Financial Focus – May 29th, 2024
Join us for this week’s episode of Financial Focus, where Nate Kreinbrink and Andy Fergurson discuss tax planning strategies to help manage and optimize your taxable income effectively.
Financial Focus – May 22nd, 2024
Tune into this week’s episode of Financial Focus, where Nate Kreinbrink and Mike Steigerwald discuss the all-important topic of health insurance coverage during retirement.
Financial Focus – May 15th, 2024
In this week’s episode of Financial Focus, Nate Kreinbrink and Andy Fergurson discuss the importance of scrutinizing IRS or state tax letters and what do if you receive one in the mail. They also address planning strategies for inheriting IRAs under the new 10-year distribution rule.
Financial Focus – May 8th, 2024
Join Nate Kreinbrink and Mike Steigerwald on this week’s Financial Focus as they stroll through retirement planning tips, from managing pensions to optimizing Social Security.
Financial Focus – May 1st, 2024
Check out this week’s episode of Financial Focus, where David Nelson emphasizes the need for informed financial decisions and talks about the value of having a strong team to support clients. He also shares his personal experience of seeking coaching to improve his role within the company.
Financial Focus – April 24th, 2024
In this episode of Financial Focus, Nate Kreinbrink discusses the importance of understanding and adjusting your withholdings to ensure you are not overpaying or underpaying taxes throughout the year. He also emphasizes the significance of estate planning, as well as the differences between wills and trusts and the importance of updating beneficiaries on retirement accounts and insurance policies.