments to make those less, well, taxing…

What to bring to your first visit with an advisor

David Hodson, Glen Hancock, and co-host Doug Turnbull discuss what first-time visitors to Advanced Financial Strategies should bring with them: tax docs, account statements, and their retirement goals. Glen explains why these are so important and David digs into the different tax strategies they ca…

Texas Sized Retirement...Simplified Trailer

David Hodson of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to ret…

Why David Hodson & Glen Hancock Became Financial Advisors

David & Glen discuss their backgrounds in financial services industry, their motivations for helping clients with retirement planning, and the importance of community in their work. They share personal stories about their journeys to Texas and how they built a successful partnership in the financia…

Understanding Your 401(k) and 403(b) Retirement Accounts

David and Glen discuss the fundamentals of 401(k) and 403(b) retirement accounts, emphasizing the importance of understanding these financial tools for effective retirement planning. They highlight the differences between these accounts, the significance of financial education for educators, and st…