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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd, Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investment management, and life goals come together to create a truly comprehensive approach to wealth. What you’ll learn:
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- Why tax planning is more than just filing—it’s about lifetime strategy
- The importance of tax diversification: tax-deferred, taxable, and tax-free accounts
- How Roth conversions, charitable giving, and gifting can be optimized
- Strategies for managing concentrated stock positions and capital gains
- How timing decisions—like when to take Social Security or sell a business—can shape your financial future
1002 episodes
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