Talking Money

Informações:

Sinopsis

Financial Planner Mike Millers weekly radio show on sound investing.

Episodios

  • Diversification: Recipe for Mediocrity or Smart Strategy?

    15/02/2020 Duración: 46min

    Mike Tyson is quoted as saying “Everyone has a plan until I punch them in the face!” Investing can be like that too—you have a good strategy, but as soon as something fearful happens, you blow it up in smoke. Is diversification a recipe for mediocrity or a smart strategy?

  • Estate Planning Updates

    08/02/2020 Duración: 46min

    Recent changes in estate tax law could cause your estate plan to pass your assets in a way that you don’t intend.  Estate planning attorney, Joel Stoudenmire, joins Mike to review the changes and tell you what you need to watch out for.  Do you have some type of “Formula Trust” in your documents?  This […]

  • 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?

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