SkyBlue Wealth Weekly

We’re gonna mix things up with some commentary on those crazy audit stories plus we’ll mix in some tax and IRS facts to hopefully help you stay between the guidelines on your tax returns.

The 401k topic is always a hot one because if you work for a company or corporation then it’s highly likely you have that type of retirement plan available to you. But the questions people have about their 401k plan change depending on how the stock market is doing. Today we discuss those questions and more.

Sure, lots of people make New Year’s resolutions to do better with their finances and that propels them to review where their money went the past 12 months. But you can do this any month of the year, folks - and should. Regular reviews will help you save lots of money just by taking notice of wasteful spending.

Today we discuss five small business tax credits to discuss that you may not know anything about, including the electric vehicle tax credits. Work Opportunity Tax Credit Electric Vehicle Tax Credits CNBC Article on Electric Vehicle Tax Credits SkyBlue Wealth Blog Posts

You won’t believe how big a difference small details can make when it comes to how much you get taxed on assets that you sell at a profit. Today we discuss the factors that impact how much you are taxed when you decide to sell.

Today we talk about how adding too much to your IRAs can cause you trouble and cost you money in the form of penalties and taxes, and how you can avoid making these mistakes. Is a Roth Conversion Right for You? IRS - Over Contribution Form and FAQ's

Today we give you a heads up about tax changes and things you can do to help make sure you don’t overpay when 2023 rolls around. 2023 Tax Brackets Blog Post Inflation Calculator

Today we discuss the possible benefits of converting an IRA account to a Roth IRA and whether it could be right for you.

Are you going to have to delay your retirement a few years? Want to find a more enjoyable job for those extra working years? Then you’ve gotta listen to this episode.

Today’s show will focus on the yearly gift limits - looking at how to take advantage of it and save yourself some money in taxes and possibly protect your wealth in the future. https://www.irs.gov/taxtopics/tc313

Today we’re going to cover a boatload of facts about employee happiness and mental health concerns. https://www.realestatewitch.com/employee-unhappiness-2022/ https://www.sallyspencerthomas.com/guides-tools-and-other-beastly-resources

Today we discuss pivots that businesses have made that impacted the company forever. These changes sometimes save a company in trouble but oftentimes the pivot was just a change that made more money for an already profitable company.

Today’s show is all about finding hope even in gloomy times. A bear market or recession puts the negativity into overdrive online and at every news outlet so we’re going to push back on that. We’re going to talk about success stories that came out of past recessions or even the Great Depression. We’ll also look back at the 1970s -- lessons learned from that intense inflation and recession.

Today we discuss why some high earners are leaving certain states and cities in the US. Best places to live. https://www.city-data.com/top44.html Compare crime rates here. https://www.bestplaces.net/crime/?city1=51714000&city2=55553000

We all have stress when it comes to finances, however there are ways you can manage these worries.

Today we’ll be breaking down the debate about which stocks are better. Growth or Value - plus we’ll touch on rebalancing your portfolio.

Want to try one of life's toughest challenges? Try living on social security only. Join us as we discuss ways you can make this a reality.

Everyone has a different tolerance to financial risk. There are many factors that can influence this. Join us this week as we discuss why risk tolerance is such an important factor in investing.

In this episode we’ll break down some retirement portfolio examples that show how crushing a down market can be early in retirement and why.

This week, Eric discusses the most common fears of those approaching retirement and how you should address them. If you have any questions please reach to Eric at Eric@skybluewealth.com

This week Eric discusses many of the most common myths about retirement, and sheds light on the truth behind these myths.

This week Eric discusses a way for retired individuals to use their expertise developed from a long career as a source of additional income during retirement.

Join Eric in discussing the right time for your retirement.

A big pile of money sounds good at any point in life, right? But it is possible to leave too much on the table at the end of our retirement. Join Eric in discussing how much of your hard earned money you should be spending during your retirement.

Eric discusses the tough topics of will and the dangers of waiting until its too late.