Episodes
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2026-10-10 Keep More, Pay Less: Tax-Saving Strategies You May Be Missing
Are you paying more in taxes than you need to? In this episode of Keep What's Yours, senior tax strategist and wealth advisor Jeff Zufall of Capital Advisory Group joins host Josh Gilbert to reveal practical strategies for reducing your tax burden and building long-term wealth. Discover how…
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2026-09-26 The Year-End Money Moves That Could Save You Thousands
What tax moves should you make before the end of the year? Jeff Zufall, Senior Tax Strategist and Wealth Advisor with Capital Advisory Group, joins Josh Gilbert to discuss year-end tax planning strategies, Roth conversions, 401(k) catch-up contributions, tax brackets, Medicare IRMAA, investment...
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2026-09-12 The Tax Moves You May Be Missing
How can you reduce taxes in retirement, avoid higher Medicare premiums, and take advantage of new tax deductions? In this episode of Keep What’s Yours, senior tax strategist and wealth advisor Jeff Zufall joins Josh Gilbert to discuss Roth conversions, Medicare IRMAA surcharges, required minimum...
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2026-09-05 Keep More, Owe Less: Tax Moves, Interest Rates & the New Rules for 2026
What could changing interest rates, new tax rules and the rising cost of living mean for your money? On this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down the financial issues affecting individuals, investors and small-business owners in 2026. They discuss how choosing the...
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2026-08-22 The Retirement Tax Trap: Roth Conversions, Medicare & the New Senior Deduction
How can Roth conversions, RMDs and retirement withdrawals affect your taxes and Medicare premiums? In this episode of Keep What’s Yours, senior tax strategist and wealth advisor Jeff Zufall explains retirement tax planning strategies involving Roth IRA conversions, 401(k)s, required minimum...
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2026-08-15 Before You Make a Money Move: Know the Tax Consequences
How can you reduce taxes on investments, Social Security and retirement income? On this episode of Keep What’s Yours, senior tax strategist and wealth advisor Jeff Zufall explains how strategic tax planning can help investors and retirees make smarter financial decisions before triggering...
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2026-08-01 Will the Fed Raise Rates Again? Plus the Hidden Tax Changes Every Missourian Should Know
Could interest rates actually be heading higher instead of lower? This week, Jeff Zufall and Josh Gilbert break down the Federal Reserve's latest decision, why inflation continues to be stubborn, and what it could mean for mortgages, investments, and your financial future. They also take an...
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2026-07-25 Keep More of Your Money: Smart Tax Strategies That Can Save You Thousands
Are you making the most of every paycheck? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert explain why successful financial planning is about much more than filing your taxes once a year. Learn how to balance taxable, tax-deferred, and tax-free retirement accounts, avoid costly...
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2026-07-18 Keep More of Your Money: Hidden Tax Deductions, New Car Tax Breaks & Retirement Planning Mistakes
Are you overlooking valuable tax deductions that could save you hundreds—or even thousands—of dollars? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert break down several often-overlooked tax strategies that could help you legally reduce your tax bill. Learn how business…
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2026-07-11 Trump Accounts, Roth Conversion Myths & the Interest Rates: What You Need to Know
The tax landscape continues to evolve, and this week's episode of Keep What's Yours breaks down several of the biggest financial changes affecting American families. Jeff Zufall explains the new Trump Accounts for children, compares them to 529 plans and custodial investment accounts, and…
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2026-06-27 New Tax Strategies, HSAs, AI Investing & What the Fed Means for Your Financial Future
The tax code changes every year—Looking for ways to legally reduce your taxes and build long-term wealth? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss practical tax-saving strategies available under the latest tax law, including Health Savings Accounts (HSAs), 529...
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2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money
Looking for legal ways to lower your taxes and build wealth? On this episode of Keep What's Yours, Senior Tax Strategist and Wealth Advisor Jeff Zufall explains how the latest IRS changes can help you maximize Health Savings Accounts (HSAs), reduce taxable income, optimize 401(k) and IRA...
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2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates
Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars long before April 15 arrives. They break down key provisions of the One Big Beautiful Bill, SECURE...
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2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think
In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why rising 30-year bond yields are creating concern across the economy — and what it could mean for mortgage rates, inflation, and the future of U.S. debt. They also celebrate the 50th anniversary of Capital Advisory...
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2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money
2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money by Jeff Zufall
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2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026
Now that tax season is over, what’s next? In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest tax-saving opportunities most people miss—and how to fix them before it’s too late. From Roth conversion mistakes and overlooked deductions to new IRS rules on tips, overtime, and...
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2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year
Tax season 2026 is officially in the books—but what did it actually mean for your wallet? In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why many Americans saw larger refunds this year, including the impact of new tax laws, deductions on vehicle interest, and the...
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2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?
Are tax refunds higher in 2026? What does the new tax law mean for your return? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains the impact of the 2025 “Big Beautiful Bill,” including increased standard deductions, senior tax credits, and major Missouri tax changes like...
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2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained
As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth about filing extensions (hint: you still have to pay). Jeff Zufall and Josh Gilbert also dive into...
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2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes
In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers the new tax code, tax planning strategies, no tax on tips, no tax on overtime, senior tax...
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2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor, breaks down the latest IRS refund data and explains how the new “Big Beautiful Bill,” retirement...
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2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season
Interest rates, inflation, and tax law changes are colliding—and this episode of Keep What’s Yours helps you make sense of it all. Tax strategist and wealth advisor Jeff Zufall joins host Josh Gilbert to break down the Federal Reserve’s latest decision to hold interest rates steady, what a newly...
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2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes
The 2026 tax filing season has begun, and major tax changes are already impacting millions of Americans. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain everything you need to know about crypto taxes, the new IRS Form 1099-DA for digital…
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2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours
Tax season is here, and the rules have changed. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what taxpayers need to know for the 2026 filing season, including the first day to e-file, how the IRS is using AI, and why digital recordkeeping…
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2026-01-10 How the New Tax Code Impacts Your Money in 2026 and Beyond
The new federal tax law—dubbed the “Big, Beautiful Bill”—is officially in place, and it’s already reshaping how Americans file, plan, and pay taxes. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what’s changed in the 2026 tax code, which...
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2026-01-03 KWY - The New Tax Playbook: How to Keep More of Your Money in 2026
In this timely episode of Keep What’s Yours, host Josh Gilbert sits down with senior tax strategist Jeff Zufall to break down what the new year really means for taxpayers under the newly finalized “big, beautiful” tax bill. From what year-end moves are already off the table to the few planning...
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2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table
In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and strengthen their retirement outlook. Jeff explains how strategic planning—whether it’s maxing out your...
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2025-11-22 How the “Big Beautiful Bill” Changes Everything: Your Year-End Tax Playbook
In this episode of Keep What’s Yours, Josh Gilbert and Senior Tax Strategist Jeff Zufall break down the sweeping changes in the “Big Beautiful Bill,” the newly updated tax code reshaping how individuals and small businesses should plan for 2025 and beyond. Jeff explains why filing your taxes once…
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2025-11-15 Year-End Tax Moves, Catch-Up Rules, and IRS Shake-Ups: What You Need to Know Before 2025 Ends
In this lively and insight-packed episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the biggest financial stories shaping your wallet—from the end of the longest government shutdown in history to fresh IRS enforcement, the death of the penny, and the…
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2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025
In this episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall dive into the real-world financial questions that everyone faces — from catching up on retirement savings if you started late, to navigating inflation, layoffs, and the brand-new “Big Beautiful Bill” tax…
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2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code
Join Josh Gilbert and tax strategist Jeff Zufall as they tackle the chaos of tax season 2025! With the IRS government shutdown threatening to delay filing until late February, learn how the "big beautiful bill" signed on July 4th is reshaping everything from tip taxation to overtime pay. Discover...
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2025-10-04 Overtime Exemptions, Capital Gains Strategies, and IRS Updates
Join tax strategist Jeff Zufall and host Josh Gilbert as they break down critical tax changes for 2025, including the IRS's shift to all-digital payments (no more paper checks!), the new overtime tax exemption from the "Big Beautiful Bill" (up to $12,500 tax-free for eligible workers), and...
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2025-09-27 Government Shutdowns, Capital Gains, and RMD Strategies: Tax Planning for 2025
This week, Josh Gilbert and Jeff Zufall dive into the latest tax developments, including the "Big Beautiful Bill's" new charitable deduction allowances ($1,000 single/$2,000 married filing jointly), the record-breaking $530 billion in capital gains revenue flooding the Treasury, and strategic...
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2025-09-20 Fed Rate Cuts, RMD Strategies, and New Tax Breaks: Your Money Moves for 2025
Host Josh Gilbert and tax strategist Jeff Zufall break down the Federal Reserve's quarter-point interest rate cut and what it means for your mortgage, credit cards, and investment strategy, with signals of more cuts coming before year-end. The duo dives deep into Required Minimum Distributions...
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2025-09-13 Tax Strategy Update: New Deductions, Fed Rate Cuts, and the Big Beautiful Bill Breakdown
In this episode of Keep What's Yours, tax strategist Jeff Zufall and host Josh Gilbert dive into the latest tax code changes from the recently passed "Big Beautiful Bill" (Trump Tax Bill 2.0), including the expansion of 529 plan withdrawals from $10,000 to $20,000 for private school tuition and…
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2025-09-06 Big Beautiful Bill Bombshells: New Tax Rules Hit Gamblers Hard While Tips Get a Break
In this episode of Keep What's Yours, tax strategist Jeff Zufall and host Josh Gilbert break down the major changes from the recently passed tax legislation they call the "Big Beautiful Bill." They explore the new no-tax-on-tips provision that covers 68 specific occupations - from bartenders to...
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2025-08-23 New Tax Laws, Rate Cuts, and Real Money in Your Pocket
In this episode of "Keep What's Yours," tax strategist Jeff Zufall and host Josh Gilbert dive deep into the newly enacted tax legislation (dubbed "the big beautiful bill") that's already affecting 2025 taxes, plus Jerome Powell's recent signals about upcoming interest rate cuts. Jeff breaks down...
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2025-08-16 Tax Season Chaos: IRS Leadership Crisis & Your 2025 Tax Strategy
Tax Season Chaos: IRS Leadership Crisis & Your 2025 Tax Strategy Join Josh Gilbert and senior tax strategist Jeff Zufall as they break down the unprecedented chaos brewing for the 2025 tax season. With the IRS experiencing its eighth leadership change this year and two-thirds of senior positions...
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2025-08-09 Car Tax Credits, SALT Deductions, and the BLS Shake-Up
Car Tax Credits, SALT Deductions, and the BLS Shake-Up In this episode of "Keep What's Yours," tax strategist Jeff Zufall and host Josh Gilbert dive deep into the sweeping changes from the new tax legislation that's already impacting your 2025 taxes. Discover how you could claim up to $10,000 in...
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2025-08-02 Tax Law Changes You Can't Afford to Miss: Missouri Drops Capital Gains & The Big Beautiful Bill Breakdown
Tax Law Changes You Can't Afford to Miss: Missouri Drops Capital Gains & The Big Beautiful Bill Breakdown Join Josh Gilbert and tax strategist Jeff Zufall as they break down the major tax changes happening right now that could save you thousands. Discover how Missouri has eliminated state capital...
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2025-07-26 Fed Drama, Tax Buckets, and Your $10K Investment Options: A Complete Money Makeover Guide
Fed Drama, Tax Buckets, and Your $10K Investment Options: A Complete Money Makeover Guide Join Josh Gilbert and senior tax strategist Jeff Zufall for an entertaining dive into the current financial soap opera between Trump and Fed Chair Jerome Powell over interest rates, plus a practical…
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2025-07-19 The Big Beautiful Bill Deep Dive: IRS Cuts, Tax Traps, and Your Money's Future
The Big Beautiful Bill Deep Dive: IRS Cuts, Tax Traps, and Your Money's Future In this comprehensive episode of "Keep What's Yours," host Josh Gilbert and senior tax strategist Jeff Zufall break down the massive tax legislation known as the "Big Beautiful Bill" and its real-world impact on…
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2025-07-12 The Big Beautiful Bill: New Tax Laws That Could Save You Thousands in 2025
The Big Beautiful Bill: New Tax Laws That Could Save You Thousands in 2025 In this episode of Keep What's Yours, tax strategist Jeff Zufall breaks down the massive new tax legislation signed by President Trump on July 4th, 2025, revealing game-changing opportunities for taxpayers. From tax-free...
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2025-06-28 Maximize Your Paycheck: Tax Strategies, Market Updates, and the New IRS Leadership
Maximize Your Paycheck: Tax Strategies, Market Updates, and the New IRS Leadership Join Josh Gilbert and senior tax strategist Jeff Zufall as they break down practical ways to reduce your tax burden and boost your retirement savings. From maximizing 401(k) contributions and understanding...
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2025-06-14 IRS Budget Cuts, and Your Retirement Buckets: Essential Tax & Financial Planning Updates
IRS Budget Cuts, and Your Retirement Buckets: Essential Tax & Financial Planning Updates Join hosts Josh Gilbert and tax strategy expert Jeff Zufall at Capital Advisory Group as they discuss the latest developments affecting your finances. From Jeff's recent office move to Clarkson Road to…
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2025-06-07 The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know
The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know Tax strategist Jeff Zufall and Josh Gilbert break down the latest developments that could dramatically impact your finances, from encouraging CPI numbers showing inflation cooling to the massive "big beautiful bill"...
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2025-05-31 Keep What’s Yours
Tax season never ends when it comes to smart retirement planning – and "Keep What's Yours" with Josh Gilbert and senior tax strategist Jeff Zufall is your guide through the maze! Discover the critical tax moves you need to make NOW before it's too late, including how catch-up contributions at 49½...
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2025-05-24 Keep What’s Yours
"Big Beautiful Bill" Promises Tax Relief: Inside the Massive Tax Overhaul That Could Reshape Your 2026 Return "Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, senior tax strategist and wealth advisor. Today they discuss the "Big Beautiful Bill," a 1,000-page tax legislation that...
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2025-05-10 Keep What’s Yours
"Keep What's Yours" is a podcast hosted by Josh Gilbert and Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group. The show delves into various aspects of tax strategy and wealth management, offering insights into how individuals can navigate the complexities of the...
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2025-04-26 Keep What’s Yours
Keep What's Yours with Jeff Zufall is a podcast focused on tax strategies and wealth management. Hosted by Josh Gilbert and featuring Jeff Zufall, Senior Tax Strategist and Wealth Advisor at Capital Advisory Group, the show covers a range of topics including tax extensions, refunds, and the...
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Frequently Asked Questions
How many episodes does Keep What's Yours have?
Keep What's Yours currently has 177 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Keep What's Yours about?
Podcast by Jeff Zufall
How often does Keep What's Yours release new episodes?
Keep What's Yours publishes regularly with 177 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Keep What's Yours?
You can listen to Keep What's Yours on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Keep What's Yours?
Keep What's Yours is created and hosted by Jeff Zufall.
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