All Episodes
Maggi Tax and Financial Show — 275 episodes
Episode 20260725 - Accumulating Assets Setting Money Aside and Bucket Planning
Episode 20260718 - Retirement Tax Trap and Do I Have Enough To Retire
Episode 20260711 - Financial Storm Tax Planning and Protecting Your Assets
Episode 20260704 - 401(k) Mistakes
Episode 20260627 - Current Investments Tax Planning and Protecting Your Assets
Episode 20260620 - Social Security Maximization and Income Sequencing
Episode 20260613 - Rising Taxes the IRS and Having Enough To Retire
Episode 20260606 - Income and Investment Planning and Checkup
Episode 20260530 - Social Security Maximization and Income
Episode 20260523 - Tax Planning Pay Now or Pay Later
Episode 20260516 - Investment Planning Tax Planning and Protecting Your Assets in Retirement
Episode 20260509 - Having Enough to Retire and Avoiding Tax Traps
Episode 20260502 - Rothology and Complete Planning
Episode 20260425 - Income and Wealth Planning Paychecks and Playchecks
Episode 20260418 - Accumulation Allocation and Bucket Planning
Episode 20260411 - RMDs
Episode 20260404 - 401k Mistakes
Episode 20260328 - Rothology and Social Security Maxing
Episode 20260321 - Protecting Your Retirement From Rising Taxes
Episode 20260314 - Tax Planning and Questions Retirees Fear To Ask
Episode 20260307 - Investment Planning Tax Planning and Protecting Your Assets
Episode 20260228 - Enough To Retire While Navigating Market Volatility and Taxes
Episode 20260221 - Rothology and Complete Planning
Episode 20260214 - Income and Wealth Planning For Retirement
Episode 20260207 - Putting It All Together
Episode 20260201 - Investment Income and Estate Planning
Episode 20260124 - IRA Debt and Action Plan
Episode 20260117 - Bucket Planning and 5 Retirement Risks
Episode 20260110 - Tax Risk and Holistic Planning
Episode 20260103 - Investment Debt and Roth Conversions
Episode 20251227 - Income Investment and Estate Planning
Episode 20251220 - IRA Conversions Action Plan
Episode 20251213 - Trump Cuts and Tax Efficient Planning
Episode 20251206 - Investment Income and Estate Planning
Episode 20251129 - Estate Planning and Roth Conversions
Episode 20251122 - Could Taxes Derail Your Retirement
Episode 20251115 - Bucket Planning and Holistic Planning
Episode 20251108 - IRA and Roth Conversions
Episode 20251101 - Personal Misunderstandings and Hidden Tax
Episode 20251025 - Financial Literacy and Retirement Planning
Episode 20251018 - Could Taxes Derail Your Retirement
Episode 20251011 - Financial Plan and IRA Debt
Episode 20251004 - IRA and Roth Conversions
Episode 20250927 - Rolling Over Your IRA
Episode 20250920 - Debt to IRS and Financial Puzzle
Episode 20250913 - IRA and Roth Conversions Plus Retirement Risks
Episode 20250906 - Income Investment and Estate Planning
Episode 20250830 - Trump Cuts And Tax Efficient Planning
Episode 20250823 - Debt to the IRS
Episode 20250816 - Income Investment and Estate Planning
Episode 20250809 - Trump Cuts and Tax Efficient Planning
Episode 20250802 - Income Plan and Tax Plan
Episode 20250726 - IRA Conversions and Retirement Risks
Episode 20250719 - Retirement Planning and Bucket Planning
Episode 20250712 - Rolling Over Your 401(k) and Hidden Tax
Episode 20250705 - Social Security and Retirement Roadblocks
Episode 20250628 - Confidence Clarity and Control
Episode 20250621 - Inflation and Financial Risks
Episode 20250614 - Tax Risk and Legislative Risk
Episode 20250607 - Retirement Taxes Social Security And Roth IRA
Episode 20250531 - Could Taxes Derail Your Retirement
Episode 20250524 - What if You Knew and Asset Classes
Episode 20250517 - Budgeting For A Married Couple
Episode 20250510 - RMDs and Bucket Planning
Episode 20250502 - Long Term Care and Tax Efficient Planning
Episode 20250426 - Tax Drag and Investment Debt
Episode 20250419 - RMD and Social Security Taxation
Episode 20250412 - Roth Conversions and Tax Efficient Planning
Episode 20250405 - Retirement Strategies and the Maggi Plan
Episode 20250329 - Roth IRA Conversions and Investment Debt
Episode 20250322 - Could Taxes Derail Your Retirement
Episode 20250315 - Roth Conversion and Getting Out of Investment Debt
Episode 20250308 - Tax Risk Social Security and Fiscal Outlook
Episode 20250301 - IRA Debt Asset Classes and Funding a Roth
Episode 20250222 - Estate Plans Tax Free Buckets and Conversions
Episode 20250215 - Inflation and Financial Literacy
Episode 20250208 - Tax Diversification
Episode 20250201 -- Safety Confidence Clarity Control
Episode 20250125 - Financial Misunderstandings and Social Security Questions
Episode 20250118 - 4 Social Security Questions and 5 Misunderstandings
Episode 20250111 - Roth IRA Conversions
Episode 20250104 - Tax Plans and Investment Debt
Episode 20241228 - Make an Estate Plan
Episode 20241221 - Taxes and Retirement Roadblocks
Episode 20241214 - Gorilla in the Room and 5 Retirement Obstacles
Episode 20241207 - Roth Conversions and Client Safety
Episode 20241130 - Missed RMD and Plans for Income Taxes
Episode 20241123 - Investment Debt and Safety of Money
Episode 20241116 - Fiscal Outlook and Tax Plan
Episode 20241109 - Investment Debt and IRA Conversions
Episode 20241102 - Tax Risk vs Legislative Risk
Episode 20241026 - Retirement Tax Calculator
Episode 20241019 - 5 Misunderstandings and 5 Ways Taxes Rise in Retirement
Episode 20241012 - Inflation Tax and Retirement Planning
Episode 20241005 - Roth Conversions and Income Plans
Episode 20240928 - Phases of Retirement
Episode 20240921 - Enhanced Planning-Hidden Tax-IRA Debt
Episode 20240914 - Could Taxes Derail Your Retirement
Episode 20240907 - What's the Solution to Retirement Roadblocks
Episode 20240831 - IRA Conversions and Playchecks
Episode 20240824 - Legislative Risks and Hidden Taxes
Episode 20240817 - IRA Conversions and Client Safety
Episode 20240810 - Magic Ball on Taxes
Episode 20240803 - Enhanced Financial Planning
Episode 20240727- Personal Finance Mistakes and the Financial Puzzle
Episode 20240720 - Risk Management and Financial Planning Questions
Episode 20240713 - Financial Risks
Episode 20240706 - 401k Rollovers and Maximizing Social Security
Episode 20240629 - Retirement Taxes Bucket Planning and Legislative Risk
Episode 20240622 - The Election and Five Risks in Retirement
Episode 20240615 - Estate Planning Social Security and Roth IRA
Episode 20240608 - IRA Debt Tax and Legislative Risk
Episode 20240601 - Get Out of Investment Debt
Episode 20240525 - Financial Puzzle Tax Drag and IRA Debt
Episode 20240518 - Missing Pieces Retirement Risks and Tax Bills
Episode 20240511 - Fiscal Outlook
Episode 20240504 - Tax Risk Playchecks and Bucket Planning
Episode 20240427 - 5 Personal FInancial Mistakes and the Financial Puzzle
Episode 20240420 - Retirement Taxes Social Security and Income
Episode 20240413 - Enhanced Planning With Confidence and Control
Episode 20240406 - Debt to IRS
Episode 20240330 - Strategic Investment Planning and Roth IRA vs Roth 401(k)
Episode 20240323 - Tax Risk and Legislative Risk
Episode 20240316 - 401(k) Rollover Social Security Questions and Roth IRA Reasons
Episode 20240309 - Retirement Taxes
Episode 20240302 - Planning For Legislative Risk and Tax Risk
Episode 20240224 - Estate Planning Budgeting and a Financial Puzzle
Episode 20240217- IRA Debt Playchecks and Bucket Planning
Episode 20240210 - Income Plan Financial Mistakes and Ways Taxes Rise in Retirement
Episode 20240203 - Enhanced Planning and Are You the Tax Collector
Episode 20240127 - Estate Planning Hidden Taxes and Taking Action
Episode 20240120 - Bucket Planning Retirement and Taxes
Episode 20240113 - Tax Season and Hidden Taxes
Episode 20240106 - IRA Debt and Medicare
Episode 20231230 - Inflation Taxes Value
Episode 20231223 - Tax Drag and Bucket Planning
Episode 20231216 - Valuable Lessons Tax Train and Retirement Options
Episode 20231209 - Santa and the Grinch Plus RMD and Strategies
Episode 20231209 - Santa and the Grinch Plus RMD and Strategies
Episode 20231202 - Tax Drag and IRA Debt
Episode 20231125 - Action Plan and Roth IRAs
Episode 20231118 - Debt on IRA
Episode 20231111 - Hidden Tax
Episode 20231104 - Retirement Strategies
Episode 20231028 - Ask for Help
Episode 20231021 - Estate Planning and Tax Planning
Episode 20231014 - Income Plan Action Plan Bucket Plan
Episode 20231007 - Rolling Over 401(k) and Personal Financial Mistakes
Episode 20230930 - Retirement Strategies and Financial Puzzles
Episode 20230923 - Estate Plans and Married Couples
Episode 20230916 - Retirement Tax Calculator
Episode 20230909 - Rollovers and Having an Action Plan
Episode 20230902 - Avoiding Personal Financial Mistakes
Episode 20230826 - Missing Pieces of Retirement
Episode 20230819 - Questions About Tax Deferred Plans
Episode 20230812 - Personal Finance Mistakes and Reducing Taxes
Episode 20230805 - Financial Plan
Episode 20230729 - Roth IRA Retirement Income and Bucket Planning
Episode 20230722 - Enhanced Planning Taxes and Social Security
Episode 20230715 - Rollovers Social Security and Taxes
Episode 20230708 - Estate Planning and Bucket Planning
Episode 20230701 - Gorilla in the Room and Line of Fire
Episode 20230624 - Where is it Written
Episode 20230617 - Retirement Tax and Playchecks
Episode 20230610 - Design a Plan
Episode 20230603 - Bucket Planning Explained
Episode 20230527 - Estate and Social Security Planning
Episode 20230520 - Debt Ceiling
Episode 20230513 - Retirement Action Plan for Taxes and Inflation
Episode 20230506 - Retirement and Social Security Taxes
Episode 20230429 - Roth IRAs 401ks and Conversions
Episode 20230422 - Inflation Value Reassurance Comfort
Episode 20230415 - Bucket Planning Taxes and Risks
Episode 20230408 - Design a Plan
Episode 20230401 - Income Plan
Episode 20230325 - Don't Be An Ostrich With Taxes
Episode 20230318 - Internet Scams and Secure Act
Episode 20230311 - Tax Season
Episode 20230304 - Tax Diversification and Financial Risks
Episode 20230225 - Risk Management and Investment Planning
Episode 20230218 - Action Plan for the Phases of Retirement
Episode 20230211 - Secure Act 2 point 0
Episode 20230204 - Translation of Retirement and Whats Your Solution
Episode 20230128 - Inflation and Phases of Retirement
Episode 20230121 - Tax Season and Financial Risks
Episode 20230114 - Income Plan and Where is it Written
Episode 20230107 - Retirement Tax Calculator
Episode 20221231 - Inflation and Bucket Planning
Episode 20221224 - Retirement Obstacles or the Gorilla in the Room
Episode 20221217 - Recession Retirement Risk and Rising Taxes
Episode 20221210 - Could Taxes Derail Your Retirement and Planning Options
Episode 20221203 - 5 Retirement Obstacles and Organizing Your Thinking
Episode 20221126 - Who Are You Working With
Episode 20221119 - RMD Financial Ed and Retirement Roadblocks
Episode 20221112 - TaxDiversification and Financial Literacy
Episode 20221105 - Retirement Risks and a New Holistic Approach
Episode 20221029 - Could Taxes Derail Your Retirement
Episode 20221022 -Government and Your Money and Roth IRAs
Episode 20221015 - Inflation Risks
Episode 20221008 - Recession Rising Taxes and Risk Tolerance
Episode 20221001 - Financial Literacy and Risk and Could Taxes Delay Retirement
Episode 20220924 - Long Term Care and Social Security
Episode 20220917 - Could Taxes Derail Your Retirement
Episode 20220910 - Estate Planning and the Gorilla in the Room
Episode 20220903 - Translating Retirement Risks
Episode 20220827 - Taxes Could Be Higher in Retirement
Episode 20220820 - Bucket Planning Options Infected Noninfected and Get a Plan
Episode 20220813 - The Client Who Came In and A Large Tax Bill
Episode 20220806 - Estate Planning and 3 Phases of Retirement
Episode 20220730 - Retirement Tax Calculator
Episode 20220723 - Financial Literacy and Standard Deductions
Episode 20220716 - Estate Planning and Developing a Plan
Episode 20220709 - Retirement Planning
Episode 20220702 - Bucket Planning
Episode 20220625 - Tax Efficient Planning and Financial Risks
Episode 20220618 - Trillion Dollar Tax Bill Get a Plan
Episode 20220611 - Economy Tax Diversification Estate Planning
Episode 20220604 - Valuable Lessons and Bucket Planning
Episode 20220528 - Retirement Standard Deductions and Your Solution
Episode 20220521 - Holistic Bucket Planning and Financial Risks
Episode 20220514 - Lessons Life Insurance Estate Planning
Episode 20220507 - Holistic Bucket Planning
Episode 20220430 - Valuable Lessons
Episode 20220423 - Tax Diversification Insurance and Estate Planning
Episode 20220416 - Bucket Planning and Managing Risk
Episode 20220409 - Tax Season
Episode 20220402 -Have a Plan
Episode 20220326 - Life Insurance and Estate Planning
Episode 20220319 - Tax Diversification and Retirement Plan Options
Episode 20220312 - Spring Forward on Taxes and Retirement
Episode 20220305 - Tax Efficient Planning
Episode 20220226 - Taxes Before and After Tax Season
Episode 20220220 - Tax Season and More
Episode 20220212 - Holistic Retirement
Episode 20220205 - Who We Are and What We Do
Episode 20220129 When to Rollover and Other Issues
Episode 20220122 Tax Seasoning
Episode 20220116 - Get A Plan
Episode 20220115 - Planning
Episode 20220108 - Tax Season
Episode 20220101 - Contributions Deductions Spending Bill
Episode 20211225 - Economy and Todays Retirement
Episode 20211218 - Holistic-Economy-Retirement-Get a Plan
Episode 20211211 - Contribution Limits Deductions Spending Bill
Episode 20211205 - Involve Me and I Learn
Episode 20211204 - Tax Risk
Episode 20211128 - Tell Me Teach Me Involve Me
Episode 20211121 - The Financial Ballgame
Episode 20211114 - A Holistic Approach to Your Money
Episode 20211107 - How the Spending Plan in DC May Affect You
Episode 20211106
Episode 20211031 - The Maggi Plan
Episode 20211030 Choosing an Advisor and Risk Tolerance
Episode 20211024 - Pay Tax Now Not Later
Episode 20211023 - Today's Retirement and Finding a Financial Advisor
Episode 20211017 - You Can't Mask Your Retirement
Episode 20211016 - Webinars on Taxes and More
Episode 20211010 - Exposure to Risk
Episode 20211009 - Health Life Income and Taxes
Episode 20211002 - The Race - Your Money or Your Life
Episode 20210925 When to Plan for Retirement
Episode 20210918 - Common Myths and Taxes
Episode 20210911 - When to Start Planning for Retirement
Episode 20210904 - How Not to Outlive Your Income
Episode 20210828 - Retirement Isn't So Simple Anyrmore
Episode 20210821 - Red and Green Money
Episode 20210814 - Outliving Income - Will Your Income Be Enough
Episode 20210807 - Taxes Going in or Going Out
Episode 20210731 - Outliving Income and Questions to Ask About Your Retirement
Episode 20210724 Buckets or Not Going Broke Slowly
Episode 20210717 Paychecks and Playchecks
Maggi BONUS Episode 20210522 - Going Broke Slowly
Maggi BONUS Episode 20210515 Getting Empowered
Maggi BONUS episode 20210508 401kEducation
Episode 20210710 - Your Money or Your Life