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In order to fully understand qualified charitable distributions, you’ll want to know what required minimum distributions are and how they work. Today we have Katie Kavehrad back on the show to discuss the inner workings of RMDs and QCDs. If you’re retired or approaching retirement age and you want help building your tax planning strategy, the tools talked about in this episode are for you!You can find show notes and more information by clicking here: https://bit.ly/3USOmqy
It’s important to know as much as you reasonably can about the financial tools you have in your tool bag. Katie Kavehrad joins me again today to talk about Donor Advised Funds (DAFs) and how this particular tool can be used for charitable giving, investing strategies, financial planning, and more. In this episode, you will get a better understanding of the different roles DAFs can play in your finances and giving opportunities. You can find show notes and more information by clicking here: https://bit.ly/3U5aWf7
Today Katy Kavehrad, a financial planner at Paradigm Wealth Planners, joins the show for the first time! We're covering how she helps clients achieve their goals, as well as key things that are happening in financial news and markets. You'll hear good news, insight into what to watch carefully, and more.You can find show notes and more information by clicking here: https://bit.ly/3CWn3Fy
Ep #67: What If…?

Ep #67: What If…?

2022-10-0625:28

Today I want to answer some questions that have come up lately in light of the recent market turbulence and volatility. There are a lot of “what if?” questions floating around people’s heads, and today I will provide some clarity and answers that will offer a bit more relief or a sense of preparedness. By clearly defining things like risk and volatility, as well as understanding the other fear factors out there right now, you can find a better way to make smart decisions around money.You can find show notes and more information by clicking here: https://bit.ly/3SQx50i
Ep #66: Bond Laddering

Ep #66: Bond Laddering

2022-09-2223:08

A stable retirement portfolio is something that we are all seeking and working to ensure. In this episode, I’ll share how bond laddering can be used as a strategy when investing to reduce risk and increase stability. You will get some quick and easy insight into what a bond is, the types of bonds out there, and how laddering can be used to reduce a variety of risks.You can find show notes and more information by clicking here: https://bit.ly/3qU5TBO
Just a short time ago, on August 16th, The Inflation Reduction Act was signed into law. So, can we expect inflation to go down? Will this affect your finances in any specific areas? Listen in to hear the most important things you need to know about and how to properly navigate the changes this bill may bring.You can find show notes and more information by clicking here: https://bit.ly/3AW6ac4
Playing it safe to avoid losing your money can seem like the only rational strategy. However, in the past, we have seen repeated patterns of a market downturn that send the world into a panic. Despite these crises, the market has always been resilient and eventually bounced back, stronger than before. So, in this episode, I will be explaining why long-term investors who don’t sell in a panic or lose sight of their financial goals are generally rewarded. You can find show notes and more information by clicking here: https://bit.ly/3dTVVgx 
A few weeks ago, a client mentioned to me that they had an old Roth IRA from years ago that they had lost track of. This reminded me that there is a search that you can do for lost property. So, if you or someone you know ever find yourself in the position of needing to find some kind of property or resource that you lost, this is the episode for you.You can find show notes and more information by clicking here: https://bit.ly/3vO4Mqc
We often spend so much time chasing the next thing, moving to the next task, and completing the checklist that we don’t take the time to stop and ‘smell the roses.’ In this episode, I share a moment in a conversation where a colleague reminded me how important it is to truly celebrate our wins in life. You will also hear about some of the recent wins I have been encouraging clients to celebrate.You can find show notes and more information by clicking here: https://bit.ly/3AJgm99
It’s really important to build perspective around the bear market we’re currently in, the talk about recession, the anxiety, and more. Now is the time to really look at the stats so that we can have a better understanding of what’s going on and what happens next. In this episode, I’ll be covering some important stats, as well as listener questions that all go hand-in-hand.You can find show notes and more information by clicking here: https://bit.ly/3AJgm99
Thought-leader in the world of personal finance Carl Richards said, “We all know that no matter how worried, scared or excited we’re feeling, 2+2 always equals 4. But when it comes to money, money equals feelings.” This is a great way to see how money is very much related to emotions, and that is what I’ll be addressing in this episode. Join me as I unpack the risks of emotional decisions and clouded judgment, as well as how to get one step ahead of yourself in this area.You can find show notes and more information by clicking here: https://bit.ly/3AdiohA
Cybercrime continues to evolve, and with new threats surfacing every year, it is more important than ever to ensure you are secure. Taking some basic precautions, as well as learning how to recognize cybercrime, are crucial first steps to take to help protect yourself and your data. So, how do you know what to look out for? Jonathan Addington, President of JM Addington Technology Solutions, will be joining the show today to share what you need to know to keep your information safe and secure.You can find show notes and more information by clicking here: https://bit.ly/3zsoudC 
It is clear to see that the current market is pretty volatile, but how bad is it really? According to recent statistics that have been released, this is one of the worst first 100 days of the year that we have seen in over a century. So, what exactly does this mean—and how can we navigate this market downturn moving forward? In this episode, I will be explaining two timely strategies that can be used in crazy market volatility.You can find show notes and more information by clicking here: https://bit.ly/3a956I8  
There is a question that comes up routinely with clients: what is an I bond and why should I invest in them? In this episode, I’m sharing why you may want to consider this high-rate investment in your financial portfolio.You can find show notes and more information by clicking here: https://bit.ly/3waj03R
There’s no question that there’s a huge concern among many about the current state of house prices, especially as interest rates rise. If you own a home already and are near retirement, how can you leverage the market and how can a financial planner help you strategize and think through your options? In this episode, I’m exploring a real-life case study that really brings financial planning to life.You can find show notes and more information by clicking here: https://bit.ly/3OB5heZ
With surging inflation, rising interest rates, and no end in sight, the need for an emergency fund is more important than ever. In this episode, I’m breaking down what an emergency fund is (and isn’t!) and how you can use one to insulate yourself from rising expenses.You can find show notes and more information by clicking here: https://bit.ly/3jwoP5T
From wills to taxes to assets, there are many areas to consider when it comes to estate planning. In this episode, I’m divulging a key estate planning mistake that many people make and sharing three reasons why you should avoid making this mistake yourself. I also offer an alternative to consider instead.You can find show notes and more information by clicking here: https://bit.ly/3DoxZKF
There’s no doubt that there has been a ton of turmoil in the markets over the past little while. With the current conflict in Eastern Europe, high domestic inflation, and record gas prices, it’s no wonder that people are worried about the state of their investments. While many will give in to the worry and start divesting, today I’m talking about why so often the best thing to do is actually nothing at all.You can find show notes and more information by clicking here: https://bit.ly/34Jf5kU1-05262883
It’s no secret that investing in the markets can sometimes feel like a rollercoaster ride that leaves you dizzy and overwhelmed. In this episode, I’m talking about some of the turbulence we’ve seen in the markets over the past few years, how to shape your mindset and perspective around its ebbs and flows, and how to formulate a planning strategy so you can feel in control and confident—no matter which way your investments are going.You can find show notes and more information by clicking here: https://bit.ly/3pnKjoG
Are you unsure about the difference between an exchange-traded fund and a mutual fund? While ETFs and mutual funds do share some similarities, there are some major differences that you should be aware of before investing in either. Listen in as I dive into the specifics of exchange-traded funds, including how they compare to other types of funds when it comes to price and taxation.You can find show notes and more information by clicking here: https://bit.ly/3sHvCxT
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