Feb 26, 2024
All things Social Security! Okay – it may be a sort of boring topic, but navigating the Social Security system by yourself isn't as easy as you may think. Try getting to know all 2,700+ rules that apply! Alex Lundgren sits down with Jeremiah and gives some tips around Social Security filing strategies: implications of...
Feb 20, 2024
As we start to near the end of February, questions about tax-related items start to flood in for advisors and CPAs all around the nation. So what better time to bring in a tax expert? Our partner and friend, Stephanie Helms, joins us via phone to talk about tax topics that should be top of mind and answer any...
Feb 13, 2024
In our first-ever live show for KFBK, we discuss the nuances of inheriting property, including the tax implications and gifting strategies. Brian and Jeremiah share heartfelt stories about emotional attachments to inherited items, offering guidance on whether to keep, sell, or gift them. Plus, we discuss the importance...
Feb 12, 2024
The year is 2074, and your grandkids just inherited your extensive Pokémon card collection... What should they do with it? Brian and Jeremiah spend most of the show talking about and taking calls surrounding the topic of inheriting items. If you've ever been left with something that you're just not quite sure what to...
Feb 5, 2024
Jeremiah, Brian, and Steve Cilley navigate through economic trends and financial strategies. Contrary to past recession predictions, they discuss the importance of anchoring financial plans to personal goals, urging listeners not to let politics dictate their approach. Unraveling the true essence of...