MONEY HOUR RADIO - 05-12-2024 - 3 Reasons Taxpayers Get Notices From the IRS.

1. The Most Important Long-Term Indicator for the Markets. 2. What Could Make This Pullback Worse? 3. More People Are Giving Money Away While Alive. 4a. 3 Reasons Taxpayers Get Notices From the IRS. 4b. How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains.

MONEY HOUR RADIO (05-05-24) - Powell Says He Doesn’t See the “Stag” or the “Flation”!

1. Analysis Of This Week’s Fed Meeting. 2. GDP and Jobs Down, But Inflation Up. 3. Key Facts on the Roth IRA 5 Year Rule. 4a. Powell Says He Doesn’t See the “Stag” or the “Flation”! 4b. Is Downsizing in Retirement Right for You?

MONEY HOUR RADIO (04-28-24) - The Most Important Long-Term Indicator for the Markets

1. The Most Important Long-Term Indicator for the Markets. 2. What Could Make This Pullback Worse? 3. More People Are Giving Money Away While Alive. 4a. 3 Reasons Taxpayers Get Notices From the IRS. 4b. How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains.

MONEY HOUR RADIO (04-21-24) - What to Do Financially When One Spouse Retires?

1. Thoughts on the Israel and Iran/Israel Conflict. 2. How High Can Gold Go? 3. What to Do Financially When One Spouse Retires? 4a. Why Is Saving Important? 4b. Secure Act 2.0 – Changes to Retirement Plan Payouts for Beneficiaries.

MONEY HOUR RADIO (09-14-24) - The Most Important Short-Term Market Indicator

1. The Most Important Short-Term Market Indicator. 2. What Does the Hot CPI Report Mean for Markets? 3. Different Beneficiaries Subject to Different Tax Rules. 4a. Where to Find Rate Cut Probabilities? 4b. The Pros and Cons of Rolling Over a Company Plan.

Money Hour Radio - (04-07-2024) - Assessing and Ranking Market Risks As We Start Q2.

1. Why the Falling Japanese Yen Matters? 2. Assessing and Ranking Market Risks as We Start Q2. 3. Do I Need to Pay Estimated Tax? 4a. What Countries Are the Happiest? 4b. Working and Taking Social Security – Earnings Test.

Money Hour Radio - (03-31-2024) - The Great Central Bank Policy Reversal Kicks Off.

1. The Great Central Bank Policy Reversal Kicks Off. 2. Retirement Crisis Faces Government and Corporate Pensions. 3. The Powerful Inherited IRA. 4a. Could the Baltimore Bridge Collapse Spark A Rebound in Inflation? 4b. Senior Marriage and Social Security:  Rules to Know.

MONEY HOUR RADIO (03-24-24) -Tax Loss Harvesting.

1. Analysis of This Week’s March FOMC Meeting. 2. The Fed’s “Dovish Upgrade” Dilemma. 3. Tax Loss Harvesting. 4a. A Reminder About Scams. 4b. How to Potentially Invest in a Roth, Even When You Make Too Much to Do So.

MONEY HOUR RADIO (03-17-24) - Presidential Elections and the Market

1)  February’s CPI report and Conflicting Economic Data. 2)  Presidential Elections and the Market. 3)  72t Distributions – Taking Income before 59 1/2 without a 10% Penalty. 4a)  Student Loans Are Now Easier to Discharge in Bankruptcy. 4b)  One of The Best Ways to Give to Charity.

MONEY HOUR RADIO (03-10-24) - The National Debt Is Huge! How Much Is Too Much?

1) The “Teflon” Market & Fed Chief Powell’s Testimony Analysis. 2) Why the Tech Sector Is Like A Modern Day Gold Rush. 3) Potential Tax Advantages Of a Family Limited Partnership (FLP)? 4a) The National Debt Is Huge! How Much Is Too Much? 4b) Beneficiary Designation Mistakes Can Be Costly.