taxes

Is a 401(k) Rollover Right for You?

https://youtu.be/-0bDZsoMdgA Gone are the days where people enter the workforce and stay with the same company for 30+ years, eventually riding off into the sunset of retirement with a nice pension. Instead, employees are often moving between jobs as they explore new career paths and search for opportunities to grow and flourish. As they move…

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Ep 14: Financial Mental Blocks

Check out what you’ll learn in this episode: Can optimism hurt you financially? (1:02) Has The Law of Triviality got you down? What trivial matters are distracting you? (5:17) Is the “Ikea Effect” causing you to place a higher value on a failed financial strategy? (11:14)  

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Ep 2: Ways to Improve Your Tax Position

The best way to get the most out of the money you’ve earned is to make sure you aren’t giving any of it away. By utilizing smart and careful tax planning strategies, you can set yourself up for a better financial future. Today we’ll address some of the common tax questions we hear and talk about a few of those strategies to help you protect the money you’ve earned.

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