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The Retirement Journey with Financial

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Location:

United States

Language:

English

Contact:

7204465595


Episodes

Do you need an estate plan?

9/10/2018
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Unfortunately, many people think having a Living Will is all they need when it comes to estate planning...Which often leads to issues upon your death. Listen in as Cody Meeks, Vice President of Financial Integrity discusses the importance of ALL areas of retirement planning.

Duration:00:06:40

IRA's, 401k's & RMD's - Avoid the IRS TRAP!

8/27/2018
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Calculating your RMD's can be challenging and getting it wrong has serious consequences. Listen in as Cody Meeks, VP of Financial Integrity explains how you can make sure you get it right!

Duration:00:13:16

Poor financial advice...we see it more often now than ever...

8/16/2018
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Unfortunately, we have recently worked with a family that received poor financial advice. Unwinding bad decisions can be difficult. Listen in as Cody Meeks and David Martin walk you through things to pay attention to when making financial decisions

Duration:00:09:18

Understanding your Tax Return

7/25/2018
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In this episode of The Retirement Journey, Cody Meeks sits down with you and explains line by line what your tax return means and highlights some potential areas where you could reduce the amount of taxes owed.

Duration:00:19:29

New Tax Laws: Effects on Charitable Giving

7/18/2018
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Listen in as we discuss how the new tax laws may no longer provide you with financial benefits by donating to charitable organizations. During this podcast, we provide information regarding the benefits and limitations of the new standard deduction and the most effective/tax efficient ways to still donate to organizations you are passionate about

Duration:00:09:43