Can't Take It With You

#39: Medicare Enrollment Options

Sep 27, 2024

Medicare planning is complex, and people often receive a confusing flurry of insurance marketing material when they turn 65. In today's episode, we talk to Medicare expert Dana Lasman. Dana explains the basics of Medicare in an understandable way so you can make sense of your options.

Dana reviews:
•⁠ ⁠Medicare...

#38: Avoiding Surprise Tax Bills

Aug 9, 2024

It's great to earn a big bonus, receive a vesting of company stock, or achieve a profitable business year. Unfortunately, without good tax planning, extra income and insufficient withholdings can result in a big tax bill and/or penalties. In this episode, Joe Pachuca, CPA, discusses how proactive tax strategy...

#37: Making Your Business a Top-Performing Team

Mar 15, 2024

There are many ways to increase business value. Owners often focus on the tangibles, but the intangibles are equally important. In this episode, business coach Dan Dowdy highlights the importance of cultivating a team and its core values. Dan shares his insights about:

Finding and retaining top-performing team...

#36: Personalizing the College Preparation Process

Jan 4, 2024

College consultant Marina Glava discusses key strategies for the increasingly competitive world of college admissions. Marina also shares how students can make the most of their high school years to identify their academic interests. Marina offers details on these topics:

Strategies for navigating the new "test...

#35: Riding the Waves of Managed Futures

Nov 10, 2023

Matt is joined by Andrew Beer of Dynamic Beta Investments (DBi) to explore the world of managed futures. In this episode we cover:

Managed Futures 101
- What is a futures contract?
- What are managed futures strategies?
The role managed futures can serve in a broader portfolio including the case for a long-term...