Income Tax Planning

Ep. 199 – Social Security: Timing, Taxes & The Truth

Ep 186 – Decoding the One Big Beautiful Bill Act (OBBBA) with Eric Fuhrman

Ep 181 – Dear Patti: Long – Term Care

Ep 154 – When to Take your RMDs

Ep 152 – Unpacking The Secure Act 2.0 with John Nersesian

Ep134: Does An Annuity Fit Within My Financial Plan?

Ep127: The 5 C’s of Credit

Ep120: Issues to Consider…Beginning of Year

Ep113: Tax Loss Harvesting

Ep104: Tax Planning Strategies and Updates with John Nersesian of PIMCO