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On the Money: Alpha Planning 101

Feb 25, 2022

  • Break-down of Medicare costs
  • How Medicare compensation works
  • What Medicare does not cover, including a discussion about Long Term Care


Feb 11, 2022

  • Tax Cuts & Job Act Upcoming Expiration
  • Micro & Macro views of Taxation: looking in the past vs. looking in the future
  • Tax Diversification Planning and understanding the IRS’s “bucket structure”:
    • Income Taxable
    • Tax Deferred
    • Tax Free
  • Roth Conversions


Feb 4, 2022

  • Risk & Volatility in the market
  • The Great Resignation
  • 3 Bucket Structure for your money
    • Safety
    • Income
    • Growth