Change your life by
managing your money better.
Subscribe to our free weekly newsletter by entering your email address below.
Subscribe to our free weekly newsletter by entering your email address below.
Notes are short today because I have a crazy day, but more importantly how about my Bulldogs! I do not mention it on today’s show (recorded the show on Thursday before the win), but I was in Athens for most of the weekend and it was just incredible. Ok on to what you came here for…. Personal Finance Info.
On today’s show we discuss:
1st Segment includes information on what you need to look at with your portfolio at year end.
** Harvesting Tax Losses
** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year).
** Charitable donation reminder
2nd Segment
Six Ways to Save on Auto Insurance by Stephanie AuWerter from SmartMoney Magazine
3rd Segment
What’s Wrong with Variable Annuities article publised on the SmartMoney.com website
Thanks for listening, and I will try to allocate more time to show notes in next week.
Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:
Free Resources
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Articles
Have you filed your taxes yet? You still have ample time left until the April 15th deadline, but it’s probably best not to procrastinate too...
Articles
Health insurance premiums may make up a significant portion of your budget. How can you find more affordable health insurance? Is it ever worth going...
Articles
Each year, the IRS adjusts retirement account contribution limits, standard deductions, marginal tax rate brackets, and more for inflation. I’m happy to announce that it...
How about more sense and more money?
Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.
Free Resources
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
It's like finding some change in the couch cushions.
Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.
Episodes
Think $1 million is enough to retire? Bo reveals what that number actually buys you, and how Social Security and inflation can change everything.
Episodes
Could the biggest factors in a fulfilling retirement have less to do with your savings than you think? We break down the mindset shifts, habits,...
Episodes
We react to the internet's wildest financial takes, from gas tank wealth hacks to meme stock luck and Rolex investments, separating ridiculous advice from a...
Subscribe to our free weekly newsletter by entering your email address below.