Five Minute Finance

What is a Donor Advised Fund? How does it work and why would you want to open one? What exactly are the tax savings? And be sure to listen to the end where I review some real-world strategies used by clients. We cover topics such as: A Donor Advised Fund is simply an account that you own. How to open a Donor Advised Fund How to transfer money into a DAF Why most Americans do not get a tax deductio...

In today’s episode, I’m interviewed by Matt Robison in his on-air radio show Your Money - where we discuss Traditional IRA vs Roth IRA.  Where should you invest your money?  Which one makes more sense?  And be sure to listen to the end where we talk about Roth Conversions and Back-Door strategies.  We cover topics such as: What is an IRA? What is the difference between a Tradit...

In today’s episode I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about Health Savings Accounts or HSA.  What is this type of account?  And how does it work?.  And be sure to listen to the end where we talk about how investing in your HSA can save you thousands of dollars.  We cover: What is a Health Savings Account (HSA) How do you qualify...

In today’s episode I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about Investing and Portfolio Allocation.  What is a stock or bond?  How should you think about diversifying your portfolio?  And be sure to listen to the end where we discuss how to think about your portfolio and investing future.

In today’s episode, I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about the latest Stimulus package.  Have you received your checks?  Does the unemployment benefit continue or increase? What are the changes when it comes to taxes and deductions? And be sure to listen to the end where we discuss what wasn't included this time.