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Take Back Retirement

Feb 29, 2024

“If they're only worried about that current year, then that's what they're going to focus on. Let your accountant know, ‘I'm interested in what my tax bill's going to be three, five years down the road. So, if there's something we need to be doing, let's have a conversation.’”

Tax season is among us. Or as Kevin...


Feb 15, 2024

“If you're looking at the costs of medical expenses over time, they've actually historically grown faster than regular inflation. Healthcare is expensive, and it goes up faster than the rest of your spending; don’t overlook it.”

 

Listen in as our hosts, Stephanie McCullough of Sofia Financial, and Kevin Gaines of...