The Biggest Tax Issues We've Seen In 2022

Why Should You Hire a Financial Advisor

Release Date: 04/25/2023

Description: The question is pretty straightforward: Do I need to use the services of a financial advisor, or can I simply manage my investments, my retirement income, and my taxes by myself?The answer, though, is not readily apparent.  A financial advisor can help a person with a little, with some, or with all of their financial needs, depending on what each individual requires.  As we so often say, everyone's situation is different.On this week's episode of Managing Your Financial Future, podcast host Johnny Dean speaks with Chris Lloyd, CFP®, ChFC from the Lucia Capital Group office in Scottsdale, AZ about what important questions you need to ask yourself when considering whether or not a financial advisor may make sense for you.

Explicit: No

Setting Up Your Heirs for Sudden Wealth

Release Date: 11/22/2022

Description: If you’re accustomed to living on a certain amount each year, with fairly stable savings account balances, it can be a real shock to the system when you suddenly receive a large influx of money that alters your current financial situation. While a small percentage of people achieve this through winning some kind of cash prize, more often than not it comes about through an inheritance.  Even if that inheritance was expected, the resulting “shock” can be either a good thing or a bad thing.  It all comes down to planning. How can you help your heirs potentially avoid the so-called “Sudden Wealth Syndrome?” Join podcast host Johnny Dean and “Professor” Rick Plum, CFP® along with their special guest, Joe P. Lucia, wealth advisor and President of Lucia Capital Group for answers to that important question on this week’s episode of Managing Your Financial Future! 

Explicit: No

How To Keep Your Parents Financially Safe

Release Date: 06/13/2023

Description: As our parents age, it's only natural for us to want to keep an eye on them to make sure their finances stay in good order: bills paid, taxes done correctly, RMDs taken, etc. Sometimes that's much easier said than done.How do you make sure your parents are on top of their financial situation as they get older? Is there a way to protect them from scams?  How do you spot the signs that something might be wrong?Podcast host Johnny Dean tackles these questions with his special guest Ara Freedman, wealth manager at Lucia Capital Group on this week's episode of Managing Your Financial Future!

Explicit: No

The Biggest Tax Issues We've Seen In 2022

Release Date: 10/11/2022

Description: 2022 has been a year of stock market volatility, but it's also been a year that's given many people a surprise on their tax bill.  When income from stocks is down, you might think that your tax bill should be lower.  But in some instances, this hasn't been the case.Part of the problem stems from the fact that stocks ended 2021 on such a high note.  Because of that, your Required Minimum Distributions for this year, which are based on your year-end balance from last December, have often been higher than many people expected.And why are some people getting a bill this year for extra capital gains taxes?  These questions and more are answered this week as podcast host Johnny Dean speaks with "Professor" Rick Plum, CFP® and Lucia Capital Group Advisor Jonathan Savona, CFP® on this week's episode of Managing Your Financial Future.

Explicit: No

Think Smart with TMFG

Release Date: 09/03/2020

Authors: The McClelland Financial Group of Assante Capital Management Ltd.

Description: Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

Explicit: No

Young Money Podcast with Dasarte Yarnway

Release Date: 08/29/2020

Authors: Dasarte Yarnway

Description: Based in San Francisco, Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group. His podcasts explore personal finance topics, capital markets and all things motivational.

Explicit: No

Money n30

Release Date: 08/12/2020

Authors: nVest Advisors, LLC

Description: Learn more about investing, managing money, and planning successfully for your future with nVest Advisors CEO and financial planner Jeremy Torgerson.

Explicit: No

Your Financial Future

Release Date: 04/30/2021

Authors: 100.1 WJRZ

Description: Jersey's Greatest Hits

Explicit: No

Ezzat Daniel Nesseim

Release Date: 03/25/2021

Authors: Ezzat Daniel Nesseim

Description: Ezzat Daniel Nesseim is developing and managing a portfolio of high net worth private clients with a view to generating revenue through the provision of all financial services such as investments, credit, protection, and capital markets.

Explicit: No

The Family Finance Show

Release Date: 09/25/2020

Authors: Diana Granoux

Description: A podcast that helps families make better financial decisions. Hosted by entrepreneur and mom, Diana Granoux in collaboration with Warren Ingram. Every week, we share an episode on topics relating to increasing your family income, managing family expenses, controlling your debt and investing for the future. Diana interviews experts, entrepreneurs and families like yours about how they are creating a secure financial future for themselves and their loved ones.

Explicit: No

Making Smart Decisions with Josh Tirado

Release Date: 12/21/2020

Authors: JT Financial Group

Description: Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.

Explicit: No

Can You Hold My Attention? The Derek Bruton Podcast

Release Date: 04/28/2021

Authors: Derek J. Bruton

Description: Welcome to “Can You Hold My Attention?”. In this podcast, financial services industry veteran and Gladstone Group Senior Managing Director Derek Bruton invites his guests to discuss and debate the latest trends and hottest topics facing financial advisors today. The guest list represents a who’s who of the financial services industry. Derek’s goal is to provide you with insight into how he and other leaders think about today’s challenges and plan for future success.

Explicit: No

The Recap by Drawing Capital

Release Date: 01/01/2022

Authors: Drawing Capital

Description: The Partners of Drawing Capital dissect the week's most important events in financial markets and technology. --Drawing Capital Group LLC ("Drawing Capital") is a private investment firm based in Silicon Valley, sharing its journey of growth through technology-based investing.

Explicit: No

SmartPurse

Release Date: 09/02/2020

Authors: SmartPurse

Description: Get smart with money. Protect your future and increase your financial health, happiness and independence.

Explicit: No

Smart Money With Brad Rosley

Release Date: 08/20/2020

Authors: Smart Money With Brad Rosley

Description: Financial Facts and Options To Secure Your Productive Financial Future.

Explicit: No