Wealth Matters with Debra Taylor
Business & Economics Podcasts
Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak about all the things that you need to consider in building your financial future. Topics will include: • How to help you not to run out of money • Help you pay fewer taxes in retirement • Items that every financial plan should include • And more! The show airs on public radio on Mondays from 12-1:00 PM EST on 1500AM in the local New York City/Northern New Jersey area. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Location:
United States
Description:
Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak about all the things that you need to consider in building your financial future. Topics will include: • How to help you not to run out of money • Help you pay fewer taxes in retirement • Items that every financial plan should include • And more! The show airs on public radio on Mondays from 12-1:00 PM EST on 1500AM in the local New York City/Northern New Jersey area. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Twitter:
@DebraTaylorTFG
Language:
English
Contact:
2018911130
6 Strategies for Diversifying Your Portfolio
Duration:00:53:28
10 Year End Finance and Tax Tips
Duration:00:54:41
6 Things To Do When Approaching Retirement
Duration:00:54:24
8 Legitimate Tax Loopholes You May Be Missing
Duration:00:48:06
6 Ways to Make College More Affordable
Duration:00:54:25
Preparing for the 2020 Medicare Annual Election Period
Duration:00:54:28
Using an IRA to Build Wealth
Duration:00:54:21
Guest Appearance - Peter Cedeno - Matrimonial Attorney in NY & NJ
Duration:00:54:04
Last Stage of Retirement
Duration:00:54:19
The TCJA & SECURE Act
Duration:00:54:03
4 Stages of Retirement and Paying Less Taxes - Part 2
Duration:00:53:52
8 Things About Estate Planning
Duration:00:53:15
Preserving Your Legacy and Avoiding Estate Blunders
Duration:00:53:15
The Final Stage of Retirement
Duration:00:54:19
4 Stages of Retirement and Paying Less Taxes
Duration:00:53:52
5 Pieces of the SECURE Act
Duration:00:54:03
4 Mistakes People Make with Their First Million
Duration:00:55:02
Money, Millennials, and What They Should Do
Duration:00:54:28
8 Blunders to Avoid in Retirement
Duration:00:54:12