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Episodes
Finances can be confusing! We provide insight so you can confidently make financial decisions that are right for you!
Episodes
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
Tune in today for Part II of Retirement Tax Planning Strategies! Prevent penalties and bad decisions that can be avoided with proper planning. Learn how life insurance can benefit you... Join us right where we left off last week, changes in taxes...
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
Today we focus on Five Retirement Tax Planning Strategies:
- The Secure Act
- Roth Conversions
- Life insurance
- Charitable Tax Planning
- Required Minimum Distributions otherwise known as RMD's
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday May 27, 2022
Friday May 27, 2022
Talking topics that Advisors normally don't like to talk about! Taboo Topics! Crypto, Accredited Investors, ESG funds that were stripped of their title(s)...
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Thursday May 19, 2022
Thursday May 19, 2022
On today's episode Crystal gives us specific Tax Tips For Each Season. What can you do this year to alleviate taxes for next year? Do you have too many taxes taken from your paycheck? Have you passed the Social Security cap and are paying when you don't need to? Today Crystal begins to address tax concepts giving you confidence for every financial decision!
Winter, spring, summer or fall all you have to do is call...
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday May 13, 2022
Friday May 13, 2022
On today's episode Crystal walks us through her evaluation of what has happened since January and how it has impacted the market and our finances. Crystal has gathered information from Bob Doll, who is a commentary and Chief investment officer at Crossmark, Kingdom Advisors, and Eventide. (All companies listed have their own website) Listen along today to hear predictions, how to develop a financial plan, and stocks vs. lazy money. Did they get it right?
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday Apr 29, 2022
Friday Apr 29, 2022
On this weeks episode, Taxes Part I, Crystal talks about TAXES! What if we could help you discuss all of the different options available to you! Can you imagine intentionally choosing where to put your money so you actually end up paying LESS taxes! Listen to hear about the different accounts and how they can work for you...
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday Apr 22, 2022
Friday Apr 22, 2022
What is IRMA? IRMA stands for Income related monthly adjusted amount. When you do a Roth conversion and you are in 2 years of taking your Medicare payments. The government will look at that and say your income is higher, which then increases you Medicare payment. Let us help you be strategic!
Later in this episode Crystal talks about The Power of Investing! What is it that you are investing in and what do they actually value?
The decisions you make today have a ripple affect into your future...
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday Apr 15, 2022
Friday Apr 15, 2022
In Taxes Part II Crystal talks about how we can intentionally make decisions to pay the least amount of taxes as possible! Last weeks episode talked about 3 account types you can invest in; taxable accounts, tax deferred accounts, or tax advantage accounts. Listen along, see what type of account works best for you and what is the best tax plan for your money!
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday Apr 08, 2022
Friday Apr 08, 2022
On today's episode Crystal conducts an interview with Shaun Morgan, manager of Investment Marketing for Eventide. Eventide is a biblically based investment company that tries to honor God and serve its clients by investing in companies that create compelling value for the global common good. Shaun is responsible for developing strategy and supporting content creation for investment marketing at Eventide. Listen, learn and laugh along with Crystal and Shaun today!
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
Friday Apr 01, 2022
Friday Apr 01, 2022
What a dream today is! On this mornings episode Crystal Interviews the Founder of Kingdom Advisors, Ron Blue. Kingdom advisors is a values based community that collides faith and investing! Hear how Ron started this platform of "help and hope" for financial advisors and how YOUR investments matter in building the Kingdom.
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at http://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.