3.5K
Downloads
261
Episodes
Finances can be confusing! We provide insight so you can confidently make financial decisions that are right for you!
Episodes
Saturday Dec 09, 2023
Saturday Dec 09, 2023
So, another year ends. Did you stop to think about everything you are grateful for, and how to prepare for 2024? We have some financial tips for you:
- Year-end checklist:
- Required Minimum Distributions: What are they, how are they calculated, who do they apply to, and why they are important?
- Qualified contributions: The difference between company-sponsored plans and individual retirement accounts (IRAs)
- Charitable gifting
- Tax Loss Harvesting
- Preparing for 2024:
- Start planning by reviewing 2023, what worked and what didn't? Amplify your successes and identify why you may have fallen short in some areas so you can address them.
- Goal setting: Start thinking of goals you'd like to accomplish in 2024 and why. Understanding the "why" will help provide purpose and conviction, ultimately increasing your probability of success!
Tune into the Crystal Clear Finances YouTube Channel and learn more!
- 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.
Saturday Dec 02, 2023
Saturday Dec 02, 2023
What should you experience when meeting with a financial planner? A generic computer-generated plan or a comprehensive plan designed with you in mind? At Crystal Clear Finances, we believe you are unique and will create a plan that is customized for you!
Tune into the Crystal Clear Finances YouTube Channel and learn more!
- 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.
Monday Nov 27, 2023
Monday Nov 27, 2023
Join Crystal as she describes QLACs, Qualified Longevity Annuity Contracts, and how they could help individuals transfer their RMD into an annuity, satisfy their RMD requirements, and possibly lower the amount of taxes they owe today! Learn more about how QLACs may be able to help those required to take their RMD, even when they don’t need the income.
Tune into the Crystal Clear Finances YouTube Channel and learn more!
- 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.
Saturday Nov 18, 2023
Saturday Nov 18, 2023
Wealth requires the integration of both sides of the coin! The cold hard numbers of finances and the softer side of wealth which includes your Mindsets, Memories, and the Money Myths you believe.
Tune into the Crystal Clear Finances YouTube Channel and learn more!
- 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.
Saturday Nov 11, 2023
Saturday Nov 11, 2023
Just like soft skills are needed to have an impact and promotion within a workplace, understanding the softer side of wealth can help empower individuals to provide for themselves and those they love financially.
Tune into the Crystal Clear Finances YouTube Channel and learn more!
- 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.
Saturday Nov 04, 2023
Saturday Nov 04, 2023
Qualified plans do 2 main things: They defer the tax and the tax calculation!
So it’s important to ask ourselves, what tax bracket will I be in during retirement and what deductions will I have when it is time to take the money?
Tune into the Crystal Clear Finances YouTube Channel and learn more!
- 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.
Saturday Oct 28, 2023
Saturday Oct 28, 2023
Q: How do you fund your family bank without decreasing your lifestyle?
A: You can look for places where you are losing money unknowingly and unnecessarily and then redirect the funds!
Learn more on the Crystal Clear Finances YouTube channel.
- 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.
Saturday Oct 21, 2023
Saturday Oct 21, 2023
There are three main parts to a financial plan: Savings, Investments, and Protection. Positioning each component in a tax-efficient manner requires strategy and long-term planning. Join V on the Crystal Clear Finances YouTube channel as he reviews the purposes behind each piece.
- 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.
Monday Oct 16, 2023
Monday Oct 16, 2023
In the midst of the great depression, J.C. Penny used a loan against his $3 million dollar life insurance policy to help his retail stores after the 1929 crash! Thankfully he had a properly funded, dividend-paying, cash-value life insurance policy to meet this emergency. Do you have a dividend-paying cash-value life insurance policy in place for your emergencies? Talk to Crystal Clear Finances today!
- 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.
Saturday Oct 07, 2023
Saturday Oct 07, 2023
Do you know the 4 types of tax planning strategies?
- Reorganization strategy: Designed to save immediate dollars before finding new money!
- Annual year-end tax planning: Allows for tax bracket maximization.
- Long-term tax planning. Strategically placing assets in the right places to retire with as little taxes as possible.
- Situational tax planning. Focused on a specific objective.
Tune into the Crystal Clear Finances YouTube Channel as we discuss 4 Tax planning strategies that could help save you money!
- 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.