Welcome To The Podcast
The new year means it’s time to start laying out plans and goals for 2021. Let us help you with the financial side of those resolutions by highlighting six planning items to review over the next 12 months.
Read more and get additional financial resources here: https://pffirm.com/2021/01/beginning-of-the-year-planning-items-for-2021/
What we discuss on this show:
3:15 – Expecting another unpredictable year in 2021
4:40 – Maximize your contributions
6:19 – Review the pandemic relief packages
8:16 – Exploring possibilities for tax-loss harvesting
9:33 – Charitable contributions
11:37 – Consider purchases that could give you a tax credit
13:19 – Roth Conversion
15:48 – Making planning a priority this year
Show Notes & More Episodes
Taking Your First Financial Steps
Building a financial plan is overwhelming. However, it's less daunting to focus on taking your first financial steps. Learn where to begin.
Risky But Popular Investments
Cryptocurrencies, precious metals and other hot stocks are risky but popular investments. Discover whether they have a place in your portfolio.
Making Bad Financial Assumptions
Be careful of making assumptions about certain areas of your financial plan. Some of these assumptions could be correct, but they could just as likely be wrong.
Investment Lessons From TV Show ‘Billions’
Learn about investing from the hit TV show 'Billions.' Find out why market timing simply doesn't work.
Don’t Overpay In Taxes
Chris recently helped a couple alleviate their tax burden. Find out how, and make sure you don't overpay in taxes.
The Merits Of ETFs Versus Mutual Funds
ETFs and mutual funds appear to be similar investing vehicles. Does it matter in which you choose to invest? Chris Patterson explains.
Debunking Some Of The Worst Financial Myths
Financial myths can get you in trouble if you let them lead you astray. Join us as we debunk some of these tall tales.
Important Things You Should Know About 401k Rollovers
401k rollovers are useful tools for allowing you more investment options and alleviating your tax bill. Learn how to complete a 401k rollover.
Independent Advisor Versus Brokerage Firm: What’s The Difference?
Chris gives us an honest perspective on what it's like to work with an independent advisor versus a large brokerage firm. What are the advantages and disadvantages?
Investment Philosophies
Passive and tactical investment philosophies can lead to the creation of a sound portfolio when properly implemented. Just make sure they're in balance.
A Volatility Buffer
A sound financial plan will generate income throughout your retirement. However, if your portfolio is solely linked to the stock market, you could find yourself without a paycheck during a market correction. Develop a volatility buffer that will protect your income needs.
The 5 Steps To A Tax-Free Retirement
Having a tax-free retirement should be a major goal of every retiree. Chris will walk us through the five steps you can take to achieving a tax-free retirement.
Tax Code Changes & Market Volatility
Tax code changes could be affecting the stock market. In the inaugural episode of The Tax-Free Zone, we'll analyze the potential connection between the two, and Chris will give us his top takeaways on recent financial news.