The Financial Translator

#33 - Market Update 5/31/2023 05.06.2023 15:58 ↓

This episode provides a market update through May 31 2023!

#32 - Your 2022 Tax Return is Talking - LISTEN! 24.05.2023 27:34 ↓

Before tossing your 2022 tax return in your files, take a look at some key lines and engage in tax planning for 2023.

#31 - Market Update 4/30/2023 02.05.2023 22:20 ↓

This episode provides a market update through Apr 30 2023!

#30 - Social Security and Medicare Funding Status 17.04.2023 26:50 ↓

Social Security and Medicare are important programs providing income and health coverage during retirement.  Yes the programs will be around when you retire, but benefits may be reduced.  Here is a financial overview of these programs in a Q&A format. Interested in hearing more about this topic? Don't miss this blog post on our website! Want to learn more about our firm? Click here to schedule...

#29 - Market Update 3/31/2023 05.04.2023 21:30 ↓

This episode provides a market update through Mar 31 2023!

#28 - Banks - Concerned, but not Worried 21.03.2023 25:41 ↓

Banks are in the news.  Here is a summary of the recent events and why this differs from 2008.

#27 - Market Update 2/28/2023 01.03.2023 20:48 ↓

This episode provides a market update through Feb 28 2023!

#26 - Round 2 of SECURE Act 2.0 20.02.2023 22:54 ↓

Last month I summarized 25 key provisions for both individuals and businesses.  This time I dig a little deeper on five provisions that apply to – or piqued the interest of - many individuals and are worth repeating.

#25 - Market Update 1/31/2023 03.02.2023 18:20 ↓

This episode provides a market update through Jan 31 2023!

#24 – SECURE Act 2.0 Highlights 20.01.2023 26:02 ↓

This episode highlights key provisions of SECURE Act 2.0 impacting retirement plans

#23 - Market Update 12/31/2022 05.01.2023 25:28 ↓

This episode provides a market update through Dec 31 2022 – Happy New Year!

#22 - Father Forgets 16.12.2022 4:51 ↓

Here is my traditional Holiday post.  The energy and excitement of youth is especially noticeable this time of year.  Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.” Happy Holidays!

#21 – Market Update 11/30/2022 05.12.2022 19:32 ↓

This episode provides a market update through Nov 30 2022 – US $ and rates were down.

#20 - FTX Bankruptcy – What you should know 17.11.2022 28:16 ↓

My topic today covers the recent FTX bankruptcy, the major players and issues, and what it means for crypto moving forward

#19 – Market Update 10/31/2022 02.11.2022 20:29 ↓

My topic today covers the market update through Oct 31 2022 – plus the new I Bond rate.

#18 – Social Security Inflation Adjustment for 2023 – 8.7% 14.10.2022 16:12 ↓

My topic today covers the 2023 SS inflation adjustment – a silver lining in this cloudy inflationary environment.

#17 – Market Update August 31 2022 09.10.2022 26:28 ↓

My topic today is an overview of the markets through 9/30/2022.  Also check out the graphs on my blog.

#16 – Fall Benefits Enrollment – Take a Closer Look 23.09.2022 18:40 ↓

My topic today covers annual benefits enrollment.  Don’t just default to last year’s choices.

#15 – Market Update August 31 2022 07.09.2022 18:07 ↓

My topic today is an overview of the markets through 8/31/2022.  Also check out the graphs on my blog.

#14 – College Funding in Action: 529 Withdrawals and Student Loan Moratorium 18.08.2022 24:43 ↓

My topic today is providing tips on withdrawing 529 funds for college bills and a heads-up to the end of student loan moratorium on 9/1/22.

#13 – Market Update July 31 2022 09.08.2022 15:41 ↓

My topic today is an overview of the markets through 7/31/2022.  Also check out the graphs on my blog.

#12 - Summer job? What to do with initial earnings. 19.07.2022 18:12 ↓

Investment considerations for someone with first earnings, summer job, etc.

#10 – Are Social Security and Medicare Going to Last? 24.06.2022 22:18 ↓

My topic today is SS and Medicare funding status.  Will they be around for you? Follow along in easy Q & A format.

#9 – Market Update May, 31 2022 09.06.2022 15:22 ↓

My topic today is an overview of the markets through 5/31/2022.  Also check out the graphs on my blog post.

#8 – 529 Plans: What Are They and How Do I Use Them? 31.05.2022 27:23 ↓

My topic today is 529 Plans. Know the two main types.  Follow along in easy Q & A format. Interested in learning more about this topic? Don't miss this blog post! Want to learn more about our firm? Contact us today by clicking here!