Join us as we explore the world of Restricted Stock Units (RSUs) and their impact on your financial journey. RSUs are now a significant component of employee compensation, and companies use them strategically to attract and retain top talent. But how can you maximize their potential?&nbsp; Are RSUs on the rise or decline?&nbsp; And just how crucial is an RSU allocation for securing your financial well-being? In this podcast we encourage listeners to participate in a new survey that we’ve created to gauge the changing landscape of RSUs across the country.  As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to .&nbsp; We also encourage you to find us on   and   and connect with our team on .&nbsp;   Episode Links:   &nbsp; &nbsp; &nbsp;   &nbsp; &nbsp; &nbsp;   with the TechGirl Financial Team  &nbsp; &nbsp; &nbsp;    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.&nbsp;  Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions &nbsp;

S7EP3: Maximizing Your Restricted Stock Units (RSUs)

En esta quinta edición de Avanza expertos en finanzas nos recomiendan la importancia de buscar un plan de retiro acorde a nuestras posibilidades y necesidades y lo mejor, sin la preocupación de que ese dinero pudiese verse afectado por los impuestos.

AVANZA #5: Planes de Retiro Libres de Impuestos

Jeff Kowal and Anthony Priester examine what you need to know about Roth 401ks, discuss phasing in the retirement dream, and share insights regarding whether you should or should not start gifting money to your heirs now.

The Retirement Clinic-7-27-24 – Proper Planning for Your Retirement

Aaron Kowal and guest Mike Smith of CPS Horizon discuss how to determine how much insurance you need, examine a Supreme Court ruling on buy-sell agreements, and share an alternative for paying taxes on inherited IRAs under the SECURE Act.

The Retirement Clinic-8-3-24 – Determining Your Insurance Needs

Gerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management returns to the podcast to update us on the current state of the markets and their Rising Dividend Strategy. In our conversation we discuss the current interest rate environment, corporate valuations, and the importance of maintaining a disciplined focus to achieve investment success. Don’t be distracted by the noise and hear first-hand how Gerry and the Berkshire team approaches the markets, especially in times of volatility.  As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to .&nbsp; We also encourage you to find us on   and   and connect with our team on .&nbsp;   Episode Links:   &nbsp; &nbsp; &nbsp; &nbsp;   &nbsp; &nbsp; &nbsp; &nbsp;   with the TechGirl Financial Team  &nbsp; &nbsp; &nbsp; &nbsp;    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.&nbsp;  Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions &nbsp;

S7EP4: Stocks for the Long Run

Do you think you could pass a basic quiz about planning for retirement?

You might be surprised to learn that in a recent study…

Only 31% of Americans … got a passing grade.

Put your knowledge to the test…

Take the Ultimate Retirement Planning Quiz.

Air Date:  8/24/24

Think You're Ready to Retire?  The Ultimate Planning Quiz!

Aaron Spitzner and Chaunsy Weisensel discuss the consumer slowdown as Americans begin to scale back, examine what a fiduciary is and the legal responsibility that is upheld, and share insights regarding beneficiary reviews.

The Retirement Clinic-8-17-24 – What is a Fiduciary

The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune.

Air Date:  8/31/24

Countdown to Tax Increases

What will you do when your money works for you? At TechGirl Financial, this isn’t just a tagline; it’s a call to action. It encourages clients to envision their lifestyle after the kids have left home and their careers have ended, and they navigate the third act of life. Will it be filled with more golf or tennis? More travel and family visits? Time is a valuable currency, and just as we recommend a diversified investment portfolio, we advocate for a varied approach to how you spend your time to enrich your life and lifestyle. Join us for advice and guidance on exploring and discussing these possibilities with your significant other and your family.  As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to .&nbsp; We also encourage you to find us on   and   and connect with our team on .&nbsp;  Episode Links:   &nbsp; &nbsp; &nbsp;   &nbsp; &nbsp; &nbsp;&nbsp;  with the TechGirl Financial Team  &nbsp; &nbsp; &nbsp; &nbsp;   &nbsp;Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.  Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

S7EP5: What Will You Do, When Your Money Works For You?

Aaron Spitzner shares “buyer beware” situations with annuities and fraud, Jeff joins to examine what you should do with your 401k when you retire, and Aaron discusses strategies to avoid a big tax bill when you inherit an IRA.

The Retirement Clinic-9-7-24 – Buyer Beware

Hispanic News Service, Inc desarrolla contenidos multiplataforma en español para la comunidad migrante de todo el planeta

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com

For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

New tracks tagged #401k