Financial Focus – January 5th, 2022
Listen to this week’s Financial Focus as David Nelson talks about the math of investment losses that listeners should be aware of as well as different account types and tax planning.
Financial Focus – December 29th, 2021
Listen to this week’s Financial Focus as Jake Woodcock and Mike VanZuiden discuss the tax implications of mutual fund capital gain distributions as well as the differences between the structure of mutual funds and exchange-traded funds (ETFs).
Financial Focus – December 22nd, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the specific investment needs of a retiree’s portfolio as well as the impact of inflation and taxes.
Financial Focus – December 15th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and Andy Fergurson of NelsonCorp Tax Solutions discuss some of the tax rules that were relaxed during the pandemic that should be back on people’s radar going forward.
Financial Focus – December 8th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the recent inflation data and how higher levels of inflation can impact retirees.
Financial Focus – December 1st, 2021
Listen to this week’s Financial Focus as David Nelson discusses the connectedness of global markets, inflation, and the recent rise in volatility.