S-Corp Status for Your Business
If you have your own business and earn over $50k, you'll want to listen to this episode. Electing an S-Corp tax status for your LLC might save you thousands in taxes.
Michelle Moses, CFP® and Jared Van Arsdale, CPA discuss the complexities and benefits of electing an S-Corp status.
Controlling Your Wealth: Wills, Trusts and Estate Planning
Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation?
Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible.
How I Plan My Clients for Retirement with the "Bucket" Method
Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there.
FDIC Insurance & Protecting Your Accounts: Insured vs. Uninsured Deposits
How do you ensure your money is as safe when a bank collapses? Why is diversification key in your banking portfolio? And what exactly does the repo window have to do with bank's solvency? In an industry where 47% of deposits are uninsured and recent failures like Silicon Valley Bank have shaken confidence, we discuss the important role of the FDIC in monitoring, auditing, and even deciding the future of banks.