5 Strategies to Improve your Investing Experience
Scott and John discuss simple strategies to make your investing experience and outlook more positive.
2023 Mid-Year Economic Update
Financial planners John Mickelson & Patrick Jenkins discuss economic updates for 2023.
2023 Economic Forecast
Patrick and John discuss economic indicators for with economist Robert Spendlove.
Common Tax Mistakes
In this episode, Patrick Jenkins and Olivia Williams discuss long term vs short term tax planning and common tax mistakes.
Required Minimum Distributions (RMDs)
Patrick Jenkins and Olivia Williams give you the rundown on Required Minimum Distributions (RMDs). What are the rules for multiple accounts and 401ks? What pitfalls can you avoid? What happens if you forget to take an RMD? Get answers to all these questions and more in today's episode.
Taxes on Retirement Accounts
Patrick Jenkins and Olivia Williams discuss taxing on Roth IRAs vs. Traditional IRAs, Tax deadlines, Tax forms, and an order of operations for funding retirement accounts.
Social Security
Will social security run out of money? Patrick Jenkins and Scott Grover touch on Social Security topics including COLA: the cost-of-living adjustment, Medicare premiums, inflation, and fixed income.
Estate Planning
John, Patrick, and attorney Todd Hallock dicuss estate planning, wills vs trusts, beneficiaries, annual gifting, and state tax exemption.