In this episode, we dive into the "One Big Beautiful Bill Act," unpacking eleven critical tax changes. From expanded deductions to new credits, we break down how these reforms impact individuals, families, and businesses. I explain each change in clear, actionable terms, offering insights on possible ways to maximize your tax savings. Whether you're a homeowner, entrepreneur, or planning for retirement, this episode highlights opportunities to optimize your tax strategy. Tune in to understand how this new Act (signed on July 4th! ) reshapes the tax landscape and likely empowers you to keep more of your hard-earned money.
In this episode, we explore how to navigate the ups and downs of a volatile market with confidence. Learn three essential insights every investor must know to safeguard their portfolio and capitalize on opportunities during uncertainty. We also delve into historical statistics, revealing the risks of market timing and why attempting to predict market movements often leads to costly mistakes. This episode empowers you to stay disciplined and make informed decisions, ensuring your investments thrive no matter the market conditions.
Did you know that over 1 million seniors have used HECMs to unlock the equity in their homes, providing a vital source of income during retirement? On this episode, I am joined by Dennis Cooper, an expert in Home Equity Conversion Mortgages (HECMs). Whether you're considering tapping into your home's value or just want to understand your options better, this episode is packed with insights you won't want to miss. Stay tuned as Dennis breaks down the pros, cons, and everything in between about home equity conversion mortgages.
Nearly 70% of people over 65 will need long-term care. In this episode, Brant Steck joins Patrick to discuss care options, rising costs, and smart financial planning tips you need to know.
Discover the power of private equity investing with John McArthur, CIO at Krilogy. Learn key strategies, benefits, and why private equity is a game-changer for high-net-worth investors. Water now for expert insights!
Thinking about selling your business? Discover three critical strategies to maximize its value, streamline the transition, and set yourself up for a successful exit. Don't miss this essential guide to preparing for the sale of your business!
Join us as divorce attorney Sophy Raza of Raza Family Law Solutions shares invaluable insights on navigating finances during divorce and critical items to be aware of during this challenging transition.
What happens to the stock market during a Presidential election year? In this episode, I address historical trends of the S&P 500 around the U.S. Presidential election year.
An interview w/ serial entrepreneur Rick DeStefane. Rick owns 115 businesses and growing! If you aspire to become an entrepreneur or are one currently but want to elevate your game, listen as we dive into the mindset of Rick.
Let’s talk STL. Discover how he turned his passion for social media into a thriving marketing company working with some of the most well-known St. Louis companies such as the Cardinals, Anheuser-Busch, and STL City SC.
On this "Minutes on Money" episode, we're talking all things 529 plans - the ultimate tool for saving and paying for higher education.
Business-owner? You MUST watch this episode! It could potentially save you thousands of dollars per year on your healthcare costs.
Maximize Your Tax Savings with Donor Advised Funds! Learn how to save money on taxes while making a difference in the world.
In this informative video, we will be diving into the topic of Net Unrealized Appreciation (NUA) and how understanding this little-known tax saving strategy can potentially save you thousands of dollars in the long run.
In this short video, I introduce this retirement (and legacy planning) strategy and the benefits of Roth IRAs including whether or not they may be beneficial for you.
Sam Primm, a Real Estate Investor with a staggering 46 million dollars. Join us for an insightful conversation about investing, and the need to knows to get into real estate.
In 10 minutes, I share with you SIX important tasks that you can and should complete to better your financial future, this year. You got this!
Fred Williams, psychotherapist and owner of Mental Alchemy Counseling -talks about mental health and ways that you can help yourself throughout the day.
The Enrich Your Journey Podcast
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