Thirteen Celebrity Estate Planning Lessons Revisited
Episode 339 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Getting Back to the Basics Revisited
Episode 175 – Between personal responsibilities and career commitments we tend to overlook the fact that there are certain basic areas that we need to pay attention to. If these basic areas are not addressed. there may be serious gaps in our financial plan. Learn just how critical this is as we revisit one of our popular episodes.
Changes to Key Estate Tax Planning Numbers in 2022
Episode 161 – The inability of Congress to reduce by half the $11.7 million estate and gift tax exemption amount in 2021, leaves us with an even higher exemption amount for 2022.
Social Security COLAs: Less than Advertised?
Episode 159 – Not as good as advertised. The recent 5.9% Social Security COLA isn’t as good as it seems.
Changes to Your RMDs in 2022
Episode 157 – New IRS tables will impact required minimum distributions beginning in 2022. Learn how it could impact you here.