It’s time for Financial Focus! In this week’s episode, Nate Kreinbrink is joined by Andy Fergurson to discuss various financial topics, including those related to tax credits for residential energy improvements and solar installations, as well as the role of the taxpayer advocate, a government-funded organization that helps protect taxpayers’ rights when dealing with the IRS.
In this week’s episode of Financial Focus, our hosts Nate Kreinbrink and Mike Steigerwald highlight the need to tailor financial strategies to individual circumstances. They discuss topics related to tax planning, retirement income, and investment choices, while cautioning against blindly following advice based on others’ experiences.
James Nelson joins Nate Kreinbrink in this week’s episode of Financial Focus to discuss the importance of financial planning in the fourth quarter of the year. They touch on topics like retirement account contributions, Roth conversions, tax withholdings, portfolio rebalancing, and the changing landscape of retirement savings.
Welcome to Financial Focus, featuring host Gary Determan with David Nelson of NelsonCorp Wealth Management, where they discuss various topics including the impact of interest rates on bonds, the importance of portfolio diversification, and David’s outlook for the current year’s financial markets.
In this week’s episode of Financial Focus, Nate Kreinbrink walks us through various financial planning topics, such as the importance of reviewing budgets, considering contributions to retirement plans, checking investment portfolios, updating beneficiaries, and tax loss harvesting as part of a comprehensive financial roadmap.
Welcome to this week’s episode of Financial Focus, where Nate Kreinbrink and Mike Steigerwald discuss topics related to tax planning and some strategies such as Roth conversions and Social Security timing to optimize retirement finances.