Talking Money

Informações:

Sinopsis

Financial Planner Mike Millers weekly radio show on sound investing.

Episodios

  • The Importance of Diversification

    01/02/2020 Duración: 46min

    Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock.  Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.

  • All I want for Christmas is . . . a TAX BILL? 

    25/01/2020 Duración: 46min

    All I want for Christmas is . . . a TAX BILL?  Alan Cox, CPA, Director of Estate/Trust Planning and Estate Settlement joins Mike to discuss the brand new SECURE Act.  Everyone who has an IRA needs to hear this!!

  • Investors: Attributes and Mistakes

    18/01/2020 Duración: 46min

    What are the three key attributes that make an investor successful?  What is the biggest mistake people make with investing?

  • Taxing IRA Distributions

    11/01/2020 Duración: 46min

    How are distributions from IRAs taxed?  When you’re over 70 ½, is it better to use a Qualified Charitable Distribution when making a gift, or to give appreciated assets?

  • A Decade with No Recession: What the Experts Said

    04/01/2020 Duración: 46min

    The 2010s was the first decade in American History without a recession. What did the experts say was going to happen with the stock market in 2019?  One well-respected analyst is predicting the Dow Jones Industrial average will hit 40,000 in 2020! Special feature: history of the song “Santa Claus is Coming to Town.”

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