May 16, 2019 | Mailbag, Podcast
We’ll start off things off this week by discussing the effects of the tax code changes on people’s tax returns this year. Then we’ll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations,...
Feb 7, 2019 | Mailbag, Podcast
Jude and Mike take on various email questions from around the Orlando area. They’ll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you’ve maxed out your 401(k) contributions. And...
Dec 6, 2018 | Mailbag, Podcast
On this episode we take questions from listeners all over Florida. We’ll discuss safe investing versus growth, identifying fiduciary advisors, and more.
Oct 12, 2018 | Mailbag, Podcast
We’ve got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it’s...
