Kirk Kreikemeier, CFP®

The Financial Translator

Business EN ↓ 107 afleveringen

Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.

Bezoek zeker de website van de podcast en steun de maker: TheFinancialTranslator.podbean.com

Auteur

Kirk Kreikemeier, CFP®

Categorie

Business

Website van de podcast

TheFinancialTranslator.podbean.com

Nieuwste aflevering

3 jul. 2026

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Afleveringen

#107 - Market Update June 30, 2026 03.07.2026 19:34

This episode provides a market update through June 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#106 - 2026 SS and Medicare Funding Status 19.06.2026 27:37

SS and Medicare Trust Funds are projected to hit $0 in less than eight years. Payroll taxes will continue, but only cover 83% and 89% of benefits. Here is an overview of these programs in a Q&A format. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about...

#105 - Market Update May 31, 2026 02.06.2026 19:47

This episode provides a market update through May 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#104 - Key Lines from 2025 Tax Return for 2026 Planning 22.05.2026 22:58

Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!

#103 - Market Update April 30, 2026 07.05.2026 16:44

This episode provides a market update through April 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#102 - Financial Framework during Early Career 23.04.2026 22:46

Here is a financial framework for those starting their first job – and a refresher for others already working. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!

#101 - Market Update March 31, 2026 08.04.2026 20:38

This episode provides a market update through March 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#100 - Should I Open a Trump Account? 20.03.2026 23:50

Free money is good – from both Treasury and individual donors – but be sure to consider existing alternative accounts for new deposits. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!

#99 - Market Update February 28, 2026 05.03.2026 24:34

This episode provides a market update through February 28, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#98 - Key Tax Documents and Tax Planning Moves for 2025 25.02.2026 20:12

The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.

#97 - Market Update January 31, 2026 06.02.2026 18:36

This episode provides a market update through January 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#96 - Reminder of Key OBBBA Tax Provisions 22.01.2026 18:20

Tax planning is a year-round topic. Be sure to incorporate the new OBBBA changes. Head over to our recent blog post for more information. Interested in learning more about our firm? Click here to schedule a call!

#95 - Market Update December 31, 2025 09.01.2026 24:10

This episode provides a market update through December 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#94 - Father Forgets 17.12.2025 4:53

Here is my traditional holiday post. Happy Holidays! Head over to our recent blog post for more information. Interested in learning more about our firm? Click here to schedule a call!

#93 - Market Update November 30, 2025 05.12.2025 21:10

This episode provides a market update through November 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#92 - 2025 Year-End Tax-Planning 18.11.2025 25:11

Not all tax planning moves can wait until next spring. Here are some things to consider now.

#90 - Annnual Benefits Enrollment A 08.11.2025 26:34

It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.

#91 - Market Update October 31, 2025 06.11.2025 15:01

This episode provides a market update through October 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#90 - Annual Benefits Enrollment Video 23.10.2025 26:24

It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.

#89 - Market Update September 30, 2025 02.10.2025 19:45

This episode provides a market update through September 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#88 - Lessons Reinforced From 12,000 Feet 25.09.2025 14:15

A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.

#87 - Market Update August 31, 2025 03.09.2025 16:21

This episode provides a market update through August 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#86 - College Financial Tips for both Parents and Students 22.08.2025 23:26

Here are some financial tips to add to your “packing list” as you head off to college.

#85 - Market Update July 31, 2025 05.08.2025 18:04

This episode provides a market update through July 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

#84 - Summary of New Tax Bill (OBBBA) 18.07.2025 27:19

The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!