The Financial Translator

Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.

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Episodes

Monday Mar 21, 2022

My topic today covers steps to take now that impact your 2021 tax return.  I also mention strategies to implement for the current tax year.

Tuesday Mar 08, 2022

My topic today is Roth vs. Traditional.  I explain 1) key differences; 2) eligibility and amount can save; 3) when withdraw without penalty; 4) how to decide which to use.

Thursday Feb 17, 2022

My topic today is taxes.  I break it into 4 steps to provide a base understanding – 1) types of income; 2) what tax rates apply; 3) tax brackets; 4) how summarized on the 1040.   Visit pvwealthmgt.com Follow Kirk Kreikemeier CFP® on Twitter, Facebook, LinkedIn and YouTube.

Thursday Feb 03, 2022

My topic today is a reserve fund – What is it?  How much is needed?  Where to invest?  I discuss additional sources beyond just a bank savings account, including the double-duty of a Roth IRA! Visit pvwealthmgt.com Follow Kirk Kreikemeier CFP® on Twitter, Facebook, LinkedIn and YouTube.

Wednesday Jan 26, 2022

In this first episode of The Financial Translator, learn about Kirk and his podcast mission to provide financial confidence and clarity for his listeners. ----- Visit pvwealthmgt.com Follow Kirk Kreikemeier, CFP® on Twitter, Facebook, LinkedIn and YouTube.

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