2025 The Final Drive Podcast
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What’s in Store for 2024?
20 mins; January 09, 2024
Control Your Tax Destiny
14 mins; December 04, 2023
Conversion Consideration
13 mins; November 13, 2023
To Depreciate or Not Depreciate – that is the question!
22 mins; October 09, 2023
Debt Elimination Before Retirement
16 mins; September 25, 2023
Clean Vehicle Credits
14 mins; September 11, 2023
Health Insurance Before Medicare
14 mins; August 28, 2023
Is the IRS spying on your retirement accounts or just licking their lips? I bet you, it could be both!
14 mins; July 31, 2023
Tax Movement in 2023
16 mins; May 22, 2023
Tax Free Bonds - Free?
16 mins; April 17, 2023
Social Security - Surviving Taxes
17 mins; February 13, 2023
Secure Act 2.0 - Qualified Longevity Annuities
11 mins; January 30, 2023
Front Load Your 401K Contributions
13 mins; January 16, 2023
2.0 Secure Act: New Retirement Account Rules
19 mins; January 09, 2023
Life Insurance - A Better Investment
14 mins; January 02, 2023
Selling A Business & Real Estate
16 mins; December 26, 2022
Estate Planning and You
12 mins; December 19, 2022
End of Year RMDs, QCDs, & Holiday Gift Giving Ideas
18 mins; December 12, 2022
Net Unrealized Appreciation (NUA) and You
12 mins; November 21, 2022
5 Steps in Determining Your Roth IRA Distributions
15 mins; November 14, 2022
Wash Sell & Phantom Gains
14 mins; November 07, 2022
Investment Properties and the Tax Deferred Exchange
12 mins; October 31, 2022
Gifting Investment Property to Family
10 mins; September 12, 2022
Student Debt Forgiveness
12 mins; August 29, 2022
Special Edition - Inflation Reduction Act of 2022
16 mins; August 22, 2022
Recap Discussion with Martin James Part 3/3
22 mins; August 15, 2022
Recap Discussion with Martin James Part 2/3
15 mins; August 08, 2022
Recap Discussion with Martin James Part 1/3
14 mins; August 01, 2022
2025 The Final Drive - E24 - Reduce Your Medicare Premiums
15 mins; July 25, 2022
You're too old to Convert? Think Again!
14 mins; July 18, 2022
Invest Like a Wealthy Person with Special Guest Rod Holloway
17 mins; July 11, 2022
Avoid Tax Penalty and Rolling Company Stock in 401K
12 mins; June 27, 2022
Unintended Consequences of Retirement Growth
11 mins; June 20, 2022
Inflation in Washington
18 mins; June 13, 2022
RMDs Paying Off US Deficits
19 mins; June 06, 2022
Marital Gifting and Capital Gains
15 mins; May 23, 2022
Holding Investments in Which Types of Accounts
22 mins; May 16, 2022
Bonds: What is Tax-Free?
16 mins; May 09, 2022
Your Roth IRA Money
17 mins; May 02, 2022
Required Minimum Distributions
13 mins; April 25, 2022
Capital Gains - Short term vs. Long Term
16 mins; April 18, 2022
Life Insurance & Tax Codes
21 mins; April 11, 2022
Managing Your NUAs
11 mins; April 03, 2022
Maximizing Your IRAs and Roths
12 mins; March 28, 2022
2025 The Final Drive - E9 - Roth Conversions – Tax Difficulties
12 mins; March 14, 2022
2025 The Final Drive - E8 - Health Savings Account
11 mins; March 07, 2022
2025 The Final Drive - E7 - Social Security Part 2
11 mins; February 28, 2022
2025 The Final Drive - E6 - Social Security
16 mins; February 21, 2022
2025 The Final Drive - E5 - Married Filing Jointly and Your Taxes
15 mins; February 14, 2022
2025 The Final Drive - E4 - The Blitz Is On
15 mins; February 07, 2022
2025 The Final Drive - E3 - Federal Estate Tax Roller-Coaster
16 mins; January 31, 2022
2025 The Final Drive - E2 - What Are IRA/Roth Conversions?
16 mins; January 28, 2022
2025 The Final Drive - E1 - Why Is This So Important?
25 mins; January 24, 2022