Episodes

Tuesday Aug 05, 2025
Tuesday Aug 05, 2025
This episode provides a market update through July 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Friday Jul 18, 2025
Friday Jul 18, 2025
The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Wednesday Jul 02, 2025
Wednesday Jul 02, 2025
This episode provides a market update through June 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Monday Jun 23, 2025
Monday Jun 23, 2025
Less than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial overview of these programs in a Q&A format.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Jun 03, 2025
Tuesday Jun 03, 2025
This episode provides a market update through May 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Friday May 23, 2025
Friday May 23, 2025
An overview of options and a few common uses.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday May 06, 2025
Tuesday May 06, 2025
This episode provides a market update through April 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Apr 24, 2025
Thursday Apr 24, 2025
Before tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Apr 03, 2025
Thursday Apr 03, 2025
This episode provides a market update through March 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Mar 25, 2025
Tuesday Mar 25, 2025
Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!



