Personal Wealthbuilders Podcast
1) Episode 30: What a Financial Planner Can Do For You
Most people focus on financial planning for themselves because they have a particular problem (or goal) in mind. Solving this financial problem requires a financial planning process to solve it. This ...Show More
2) Episode 29: Getting a Grip on the New Estate Planning Laws
For estate planning this year, 2010, is unique due to changes in the tax laws. Listen in to get the details about how these changes can affect you. Find out what you can do make certain that your tax ...Show More
3) Episode 28: Understanding the Benefits of Trusts
Personal finance for individuals is getting more complicated every day. Look into how simple and complex trusts can assist your family in meeting its financial goals and objectives. Discover the benef...Show More
4) Episode 27: The Benefits of Investing For Your Children
Get the facts about the “Kiddie Tax”. Find out how you can easily calculate what the tax liability if for your child and what you can do to reduce your child’s taxes. Discover how parents can take tax...Show More
5) Episode 26: The Many Advantages and Limitations of Reverse Mortgages
A reverse mortgage supplies borrowed funds based on the market value of the house and age of the borrower. Reverse mortgages are often touted as the solution for older Americans who didn’t save for r...Show More
6) Episode 25: Taking Advantage of Educational Tax Opportunities
Discover how the American Opportunity Tax Credit (formerly called Hope Scholarship Credit) and the Lifetime Learning Credit can lower your taxes. See how different types of student loans can fund your...Show More
7) Episode 23: Divorce II: The Impact on Retirement Plans
Did you lose a portion or all of your retirement benefits in your divorce? What can you do now to make up the difference? Listen in and become aware of the alternative retirement funding strategies th...Show More
8) Episode 22: Divorce I: The Impact on Your Taxes (Your Deductions and Alimony)
Now that you are divorced who takes the tax deduction for the children? Can you deduct your alimony and child support payments? Why should you be wary of “front-loaded” alimony payments? Get answers t...Show More
Episode 22: Divorce I: The Impact on Your Taxes (Your Deductions and Alimony)
29:52 | Jun 29th, 2010
9) Episode 21: Home Buying, the Credit Crunch and You
Many people want to take advantage of today’s low interest rates but are surprised when they are turned down for a mortgage. Discover how the “credit crunch” has affected home buying and what you can ...Show More
10) Episode 20: Pain-Free Ways to Increase Your Savings
Most people want to save but find themselves with no money at the end of the pay period. Discover effective ways that you can overcome this problem and increase your savings. See how you can use forma...Show More