Planning Your Legacy After the SECURE Act

The SECURE Act changed how inherited IRAs work, potentially affecting your heirs' taxes. Learn how to adjust your savings strategy to minimize their tax burden. We'll cover the 10-Year Distribution Rule, the increased importance of Roth IRAs for tax-free income, and strategies for IRA withdrawals or alternatives like life insurance to secure your heirs' future.

Maximize Tax Savings with Employee Benefits

Got employee benefits? Corina Vakira Delugos, MBA, EA, a financial expert with over 25 years of experience, shows you how to use them for major tax savings. She explains how to leverage Flexible Spending Accounts (FSAs) for dependent care and healthcare, emphasizing the "triple tax benefits" of Health Savings Accounts (HSAs) when paired with high-deductible plans. Corina also covers the advantages of Employee Stock Purchase Plans (ESPPs), like buying company stock at a discount for tax advantages. Listen for more smart tax tips!

Tired of Tax Season Stress?

Ever picked a tax preparer only to regret it later, facing unexpected bills or poor service when IRS issues hit? You're not alone. Many people choose an advisor without asking the right questions.

To help, we spoke with Corina Delugos, MBA, EA, a financial services expert with 25+ years in tax, mortgage, and insurance planning. Corina shared essential tips for choosing the right tax professional.

Here are 3 key takeaways:

Understand Their Specialization: Not all CPAs handle personal taxes. Ask about their qualifications and the types of clients they typically serve to ensure they fit your needs.

Communication & Transparency: Clarify how they communicate and what they expect from you. Discuss their availability and pricing upfront.

Proactive Tax Planning: Choose a professional who thinks ahead. Proactive tax planning can save you thousands and make filing smoother.

Ever feel overwhelmed by all the financial advice out there? For years, I haven't been able to recommend many books, but that changed with No Worries: How to Live a Stress-Free Financial Life by Jared Dillian.

This book cuts through the noise with just three key principles to focus on, so you can forget the rest.

It has easy-to-manage strategies you only need to check on once a year. 

If you're tired of simply choosing between stocks and bonds for your investments, I have an alternative.  Investing in hotels can bring stability and growth, and Peachtree Hotel Group is a leader in the industry.  

In this episode, we talk hotel investments with Peachtree Hotel Group. Brian Dunn, Managing Director, discusses how Peachtree builds, finances, and operates top-tier hotels. We discussed their approach - focusing on premium brands like Hyatt and Marriott, and how they mitigate economic challenges.

In this episode, we explore the basics of self-directed IRAs and how they work. Discover the wide range of investments you can make, from hotels and self-storage units to real estate and even businesses.

Self-directed IRAs are less complicated than they seem and align perfectly with my philosophy of investing beyond the stock market. Join me as I break down the essentials and show you how to diversify your investment portfolio.

We hear every day about the increasing cost of housing. But what if there was a way to live in a beautiful, tech-integrated apartment without breaking the bank?

 Norhart Real Estate Investing is changing the game by building affordable, high-quality apartments with a unique, vertically-integrated construction process.  

Join us as we chat with CEO, Mike Keating about Norhart's mission to help people live better lives and increase the housing supply, one apartment at a time. We'll explore their innovative building methods, how they're keeping costs down, and how you can be a part of the solution.

Think you can't afford a franchise? This episode shows us how $50,000 can open the door to business ownership.

Greg Mohr, a franchising expert and Wall Street Journal best-selling author joins us to share the details of buying or starting your own franchise.

I think you'll be surprised by how easy it is to get into franchising and the support you’ll receive throughout the process. 



From discovering which industry is right for you, to funding, marketing and even scheduling clients - there are systems to help you succeed in a new or existing franchise. All you have to do is pick up the phone and experts are there to support and guide you.