Fuchs Around & Cal Them Out

Many people wonder if they really need a financial advisor. In this episode, Ben Fuchs and Alex Cal break down four real situations where working with an advisor can make a major difference. From dealing with poor customer service at large firms to navigating retirement income, losing a spouse, or understanding the mechanics of actually retiring, these are the moments when guidance matters most.🔹 Our Philosophy:At our firm, we prioritize steady, reliable growth over high-risk, high-reward strategies. We believe in guiding our clients through a retirement plan that brings peace of mind and stability.📞 Schedule a Consultation:Ready to discuss your retirement plan? Schedule a 15-minute call with us. Click the link below to find a time that suits you.👉 Schedule Your Call Here: https://www.fuchsfinancial.com/schedule-2/🔔 Stay Updated:Don't forget to like, comment, and subscribe for more insights on financial planning and retirement strategies.📲 See us here:Website: https://fuchsfinancial.comFacebook: https://facebook.com/fuchsfinancialInstagram: https://instagram.com/fuchsfinancialLinkedin: https://www.linkedin.com/company/fuchs-financial/#fuchsfinancial #retirement

In this episode of Fuchs Around & Cal Them Out, we sit down with the founder of Friends with Feeney, a West Hartford based charity making a real impact in the community.Ben Fuchs goes behind the scenes of running a charitable organization, including the financial realities, the responsibility of stewardship, and what it takes to turn a mission into sustained action. This conversation focuses on leadership, transparency, and the long-term commitment required to make a difference.Learn more about Friends of Feeney and their mission here:👉 https://friendsoffeeney.com

Starting the year with a clear financial plan can make a major difference as you approach retirement. In this episode, we walk through a practical 20-item financial checklist designed for individuals in or near retirement.Ben Fuchs and Alex Cal cover what to review, update, and confirm early in the year, including retirement accounts, tax planning, income strategy, investments, insurance, and estate considerations. This checklist helps reduce surprises, improve confidence, and keep your retirement plan on track.🔹 Our Philosophy:At our firm, we prioritize steady, reliable growth over high-risk, high-reward strategies. We believe in guiding our clients through a retirement plan that brings peace of mind and stability.📞 Schedule a Consultation:Ready to discuss your retirement plan? Schedule a 15-minute call with us. Click the link below to find a time that suits you.👉 Schedule Your Call Here: https://www.fuchsfinancial.com/schedule-2/🔔 Stay Updated:Don't forget to like, comment, and subscribe for more insights on financial planning and retirement strategies.📲 See us here:Website: https://fuchsfinancial.comFacebook: https://facebook.com/fuchsfinancialInstagram: https://instagram.com/fuchsfinancialLinkedin: https://www.linkedin.com/company/fuchs-financial/#fuchsfinancial #retirement

In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal talk about year end mistakes that cost you thousands of dollars. They also dive into the different decisions that you may come up against in your year end financial planning. 👉 Learn more and connect with us:🌐 ⁠⁠⁠⁠⁠fuchsfinancial.com⁠⁠⁠⁠⁠📘 ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠💼 ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶️ ⁠⁠⁠⁠⁠YouTube⁠⁠

In this episode, Ben and Alex dive into the real-life tax quirks, small business loopholes, and investment mistakes that they see every week working with clients. They start with a client case involving the sale of a C-Corporation and the Qualified Small Business Stock (QSBS) exclusion, explaining how some owners can completely avoid capital gains taxes when selling their company.The conversation then moves into year-end tax planning, the traps of putting municipal bonds inside IRAs, and why chasing “hot” tech or AI stocks can backfire. It’s a candid, down-to-earth talk about how small mistakes or misunderstood tax rules can quietly cost investors thousands, and how to spot them before they do.👉 Learn more and connect with us:🌐 ⁠⁠⁠fuchsfinancial.com⁠⁠⁠📘 ⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠💼 ⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠▶️ ⁠⁠⁠YouTube