The Financial Translator

#60 - Will Equities Continue to Return 12% a Year?

US Large Cap equities have performed extremely well lately.  Can that continue?

#59 - Market Update 6/30/2024

This episode provides a market update through June 30 2024!

#58 - Financial Framework for Early Career Update

Here is my graduation gift for those starting their first job - and a refresher for others already working.

#57 - Market Update 5/31/2024

This episode provides a market update through May 31 2024!

#56 - SS + Medicare Funding Status

The latest funding status of Social Security and Medicare is available.  Yes, the programs will be around when you retire, but benefits may be reduced.  Here is a financial overview of these programs in a Q&A format.

#55 - Market Update 4/30/2024

This episode provides a market update through April 30 2024!

#54 - Want better tax planning? Here are key lines from your 2023 Tax Return

Before tossing your 2023 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2024 return.

#53 - Market Update 3/31/2024

This episode provides a market update through March 31 2024!

#52 - Last Minute Tax-Planning and Documents for Accountant

I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. 

#51 - Market Update 2/29/2024

This episode provides a market update through February 29 2024!