The Financial Translator

#33 - Market Update 5/31/2023

This episode provides a market update through May 31 2023!

#32 - Your 2022 Tax Return is Talking - LISTEN!

Before tossing your 2022 tax return in your files, take a look at some key lines and engage in tax planning for 2023.

#31 - Market Update 4/30/2023

This episode provides a market update through Apr 30 2023!

#30 - Social Security and Medicare Funding Status

Social Security and Medicare are important programs providing income and health coverage during retirement.  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.

#29 - Market Update 3/31/2023

This episode provides a market update through Mar 31 2023!

#28 - Banks - Concerned, but not Worried

Banks are in the news.  Here is a summary of the recent events and why this differs from 2008.

#27 - Market Update 2/28/2023

This episode provides a market update through Feb 28 2023!

#26 - Round 2 of SECURE Act 2.0

Last month I summarized 25 key provisions for both individuals and businesses.  This time I dig a little deeper on five provisions that apply to – or piqued the interest of - many individuals and are worth repeating.

#25 - Market Update 1/31/2023

This episode provides a market update through Jan 31 2023!

#24 – SECURE Act 2.0 Highlights

This episode highlights key provisions of SECURE Act 2.0 impacting retirement plans