Episode Synopsis "Who’s Tax Policy Will Win?"
Taxes tend to be a leading decision maker for voters, and with both sides of the divide stirring up disinformation about the opposition’s tax policies this election season, many are left unclear about the true fiscal agendas at play. Donna and Nathan walk us through the details of some of the more consequential tax proposals circulating during during the 2024 election. Also on MoneyTalk, strategies for catching up on retirement savings, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.
Listen "Who’s Tax Policy Will Win?"
More episodes of the podcast Don Sowa's MoneyTalk
- Why Money is Flowing Against the Market
- Estate Planning Failures
- Non-Retirement Account Strategies
- How Presidents Impact the Market
- The Rise of the Nasdaq
- The Surge in Smaller Business
- Who’s Tax Policy Will Win?
- What Do I Do With My 401(k)?
- Deductible Medical Expenses
- The Anti-Annuity Movement
- Sorting Out Social Security
- Mortgaging Our Future
- Black Friday 1869
- The Downside of 0% Income Tax States
- Reducing Your RMD
- The Evolution of Financial Priorities
- Umbrella Insurance & Kids with Credit Cards
- Back 2 Basics
- New IRS Guidance on Inherited IRAs
- Tax Smart Withdrawal Strategies
- Estate Planning Mistakes
- 100 Years of Stock Returns
- Is it Time for a Roth Conversion?
- Inherited IRA Pitfalls
- Exotic Investments
- What Traits Make a Good Advisor?
- Inherited Accounts
- The Cash Trap
- Client Portfolio Nightmares
- An Efficient Approach to Retirement Income