In this (solo!) episode Matt walks us through the tax treatment of vacation homes and second homes. What to know and how to capitalize on this unique tax strategy. Learn more in this episode!
#76 – Learning about your Credit Score
In this episode Eric and Matt dive into some of the mechanics about your credit score- how it works, why is it important, how to monitor it and how to improve it. A credit score is a basic part of financial literacy and your own financial plan. Learn more today!
#75 – Estate Planning Basics
In this episode Eric and Matt get back to the basics of the RETIRE acronym and discuss a sometimes uncomfortable, yet extremely important, topic which is Estate planning! Learn some of the basics and what you need to be thinking about in terms of your own estate plan today!
#74 – Highly Concentrated Stock Positions
If you have a highly concentrated stock position as part of your portfolio then this is the episode for you! Eric and Matt dive into financial and tax strategies of diversification in this episode.
#73 – Vehicles for Business
In this episode Eric and Matt discuss using your vehicle for business and the various financial and tax issues you should be considering about this topic!
#72 – Traditional or Roth for Retirement?
In this episode Eric and Matt discuss whether Traditional or Roth is the right choice for you. There are pros and cons to each and every situation is unique! Learn more today!
#71 – New Year Financial To Dos
Listen in on this episode for some Financial To Dos to get yourself ready for the year. Eric and Matt share five helpful tips for you in this episode!
#70 – Planning for Tax Time
In this episode Eric and Matt discuss how to best prepare and plan for taxes each year. Tune in to learn more tax preparation tips!
#69 – Financial Planning vs Financial Monitoring
What is the difference between Financial Planning and Financial Monitoring? Learn some of the subtle and not so subtle differences between Planning vs. Monitoring of your Financial situation. In this episode Eric provides some helpful tips on what to consider and how to approach monitoring your financial health.
#68 – Prioritizing Savings
In this episode Eric and Matt provide an easy to understand framework for what order should you considering your savings options in. Do you fund your 401(k) first? Your 529 plan? IRA account? The choices can seem overwhelming without a plan of action. Listen in and start saving efficiently now!