Tax Free Wealth for a “Non-Working” Spouse

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Let’s say you are the breadwinner and your spouse is a stay home mom or dad. Due to all the contributions to your retirement plan at work your side of the balance sheet is growing significantly more than your spouse’s. You are concerned about “equalization of estates”. (Equalization of estates is an old estate planning […]

Episode 71 – Financial Planning Q & A

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In this episode I take some of the questions I receive from Quora.com and answer them Question 1 – How should I decide whether a risky investment (large upside and downside) should be made in a Roth account or a taxable account? Question 2 – If you are starting a new job, are there any […]

Investment Fees vs. Commissions

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Are fees the panacea for investment management clients? Are commissions EVILLLL??? In this episode I show you how fees may not be the best bet for you when you’re looking to hire an investment advisor. We compare the American Funds Income Fund of America A shares with two indexes, the SP 500 and the Russell […]

Episode #70 – Medicare Planning in Arkansas

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Jae Oh, CFP is back to discuss Medicare planning in Arkansas. Arkansas is not as competitive as some of the larger states, like Arizona, but there are still a number of plans, Part C and Supplemental policies for you to choose from. As always, go to Jae’s website at www.maximizeyourmedicare.com for Jae’s book and sign […]

Episode # 69 – Medicare Planning in Arizona

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Medicare Part C and Medicare Supplement policies are very competitive in the great state of Arizona. Of course, with more choices there are also more considerations consumers need to think about. This episode is a good place to start. As always, go to Jae’s website at www.maximizeyourmedicare.com for Jae’s book and sign up for his […]

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