Najlepsze podcasty z kategorii: Social Deduction (2024)

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Post-Election Analysis: Trump’s Tax Plans and Economic Impact 12:31

13h ago12:31

12:31

Join hosts Kyle Hulehan and Erica York in this episode of The Deduction as they break down the US tax policy implications of Donald Trump’s next presidential term. With the GOP gaining control over the White House and likely both chambers of Congress, the discussion centers around potential legislative changes, the future of tax cuts, and the impac…

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#124 - The basics of taxes and tax planning in retirement 1:00:28

2d ago1:00:28

1:00:28

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxable Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts How to pay taxes in retirement: withholdings vs making estimated payments Gifting tax-effic…

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Janice Jhang on Policy & Market Forces Driving Biosimilar Adoption 27:46

4d ago27:46

27:46

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Janice Jhang of Harvard University about her recent paper that explores how regulatory and market forces are driving adoption of biosimilars. Order the November 2024 issue of Health Affairs. Currently, more than 70 percent of our conte…

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#123 - My thoughts on 12 common financial and retirement planning rules of thumb 51:13

9d ago51:13

51:13

Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…

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Election Day 2024: Key Small Business Races to Watch 14:15

9d ago14:15

14:15

Political experts join the Small Business Rundown ahead of Election Day with the inside scoop on the races that matter most to small businesses. Hear from National Political Analyst Jim Ellis and NFIB Senior National Political Director Sharon Sussin about the key battleground races, surprise races that could decide the majority, and issues to keep …

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Election Insights | Can Trump's Tariff Plan Really Replace the Income Tax? 18:30

9d ago18:30

18:30

Can tariffs truly replace income taxes in today’s economy? In this episode, we examine the bold and controversial proposal from former President Trump to replace income taxes with tariffs. What would this dramatic shift mean for everyday Americans, particularly those with lower incomes? And would it actually work? To unpack these questions, Kyle Hu…

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Naomi Zewde on the Equity Impacts Of High-Deductible Plans and Health Savings Accounts 24:26

11d ago24:26

24:26

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Naomi Zewde of the University of California, Los Angeles about her recent paper exploring how high-deductible health insurance plans may exacerbate racial and ethnic wealth disparities. Order the October 2024 issue of Health Affairs. C…

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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE! 39:45

16d ago39:45

39:45

Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…

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TCB-Stock Markets and Elections 26:58

16d ago26:58

26:58

Join George and Tommy on today's episode as they dive into the effect political elections have on the overall stock market. With the upcoming election, there is one question that keeps popping up, "How will this affect the stock market?". You might be surprised to find out that with proper planning, the market isn't nearly as affected by who is in …

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Election Insights | Tax Hikes Are Coming, Regardless of Who’s in the White House 13:11

16d ago13:11

13:11

Are tax increases on the horizon in 2025, no matter who takes office? In this episode, we explore why changes to the tax code could hit your wallet, regardless of which party comes out on top. Joining Kyle Hulehan is Erica York, Senior Economist and Research Director. They break down the expiration of the Tax Cuts and Jobs Act, Trump’s plans for th…

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Avni Gupta on Medicare Advantage Supplemental Benefits Through an Equity Lens 25:15

18d ago25:15

25:15

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Avni Gupta of the Commonwealth Fund about her recent paper that explores cost-associated unmet dental, vision, and hearing needs among low-income Medicare Advantage Beneficiaries. Order the October 2024 issue of Health Affairs. Current…

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#121 – Retirement planning chat with a "real" person, Doug Mann 1:26:44

23d ago1:26:44

1:26:44

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-time Links in this episode: Doug's travel/pho…

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Ep. 46: EY Analysis Reveals Magnitude of the 20% Small Business Deduction 13:42

23d ago13:42

13:42

A deep dive into a new report by EY explains the positive economic impact if Congress protects small businesses from a massive tax hike, and four small employers detail how the 20% Small Business Tax Deduction empowers their small businesses. Hear from Holly Wade, Executive Director of NFIB’s Research Center, Brandon Pizzola, a partner with the Qua…

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TCB-Stock Market 101 26:59

23d ago26:59

26:59

On today's episode, Tommy and George dive into the basics of the stock market! What is a stock? How and why does the price change? It can seem overwhelming trying to digest the market as a whole, so tune is as we boil it down to basics. Tune in to hear more!Autor: The Journeys Group

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Can US Tax Reforms Keep Up with China? 31:52

23d ago31:52

31:52

How does tax policy shape a nation's competitiveness? Today, we’re diving into the showdown between the US and China, exploring how China’s enticing tax incentives pose a formidable challenge to America’s economic supremacy. Joining Kyle is Alex Muresianu, Senior Policy Analyst at the Tax Foundation. Together, they explore how changes to US corpora…

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Allison Hoffman on Simplifying Medicaid Long-Term Services & Supports 37:41

25d ago37:41

37:41

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Allison Hoffman of University of Pennsylvania about her recent paper that explores opportunities to simplify Medicaid home and community-based services in the age of rebalancing. Order the October 2024 issue of Health Affairs. Currentl…

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TCB-To Worry, or Not To Worry? 27:00

26d ago27:00

27:00

On today's episode, Tommy and George discuss certain things that we as financial planners worry about, and the things that we don't worry about. There's a lot of worry and concern in our world today, and we have to decide what's important enough to spend our time worrying about. You might be surprised at what those are, or maybe aren't. Tune in to …

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TCB-Taxes 27:08

26d ago27:08

27:08

On today's episode, Tommy and George discuss everyone's favorite topic...taxes! With all the buzz about potential new tax laws lately, this is a great opportunity to go into more detail about taxes. Today, we're specifically diving into the many different kinds of taxes that we pay, tune in to hear more!…

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TCB-Tax Deductions vs. Credits 26:59

26d ago26:59

26:59

On today's episode, George and Tommy discuss the more pleasant side of taxes...the difference between tax deductions and credits. Both play an integral part in filing your tax return, and knowing the difference can save you a lot of money if you know how to utilize them correctly. Tune in to hear more!…

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TCB-Who We Are 26:59

26d ago26:59

26:59

On today's episode, join Tommy and George while they talk about who we are at the Journeys Group, and what sets us apart from other firms. Our firm was started out of a desire to provide holistic financial planning to people while maintaining our Christian values in the process. Tune in to hear more!…

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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners 1:51:35

30d ago1:51:35

1:51:35

Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in reti…

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Election Insights | How to Fix Trump’s and Harris’s Tax Plans 20:13

1M ago20:13

20:13

Neither presidential candidate has a perfect tax plan. But what changes could Trump and Harris make to their respective tax plans to better serve American workers and the economy? In this episode, we dissect their plans and provide practical solutions for improvement. Joining Kyle Hulehan is Erica York, Senior Economist and Research Director. Trump…

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Pragya Kakani on How Protected-Class Policy Impacts Medicare Drug Rebates 21:40

1M ago21:40

21:40

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Pragya Kakani of Cornell University about her recent paper exploring the association between Medicare Part D protected-class policy and lower drug rebates. Order the October 2024 issue of Health Affairs. Currently, more than 70 percent…

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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement 1:41:14

1M ago1:41:14

1:41:14

Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers. …

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Ep. 45: Beneficial Ownership Reporting: Lawsuit Update 13:25

1M ago13:25

13:25

A new small business registry rule, known as beneficial ownership reporting, went into effect Jan. 1, requiring small businesses to report their beneficial owners to the U.S. Treasury Department’s Financial Crimes Enforcement Network by the end of the year. NFIB Small Business Legal Center Executive Director Beth Milito and Caleb Kruckenberg, the a…

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Jay Bhatt on the Social Drivers of Health 27:35

1M ago27:35

27:35

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Dr. Jay Bhatt, Managing Director of the Deloitte Center for Health Solutions and the Deloitte Health Equity Institute, to highlight the upcoming season of Research & Justice For All that focuses on social drivers of health and the role…

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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE! 49:10

1M ago49:10

49:10

Listener Q&A where Andy talks about: Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 ) Considerations when deciding between taking a pension or its lump sum ( 11:51 ) Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a …

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Election Insights | Whose Plan Wins? Trump vs. Harris on Taxes 14:34

1M ago14:34

14:34

What do the contrasting tax proposals of Vice President Kamala Harris and former President Donald Trump mean for Americans as the 2024 election approaches? In this episode, we dive into the Tax Foundation's modeling of both candidates' plans, shedding light on how these proposals could impact Americans. Joining Kyle Hulehan is Erica York, Senior Ec…

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Melissa Aldridge on Private Equity Acquisitions Of Hospices 21:23

2M ago21:23

21:23

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Melissa Aldridge of Icahn School of Medicine at Mount Sinai and James J. Peters Bronx Veterans Affairs Medical Center about her recent paper exploring the increasing trend of private equity acquisitions of hospices and how ownership st…

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#117 – Retirement planning chat with a "real" person, Alison 59:24

2M ago59:24

59:24

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a …

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Ep. 44: NFIB Members Explain the 20% Small Business Deduction 21:26

2M ago21:26

21:26

Without Congressional action, 9 out of 10 small businesses will face a massive tax hike when the 20% Small Business Deduction expires in 2025. NFIB members Wendy and Marci Bittner of LOSHAW Thermal Technology join to share what the 20% Small Business Deduction has allowed them to do and what it will mean to their business if the deduction is allowe…

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Bob Stack Unpacks US Challenges in Global Tax 27:59

2M ago27:59

27:59

What are the key challenges facing global tax policy today? Bob Stack, an international tax expert, explores the implications of the EU’s adoption of Pillar Two and the potential for streamlining overlapping policies. He also addresses the issues that the US faces in global tax policy with the upcoming elections. In this insightful discussion, Bob …

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Andrew Feher on The Effects Of Email For Insurance Engagement Efforts 23:52

2M ago23:52

23:52

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Andrew Feher of Department of Health Care Access and Information about his recent paper exploring how the incorporation of email reminders saw increases in eligibility verification and continued subsidy receipt for enrollees in Califor…

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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast 1:36:40

2M ago1:36:40

1:36:40

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in…

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Election Insights | Trump on Taxes, Tariffs, & Harris’s Economic Plans 14:26

2M ago14:26

14:26

While tax policy was almost nonexistent in the first debate between Vice President Kamala Harris and former President Donald Trump, this episode will explore each candidate’s latest proposals in greater depth. We’ll break down Kamala Harris's updated tax plan, highlighting her capital gains adjustments and new deductions for startups. We’ll also ta…

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Benedic Ippolito on the Once and Future Costs of Anti-Obesity Drugs 28:36

2M ago28:36

28:36

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Benedic Ippolito of American Enterprise Institute about his recent paper exploring how expanding Medicare coverage of anti-obesity medicines could result in increased annual spending. Order the September 2024 issue of Health Affairs. C…

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TCB-Financial Buzzwords 26:59

2M ago26:59

26:59

Join George and Tommy today as they discuss some of the most popular buzzwords floating around! With the availability of news and media all around us, there are more and more buzzwords being thrown around to describe the economy, and these words are often used to make it seem unapproachable or to incite fear. Join us today as we pull back the veil …

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TCB-Generosity 27:00

2M ago27:00

27:00

On today's episode, Tommy and George discuss the importance of generosity, and how to take control of your money. One of our favorite mantras at The Journeys Group is this, "Money is a tool. You can use it, or it can use you." If you are in a situation where your money is controlling you and every aspect of your life, why not make a change? Tune in…

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TCB-Medicare Crash Course 26:59

2M ago26:59

26:59

On today's episode, George and Tommy talk about the ABC's of Medicare! The financial industry has successfully made Medicare seem complicated through the sheer volume of information that is provided. The goal of today's show is to break it down into the individual parts and talk about what they cover, don't cover, and everything in between. Tune in…

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TCB-Medicare Q&A with Tommy 26:57

2M ago26:57

26:57

On today's episode, join Tommy and George for a personal Q&A about Medicare! Tommy is approaching 65 in November, so the time for him to sign up is rapidly approaching. Today's show is a very candid conversation where George answers any and all questions that Tommy has about what he'll be signing up for. Tune in to hear more!…

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#115 - How to give to charities tax-efficiently 55:44

2M ago55:44

55:44

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…

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Ep. 43: Tips to Grow Your Social Media Presence 31:10

2M ago31:10

31:10

Social media can be used to expand the reach and awareness of any small business, but it can be difficult to get started and create effective posts for your ideal followers. Financial Literacy Coach and Profit Strategist Jamie Trull shares her first-hand experience using social media to expand her small business. She also provides tips for what pla…

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Jiani Yu on the Current Telehealth Landscape & Opportunities 20:43

2M ago20:43

20:43

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Jiani Yu of Cornell University about her recent paper that explores how telehealth use and delivery differs significantly by physician and practice characteristics. Order the September 2024 issue of Health Affairs. Currently, more than…

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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial 1:54:44

2M ago1:54:44

1:54:44

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…

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Election Insights | Taxes, Kamala Harris, and the DNC’s Vision 11:22

2M ago11:22

11:22

Dive into the highlights from the DNC as we break down Vice President Kamala Harris's tax proposals and their potential impact on everyday families. What do higher taxes on businesses and the wealthy mean for working Americans? Erica York, Senior Economist and Research Director, joins Kyle Hulehan to examine her VP pick, Tim Walz, and how his progr…

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Dongzhe Hong on Biosimilar Uptake in the US 23:17

2M ago23:17

23:17

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Dongzhe Hong of Brigham and Women’s Hospital and Harvard University on his recent paper that explores how patient and prescriber factors play into biosimilar uptake in the US. Order the August 2024 issue of Health Affairs. Currently, m…

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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE! 54:46

3M ago54:46

54:46

Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…

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Ep. 42: Taxes, Regulations, and Small Business Priorities 16:08

3M ago16:08

16:08

NFIB experts dive into current legislation, small business court cases, and the latest research findings. Hear from Beth Milito, Executive Director of the NFIB Small Business Legal Center, Holly Wade, Executive Director of the NFIB Research Center, and Jeff Brabant, NFIB Vice President of Federal Government Relations on the status of key federal sm…

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Kamyar Nasseh on the Growing Role of Private Equity in Dentistry 20:57

3M ago20:57

20:57

Subscribe to UnitedHealthcare's Community & State newsletter. Health Affairs' Editor-in-Chief Alan Weil interviews Kamyar Nasseh of the American Dental Association on his recent study that identifies the growing role of private equity in dental practices. Order the August 2024 issue of Health Affairs. Currently, more than 70 percent of our content …

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Do Americans Abroad Still Pay US Taxes? 31:22

3M ago31:22

31:22

How does living abroad impact the taxes an American has to pay? Unlike most countries that tax based on residency, the US employs citizenship-based taxation, meaning Americans are taxed on their global income regardless of where they reside. This unique system creates a web of complexities, including stringent reporting requirements and potential p…

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