Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 4min
The Secure Act 2.0 Retirement Reform Bill Is as Big as It Is
03:55 • 2min
401ks - What's Going to Happen?
06:02 • 4min
401k Matches - Section 116 - Emergency 401K and IRA Withdrawals
10:23 • 5min
Securact 2.0 Annuities and Retirement Income
15:06 • 5min
The 10% Early Withdrawal Penalty Terminal Illness
20:26 • 4min
401k - What's Going to Be the World's Best?
24:30 • 4min
Do Roth IRA's Count in the Pro Rata Calculation?
28:28 • 3min
The Vanguard Federal Money Market Fund Is Yielding 4.18%
31:00 • 2min
Clark Asset Management - What Makes You a Financial Advisor?
32:47 • 2min
Fixed Flat Fee Retirement Income Experts
34:32 • 2min
How Do You Price Long Term Care?
36:07 • 4min
How to Determine Whether to Self-Insure?
39:49 • 4min
Do You Have an Ability to Make an Employee Contribution?
44:03 • 2min
401k Solo Owners - What's the Limit on Employee Contributions?
46:18 • 5min
Is There Double Dipping With the 457?
51:00 • 2min
Reinvest Dividends and Taxable or Not?
52:45 • 2min
The Trade Off of Simple Versus Tax Loss Harvesting
54:30 • 5min
I'm Proud of the Book Be the Bird by Bradley Clark
59:20 • 2min
Tax Loss Harvesting
01:01:13 • 3min
Tax Loss Harvesting
01:03:50 • 3min
Can You Use More Than $3,000 in Tax Loss Harvesting in a Year?
01:07:19 • 4min
Do You Have a Tax Loss Harvest?
01:11:35 • 5min