Welcome to podcast episode #190 – “The A Word” of Roadmap to Retirement, The Radio Show. Listen and read along as hosts David Bezar, Karen Bezar, and Joe Krause are joined by special guest, Jeff Walker CRC. Announcer 00:00 This program is paid for by Jacob media partners. All opinions or statements expressed on this …
April Newsletter 2023 Volume 13, Issue 4 What Is Financial Literacy Month? National Financial Literacy Month is celebrated in April. While financial literacy may sound uninteresting, a strong foundation of financial literacy can help support various life goals, such as saving for education or retirement, using debt responsibly, and running a business. If you …
Invest in Your Future This April by Becoming Financially Literate April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing, and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financial lately? Do most of your neighbors keep a household budget or …
Invest in Your Future This April by Becoming Financially Literate Read More »
What Is Financial Literacy Month? National Financial Literacy Month is celebrated in April. While financial literacy may sound uninteresting, a strong foundation of financial literacy can help support various life goals, such as saving for education or retirement, using debt responsibly, and running a business. If you consider yourself illiterate, you are not alone. No …
10 Facts for Financial Literacy Month To give you a better idea of the state of financial literacy in the US, here are 10 not-so-fun facts. Americans owe over $800 billion in credit card debt (as of January 2022). 23% of adults between 18 and 29 years old have credit card debt that’s …
Thrive Times – March Newsletter 2023 Volume #13, Issue 3 Americans Will Have to Pay a Fee to Enter Europe Soon European travelers will have an unexpected expense added to their vacation next year: an entrance fee. European authorities have announced the implementation of the European Travel Information and Authorization System (ETIAS), a …
Thrive Times – February 2023 Newsletter Volume #13, Issue 2 Super Bowl LVII Is Set Fly, Eagles Fly! Our home team hasn’t been to the big game since 2018, and we are ready to watch them soar. There is still plenty of time to get Eagles gear for the entire family, including the dog. …
Thrive Times – February Newsletter – Volume #13, Issue 2 Read More »
How to Make the Most of Your Retirement: After years of working hard, you finally get to enjoy your retirement! But what now? It can be tough to figure out how to fill your time after years of having a set work schedule. Luckily, there are plenty of things you can do to make the …
Written by Jeff Walker, Financial Planner: There are many risks people face before and throughout retirement. Most people understand stock market risk, healthcare risk, and inflation risk but the risk of losing wealth due to taxes is one that is often overlooked or misunderstood. Unfortunately, understanding tax risk isn’t simple or intuitive and the reality …
THE SECURE ACT – A Soap Opera of Tax and Estate Planning Read More »
